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2023-12-27

$Tesla Motors(TSLA)$

2023-06-15

Price will inch up

Palantir: Still Undervalued After The Rally

2023-06-13

I am bullish about Tesla

Tesla: Stay Bullish

2023-01-23

great article

Tesla Is Finally Cheap - Strong Buy Now?

2023-01-09

👍

@boonk:$Alibaba(BABA)$ Alibaba (NYSE:BABA ) last released its quarterly earnings results on November 17th. It reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.37 by $0.13. The business had revenue of $29.12 billion for the quarter, compared to the consensus estimate of $31.07 billion. Alibaba Group had a return on equity of 10.61% and a net margin of 0.88%. On average, equities analysts predict that Alibaba Group will post 5.87 earnings per share for the current fiscal year

2022-11-28

$Palantir Technologies Inc.(PLTR)$ long term bullish

It's A Long Road For Palantir

2022-11-16

$Tesla Motors(TSLA)$ faster delivery would lead to higher turnover hopefully

Tesla Cuts Delivery Waiting Time for All Model 3, Model Y Cars

2022-10-27

$Tesla Motors(TSLA)$

Tesla Unveils Its Megafactory As Battery Production Ramps up

2022-10-24

$Palantir Technologies Inc.(PLTR)$

@Jasoncgs:$Palantir Technologies Inc.(PLTR)$ Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.

2022-10-21

$Tesla Motors(TSLA)$

@ToughCoyote:Tesla in 2022

2022-10-09

$Palantir Technologies Inc.(PLTR)$

@AmitKukreja: PALANTIR GOT 800M OF GOV DEALS THIS MONTH | Palantir Weekly #31

2022-10-04

$Palantir Technologies Inc.(PLTR)$

@Tiger_Newspress:Palantir Stock Jumps Premarket After Extending Controversial Defense Contract That Google Abandoned

2022-10-02

$Tesla Motors(TSLA)$

@onlyusedtesla:Key Takeaways from Tesla’s Revolutionary AI Day 2022

2022-09-29

$Palantir Technologies Inc.(PLTR)$

@YT Finance: Sofi Stock & PLTR stock price target of $16! Funds are buying SOFI stock! Palantir Stock news!

2022-09-28

$Tesla Motors(TSLA)$

Tesla Expects "Very High Volume" Deliveries at End of Quarter, Asks Workers to Help

