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2022-05-20

Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR

Palantir: Complete Disaster

2022-05-02

Thanks for the good read. Well summarized.

Palantir Stock: Almost Crashing To Its IPO Lows

2022-04-25

Good read. Thank you!

Palantir: The Recovery Will Be Swift

2022-04-25

True. Definitely buy territory.

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2022-04-13

Still goeing down tho... Buying the dip now? What do u think?

What's Going On With Lucid Group Shares Today?

2022-04-08

Good read. Thanks for pulling this together.

Sorry, the original content has been removed

2022-04-02

Very good read. Thanks for the effort pullingthis together.

Sorry, the original content has been removed

2022-03-26

Great article. Very informative. Thanks for the efforts from all editors!!

Sorry, the original content has been removed

2022-03-08

Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣

Sorry, the original content has been removed

2022-02-28

Think the though process is right however, just short term benefits they would gain.

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2022-02-24

Well, there are lovers and there are haters. And then there are the ones who profit from either.

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2022-02-19

Sell, cash out, next

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2022-02-18

Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought 🤣

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2022-02-18

Nice read! Thanks!

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2022-02-17

Crazy.

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2022-02-17

OMG

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2022-02-16

crazy 😲

Sorry, the original content has been removed

2022-02-16

Great article. Thanks.

Microsoft Is on a Buying Binge. Here's What It Could Buy Next

2022-02-15

Great article. Thanks!

Sorry, the original content has been removed

2022-02-14

Nice article. Thanks!

