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10-19 20:03

The recent sell-off reflected the fear of the AI/Tech industry over spending and the likelihood of a rate hike. The Semi-conductor/chip industry in particular took one of the hardest hit. But this is also one industry that's profiting like never before. I think the recent pullback is a good opportunity for investors to enter if the price fell below your ideal valuation target. There's still more room to run no matter if the fed gonna hike rates or not. I'm investing for the long term, hence I snapped up some stocks that's part of the chip industry which is propelling the AI run. You can never time the market but you can always average down your cost along the way 🙌

2025-11-04

$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!

2024-08-31

Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.

Sorry, the original content has been removed

2024-11-13

$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!

2024-11-05

"Hold" for more to come

Palantir Stock Soared on Results, Hitting New Highs

04-10

Meanwhile.. UBS themselves are stocking up...

UBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170

2024-11-06

$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..

01-22

I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!

2025-02-25

Good news for opportunists

2022-01-18

In order for us to show that we believe in yourcompany, your price needs to go down first 🤭

Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln

Go to Tiger App to see more news

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Big Short\" Investor Says Palantir Could Crash Below $100 Billion！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006566612\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Bellwether Stocks Movement </p>\n<p class=\"h-time\">2026-09-04 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77674ce7ee1f9bee4951c80427a3ac82","relate_stocks":{"PLTR":"Palantir Technologies Inc.","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTL":"2倍做多PLTR ETF-Corgi","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTW":"PLTR周配息ETF-Roundhill","PLTZ":"2倍做空PLTR ETF-Defiance","PLTD":"1倍做空PLTR ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","PLTU":"2倍做多PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","PLTA":"ProShares Ultra PLTR ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121043262","news_type":1,"symbols_score_info":{"PLTW":0.6,"PLTA":0.6,"PLTG":0.6,"PLTD":0.6,"PLTR":2,"PLYY":0.6,"PLTI":0.6,"PLTL":0.6,"PLOO":0.6,"PLTY":0.6,"PLTU":0.6,"PTIR":0.6,"PLTZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569899617051608,"gmtCreate":1780141942705,"gmtModify":1780141946440,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Happy Long Weekends Everyone!! Took this opportunity to relax, took a stroll, ate my favorite Bak Kut Teh and took a photo of SG’s Iconic Fountain of Wealth. Caught up with old colleagues, shared my thoughts on the market and how I used TigerBroker to trade stocks so that I can achieve my goal of building my retirement fund with investment. Happy Holidays🎉 Happy Trading 🎉","listText":"Happy Long Weekends Everyone!! Took this opportunity to relax, took a stroll, ate my favorite Bak Kut Teh and took a photo of SG’s Iconic Fountain of Wealth. Caught up with old colleagues, shared my thoughts on the market and how I used TigerBroker to trade stocks so that I can achieve my goal of building my retirement fund with investment. Happy Holidays🎉 Happy Trading 🎉","text":"Happy Long Weekends Everyone!! Took this opportunity to relax, took a stroll, ate my favorite Bak Kut Teh and took a photo of SG’s Iconic Fountain of Wealth. Caught up with old colleagues, shared my thoughts on the market and how I used TigerBroker to trade stocks so that I can achieve my goal of building my retirement fund with investment. Happy Holidays🎉 Happy Trading 🎉","images":[{"img":"https://community-static.tradeup.com/news/9633eec1fc947ce50b442c498a29a8c5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569899617051608","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":552219131015280,"gmtCreate":1775829985267,"gmtModify":1775829988999,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Meanwhile.. UBS themselves are stocking up...&nbsp;","listText":"Meanwhile.. UBS themselves are stocking up...&nbsp;","text":"Meanwhile.. UBS themselves are stocking up...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552219131015280","repostId":"2626911195","repostType":2,"repost":{"id":"2626911195","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1775813374,"share":"https://ttm.financial/m/news/2626911195?lang=en_US&edition=fundamental","pubTime":"2026-04-10 17:29","market":"fut","language":"en","title":"UBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170","url":"https://stock-news.laohu8.com/highlight/detail?id=2626911195","media":"MT Newswires Live","summary":"ServiceNow (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks an","content":"<html><body><p> <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>","source":"mtnewswires_news","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>UBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170</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\">\nUBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-04-10 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626911195","content_text":"ServiceNow (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)","news_type":1,"symbols_score_info":{"NOW":1.5}},"isVote":1,"tweetType":1,"viewCount":3665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524535270561072,"gmtCreate":1769086416690,"gmtModify":1769087433475,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","listText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","text":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524535270561072","isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519144131441096,"gmtCreate":1767767178313,"gmtModify":1767767182065,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Market Manipulators had been playing with Sofi all along that's why..","listText":"Market Manipulators had been playing with Sofi all along that's why..","text":"Market Manipulators had been playing with Sofi all along that's why..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519144131441096","repostId":"1138812611","repostType":2,"repost":{"id":"1138812611","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1767711159,"share":"https://ttm.financial/m/news/1138812611?lang=en_US&edition=fundamental","pubTime":"2026-01-06 22:52","market":"sg","language":"en","title":"Stock Track | SoFi Technologies Plummets 5.02% Intraday After Bofa Global Research Issues Underperform Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1138812611","media":"Stock Track","summary":"SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.The decline followed Bofa Global...","content":"<p>SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.</p><p>The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | SoFi Technologies Plummets 5.02% Intraday After Bofa Global Research Issues Underperform Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | SoFi Technologies Plummets 5.02% Intraday After Bofa Global Research Issues Underperform Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-06 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.