2022-09-27

$Tesla Motors(TSLA)$

Tesla's Stock Emerges as Unlikely Megacap Rival to Apple

2022-09-25

$Tesla Motors(TSLA)$that's why

Why Tesla Dropped Over 4% Friday

2022-09-23

$Palantir Technologies Inc.(PLTR)$

“Bad Times Are Incredibly Good For Palantir”, CEO Alex Karp

2022-09-21

$Palantir Technologies Inc.(PLTR)$

Palantir Signs $20 Mln Deal With S.Korea's Hyundai Heavy Industries

2022-09-20

$Tesla Motors(TSLA)$

Tesla's German Battery Plant and Land Extension on Track - Mayor

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/1825f59291e81ce9694c11cbc939edfc","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/256480399249424","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187313686831352,"gmtCreate":1686758506846,"gmtModify":1686758511487,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"Price will inch up","listText":"Price will inch up","text":"Price will inch up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187313686831352","repostId":"2343621907","repostType":2,"repost":{"id":"2343621907","pubTimestamp":1686733039,"share":"https://ttm.financial/m/news/2343621907?lang=&edition=fundamental","pubTime":"2023-06-14 16:57","market":"us","language":"en","title":"Palantir: Still Undervalued After The Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2343621907","media":"seekingalpha","summary":"Sundry Photography Investment thesis Palantir Technologies (NYSE:PLTR) is one of the hottest stocks year-to-date. Investing after a massive rally like PLTR demonstrated this year is risky, but my valu","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e98accb4bbd2fb7441becfa31fd3b2\" tg-width=\"750\" tg-height=\"500\"/></p><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir demonstrated a stellar revenue increase over the past five years, and recent quarterly financial statements suggest solid growth momentum is still in place.</p></li><li><p>The latest earnings indicated a massive bullish signal because the company delivered its first-ever positive free cash flow quarter and my analysis suggests room for profitability improvement is huge.</p></li><li><p>My valuation analysis suggests the stock is more than 20% undervalued.</p></li></ul><h2>Investment thesis</h2><p>Palantir Technologies (NYSE:PLTR) is one of the hottest stocks year-to-date. Investing after a massive rally like PLTR demonstrated this year is risky, but my valuation analysis suggests the stock is significantly undervalued. The level of uncertainty regarding underlying assumptions is high, but even under very conservative growth expectations, the stock still looks undervalued. First quarter financial performance was an important milestone and a bullish signal that the company can generate solid free cash flow. My analysis suggests there is still huge room for further margin expansion in the upcoming quarters. The stock is a strong buy even after a 140% year-to-date rally, in my opinion.</p><h2>Company information</h2><p>Palantir is a software company specializing in data analysis and integration for clients across different sectors. According to the latest 10-K report, the company offers three software platforms: Gotham, Foundry, and Apollo. Gotham and Foundry enable institutions to transform massive amounts of information into an integrated data asset that reflects their operations. Apollo is a cloud-agnostic layer that coordinates the delivery of new features and security updates, helping to ensure the continuous operation of critical systems and allowing customers to run their software in virtually any environment.</p><p>The company&#39;s fiscal year ends on December 31. PLTR disaggregates its revenue into two reportable segments: Government [clients] and Commercial. In FY 2022, about 57% of the company&#39;s revenue is attributable to the Government segment.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb896161b32a31ba773a203812aec739\" tg-width=\"640\" tg-height=\"93\"/></p><p>Palantir&#39;s latest 10-K report</p><p></p><h2>Financials</h2><p>Palantir went public in 2020, so we have just a five year-horizon to analyze the long-term financial performance. The company&#39;s revenue increased more than three-fold over the five years. I like that profitability metrics improved significantly as the company&#39;s business scaled up.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65a46f82a094bc6441219875c8113e81\" tg-width=\"638\" tg-height=\"278\"/></p><p>Author&#39;s calculations</p><p></p><p>The company&#39;s operating expenses are high mainly because of very high SG&amp;A, especially the stock-based compensation [SBC]. During the IPO year, the SBC was massive, about 20% higher than the company&#39;s annual revenue. These expenses moderated since then but still represented about 30% of annual revenue in FY 2022. SG&amp;A represented about two-thirds of the company&#39;s sales, meaning there is still much room to optimize costs as the business scales up. From the operating expenses perspective, I like that the company allocates a significant portion of its sales to R&amp;D, meaning the management is working on fueling additional revenue growth with new features or products.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/486df01691a35b86d823cede9c49669e\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><p>The company&#39;s quarterly earnings history is relatively short, but we can see that revenue growth experiences strong momentum and is consistently double-digit. On the other hand, we can see that YoY revenue growth is decelerating. As revenue growth decelerates, the management should be very attentive to managing costs. And they do. In Q1 of FY 2023, the company demonstrated a positive operating margin for the first time. I like that the company did not sacrifice its R&amp;D and optimized SG&amp;A. Gross margin also shows resilience during the harsh environment, which is good for investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9503acc4218790f2a48035c017b337b\" tg-width=\"640\" tg-height=\"307\"/></p><p>Seeking Alpha</p><p></p><p>As a conservative investor, I pay much attention to the free cash flow [FCF] margin. During Q1, the company generated a positive levered FCF ex-SBC with a solid about 13% FCF margin. It is a massive bullish sign because we saw above that SG&amp;A still represented more than 60% of the company&#39;s sales. Therefore, there is vast room for profitability improvement as the business scales up in my opinion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da27a4e0aace0730e25afb18bf1fb26\" tg-width=\"363\" tg-height=\"168\"/></p><p>Author&#39;s calculations</p><p></p><p>The company&#39;s balance sheet is in excellent shape, with about $3 billion in cash and a solid net cash position. Overall, leverage ratios are very modest, and liquidity looks like a fortress. Based on the balance sheet, I believe the company has enough financial strength to weather any storm.</p><h2>Valuation</h2><p>The stock rallied more than 140% year-to-date, significantly outperforming the broad market. The company&#39;s strong Q1 earnings report with its first-ever positive operating profit triggered the stock price. The chart below shows that the major part of the rally began after the Q1 earnings release in early May.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/788f5f0697f6177b34754f17f14815a9\" tg-width=\"640\" tg-height=\"290\"/></p><p>Seeking Alpha</p><p></p><p>Seeking Alpha Quant assigns PLTR a relatively low &#34;D+&#34; valuation grade meaning there is tiny, if any, upside potential. This is because the valuation multiples of Palantir are very high. On the other hand, we can see that valuation ratios are moderating if compared to 5-year averages.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700d9dc7c606ac9366558dca4072045e\" tg-width=\"640\" tg-height=\"524\"/></p><p>Seeking Alpha</p><p></p><p>Multiples analysis is unfair for a growth company like Palantir, in my view, which just recently started delivering positive FCF. In my opinion, a discounted cash flow [DCF] approach is the best option for a growth company like Palantir. Valueinvesting.io suggests Palantir&#39;s WACC is 10%, which I use as a discount rate. I have revenue consensus estimates up to FY 2027 and project a 20% revenue growth after it. Overall, over a decade, revenue is expected to compound at 22% CAGR. This might look way too aggressive. On the other hand, the company is a pioneer and its opportunities are a blue ocean with vast growth opportunities. Moreover, we are currently at the beginning of the AI era, which is considered a Fifth Industrial Revolution by many. The company has a solid track record of revenue growth over the past five years, and it continues to invest substantial resources in R&amp;D. Therefore, I consider a 22% revenue CAGR reasonable. For FCF margin, I start with 12.78% for FY 2023, which is Q1&#39;s levered FCF margin ex-SBC. I expect the FCF margin to expand by 150 basis points early as the revenue increases rapidly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365296a2fd2bfb89f45fd915d73a30aa\" tg-width=\"640\" tg-height=\"245\"/></p><p>Author&#39;s calculations</p><p></p><p>As you can see above, the fair value is about $41 billion under the given assumptions. This means the stock is more than 20% undervalued even after a massive year-to-date rally. PLTR bears might argue that a 20% revenue CAGR might be too optimistic. For more conservative potential investors, let me simulate the second scenario with a 15% revenue CAGR for the years beyond FY 2027.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1d1d24f86d404acfbbe5ac9289b7518\" tg-width=\"640\" tg-height=\"241\"/></p><p>Author&#39;s calculations</p><p></p><p>According to my calculations, the stock is still undervalued even with a substantially slower revenue growth estimation. Therefore, the margin of safety looks solid.</p><h2>Risks to consider</h2><p>As an aggressive growth company, Palantir faces significant risks of failing to deliver expected revenue growth. Revenue demonstrating deceleration signals will significantly adversely affect the company&#39;s market capitalization. Failing to achieve sustainability in FCF margin expansion will also hit the stock price. Therefore, investors should remember that changes in underlying assumptions can massively move the fair stock price.</p><p>Palantir technology operates in a highly technologically sophisticated industry. The company has to sustain its competitive advantages over competitors to ensure the market share is safe. The company mitigates this risk by substantial investments in R&amp;D. But investing in R&amp;D is also risky since some of the bets might not pay off. Therefore, the company should continue to keep its brightest engineers.</p><h2>Bottom line</h2><p>To conclude, I believe that PLTR stock is a strong buy. The upside potential outweighs the potential risks. I believe that the last quarter was a significant pivot since the company delivered its first positive operating profit and levered FCF. Palantir&#39;s cost structure also suggests there is still massive room for increasing profitability margins.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Still Undervalued After The Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Still Undervalued After The Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611204-palantir-still-undervalued-after-the-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir demonstrated a stellar revenue increase over the past five years, and recent quarterly financial statements suggest solid growth momentum is still in place.The latest earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611204-palantir-still-undervalued-after-the-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4023":"应用软件","BK4543":"AI","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念"},"source_url":"https://seekingalpha.com/article/4611204-palantir-still-undervalued-after-the-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343621907","content_text":"SummaryPalantir demonstrated a stellar revenue increase over the past five years, and recent quarterly financial statements suggest solid growth momentum is still in place.The latest earnings indicated a massive bullish signal because the company delivered its first-ever positive free cash flow quarter and my analysis suggests room for profitability improvement is huge.My valuation analysis suggests the stock is more than 20% undervalued.Investment thesisPalantir Technologies (NYSE:PLTR) is one of the hottest stocks year-to-date. Investing after a massive rally like PLTR demonstrated this year is risky, but my valuation analysis suggests the stock is significantly undervalued. The level of uncertainty regarding underlying assumptions is high, but even under very conservative growth expectations, the stock still looks undervalued. First quarter financial performance was an important milestone and a bullish signal that the company can generate solid free cash flow. My analysis suggests there is still huge room for further margin expansion in the upcoming quarters. The stock is a strong buy even after a 140% year-to-date rally, in my opinion.Company informationPalantir is a software company specializing in data analysis and integration for clients across different sectors. According to the latest 10-K report, the company offers three software platforms: Gotham, Foundry, and Apollo. Gotham and Foundry enable institutions to transform massive amounts of information into an integrated data asset that reflects their operations. Apollo is a cloud-agnostic layer that coordinates the delivery of new features and security updates, helping to ensure the continuous operation of critical systems and allowing customers to run their software in virtually any environment.The company's fiscal year ends on December 31. PLTR disaggregates its revenue into two reportable segments: Government [clients] and Commercial. In FY 2022, about 57% of the company's revenue is attributable to the Government segment.Palantir's latest 10-K reportFinancialsPalantir went public in 2020, so we have just a five year-horizon to analyze the long-term financial performance. The company's revenue increased more than three-fold over the five years. I like that profitability metrics improved significantly as the company's business scaled up.Author's calculationsThe company's operating expenses are high mainly because of very high SG&A, especially the stock-based compensation [SBC]. During the IPO year, the SBC was massive, about 20% higher than the company's annual revenue. These expenses moderated since then but still represented about 30% of annual revenue in FY 2022. SG&A represented about two-thirds of the company's sales, meaning there is still much room to optimize costs as the business scales up. From the operating expenses perspective, I like that the company allocates a significant portion of its sales to R&D, meaning the management is working on fueling additional revenue growth with new features or products.Data by YChartsThe company's quarterly earnings history is relatively short, but we can see that revenue growth experiences strong momentum and is consistently double-digit. On the other hand, we can see that YoY revenue growth is decelerating. As revenue growth decelerates, the management should be very attentive to managing costs. And they do. In Q1 of FY 2023, the company demonstrated a positive operating margin for the first time. I like that the company did not sacrifice its R&D and optimized SG&A. Gross margin also shows resilience during the harsh environment, which is good for investors.Seeking AlphaAs a conservative investor, I pay much attention to the free cash flow [FCF] margin. During Q1, the company generated a positive levered FCF ex-SBC with a solid about 13% FCF margin. It is a massive bullish sign because we saw above that SG&A still represented more than 60% of the company's sales. Therefore, there is vast room for profitability improvement as the business scales up in my opinion.Author's calculationsThe company's balance sheet is in excellent shape, with about $3 billion in cash and a solid net cash position. Overall, leverage ratios are very modest, and liquidity looks like a fortress. Based on the balance sheet, I believe the company has enough financial strength to weather any storm.ValuationThe stock rallied more than 140% year-to-date, significantly outperforming the broad market. The company's strong Q1 earnings report with its first-ever positive operating profit triggered the stock price. The chart below shows that the major part of the rally began after the Q1 earnings release in early May.Seeking AlphaSeeking Alpha Quant assigns PLTR a relatively low \"D+\" valuation grade meaning there is tiny, if any, upside potential. This is because the valuation multiples of Palantir are very high. On the other hand, we can see that valuation ratios are moderating if compared to 5-year averages.Seeking AlphaMultiples analysis is unfair for a growth company like Palantir, in my view, which just recently started delivering positive FCF. In my opinion, a discounted cash flow [DCF] approach is the best option for a growth company like Palantir. Valueinvesting.io suggests Palantir's WACC is 10%, which I use as a discount rate. I have revenue consensus estimates up to FY 2027 and project a 20% revenue growth after it. Overall, over a decade, revenue is expected to compound at 22% CAGR. This might look way too aggressive. On the other hand, the company is a pioneer and its opportunities are a blue ocean with vast growth opportunities. Moreover, we are currently at the beginning of the AI era, which is considered a Fifth Industrial Revolution by many. The company has a solid track record of revenue growth over the past five years, and it continues to invest substantial resources in R&D. Therefore, I consider a 22% revenue CAGR reasonable. For FCF margin, I start with 12.78% for FY 2023, which is Q1's levered FCF margin ex-SBC. I expect the FCF margin to expand by 150 basis points early as the revenue increases rapidly.Author's calculationsAs you can see above, the fair value is about $41 billion under the given assumptions. This means the stock is more than 20% undervalued even after a massive year-to-date rally. PLTR bears might argue that a 20% revenue CAGR might be too optimistic. For more conservative potential investors, let me simulate the second scenario with a 15% revenue CAGR for the years beyond FY 2027.Author's calculationsAccording to my calculations, the stock is still undervalued even with a substantially slower revenue growth estimation. Therefore, the margin of safety looks solid.Risks to considerAs an aggressive growth company, Palantir faces significant risks of failing to deliver expected revenue growth. Revenue demonstrating deceleration signals will significantly adversely affect the company's market capitalization. Failing to achieve sustainability in FCF margin expansion will also hit the stock price. Therefore, investors should remember that changes in underlying assumptions can massively move the fair stock price.Palantir technology operates in a highly technologically sophisticated industry. The company has to sustain its competitive advantages over competitors to ensure the market share is safe. The company mitigates this risk by substantial investments in R&D. But investing in R&D is also risky since some of the bets might not pay off. Therefore, the company should continue to keep its brightest engineers.Bottom lineTo conclude, I believe that PLTR stock is a strong buy. The upside potential outweighs the potential risks. I believe that the last quarter was a significant pivot since the company delivered its first positive operating profit and levered FCF. Palantir's cost structure also suggests there is still massive room for increasing profitability margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186901208854680,"gmtCreate":1686669611641,"gmtModify":1686669616009,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"I am bullish about Tesla","listText":"I am bullish about Tesla","text":"I am bullish about Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186901208854680","repostId":"2343540650","repostType":2,"repost":{"id":"2343540650","pubTimestamp":1686657080,"share":"https://ttm.financial/m/news/2343540650?lang=&edition=fundamental","pubTime":"2023-06-13 19:51","market":"us","language":"en","title":"Tesla: Stay Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2343540650","media":"seekingalpha","summary":"solarseven Investment Thesis As Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of e","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98badd41434691e198aa8f2637aaccf7\" tg-width=\"750\" tg-height=\"477\"/></p><h2>Investment Thesis</h2><p>As <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (&#34;EV&#34;) pioneer finds itself at the intersection of exciting opportunities and daunting obstacles.</p><p>On the bullish side, the eligibility of all Tesla Model 3 and Model Y variants for the entire federal tax credit, coupled with the company&#39;s scale advantage and recent price cuts, promises increased sales and competitiveness. However, bearish catalysts loom, including Elon Musk&#39;s legal battles, concerns about divided attention, and the challenges posed by a global economic downturn and intensified competition.</p><p>I had avoided Tesla stocks for years due to the unreasonably high valuations resulting from the EV hype. However, following the crash in 2022, TSLA was a no-brainer. Six months down the road, TSLA is one of the top-performing contributors in the Yiazou model portfolio, and I foresee more upside for the stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d6d04c18c29ce1640d6b9dc0cfdeefa\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><h2>Model-3 EV Tax Qualification</h2><p>The recent update regarding the eligibility of all Tesla Model 3 and Model Y variants for the full $7,500 federal tax credit for clean cars has significant implications for Tesla and the EV market. The credit may increase demand for Tesla&#39;s Model 3 and Model Y vehicles. With the full tax credit availability, these EVs become more affordable, effectively reducing the purchase price. The affordability factor is crucial to driving consumer adoption of EVs by reducing the financial barrier. It can lead to a boost in sales volume for Tesla, particularly for the entry-level models that have seen a reduction in their post-tax credit prices. The increased demand may contribute to Tesla&#39;s overall market share growth in the EV segment.</p><p>In addition to driving sales volume, the expanded eligibility for the federal tax credit strengthens Tesla&#39;s competitive position against other EV manufacturers. Some competitors, like the Hyundai Ioniq 6 and Polestar 2, do not qualify for federal credit due to battery material sourcing and vehicle manufacturing locations. However, Tesla can now offer full credit to all its Model 3 and Model Y variants. This gives Tesla a pricing advantage and enhances its appeal to potential customers.</p><p>It is important to consider the evolving landscape of EV incentives and regulations when analyzing the impact of this change. The eligibility criteria for federal tax credits can change, and investors can expect requirements for critical mineral sourcing and battery component manufacturing to become more stringent by 2024. As a major EV player, Tesla will need to adapt its sourcing and manufacturing strategies to maintain eligibility for future tax credits. Compliance with these evolving requirements will be crucial for Tesla&#39;s continued success in maximizing incentives and maintaining competitive pricing.</p><p>Furthermore, state-level incentives can further impact the affordability of Tesla vehicles. Customers in states with additional tax credits or incentives may experience even greater price reductions, making Tesla vehicles more attractive and affordable compared to gas-powered alternatives. Understanding these regional variations in incentives is important for evaluating the potential impact on Tesla&#39;s sales and market penetration in different states.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46c3ab847445b7318a44c2a520e5de87\" tg-width=\"1280\" tg-height=\"627\"/></p><p>tesla.com</p><p></p><h2>Elon Musk &amp; Insider Trading</h2><p>Musk, the CEO of Tesla, is facing allegations of insider trading and manipulating the cryptocurrency Dogecoin. These accusations have significant implications for both Musk and Tesla, potentially leading to legal consequences, reputational damage, and a negative impact on Tesla&#39;s stock performance.</p><p>Of course, insider trading is illegal; if proven, Musk could face severe penalties, fines, and even criminal charges. The allegations of market manipulation and fraudulent practices could also harm Musk&#39;s reputation as a prominent figure in the tech and business world, affecting his standing in Tesla and other ventures (such as SpaceX).</p><p>From an investor perspective, these accusations could undermine Tesla&#39;s confidence and leadership. Shareholders may become concerned about the company&#39;s governance and ethical practices, leading to a decline in stock value. Additionally, negative sentiment surrounding the allegations might impact Tesla&#39;s ability to attract or retain new investors.</p><p>Furthermore, the accusations of insider trading and market manipulation could have long-term impacts on Tesla&#39;s growth. Firstly, legal repercussions and regulatory scrutiny could divert management&#39;s attention and resources from core business operations, hindering product development, innovation, and scaling up production. Also, if Tesla is perceived as being involved in unethical practices, it could lead to a loss of trust, impacting customer loyalty and sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db6b4d0375e1281b4b871c792c1f71d2\" tg-width=\"1280\" tg-height=\"651\"/></p><p>Massive activity in Dogecoin during Musk&#39;s appearance on SNL in 2021. (reddit.com)</p><p></p><h2>The Twitter Effect</h2><p>The recent announcement of Elon Musk stepping down as CEO of Twitter and assuming the role of chief technology officer for the social media platform has generated positive sentiment among Tesla shareholders. This move benefits Tesla&#39;s stock, allowing Musk to devote more attention to his companies, Tesla and SpaceX.</p><p>However, Musk&#39;s departure from Twitter may translate into something other than advantages for Tesla. It allows Musk to focus on other ventures, such as his new startup X.AI, potentially diverting his attention from Tesla. There are also speculations regarding Musk&#39;s interest in developing an alternative to OpenAI&#39;s ChatGPT, named &#34;TruthGPT,&#34; which could further shift his focus from Tesla.