4 Reasons Not to Worry About a Stock Market Crash

Go to Tiger App to see more news

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Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","listText":"Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","text":"Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021692443","repostId":"2236030678","repostType":4,"repost":{"id":"2236030678","pubTimestamp":1653036810,"share":"https://www.laohu8.com/m/news/2236030678?lang=&edition=full","pubTime":"2022-05-20 16:53","market":"us","language":"en","title":"Palantir: Complete Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=2236030678","media":"Seeking Alpha","summary":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"b","content":"<html><head></head><body><p>So, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) stock has been a total disaster for longs. Many retail &#34;bag-holders&#34; out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.</p><p>However, <i>we were also wrong</i>, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. <i>We got that part wrong</i>.</p><p>While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader&#39;s market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?</p><p>Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.</p><p>The first option is the easiest, and perhaps a &#34;cop out&#34; for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.</p><p>The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.</p><p>The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What <a href=\"https://laohu8.com/S/AONE.U\">one</a> has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.</p><p>For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.</p><p>So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir&#39;s growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.</p><p>Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.</p><h2>Palantir&#39;s Government and Commercial sectors showing growth</h2><p>In the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.</p><p>Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.</p><p>Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.</p><p>Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management&#39;s prior guidance of 23%. This is positive.</p><h2>Palantir is slightly profitable, for now</h2><p>Despite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.</p><p>We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. 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.</p><h2>Still expensive</h2><p>On the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. 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 9X sales, the stock is much cheaper than it has ever been, but it is still not &#34;cheap&#34;. We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.</p><h2>The outlook is murky</h2><p>The biggest concern right now is not valuation. It is not dilution. It is not the &#34;overall market.&#34; The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that &#34;there is a wide range of potential upside to [the] guidance.&#34; The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.</p><h2>Take home</h2><p>The company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.</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: Complete Disaster</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: Complete Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513287-palantir-complete-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513287-palantir-complete-disaster\">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/4513287-palantir-complete-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236030678","content_text":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.However, we were also wrong, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. We got that part wrong.While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader's market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.The first option is the easiest, and perhaps a \"cop out\" for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir's growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.Palantir's Government and Commercial sectors showing growthIn the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management's prior guidance of 23%. This is positive.Palantir is slightly profitable, for nowDespite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. 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.Still expensiveOn the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. 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 9X sales, the stock is much cheaper than it has ever been, but it is still not \"cheap\". We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.The outlook is murkyThe biggest concern right now is not valuation. It is not dilution. It is not the \"overall market.\" The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that \"there is a wide range of potential upside to [the] guidance.\" The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.Take homeThe company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063538299,"gmtCreate":1651489617163,"gmtModify":1676534915162,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the good read. Well summarized.&nbsp;","listText":"Thanks for the good read. Well summarized.&nbsp;","text":"Thanks for the good read. Well summarized.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063538299","repostId":"2232273738","repostType":4,"repost":{"id":"2232273738","pubTimestamp":1651460971,"share":"https://www.laohu8.com/m/news/2232273738?lang=&edition=full","pubTime":"2022-05-02 11:09","market":"us","language":"en","title":"Palantir Stock: Almost Crashing To Its IPO Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2232273738","media":"seekingalpha","summary":"SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card gi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.</li><li>We believe the Russia-Ukraine conflict has renewed impetus and interest in Palantir&#39;s platform. But, its platform has not been well understood by some investors.</li><li>We discuss the key aspects to watch as Palantir heads into its Q1 card.</li><li>We reiterate our Buy rating on PLTR stock as a speculative position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828d19ca77b524a90273782e7cc6260d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) is heading into its keenly watched FQ1&#39;22 earnings card on May 9, even as its stock last traded near its February lows.</p><p>The initial momentum surge from the start of the Russia-Ukraine conflict has almost been fully digested. As a result, we believe that investors&#39; focus has returned to the Fed&#39;s accelerated / front-loading rate hike path. Given Palantir&#39;s deeply unprofitable business model, investors should expect such volatility.</p><p>Nonetheless, we noticed that Palantir stock price targets ((PTs)) had been raised as Street analysts have become more confident in its long-term opportunities. As the conflict in Ukraine continues to drag on longer, western governments could be spurred into dedicating higher defense spending over the long term. Therefore, Palantir could be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the prime beneficiaries, given its success with the US Department of Defense.</p><p>Furthermore, Palantir COO Shyam Sankar also highlighted that its platform had been utilized for humanitarian efforts in the refugee crisis in Ukraine. Therefore, we believe that the European governments and enterprises have been given highly valuable first-hand insights into Palantir&#39;s platform and potential use cases.</p><p>In addition, our price action analysis also suggested that PLTR stock could touch and re-test its &#34;ultimate bottom&#34; of its 2020 IPO lows. While still early, we believe that could be the impetus for the stock to re-rate and for momentum to return for a much-needed rebound.</p><p>As such, we reiterate our Buy rating on PLTR stock. However, we reiterate that it&#39;s only appropriate for a speculative position given its negative profitability.</p><p><b>Palantir Is More Than Your Data Platform</b></p><p>Palantir&#39;s platform has not been well understood by some investors. Moreover, the company has also been pretty reticent in articulating the intricacies of its platform previously, given its focus on government and large enterprise customers.</p><p>However, Palantir has since revised its commercial strategy to expand its focus to smaller enterprise customers. As a result, it has modularized its Foundry platform to spur more rapid and more straightforward adoption by its corporate customers. Moreover, it has also introduced usage-based pricing to reduce the friction in adoption, helping its new customers in their adoption journey tremendously.</p><p>Notably, the company has also been more active in &#34;educating&#34; the corporate community on the critical differentiation of its platform. Palantir elucidated that Foundry is the operating system that &#34;fuels your data platform.&#34; Therefore, companies that deploy Foundry build their data platform on top of it. These data platforms include solutions by <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), BigQuery (GOOGL) (GOOG), AWS Redshift (AMZN), etc. PLTR accentuated (edited):</p><blockquote>Palantir Foundry is sometimes incorrectly thought of as a data platform solution. For organizations that are earlier in the digital journey, Foundry can serve this purpose. Foundry&#39;s focus, however, extends beyond those capabilities toward its ultimate aim: enhancing the operational decisions that constitute an enterprise. While data platforms do important work in centralizing and managing data in a single place, Foundry is designed to connect analytics to operations - continuously and dynamically in a complex world. As a result, it is best thought of as an operating system that coordinates the interplay of data, models, and decisions in an enterprise. - Palantir</blockquote><p>Therefore, Palantir doesn&#39;t consider these data platforms their key competitive threats. Instead, these platforms are critical partners as organizations require more complex AI analytics as they transition more workloads to the cloud. Consequently, Palantir should be regarded by investors as one of the key beneficiaries of the increasing digitization and cloud transition.</p><p><b>But, Investors Continue To Focus On Palantir&#39;s Profitability</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0a285681d0eb3e366e9057b44a1d86\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Palantir revenue segment YoY change % (Company filings)</span></p><p>The increasingly challenging macro environment has caused significant compression in the SaaS space over the past 6 months, given their embedded growth premium. Furthermore, investors were also concerned with the marked deceleration in Palantir&#39;s government segment growth. Despite the uptick in its commercial growth, investors were concerned about the durability of its growth cadence, coupled with the increasing contribution from its SPACs investments. The market didn&#39;t like the slowdown in government revenue, even though commercial has picked up the pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb255aad3b15efc65a874513d0c25f04\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Palantir GAAP EPS consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff39b9e5c01a37f400414ac5bd05a030\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Palantir revenue and Adj. EBIT consensus estimates (S&amp;P Capital IQ)</span></p><p>Moreover, Palantir&#39;s not expected to report GAAP net income profitability over the next two years. However, we should expect a line of sight visibility toward GAAP profitability on operating terms. Therefore, investors should continue to monitor its operating leverage gains closely.</p><p>Furthermore, PLTR&#39;s adjusted EBIT margins had been revised downwards after its FQ4 card to reflect more significant investments in FY22. As a result, the sell-down post FQ4 was justified, given Palantir&#39;s negative profitability. But, we should also expect to observe an inflection point in its operating profit growth from Q2&#39;22 and see improving margins moving forward.</p><p>Therefore, Palantir&#39;s Q1 earnings need to be carefully monitored to ensure Palantir is on track. But, given the low expectations in its consensus estimates, we think Palantir has a much easier bar to clear than in FQ4.</p><p><b>Is PLTR Stock A Buy, Sell, Or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/578bbc62a5db509898b6387e17c369d4\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>PLTR stock NTM normalized P/E and NTM FCF yield % (TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bedb1341d91ffa3c296a8395c8fe415\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>PLTR stock price chart (TradingView)</span></p><p>PLTR stock last traded at an NTM normalized P/E of 55x and an NTM FCF yield of 1.86%. Therefore, its valuation is hardly cheap despite being FCF profitable. Moreover, even though it has been digested, there&#39;s still a substantial growth premium in its valuation. Hence, we believe it remains a speculative play despite its competitive moat.</p><p>Nonetheless, as seen in its long-term price chart above, we expect a potential re-test at its IPO bottom. There have also been several instances of significant bull traps, which drew in dip buyers before the sellers unleashed their avalanche of sell orders.</p><p>Therefore, we expect the next significant battle between the bulls and bears to potentially occur at its IPO bottom. Despite that, we think its valuation and price action favor a more reasonable risk/reward upside than previously.</p><p>However, investors should allocate appropriately for a speculative position and spread their purchases.</p><p>Therefore, <i>we reiterate our Buy rating on PLTR stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Almost Crashing To Its IPO Lows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Almost Crashing To Its IPO Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.We believe the Russia-Ukraine ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy\">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/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232273738","content_text":"SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.We believe the Russia-Ukraine conflict has renewed impetus and interest in Palantir's platform. But, its platform has not been well understood by some investors.We discuss the key aspects to watch as Palantir heads into its Q1 card.We reiterate our Buy rating on PLTR stock as a speculative position.Michael Vi/iStock Editorial via Getty ImagesInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) is heading into its keenly watched FQ1'22 earnings card on May 9, even as its stock last traded near its February lows.The initial momentum surge from the start of the Russia-Ukraine conflict has almost been fully digested. As a result, we believe that investors' focus has returned to the Fed's accelerated / front-loading rate hike path. Given Palantir's deeply unprofitable business model, investors should expect such volatility.Nonetheless, we noticed that Palantir stock price targets ((PTs)) had been raised as Street analysts have become more confident in its long-term opportunities. As the conflict in Ukraine continues to drag on longer, western governments could be spurred into dedicating higher defense spending over the long term. Therefore, Palantir could be one of the prime beneficiaries, given its success with the US Department of Defense.Furthermore, Palantir COO Shyam Sankar also highlighted that its platform had been utilized for humanitarian efforts in the refugee crisis in Ukraine. Therefore, we believe that the European governments and enterprises have been given highly valuable first-hand insights into Palantir's platform and potential use cases.In addition, our price action analysis also suggested that PLTR stock could touch and re-test its \"ultimate bottom\" of its 2020 IPO lows. While still early, we believe that could be the impetus for the stock to re-rate and for momentum to return for a much-needed rebound.As such, we reiterate our Buy rating on PLTR stock. However, we reiterate that it's only appropriate for a speculative position given its negative profitability.Palantir Is More Than Your Data PlatformPalantir's platform has not been well understood by some investors. Moreover, the company has also been pretty reticent in articulating the intricacies of its platform previously, given its focus on government and large enterprise customers.However, Palantir has since revised its commercial strategy to expand its focus to smaller enterprise customers. As a result, it has modularized its Foundry platform to spur more rapid and more straightforward adoption by its corporate customers. Moreover, it has also introduced usage-based pricing to reduce the friction in adoption, helping its new customers in their adoption journey tremendously.Notably, the company has also been more active in \"educating\" the corporate community on the critical differentiation of its platform. Palantir elucidated that Foundry is the operating system that \"fuels your data platform.