</p><p>The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138812611","content_text":"SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.","news_type":1,"symbols_score_info":{"SOFI":1}},"isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496324123418816,"gmtCreate":1762195402708,"gmtModify":1762227582037,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","text":"$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!","images":[{"img":"https://community-static.tradeup.com/news/a1829c6a0fb2cd88a5799e3b4acfa3be","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":104,"commentSize":8,"repostSize":68,"link":"https://ttm.financial/post/496324123418816","isVote":1,"tweetType":1,"viewCount":8127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212880058167262","authorId":"4212880058167262","name":"Urfriend","avatar":"https://community-static.tradeup.com/news/7390e0cc158f11dbc138694d018a8647","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4212880058167262","idStr":"4212880058167262"},"content":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","text":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","html":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","text":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","html":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":469289419546936,"gmtCreate":1755610804806,"gmtModify":1755610808903,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","listText":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","text":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469289419546936","repostId":"2560135532","repostType":4,"repost":{"id":"2560135532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"nz","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</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's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","PLTR":"Palantir Technologies Inc.","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":5185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450231484535208,"gmtCreate":1750948333017,"gmtModify":1750948336738,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Crossing $150 soon 🙌","listText":"Crossing $150 soon 🙌","text":"Crossing $150 soon 🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450231484535208","repostId":"2546787744","repostType":2,"repost":{"id":"2546787744","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1750939757,"share":"https://ttm.financial/m/news/2546787744?lang=en_US&edition=fundamental","pubTime":"2025-06-26 20:09","market":"fut","language":"en","title":"Palantir Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=2546787744","media":"MT Newswires Live","summary":"$Palantir(PLTR)$ Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.Palantir shares rose ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.</p><p>Palantir shares rose 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e18dbf7f7ed72fc6fdfd4c1bc5b5164\" tg-width=\"798\" tg-height=\"835\"/></p><p>The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.</p><p>The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.</p><p>Palantir&#39;s said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.</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 Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform</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 Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-06-26 20:09</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</a> Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.</p><p>Palantir shares rose 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e18dbf7f7ed72fc6fdfd4c1bc5b5164\" tg-width=\"798\" tg-height=\"835\"/></p><p>The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.</p><p>The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.</p><p>Palantir&#39;s said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4588":"碎股","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4613":"AI应用软件"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546787744","content_text":"Palantir Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.Palantir shares rose 1% in premarket trading.The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.Palantir's said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":5393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421921652404352,"gmtCreate":1744045658552,"gmtModify":1744045663800,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"I like this sea of red 😂","listText":"I like this sea of red 😂","text":"I like this sea of red 😂","images":[{"img":"https://community-static.tradeup.com/news/d28ef9c939c2d69fd8e5d316c1cf74f5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421921652404352","isVote":1,"tweetType":1,"viewCount":6353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407475789258880,"gmtCreate":1740499112314,"gmtModify":1740499116041,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Good news for opportunists","listText":"Good news for opportunists","text":"Good news for opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":5315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405516159303856,"gmtCreate":1740041899977,"gmtModify":1740041904835,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Here comes the opportunity for latecomers!","listText":"Here comes the opportunity for latecomers!","text":"Here comes the opportunity for latecomers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405516159303856","repostId":"2512437590","repostType":2,"repost":{"id":"2512437590","kind":"highlight","pubTimestamp":1740005293,"share":"https://ttm.financial/m/news/2512437590?lang=en_US&edition=fundamental","pubTime":"2025-02-20 06:48","market":"us","language":"en","title":"Palantir Stock Drops 10% After Report of Pentagon Slashing Budget","url":"https://stock-news.laohu8.com/highlight/detail?id=2512437590","media":"Bloomberg","summary":"$Palantir(PLTR)$ stock lost 10% on Wednesday, losing ground quickly in the final hour of trading after a Washington Post report said the Trump administration has told the Pentagon to plan for large bu","content":"<div>\n<p>Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Drops 10% After Report of Pentagon Slashing Budget</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 Drops 10% After Report of Pentagon Slashing Budget\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 06:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4023":"应用软件"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512437590","content_text":"Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has seen its stock soar by almost 50% this year, is a major US defense contractor in addition to selling its technology and artificial intelligence products to other allied governments and private companies.“Palantir’s US government segment growth — more than 40% in the past two quarters — may have much greater exposure to any cuts in the US defense budget,” Bloomberg Intelligence analyst Mandeep Singh wrote in a note. He added that the government sales make up more than half of the company’s total revenue.Palantir has closely linked itself to the US government. This week, Chief Executive Officer Alex Karp came out with a new book calling for more patriotism from Silicon Valley, and for tech companies to seek closer ties to the US.On Wednesday, the Washington Post reported that Hegseth has ordered senior military leaders to develop plans for cutting 8% from the defense budget in each of the next five years, according to a memo sent to senior officials. Bloomberg previously reported news of the intended cuts, before distribution of the memo.