</p><p>Nevertheless, there are data points beyond the Twitter announcement that provide optimism for Tesla shareholders. For instance, lengthy wait times suggest that demand for Tesla vehicles remains robust despite increased competition in the EV market.</p><p>Furthermore, Elon Musk&#39;s decision to consider advertising for Tesla marks a significant shift in the company&#39;s strategy. Previously, Musk had dismissed the need for advertising, citing high demand for Tesla vehicles. However, increased competition in the EV space, coupled with rising interest rates, has led to price cuts by Tesla and potential margin pressure. Musk&#39;s willingness to explore advertising demonstrates his recognition of changing market dynamics and the importance of capturing a larger population segment.</p><p>Musk&#39;s departure from Twitter, perceived as a &#34;lingering albatross,&#34; may alleviate concerns and distractions, providing investors with a clearer view of Tesla&#39;s performance and potential. The positive sentiment can translate into increased investor confidence and support for Tesla&#39;s growth initiatives. On the other hand, Musk&#39;s focus on other projects and competing with OpenAI&#39;s ChatGPT may divert his attention away from Tesla. This potential shift in priorities could impact Tesla&#39;s growth if Musk significantly veers from the company.</p><h2>A Challenging 2023</h2><p>In the face of a global economic downturn and high-interest rates, Tesla is anticipating a challenging year ahead. Musk has acknowledged the impact of the global economic environment on Tesla&#39;s operations and financial performance but remains optimistic about the company&#39;s ability to overcome these difficulties.</p><p>One of the key challenges Tesla is currently experiencing is a loss of market share in the US EV market. As more affordable EV options become available, Tesla&#39;s dominance in the market is gradually diminishing. In 2021, Tesla held a market share of 70.5%, which dropped to 63.5% in 2022. Established automakers such as General Motors (GM), Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are intensifying their production of EVs, posing increased competition for Tesla. The availability of more affordable options, like the Chevrolet Bolt, is attracting consumers away from Tesla&#39;s higher-priced models.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbba029ab0e95a7f286d1553c0e1a250\" tg-width=\"863\" tg-height=\"524\"/></p><p>qz.com</p><p></p><p>Tesla has implemented significant price cuts on its vehicles worldwide to address this competition. However, concerns arise regarding weakened demand and the need for Tesla to compete in price, which contradicts its previous strategy of rarely offering discounts.</p><p>Another significant challenge for Tesla lies in its relationship with China. Elon Musk&#39;s recent visit to China did not result in concrete deals or agreements for expanding Tesla&#39;s Shanghai Gigafactory. This visit occurred amid deteriorating relations between Beijing and the West. While Shanghai officials expressed their support for Tesla&#39;s expansion plans and welcomed new products and technologies, uncertainties persist regarding the regulatory environment and geopolitical tensions that could potentially impact Tesla&#39;s operations in China.</p><p>Also, a weak global economy may result in reduced consumer spending, which may compress the demand for EVs, including those manufactured by Tesla. Additionally, higher interest rates can increase borrowing costs for Tesla, potentially influencing its expansion plans and overall profitability.</p><p>Moreover, Tesla is confronting heightened competition in the EV market. As highlighted in the article, Tesla&#39;s market share in the U.S. has declined as new, more affordable options enter the market. Established automakers are ramping up their production of EVs across various price ranges, offering consumers choices. While price cuts can stimulate demand in the short term, they may also impact profitability. Offering discounts and lowering prices can attract buyers in the short run, but if demand fails to increase significantly, it could squeeze profit margins.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/080e027c87f7e3af514d090ebad67917\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><p>Despite these challenges, Tesla benefits from its scale advantage by establishing new factories and increasing production capacity. Expanding production in different locations may assist Tesla in meeting the growing demand for EVs and lower production costs.</p><h2>Takeaway</h2><p>In conclusion, while Tesla, Inc. faces various challenges in 2023, including increased competition, legal battles, and economic uncertainties, there are reasons to maintain a modestly bullish outlook for the company. The expanded eligibility for the federal tax credit enhances Tesla&#39;s competitiveness and growth prospects in the EV market. Elon Musk&#39;s focus on Tesla following his departure from Twitter could lead to more efficient decision-making and strategic planning. Finally, Tesla&#39;s scale advantage, with new factories and increased production capacity, positions the company well to meet growing EV demand.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Stay Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Stay Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611004-tesla-stay-bullish><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisAs Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of exciting ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611004-tesla-stay-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4077":"互动媒体与服务","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4508":"社交媒体","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4566":"资本集团","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4559":"巴菲特持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://seekingalpha.com/article/4611004-tesla-stay-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343540650","content_text":"Investment ThesisAs Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of exciting opportunities and daunting obstacles.On the bullish side, the eligibility of all Tesla Model 3 and Model Y variants for the entire federal tax credit, coupled with the company's scale advantage and recent price cuts, promises increased sales and competitiveness. However, bearish catalysts loom, including Elon Musk's legal battles, concerns about divided attention, and the challenges posed by a global economic downturn and intensified competition.I had avoided Tesla stocks for years due to the unreasonably high valuations resulting from the EV hype. However, following the crash in 2022, TSLA was a no-brainer. Six months down the road, TSLA is one of the top-performing contributors in the Yiazou model portfolio, and I foresee more upside for the stock.Data by YChartsModel-3 EV Tax QualificationThe recent update regarding the eligibility of all Tesla Model 3 and Model Y variants for the full $7,500 federal tax credit for clean cars has significant implications for Tesla and the EV market. The credit may increase demand for Tesla's Model 3 and Model Y vehicles. With the full tax credit availability, these EVs become more affordable, effectively reducing the purchase price. The affordability factor is crucial to driving consumer adoption of EVs by reducing the financial barrier. It can lead to a boost in sales volume for Tesla, particularly for the entry-level models that have seen a reduction in their post-tax credit prices. The increased demand may contribute to Tesla's overall market share growth in the EV segment.In addition to driving sales volume, the expanded eligibility for the federal tax credit strengthens Tesla's competitive position against other EV manufacturers. Some competitors, like the Hyundai Ioniq 6 and Polestar 2, do not qualify for federal credit due to battery material sourcing and vehicle manufacturing locations. However, Tesla can now offer full credit to all its Model 3 and Model Y variants. This gives Tesla a pricing advantage and enhances its appeal to potential customers.It is important to consider the evolving landscape of EV incentives and regulations when analyzing the impact of this change. The eligibility criteria for federal tax credits can change, and investors can expect requirements for critical mineral sourcing and battery component manufacturing to become more stringent by 2024. As a major EV player, Tesla will need to adapt its sourcing and manufacturing strategies to maintain eligibility for future tax credits. Compliance with these evolving requirements will be crucial for Tesla's continued success in maximizing incentives and maintaining competitive pricing.Furthermore, state-level incentives can further impact the affordability of Tesla vehicles. Customers in states with additional tax credits or incentives may experience even greater price reductions, making Tesla vehicles more attractive and affordable compared to gas-powered alternatives. Understanding these regional variations in incentives is important for evaluating the potential impact on Tesla's sales and market penetration in different states.tesla.comElon Musk & Insider TradingMusk, the CEO of Tesla, is facing allegations of insider trading and manipulating the cryptocurrency Dogecoin. These accusations have significant implications for both Musk and Tesla, potentially leading to legal consequences, reputational damage, and a negative impact on Tesla's stock performance.Of course, insider trading is illegal; if proven, Musk could face severe penalties, fines, and even criminal charges. The allegations of market manipulation and fraudulent practices could also harm Musk's reputation as a prominent figure in the tech and business world, affecting his standing in Tesla and other ventures (such as SpaceX).From an investor perspective, these accusations could undermine Tesla's confidence and leadership. Shareholders may become concerned about the company's governance and ethical practices, leading to a decline in stock value. Additionally, negative sentiment surrounding the allegations might impact Tesla's ability to attract or retain new investors.Furthermore, the accusations of insider trading and market manipulation could have long-term impacts on Tesla's growth. Firstly, legal repercussions and regulatory scrutiny could divert management's attention and resources from core business operations, hindering product development, innovation, and scaling up production. Also, if Tesla is perceived as being involved in unethical practices, it could lead to a loss of trust, impacting customer loyalty and sales.Massive activity in Dogecoin during Musk's appearance on SNL in 2021. (reddit.com)The Twitter EffectThe recent announcement of Elon Musk stepping down as CEO of Twitter and assuming the role of chief technology officer for the social media platform has generated positive sentiment among Tesla shareholders. This move benefits Tesla's stock, allowing Musk to devote more attention to his companies, Tesla and SpaceX.However, Musk's departure from Twitter may translate into something other than advantages for Tesla. It allows Musk to focus on other ventures, such as his new startup X.AI, potentially diverting his attention from Tesla. There are also speculations regarding Musk's interest in developing an alternative to OpenAI's ChatGPT, named \"TruthGPT,\" which could further shift his focus from Tesla.Nevertheless, there are data points beyond the Twitter announcement that provide optimism for Tesla shareholders. For instance, lengthy wait times suggest that demand for Tesla vehicles remains robust despite increased competition in the EV market.Furthermore, Elon Musk's decision to consider advertising for Tesla marks a significant shift in the company's strategy. Previously, Musk had dismissed the need for advertising, citing high demand for Tesla vehicles. However, increased competition in the EV space, coupled with rising interest rates, has led to price cuts by Tesla and potential margin pressure. Musk's willingness to explore advertising demonstrates his recognition of changing market dynamics and the importance of capturing a larger population segment.Musk's departure from Twitter, perceived as a \"lingering albatross,\" may alleviate concerns and distractions, providing investors with a clearer view of Tesla's performance and potential. The positive sentiment can translate into increased investor confidence and support for Tesla's growth initiatives. On the other hand, Musk's focus on other projects and competing with OpenAI's ChatGPT may divert his attention away from Tesla. This potential shift in priorities could impact Tesla's growth if Musk significantly veers from the company.A Challenging 2023In the face of a global economic downturn and high-interest rates, Tesla is anticipating a challenging year ahead. Musk has acknowledged the impact of the global economic environment on Tesla's operations and financial performance but remains optimistic about the company's ability to overcome these difficulties.One of the key challenges Tesla is currently experiencing is a loss of market share in the US EV market. As more affordable EV options become available, Tesla's dominance in the market is gradually diminishing. In 2021, Tesla held a market share of 70.5%, which dropped to 63.5% in 2022. Established automakers such as General Motors (GM), Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are intensifying their production of EVs, posing increased competition for Tesla. The availability of more affordable options, like the Chevrolet Bolt, is attracting consumers away from Tesla's higher-priced models.qz.comTesla has implemented significant price cuts on its vehicles worldwide to address this competition. However, concerns arise regarding weakened demand and the need for Tesla to compete in price, which contradicts its previous strategy of rarely offering discounts.Another significant challenge for Tesla lies in its relationship with China. Elon Musk's recent visit to China did not result in concrete deals or agreements for expanding Tesla's Shanghai Gigafactory. This visit occurred amid deteriorating relations between Beijing and the West. While Shanghai officials expressed their support for Tesla's expansion plans and welcomed new products and technologies, uncertainties persist regarding the regulatory environment and geopolitical tensions that could potentially impact Tesla's operations in China.Also, a weak global economy may result in reduced consumer spending, which may compress the demand for EVs, including those manufactured by Tesla. Additionally, higher interest rates can increase borrowing costs for Tesla, potentially influencing its expansion plans and overall profitability.Moreover, Tesla is confronting heightened competition in the EV market. As highlighted in the article, Tesla's market share in the U.S. has declined as new, more affordable options enter the market. Established automakers are ramping up their production of EVs across various price ranges, offering consumers choices. While price cuts can stimulate demand in the short term, they may also impact profitability. Offering discounts and lowering prices can attract buyers in the short run, but if demand fails to increase significantly, it could squeeze profit margins.Data by YChartsDespite these challenges, Tesla benefits from its scale advantage by establishing new factories and increasing production capacity. Expanding production in different locations may assist Tesla in meeting the growing demand for EVs and lower production costs.TakeawayIn conclusion, while Tesla, Inc. faces various challenges in 2023, including increased competition, legal battles, and economic uncertainties, there are reasons to maintain a modestly bullish outlook for the company. The expanded eligibility for the federal tax credit enhances Tesla's competitiveness and growth prospects in the EV market. Elon Musk's focus on Tesla following his departure from Twitter could lead to more efficient decision-making and strategic planning. Finally, Tesla's scale advantage, with new factories and increased production capacity, positions the company well to meet growing EV demand.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952311963,"gmtCreate":1674447560853,"gmtModify":1676538940825,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"great article","listText":"great article","text":"great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952311963","repostId":"2305998490","repostType":2,"repost":{"id":"2305998490","pubTimestamp":1674426600,"share":"https://ttm.financial/m/news/2305998490?lang=&edition=fundamental","pubTime":"2023-01-23 06:30","market":"us","language":"en","title":"Tesla Is Finally Cheap - Strong Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2305998490","media":"Seeking Alpha","summary":"SummaryTesla and cheap are two words that you don't typically see together.However, with the stock c","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla and cheap are two words that you don&#39;t typically see together.</li><li>However, with the stock crashing by 75% from peak to trough, Tesla&#39;s stock looks relatively inexpensive.</li><li>Tesla&#39;s stock only trades at 12-15 times higher end forward (2024) earnings estimates.</li><li>Tesla is not a value company, and as sentiment improves, Tesla&#39;s stock should move much higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f82a1d65c16e837c65e45c41b4c892e\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Spencer Platt</span></p><p>Tesla, Inc. (NASDAQ:TSLA) has been on a wild rollercoaster ride in recent years. I was long the company&#39;s stock throughout most of the time from October 2013 to early November 2021. However, I called out the company&#39;s stock for being significantly overbought during theheight of the tech bubble in November 2021. I released my position at about $395 (split adjusted). The Tesla top materialized at about $420, and the stock recently hit a low of just $100, illustrating a spectacular 75% peak-to-trough decline during this bear market phase.</p><p><b>Tesla 1-Year Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/282600a9c7bebad468d950c73312023d\" tg-width=\"640\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><span>TSLA (StockCharts.com)</span></p><p>Tesla&#39;s epic decline may have culminated in a bottom around the $100 level. Even if Tesla&#39;s stock were to travel lower, the downside is likely limited, and with Tesla&#39;s stock price at $100 or lower, the shares are essentially a gift. Tesla is trading at around 20 times projected EPS estimates (consensus). However, the stock may sell at 12-15 times forward EPS estimates if the company can achieve higher-end EPS results. Also, Tesla is far from a value stock and could continue delivering 30-20% revenue growth for most of the decade. Therefore, Tesla&#39;s stock price is oversold and undervalued and is a strong buy intermediate and long term.</p><h2>China: The Key Component to Tesla&#39;s Success</h2><p>China is a critical market for Tesla. Fortunately, Tesla has the necessary ingredients to do great things in China. Firstly, China remains the crucial and most lucrative electric vehicle (&#34;EV&#34;) market globally. China&#39;s population is more than four times that of the U.S., with more than 500 million drivers. Moreover, China is exceptionally EV-friendly and has the most dynamic EV market globally. China sold 5.67 million EVs and plug-ins in 2022. More than four million vehicles were 100% EVs, more than five times the number of all-electric vehicles sold in the U.S. last year.</p><p><b>China EV Sales - Up Almost 200% Over 18 Months</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a05966b50379cec911eaf85401fa4a1\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/><span>EV Sales (FT.com)</span></p><p>During this challenging slowdown, most of the global EV growth has come from China. While Europe and North American sales have increased modestly, China&#39;s EV sales have skyrocketed, nearly tripling in the last 18 months. Also, global EV sales should rebound in crucial markets that have lagged recently. Therefore, Tesla and other EV sales will likely boom in critical markets like China, North America, Europe, and others as the company advances in the coming years.</p><h2>Tesla&#39;s Price-Cut Advantage</h2><p>Tesla is well-positioned to capitalize on China&#39;s booming EV transition. The company&#39;s registrations surged last month. Tesla delivered more than 710,000 vehicles from its Shanghai factory in 2022. Tesla&#39;s sales surged after the company dropped prices in China, illustrating another advantage due to Tesla&#39;s economies of scale and remarkably high profitability. Tesla can lower prices in other areas globally to spur sales and improve demand while the slowdown persists. The company can scale prices back up as the next recovery materializes.</p><p>Tesla remains the leader in innovation and technology in the EV segment and is akin to the iPhone of electric cars. Therefore, Tesla vehicles should continue garnering substantial demand in China and globally. China EV sales surged by 71% in November, with Tesla delivering a record 100,291 Chinese-made cars. Tesla&#39;s Model 3 and Y vehicles remain wildly popular in China and many parts of the world. Tesla should continue growing revenues substantially as its China, Asia, Europe, and other business segments continue expanding in future years.</p><p><b>Tesla&#39;s Outstanding Deliveries Data</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/520bd1d43d0eca0ae2f272382423e07f\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/><span>Deliveries (Statista.com)</span></p><p>Tesla closed out 2022 with more than 1.3 million vehicle deliveries. The surge represents a unit sales increase of 40% over last year. In Q4, Tesla reported deliveries of roughly 405K cars and production of about 440K vehicles. The lag in deliveries (relative to production) could be due to year-end orders that should transfer over to Q1 deliveries. Regardless, Tesla continues showing remarkable production capacity and significant growth momentum that should continue for years.</p><h2>Q4 - Strong Deliveries Translate to Significant Revenue</h2><p>Tesla delivered 17,147 Models S/X vehicles, 9% of which were subject to leasing. Therefore, Tesla sold approximately 15,604 Model S/X vehicles last quarter. Using an ASP of $120,000 for Tesla&#39;s premium models, the company likely made <i>$1.9 billion</i> in revenues from Model S/X sales in Q4.</p><p>Tesla&#39;s Model 3/Y segment delivered 388,131 vehicles last quarter, 4% of which were subject to lease accounting. Therefore, Tesla sold approximately 372,606 Model 3/Y vehicles in the fourth quarter. Even with the recent price cuts, I suspect the ASP came in around $50,000. Thus, Tesla&#39;s Model 3/Y segment may have delivered around <i>$18.7 billion</i> in Q4.</p><p>Tesla&#39;s leasing, energy generation and storage, and services segments may have provided around <i>$3.8 billion</i> in revenues in the fourth quarter. Therefore, Tesla&#39;s revenues should be around <i>$24.5 billion</i> for the fourth quarter, roughly a 38% YoY revenue increase.</p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0df73bdd213e08fde9e99d50f286555c\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/><span>Revenue Estimates (seekingalpha.com)</span></p><p>2022&#39;s revenues should come in at about <i>$82 billion</i> (52% YoY growth), and we should continue seeing significant revenue growth in the coming years. We could see 20-30% YoY revenue growth for most of this decade. Provided the consensus estimates, Tesla is trading at less than three times next year&#39;s (2024) projected sales. Additionally, Tesla is becoming increasingly cheap on a P/E basis.</p><h2>Is Tesla a Value Company Now?</h2><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7158db60b7f0e99d393120ce4c94c215\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (seekingalpha.com)</span></p><p>While Tesla&#39;s 2022 EPS should come in at approximately $4, the company should earn more than $6 in 2024. Therefore, Tesla is trading at just 20 times the forward consensus EPS estimate. Additionally, EPS estimates have been lowered due to the transitory economic slowdown. There is a strong probability that Tesla could outperform in 2024, delivering $8-10 in EPS instead of the projected $6.10 consensus estimate figure. If Tesla achieves my $8-10 EPS estimate in 2024, the company will be trading at just 12-15 times forward earnings now. This valuation is remarkably cheap for a dominant market-leading growth company in Tesla&#39;s position. Therefore, as the slowdown moderates and market sentiment improves, Tesla&#39;s stock price should travel significantly higher.</p><p><b>What Wall St. Thinks</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c74dfd93b94caf5f438fe1e404546898\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/><span>Price Targets (seekingalpha.com)</span></p><p>While the lowest price target remains incredibly depressed below $100, the average analyst on Wall St. expects the company&#39;s stock to appreciate by about 56% by the end of the year. Some very bullish estimates project a stock price of around <i>$350</i>. However, I am more modest and believe Tesla&#39;s stock could reach approximately $250 by year-end, doubling from current levels. Moreover, Tesla&#39;s stock price could increase several-fold over the next few years.</p><p>Here&#39;s Where Tesla&#39;s Stock Could Be By 2030</p><table><tbody><tr><td><b>Year</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td><td><b>2028</b></td><td><b>2029</b></td><td><b>2030</b></td></tr><tr><td><b>Revenue Bs</b></td><td>$124</td><td>$178</td><td>$235</td><td>$315</td><td>$400</td><td>$510</td><td>$640</td><td>$770</td></tr><tr><td><b>Revenue growth</b></td><td>51%</td><td>44%</td><td>32%</td><td>34%</td><td>27%</td><td>27%</td><td>25%</td><td>20%</td></tr><tr><td><b>EPS</b></td><td>$7</td><td>$10</td><td>$14</td><td>$19</td><td>$25</td><td>$32</td><td>$38</td><td>$45</td></tr><tr><td><b>EPS growth</b></td><td>70%</td><td>43%</td><td>40%</td><td>38%</td><td>32%</td><td>28%</td><td>19%</td><td>18%</td></tr><tr><td><b>Forward P/E</b></td><td>12</td><td>15</td><td>18</td><td>21</td><td>22</td><td>21</td><td>20</td><td>19</td></tr><tr><td><b>Stock price</b></td><td>$120</td><td>$210</td><td>$342</td><td>$525</td><td>$704</td><td>$798</td><td>$900</td><td>$1,007</td></tr></tbody></table><p>Source: The Financial Prophet</p><h2>Risks to Tesla</h2><p><b>There are risks</b> - The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.</p><p><i>This article is written by Victor Dergunov for reference only. Please note the risks.