\" Therefore, companies that deploy Foundry build their data platform on top of it. These data platforms include solutions by Snowflake (SNOW), BigQuery (GOOGL) (GOOG), AWS Redshift (AMZN), etc. PLTR accentuated (edited):Palantir Foundry is sometimes incorrectly thought of as a data platform solution. For organizations that are earlier in the digital journey, Foundry can serve this purpose. Foundry's focus, however, extends beyond those capabilities toward its ultimate aim: enhancing the operational decisions that constitute an enterprise. While data platforms do important work in centralizing and managing data in a single place, Foundry is designed to connect analytics to operations - continuously and dynamically in a complex world. As a result, it is best thought of as an operating system that coordinates the interplay of data, models, and decisions in an enterprise. - PalantirTherefore, Palantir doesn't consider these data platforms their key competitive threats. Instead, these platforms are critical partners as organizations require more complex AI analytics as they transition more workloads to the cloud. Consequently, Palantir should be regarded by investors as one of the key beneficiaries of the increasing digitization and cloud transition.But, Investors Continue To Focus On Palantir's ProfitabilityPalantir revenue segment YoY change % (Company filings)The increasingly challenging macro environment has caused significant compression in the SaaS space over the past 6 months, given their embedded growth premium. Furthermore, investors were also concerned with the marked deceleration in Palantir's government segment growth. Despite the uptick in its commercial growth, investors were concerned about the durability of its growth cadence, coupled with the increasing contribution from its SPACs investments. The market didn't like the slowdown in government revenue, even though commercial has picked up the pace.Palantir GAAP EPS consensus estimates (S&P Capital IQ)Palantir revenue and Adj. EBIT consensus estimates (S&P Capital IQ)Moreover, Palantir's not expected to report GAAP net income profitability over the next two years. However, we should expect a line of sight visibility toward GAAP profitability on operating terms. Therefore, investors should continue to monitor its operating leverage gains closely.Furthermore, PLTR's adjusted EBIT margins had been revised downwards after its FQ4 card to reflect more significant investments in FY22. As a result, the sell-down post FQ4 was justified, given Palantir's negative profitability. But, we should also expect to observe an inflection point in its operating profit growth from Q2'22 and see improving margins moving forward.Therefore, Palantir's Q1 earnings need to be carefully monitored to ensure Palantir is on track. But, given the low expectations in its consensus estimates, we think Palantir has a much easier bar to clear than in FQ4.Is PLTR Stock A Buy, Sell, Or Hold?PLTR stock NTM normalized P/E and NTM FCF yield % (TIKR)PLTR stock price chart (TradingView)PLTR stock last traded at an NTM normalized P/E of 55x and an NTM FCF yield of 1.86%. Therefore, its valuation is hardly cheap despite being FCF profitable. Moreover, even though it has been digested, there's still a substantial growth premium in its valuation. Hence, we believe it remains a speculative play despite its competitive moat.Nonetheless, as seen in its long-term price chart above, we expect a potential re-test at its IPO bottom. There have also been several instances of significant bull traps, which drew in dip buyers before the sellers unleashed their avalanche of sell orders.Therefore, we expect the next significant battle between the bulls and bears to potentially occur at its IPO bottom. Despite that, we think its valuation and price action favor a more reasonable risk/reward upside than previously.However, investors should allocate appropriately for a speculative position and spread their purchases.Therefore, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0},"content":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐","text":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐","html":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084688200,"gmtCreate":1650855882012,"gmtModify":1676534804398,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read. Thank you!","listText":"Good read. Thank you!","text":"Good read. Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084688200","repostId":"2229419405","repostType":2,"repost":{"id":"2229419405","pubTimestamp":1650853161,"share":"https://www.laohu8.com/m/news/2229419405?lang=&edition=full","pubTime":"2022-04-25 10:19","market":"us","language":"en","title":"Palantir: The Recovery Will Be Swift","url":"https://stock-news.laohu8.com/highlight/detail?id=2229419405","media":"seekingalpha","summary":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/6e55afba46da91024e894cba7d803410\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Michael Vi/iStock Editorial via Getty Images</p><p></p><p>At <a href=\"https://laohu8.com/S/AONE.U\">one</a> point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.</p><p>Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can&#39;t argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/6eda4c8def524442f50bfb3d898f777d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p></p><p>While Palantir has been one of the biggest holes in my portfolio this year, I remain <b>strongly bullish</b> on this stock and am invested for the long term. It&#39;s difficult to regard Palantir&#39;s venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.</p><p>There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It&#39;s all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don&#39;t in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:</p><p></p><p><img src=\"https://static.tigerbbs.com/141948bb2e1e997bb4c74ba8f9b93eeb\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir TAM (Palantir Q4 investor deck)</p><p></p><p>Here&#39;s a rundown of the key pieces of the bullish thesis for Palantir:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow. </b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.</p><h2>Growth has sustained, thanks to commercial progress</h2><p>Palantir&#39;s original claim to fame, and the reason it attained its &#34;hush hush&#34; reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion&#39;s share of Palantir&#39;s business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.</p><p>First, on overall growth: in Q4, Palantir&#39;s most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street&#39;s expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:</p><p></p><p><img src=\"https://static.tigerbbs.com/e512ff66f56152913be908f4d06cd3d2\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Q4 results (Palantir Q4 earnings release)</p><p></p><p>Helping to index the company&#39;s growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.</p><p>In Q4, US commercial revenue growth <b>accelerated for the third straight quarter to 132% y/y growth</b>. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.</p><p>U.S. enterprise revenue now also comprises 13% of total revenue:</p><p></p><p><img src=\"https://static.tigerbbs.com/abedba5c2813c73ae0c0d3644ca4cd7f\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir US commercial revenue progression (Palantir Q4 investor presentation)</p><p></p><p>Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a <b>very lean sales headcount, </b>having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.</p><p></p><p><img src=\"https://static.tigerbbs.com/78ba646d08cb95ab32745b0088aa1b4c\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir sales headcount expansion (Palantir Q4 investor presentation)</p><p></p><p>Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp&#39;s remarks on the most recent earnings call:</p><blockquote>We&#39;re in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.</blockquote><blockquote>But we&#39;re hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we&#39;re getting from the product itself. And we&#39;re at the beginning of that. And so it is the part to people we&#39;ve fully indoctrinated or as normal people might say, trained, are effective, but we&#39;ve never done this before. There will be -- that&#39;s a process, we&#39;re also looking at ways to learn from other companies, but that&#39;s going to happen over the next couple of years.&#34;</blockquote><h2>Profitability has made huge leaps</h2><p>In spite of Palantir&#39;s clear focus on growth, though, we can look across the entire spate of Palantir&#39;s profitability metrics and see marked improvement. Earlier on in the company&#39;s public debut, investors questioned Palantir&#39;s large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we&#39;re not so sure that argument is valid.</p><p>First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up <b>thirty-five points </b>from -49% in the year-ago quarter:</p><p></p><p><img src=\"https://static.tigerbbs.com/0bd4d857bb5a7558834c288c2f12e8fc\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir margin trends (Palantir Q4 investor presentation)</p><p></p><p>Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:</p><p></p><p><img src=\"https://static.tigerbbs.com/58292146895f5be6ca2692c1d3d3c230\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir adjusted EBITDA (Palantir Q4 earnings release)</p><p></p><p>And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.</p><p></p><p><img src=\"https://static.tigerbbs.com/acb7db7408229ac728bf88693bdf5b41\" tg-width=\"640\" tg-height=\"144\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir FCF (Palantir Q4 earnings release)</p><p></p><p>The chart below also showcases that, relative to many SaaS peers, Palantir&#39;s balance of growth plus FCF margin outranks most competitors:</p><p></p><p><img src=\"https://static.tigerbbs.com/432fed690595b676258a807bc0427934\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir growth + FCF (Palantir Q4 investor presentation)</p><p></p><p>With this year&#39;s market landscape so focused on safety and profitability, Palantir&#39;s huge improvements on profitability have given investors <b>exactly </b>the remedy to one of their biggest concerns - and yet, the stock has still slid.</p><h2>Valuation and key takeaways</h2><p>At current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company&#39;s most recent balance sheet, its <b>enterprise value goes to $22.64 billion</b>.</p><p>Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to &#34;at least&#34; 30% growth through FY25, it&#39;s highly likely that Palantir&#39;s actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at <b>11.3x EV/FY22 revenue </b>- still not cheap by any measure, but less than half of Palantir&#39;s peak multiples in the mid-20s.</p><p>I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Recovery Will Be Swift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Recovery Will Be Swift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503192-palantir-recovery-swift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503192-palantir-recovery-swift\">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.","BK4543":"AI","BK4547":"WSB热门概念","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4503192-palantir-recovery-swift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229419405","content_text":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can't argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.Data by YChartsWhile Palantir has been one of the biggest holes in my portfolio this year, I remain strongly bullish on this stock and am invested for the long term. It's difficult to regard Palantir's venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It's all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don't in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:Palantir TAM (Palantir Q4 investor deck)Here's a rundown of the key pieces of the bullish thesis for Palantir:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.Growth has sustained, thanks to commercial progressPalantir's original claim to fame, and the reason it attained its \"hush hush\" reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion's share of Palantir's business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.First, on overall growth: in Q4, Palantir's most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street's expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:Palantir Q4 results (Palantir Q4 earnings release)Helping to index the company's growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.In Q4, US commercial revenue growth accelerated for the third straight quarter to 132% y/y growth. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.U.S. enterprise revenue now also comprises 13% of total revenue:Palantir US commercial revenue progression (Palantir Q4 investor presentation)Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a very lean sales headcount, having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.Palantir sales headcount expansion (Palantir Q4 investor presentation)Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp's remarks on the most recent earnings call:We're in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.But we're hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we're getting from the product itself. And we're at the beginning of that. And so it is the part to people we've fully indoctrinated or as normal people might say, trained, are effective, but we've never done this before. There will be -- that's a process, we're also looking at ways to learn from other companies, but that's going to happen over the next couple of years.\"Profitability has made huge leapsIn spite of Palantir's clear focus on growth, though, we can look across the entire spate of Palantir's profitability metrics and see marked improvement. Earlier on in the company's public debut, investors questioned Palantir's large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we're not so sure that argument is valid.First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up thirty-five points from -49% in the year-ago quarter:Palantir margin trends (Palantir Q4 investor presentation)Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:Palantir adjusted EBITDA (Palantir Q4 earnings release)And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.Palantir FCF (Palantir Q4 earnings release)The chart below also showcases that, relative to many SaaS peers, Palantir's balance of growth plus FCF margin outranks most competitors:Palantir growth + FCF (Palantir Q4 investor presentation)With this year's market landscape so focused on safety and profitability, Palantir's huge improvements on profitability have given investors exactly the remedy to one of their biggest concerns - and yet, the stock has still slid.Valuation and key takeawaysAt current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company's most recent balance sheet, its enterprise value goes to $22.64 billion.Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to \"at least\" 30% growth through FY25, it's highly likely that Palantir's actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at 11.3x EV/FY22 revenue - still not cheap by any measure, but less than half of Palantir's peak multiples in the mid-20s.I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084699402,"gmtCreate":1650852620488,"gmtModify":1676534803569,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"True. Definitely buy territory.&nbsp;","listText":"True. Definitely buy territory.&nbsp;","text":"True. Definitely buy territory.