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":5348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402094596301040,"gmtCreate":1739195403710,"gmtModify":1739195406976,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","listText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","text":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402094596301040","repostId":"1103034764","repostType":2,"repost":{"id":"1103034764","kind":"news","pubTimestamp":1739169300,"share":"https://ttm.financial/m/news/1103034764?lang=en_US&edition=fundamental","pubTime":"2025-02-10 14:35","market":"us","language":"en","title":"Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1103034764","media":"Investopedia","summary":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of aroun","content":"<div>\n<p>Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of ...</p>\n\n<a href=\"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701\">Source Link</a>\n\n</div>\n","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Surged To A New Record Last Week—Watch These Key Price Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of ...</p>\n\n<a href=\"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103034764","content_text":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of around $240 and indicates the uptrend may last until November this year.Investors should watch key support levels on Palantir's chart around $85 and $66.Source: TradingView.com.Palantir shares will likely remain in focus Monday after having a solid last week. The company's stock soared to a new high after investor optimism around its strong 2025 outlook and integration of Grok, the chatbot from Elon Musk’s xAI, into its artificial intelligence (AI) platform.Since the company's upbeat results last Monday, several analysts have raised their price targets on the stock, which has fueled this price rise.The stock, which became a component of both the S&P 500 and Nasdaq 100 index in 2024, trades nearly 50% higher since the start of the year through Friday’s close and has returned an eye-popping 370% over the past 12 months amid soaring demand for its AI-powered analytics software that allows customers to make more informed data-driven decisions.Below, we take a closer look at the technicals on Palantir’s weekly chart and identify key price levels that investors will likely be watching.Rectangle Formation BreakoutPalantir shares staged a decisive breakout above a rectangle formation last week, signaling a continuation of the stock’s longer-term uptrend.Importantly, the move occurred on the highest weekly trading volume since early February last year, indicating strong buying conviction by larger market participants. Moreover, the relative strength index (RSI) confirms bullish price momentum with a reading above 80, though the indicator also flashes overbought conditions that raises the possibility of near-term profit taking.Let’s apply technical analysis to forecasts how a longer-term bullish continuation move may play out and also point out key support levels worth watching during potential retracements.Bars Pattern AnalysisTo forecast how a continuation move in Palantir shares may look, investors can use the bars pattern tool, a technique that analyzes prior trends to speculate future directional movements.When applying the analysis, we take the stock’s trending move from February to November last year and reposition it from last week’s breakout. This forecasts a target of around $240 and indicates the uptrend could last until November this year based on price history. To put things in perspective, that's more than double the $110 level the stock closed at on Friday.We selected this prior trend as it followed a volume-backed earnings-driven breakout from an earlier rectangle formation on Palantir’s chart, potentially providing insight as to how a similar move may take shape.Key Support Levels to WatchDuring pullbacks, investors should initially watch the $85 level. Investors who prefer not to chase breakouts may look for entry points on a retracement to the rectangle formation's top trendline, which could flip from resistance to support.Finally, selling below this level could see Palantir shares revisit lower support around $66, a location that may attract buying interest near the rectangle’s lower trendline.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399878875365928,"gmtCreate":1738651986862,"gmtModify":1738651991274,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","text":"$Palantir Technologies Inc.(PLTR)$ Much more to come 🤩","images":[{"img":"https://community-static.tradeup.com/news/5e49e5b24280b9f05717288866d146ed","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399878875365928","isVote":1,"tweetType":1,"viewCount":4462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398420900462728,"gmtCreate":1738296207807,"gmtModify":1738296211006,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398420900462728","repostId":"1105965404","repostType":2,"repost":{"id":"1105965404","kind":"news","pubTimestamp":1738239194,"share":"https://ttm.financial/m/news/1105965404?lang=en_US&edition=fundamental","pubTime":"2025-01-30 20:13","market":"us","language":"en","title":"Palantir: 3 Reasons To Short The Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1105965404","media":"Seeking Alpha","summary":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for t","content":"<html><head></head><body><h2 id=\"id_3752926401\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s stock is detached from reality as it trades at an irrationally exuberant price.</p></li><li><p>The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.</p></li><li><p>We have recently opened a short position in PLTR.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><p>We recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir&#39;s stock is currently up over 15% after our latest article was published.</p><p>However, we also believe that the time to act again has come. In this article, we will present three major reasons why we&#39;re shorting Palantir, the risks to our short position, and our action plan under different scenarios.</p><h2 id=\"id_3785883\">Reason To Short Palantir #1: The Stock Price Is Detached From Reality</h2><p>If we look closely at the performance of Palantir&#39;s stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.</p><p>As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.</p><p>Although Palantir&#39;s performance has been impressive in the last year, we don&#39;t believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&amp;P 500 Index is only 28x. Those multiples show that Palantir&#39;s stock is detached from reality.</p><p>The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir&#39;s intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir&#39;s intrinsic value is only $23.27 per share.</p><p>We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir&#39;s full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.</p><p>The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.