</i></p></body></html>","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>Tesla Is Finally Cheap - Strong Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Finally Cheap - Strong Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571301-tesla-is-finally-cheap-strong-buy-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla and cheap are two words that you don't typically see together.However, with the stock crashing by 75% from peak to trough, Tesla's stock looks relatively inexpensive.Tesla's stock only ...</p>\n\n<a href=\"https://seekingalpha.com/article/4571301-tesla-is-finally-cheap-strong-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4555":"新能源车","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4551":"寇图资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4571301-tesla-is-finally-cheap-strong-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305998490","content_text":"SummaryTesla and cheap are two words that you don't typically see together.However, with the stock crashing by 75% from peak to trough, Tesla's stock looks relatively inexpensive.Tesla's stock only trades at 12-15 times higher end forward (2024) earnings estimates.Tesla is not a value company, and as sentiment improves, Tesla's stock should move much higher in the coming years.Spencer PlattTesla, Inc. (NASDAQ:TSLA) has been on a wild rollercoaster ride in recent years. I was long the company's stock throughout most of the time from October 2013 to early November 2021. However, I called out the company's stock for being significantly overbought during theheight of the tech bubble in November 2021. I released my position at about $395 (split adjusted). The Tesla top materialized at about $420, and the stock recently hit a low of just $100, illustrating a spectacular 75% peak-to-trough decline during this bear market phase.Tesla 1-Year ChartTSLA (StockCharts.com)Tesla's epic decline may have culminated in a bottom around the $100 level. Even if Tesla's stock were to travel lower, the downside is likely limited, and with Tesla's stock price at $100 or lower, the shares are essentially a gift. Tesla is trading at around 20 times projected EPS estimates (consensus). However, the stock may sell at 12-15 times forward EPS estimates if the company can achieve higher-end EPS results. Also, Tesla is far from a value stock and could continue delivering 30-20% revenue growth for most of the decade. Therefore, Tesla's stock price is oversold and undervalued and is a strong buy intermediate and long term.China: The Key Component to Tesla's SuccessChina is a critical market for Tesla. Fortunately, Tesla has the necessary ingredients to do great things in China. Firstly, China remains the crucial and most lucrative electric vehicle (\"EV\") market globally. China's population is more than four times that of the U.S., with more than 500 million drivers. Moreover, China is exceptionally EV-friendly and has the most dynamic EV market globally. China sold 5.67 million EVs and plug-ins in 2022. More than four million vehicles were 100% EVs, more than five times the number of all-electric vehicles sold in the U.S. last year.China EV Sales - Up Almost 200% Over 18 MonthsEV Sales (FT.com)During this challenging slowdown, most of the global EV growth has come from China. While Europe and North American sales have increased modestly, China's EV sales have skyrocketed, nearly tripling in the last 18 months. Also, global EV sales should rebound in crucial markets that have lagged recently. Therefore, Tesla and other EV sales will likely boom in critical markets like China, North America, Europe, and others as the company advances in the coming years.Tesla's Price-Cut AdvantageTesla is well-positioned to capitalize on China's booming EV transition. The company's registrations surged last month. Tesla delivered more than 710,000 vehicles from its Shanghai factory in 2022. Tesla's sales surged after the company dropped prices in China, illustrating another advantage due to Tesla's economies of scale and remarkably high profitability. Tesla can lower prices in other areas globally to spur sales and improve demand while the slowdown persists. The company can scale prices back up as the next recovery materializes.Tesla remains the leader in innovation and technology in the EV segment and is akin to the iPhone of electric cars. Therefore, Tesla vehicles should continue garnering substantial demand in China and globally. China EV sales surged by 71% in November, with Tesla delivering a record 100,291 Chinese-made cars. Tesla's Model 3 and Y vehicles remain wildly popular in China and many parts of the world. Tesla should continue growing revenues substantially as its China, Asia, Europe, and other business segments continue expanding in future years.Tesla's Outstanding Deliveries DataDeliveries (Statista.com)Tesla closed out 2022 with more than 1.3 million vehicle deliveries. The surge represents a unit sales increase of 40% over last year. In Q4, Tesla reported deliveries of roughly 405K cars and production of about 440K vehicles. The lag in deliveries (relative to production) could be due to year-end orders that should transfer over to Q1 deliveries. Regardless, Tesla continues showing remarkable production capacity and significant growth momentum that should continue for years.Q4 - Strong Deliveries Translate to Significant RevenueTesla delivered 17,147 Models S/X vehicles, 9% of which were subject to leasing. Therefore, Tesla sold approximately 15,604 Model S/X vehicles last quarter. Using an ASP of $120,000 for Tesla's premium models, the company likely made $1.9 billion in revenues from Model S/X sales in Q4.Tesla's Model 3/Y segment delivered 388,131 vehicles last quarter, 4% of which were subject to lease accounting. Therefore, Tesla sold approximately 372,606 Model 3/Y vehicles in the fourth quarter. Even with the recent price cuts, I suspect the ASP came in around $50,000. Thus, Tesla's Model 3/Y segment may have delivered around $18.7 billion in Q4.Tesla's leasing, energy generation and storage, and services segments may have provided around $3.8 billion in revenues in the fourth quarter. Therefore, Tesla's revenues should be around $24.5 billion for the fourth quarter, roughly a 38% YoY revenue increase.Revenue EstimatesRevenue Estimates (seekingalpha.com)2022's revenues should come in at about $82 billion (52% YoY growth), and we should continue seeing significant revenue growth in the coming years. We could see 20-30% YoY revenue growth for most of this decade. Provided the consensus estimates, Tesla is trading at less than three times next year's (2024) projected sales. Additionally, Tesla is becoming increasingly cheap on a P/E basis.Is Tesla a Value Company Now?EPS EstimatesEPS Estimates (seekingalpha.com)While Tesla's 2022 EPS should come in at approximately $4, the company should earn more than $6 in 2024. Therefore, Tesla is trading at just 20 times the forward consensus EPS estimate. Additionally, EPS estimates have been lowered due to the transitory economic slowdown. There is a strong probability that Tesla could outperform in 2024, delivering $8-10 in EPS instead of the projected $6.10 consensus estimate figure. If Tesla achieves my $8-10 EPS estimate in 2024, the company will be trading at just 12-15 times forward earnings now. This valuation is remarkably cheap for a dominant market-leading growth company in Tesla's position. Therefore, as the slowdown moderates and market sentiment improves, Tesla's stock price should travel significantly higher.What Wall St. ThinksPrice Targets (seekingalpha.com)While the lowest price target remains incredibly depressed below $100, the average analyst on Wall St. expects the company's stock to appreciate by about 56% by the end of the year. Some very bullish estimates project a stock price of around $350. However, I am more modest and believe Tesla's stock could reach approximately $250 by year-end, doubling from current levels. Moreover, Tesla's stock price could increase several-fold over the next few years.Here's Where Tesla's Stock Could Be By 2030Year20232024202520262027202820292030Revenue Bs$124$178$235$315$400$510$640$770Revenue growth51%44%32%34%27%27%25%20%EPS$7$10$14$19$25$32$38$45EPS growth70%43%40%38%32%28%19%18%Forward P/E1215182122212019Stock price$120$210$342$525$704$798$900$1,007Source: The Financial ProphetRisks to TeslaThere are risks - The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.This article is written by Victor Dergunov for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953610757,"gmtCreate":1673233299980,"gmtModify":1676538803181,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953610757","repostId":"9953634505","repostType":1,"repost":{"id":9953634505,"gmtCreate":1673232669407,"gmtModify":1676538803046,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"boonk","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580955744929134","authorIdStr":"3580955744929134"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alibaba (NYSE:BABA ) last released its quarterly earnings results on &nbsp;November 17th. It&nbsp;reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.37 by $0.13. The business had revenue of $29.12 billion for the quarter, compared to the consensus estimate of $31.07 billion. Alibaba Group had a return on equity of 10.61% and a net margin of 0.88%. On average, equities analysts predict that Alibaba Group will post 5.87 earnings per share for the current fiscal year","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alibaba (NYSE:BABA ) last released its quarterly earnings results on &nbsp;November 17th. It&nbsp;reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.37 by $0.13. The business had revenue of $29.12 billion for the quarter, compared to the consensus estimate of $31.07 billion. Alibaba Group had a return on equity of 10.61% and a net margin of 0.88%. On average, equities analysts predict that Alibaba Group will post 5.87 earnings per share for the current fiscal year","text":"$Alibaba(BABA)$ Alibaba (NYSE:BABA ) last released its quarterly earnings results on November 17th. It reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.37 by $0.13. The business had revenue of $29.12 billion for the quarter, compared to the consensus estimate of $31.07 billion. Alibaba Group had a return on equity of 10.61% and a net margin of 0.88%. On average, equities analysts predict that Alibaba Group will post 5.87 earnings per share for the current fiscal year","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953634505","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966796895,"gmtCreate":1669637835318,"gmtModify":1676538216848,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>long term bullish","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>long term bullish","text":"$Palantir Technologies Inc.(PLTR)$ long term bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966796895","repostId":"1122831001","repostType":2,"repost":{"id":"1122831001","pubTimestamp":1669650374,"share":"https://ttm.financial/m/news/1122831001?lang=&edition=fundamental","pubTime":"2022-11-28 23:46","market":"us","language":"en","title":"It's A Long Road For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1122831001","media":"Seeking Alpha","summary":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced an","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR stock is phenomenal for trading.</li><li>The mounting pressure on growth is leading to reduced and yet still stretched valuation.</li><li>While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.</li><li>Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.</li></ul><p>One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.</p><p>The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved &#39;cash flow&#39;, and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.</p><p>Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.</p><h3>The path is difficult, but not impossible</h3><p>Despite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.</p><p>A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a &#39;tough market&#39; is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.</p><h3>No debt</h3><p>For years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.</p><h3>Slowing growth</h3><p>One thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir&#39;s profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.</p><p>Both of Palantir&#39;s segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.</p><p>Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.</p><h3>Valuation</h3><p>On the valuation front, Palantir stock is still expensive, even though shares have been crushed.</p><p><img src=\"https://static.tigerbbs.com/964639e96ef3383446822e45d937a223\" tg-width=\"640\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Valuation Grade</p><p>Looking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.</p><p><img src=\"https://static.tigerbbs.com/1ce1cbeed3f6c3c8d0a34c1fa114d009\" tg-width=\"640\" tg-height=\"923\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha PLTR Growth Metrics</p><p>So these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.</p><p>It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.</p><h3>Looking ahead</h3><p>So as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.</p><p>Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir&#39;s AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir&#39;s technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.</p><h3>Final thoughts</h3><p>The growth rate is slowing some, but the growth is strong. Palantir&#39;s valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it&#39;s still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.</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>It's A Long Road For Palantir</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\">\nIt's A Long Road For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560760-its-long-road-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560760-its-long-road-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4560760-its-long-road-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122831001","content_text":"SummaryPLTR stock is phenomenal for trading.The mounting pressure on growth is leading to reduced and yet still stretched valuation.While higher level key metrics need to hold up, and what 2023 will bring is still up in the air, margins are the focus.Trading this stock is simply easier than the long road of holding forever, but we do think long-term potential is real.One stock that we believe is a paradise for traders is Palantir Technologies Inc. (NYSE:PLTR). For investors, it has been a total disaster and it is frustrating to see the lack of any kind of real rebound out of the single-digits. We continue to believe in the company long-term, but the company is not necessarily the stock.The fact is that it is going to be a long road to real profits. That is why the market hates this stock. Further, the other key metric lines of interest like customer counts, revenues, etc., all seem to be slowing their rate of growth. This was a rapid grower just a year ago. But the world has quickly changed, and all things innovative that do not make a profit have been crushed. Folks, while all manner of financial engineering to show improved 'cash flow', and moderate EBITDA movement, the market does not care anymore. It wants to see a clear path to profitability. While the company has worked, or is starting to work, to rein in spending and to reduce the very dilutive stock-based compensation, the Street is assigning little faith.Right now, even though we have outlined a possible Santa Claus rally into year end, we think that stocks like this are going to contend with heavy tax loss selling. The market as a whole has seen most who wanted to sell already sell, but for a trading stock like this, it creates further negative catalysts. If you are an investor, it is hard to not buy at $6-$7 per share. But $7 per share now is more expensive than $7 per share was just months ago, when you account for more shares, and normalization of growth. That is the problem. We continue to like trading swings on the stock long and short. As investors go, it is going to be a long road.The path is difficult, but not impossibleDespite what has happened, we continue to like the company long-term, but Palantir stock is just not working right now. On top of the continued dilution, and now the pressure of tax loss harvesting, the company is also facing slowing commercial demand, and governments that will likely reduce spending due to lower tax revenues. Much of the world is already facing or in some cases may be in a recession. The United States has been resilient, but we suspect we see inflation coming down, and the deleterious impacts of increased pressure on consumers and businesses in this more challenging economic climate. With this reality the high level of growth seems to be grinding to a halt, and could stall further in 2023. Potential game-changing names like this that do not make real profit have all been obliterated.A lot of traders do not realize (or do not care) that Palantir is not a new company. It has been around a long time, but became public in the height of the tech stock mania as we were coming out of COVID. The thing is that stocks like Palantir are indeed often extremely expensive in the early stages. The innovation space is unique. For a long time, the Street could not value them on an earnings basis because there are no or very little earnings. The Street looked to the future based on sales, cash flows, etc. One of the largest reasons stocks like this have been crushed, besides a 'tough market' is interest rates. Few have been spared. The concern is that with rates rising, money-losing stocks are out of favor. Debt becomes more expensive, and many companies will suffer. And yet, Palantir has one key advantage. It is still a money loser, though getting there toward sustained breakeven operations, but it has an incredible balance-sheet position.No debtFor years, Palantir may lose money or hover around breakeven. $7 is a level where we like this name, with all issues baked in. It is speculative, but we like it. Operationally, we are seeing some positive signs, and some negative signs. The company is not bleeding out and losing money hand over first. In fact, Given that there is no debt at all and a ton of cash on hand ($2.4 billion), Palantir is in strong shape to weather any recessionary pressures in 2023. It should not need to borrow any money, so in many ways, the high rate issue, for now, is somewhat moot. Though if their customers rely on debt to fund contracts, then it becomes a bit of a hidden risk. However, the balance sheet is a strength. The weakness is slowing growth.Slowing growthOne thing that has investors concerned is the slowing growth. The company had been growing like a spreading wildfire. It is still in growth mode, but the pace has stalled. In the recently reported quarter, performance was strong on the top line and actually was ahead of consensus estimates. Total revenue grew 22% year-over-year to $478 million, beating estimates by almost $3 million. That is strong. But those costs continue to weigh, and the cumulative impact of dilution is anchoring earnings potential. This is evidenced by Palantir's profitability being lower than expected by $0.01 per share, and worse, guidance was less than consensus.Both of Palantir's segments, the government and commercial segments, had shown incredible growth over the years. The commercial revenue stream specifically has been growing rapidly, while government results have been slowing for several quarters now. Deceleration of revenue growth is definitely a negative for a company without earnings. That said, U.S. growth is still strong. U.S. revenue rose 31% from last year, and the company grew overall customers by 66% year-over-year. Internationally the story is weaker, and likely reflects the resilience of the U.S. economy still despite global weakness.Government revenue was still up 20% from a year ago, while U.S. commercial revenue grew 53%. Look this is certainly strong growth. The Street is fickle however, as despite it being strong reported growth, the pace has stalled. But there are positives that we feel are masked to some degree, such as in margins. Gross margin was 77%, very strong, though operating margin a bit lower. Adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $81 million, representing an adjusted operating margin of 17%. The target is really around 20%. The company lost $62 million in the quarter operationally otherwise. Now, the company likes to boast its cash flow but it does back out a number of key metrics that while as reported they are burning more cash than may be thought, on their adjusted basis, free cash flow was $37 million for the quarter, and the 8th-straight quarter for which this was positive on the adjusted metrics. The company earned $0.01 per share, showing it is teetering around breakeven.ValuationOn the valuation front, Palantir stock is still expensive, even though shares have been crushed.Seeking Alpha PLTR Valuation GradeLooking at traditional price-to-earnings is foolish, showing a very pricey at 161X. Ultimately, this is what the Street will care about. For now it gets many quarters to show its potential. The Street has doubts, hence a $7 per share price tag. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 8X sales, the valuation has improved dramatically from where it was last year, but this is still high. The price-to-book has been improving and we are watching this as well as EV/EBIT values. Some of this stretched valuation can be justified by the still strong growth metrics.Seeking Alpha PLTR Growth MetricsSo these are still solid grades though down from the past A+ values. The performance is coming down, and that reduction, that slower growth (even though it is still strong), builds in further discounts. Rapid growth has to lead somewhere. That is the mantra.It is a long road from translating the growth metrics into tangible value, and shareholder returns. This is why the stock is stuck in the mud in the single-digits.Looking aheadSo as we have been trying to hammer home, the growth concerns are real. The thing is that the Q4 guidance was pretty weak relative to expectations, despite slightly increasing the full-year outlook. For Q4, management guided to a base case of $503-505 million in revenue. This was below consensus of $506 million, but they upped their adjusted income from operations for the year by about 10% to $385 million.Longer-term, the next few years, we think the company can still deliver 30% annual revenue growth. This will depend on how steep of a recession we get and how companies and governments value Palantir's AI decision making services. It remains to be seen but we would like to see more work done on margins to boost cash flow and to get to real earnings. Like it or not, this is what the Street wants to see. Margins need to improve and growth must remain to offset stock-based compensation. This is still a problem, and a problem for many similar companies. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this as recession risks are mounting.Final thoughtsThe growth rate is slowing some, but the growth is strong. Palantir's valuation is still expensive, but we think the key indicator will be margins. Better margins drive earnings potential. As we head into year end, expect added pressure from tax loss harvesting. We still like trading the stock for when it runs with a hot market on good days, but for now, we think it will be difficult for the stock to advance much past $9-$10 without real movement on its performance on earnings potential. At the same time, should top line growth or customer count trends weaken further, the stock could see another wave lower. All things considered, it's still a buy at $7, but we think you should have a short-term view for gains. Take quick gains and move them elsewhere to core holdings. Sure, it is fine to own this long-term, we think it has potential, but it is a long road. It is a trading stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963086350,"gmtCreate":1668554938470,"gmtModify":1676538073935,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>faster delivery would lead to higher turnover hopefully","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>faster delivery would lead to higher turnover hopefully","text":"$Tesla Motors(TSLA)$ faster delivery would lead to higher turnover hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963086350","repostId":"2283294704","repostType":2,"repost":{"id":"2283294704","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668553904,"share":"https://ttm.financial/m/news/2283294704?lang=&edition=fundamental","pubTime":"2022-11-16 07:11","market":"us","language":"en","title":"Tesla Cuts Delivery Waiting Time for All Model 3, Model Y Cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2283294704","media":"Reuters","summary":"(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.The U.S. automaker added to its electric vehicle in","content":"<html><head></head><body><p>(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.</p><p>The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.</p><p>Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.</p><p>Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla&#39;s partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Cuts Delivery Waiting Time for All Model 3, Model Y Cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts Delivery Waiting Time for All Model 3, Model Y Cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-16 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.</p><p>The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.</p><p>Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.</p><p>Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla&#39;s partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283294704","content_text":"(Reuters) - Tesla has cut the delivery waiting time for all Model 3 and Model Y vehicles to a minimum of one week, it said on its website on Tuesday.The U.S. automaker added to its electric vehicle inventory in Shanghai at its fastest pace ever in October, data from China Merchants Bank International (CMBI) showed, at a time when automakers and investors are bracing for a downturn in the world’s largest car market.Tesla had cut prices for its Model 3 and Model Y cars in China last month to boost sales.Last week, the company offered an additional rebate for buyers who take delivery this month and buy insurance from one of Tesla's partners. (Reporting by Zhang Yan, Twinnie Siu and Ella Cao, Editing by Louise Heavens and Louise Heavens)","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988719587,"gmtCreate":1666831771850,"gmtModify":1676537812542,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988719587","repostId":"1101357995","repostType":4,"repost":{"id":"1101357995","pubTimestamp":1666787022,"share":"https://ttm.financial/m/news/1101357995?lang=&edition=fundamental","pubTime":"2022-10-26 20:23","market":"us","language":"en","title":"Tesla Unveils Its Megafactory As Battery Production Ramps up","url":"https://stock-news.laohu8.com/highlight/detail?id=1101357995","media":"Electrek","summary":"Tesla has unveiled its Megafactory in California for the first time as part of a hiring effort as it ramps up battery production.Last year,Tesla broke ground on a new “Megafactory” to produce Megapack","content":"<html><head></head><body><p>Tesla has unveiled its Megafactory in California for the first time as part of a hiring effort as it ramps up battery production.