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084699402","repostId":"1178991854","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080120184,"gmtCreate":1649858901270,"gmtModify":1676534591722,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Still goeing down tho... Buying the dip&nbsp;now? What do u think?","listText":"Still goeing down tho... Buying the dip&nbsp;now? What do u think?","text":"Still goeing down tho... Buying the dip now? What do u think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080120184","repostId":"1177155564","repostType":2,"repost":{"id":"1177155564","pubTimestamp":1649776795,"share":"https://www.laohu8.com/m/news/1177155564?lang=&edition=full","pubTime":"2022-04-12 23:19","market":"us","language":"en","title":"What's Going On With Lucid Group Shares Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177155564","media":"Benzinga","summary":"Lucid Group Inc shares are trading higher Tuesday after the company unveiled its new Lucid Air Grand","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> shares are trading higher Tuesday after the company unveiled its new Lucid Air Grand Touring Performance model and announced that deliveries of the Lucid Air Grand Touring have commenced.</p><p>The new Lucid Air Grand Touring Performance offers 1,050 horsepower and accelerates from 0-60 mph in 2.6 seconds.</p><p>Lucid said Air Grand Touring customer deliveries are already in progress and the company expects to begin delivering the Performance model in June.</p><p>Lucid offers the longest-range, fastest-charging electric car on the market. The company&#39;s mission is to inspire the adoption of sustainable energy by creating advanced technologies and the most captivating luxury electric vehicles centered around the human experience.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's Going On With Lucid Group Shares Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's Going On With Lucid Group Shares Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/04/26591586/whats-going-on-with-lucid-group-shares-today><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid Group Inc shares are trading higher Tuesday after the company unveiled its new Lucid Air Grand Touring Performance model and announced that deliveries of the Lucid Air Grand Touring have ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/04/26591586/whats-going-on-with-lucid-group-shares-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://www.benzinga.com/news/22/04/26591586/whats-going-on-with-lucid-group-shares-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177155564","content_text":"Lucid Group Inc shares are trading higher Tuesday after the company unveiled its new Lucid Air Grand Touring Performance model and announced that deliveries of the Lucid Air Grand Touring have commenced.The new Lucid Air Grand Touring Performance offers 1,050 horsepower and accelerates from 0-60 mph in 2.6 seconds.Lucid said Air Grand Touring customer deliveries are already in progress and the company expects to begin delivering the Performance model in June.Lucid offers the longest-range, fastest-charging electric car on the market. The company's mission is to inspire the adoption of sustainable energy by creating advanced technologies and the most captivating luxury electric vehicles centered around the human experience.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015367761,"gmtCreate":1649428868854,"gmtModify":1676534510822,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read. Thanks for pulling this together.&nbsp;","listText":"Good read. Thanks for pulling this together.&nbsp;","text":"Good read. Thanks for pulling this together.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015367761","repostId":"2225529120","repostType":2,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011688955,"gmtCreate":1648861549865,"gmtModify":1676534412414,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very good read. Thanks for the effort pullingthis together.&nbsp;","listText":"Very good read. Thanks for the effort pullingthis together.&nbsp;","text":"Very good read. Thanks for the effort pullingthis together.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011688955","repostId":"1187810620","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010198099,"gmtCreate":1648272507620,"gmtModify":1676534324700,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Very informative. Thanks for the efforts from all editors!!","listText":"Great article. Very informative. Thanks for the efforts from all editors!!","text":"Great article. Very informative. Thanks for the efforts from all editors!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010198099","repostId":"2222598883","repostType":2,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038975917,"gmtCreate":1646727866724,"gmtModify":1676534155639,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","listText":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","text":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038975917","repostId":"1183643552","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039650404,"gmtCreate":1646026486648,"gmtModify":1676534083580,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Think the though process is right however, just short term benefits they would gain.&nbsp;","listText":"Think the though process is right however, just short term benefits they would gain.&nbsp;","text":"Think the though process is right however, just short term benefits they would gain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039650404","repostId":"1136113195","repostType":4,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030127819,"gmtCreate":1645665617275,"gmtModify":1676534050991,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, there are lovers and there are haters. And then there are the ones who profit from either.&nbsp;","listText":"Well, there are lovers and there are haters. And then there are the ones who profit from either.&nbsp;","text":"Well, there are lovers and there are haters. And then there are the ones who profit from either.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030127819","repostId":"1160406885","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094723122,"gmtCreate":1645239227993,"gmtModify":1676534012289,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sell, cash out, next","listText":"Sell, cash out, next","text":"Sell, cash out, next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094723122","repostId":"1197876155","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094551756,"gmtCreate":1645192224858,"gmtModify":1676534007385,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought&nbsp;🤣","listText":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought&nbsp;🤣","text":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094551756","repostId":"1194989459","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094509128,"gmtCreate":1645166712764,"gmtModify":1676534005303,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice read! Thanks!","listText":"Nice read! Thanks!","text":"Nice read! Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094509128","repostId":"1195946210","repostType":2,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094146325,"gmtCreate":1645096823131,"gmtModify":1676533996428,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Crazy.&nbsp;","listText":"Crazy.&nbsp;","text":"Crazy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094146325","repostId":"1198371121","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094149517,"gmtCreate":1645096280546,"gmtModify":1676533996352,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094149517","repostId":"1198371121","repostType":2,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094005733,"gmtCreate":1645014986014,"gmtModify":1676533986248,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"crazy 😲","listText":"crazy 😲","text":"crazy 😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094005733","repostId":"2211650168","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095720147,"gmtCreate":1644998919696,"gmtModify":1676533984939,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Thanks.&nbsp;","listText":"Great article. Thanks.&nbsp;","text":"Great article. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095720147","repostId":"1151050587","repostType":4,"repost":{"id":"1151050587","pubTimestamp":1644997785,"share":"https://www.laohu8.com/m/news/1151050587?lang=&edition=full","pubTime":"2022-02-16 15:49","market":"us","language":"en","title":"Microsoft Is on a Buying Binge. Here's What It Could Buy Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1151050587","media":"CNN Business","summary":"New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planne","content":"<html><head></head><body><p>New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.</p><p>The company&#39;s planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is Microsoft&#39;s biggest and boldest acquisition. But it&#39;s hardly the only notable deal in the Nadella era.</p><p>Microsoft (MSFT) scooped up advertising tech business Xandr from CNN owner AT&amp;T (T) late last year for a reported $1 billion. The company also shelled out nearly $20 billion for cloud software firm Nuance earlier in 2021.</p><p>That&#39;s on top of numerous other billion dollar deals Microsoft has made since Nadella took the helm in 2014, including the acquisitions of Minecraft developer Mojang, Bethesda games studio owner ZeniMax Media, open source coding site GitHub and business social media network LinkedIn. The LinkedIn deal was previously Microsoft&#39;s largest, with a value of $26.2 billion.</p><p>Now there are reports Microsoft is looking to buy <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>, the cybersecurity software firm formerly known as FireEye that is currently valued at about $4.5 billion.</p><p>Mandiant CEO Kevin Mandia said on the company&#39;s earnings conference call with analysts last week that it won&#39;t comment on rumors or speculation. Microsoft had no comment either.</p><p>It should come as no surprise that Microsoft might be looking to use some of the massive amount of cash it has on its balance sheet to close some deals. Microsoft has about $130 billion, and would still have around $60 billion left over after the Activision deal closes...assuming it is approved by regulators.</p><p>The cybersecurity business is a major area of focus for Nadella. Last year, Microsoft bought several security startups, including CloudKnox Security, RiskIQ and CyberX.</p><p>Security is a lucrative business for Microsoft since it generates a large chunk of recurring annual subscription revenue. It also helps Microsoft attract more corporate customers for its other numerous, cloud-based subscription software offerings.</p><p>So even if a Mandiant deal doesn&#39;t happen, Microsoft will likely set its sights elsewhere in the same space.</p><p>&#34;Cybercrime is the number <a href=\"https://laohu8.com/S/AONE.U\">one</a> threat facing every business today,&#34; Nadella said during Microsoft&#39;s most recent earnings call with analysts last month. He added that cybersecurity revenue for Microsoft topped $15 billion over the past 12 months, a 45% jump from the previous year.</p><p>Microsoft chief financial officer Amy Hood also noted on a conference call with analysts following the Activision deal announcement that the company is looking for more deals in high-growth markets where Microsoft can &#34;uniquely add value to the users or the community.&#34;</p><p>She didn&#39;t name any industries that the company might be targeting.</p><p>Microsoft isn&#39;t the only tech company on the hunt for deals. With interest rates likely headed higher over the next few months, other cash-rich tech firms may be propelled into action.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> others already have. Intel (INTC) announced Tuesday that it was buying <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM) for $5.4 billion in cash. <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM) said Tuesday it was purchasing Neudesic, a cloud services consulting firm. Terms were not disclosed.</p><p>And there are reports that Cisco Systems (CSCO) has made a $20 billion offer for Big Data firm Splunk (SPLK).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Is on a Buying Binge. Here's What It Could Buy Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Is on a Buying Binge. Here's What It Could Buy Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is ...</p>\n\n<a href=\"https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151050587","content_text":"New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is Microsoft's biggest and boldest acquisition. But it's hardly the only notable deal in the Nadella era.Microsoft (MSFT) scooped up advertising tech business Xandr from CNN owner AT&T (T) late last year for a reported $1 billion. The company also shelled out nearly $20 billion for cloud software firm Nuance earlier in 2021.That's on top of numerous other billion dollar deals Microsoft has made since Nadella took the helm in 2014, including the acquisitions of Minecraft developer Mojang, Bethesda games studio owner ZeniMax Media, open source coding site GitHub and business social media network LinkedIn. The LinkedIn deal was previously Microsoft's largest, with a value of $26.2 billion.Now there are reports Microsoft is looking to buy Mandiant, the cybersecurity software firm formerly known as FireEye that is currently valued at about $4.5 billion.Mandiant CEO Kevin Mandia said on the company's earnings conference call with analysts last week that it won't comment on rumors or speculation. Microsoft had no comment either.It should come as no surprise that Microsoft might be looking to use some of the massive amount of cash it has on its balance sheet to close some deals. Microsoft has about $130 billion, and would still have around $60 billion left over after the Activision deal closes...assuming it is approved by regulators.The cybersecurity business is a major area of focus for Nadella. Last year, Microsoft bought several security startups, including CloudKnox Security, RiskIQ and CyberX.Security is a lucrative business for Microsoft since it generates a large chunk of recurring annual subscription revenue. It also helps Microsoft attract more corporate customers for its other numerous, cloud-based subscription software offerings.So even if a Mandiant deal doesn't happen, Microsoft will likely set its sights elsewhere in the same space.\"Cybercrime is the number one threat facing every business today,\" Nadella said during Microsoft's most recent earnings call with analysts last month. He added that cybersecurity revenue for Microsoft topped $15 billion over the past 12 months, a 45% jump from the previous year.Microsoft chief financial officer Amy Hood also noted on a conference call with analysts following the Activision deal announcement that the company is looking for more deals in high-growth markets where Microsoft can \"uniquely add value to the users or the community.\"She didn't name any industries that the company might be targeting.Microsoft isn't the only tech company on the hunt for deals. With interest rates likely headed higher over the next few months, other cash-rich tech firms may be propelled into action.Two others already have. Intel (INTC) announced Tuesday that it was buying Tower Semiconductor (TSEM) for $5.4 billion in cash. IBM (IBM) said Tuesday it was purchasing Neudesic, a cloud services consulting firm. Terms were not disclosed.And there are reports that Cisco Systems (CSCO) has made a $20 billion offer for Big Data firm Splunk (SPLK).","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095685773,"gmtCreate":1644897010538,"gmtModify":1676533973646,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Thanks!","listText":"Great article. Thanks!","text":"Great article. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095685773","repostId":"2211148506","repostType":2,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095192625,"gmtCreate":1644847548890,"gmtModify":1676533967303,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice article. Thanks!","listText":"Nice article. Thanks!","text":"Nice article. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095192625","repostId":"2211652081","repostType":2,"repost":{"id":"2211652081","pubTimestamp":1644847200,"share":"https://www.laohu8.com/m/news/2211652081?lang=&edition=full","pubTime":"2022-02-14 22:00","market":"us","language":"en","title":"4 Reasons Not to Worry About a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2211652081","media":"Motley Fool","summary":"Market crashes happen. You can't prevent them, but you can put yourself in a position to emerge stronger once they pass.","content":"<html><head></head><body><p>The stock market will crash again. It&#39;s not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the next major drop. How? Well, the Federal Reserve&#39;s expedited meeting scheduled for Monday might lead to faster and more aggressive tapering than the market already expects. That could cause a shift out of riskier assets like stocks, leading to a market correction.</p><p>Whether or not that particular scenario comes into play, the reality is that stocks can go down as well as up. If you recognize that and plan for it appropriately, you can make it through a mere market crash -- and emerge on the other side in a great spot to ride any subsequent recovery.</p><p>With that in mind, here are four reasons not to worry about a stock-market crash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1237784dd4415f4c114f5922023f8e01\" tg-width=\"700\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. You don&#39;t need to sell your stocks today</h2><p>As a general rule, you should not have money invested in stocks that you expect you&#39;ll need to spend within the next five years. If you have followed that guideline, it becomes much easier to stomach a market crash. It&#39;s still not fun, but you can make it through.</p><p>After all, if you don&#39;t need the money immediately, then you don&#39;t have to sell shares when they&#39;re low just to cover your bills. That gives you the chance to not only hold on through a crash, but also to potentially add more to strong companies while they&#39;re near their cheapest. The ability to buy low -- instead of selling low -- allows you to end up in a better spot once the crash passes.</p><h2>2. You have emergency money stocked away, just in case</h2><p>One of the bigger risks most people face when the market crashes isn&#39;t the crash itself, but rather the fact that a down market is often linked to job losses. Even if you fully intend to hold on to your stocks through a crash, if you find yourself without a paycheck and with no cash buffer, you could wind up needing to sell due to that job loss.</p><p>A three- to six-month emergency fund buys you time to both look for another job and figure out ways to cut costs before you feel forced to sell your shares. It&#39;s a buffer that can come in incredibly handy in a tough environment. It&#39;s also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those things that you hope you&#39;ll never have to use -- but if you do, you&#39;ll be incredibly glad it&#39;s there when you need it.</p><h2>3. You own strong companies that still pay their dividends</h2><p>The beauty of a stock&#39;s dividend is that it tends to get paid based on the underlying company&#39;s ability to generate cash, rather than on the stock market&#39;s short-term mood. When companies continue to pay their dividends in a down market, that helps investors in a number of ways.</p><p>First, the cash itself can be used to buy more shares while they&#39;re down -- either of the company that paid the dividend, or of a different one that looks like a compelling value at a low price. That cash becomes available without you having to sell stock or somehow scaring up money from another source, which can be comforting if you&#39;re a bit nervous about the future.</p><p>Second, the fact that companies continue to make their payments from available cash flows can provide a calming effect for investors, even as the market appears to panic around them. After all, there&#39;s nothing quite like cold, hard cash to remind people that there&#39;s a business behind each stock. If a dividend is still supported and getting paid, it means there&#39;s still a successful company there, no matter what the stock price might say at the moment.</p><h2>4. You have a value investor&#39;s mindset</h2><p>Ultimately, a share of stock is an ownership stake in a business. If that business is currently profitable and expected to remain that way, each share is certainly worth <i>something</i>. Value investors recognize that a company&#39;s intrinsic worth is based on its ability to generate cash over time, and not simply on what the market thinks its shares should be priced at today.</p><p>As a result, a market crash can make great companies&#39; shares available at a price below what those value investors believe they&#39;re really worth. That sort of pricing turns value investors into aggressive buyers during a crash, and it&#39;s a key part of the strategy that helped Warren Buffett earn and expand his fortune.</p><p>Especially when combined with the first three reasons not to worry about a stock-market crash, this fourth reason can actually give you an opportunity to profit from one. After all, if you&#39;ve got the cash to ride out the decline <i>and</i> the wherewithal to buy near the lows, you have the opportunity to make some serious coin in any subsequent recovery.</p><h2>Are you ready for the next crash?</h2><p>While these four factors can help you make it through a market crash with much less worry, they all work much better if you have them in place before you need them. So start getting your plan in place today. That way, you&#39;ll be in a much better place the next time the market crashes.</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>4 Reasons Not to Worry About a Stock Market Crash</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\">\n4 Reasons Not to Worry About a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market will crash again. It's not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211652081","content_text":"The stock market will crash again. It's not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the next major drop. How? Well, the Federal Reserve's expedited meeting scheduled for Monday might lead to faster and more aggressive tapering than the market already expects. That could cause a shift out of riskier assets like stocks, leading to a market correction.Whether or not that particular scenario comes into play, the reality is that stocks can go down as well as up. If you recognize that and plan for it appropriately, you can make it through a mere market crash -- and emerge on the other side in a great spot to ride any subsequent recovery.With that in mind, here are four reasons not to worry about a stock-market crash.Image source: Getty Images.1. You don't need to sell your stocks todayAs a general rule, you should not have money invested in stocks that you expect you'll need to spend within the next five years. If you have followed that guideline, it becomes much easier to stomach a market crash. It's still not fun, but you can make it through.After all, if you don't need the money immediately, then you don't have to sell shares when they're low just to cover your bills. That gives you the chance to not only hold on through a crash, but also to potentially add more to strong companies while they're near their cheapest. The ability to buy low -- instead of selling low -- allows you to end up in a better spot once the crash passes.2. You have emergency money stocked away, just in caseOne of the bigger risks most people face when the market crashes isn't the crash itself, but rather the fact that a down market is often linked to job losses. Even if you fully intend to hold on to your stocks through a crash, if you find yourself without a paycheck and with no cash buffer, you could wind up needing to sell due to that job loss.A three- to six-month emergency fund buys you time to both look for another job and figure out ways to cut costs before you feel forced to sell your shares. It's a buffer that can come in incredibly handy in a tough environment. It's also one of those things that you hope you'll never have to use -- but if you do, you'll be incredibly glad it's there when you need it.3. You own strong companies that still pay their dividendsThe beauty of a stock's dividend is that it tends to get paid based on the underlying company's ability to generate cash, rather than on the stock market's short-term mood. When companies continue to pay their dividends in a down market, that helps investors in a number of ways.First, the cash itself can be used to buy more shares while they're down -- either of the company that paid the dividend, or of a different one that looks like a compelling value at a low price. That cash becomes available without you having to sell stock or somehow scaring up money from another source, which can be comforting if you're a bit nervous about the future.Second, the fact that companies continue to make their payments from available cash flows can provide a calming effect for investors, even as the market appears to panic around them. After all, there's nothing quite like cold, hard cash to remind people that there's a business behind each stock. If a dividend is still supported and getting paid, it means there's still a successful company there, no matter what the stock price might say at the moment.4. You have a value investor's mindsetUltimately, a share of stock is an ownership stake in a business. If that business is currently profitable and expected to remain that way, each share is certainly worth something. Value investors recognize that a company's intrinsic worth is based on its ability to generate cash over time, and not simply on what the market thinks its shares should be priced at today.As a result, a market crash can make great companies' shares available at a price below what those value investors believe they're really worth. That sort of pricing turns value investors into aggressive buyers during a crash, and it's a key part of the strategy that helped Warren Buffett earn and expand his fortune.Especially when combined with the first three reasons not to worry about a stock-market crash, this fourth reason can actually give you an opportunity to profit from one. After all, if you've got the cash to ride out the decline and the wherewithal to buy near the lows, you have the opportunity to make some serious coin in any subsequent recovery.Are you ready for the next crash?While these four factors can help you make it through a market crash with much less worry, they all work much better if you have them in place before you need them. So start getting your plan in place today. That way, you'll be in a much better place the next time the market crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9063538299,"gmtCreate":1651489617163,"gmtModify":1676534915162,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the good read. Well summarized.&nbsp;","listText":"Thanks for the good read. Well summarized.&nbsp;","text":"Thanks for the good read. Well summarized.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063538299","repostId":"2232273738","repostType":4,"repost":{"id":"2232273738","pubTimestamp":1651460971,"share":"https://www.laohu8.com/m/news/2232273738?lang=&edition=full","pubTime":"2022-05-02 11:09","market":"us","language":"en","title":"Palantir Stock: Almost Crashing To Its IPO Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2232273738","media":"seekingalpha","summary":"SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card gi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.</li><li>We believe the Russia-Ukraine conflict has renewed impetus and interest in Palantir&#39;s platform. But, its platform has not been well understood by some investors.</li><li>We discuss the key aspects to watch as Palantir heads into its Q1 card.</li><li>We reiterate our Buy rating on PLTR stock as a speculative position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828d19ca77b524a90273782e7cc6260d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) is heading into its keenly watched FQ1&#39;22 earnings card on May 9, even as its stock last traded near its February lows.</p><p>The initial momentum surge from the start of the Russia-Ukraine conflict has almost been fully digested. As a result, we believe that investors&#39; focus has returned to the Fed&#39;s accelerated / front-loading rate hike path. Given Palantir&#39;s deeply unprofitable business model, investors should expect such volatility.</p><p>Nonetheless, we noticed that Palantir stock price targets ((PTs)) had been raised as Street analysts have become more confident in its long-term opportunities. As the conflict in Ukraine continues to drag on longer, western governments could be spurred into dedicating higher defense spending over the long term. Therefore, Palantir could be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the prime beneficiaries, given its success with the US Department of Defense.</p><p>Furthermore, Palantir COO Shyam Sankar also highlighted that its platform had been utilized for humanitarian efforts in the refugee crisis in Ukraine. Therefore, we believe that the European governments and enterprises have been given highly valuable first-hand insights into Palantir&#39;s platform and potential use cases.</p><p>In addition, our price action analysis also suggested that PLTR stock could touch and re-test its &#34;ultimate bottom&#34; of its 2020 IPO lows. While still early, we believe that could be the impetus for the stock to re-rate and for momentum to return for a much-needed rebound.</p><p>As such, we reiterate our Buy rating on PLTR stock. However, we reiterate that it&#39;s only appropriate for a speculative position given its negative profitability.</p><p><b>Palantir Is More Than Your Data Platform</b></p><p>Palantir&#39;s platform has not been well understood by some investors. Moreover, the company has also been pretty reticent in articulating the intricacies of its platform previously, given its focus on government and large enterprise customers.</p><p>However, Palantir has since revised its commercial strategy to expand its focus to smaller enterprise customers. As a result, it has modularized its Foundry platform to spur more rapid and more straightforward adoption by its corporate customers. Moreover, it has also introduced usage-based pricing to reduce the friction in adoption, helping its new customers in their adoption journey tremendously.</p><p>Notably, the company has also been more active in &#34;educating&#34; the corporate community on the critical differentiation of its platform. Palantir elucidated that Foundry is the operating system that &#34;fuels your data platform.&#34; Therefore, companies that deploy Foundry build their data platform on top of it. These data platforms include solutions by <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), BigQuery (GOOGL) (GOOG), AWS Redshift (AMZN), etc. PLTR accentuated (edited):</p><blockquote>Palantir Foundry is sometimes incorrectly thought of as a data platform solution. For organizations that are earlier in the digital journey, Foundry can serve this purpose. Foundry&#39;s focus, however, extends beyond those capabilities toward its ultimate aim: enhancing the operational decisions that constitute an enterprise. While data platforms do important work in centralizing and managing data in a single place, Foundry is designed to connect analytics to operations - continuously and dynamically in a complex world. As a result, it is best thought of as an operating system that coordinates the interplay of data, models, and decisions in an enterprise. - Palantir</blockquote><p>Therefore, Palantir doesn&#39;t consider these data platforms their key competitive threats. Instead, these platforms are critical partners as organizations require more complex AI analytics as they transition more workloads to the cloud. Consequently, Palantir should be regarded by investors as one of the key beneficiaries of the increasing digitization and cloud transition.