</p><p>We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.</p><p>The share price in the entry data table has also been updated. Everything else remained the same as in the last article.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5f3850d207fc775c3328cd2d1dd4489\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"182\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><p>In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management&#39;s current expectations of ~26%, but there&#39;s a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir&#39;s intrinsic value under the most extreme assumptions.</p><p>The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.</p><p>Under those assumptions, our model shows that Palantir&#39;s enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3188adefb59abbb65b3ad9d7bbf1a5a\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"228\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><h2 id=\"id_3342679600\">Reason To Short Palantir #2: The Macro Risks Are Increasing</h2><p>The potential worsening of the macroeconomic environment is another thing that can push Palantir&#39;s share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir&#39;s shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there&#39;s a risk that we could experience a return to the inflationary environment. Here&#39;s what the December Fed minutes stated:</p><blockquote><p><em>With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation,</em> <strong><em>and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.</em></strong></p></blockquote><p>The potential policy changes likely mean the implementation of Trump&#39;s tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir&#39;s outlook and lead to the depreciation of its stock.</p><h2 id=\"id_318610859\">Reason To Short Palantir #3: The Stock Is Losing Its Momentum</h2><p>Relying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.</p><p>However, recently, Palantir&#39;s stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aff7c2b152314d29b766791eac7a2755\" alt=\"Palantir&#39;s stock price (Seeking Alpha)\" title=\"Palantir&#39;s stock price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"324\"/><span>Palantir&#39;s stock price (Seeking Alpha)</span></p><p>If Palantir&#39;s stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there&#39;s a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.</p><p>If Palantir&#39;s stock manages to overcome the resistance level that&#39;s around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.</p><h2 id=\"id_4151814212\">Risks To Our Bearish Thesis</h2><p>On February 3, Palantir will release its Q4 earnings report. There&#39;s a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that&#39;s much higher than the current street consensus. If that&#39;s the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.</p><p>The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.</p><p>As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir&#39;s shares and undermine our bearish thesis.</p><h2 id=\"id_3793310222\">Final Thoughts</h2><p>In our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There&#39;s a risk to our short position if the fundamentals significantly improve or the macro challenges won&#39;t materialize and result in the appreciation of shares.</p><p>However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.</p></body></html>","source":"lsy1728464409321","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: 3 Reasons To Short The Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: 3 Reasons To Short The Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 20:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock\">Source 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/4753204-palantir-3-reasons-to-short-the-pltr-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105965404","content_text":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.We have recently opened a short position in PLTR.Palantir TechnologiesWe recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir's stock is currently up over 15% after our latest article was published.However, we also believe that the time to act again has come. In this article, we will present three major reasons why we're shorting Palantir, the risks to our short position, and our action plan under different scenarios.Reason To Short Palantir #1: The Stock Price Is Detached From RealityIf we look closely at the performance of Palantir's stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.Although Palantir's performance has been impressive in the last year, we don't believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&P 500 Index is only 28x. Those multiples show that Palantir's stock is detached from reality.The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir's intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir's intrinsic value is only $23.27 per share.We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir's full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.The share price in the entry data table has also been updated. Everything else remained the same as in the last article.Palantir's valuation model (Bears of Wall Street)In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management's current expectations of ~26%, but there's a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir's intrinsic value under the most extreme assumptions.The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.Under those assumptions, our model shows that Palantir's enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.Palantir's valuation model (Bears of Wall Street)Reason To Short Palantir #2: The Macro Risks Are IncreasingThe potential worsening of the macroeconomic environment is another thing that can push Palantir's share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir's shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there's a risk that we could experience a return to the inflationary environment. Here's what the December Fed minutes stated:With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation, and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.The potential policy changes likely mean the implementation of Trump's tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir's outlook and lead to the depreciation of its stock.Reason To Short Palantir #3: The Stock Is Losing Its MomentumRelying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.However, recently, Palantir's stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.Palantir's stock price (Seeking Alpha)If Palantir's stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there's a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.If Palantir's stock manages to overcome the resistance level that's around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.Risks To Our Bearish ThesisOn February 3, Palantir will release its Q4 earnings report. There's a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that's much higher than the current street consensus. If that's the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir's shares and undermine our bearish thesis.Final ThoughtsIn our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There's a risk to our short position if the fundamentals significantly improve or the macro challenges won't materialize and result in the appreciation of shares.However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":4484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390544034775456,"gmtCreate":1736393701945,"gmtModify":1736393705829,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Overhyped stock that's why the massive exit with just a mere comment","listText":"Overhyped stock that's why the massive exit with just a mere comment","text":"Overhyped stock that's why the massive exit with just a mere comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390544034775456","repostId":"2502600701","repostType":2,"repost":{"id":"2502600701","kind":"highlight","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":1736382511,"share":"https://ttm.financial/m/news/2502600701?lang=en_US&edition=fundamental","pubTime":"2025-01-09 08:28","market":"us","language":"en","title":"D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=2502600701","media":"Tiger Newspress","summary":"$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard  today, “not 30 years from now, today.”