</p><p>Last year, Tesla broke ground on a new “Megafactory” to produce Megapack batteries in Lathrop, California. The goal is to have a new factory focused only on building the large battery pack for utility-scale energy storage projects.</p><p>CEO Elon Musk revealed that Tesla aims for Megafactory to produce an impressive 40 GWh of Megapacks per year.</p><p>Despite working on the new manufacturing facility for about a year, we didn’t hear much about Tesla’s effort until last month when the automaker started to ramp up hiring.</p><p>Now Tesla has unveiled the Megafactory for the first time in a LinkedIn video as it promotes a new hiring effort at the factory:</p><p><img src=\"https://static.tigerbbs.com/46b56e7886a760829ac2a91b09f1e6ef\" tg-width=\"1120\" tg-height=\"632\" width=\"100%\" height=\"auto\"/></p><p>The images shown in the video include footage of Megapack production inside the factory:</p><p><img src=\"https://static.tigerbbs.com/f6bdbfaaf1c6c2fec3d7124fcbab7ac2\" tg-width=\"2000\" tg-height=\"1095\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/42a010e2304273b9b2cd1589550894d4\" tg-width=\"2000\" tg-height=\"1112\" width=\"100%\" height=\"auto\"/></p><p>It’s impressive that Tesla managed to achieve production at the facility roughly a year after breaking ground.</p><p><i>Electrek</i> heard from sources familiar with the matter that Tesla has been making great progress at the Megafactory. Tesla had previously been producing Megapacks exclusively at Gigafactory Nevada, but production is now ramping up fast at Megafactory in California with already the capacity to produce up to 25 Megapacks in a single day, according to sources.</p><p>However, the production capacity is fairly recent, and, therefore, the deployment won’t be felt until Q4 and into 2023, when Tesla can install the battery packs and the energy storage projects can be commissioned.</p><h2>Electrek’s Take</h2><p>Last week, Tesla reported a record quarter for energy storage deployment with 2.1 GWh deployed in a single quarter.</p><p>I don’t even know if Megafactory’s output had any impact on this record, but if it did, it was minimal.</p><p>In Q4 and deeper into 2023 is likely when we are going to start feeling the impact of the new factory’s output as the Megapacks get shipped, installed, and commissioned.</p><p>I think people should expect significant jumps in energy storage deployment at Tesla in the coming quarters.</p><p>Musk believes Tesla’s energy division can eventually rival Tesla’s auto business in scale. We won’t be anywhere near that with the output of the Megafactory, but it’s certainly an important step closer.</p><p>For comparison, there is as much as 50 times the Model Y’s battery energy capacity in a Megapack. So an output of 25 per day is equivalent to the batteries in more than 1,000 electric cars.</p></body></html>","source":"lsy1627037122897","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Unveils Its Megafactory As Battery Production Ramps up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Unveils Its Megafactory As Battery Production Ramps up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2022/10/26/tesla-unveils-megafactory-battery-production-ramps-up/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has unveiled its Megafactory in California for the first time as part of a hiring effort as it ramps up battery production.Last year, Tesla broke ground on a new “Megafactory” to produce ...</p>\n\n<a href=\"https://electrek.co/2022/10/26/tesla-unveils-megafactory-battery-production-ramps-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2022/10/26/tesla-unveils-megafactory-battery-production-ramps-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101357995","content_text":"Tesla has unveiled its Megafactory in California for the first time as part of a hiring effort as it ramps up battery production.Last year, Tesla broke ground on a new “Megafactory” to produce Megapack batteries in Lathrop, California. The goal is to have a new factory focused only on building the large battery pack for utility-scale energy storage projects.CEO Elon Musk revealed that Tesla aims for Megafactory to produce an impressive 40 GWh of Megapacks per year.Despite working on the new manufacturing facility for about a year, we didn’t hear much about Tesla’s effort until last month when the automaker started to ramp up hiring.Now Tesla has unveiled the Megafactory for the first time in a LinkedIn video as it promotes a new hiring effort at the factory:The images shown in the video include footage of Megapack production inside the factory:It’s impressive that Tesla managed to achieve production at the facility roughly a year after breaking ground.Electrek heard from sources familiar with the matter that Tesla has been making great progress at the Megafactory. Tesla had previously been producing Megapacks exclusively at Gigafactory Nevada, but production is now ramping up fast at Megafactory in California with already the capacity to produce up to 25 Megapacks in a single day, according to sources.However, the production capacity is fairly recent, and, therefore, the deployment won’t be felt until Q4 and into 2023, when Tesla can install the battery packs and the energy storage projects can be commissioned.Electrek’s TakeLast week, Tesla reported a record quarter for energy storage deployment with 2.1 GWh deployed in a single quarter.I don’t even know if Megafactory’s output had any impact on this record, but if it did, it was minimal.In Q4 and deeper into 2023 is likely when we are going to start feeling the impact of the new factory’s output as the Megapacks get shipped, installed, and commissioned.I think people should expect significant jumps in energy storage deployment at Tesla in the coming quarters.Musk believes Tesla’s energy division can eventually rival Tesla’s auto business in scale. We won’t be anywhere near that with the output of the Megafactory, but it’s certainly an important step closer.For comparison, there is as much as 50 times the Model Y’s battery energy capacity in a Megapack. So an output of 25 per day is equivalent to the batteries in more than 1,000 electric cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981554826,"gmtCreate":1666572935566,"gmtModify":1676537769103,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981554826","repostId":"9981684350","repostType":1,"repost":{"id":9981684350,"gmtCreate":1666492213871,"gmtModify":1676537761677,"author":{"id":"3561084656165923","authorId":"3561084656165923","name":"Jasoncgs","avatar":"https://static.tigerbbs.com/1622d5cfadd1fed439627266676535c8","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561084656165923","authorIdStr":"3561084656165923"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v> Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v> Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.","text":"$Palantir Technologies Inc.(PLTR)$ Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.","images":[{"img":"https://community-static.tradeup.com/news/1d752ac778fa098b5ba13eb230e1ad18","width":"1125","height":"1655"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981684350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981095639,"gmtCreate":1666336368721,"gmtModify":1676537743391,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981095639","repostId":"9983452441","repostType":1,"repost":{"id":9983452441,"gmtCreate":1666311463384,"gmtModify":1676537738364,"author":{"id":"4098573842489750","authorId":"4098573842489750","name":"ToughCoyote","avatar":"https://static.tigerbbs.com/58563f63b7e52669e57762bb4ebee968","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098573842489750","authorIdStr":"4098573842489750"},"themes":[],"title":"Tesla in 2022","htmlText":"Today, let's talk about Tesla's revenue for the third quarter of fiscal 2022. Revenue, operating profit and free cash flow were found to be record-breaking. Overall, I guess it should be their best quarter, with car sales revenue of $18.69 billion, but here I found their car gross margin at just 27.9% (the same as the previous quarter). This is down from a few quarters ago, when the company could maintain vehicle gross margin at around 30% Total production in the third quarter of 2022 was 365,000 vehicles, while the total number of vehicles delivered was 343,000, whether the risk of a decline in gross margin is persistent I think investors should also pay attention to this link. Earnings per share were $1.05, compared to $0.99 by analysts. Total revenue for the quarter was $21.45 billion,","listText":"Today, let's talk about Tesla's revenue for the third quarter of fiscal 2022. Revenue, operating profit and free cash flow were found to be record-breaking. Overall, I guess it should be their best quarter, with car sales revenue of $18.69 billion, but here I found their car gross margin at just 27.9% (the same as the previous quarter). This is down from a few quarters ago, when the company could maintain vehicle gross margin at around 30% Total production in the third quarter of 2022 was 365,000 vehicles, while the total number of vehicles delivered was 343,000, whether the risk of a decline in gross margin is persistent I think investors should also pay attention to this link. Earnings per share were $1.05, compared to $0.99 by analysts. Total revenue for the quarter was $21.45 billion,","text":"Today, let's talk about Tesla's revenue for the third quarter of fiscal 2022. Revenue, operating profit and free cash flow were found to be record-breaking. Overall, I guess it should be their best quarter, with car sales revenue of $18.69 billion, but here I found their car gross margin at just 27.9% (the same as the previous quarter). This is down from a few quarters ago, when the company could maintain vehicle gross margin at around 30% Total production in the third quarter of 2022 was 365,000 vehicles, while the total number of vehicles delivered was 343,000, whether the risk of a decline in gross margin is persistent I think investors should also pay attention to this link. Earnings per share were $1.05, compared to $0.99 by analysts. Total revenue for the quarter was $21.45 billion,","images":[{"img":"https://community-static.tradeup.com/news/5a13c839e1d89dbd8d84074a2afce97f","width":"1500","height":"693"},{"img":"https://community-static.tradeup.com/news/7cb953365558a49830cb0bb8d026313f","width":"676","height":"1040"},{"img":"https://community-static.tradeup.com/news/001afe5fbd2e367d58b2da59571a2ec1","width":"959","height":"444"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983452441","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914631568,"gmtCreate":1665271860954,"gmtModify":1676537578925,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914631568","repostId":"9914128840","repostType":1,"repost":{"id":9914128840,"gmtCreate":1665205007081,"gmtModify":1676537573312,"author":{"id":"9000000000000610","authorId":"9000000000000610","name":"AmitKukreja","avatar":"https://community-static.tradeup.com/news/36eba9d34c280ca1d64636bcc710c5bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000610","authorIdStr":"9000000000000610"},"themes":[],"htmlText":"\n \n \n  PALANTIR GOT 800M OF GOV DEALS THIS MONTH | Palantir Weekly #31\n \n","listText":"PALANTIR GOT 800M OF GOV DEALS THIS MONTH | Palantir Weekly #31","text":"PALANTIR GOT 800M OF GOV DEALS THIS MONTH | Palantir Weekly #31","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914128840","isVote":1,"tweetType":2,"object":{"id":"0801780024564281bd359d264f773569","tweetId":"9914128840","title":"PALANTIR GOT 800M OF GOV DEALS THIS MONTH | Palantir Weekly #31","videoUrl":"http://v.tigerbbs.com/166520499842183b735451ca9f39611e8d1e9e25b3af6.mp4","poster":"https://static.tigerbbs.com/e306f1c9e6a382379c2da9b17cf569d2","shareLink":"http://v.tigerbbs.com/166520499842183b735451ca9f39611e8d1e9e25b3af6.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912662465,"gmtCreate":1664834088258,"gmtModify":1676537513673,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912662465","repostId":"9916197876","repostType":1,"repost":{"id":9916197876,"gmtCreate":1664527978595,"gmtModify":1676537472255,"author":{"id":"3527667628464496","authorId":"3527667628464496","name":"Tiger_Newspress","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667628464496","authorIdStr":"3527667628464496"},"themes":[],"title":"Palantir Stock Jumps Premarket After Extending Controversial Defense Contract That Google Abandoned","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> has reupped and expanded more contracts with the US government that have been controversial within Silicon Valley.The Defense Department awarded the data analysis software company a broad deal to develop and deliver artificial intelligence and machine learning capabilities for the Special Forces, the Joint Staff and all branches the US armed services. The deal is worth up to $229 million over one year, the company announced Thursday.Shares&nbsp;of&nbsp;Palantir&nbsp;jumps&nbsp;1.73%&nbsp;in&nbsp;Premarket&nbsp;tradingPalantir, co-founded by conservative billionaire Peter Thiel, has made support of the US and its allies core to the company’s identity. Thiel has attacked Palantir rival Google for eschewing work with m","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> has reupped and expanded more contracts with the US government that have been controversial within Silicon Valley.The Defense Department awarded the data analysis software company a broad deal to develop and deliver artificial intelligence and machine learning capabilities for the Special Forces, the Joint Staff and all branches the US armed services. The deal is worth up to $229 million over one year, the company announced Thursday.Shares&nbsp;of&nbsp;Palantir&nbsp;jumps&nbsp;1.73%&nbsp;in&nbsp;Premarket&nbsp;tradingPalantir, co-founded by conservative billionaire Peter Thiel, has made support of the US and its allies core to the company’s identity. Thiel has attacked Palantir rival Google for eschewing work with m","text":"$Palantir Technologies Inc.(PLTR)$ has reupped and expanded more contracts with the US government that have been controversial within Silicon Valley.The Defense Department awarded the data analysis software company a broad deal to develop and deliver artificial intelligence and machine learning capabilities for the Special Forces, the Joint Staff and all branches the US armed services. The deal is worth up to $229 million over one year, the company announced Thursday.Shares of Palantir jumps 1.73% in Premarket tradingPalantir, co-founded by conservative billionaire Peter Thiel, has made support of the US and its allies core to the company’s identity. Thiel has attacked Palantir rival Google for eschewing work with m","images":[{"img":"https://community-static.tradeup.com/news/8d9034367d298afcf0df0d87c1a0fa8c","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916197876","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916430091,"gmtCreate":1664666890013,"gmtModify":1676537489513,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916430091","repostId":"9916243358","repostType":1,"repost":{"id":9916243358,"gmtCreate":1664599653000,"gmtModify":1676537484920,"author":{"id":"9000000000000673","authorId":"9000000000000673","name":"onlyusedtesla","avatar":"https://community-static.tradeup.com/news/9241e3feb223fd3b3b3b82d905afa59d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000673","authorIdStr":"9000000000000673"},"themes":[],"title":"Key Takeaways from Tesla’s Revolutionary AI Day 2022","htmlText":"Tesla is changing the course of history with its second revolutionary AI Day&nbsp;event: Optimus Humanoid&nbsp;Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten&nbsp;fingers. Powered by the same Full Self-Driving Computer that’s in a&nbsp;Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a&nbsp;robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","listText":"Tesla is changing the course of history with its second revolutionary AI Day&nbsp;event: Optimus Humanoid&nbsp;Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten&nbsp;fingers. Powered by the same Full Self-Driving Computer that’s in a&nbsp;Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a&nbsp;robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","text":"Tesla is changing the course of history with its second revolutionary AI Day event: Optimus Humanoid Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten fingers. Powered by the same Full Self-Driving Computer that’s in a Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","images":[{"img":"https://static.tigerbbs.com/44be77f3585cbb73831bd9b1ee407a12"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916243358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918673938,"gmtCreate":1664401932124,"gmtModify":1676537445508,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918673938","repostId":"9918942861","repostType":1,"repost":{"id":9918942861,"gmtCreate":1664320570254,"gmtModify":1676537430426,"author":{"id":"3479274788369128","authorId":"3479274788369128","name":"YT Finance","avatar":"https://static.tigerbbs.com/b6a88deab8f94c02e156d705ee928536","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274788369128","authorIdStr":"3479274788369128"},"themes":[],"title":"","htmlText":"\n \n \n  Sofi Stock &amp; PLTR stock price target of $16! Funds are buying SOFI stock! Palantir Stock news!\n \n","listText":"Sofi Stock &amp; PLTR stock price target of $16! Funds are buying SOFI stock! Palantir Stock news!","text":"Sofi Stock & PLTR stock price target of $16! Funds are buying SOFI stock! Palantir Stock news!","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918942861","isVote":1,"tweetType":2,"object":{"id":"c24749d22a8647918ae3f01bb175feab","tweetId":"9918942861","title":"Sofi Stock &amp; PLTR stock price target of $16! Funds are buying SOFI stock! Palantir Stock news!","videoUrl":"http://v.tigerbbs.com/16643205654699fe7dbb0ffc64f3b54ef8a5f1547eb64.mp4","poster":"https://static.tigerbbs.com/cf395684e404497c4b75430a27eb4ff1","shareLink":"http://v.tigerbbs.com/16643205654699fe7dbb0ffc64f3b54ef8a5f1547eb64.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918383717,"gmtCreate":1664324104540,"gmtModify":1676537432036,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918383717","repostId":"1130506582","repostType":4,"repost":{"id":"1130506582","pubTimestamp":1664273433,"share":"https://ttm.financial/m/news/1130506582?lang=&edition=fundamental","pubTime":"2022-09-27 18:10","market":"us","language":"en","title":"Tesla Expects \"Very High Volume\" Deliveries at End of Quarter, Asks Workers to Help","url":"https://stock-news.laohu8.com/highlight/detail?id=1130506582","media":"Electrek","summary":"Tesla is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.Over the ","content":"<html><head></head><body><p>Tesla is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.</p><p><img src=\"https://static.tigerbbs.com/f42692f8c1aeaadf5c680d7eca8b122c\" tg-width=\"2000\" tg-height=\"862\" width=\"100%\" height=\"auto\"/></p><p>Over the last year, CEO Elon Musk has said that Tesla would try to move away from its model that results in large pushes for deliveries at the end of quarters, but it had a difficult time achieving that.</p><p>Last quarter ended up being another “nutty” one, according to the CEO.</p><p>While the end of Q3 was expected to be a more manageable delivery push, we have been starting to get indications that it could be another intense delivery push.</p><p>Earlier this month, we reported that Tesla moved back sales employees that it sent to service in order to address the end-of-quarter push.</p><p>Today, <i>Electrek</i> can report that Tesla is expecting a “high volume” end of the quarter. Tesla management wrote in an email to employees obtained by<i>Electrek</i>:</p><blockquote>We will be delivering <b>a very high volume of vehicles</b> to eagerly waiting customers during the final days of Q3. To help ensure we can delight as many customers as possible, the delivery team is requesting additional support with key delivery-execution tasks.</blockquote><p>In the email, Tesla requests that all employees, even those who don’t work in the sales and delivery department, help with the tasks to deliver vehicles to customers at the end of the quarter.</p><p>These tasks can include moving vehicles around, washing and preparing vehicles, delivering vehicles directly to customers, and answering customer questions on delivery day.</p><p>In the past, Tesla had engineers, managers, and even executives come down to delivery centers to help with those tasks during end-of-quarter delivery pushes.</p><p>Virtually all analysts are predicting that Tesla is going to deliver a record number of vehicles during the third quarter. Most delivery estimates place Tesla’s deliveries in Q3 between 350,000 and 370,000 units.</p><p>It would be significant jump fromits previous all-time delivery record of ~310,000 units back in Q1 2022.</p><p>Tesla is expected to report its delivery and production numbers during the weekend.</p><p><img src=\"https://static.tigerbbs.com/e410afa8761c1f54242da2850b891dfb\" tg-width=\"2048\" tg-height=\"1094\" width=\"100%\" height=\"auto\"/></p><h2>Electrek’s Take</h2><p>While there are negatives to these end-of-quarter delivery pushes, people should underestimate how much of a difference they can make.</p><p>During some of the pushes, Tesla has been able to deliver extra tens of thousands of vehicles.</p><p>There’s no doubt that this quarter is going to be another delivery record, but the last few days of the month could make the difference between Tesla hitting the lower end or the higher end of those 350,000- to 370,000-unit delivery estimates.</p><p>In turn, 10,000 to 20,000 fewer vehicles in inventory would make a giant difference in its earnings for the quarter. Hence the importance of the end-of-quarter delivery push.</p></body></html>","source":"lsy1627037122897","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Expects \"Very High Volume\" Deliveries at End of Quarter, Asks Workers to Help</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Expects \"Very High Volume\" Deliveries at End of Quarter, Asks Workers to Help\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 18:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2022/09/27/tesla-very-high-volume-deliveries-end-of-quarter-asks-workers-help/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.Over the ...</p>\n\n<a href=\"https://electrek.co/2022/09/27/tesla-very-high-volume-deliveries-end-of-quarter-asks-workers-help/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2022/09/27/tesla-very-high-volume-deliveries-end-of-quarter-asks-workers-help/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130506582","content_text":"Tesla is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.Over the last year, CEO Elon Musk has said that Tesla would try to move away from its model that results in large pushes for deliveries at the end of quarters, but it had a difficult time achieving that.Last quarter ended up being another “nutty” one, according to the CEO.While the end of Q3 was expected to be a more manageable delivery push, we have been starting to get indications that it could be another intense delivery push.Earlier this month, we reported that Tesla moved back sales employees that it sent to service in order to address the end-of-quarter push.Today, Electrek can report that Tesla is expecting a “high volume” end of the quarter. Tesla management wrote in an email to employees obtained byElectrek:We will be delivering a very high volume of vehicles to eagerly waiting customers during the final days of Q3. To help ensure we can delight as many customers as possible, the delivery team is requesting additional support with key delivery-execution tasks.In the email, Tesla requests that all employees, even those who don’t work in the sales and delivery department, help with the tasks to deliver vehicles to customers at the end of the quarter.These tasks can include moving vehicles around, washing and preparing vehicles, delivering vehicles directly to customers, and answering customer questions on delivery day.In the past, Tesla had engineers, managers, and even executives come down to delivery centers to help with those tasks during end-of-quarter delivery pushes.Virtually all analysts are predicting that Tesla is going to deliver a record number of vehicles during the third quarter. Most delivery estimates place Tesla’s deliveries in Q3 between 350,000 and 370,000 units.It would be significant jump fromits previous all-time delivery record of ~310,000 units back in Q1 2022.Tesla is expected to report its delivery and production numbers during the weekend.Electrek’s TakeWhile there are negatives to these end-of-quarter delivery pushes, people should underestimate how much of a difference they can make.During some of the pushes, Tesla has been able to deliver extra tens of thousands of vehicles.There’s no doubt that this quarter is going to be another delivery record, but the last few days of the month could make the difference between Tesla hitting the lower end or the higher end of those 350,000- to 370,000-unit delivery estimates.In turn, 10,000 to 20,000 fewer vehicles in inventory would make a giant difference in its earnings for the quarter. Hence the importance of the end-of-quarter delivery push.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911414372,"gmtCreate":1664242795596,"gmtModify":1676537416815,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911414372","repostId":"2270880253","repostType":4,"repost":{"id":"2270880253","pubTimestamp":1664241165,"share":"https://ttm.financial/m/news/2270880253?lang=&edition=fundamental","pubTime":"2022-09-27 09:12","market":"us","language":"en","title":"Tesla's Stock Emerges as Unlikely Megacap Rival to Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2270880253","media":"Bloomberg","summary":"In a year that has seen high-flying technology stocks with lofty valuations battered, Tesla Inc. shares have emerged as an unlikely rival to Apple Inc.Of the five biggest US companies by market value,","content":"<html><head></head><body><p>In a year that has seen high-flying technology stocks with lofty valuations battered, Tesla Inc. shares have emerged as an unlikely rival to Apple Inc.