</p><p><b>But, Investors Continue To Focus On Palantir&#39;s Profitability</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0a285681d0eb3e366e9057b44a1d86\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Palantir revenue segment YoY change % (Company filings)</span></p><p>The increasingly challenging macro environment has caused significant compression in the SaaS space over the past 6 months, given their embedded growth premium. Furthermore, investors were also concerned with the marked deceleration in Palantir&#39;s government segment growth. Despite the uptick in its commercial growth, investors were concerned about the durability of its growth cadence, coupled with the increasing contribution from its SPACs investments. The market didn&#39;t like the slowdown in government revenue, even though commercial has picked up the pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb255aad3b15efc65a874513d0c25f04\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Palantir GAAP EPS consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff39b9e5c01a37f400414ac5bd05a030\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Palantir revenue and Adj. EBIT consensus estimates (S&amp;P Capital IQ)</span></p><p>Moreover, Palantir&#39;s not expected to report GAAP net income profitability over the next two years. However, we should expect a line of sight visibility toward GAAP profitability on operating terms. Therefore, investors should continue to monitor its operating leverage gains closely.</p><p>Furthermore, PLTR&#39;s adjusted EBIT margins had been revised downwards after its FQ4 card to reflect more significant investments in FY22. As a result, the sell-down post FQ4 was justified, given Palantir&#39;s negative profitability. But, we should also expect to observe an inflection point in its operating profit growth from Q2&#39;22 and see improving margins moving forward.</p><p>Therefore, Palantir&#39;s Q1 earnings need to be carefully monitored to ensure Palantir is on track. But, given the low expectations in its consensus estimates, we think Palantir has a much easier bar to clear than in FQ4.</p><p><b>Is PLTR Stock A Buy, Sell, Or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/578bbc62a5db509898b6387e17c369d4\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>PLTR stock NTM normalized P/E and NTM FCF yield % (TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bedb1341d91ffa3c296a8395c8fe415\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>PLTR stock price chart (TradingView)</span></p><p>PLTR stock last traded at an NTM normalized P/E of 55x and an NTM FCF yield of 1.86%. Therefore, its valuation is hardly cheap despite being FCF profitable. Moreover, even though it has been digested, there&#39;s still a substantial growth premium in its valuation. Hence, we believe it remains a speculative play despite its competitive moat.</p><p>Nonetheless, as seen in its long-term price chart above, we expect a potential re-test at its IPO bottom. There have also been several instances of significant bull traps, which drew in dip buyers before the sellers unleashed their avalanche of sell orders.</p><p>Therefore, we expect the next significant battle between the bulls and bears to potentially occur at its IPO bottom. Despite that, we think its valuation and price action favor a more reasonable risk/reward upside than previously.</p><p>However, investors should allocate appropriately for a speculative position and spread their purchases.</p><p>Therefore, <i>we reiterate our Buy rating on PLTR stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Almost Crashing To Its IPO Lows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Almost Crashing To Its IPO Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.We believe the Russia-Ukraine ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy\">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/4505639-palantir-stock-almost-crashing-ipo-lows-speculative-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232273738","content_text":"SummaryPalantir is scheduled to report its Q1 card on May 9. It will be a highly anticipated card given the substantial decline in its stock over the past six months.We believe the Russia-Ukraine conflict has renewed impetus and interest in Palantir's platform. But, its platform has not been well understood by some investors.We discuss the key aspects to watch as Palantir heads into its Q1 card.We reiterate our Buy rating on PLTR stock as a speculative position.Michael Vi/iStock Editorial via Getty ImagesInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) is heading into its keenly watched FQ1'22 earnings card on May 9, even as its stock last traded near its February lows.The initial momentum surge from the start of the Russia-Ukraine conflict has almost been fully digested. As a result, we believe that investors' focus has returned to the Fed's accelerated / front-loading rate hike path. Given Palantir's deeply unprofitable business model, investors should expect such volatility.Nonetheless, we noticed that Palantir stock price targets ((PTs)) had been raised as Street analysts have become more confident in its long-term opportunities. As the conflict in Ukraine continues to drag on longer, western governments could be spurred into dedicating higher defense spending over the long term. Therefore, Palantir could be one of the prime beneficiaries, given its success with the US Department of Defense.Furthermore, Palantir COO Shyam Sankar also highlighted that its platform had been utilized for humanitarian efforts in the refugee crisis in Ukraine. Therefore, we believe that the European governments and enterprises have been given highly valuable first-hand insights into Palantir's platform and potential use cases.In addition, our price action analysis also suggested that PLTR stock could touch and re-test its \"ultimate bottom\" of its 2020 IPO lows. While still early, we believe that could be the impetus for the stock to re-rate and for momentum to return for a much-needed rebound.As such, we reiterate our Buy rating on PLTR stock. However, we reiterate that it's only appropriate for a speculative position given its negative profitability.Palantir Is More Than Your Data PlatformPalantir's platform has not been well understood by some investors. Moreover, the company has also been pretty reticent in articulating the intricacies of its platform previously, given its focus on government and large enterprise customers.However, Palantir has since revised its commercial strategy to expand its focus to smaller enterprise customers. As a result, it has modularized its Foundry platform to spur more rapid and more straightforward adoption by its corporate customers. Moreover, it has also introduced usage-based pricing to reduce the friction in adoption, helping its new customers in their adoption journey tremendously.Notably, the company has also been more active in \"educating\" the corporate community on the critical differentiation of its platform. Palantir elucidated that Foundry is the operating system that \"fuels your data platform.\" Therefore, companies that deploy Foundry build their data platform on top of it. These data platforms include solutions by Snowflake (SNOW), BigQuery (GOOGL) (GOOG), AWS Redshift (AMZN), etc. PLTR accentuated (edited):Palantir Foundry is sometimes incorrectly thought of as a data platform solution. For organizations that are earlier in the digital journey, Foundry can serve this purpose. Foundry's focus, however, extends beyond those capabilities toward its ultimate aim: enhancing the operational decisions that constitute an enterprise. While data platforms do important work in centralizing and managing data in a single place, Foundry is designed to connect analytics to operations - continuously and dynamically in a complex world. As a result, it is best thought of as an operating system that coordinates the interplay of data, models, and decisions in an enterprise. - PalantirTherefore, Palantir doesn't consider these data platforms their key competitive threats. Instead, these platforms are critical partners as organizations require more complex AI analytics as they transition more workloads to the cloud. Consequently, Palantir should be regarded by investors as one of the key beneficiaries of the increasing digitization and cloud transition.But, Investors Continue To Focus On Palantir's ProfitabilityPalantir revenue segment YoY change % (Company filings)The increasingly challenging macro environment has caused significant compression in the SaaS space over the past 6 months, given their embedded growth premium. Furthermore, investors were also concerned with the marked deceleration in Palantir's government segment growth. Despite the uptick in its commercial growth, investors were concerned about the durability of its growth cadence, coupled with the increasing contribution from its SPACs investments. The market didn't like the slowdown in government revenue, even though commercial has picked up the pace.Palantir GAAP EPS consensus estimates (S&P Capital IQ)Palantir revenue and Adj. EBIT consensus estimates (S&P Capital IQ)Moreover, Palantir's not expected to report GAAP net income profitability over the next two years. However, we should expect a line of sight visibility toward GAAP profitability on operating terms. Therefore, investors should continue to monitor its operating leverage gains closely.Furthermore, PLTR's adjusted EBIT margins had been revised downwards after its FQ4 card to reflect more significant investments in FY22. As a result, the sell-down post FQ4 was justified, given Palantir's negative profitability. But, we should also expect to observe an inflection point in its operating profit growth from Q2'22 and see improving margins moving forward.Therefore, Palantir's Q1 earnings need to be carefully monitored to ensure Palantir is on track. But, given the low expectations in its consensus estimates, we think Palantir has a much easier bar to clear than in FQ4.Is PLTR Stock A Buy, Sell, Or Hold?PLTR stock NTM normalized P/E and NTM FCF yield % (TIKR)PLTR stock price chart (TradingView)PLTR stock last traded at an NTM normalized P/E of 55x and an NTM FCF yield of 1.86%. Therefore, its valuation is hardly cheap despite being FCF profitable. Moreover, even though it has been digested, there's still a substantial growth premium in its valuation. Hence, we believe it remains a speculative play despite its competitive moat.Nonetheless, as seen in its long-term price chart above, we expect a potential re-test at its IPO bottom. There have also been several instances of significant bull traps, which drew in dip buyers before the sellers unleashed their avalanche of sell orders.Therefore, we expect the next significant battle between the bulls and bears to potentially occur at its IPO bottom. Despite that, we think its valuation and price action favor a more reasonable risk/reward upside than previously.However, investors should allocate appropriately for a speculative position and spread their purchases.Therefore, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0},"content":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐","text":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐","html":"Good read may not necessary mean good buy ! Pls excercise extreme caution as the economic and geopolitical condition have changed. 🧐"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015367761,"gmtCreate":1649428868854,"gmtModify":1676534510822,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read. Thanks for pulling this together.&nbsp;","listText":"Good read. Thanks for pulling this together.&nbsp;","text":"Good read. Thanks for pulling this together.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015367761","repostId":"2225529120","repostType":2,"repost":{"id":"2225529120","pubTimestamp":1649430186,"share":"https://www.laohu8.com/m/news/2225529120?lang=&edition=full","pubTime":"2022-04-08 23:03","market":"us","language":"en","title":"Is Apple Stock A Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225529120","media":"seekingalpha","summary":"Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunit","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a> is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should note that the company&#39;s already very large size will likely prevent Apple from growing at an overly high pace in the coming years. Buybacks will also be less impactful due to an above-average valuation, and total returns could therefore be significantly lower compared to what investors got used to over the last couple of years.</p><h2>AAPL Stock Key Metrics</h2><p>Apple has excellent fundamentals. This includes strong margins, which are the result of a brand that warrants premium prices for Apple&#39;s products. Strong margins naturally mean that the company earns large amounts of money for each product it sells, but margins are also of importance due to a couple of other factors. High margins mean that inflationary pressures do not hurt Apple too much, for example. If margins were to compress by 100 base points due to higher input costs, the hit to Apple&#39;s bottom line would be a pretty small 4%. A competitor with a weaker net profit margin of 10% would see profits take a 10% hit in the same margin compression scenario. In a way, Apple&#39;s strong margins thus reduce risks for shareholders, as the company is able to stomach inflation, recessions, etc. easier compared to peers that are less profitable.</p><p>Apple also has a strong balance sheet and generates excellent cash flows. Per the company&#39;s most recent 10-Q filing, Apple Inc. had $203 billion of cash and equivalents on its balance sheet at the end of the first quarter. This was partially offset by $123 billion of debt, for a net cash position of $80 billion. At the same time, Apple&#39;s free cash flow came in at a gigantic $102 billion over the last four quarters, with capital expenditures of $10 billion already being accounted for. Capital expenditures of $10 billion aren&#39;t high for a company the size of Apple, but that can be attributed to its asset-light business model. Without costly manufacturing equipment, production plants, etc., the company is able to turn most of its operating cash flows into free cash. This naturally benefits shareholders as Apple can finance immense shareholder returns via dividends and buybacks.</p><h2>Apple&#39;s Growth Potential In Different Markets</h2><p>Apple&#39;s biggest business today is its iPhone franchise. That is not a high-growth market, however. Many people around the world have smartphones already, and those that do not own a smartphone generally do not buy a (high-priced) iPhone as their first product, instead opting for lower-priced entry phones. That being said, the iPhone business should still generate some growth through price increases over the years, but that will not be a major growth driver. Apple&#39;s very fast iPhone profits allow the company to invest in other areas, however. On top of that, the iPhone user base is important when it comes to growing revenues in the services segment.</p><p>As iPhone users acquire additional apps and consume more services and media through their phones over time, Apple&#39;s services (Apple Music, iCloud, Apple Pay, and the take from sales in its App Store) will experience growth over time. During the most recent quarter, Apple&#39;s Services revenue hit a new all-time high, with revenue of $19.5 billion, which was up 23% year over year. I expect that the addition of new services over time and the growing usage of existing services will allow Apple to grow its Services revenue meaningfully over the coming years.</p><p>Apple also seeks to expand in other areas. This includes Apple&#39;s Health ventures, as well as the Apple Car project. In both cases, Apple addresses a large market, which means that these projects could eventually move the needle very meaningfully for Apple. At least in the very near term, those will not be relevant growth drivers, however.</p><p>Some projections see the Apple Car project add $50 billion in revenue by 2030. That sounds like quite a lot, but on a relative basis, it&#39;s not that much, to be honest. Apple has generated revenue of $380 billion over the last year, thus the Apple Car business would add around 13% to that. If that were to happen during a single year, that would be outstanding, of course. But if it happens over roughly ten years, then the annualized growth boost is relatively slim, at just 1%-2%. When Apple&#39;s iPhone sales started to soar, the company generated year-over-year revenue growth rates of 50% and more during some quarters. The Apple Car project, even if successful, will not replicate that. The law of large numbers dictates that growing at a high relative growth rate becomes harder the larger a company gets. And with sales in the $380 billion a year area, Apple is very large already, which means that even successful product introductions will almost certainly not allow Apple to deliver another 50%+ revenue gain in the future, ever.