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments</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\">\nD-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments\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\">2025-01-09 08:28</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/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QBTS":"D-Wave Quantum Inc.","IONQ":"IONQ Inc.","QMCO":"昆腾","LAES":"SEALSQ Corp","RGTI":"Rigetti Computing","QUBT":"Quantum Computing Inc."},"source_url":"https://www.tipranks.com/news/the-fly/d-wave-quantum-ceo-says-nvidia-ceo-dead-wrong-with-quantum-comments?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502600701","content_text":"D-Wave Quantum CEO Alan Baratz says Nvidia CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”Quantum shares rebounded in after-hours trading.  SEALSQ Corp rose 16% after sinking 26% in prior session.  Quantum Corp rose 7%;  IONQ Inc. rose 5.7%;  Quantum Computing Inc.,  D-Wave Quantum Inc. rose over 3%.","news_type":1,"symbols_score_info":{"QUBT":1.1,"IONQ":1.1,"LAES":1.1,"QMCO":1.1,"QBTS":1.1,"RGTI":1.1}},"isVote":1,"tweetType":1,"viewCount":4184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380521486016568,"gmtCreate":1733928525940,"gmtModify":1733928528975,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","text":"$Palantir Technologies Inc.(PLTR)$ Those sellers are giving whales the opportunity to enter. They are just waiting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380521486016568","isVote":1,"tweetType":1,"viewCount":3964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379446739435704,"gmtCreate":1733663914084,"gmtModify":1733663921425,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","text":"$Tiger Brokers(TIGR)$ Christmas Comes Once a Year, But Sheer Joy Shall Last Forever! May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ & Seasons Greetings 🎄","images":[{"img":"https://community-static.tradeup.com/news/c3548bb578677bfd2e91999deb4811d0","width":"860","height":"573"},{"img":"https://community-static.tradeup.com/news/fade0ef6897d1889937b2fb66069d63b","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/33e657cb62753905500a4968b23dd699","width":"860","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379446739435704","isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"It’s soooooo beautiful!!! Thanks for sharing~~~","text":"It’s soooooo beautiful!!! Thanks for sharing~~~","html":"It’s soooooo beautiful!!! Thanks for sharing~~~"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":374077719253104,"gmtCreate":1732337007319,"gmtModify":1732337011384,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"It will fall lower until the case is finalized.&nbsp;","listText":"It will fall lower until the case is finalized.&nbsp;","text":"It will fall lower until the case is finalized.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374077719253104","repostId":"2485040093","repostType":2,"repost":{"id":"2485040093","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732261389,"share":"https://ttm.financial/m/news/2485040093?lang=en_US&edition=fundamental","pubTime":"2024-11-22 15:43","market":"sg","language":"en","title":"Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2485040093","media":"Dow Jones","summary":"Google is under attack. Alphabet stock will still emerge a winner.Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google -- and hit it hard -- when it put forward remedies to break Google's hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence -- computers capable of answering complex questions in, mostly, plain language -- which have created an opening for competitors like ChatGPT, Perplexity, and Microsoft in a way that Yahoo!and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses -- and so does its stock.Then, ChatGPT launched in November 2022. Generative AI, ","content":"<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</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>Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 15:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4573":"虚拟现实","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","GOOGL":"谷歌A","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","GOOG":"谷歌","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4567":"ESG概念","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485040093","content_text":"Google is under attack. GOOGL stock will still emerge a winner. Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and MSFT in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing AAPL ’s iPhone in users. Following the lead of AMZN and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. Alphabet has something going for it that OpenAI, which has a partnership with NWSA , the owner of Barron’s parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as GE ’sChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&P 500's 22 times and Meta Platforms' 22.9 times. \"The stock is already reflecting that risk,\" says Putnam Investments' Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. \"Forcing investors to recognize the value of each [business] would probably make the stock go up,\" he says.An analysis of those individual parts bears that out. Alphabet's cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla's self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet's Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it's worth far more than that: Deepwater Asset Management's Gene Munster put Waymo's valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.That leaves Alphabet's search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn't include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.As for upside, it's easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday's close. Or Alphabet could be recognized as one of the world's dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. \"We think of it as a high-multiple tech stock that isn't [priced] like one,\" says Nygren.For Alphabet, AI isn't the end of the line -- it's the next step to a brighter