</p><p>Of the five biggest US companies by market value, Tesla’s shares are by far the most expensive, yet they’re the only ones whose performance comes close to Apple’s, which has been a rare bright spot for investors in the sector this year. Tesla is down 22% this year while Apple has fallen 15%. By contrast, Microsoft Corp., Alphabet Inc. and Amazon.com Inc. have all declined 29% or more, roughly the same as the Nasdaq 100 Index.</p><p>On the surface, Tesla appears to be the polar opposite of Apple. The electric-vehicle maker is big on revenue growth but shorter on profits, and several years ago it was burning so much cash it was on the brink of bankruptcy. Apple’s expansion, by contrast, has slowed to a crawl, yet it has become a profit juggernaut with an expected $100 billion in net income this fiscal year.</p><p>“The correlation between the two is surprising, but when you consider that Tesla is the only game in town for electric vehicles, that makes it unique,” said Eric Clark, portfolio manager at Accuvest Global Advisors. “Other big tech names are in software or cloud, which are more competitive markets, and I think people underestimate the appeal of a pure play in a particular thematic.”</p><p>Apple and Tesla are similar in that they have huge market values -- $2.4 trillion and $862 billion, respectively -- which means they benefit from flows into funds that track major indexes. They’re also less tied to the business cycle than other tech-related stocks, according to Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>“It means there’s a little less recession fear and a little less fear about what the Fed is doing,” said Angell, whose firm holds shares of both Apple and Tesla. “The electric-vehicle story is still in the early innings and Apple gets a huge amount of its revenue from subscriptions or a recurring base, which means it’s more stable.”</p><p>Those attributes -- and the cult followings that their products enjoy -- have made both stocks among the most popular for retail traders. Apple and Tesla were by far the most purchased stocks by mom-and-pop investors over the past five days, Vanda Research said on Sept. 21.</p><p>Apple’s immense cash flows and commitment to return money to shareholders via dividends and buybacks have made it a favorite for investors seeking to play defense amid concerns that the Federal Reserve’s efforts to tame inflation will push the US economy into recession. Meanwhile, some of the volatility in Tesla this year is related to CEO Elon Musk’s decision to buy Twitter Inc., a deal he is trying to get out of.</p><p>Apple has been rewarded with a premium valuation relative to the Nasdaq 100 that sits well above the iPhone maker’s average over the past decade, according to data compiled by Bloomberg. Yet at 23 times profit projected over the next 12 months, it’s still less than half the price of Tesla.</p><p>In a market where investors are avoiding risk, being relatively insulated from economic cycles thanks to a loyal customer base makes Apple and Tesla particularly attractive right now, according to Ziegler Capital’s Angell.</p><p>“The reason they’ve outperformed is the reason we want to continue to own them,” he said.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Stock Emerges as Unlikely Megacap Rival to Apple</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\">\nTesla's Stock Emerges as Unlikely Megacap Rival to Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/teslas-stock-emerges-unlikely-megacap-133902899.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a year that has seen high-flying technology stocks with lofty valuations battered, Tesla Inc. shares have emerged as an unlikely rival to Apple Inc.Of the five biggest US companies by market value,...</p>\n\n<a href=\"https://finance.yahoo.com/news/teslas-stock-emerges-unlikely-megacap-133902899.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4512":"苹果概念","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4527":"明星科技股","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓"},"source_url":"https://finance.yahoo.com/news/teslas-stock-emerges-unlikely-megacap-133902899.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2270880253","content_text":"In a year that has seen high-flying technology stocks with lofty valuations battered, Tesla Inc. shares have emerged as an unlikely rival to Apple Inc.Of the five biggest US companies by market value, Tesla’s shares are by far the most expensive, yet they’re the only ones whose performance comes close to Apple’s, which has been a rare bright spot for investors in the sector this year. Tesla is down 22% this year while Apple has fallen 15%. By contrast, Microsoft Corp., Alphabet Inc. and Amazon.com Inc. have all declined 29% or more, roughly the same as the Nasdaq 100 Index.On the surface, Tesla appears to be the polar opposite of Apple. The electric-vehicle maker is big on revenue growth but shorter on profits, and several years ago it was burning so much cash it was on the brink of bankruptcy. Apple’s expansion, by contrast, has slowed to a crawl, yet it has become a profit juggernaut with an expected $100 billion in net income this fiscal year.“The correlation between the two is surprising, but when you consider that Tesla is the only game in town for electric vehicles, that makes it unique,” said Eric Clark, portfolio manager at Accuvest Global Advisors. “Other big tech names are in software or cloud, which are more competitive markets, and I think people underestimate the appeal of a pure play in a particular thematic.”Apple and Tesla are similar in that they have huge market values -- $2.4 trillion and $862 billion, respectively -- which means they benefit from flows into funds that track major indexes. They’re also less tied to the business cycle than other tech-related stocks, according to Wiley Angell, chief market strategist at Ziegler Capital Management.“It means there’s a little less recession fear and a little less fear about what the Fed is doing,” said Angell, whose firm holds shares of both Apple and Tesla. “The electric-vehicle story is still in the early innings and Apple gets a huge amount of its revenue from subscriptions or a recurring base, which means it’s more stable.”Those attributes -- and the cult followings that their products enjoy -- have made both stocks among the most popular for retail traders. Apple and Tesla were by far the most purchased stocks by mom-and-pop investors over the past five days, Vanda Research said on Sept. 21.Apple’s immense cash flows and commitment to return money to shareholders via dividends and buybacks have made it a favorite for investors seeking to play defense amid concerns that the Federal Reserve’s efforts to tame inflation will push the US economy into recession. Meanwhile, some of the volatility in Tesla this year is related to CEO Elon Musk’s decision to buy Twitter Inc., a deal he is trying to get out of.Apple has been rewarded with a premium valuation relative to the Nasdaq 100 that sits well above the iPhone maker’s average over the past decade, according to data compiled by Bloomberg. Yet at 23 times profit projected over the next 12 months, it’s still less than half the price of Tesla.In a market where investors are avoiding risk, being relatively insulated from economic cycles thanks to a loyal customer base makes Apple and Tesla particularly attractive right now, according to Ziegler Capital’s Angell.“The reason they’ve outperformed is the reason we want to continue to own them,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913425205,"gmtCreate":1664063047408,"gmtModify":1676537383648,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>that's why&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>that's why&nbsp;","text":"$Tesla Motors(TSLA)$that's why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913425205","repostId":"2269457821","repostType":4,"repost":{"id":"2269457821","pubTimestamp":1663983319,"share":"https://ttm.financial/m/news/2269457821?lang=&edition=fundamental","pubTime":"2022-09-24 09:35","market":"us","language":"en","title":"Why Tesla Dropped Over 4% Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2269457821","media":"Motley Fool","summary":"A widely reported recall isn't the reason investors are selling today.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Investors get excited about Tesla&#39;s future potential, but its high valuation still can&#39;t be ignored.</li><li>The stock has a P/E above 60 based on expectations for 2022 earnings.</li><li>The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.</li></ul><h3>What happened</h3><p>Word spread quickly yesterday that almost 1.1 million <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> vehicles were being recalled. But that&#39;s likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.</p><h3>So what</h3><p>The stock market isn&#39;t always efficient, but simple math indicates that the recall isn&#39;t the reason Tesla shares have dropped for a second straight day. Tesla&#39;s market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn&#39;t even going to require vehicles be returned to service centers.</p><p>So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.</p><h3>Now what</h3><p>The recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to <b>Twitter</b> to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.</p><p>The company said it wasn&#39;t aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called &#34;a tiny over-the-air software update,&#34; and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn&#39;t want to even use the term &#34;recall,&#34; calling it &#34;outdated &amp; inaccurate&#34; with a fix that doesn&#39;t require the car be physically serviced.</p><p>Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Dropped Over 4% Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Dropped Over 4% Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4555":"新能源车","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269457821","content_text":"KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.What happenedWord spread quickly yesterday that almost 1.1 million Tesla  vehicles were being recalled. But that's likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.So whatThe stock market isn't always efficient, but simple math indicates that the recall isn't the reason Tesla shares have dropped for a second straight day. Tesla's market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn't even going to require vehicles be returned to service centers.So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.Now whatThe recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to Twitter to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.The company said it wasn't aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called \"a tiny over-the-air software update,\" and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn't want to even use the term \"recall,\" calling it \"outdated & inaccurate\" with a fix that doesn't require the car be physically serviced.Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913191929,"gmtCreate":1663930043661,"gmtModify":1676537365399,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913191929","repostId":"1192822805","repostType":4,"repost":{"id":"1192822805","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1663928160,"share":"https://ttm.financial/m/news/1192822805?lang=&edition=fundamental","pubTime":"2022-09-23 18:16","market":"us","language":"en","title":"“Bad Times Are Incredibly Good For Palantir”, CEO Alex Karp","url":"https://stock-news.laohu8.com/highlight/detail?id=1192822805","media":"Benzinga","summary":"Palantir Technologies Inc CEO Alex Karp said on Thursday that a period of uncertainty is good for th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a> CEO Alex Karp said on Thursday that a period of uncertainty is good for the company while sounding a warning on a “deadly tidal wave” that could wipe out some companies.</p><p><b>What Happened:</b> Karp made his comments on CNBC’s “Squawk Box.” He said, “Bad times are incredibly good for Palantir ... bad times really uncover the durable companies, and tech is going through bad times ... interest rates are the reason.”</p><p>He said, “Will this deadly tidal wave wipe out some companies? Yes it will,” reported CNBC.</p><p>The executive was more optimistic about companies on America’s West Coast which are in the business of “producing things that actually matter.”</p><p>“You will see that the durable companies that come out of this in three, four years,” said Karp, according to CNBC.</p><p><b>Why It Matters</b>: The Palantir CEO warned that the situation outside of the United States was even more worrying.</p><p>“I think is going to be pretty bad in the next couple of years politically and economically,” said Karp, reported CNBC.</p><p>On the festering geopolitical crisis in Europe, Karp said, “The problem is that failure is not an option for [Vladimir Putin], which increases the threat of nuclear war.”</p><p>Palantir reported its second-quarter results on Aug. 8, missing estimated earnings by 133.3%. The company reported earnings per share of negative $0.01 compared, with an estimate of $0.03. So far this year, the company’s shares have fallen nearly 60%.</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>“Bad Times Are Incredibly Good For Palantir”, CEO Alex Karp</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\">\n“Bad Times Are Incredibly Good For Palantir”, CEO Alex Karp\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 </p>\n<p class=\"h-time\">2022-09-23 18:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a> CEO Alex Karp said on Thursday that a period of uncertainty is good for the company while sounding a warning on a “deadly tidal wave” that could wipe out some companies.</p><p><b>What Happened:</b> Karp made his comments on CNBC’s “Squawk Box.” He said, “Bad times are incredibly good for Palantir ... bad times really uncover the durable companies, and tech is going through bad times ... interest rates are the reason.”</p><p>He said, “Will this deadly tidal wave wipe out some companies? Yes it will,” reported CNBC.</p><p>The executive was more optimistic about companies on America’s West Coast which are in the business of “producing things that actually matter.”</p><p>“You will see that the durable companies that come out of this in three, four years,” said Karp, according to CNBC.</p><p><b>Why It Matters</b>: The Palantir CEO warned that the situation outside of the United States was even more worrying.</p><p>“I think is going to be pretty bad in the next couple of years politically and economically,” said Karp, reported CNBC.</p><p>On the festering geopolitical crisis in Europe, Karp said, “The problem is that failure is not an option for [Vladimir Putin], which increases the threat of nuclear war.”</p><p>Palantir reported its second-quarter results on Aug. 8, missing estimated earnings by 133.3%. The company reported earnings per share of negative $0.01 compared, with an estimate of $0.03. So far this year, the company’s shares have fallen nearly 60%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192822805","content_text":"Palantir Technologies Inc CEO Alex Karp said on Thursday that a period of uncertainty is good for the company while sounding a warning on a “deadly tidal wave” that could wipe out some companies.What Happened: Karp made his comments on CNBC’s “Squawk Box.” He said, “Bad times are incredibly good for Palantir ... bad times really uncover the durable companies, and tech is going through bad times ... interest rates are the reason.”He said, “Will this deadly tidal wave wipe out some companies? Yes it will,” reported CNBC.The executive was more optimistic about companies on America’s West Coast which are in the business of “producing things that actually matter.”“You will see that the durable companies that come out of this in three, four years,” said Karp, according to CNBC.Why It Matters: The Palantir CEO warned that the situation outside of the United States was even more worrying.“I think is going to be pretty bad in the next couple of years politically and economically,” said Karp, reported CNBC.On the festering geopolitical crisis in Europe, Karp said, “The problem is that failure is not an option for [Vladimir Putin], which increases the threat of nuclear war.”Palantir reported its second-quarter results on Aug. 8, missing estimated earnings by 133.3%. The company reported earnings per share of negative $0.01 compared, with an estimate of $0.03. So far this year, the company’s shares have fallen nearly 60%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919310304,"gmtCreate":1663727816209,"gmtModify":1676537324749,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919310304","repostId":"2269904390","repostType":2,"repost":{"id":"2269904390","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663727053,"share":"https://ttm.financial/m/news/2269904390?lang=&edition=fundamental","pubTime":"2022-09-21 10:24","market":"us","language":"en","title":"Palantir Signs $20 Mln Deal With S.Korea's Hyundai Heavy Industries","url":"https://stock-news.laohu8.com/highlight/detail?id=2269904390","media":"Reuters","summary":"SEOUL, Sept 21 (Reuters) - Palantir Technologies Inc announced on Wednesday it signed a deal valued ","content":"<html><head></head><body><p>SEOUL, Sept 21 (Reuters) - Palantir Technologies Inc announced on Wednesday it signed a deal valued at $20 million over five years to expand its partnership with South Korea&#39;s Hyundai Heavy Industries Group, one of the world&#39;s largest shipbuilding conglomerates.</p><p>The conglomerate&#39;s shipbuilding affiliates including Hyundai Heavy will use Palantir&#39;s operating system, known as Foundry, to strengthen data-driven decision making, Palantir&#39;s Chief Operating Officer Shyam Sankar told Reuters.</p><p>Companies in the export-driven economy, faced with supply chain snarls and volatility for raw material prices, are increasingly seeking to make interconnected decisions with their data that help get immediate results in weeks, Sankar said.</p><p>&#34;The operators... understand this in their stomach,&#34; he added. &#34;These are companies that have global operations.&#34;</p><p>The deal is in addition to existing agreements with the conglomerate&#39;s refinery affiliate Hyundai Oilbank and construction machinery maker Hyundai Doosan Infracore, valued at over $25 million combined - expanding Palantir&#39;s footprint in the country.</p><p>&#34;The approach is... start with the decision they make... and make you better at each decision by improving the amount and surface area of data,&#34; instead of first looking to data then trying to make decisions - a novel approach for many customers, Sankar said.</p><p>Palantir is also actively working to extend partnerships with South Korea&#39;s government as well as private sectors, and has formally opened an office in Seoul.</p><p>In five years, Sankar estimated the United States will likely still take up about 60% of Palantir&#39;s sales, but Asia&#39;s portion in the remaining 40% will grow to be a large part as the firm seeks to expand in the region. The firm is currently focused on building its business in Japan, South Korea and Singapore.</p><p>The firm co-founded by billionaire entrepreneur Peter Thiel in 2003 to aid in U.S. counter-terrorism operations now derives almost half its sales from the private sector.</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 Signs $20 Mln Deal With S.Korea's Hyundai Heavy Industries</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 Signs $20 Mln Deal With S.Korea's Hyundai Heavy Industries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-21 10:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SEOUL, Sept 21 (Reuters) - Palantir Technologies Inc announced on Wednesday it signed a deal valued at $20 million over five years to expand its partnership with South Korea&#39;s Hyundai Heavy Industries Group, one of the world&#39;s largest shipbuilding conglomerates.</p><p>The conglomerate&#39;s shipbuilding affiliates including Hyundai Heavy will use Palantir&#39;s operating system, known as Foundry, to strengthen data-driven decision making, Palantir&#39;s Chief Operating Officer Shyam Sankar told Reuters.</p><p>Companies in the export-driven economy, faced with supply chain snarls and volatility for raw material prices, are increasingly seeking to make interconnected decisions with their data that help get immediate results in weeks, Sankar said.</p><p>&#34;The operators... understand this in their stomach,&#34; he added. &#34;These are companies that have global operations.&#34;</p><p>The deal is in addition to existing agreements with the conglomerate&#39;s refinery affiliate Hyundai Oilbank and construction machinery maker Hyundai Doosan Infracore, valued at over $25 million combined - expanding Palantir&#39;s footprint in the country.</p><p>&#34;The approach is... start with the decision they make... and make you better at each decision by improving the amount and surface area of data,&#34; instead of first looking to data then trying to make decisions - a novel approach for many customers, Sankar said.</p><p>Palantir is also actively working to extend partnerships with South Korea&#39;s government as well as private sectors, and has formally opened an office in Seoul.</p><p>In five years, Sankar estimated the United States will likely still take up about 60% of Palantir&#39;s sales, but Asia&#39;s portion in the remaining 40% will grow to be a large part as the firm seeks to expand in the region. The firm is currently focused on building its business in Japan, South Korea and Singapore.</p><p>The firm co-founded by billionaire entrepreneur Peter Thiel in 2003 to aid in U.S. counter-terrorism operations now derives almost half its sales from the private sector.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269904390","content_text":"SEOUL, Sept 21 (Reuters) - Palantir Technologies Inc announced on Wednesday it signed a deal valued at $20 million over five years to expand its partnership with South Korea's Hyundai Heavy Industries Group, one of the world's largest shipbuilding conglomerates.The conglomerate's shipbuilding affiliates including Hyundai Heavy will use Palantir's operating system, known as Foundry, to strengthen data-driven decision making, Palantir's Chief Operating Officer Shyam Sankar told Reuters.Companies in the export-driven economy, faced with supply chain snarls and volatility for raw material prices, are increasingly seeking to make interconnected decisions with their data that help get immediate results in weeks, Sankar said.\"The operators... understand this in their stomach,\" he added. \"These are companies that have global operations.\"The deal is in addition to existing agreements with the conglomerate's refinery affiliate Hyundai Oilbank and construction machinery maker Hyundai Doosan Infracore, valued at over $25 million combined - expanding Palantir's footprint in the country.\"The approach is... start with the decision they make... and make you better at each decision by improving the amount and surface area of data,\" instead of first looking to data then trying to make decisions - a novel approach for many customers, Sankar said.Palantir is also actively working to extend partnerships with South Korea's government as well as private sectors, and has formally opened an office in Seoul.In five years, Sankar estimated the United States will likely still take up about 60% of Palantir's sales, but Asia's portion in the remaining 40% will grow to be a large part as the firm seeks to expand in the region. The firm is currently focused on building its business in Japan, South Korea and Singapore.The firm co-founded by billionaire entrepreneur Peter Thiel in 2003 to aid in U.S. counter-terrorism operations now derives almost half its sales from the private sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910877195,"gmtCreate":1663603613617,"gmtModify":1676537299888,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102496925620010","authorIdStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910877195","repostId":"2268993258","repostType":4,"repost":{"id":"2268993258","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663596077,"share":"https://ttm.financial/m/news/2268993258?lang=&edition=fundamental","pubTime":"2022-09-19 22:01","market":"us","language":"en","title":"Tesla's German Battery Plant and Land Extension on Track - Mayor","url":"https://stock-news.laohu8.com/highlight/detail?id=2268993258","media":"Reuters","summary":"BERLIN, Sept 19  - Teslahas confirmed to the mayor of Gruenheide that its plans to operate the battery plant currently under construction in Germany are unchanged, mayor Arne Cristiani told Reuters on Monday.\"Tesla put everything reported in the American newspaper into perspective. The plant is still being built,\" Cristiani said, referring to a report in the Wall Street Journal last week that Tesla was pausing its plans to make batteries in Germany.Cristiani also denied reports by local newspape","content":"<html><head></head><body><p>BERLIN, Sept 19 (Reuters) - Tesla has confirmed to the mayor of Gruenheide that its plans to operate the battery plant currently under construction in Germany are unchanged, mayor Arne Cristiani told Reuters on Monday.</p><p>&#34;Tesla put everything reported in the American newspaper into perspective. The plant is still being built,&#34; Cristiani said, referring to a report in the Wall Street Journal last week that Tesla was pausing its plans to make batteries in Germany.</p><p>Cristiani also denied reports by local newspaper rbb last week that he had struck the topic of an extension to Tesla&#39;s land to be used for logistics purposes from the local council agenda, saying it was never on the agenda.</p><p>The carmaker had applied for the extension in May and it was being discussed by the relevant community representatives, Cristiani said. Once these discussions were complete, the topic would come onto the agenda.</p><p>Tesla was not immediately available for comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's German Battery Plant and Land Extension on Track - Mayor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's German Battery Plant and Land Extension on Track - Mayor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-19 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BERLIN, Sept 19 (Reuters) - Tesla has confirmed to the mayor of Gruenheide that its plans to operate the battery plant currently under construction in Germany are unchanged, mayor Arne Cristiani told Reuters on Monday.