</p><p>Still, between growth from its existing businesses and the introduction of new products over time, Apple will continue to deliver reasonable business growth over the years. Analysts are currently predicting a revenue growth rate of 7% a year through the next decade. My personal estimate would be slightly lower, at around 5%, but Apple may very well hit the 7% level -- which would be a strong result for a company this large, even though some of Apple&#39;s owners might be hoping for (way) stronger growth.</p><h2>Will The Metaverse Impact Apple?</h2><p>Apple also has ambitions when it comes to the Metaverse. Those haven&#39;t been broadcasted as widely as those from <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), Microsoft (MSFT), etc. But still, Apple seeks to become a major player in this future industry. Apple&#39;s CEO Tim Cook first started publicly speaking about Augmented Reality in 2017, and that&#39;s also when Apple&#39;s ARKit was introduced. There are rumors that Apple might introduce its first AR/VR headset Apple Glass as early as this year, although there are no guarantees for that, of course. Still, it seems pretty clear that Apple&#39;s expansion into this space will continue over the coming years. Apple&#39;s revenue potential is uncertain, however. Whether AR/VR tech will become big enough to move the needle in a big way seems questionable for the next couple of years at least. But even if the Metaverse impact remains relatively small for the foreseeable future, the growth in the businesses laid out above should allow Apple to grow meaningfully going forward.</p><h2>Where Will Apple Stock Be In 10 Years?</h2><p>Business growth opportunities do not necessarily translate into strong equity returns. Cisco (CSCO) grew its business considerably between 2000 and 2010, as revenue rose by close to 100%. And still, Cisco&#39;s shares went down by more than 60% in that time frame, as valuation compression was even more impactful than the business growth the company experienced in that time frame. In Apple&#39;s case, total returns will be stronger, but multiple compression could still be a headwind going forward:</p><p><img src=\"https://static.tigerbbs.com/05d814ce0bd4641eabe68a69249df8f1\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Apple trades at a ~30% premium compared to the 5-year median when we look at its earnings multiple, while the premium compared to the 5-year median is ~50% when we look at Apple&#39;s enterprise value to EBITDA ratio. Clearly, Apple is significantly more expensive than it used to be in the past. When we look at the median valuations over the last ten years, the current premium is even more pronounced.</p><p>If Apple manages to grow its revenue by 7% a year over the next decade, in line with what analysts are expecting, we could see earnings per share growth in the 10% range, once we account for buybacks. Those have slowed down to just 2% over the last year, but let&#39;s still assume that Apple will be able to buy back around 3% of its share count in the future. With 10% annual earnings per share growth, Apple would be a pretty fast-growing enterprise, considering its already very large size. In that scenario, earnings per share could climb from $6.15 in 2022 to around $15.90 in 2032. If Apple were to trade at 22x net profits a decade from now, the share price would be $350. In this scenario, where Apple is trading in line with the 5-year median valuation, Apple would deliver annual share price gains of 7%.</p><p>When we consider that the last five years have been pretty good for equities and that this will not necessarily be the case going forward, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can also make a case for a lower valuation, however. Rising interest rates could definitely result in lower valuations in future years, compared to how Apple and other equities were valued in the recent past. If Apple were to trade at 20x net profits a decade from now, the share price would be $320 in 2032, which would translate into 6% annual share price gains. If the earnings multiple drops to 18, the 2032 share price target is $286, which would result in annual share price gains of 5%. Some investors might believe that a valuation this low is highly unlikely, as AAPL is trading well above that level today. But once we consider that the 10-year median earnings multiple is <i>even lower</i>, at 16, a high-teens earnings multiple does not seem that unlikely after all.</p><p>All in all, we can summarize that Apple&#39;s growth outlook over the coming years is solid thanks to cash cow businesses like the iPhone that allow for growth investments in other areas. Share buybacks should also allow AAPL to grow its earnings per share more quickly compared to the business growth rate. That being said, the share price might not rise that much over the coming decade. Depending on circumstances such as market sentiment, interest rates, etc. a share price in the $280 to $350 range seems realistic, I believe. That would translate into annual share price gains of 5%-7%.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p>Apple is an excellent company, and it has been a great investment in the past. But the fact that Apple has delivered outstanding returns over the last five or ten years does not mean that this will repeat. Shares were cheap a decade ago, and they are trading at a huge premium compared to the historic valuation today. To me, it seems realistic that Apple will deliver mid-to-high single-digits annual returns going forward. That&#39;s far from bad, but I do not believe that this makes Apple a Buy today.</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>Is Apple Stock A Buy, Sell, Or Hold?</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\">\nIs Apple Stock A Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500335-apple-stock-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500335-apple-stock-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","AAPL":"苹果","BK4566":"资本集团","BK4575":"芯片概念","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4512":"苹果概念"},"source_url":"https://seekingalpha.com/article/4500335-apple-stock-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225529120","content_text":"Apple Inc.  is an ultra-high quality blue-chip company with an excellent brand and growth opportunities in health, automotive vehicle tech, and virtual reality. On the other hand, investors should note that the company's already very large size will likely prevent Apple from growing at an overly high pace in the coming years. Buybacks will also be less impactful due to an above-average valuation, and total returns could therefore be significantly lower compared to what investors got used to over the last couple of years.AAPL Stock Key MetricsApple has excellent fundamentals. This includes strong margins, which are the result of a brand that warrants premium prices for Apple's products. Strong margins naturally mean that the company earns large amounts of money for each product it sells, but margins are also of importance due to a couple of other factors. High margins mean that inflationary pressures do not hurt Apple too much, for example. If margins were to compress by 100 base points due to higher input costs, the hit to Apple's bottom line would be a pretty small 4%. A competitor with a weaker net profit margin of 10% would see profits take a 10% hit in the same margin compression scenario. In a way, Apple's strong margins thus reduce risks for shareholders, as the company is able to stomach inflation, recessions, etc. easier compared to peers that are less profitable.Apple also has a strong balance sheet and generates excellent cash flows. Per the company's most recent 10-Q filing, Apple Inc. had $203 billion of cash and equivalents on its balance sheet at the end of the first quarter. This was partially offset by $123 billion of debt, for a net cash position of $80 billion. At the same time, Apple's free cash flow came in at a gigantic $102 billion over the last four quarters, with capital expenditures of $10 billion already being accounted for. Capital expenditures of $10 billion aren't high for a company the size of Apple, but that can be attributed to its asset-light business model. Without costly manufacturing equipment, production plants, etc., the company is able to turn most of its operating cash flows into free cash. This naturally benefits shareholders as Apple can finance immense shareholder returns via dividends and buybacks.Apple's Growth Potential In Different MarketsApple's biggest business today is its iPhone franchise. That is not a high-growth market, however. Many people around the world have smartphones already, and those that do not own a smartphone generally do not buy a (high-priced) iPhone as their first product, instead opting for lower-priced entry phones. That being said, the iPhone business should still generate some growth through price increases over the years, but that will not be a major growth driver. Apple's very fast iPhone profits allow the company to invest in other areas, however. On top of that, the iPhone user base is important when it comes to growing revenues in the services segment.As iPhone users acquire additional apps and consume more services and media through their phones over time, Apple's services (Apple Music, iCloud, Apple Pay, and the take from sales in its App Store) will experience growth over time. During the most recent quarter, Apple's Services revenue hit a new all-time high, with revenue of $19.5 billion, which was up 23% year over year. I expect that the addition of new services over time and the growing usage of existing services will allow Apple to grow its Services revenue meaningfully over the coming years.Apple also seeks to expand in other areas. This includes Apple's Health ventures, as well as the Apple Car project. In both cases, Apple addresses a large market, which means that these projects could eventually move the needle very meaningfully for Apple. At least in the very near term, those will not be relevant growth drivers, however.Some projections see the Apple Car project add $50 billion in revenue by 2030. That sounds like quite a lot, but on a relative basis, it's not that much, to be honest. Apple has generated revenue of $380 billion over the last year, thus the Apple Car business would add around 13% to that. If that were to happen during a single year, that would be outstanding, of course. But if it happens over roughly ten years, then the annualized growth boost is relatively slim, at just 1%-2%. When Apple's iPhone sales started to soar, the company generated year-over-year revenue growth rates of 50% and more during some quarters. The Apple Car project, even if successful, will not replicate that. The law of large numbers dictates that growing at a high relative growth rate becomes harder the larger a company gets. And with sales in the $380 billion a year area, Apple is very large already, which means that even successful product introductions will almost certainly not allow Apple to deliver another 50%+ revenue gain in the future, ever.Still, between growth from its existing businesses and the introduction of new products over time, Apple will continue to deliver reasonable business growth over the years. Analysts are currently predicting a revenue growth rate of 7% a year through the next decade. My personal estimate would be slightly lower, at around 5%, but Apple may very well hit the 7% level -- which would be a strong result for a company this large, even though some of Apple's owners might be hoping for (way) stronger growth.Will The Metaverse Impact Apple?Apple also has ambitions when it comes to the Metaverse. Those haven't been broadcasted as widely as those from Meta Platforms (FB), Microsoft (MSFT), etc. But still, Apple seeks to become a major player in this future industry. Apple's CEO Tim Cook first started publicly speaking about Augmented Reality in 2017, and that's also when Apple's ARKit was introduced. There are rumors that Apple might introduce its first AR/VR headset Apple Glass as early as this year, although there are no guarantees for that, of course. Still, it seems pretty clear that Apple's expansion into this space will continue over the coming years. Apple's revenue potential is uncertain, however. Whether AR/VR tech will become big enough to move the needle in a big way seems questionable for the next couple of years at least. But even if the Metaverse impact remains relatively small for the foreseeable future, the growth in the businesses laid out above should allow Apple to grow meaningfully going forward.Where Will Apple Stock Be In 10 Years?Business growth opportunities do not necessarily translate into strong equity returns. Cisco (CSCO) grew its business considerably between 2000 and 2010, as revenue rose by close to 100%. And still, Cisco's shares went down by more than 60% in that time frame, as valuation compression was even more impactful than the business growth the company experienced in that time frame. In Apple's case, total returns will be stronger, but multiple compression could still be a headwind going forward:Data by YChartsApple trades at a ~30% premium compared to the 5-year median when we look at its earnings multiple, while the premium compared to the 5-year median is ~50% when we look at Apple's enterprise value to EBITDA ratio. Clearly, Apple is significantly more expensive than it used to be in the past. When we look at the median valuations over the last ten years, the current premium is even more pronounced.If Apple manages to grow its revenue by 7% a year over the next decade, in line with what analysts are expecting, we could see earnings per share growth in the 10% range, once we account for buybacks. Those have slowed down to just 2% over the last year, but let's still assume that Apple will be able to buy back around 3% of its share count in the future. With 10% annual earnings per share growth, Apple would be a pretty fast-growing enterprise, considering its already very large size. In that scenario, earnings per share could climb from $6.15 in 2022 to around $15.90 in 2032. If Apple were to trade at 22x net profits a decade from now, the share price would be $350. In this scenario, where Apple is trading in line with the 5-year median valuation, Apple would deliver annual share price gains of 7%.When we consider that the last five years have been pretty good for equities and that this will not necessarily be the case going forward, one can also make a case for a lower valuation, however. Rising interest rates could definitely result in lower valuations in future years, compared to how Apple and other equities were valued in the recent past. If Apple were to trade at 20x net profits a decade from now, the share price would be $320 in 2032, which would translate into 6% annual share price gains. If the earnings multiple drops to 18, the 2032 share price target is $286, which would result in annual share price gains of 5%. Some investors might believe that a valuation this low is highly unlikely, as AAPL is trading well above that level today. But once we consider that the 10-year median earnings multiple is even lower, at 16, a high-teens earnings multiple does not seem that unlikely after all.All in all, we can summarize that Apple's growth outlook over the coming years is solid thanks to cash cow businesses like the iPhone that allow for growth investments in other areas. Share buybacks should also allow AAPL to grow its earnings per share more quickly compared to the business growth rate. That being said, the share price might not rise that much over the coming decade. Depending on circumstances such as market sentiment, interest rates, etc. a share price in the $280 to $350 range seems realistic, I believe. That would translate into annual share price gains of 5%-7%.Is AAPL Stock A Buy, Sell, Or Hold?Apple is an excellent company, and it has been a great investment in the past. But the fact that Apple has delivered outstanding returns over the last five or ten years does not mean that this will repeat. Shares were cheap a decade ago, and they are trading at a huge premium compared to the historic valuation today. To me, it seems realistic that Apple will deliver mid-to-high single-digits annual returns going forward. That's far from bad, but I do not believe that this makes Apple a Buy today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021692443,"gmtCreate":1653039973682,"gmtModify":1676535213054,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","listText":"Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","text":"Looks like the authors got a lot of things wrong. Wouldn't be surprised if so also on thisarticle. Either you have the crystal ball I was always looking for or the title is wrong (or atleast very misleading) Thanks for typing the words tho :/ argh. Still bullish on #PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021692443","repostId":"2236030678","repostType":4,"repost":{"id":"2236030678","pubTimestamp":1653036810,"share":"https://www.laohu8.com/m/news/2236030678?lang=&edition=full","pubTime":"2022-05-20 16:53","market":"us","language":"en","title":"Palantir: Complete Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=2236030678","media":"Seeking Alpha","summary":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"b","content":"<html><head></head><body><p>So, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) stock has been a total disaster for longs. Many retail &#34;bag-holders&#34; out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.