future.","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1}},"isVote":1,"tweetType":1,"viewCount":3335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371441863221448,"gmtCreate":1731693246793,"gmtModify":1731693252015,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","listText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","text":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371441863221448","repostId":"1137558649","repostType":4,"repost":{"id":"1137558649","kind":"news","pubTimestamp":1731686155,"share":"https://ttm.financial/m/news/1137558649?lang=en_US&edition=fundamental","pubTime":"2024-11-15 23:55","market":"us","language":"en","title":"Palantir Hits The Gas On Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1137558649","media":"Seeking Alpha","summary":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ","content":"<div>\n<p>SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","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 Hits The Gas On Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Hits The Gas On Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 23:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth\">Source 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/4737274-palantir-hits-the-gas-on-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137558649","content_text":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 billion in revenue and $1.054-1.058 billion in adjusted operating margin, with a 38% margin at the midpoint.Palantir continues to drive large deals through its AIP bootcamps, closing 104 deals each valued over $1mm in q3'24.Air Force Day. Aircraft silhouettes on background of sunset.Palantir (NYSE:PLTR) reported a strong beat-and-raise with revenue growing by 30% in q3’24 paired with a significant adjusted operating margin expansion to 38%, resulting in a “Rule Of” 68%, up from 46% on q3’23. Management increased its guidance to $2.805-2.809b in net revenue for eFY24 with an adjusted operating margin of $1.054-1.058b, up from the previous quarter’s guidance of $2.742-2.750b in revenue and adjusted operating margin of $966-974mm. At the midpoint, the new guidance calls for an improved margin of 38%, up from 35%. Management also guided to the higher end of the range for adjusted free cash flow to $1b for eFY24. Given the improved guidance and the potential for accelerated growth going into eFY25, I am maintaining my STRONG BUY rating with an increased price target of $73.70/share at 39.39x eFY26 price/sales.Corporate ReportsPalantir OperationsIt is clear that Palantir’s AI platform is becoming a major player for enterprise software as adoption continues to accelerate through its impressive 30% sales growth in q3’24. This is primarily achieved through its live data use cases during the AIP bootcamps that are being translated to production-ready models for enterprises to implement and leverage for cost-savings/money-making initiatives. Management believes that their platform will go beyond just making/saving money to acceleration through its AI models.To support this growth, management remains focused on expanding its operations through hiring technical talent and investments in AIP. As discussed in my previous reports covering Palantir, I believe much of the firm’s success can be attributed to its direct engagement with its potential customers through the bootcamps. Rather than running the typical sales pitch with a software demonstration and a proof of concept, Palantir uses live company data to prove how the product works for the potential customer. This factor, along with the firm’s growth acceleration, gives me reason to remain bullish on the name.Along with this, customers are expanding their existing contracts with AIP, significantly differentiating Palantir from the “have nots.” Management noted their drive to make AIP the go-to developer platform for AI applications, competing with the likes of Cloudflare (NET) and its developer platform in its secured network ecosystem. Along with custom development features, AIP offers customers a library of pre-built AI applications and builder starter packs, creating a baseline for new customers to quickly ramp up their productivity.In addition to this, Palantir’s platform is also succeeding with defense technology startups as a secure ecosystem that can allow for the firms to contract with the US government. I believe that this feature is significantly beneficial for companies of all sizes as it allows for easier access to gaining FedRAMP authorization.Another factor that significantly differentiates Palantir from competing platform companies like C3.ai (AI) is the diversity of industries. C3.ai made its claim to fame through its partnership with Baker Hughes (BKR) and has since expanded into other industries. The challenge faced is that C3.ai didn’t create a universal platform from the get-go and has since played catch-up to developing a catch-all platform. This has resulted in C3.ai significantly lagging in terms of growth, adoption, and profitability when compared to Palantir.In q3’24, Palantir closed 104 deals valued over $1mm. The firm is realizing an improved deal cycle by taking customers from prototype to production driven by its AIP platform, resulting in both new customer acquisitions and existing customer expansions. Revenue from Palantir’s top 20 customers grew by 12% on a year-over-year basis to $60mm per customer. Total commercial contract value grew by 52% on a year-over-year basis to $612mm with a grand total value of $1.1b.One example management provided was reducing the time it takes for an insurance company to underwrite policies from 2 weeks to 3 hours through the automation of the underwriting workflows. This was done through the deployment of 78 AI agents. I believe that this will reduce the insurance company’s operational and administrative costs, resulting in major cost savings as well as a positioning of the firm with a shorter sales cycle. Palantir also referred to helping Trinity Rail develop a functional workflow that helped improve the company’s bottom line by $30mm.On the domestic front, Palantir grew its US commercial business by 54% on a year-over-year basis as well as a 40% year-over-year growth rate for its US government business. Palantir fully ramped up its Titan program in q3’24 as part of its DoD contract. In addition to this, Palantir is finding success with its Maven program that automates the targeting and firing process, resulting in a 99% reduction in necessary staff to manage the system.Palantir Financial PositionCorporate ReportsPalantir’s top-line growth began accelerating in q2’23 and has since reached 30% in q3’24 as enterprises and sovereign governments accelerate their AI adoption. I believe Palantir may continue realizing accelerated growth in the coming years as enterprises seek to better manage margins and growth through operational automation and optimization. For this reason, I’m forecasting Palantir to report $2.8b in net revenue and an adjusted EPS of $0.37/share for eFY24. I’m forecasting the top-line to grow by 28% in eFY25 to $2.8b and taper down to 27% growth in eFY26 to $3.6b.I’m also forecasting Palantir to continue expanding its adjusted operating margin as the firm realizes economies of scale through further customer adoption. I’m forecasting Palantir’s “Rule Of” to expand to 64% for eFY24 and grow to 66% in eFY25. For reference, Palantir calculates its “Rule Of” by adding top-line growth and adjusted operating margin.Corporate ReportsOne headwind that may hinder some growth is the power constraint