</p><p>&#34;Tesla put everything reported in the American newspaper into perspective. The plant is still being built,&#34; Cristiani said, referring to a report in the Wall Street Journal last week that Tesla was pausing its plans to make batteries in Germany.</p><p>Cristiani also denied reports by local newspaper rbb last week that he had struck the topic of an extension to Tesla&#39;s land to be used for logistics purposes from the local council agenda, saying it was never on the agenda.</p><p>The carmaker had applied for the extension in May and it was being discussed by the relevant community representatives, Cristiani said. Once these discussions were complete, the topic would come onto the agenda.</p><p>Tesla was not immediately available for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268993258","content_text":"BERLIN, Sept 19 (Reuters) - Tesla has confirmed to the mayor of Gruenheide that its plans to operate the battery plant currently under construction in Germany are unchanged, mayor Arne Cristiani told Reuters on Monday.\"Tesla put everything reported in the American newspaper into perspective. The plant is still being built,\" Cristiani said, referring to a report in the Wall Street Journal last week that Tesla was pausing its plans to make batteries in Germany.Cristiani also denied reports by local newspaper rbb last week that he had struck the topic of an extension to Tesla's land to be used for logistics purposes from the local council agenda, saying it was never on the agenda.The carmaker had applied for the extension in May and it was being discussed by the relevant community representatives, Cristiani said. Once these discussions were complete, the topic would come onto the agenda.Tesla was not immediately available for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":256480399249424,"gmtCreate":1703636411508,"gmtModify":1703636413513,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/1825f59291e81ce9694c11cbc939edfc","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/256480399249424","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186901208854680,"gmtCreate":1686669611641,"gmtModify":1686669616009,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"I am bullish about Tesla","listText":"I am bullish about Tesla","text":"I am bullish about Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186901208854680","repostId":"2343540650","repostType":2,"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952311963,"gmtCreate":1674447560853,"gmtModify":1676538940825,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"great article","listText":"great article","text":"great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952311963","repostId":"2305998490","repostType":2,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093219294,"gmtCreate":1643637465425,"gmtModify":1676533838413,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"I love Tiger Account","listText":"I love Tiger Account","text":"I love Tiger Account","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093219294","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934745210,"gmtCreate":1663308367830,"gmtModify":1676537249703,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"Dated advice but still relevant in today's market","listText":"Dated advice but still relevant in today's market","text":"Dated advice but still relevant in today's market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9934745210","repostId":"2267657881","repostType":4,"repost":{"id":"2267657881","pubTimestamp":1663296968,"share":"https://ttm.financial/m/news/2267657881?lang=&edition=fundamental","pubTime":"2022-09-16 10:56","market":"us","language":"en","title":"Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice","url":"https://stock-news.laohu8.com/highlight/detail?id=2267657881","media":"MotleyFool","summary":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply l","content":"<html><head></head><body><p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing, some new concern sends stocks reeling once again.</p><p>For those with money to invest, falling markets pose a conundrum. On one hand, share prices for thousands of stocks are much more attractive than they were a year ago, so if you still believe that a company&#39;s business will succeed in the long run, getting to invest in more shares at lower prices is a bargain opportunity. On the other hand, nobody wants to buy a stock only to see it continue to lose ground.</p><p>So should you buy stocks now, or wait for some future sign? To get some insight on that question, it&#39;s helpful to turn to the words of legendary investor Warren Buffett. The <b>Berkshire Hathaway </b>(NYSE: BRK.A) (NYSE: BRK.B) CEO has been through plenty of bear markets in his long investing career, and his long-term investing approach has paid off with market-crushing returns through thick and thin. Here&#39;s what Buffett has given as advice to those trying to decide whether to invest or wait in tough times.</p><h2>Buffett&#39;s advice for active investors</h2><p>Buffett has a couple of ideas for active investors that at first seem to be in conflict. When you think about it, though, the net takeaway is to be aggressive but selective in choosing stocks to buy during difficult market conditions.</p><p>Buffett&#39;s aggressive nature shines through in several statements. In the shareholder letter that came out in 2010, the Berkshire CEO wrote: &#34;Big opportunities come infrequently. When it&#39;s raining gold, reach for a bucket, not a thimble.&#34; That approach in the aftermath of the financial crisis proved to be quite timely, as the ensuing bull market lasted throughout the 2010s and was one of the most prosperous periods in stock market history. It also underscores his much more commonly cited aphorism, &#34;Be greedy when markets are fearful.&#34;</p><p>Yet Buffett&#39;s success has largely come from being selective with his investments. Fortunately, tough times offer great opportunities to see the truth about companies. As he noted in the shareholder letter that came out in 2002, &#34;You only find out who is swimming naked when the tide goes out.&#34; Even poorly run companies can do well in bull markets, but bear markets separate the wheat from the chaff.</p><p>Moreover, Buffett isn&#39;t hesitant to hold off on investments he&#39;s not completely confident about making. As he was quoted at the 1999 Berkshire shareholder meeting as saying: &#34;The stock market is a no-called-strike game. You don&#39;t have to swing at everything. You can wait for your pitch.&#34;</p><h2>Buffett&#39;s advice to less-active investors</h2><p>Not everyone wants to spend a lot of time figuring out which companies are most likely to outperform their peers. For those less-active investors, Buffett also has some simple advice: Dollar-cost average using index funds.</p><p>Here&#39;s specifically what Buffett told investors at Berkshire&#39;s 2004 annual shareholders&#39; meeting: &#34;If you accumulate a low-cost index fund over 10 years with fairly regular sums, I think you will probably do better than 90% of the people around you that take up investing at a similar time.&#34;</p><p>Fortunately, there are plenty of such investing vehicles available for those who don&#39;t want to dive into individual stocks. Tracking popular indexes like the <b>S&amp;P 500 </b>or even the entire universe of stocks is possible through mutual funds and exchange-traded funds, many of which charge 0.1% or less in annual expenses to investors.</p><h2>The right answer for you</h2><p>The most important attribute successful investors share is having an investing strategy. What that strategy looks like, though, can differ among investors without sacrificing the potential for success. Buffett clearly understands this, and it&#39;s why he acknowledges that different strategies will work better for different people.</p><p>In general, though, Buffett&#39;s a big believer in bucking market trends, taking advantage of bargain opportunities, and beating back your emotions. The times when you&#39;re likely most scared to invest have historically been the best times to get your money working the markets, and so even if you don&#39;t dive in right now, you won&#39;t want to wait too long before getting a solid investing plan in place.</p></body></html>","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4176":"多领域控股","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267657881","content_text":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing, some new concern sends stocks reeling once again.For those with money to invest, falling markets pose a conundrum. On one hand, share prices for thousands of stocks are much more attractive than they were a year ago, so if you still believe that a company's business will succeed in the long run, getting to invest in more shares at lower prices is a bargain opportunity. On the other hand, nobody wants to buy a stock only to see it continue to lose ground.So should you buy stocks now, or wait for some future sign? To get some insight on that question, it's helpful to turn to the words of legendary investor Warren Buffett. The Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO has been through plenty of bear markets in his long investing career, and his long-term investing approach has paid off with market-crushing returns through thick and thin. Here's what Buffett has given as advice to those trying to decide whether to invest or wait in tough times.Buffett's advice for active investorsBuffett has a couple of ideas for active investors that at first seem to be in conflict. When you think about it, though, the net takeaway is to be aggressive but selective in choosing stocks to buy during difficult market conditions.Buffett's aggressive nature shines through in several statements. In the shareholder letter that came out in 2010, the Berkshire CEO wrote: \"Big opportunities come infrequently. When it's raining gold, reach for a bucket, not a thimble.\" That approach in the aftermath of the financial crisis proved to be quite timely, as the ensuing bull market lasted throughout the 2010s and was one of the most prosperous periods in stock market history. It also underscores his much more commonly cited aphorism, \"Be greedy when markets are fearful.\"Yet Buffett's success has largely come from being selective with his investments. Fortunately, tough times offer great opportunities to see the truth about companies. As he noted in the shareholder letter that came out in 2002, \"You only find out who is swimming naked when the tide goes out.\" Even poorly run companies can do well in bull markets, but bear markets separate the wheat from the chaff.Moreover, Buffett isn't hesitant to hold off on investments he's not completely confident about making. As he was quoted at the 1999 Berkshire shareholder meeting as saying: \"The stock market is a no-called-strike game. You don't have to swing at everything. You can wait for your pitch.\"Buffett's advice to less-active investorsNot everyone wants to spend a lot of time figuring out which companies are most likely to outperform their peers. For those less-active investors, Buffett also has some simple advice: Dollar-cost average using index funds.Here's specifically what Buffett told investors at Berkshire's 2004 annual shareholders' meeting: \"If you accumulate a low-cost index fund over 10 years with fairly regular sums, I think you will probably do better than 90% of the people around you that take up investing at a similar time.\"Fortunately, there are plenty of such investing vehicles available for those who don't want to dive into individual stocks. Tracking popular indexes like the S&P 500 or even the entire universe of stocks is possible through mutual funds and exchange-traded funds, many of which charge 0.1% or less in annual expenses to investors.The right answer for youThe most important attribute successful investors share is having an investing strategy. What that strategy looks like, though, can differ among investors without sacrificing the potential for success. Buffett clearly understands this, and it's why he acknowledges that different strategies will work better for different people.In general, though, Buffett's a big believer in bucking market trends, taking advantage of bargain opportunities, and beating back your emotions. The times when you're likely most scared to invest have historically been the best times to get your money working the markets, and so even if you don't dive in right now, you won't want to wait too long before getting a solid investing plan in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042252290,"gmtCreate":1656485882410,"gmtModify":1676535839027,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Still bullish about this stock","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Still bullish about this stock","text":"$Tesla Motors(TSLA)$Still bullish about this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042252290","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093015537749630","authorId":"4093015537749630","name":"lawteoh777","avatar":"https://static.tigerbbs.com/5ae1877cb7a2cdc2cf639fc280bc02e5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4093015537749630","idStr":"4093015537749630"},"content":"u have to be bearish in short term","text":"u have to be bearish in short term","html":"u have to be bearish in short term"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996530753,"gmtCreate":1661184247575,"gmtModify":1676536469539,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>looking forward to price appreciation after split","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>looking forward to price appreciation after split","text":"$Tesla Motors(TSLA)$looking forward to price appreciation after split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996530753","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078202847,"gmtCreate":1657685935789,"gmtModify":1676536046413,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"Totally agree with this assessment&nbsp;","listText":"Totally agree with this assessment&nbsp;","text":"Totally agree with this assessment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078202847","repostId":"1136627976","repostType":2,"repost":{"id":"1136627976","pubTimestamp":1657683904,"share":"https://ttm.financial/m/news/1136627976?lang=&edition=fundamental","pubTime":"2022-07-13 11:45","market":"us","language":"en","title":"Tesla: Why I'm Buying Before The Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1136627976","media":"Seeking Alpha","summary":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheap","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s decline has been epic, roughly 50% from its November top.</li><li>However, Tesla is much cheaper now and has several positive catalysts.</li><li>Analysts have been behind the curve on Tesla&#39;s earnings recently and the company could report another blockbuster quarter soon.</li><li>Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.</li><li>Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla&#39;s stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.</p><h3>Tesla&#39;s Volatility Problem</h3><p>While there is no guarantee that we won&#39;t see more volatility in the near term, the worst is likely behind us now.</p><h3>Tesla&#39;s Valuation - Much Different Now</h3><p>I mentioned Tesla&#39;s absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/bb640d8d19041e947f672697cf734824\" tg-width=\"640\" tg-height=\"305\" width=\"100%\" height=\"auto\"/>Forward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts&#39; estimates in recent quarters.</p><p><b>Earnings Surprises</b></p><p><img src=\"https://static.tigerbbs.com/8875c94af5175e3c6a9fbf78b4eca8fe\" tg-width=\"640\" tg-height=\"252\" width=\"100%\" height=\"auto\"/>Tesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla&#39;s EPS forecast has not decreased too much.</p><p><b>EPS Revisions</b></p><p><img src=\"https://static.tigerbbs.com/334214859851590f4ef72d0ad18a6c42\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"/>While many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla&#39;s longer-term profitability will probably not be impacted by a transitory slowdown.</p><h3>Why A Recession May Not Be A Problem</h3><p>A recession may not be a problem for Tesla, as the company&#39;s cars are not niche products. With close to a million car sales last year, Tesla&#39;s are very much mainstream vehicles.</p><p><b>Tesla Sales (in millions)</b></p><p><img src=\"https://static.tigerbbs.com/302b5ccbe0fb6ee322009bf902f70c4f\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"/>Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company&#39;s growth, it is unlikely to have a lasting effect.</p><p>Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla&#39;s growth, profitability potential, and the company&#39;s stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.</p><h3>The Upcoming Stock Split</h3><p>Tesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company&#39;s share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla&#39;s 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.</p><h3>Tesla Earnings - Could Be Another Blockbuster Report</h3><p>Tesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla&#39;s higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla&#39;s temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.</p><p><img src=\"https://static.tigerbbs.com/01eb5c8f6d6d62c8299f8ab5c649a6e0\" tg-width=\"640\" tg-height=\"411\" width=\"100%\" height=\"auto\"/>We see strong growth in Tesla&#39;s delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.</p><p>Here&#39;s how:</p><h3>Q2 Estimates/Projections</h3><p><img src=\"https://static.tigerbbs.com/eb7c77b191bee76a40821790bccb6c2d\" tg-width=\"640\" tg-height=\"713\" width=\"100%\" height=\"auto\"/>My Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we&#39;re seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&amp;D, and marginally higher SG&amp;A expenses. Given the variables, we&#39;re still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.</p><h3>Tesla Much More Profitable Than Other Automakers</h3><p>Last quarter, Tesla reported a net income margin of 17.7%. Also, Tesla&#39;s profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.</p><h3>The Bottom Line</h3><p>While Tesla&#39;s forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company&#39;s stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts&#39; estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company&#39;s revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.</p><p>Furthermore, a recession should have a limited effect on Tesla&#39;s growth and earnings potential. Therefore, any substantial weakness in Tesla&#39;s share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.</p><p>Here&#39;s what Tesla&#39;s financials could look like in future years:</p><p><img src=\"https://static.tigerbbs.com/478bf626d937037a8f1af00bda33a0ab\" tg-width=\"912\" tg-height=\"389\" width=\"100%\" height=\"auto\"/>Many analysts may still underestimate Tesla&#39;s earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla&#39;s EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla&#39;s significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla&#39;s forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla&#39;s EPS should increase considerably in the coming years, and the company&#39;s share price could appreciate substantially as the company advances. Tesla&#39;s stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.</p><h3>Risks to Tesla</h3><p>Risks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Why I'm Buying Before The Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Why I'm Buying Before The Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136627976","content_text":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings recently and the company could report another blockbuster quarter soon.Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.Tesla  has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla's stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.Tesla's Volatility ProblemWhile there is no guarantee that we won't see more volatility in the near term, the worst is likely behind us now.Tesla's Valuation - Much Different NowI mentioned Tesla's absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.EPS EstimatesForward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts' estimates in recent quarters.Earnings SurprisesTesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla's EPS forecast has not decreased too much.EPS RevisionsWhile many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla's longer-term profitability will probably not be impacted by a transitory slowdown.Why A Recession May Not Be A ProblemA recession may not be a problem for Tesla, as the company's cars are not niche products. With close to a million car sales last year, Tesla's are very much mainstream vehicles.Tesla Sales (in millions)Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company's growth, it is unlikely to have a lasting effect.Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla's growth, profitability potential, and the company's stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.The Upcoming Stock SplitTesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company's share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla's 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.Tesla Earnings - Could Be Another Blockbuster ReportTesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla's higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla's temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.We see strong growth in Tesla's delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.Here's how:Q2 Estimates/ProjectionsMy Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we're seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&D, and marginally higher SG&A expenses. Given the variables, we're still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.Tesla Much More Profitable Than Other AutomakersLast quarter, Tesla reported a net income margin of 17.7%. Also, Tesla's profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.The Bottom LineWhile Tesla's forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company's stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts' estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company's revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.Furthermore, a recession should have a limited effect on Tesla's growth and earnings potential. Therefore, any substantial weakness in Tesla's share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.Here's what Tesla's financials could look like in future years:Many analysts may still underestimate Tesla's earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla's EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla's significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla's forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla's EPS should increase considerably in the coming years, and the company's share price could appreciate substantially as the company advances. Tesla's stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.Risks to TeslaRisks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085747182,"gmtCreate":1650769822281,"gmtModify":1676534790080,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"Great article In line with my expectations...","listText":"Great article In line with my expectations...","text":"Great article In line with my expectations...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085747182","repostId":"2229815110","repostType":2,"repost":{"id":"2229815110","pubTimestamp":1650681404,"share":"https://ttm.financial/m/news/2229815110?lang=&edition=fundamental","pubTime":"2022-04-23 10:36","market":"us","language":"en","title":"Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2229815110","media":"Motley Fool","summary":"Wall Street is bullish on Palantir because it see catalysts for the company's long-term growth. But the software company's stock price has been cratering.","content":"<html><head></head><body><p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.</p><p>Data analytics provider <b>Palantir Technologies</b> often finds its name in the headlines because both the public and private sectors are increasingly using the company&#39;s robust software platform. However, over the last 12 months, the company&#39;s stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.</p><h2>What is Wall Street saying?</h2><p>Over the last month, Wall Street banks <b>Piper Sandler</b> and Monness, Crespi, Hardt &amp; Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler&#39;s current price target is $15 per share, while Monness, Crespi, Hardt &amp; Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.</p><p>Alongside Palantir&#39;s 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir&#39;s most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F674957%2Fgettyimages-1294781573.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Are these points valid?</h2><p>In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What&#39;s most impressive about this growth is the company&#39;s penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir&#39;s ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.</p><p>In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers <i>tripled </i>in 2021 to 147 total clients.</p><p>Perhaps the most encouraging indicator of Palantir&#39;s capabilities is its net dollar retention, which measures how much a company&#39;s recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir&#39;s government business reported 146%.  The impressive net dollar retention has contributed nicely to Palantir&#39;s profitability profile. For the year ended Dec. 31, 2021, Palantir&#39;s operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.</p><p>For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year&#39;s end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as <b>The Merck Group</b> and Korean shipbuilder <b>Hyundai Heavy Industries</b>. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.</p><p>Another key focus that made Wall Street perk up is Palantir&#39;s ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.</p><h2>Keep an eye on valuation</h2><p>Palantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.</p><p>Despite Palantir&#39;s sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why</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\">\nWall Street Thinks Palantir Is Poised for a Comeback. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229815110","content_text":"Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.Data analytics provider Palantir Technologies often finds its name in the headlines because both the public and private sectors are increasingly using the company's robust software platform. However, over the last 12 months, the company's stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.What is Wall Street saying?Over the last month, Wall Street banks Piper Sandler and Monness, Crespi, Hardt & Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler's current price target is $15 per share, while Monness, Crespi, Hardt & Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.Alongside Palantir's 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir's most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.Image source: Getty Images.Are these points valid?In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What's most impressive about this growth is the company's penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir's ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers tripled in 2021 to 147 total clients.Perhaps the most encouraging indicator of Palantir's capabilities is its net dollar retention, which measures how much a company's recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir's government business reported 146%.  The impressive net dollar retention has contributed nicely to Palantir's profitability profile. For the year ended Dec. 31, 2021, Palantir's operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year's end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as The Merck Group and Korean shipbuilder Hyundai Heavy Industries. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.Another key focus that made Wall Street perk up is Palantir's ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.Keep an eye on valuationPalantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.Despite Palantir's sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903023580,"gmtCreate":1658959003340,"gmtModify":1676536232593,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Hopefully will have strong earnings report","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Hopefully will have strong earnings report","text":"$Palantir Technologies Inc.(PLTR)$Hopefully will have strong earnings report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903023580","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079269404,"gmtCreate":1657205227908,"gmtModify":1676535969178,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>This stock brought so much pain to many investors yet many continue to believe and hold on because it will recover.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>This stock brought so much pain to many investors yet many continue to believe and hold on because it will recover.","text":"$Palantir Technologies Inc.(PLTR)$This stock brought so much pain to many investors yet many continue to believe and hold on because it will recover.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079269404","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916430091,"gmtCreate":1664666890013,"gmtModify":1676537489513,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916430091","repostId":"9916243358","repostType":1,"repost":{"id":9916243358,"gmtCreate":1664599653000,"gmtModify":1676537484920,"author":{"id":"9000000000000673","authorId":"9000000000000673","name":"onlyusedtesla","avatar":"https://community-static.tradeup.com/news/9241e3feb223fd3b3b3b82d905afa59d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000673","idStr":"9000000000000673"},"themes":[],"title":"Key Takeaways from Tesla’s Revolutionary AI Day 2022","htmlText":"Tesla is changing the course of history with its second revolutionary AI Day&nbsp;event: Optimus Humanoid&nbsp;Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten&nbsp;fingers. Powered by the same Full Self-Driving Computer that’s in a&nbsp;Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a&nbsp;robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","listText":"Tesla is changing the course of history with its second revolutionary AI Day&nbsp;event: Optimus Humanoid&nbsp;Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten&nbsp;fingers. Powered by the same Full Self-Driving Computer that’s in a&nbsp;Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a&nbsp;robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","text":"Tesla is changing the course of history with its second revolutionary AI Day event: Optimus Humanoid Robot Fully-functioning prototype tested and demonstrated for the first time with no additional cranes or supports. The robot can walk, move, wave, and operates with ten fingers. Powered by the same Full Self-Driving Computer that’s in a Tesla. Possible for the robot to pick up boxes, and runs on Autopilot neural networks re-trained for a robot. The robot can view the world through neural networks. Second prototype with Tesla-designed and built actuators, battery packs, and computer that will be similar to the production version. Optimus will be able to move fingers independently, with opposable thumbs. The goal is to create a humanoid robot that’s usable as quickly","images":[{"img":"https://static.tigerbbs.com/44be77f3585cbb73831bd9b1ee407a12"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916243358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907341155,"gmtCreate":1660147058079,"gmtModify":1703478415602,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Will you buy at this level?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Will you buy at this level?","text":"$Tesla Motors(TSLA)$Will you buy at this level?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907341155","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906857336,"gmtCreate":1659523389727,"gmtModify":1705981233997,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Looking to a good Q2 earnings report","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Looking to a good Q2 earnings report","text":"$Palantir Technologies Inc.(PLTR)$Looking to a good Q2 earnings report","images":[{"img":"https://community-static.tradeup.com/news/51980d76e1342f0863ef815faf700010","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906857336","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900015973,"gmtCreate":1658618032592,"gmtModify":1676536181326,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a><v-v data-views=\"0\"></v-v>Still too early to tell if NFLX has reached bottom.","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a><v-v data-views=\"0\"></v-v>Still too early to tell if NFLX has reached bottom.","text":"$Netflix(NFLX)$Still too early to tell if NFLX has reached bottom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900015973","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041762845,"gmtCreate":1656112972387,"gmtModify":1676535768217,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>is it safe to invest in palantir? So much uncertainty in the market","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>is it safe to invest in palantir? So much uncertainty in the market","text":"$Palantir Technologies Inc.(PLTR)$is it safe to invest in palantir? So much uncertainty in the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041762845","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041957649,"gmtCreate":1655998718581,"gmtModify":1676535747977,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Looks good but who knows where the market will turn for Palantir","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>Looks good but who knows where the market will turn for Palantir","text":"$Palantir Technologies Inc.(PLTR)$Looks good but who knows where the market will turn for Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041957649","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022807462,"gmtCreate":1653515784256,"gmtModify":1676535293475,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"Minimal downside","listText":"Minimal downside","text":"Minimal downside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022807462","repostId":"2238562497","repostType":4,"repost":{"id":"2238562497","pubTimestamp":1653492625,"share":"https://ttm.financial/m/news/2238562497?lang=&edition=fundamental","pubTime":"2022-05-25 23:30","market":"us","language":"en","title":"How Much Downside Does Tesla Have?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238562497","media":"Motley Fool","summary":"Is Tesla's decline since January a buying opportunity?","content":"<html><head></head><body><p>Electric vehicle and clean energy company <b>Tesla</b> has been one of Wall Street&#39;s biggest winners over the past couple of years. The stock traded at less than $90 per share in early 2020, and ran as high as $1,243 before sliding more than 40% in this bear market.</p><p>Such a big decline seems like an obvious &#34;buy-the-dip&#34; opportunity, but investors should consider the following before doing so.</p><h2>Shining a light on free cash flow</h2><p>Look at any earnings report and revenue and earnings-per-share (EPS) typically dominate the headlines. But don&#39;t underestimate the importance of free cash flow; it&#39;s the lifeblood of a business. It pays for the growth, dividends, and share repurchases that investors love. Meanwhile, bottom-line earnings can be deceiving because there could be non-cash items that skew the numbers.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681288%2Fgettyimages-1311065579.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image Source: Getty Images.</span></p><p>Many investors see Tesla as more than a car company; some consider it a technology company for its work with artificial intelligence and autonomous driving. It&#39;s also branched into other segments like solar and energy storage and insurance.</p><p>Regardless of your opinion on labeling Tesla, investors can look at the business through a simple lens -- how good is the business at generating cold, hard cash? You can see below that Tesla is essentially as good as <b>Ford</b> at converting revenue into free cash flow. Both companies get about $0.07 of free cash flow from every sales dollar, and it&#39;s been about equal for three years and running.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9f7d5a9806a8259e64b496d3fd0ac40\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>TSLA Free Cash Flow (% of Annual Revenues) data by YCharts</span></p><h2>What premium does Tesla deserve?</h2><p>Investors can take it a step further and use free cash flow to value the stock by looking at how much they&#39;re paying for that cash flow. The chart below shows the difference in valuation between Tesla and Ford, using the price-to-free cash flow ratio, which is similar to the price-to-earnings ratio but substitutes free cash flow for bottom-line profits. Despite Tesla&#39;s valuation falling dramatically, it remains about nine times as expensive (ratio of 108 to Ford&#39;s 13).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa1c68c999a7d306f1d0f5d661263d0b\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>TSLA Price to Free Cash Flow data by YCharts</span></p><p>Consider some important things: First, Tesla is a faster-growing company than Ford. Tesla&#39;s grown revenue an average of 50% annually over the past five years, while Ford&#39;s revenue growth has been negative 2% over the same time. Additionally, Tesla is the first-mover and market share leader in the electric category, which seems to be the industry&#39;s long-term future.</p><p>I think it&#39;s an easy argument that Tesla stock should be more expensive than Ford&#39;s. Still, it&#39;s unclear just what that premium should be. Perhaps Tesla&#39;s growth eventually helps the business generate cash flow more efficiently than Ford. Maybe autonomous driving will become a big deal for Tesla, and it will add a lot of highly profitable revenue to the company. While these things <i>might</i> happen, the company right now is equally as efficient at creating cash profits as Ford, no matter how you label Tesla.</p><p>Tesla&#39;s enjoyed a first-mover advantage thus far in its history, but the industry shifting to electric could negate that over time. Competitors like Ford are well-capitalized and investing heavily to catch up in areas like battery technology and autonomous driving capabilities. Investors need to be careful paying up for a stock because &#34;it&#39;s pricing in future success&#34; because that future isn&#39;t necessarily guaranteed.</p><h2>Investor takeaway</h2><p>Nobody knows what the market will eventually arrive at for Tesla&#39;s long-term valuation. The stock could keep falling quite a bit further if the market determines that Tesla should be valued more like a traditional automaker like Ford. It&#39;s equally possible that shares bounce and retake new highs.</p><p>Investors should approach the stock cautiously since you can&#39;t know where the share price will go. A dollar-cost averaging strategy can be beneficial, because you would buy chunks of shares slowly over time. If the stock soars, great -- you&#39;ve been adding on the way up. If Tesla falls further for a while, you&#39;ll be lowering your total average cost as you go. It&#39;s a win-win for investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Much Downside Does Tesla Have?</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\">\nHow Much Downside Does Tesla Have?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/how-much-downside-does-tesla-have/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle and clean energy company Tesla has been one of Wall Street's biggest winners over the past couple of years. The stock traded at less than $90 per share in early 2020, and ran as high ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/how-much-downside-does-tesla-have/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/25/how-much-downside-does-tesla-have/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238562497","content_text":"Electric vehicle and clean energy company Tesla has been one of Wall Street's biggest winners over the past couple of years. The stock traded at less than $90 per share in early 2020, and ran as high as $1,243 before sliding more than 40% in this bear market.Such a big decline seems like an obvious \"buy-the-dip\" opportunity, but investors should consider the following before doing so.Shining a light on free cash flowLook at any earnings report and revenue and earnings-per-share (EPS) typically dominate the headlines. But don't underestimate the importance of free cash flow; it's the lifeblood of a business. It pays for the growth, dividends, and share repurchases that investors love. Meanwhile, bottom-line earnings can be deceiving because there could be non-cash items that skew the numbers.Image Source: Getty Images.Many investors see Tesla as more than a car company; some consider it a technology company for its work with artificial intelligence and autonomous driving. It's also branched into other segments like solar and energy storage and insurance.Regardless of your opinion on labeling Tesla, investors can look at the business through a simple lens -- how good is the business at generating cold, hard cash? You can see below that Tesla is essentially as good as Ford at converting revenue into free cash flow. Both companies get about $0.07 of free cash flow from every sales dollar, and it's been about equal for three years and running.TSLA Free Cash Flow (% of Annual Revenues) data by YChartsWhat premium does Tesla deserve?Investors can take it a step further and use free cash flow to value the stock by looking at how much they're paying for that cash flow. The chart below shows the difference in valuation between Tesla and Ford, using the price-to-free cash flow ratio, which is similar to the price-to-earnings ratio but substitutes free cash flow for bottom-line profits. Despite Tesla's valuation falling dramatically, it remains about nine times as expensive (ratio of 108 to Ford's 13).TSLA Price to Free Cash Flow data by YChartsConsider some important things: First, Tesla is a faster-growing company than Ford. Tesla's grown revenue an average of 50% annually over the past five years, while Ford's revenue growth has been negative 2% over the same time. Additionally, Tesla is the first-mover and market share leader in the electric category, which seems to be the industry's long-term future.I think it's an easy argument that Tesla stock should be more expensive than Ford's. Still, it's unclear just what that premium should be. Perhaps Tesla's growth eventually helps the business generate cash flow more efficiently than Ford. Maybe autonomous driving will become a big deal for Tesla, and it will add a lot of highly profitable revenue to the company. While these things might happen, the company right now is equally as efficient at creating cash profits as Ford, no matter how you label Tesla.Tesla's enjoyed a first-mover advantage thus far in its history, but the industry shifting to electric could negate that over time. Competitors like Ford are well-capitalized and investing heavily to catch up in areas like battery technology and autonomous driving capabilities. Investors need to be careful paying up for a stock because \"it's pricing in future success\" because that future isn't necessarily guaranteed.Investor takeawayNobody knows what the market will eventually arrive at for Tesla's long-term valuation. The stock could keep falling quite a bit further if the market determines that Tesla should be valued more like a traditional automaker like Ford. It's equally possible that shares bounce and retake new highs.Investors should approach the stock cautiously since you can't know where the share price will go. A dollar-cost averaging strategy can be beneficial, because you would buy chunks of shares slowly over time. If the stock soars, great -- you've been adding on the way up. If Tesla falls further for a while, you'll be lowering your total average cost as you go. It's a win-win for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988719587,"gmtCreate":1666831771850,"gmtModify":1676537812542,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988719587","repostId":"1101357995","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935143113,"gmtCreate":1663054344232,"gmtModify":1676537192496,"author":{"id":"4102496925620010","authorId":"4102496925620010","name":"Gregho","avatar":"https://static.tigerbbs.com/179a8be290b29d2b14007977fe11e9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102496925620010","idStr":"4102496925620010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935143113","repostId":"1190990790","repostType":4,"repost":{"id":"1190990790","pubTimestamp":1663049078,"share":"https://ttm.financial/m/news/1190990790?lang=&edition=fundamental","pubTime":"2022-09-13 14:04","market":"us","language":"en","title":"Palantir: Undervalued Stock, But Perspective And Patience Are Required","url":"https://stock-news.laohu8.com/highlight/detail?id=1190990790","media":"Seeking Alpha","summary":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some k","content":"<html><head></head><body><p>Summary</p><ul><li>Investors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.</li><li>Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.</li><li>Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.</li><li>The bleeding losses of operating income from previous SPAC investments are almost over.</li><li>Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.</li></ul><p><b>Thesis</b>:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What&#39;s interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.</p><p><img src=\"https://static.tigerbbs.com/b2275f8af882cbce0d373032e7e532d8\" tg-width=\"640\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>DCF from Simply Wall St.</p><p><b>What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right Now</b></p><p>Palantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears&#39; main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:</p><ul><li>Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.</li></ul><ul><li>The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.</li></ul><p><b>Bulls are Getting Impatient, Frustrated with Earnings, Concerned About Thesis</b></p><p>Palantir bulls rightfully are frustrated with the company&#39;s latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.</p><p>All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.</p><p>However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.</p><p><b>How Much Risk Does Palantir Stock Present?</b></p><p>The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.</p><p>Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir&#39;s stock fluctuates up or down it is almost 2x the size of what the market average is.</p><p>This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone&#39;s situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir&#39;s customers, and business model, then you will not consider it risky to be a Palantir shareholder.</p><p>I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!</p><p><img src=\"https://static.tigerbbs.com/52ae4a5ae1b792298aeb9fa0942f8dae\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Institutional Holdings from Fintel.io</p><p><b>The Ugly</b></p><p>Let me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts&#39; expectations on earnings. I don&#39;t care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.</p><p>I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.</p><p>Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.</p><p>The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.</p><p><b>It is All About Perspective, Patience, and Expectations</b></p><p>I believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:</p><ul><li>The amazing capabilities of Palantir&#39;s software and outcomes it has proven already in the government sector.</li></ul><ul><li>The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.</li></ul><ul><li>The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.</li></ul><ul><li>Being co-founded by Peter Thiel, one of the world&#39;s greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.</li></ul><p>Now let&#39;s bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.</p><p><img src=\"https://static.tigerbbs.com/246909b571268c0cc29bc3a7d39f9a24\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>PLTR Price to Free Cash Flow data by YCharts</p><p>The government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham &amp; Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.</p><p>As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.</p><p><img src=\"https://static.tigerbbs.com/6d2ca285fd940aa59d1fc83504bc2f78\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Report</p><p>We can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.</p><p><b>What to Watch for With Palantir</b></p><p>There may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir&#39;s balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.</p><p><img src=\"https://static.tigerbbs.com/ffc2feed0b7b1533f2c6e5923279f077\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Presentation</p><p>Remember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won&#39;t see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.</p><p>This company is not perfect by any means, and I believe you should never &#34;marry&#34; a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir&#39;s business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don&#39;t yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.</p><p>I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed in the long term.</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: Undervalued Stock, But Perspective And Patience Are Required</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: Undervalued Stock, But Perspective And Patience Are Required\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190990790","content_text":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.The bleeding losses of operating income from previous SPAC investments are almost over.Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.Thesis:Palantir Technologies Inc. is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What's interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.DCF from Simply Wall St.What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right NowPalantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears' main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.Bulls are Getting Impatient, Frustrated with Earnings, Concerned About ThesisPalantir bulls rightfully are frustrated with the company's latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.How Much Risk Does Palantir Stock Present?The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir's stock fluctuates up or down it is almost 2x the size of what the market average is.This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone's situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir's customers, and business model, then you will not consider it risky to be a Palantir shareholder.I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!Institutional Holdings from Fintel.ioThe UglyLet me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts' expectations on earnings. I don't care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.It is All About Perspective, Patience, and ExpectationsI believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:The amazing capabilities of Palantir's software and outcomes it has proven already in the government sector.The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.Being co-founded by Peter Thiel, one of the world's greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.Now let's bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.PLTR Price to Free Cash Flow data by YChartsThe government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham & Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.Q2 2022 Financial Earnings ReportWe can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.What to Watch for With PalantirThere may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir's balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.Q2 2022 Financial Earnings PresentationRemember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won't see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.This company is not perfect by any means, and I believe you should never \"marry\" a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir's business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don't yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}