as it pertains to the growing data center footprint. As discussed in my report covering Microsoft (MSFT) the data center footprint is forecast to grow at a 23% CAGR through 2030 driven by AI training and inferencing. One major factor that may impede this growth is sourcing baseload capacity. I have reason to believe that the grid is being incrementally stretched thin for additional data center capacity, resulting in the hyperscalers seeking additional power sources, including dedicated baseload capacity through partnerships with the utilities. Given the substantial interest in nuclear power, specifically small modular reactors [SMRs], much of the capacity will not likely be built out until 2030-2035 as the technology has yet to be proven. Given Palantir’s low profile, this may not be a substantial impact to the firm’s growth trajectory.Risks Related To PalantirBull CasePalantir is driving adoption across both its commercial and government businesses, leading to an acceleration in its top-line growth rate. The firm has proven that its high level of growth doesn’t have to sacrifice margins, resulting in a “Rule Of” 68% in q3’24. I believe that Palantir may also benefit from the recent administration change in the US, as government efficiency will be a primary initiative. Given Elon Musk’s interest in AI development, I believe that Palantir may be well-positioned to expand its roots across various governmental departments to help reduce overhead and administrative costs while boosting performance efficiency.As it relates to its share price performance, Palantir was added to the S&P 500 on September 23, 2024, resulting in an increased shareholder base through passive investors buying into the index. I believe that this may in part be the cause of the stock’s significant valuation expansion in the last few months.Bear CasePalantir’s valuation is at its all-time high at 54x trailing twelve-month sales. This may result in investor hesitancy as shares are significantly more expensive when compared to a year ago when shares were trading below 20x sales.Palantir is currently expanding its headcount to support the growth of the business. If growth were to stall out or not continue to accelerate at the current rate, the firm may realize margin compression, and in turn, a decline in its “Rule Of”.The stock performance may also trigger the firm to accelerate its stock-based compensation program if certain market-based vesting criteria are met, resulting in further dilution of the share count. In addition to this, insiders have been consistently selling shares, potentially signaling a more bearish sentiment to investors. To offset stock-based compensation, Palantir repurchased 1.8mm shares in q3’24 with $954mm remaining in its share repurchase program.Valuation & Shareholder ValueCorporate ReportsPLTR shares have reached their all-time high in terms of price and valuation, commanding a market cap of $146b at 55x price/sales. PLTR shares are currently trading at a significant premium over its competitors, holding an enterprise-value weighted average price/sales multiple of 13.87x. The purpose of weighting the competitors’ multiples based on enterprise value is to control for size and how much of the market shares command. Despite this high multiple, I believe PLTR’s valuation is justified by its accelerated growth trajectory and its strong profitability.Seeking AlphaGiven the steep run-up in price, I have reason to believe that shares may retrace in the near-term to $54/share before returning to growth.TradingViewI believe that the ultimate questions investors must ask is whether the high valuation is justified by the firm’s growth and margins, and whether shares can be sustained at these levels. I believe that with the new shareholder base being included in the S&P 500, PLTR shares have a certain level of baseline growth implied through the growth of the broader market, driven by index investors. Though only accounting for 0.24% of the index, I anticipate that growth in the index will positively impact PLTR shares.Using an internal valuation model based on my growth forecast and the firm’s historical valuation range, I believe PLTR shares have outpaced its eFY25 levels, suggesting a HOLD rating.Looking further out to eFY26, I believe PLTR shares may have some gas left in the tank to appreciate by 20% to $73.70/share at 39.39x eFY26 price/sales. Despite the averages used in the model, I believe shares may run as far as $80.46/share at 54.61x eFY25 price/sales if the company continues to outpace expectations in terms of growth and margin expansion.Given the risks involved, I am maintaining my STRONG BUY rating with a price target of $73.70/share at 39.39x eFY26 price/sales.Corporate Reports","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":620055222813296,"gmtCreate":1792411386190,"gmtModify":1792496477715,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"The recent sell-off reflected the fear of the AI/Tech industry over spending and the likelihood of a rate hike. The Semi-conductor/chip industry in particular took one of the hardest hit. But this is also one industry that's profiting like never before.&nbsp; I think the recent pullback is a good opportunity for investors to enter if the price fell below your ideal valuation target. There's still more room to run no matter if the fed gonna hike rates or not. I'm investing for the long term, hence I snapped up&nbsp;some stocks that's part of the chip industry which is propelling the AI run. You can never time the market but you can always average down your cost along the way 🙌","listText":"The recent sell-off reflected the fear of the AI/Tech industry over spending and the likelihood of a rate hike. The Semi-conductor/chip industry in particular took one of the hardest hit. But this is also one industry that's profiting like never before.&nbsp; I think the recent pullback is a good opportunity for investors to enter if the price fell below your ideal valuation target. There's still more room to run no matter if the fed gonna hike rates or not. I'm investing for the long term, hence I snapped up&nbsp;some stocks that's part of the chip industry which is propelling the AI run. You can never time the market but you can always average down your cost along the way 🙌","text":"The recent sell-off reflected the fear of the AI/Tech industry over spending and the likelihood of a rate hike. The Semi-conductor/chip industry in particular took one of the hardest hit. But this is also one industry that's profiting like never before. I think the recent pullback is a good opportunity for investors to enter if the price fell below your ideal valuation target. There's still more room to run no matter if the fed gonna hike rates or not. I'm investing for the long term, hence I snapped up some stocks that's part of the chip industry which is propelling the AI run. You can never time the market but you can always average down your cost along the way 🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":613,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/620055222813296","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496324123418816,"gmtCreate":1762195402708,"gmtModify":1762227582037,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","text":"$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!","images":[{"img":"https://community-static.tradeup.com/news/a1829c6a0fb2cd88a5799e3b4acfa3be","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":104,"commentSize":8,"repostSize":68,"link":"https://ttm.financial/post/496324123418816","isVote":1,"tweetType":1,"viewCount":8127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212880058167262","authorId":"4212880058167262","name":"Urfriend","avatar":"https://community-static.tradeup.com/news/7390e0cc158f11dbc138694d018a8647","crmLevel":11,"crmLevelSwitch":0,"idStr":"4212880058167262","authorIdStr":"4212880058167262"},"content":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","text":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","html":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","text":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","html":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344429415919960,"gmtCreate":1725081990355,"gmtModify":1725277670433,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","listText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","text":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":93,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/344429415919960","repostId":"2463723624","repostType":2,"isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370568248566104,"gmtCreate":1731509891110,"gmtModify":1731554103067,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","text":"$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!","images":[{"img":"https://community-static.tradeup.com/news/183335447ed81b55d37451ff305f93f3","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/370568248566104","isVote":1,"tweetType":1,"viewCount":4783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367742221537608,"gmtCreate":1730821383153,"gmtModify":1730821387504,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"\"Hold\" for more to come","listText":"\"Hold\" for more to come","text":"\"Hold\" for more to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367742221537608","repostId":"2481507222","repostType":4,"repost":{"id":"2481507222","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1730817329,"share":"https://ttm.financial/m/news/2481507222?lang=en_US&edition=fundamental","pubTime":"2024-11-05 22:35","market":"hk","language":"en","title":"Palantir Stock Soared on Results, Hitting New Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2481507222","media":"Benzinga Earnings","summary":"Palantir Technologies Inc (NYSE:PLTR) shares are making new highs on Tuesday after the company reported strong quarterly results driven by &#34;unrelenting&#34; AI demand. ","content":"<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Soared on Results, Hitting New Highs</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 Stock Soared on Results, Hitting New Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2024-11-05 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4023":"应用软件","BK4588":"碎股","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41746288/palantir-stock-is-hitting-new-highs-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481507222","content_text":"Palantir Technologies Inc (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.Q3 Revenue: $725.52 million, beating the consensus estimate of $701.13 millionQ3 EPS: 6 cents, versus estimates of 4 centsPalantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,\" Alex Karp, co-founder and CEO of Palantir, said in a letter to shareholders.Guidance: Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.\"We absolutely eviscerated this quarter, driven by unrelenting AI demand that won't slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,\" Karp said.Following the print, Wedbush analyst Dan Ives maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”\"Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,\" Ives said.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":4025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552219131015280,"gmtCreate":1775829985267,"gmtModify":1775829988999,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Meanwhile.. UBS themselves are stocking up...&nbsp;","listText":"Meanwhile.. UBS themselves are stocking up...&nbsp;","text":"Meanwhile.. UBS themselves are stocking up...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552219131015280","repostId":"2626911195","repostType":2,"repost":{"id":"2626911195","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1775813374,"share":"https://ttm.financial/m/news/2626911195?lang=en_US&edition=fundamental","pubTime":"2026-04-10 17:29","market":"fut","language":"en","title":"UBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170","url":"https://stock-news.laohu8.com/highlight/detail?id=2626911195","media":"MT Newswires Live","summary":"ServiceNow (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks an","content":"<html><body><p> <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>","source":"mtnewswires_news","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>UBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170</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\">\nUBS Downgrades ServiceNow to Neutral From Buy, Adjusts Price Target to $100 From $170\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-04-10 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626911195","content_text":"ServiceNow (NOW) has an average rating of buy and mean price target of $179.90, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)","news_type":1,"symbols_score_info":{"NOW":1.5}},"isVote":1,"tweetType":1,"viewCount":3665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367845603479776,"gmtCreate":1730823894603,"gmtModify":1730823898556,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","text":"$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367845603479776","isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"content":"We’re closing in again to the next price everyone 😉","text":"We’re closing in again to the next price everyone 😉","html":"We’re closing in again to the next price everyone 😉"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524535270561072,"gmtCreate":1769086416690,"gmtModify":1769087433475,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","listText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","text":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524535270561072","isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407475789258880,"gmtCreate":1740499112314,"gmtModify":1740499116041,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"Good news for opportunists","listText":"Good news for opportunists","text":"Good news for opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":5315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004103521,"gmtCreate":1642519295185,"gmtModify":1676533718320,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"title":"","htmlText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","listText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","text":"In order for us to show that we believe in yourcompany, your price needs to go down first 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004103521","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\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\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"MSFT":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}