</p><p>However, <i>we were also wrong</i>, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. <i>We got that part wrong</i>.</p><p>While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader&#39;s market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?</p><p>Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.</p><p>The first option is the easiest, and perhaps a &#34;cop out&#34; for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.</p><p>The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.</p><p>The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What <a href=\"https://laohu8.com/S/AONE.U\">one</a> has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.</p><p>For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.</p><p>So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir&#39;s growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.</p><p>Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.</p><h2>Palantir&#39;s Government and Commercial sectors showing growth</h2><p>In the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.</p><p>Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.</p><p>Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.</p><p>Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management&#39;s prior guidance of 23%. This is positive.</p><h2>Palantir is slightly profitable, for now</h2><p>Despite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.</p><p>We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. 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.</p><h2>Still expensive</h2><p>On the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. 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 9X sales, the stock is much cheaper than it has ever been, but it is still not &#34;cheap&#34;. We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.</p><h2>The outlook is murky</h2><p>The biggest concern right now is not valuation. It is not dilution. It is not the &#34;overall market.&#34; The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that &#34;there is a wide range of potential upside to [the] guidance.&#34; The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.</p><h2>Take home</h2><p>The company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.</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: Complete Disaster</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: Complete Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513287-palantir-complete-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513287-palantir-complete-disaster\">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/4513287-palantir-complete-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236030678","content_text":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.However, we were also wrong, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. We got that part wrong.While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader's market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.The first option is the easiest, and perhaps a \"cop out\" for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir's growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.Palantir's Government and Commercial sectors showing growthIn the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management's prior guidance of 23%. This is positive.Palantir is slightly profitable, for nowDespite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. 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.Still expensiveOn the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. 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 9X sales, the stock is much cheaper than it has ever been, but it is still not \"cheap\". We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.The outlook is murkyThe biggest concern right now is not valuation. It is not dilution. It is not the \"overall market.\" The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that \"there is a wide range of potential upside to [the] guidance.\" The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.Take homeThe company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010198099,"gmtCreate":1648272507620,"gmtModify":1676534324700,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Very informative. Thanks for the efforts from all editors!!","listText":"Great article. Very informative. Thanks for the efforts from all editors!!","text":"Great article. Very informative. Thanks for the efforts from all editors!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010198099","repostId":"2222598883","repostType":2,"repost":{"id":"2222598883","pubTimestamp":1648253706,"share":"https://www.laohu8.com/m/news/2222598883?lang=&edition=full","pubTime":"2022-03-26 08:15","market":"us","language":"en","title":"Palantir: No Longer Significantly Undervalued, But Still A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2222598883","media":"seekingalpha","summary":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cd1acd65270b9eedaacda706ac01e71\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Drew Angerer/Getty Images News</p><p></p><h2>Investment Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (SPY) since our article was published (+25% Vs. +4.3%).</p><p>Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.</p><p>We discuss why PLTR stock is still in the Buy zone.</p><h2>PLTR stock key metrics</h2><p></p><p><img src=\"https://static.tigerbbs.com/c3d04acf4625fc3b3543708430fd666b\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock consensus price targets Vs. stock performance (TIKR)</p><p><img src=\"https://static.tigerbbs.com/f9f1de45f6dc5f458522707d33341e20\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock NTM Revenue trend (TIKR)</p><p></p><p>PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there&#39;s still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.</p><p>Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.</p><p>Furthermore, PLTR stock&#39;s NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it&#39;s also broadly in line with its high-growth SaaS peers (12.6x) that we track.</p><p>Hence, considering the above factors, we think PLTR stock looks fairly valued now.</p><h2>Where is Palantir Heading in 2022?</h2><p>We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir&#39;s incremental operating leverage moving forward.</p><p>Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir&#39;s valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) emphasized (edited):</p><blockquote>We are wondering about the company&#39;s long-term operating margin. We saw &#39;wild swings&#39;-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. <i>Confidence in the steady-state margin profile is key</i> to understanding EPS growth longer-term. - Barron&#39;s</blockquote><p>In addition, we were also concerned about Palantir&#39;s government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.</p><p>The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir&#39;s approach, as we think it&#39;s the correct move, given <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake&#39;s customers to move workloads and test Snowflake&#39;s data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&amp;L in the near term.</p><p>Nonetheless, it&#39;s the right move for Palantir going forward. We think investors need to accord Karp &amp; Team sufficient time to encourage wider adoption of its Foundry OS.</p><p>Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment&#39;s growth. Palantir had experienced weakness in growth momentum in Europe.</p><p>But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir&#39;s Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.</p><p>And, there probably isn&#39;t another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):</p><blockquote>The work that we&#39;ve done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.</blockquote><blockquote>They are focusing on how can they can <i>use this in a real-time decision-making sort of basis.</i> <i>Europe is not the same place it was 2 years ago.</i></blockquote><blockquote>You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that&#39;s also going to create a lot of market access. Not just because they need it, but <i>they also are going to need it in the context of collaborating with Allied Forces</i>. (Morgan Stanley TMT Conference 2022)</blockquote><p>As if the emphasis by Sankar wasn&#39;t sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to &#34;step up and fight this battle alongside us in order to win.&#34; Karp emphasized (edited):</p><blockquote><i>The fantasy of an instinctively peaceful world may be comforting</i>. But it is again coming to an end.</blockquote><blockquote><i>Europe has for the past two decades stood on the sidelines</i> of the digital revolution, whose principal participants are still essentially all based in the United States.</blockquote><blockquote>The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.</blockquote><blockquote>An embrace of the relationship between technology and the state, between <i>disruptive companies that seek to dislodge</i> the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)</blockquote><p>Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir&#39;s platform to integrate their intelligence, surveillance, and sensors with the US government.</p><p>Hence, we believe it could even elevate Palantir&#39;s commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.</p><h2>Is PLTR Stock A Buy, Sell, Or Hold?</h2><p>We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.</p><p>Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.</p><p>Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.</p><p>As such, <i>we reiterate our Buy rating on PLTR stock</i>.</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: No Longer Significantly Undervalued, But Still A Buy</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: No Longer Significantly Undervalued, But Still A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","SNOW":"Snowflake",".SPX":"S&P 500 Index","OEX":"标普100","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","MS":"摩根士丹利","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","PLTR":"Palantir Technologies Inc.","SPXU":"三倍做空标普500ETF","BK4535":"淡马锡持仓","BK4543":"AI","BK4559":"巴菲特持仓","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","OEF":"标普100指数ETF-iShares","BK4551":"寇图资本持仓","SH":"标普500反向ETF","BK4505":"高瓴资本持仓","BK4547":"WSB热门概念","BK4581":"高盛持仓","BK4504":"桥水持仓","SPY":"标普500ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222598883","content_text":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF (SPY) since our article was published (+25% Vs. +4.3%).Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.We discuss why PLTR stock is still in the Buy zone.PLTR stock key metricsPLTR stock consensus price targets Vs. stock performance (TIKR)PLTR stock NTM Revenue trend (TIKR)PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there's still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.Furthermore, PLTR stock's NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it's also broadly in line with its high-growth SaaS peers (12.6x) that we track.Hence, considering the above factors, we think PLTR stock looks fairly valued now.Where is Palantir Heading in 2022?We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir's incremental operating leverage moving forward.Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir's valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. Morgan Stanley (MS) emphasized (edited):We are wondering about the company's long-term operating margin. We saw 'wild swings'-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. Confidence in the steady-state margin profile is key to understanding EPS growth longer-term. - Barron'sIn addition, we were also concerned about Palantir's government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir's approach, as we think it's the correct move, given Snowflake's (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake's customers to move workloads and test Snowflake's data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&L in the near term.Nonetheless, it's the right move for Palantir going forward. We think investors need to accord Karp & Team sufficient time to encourage wider adoption of its Foundry OS.Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment's growth. Palantir had experienced weakness in growth momentum in Europe.But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir's Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.And, there probably isn't another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):The work that we've done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.They are focusing on how can they can use this in a real-time decision-making sort of basis. Europe is not the same place it was 2 years ago.You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that's also going to create a lot of market access. Not just because they need it, but they also are going to need it in the context of collaborating with Allied Forces. (Morgan Stanley TMT Conference 2022)As if the emphasis by Sankar wasn't sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to \"step up and fight this battle alongside us in order to win.\" Karp emphasized (edited):The fantasy of an instinctively peaceful world may be comforting. But it is again coming to an end.Europe has for the past two decades stood on the sidelines of the digital revolution, whose principal participants are still essentially all based in the United States.The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.An embrace of the relationship between technology and the state, between disruptive companies that seek to dislodge the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir's platform to integrate their intelligence, surveillance, and sensors with the US government.Hence, we believe it could even elevate Palantir's commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.Is PLTR Stock A Buy, Sell, Or Hold?We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.As such, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094723122,"gmtCreate":1645239227993,"gmtModify":1676534012289,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sell, cash out, next","listText":"Sell, cash out, next","text":"Sell, cash out, next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094723122","repostId":"1197876155","repostType":4,"repost":{"id":"1197876155","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645197621,"share":"https://www.laohu8.com/m/news/1197876155?lang=&edition=full","pubTime":"2022-02-18 23:20","market":"us","language":"en","title":"Blue Water Vaccines Surged 364.44% in Its First Day of Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197876155","media":"Tiger Newspress","summary":"Blue Water Vaccines surged 364.44% in its first day of trading.Blue Water Vaccines, Inc. , a biophar","content":"<html><head></head><body><p>Blue Water Vaccines surged 364.44% in its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/702d2200844a133c27a77cab92a7fff0\" tg-width=\"1243\" tg-height=\"659\" width=\"100%\" height=\"auto\"/>Blue Water Vaccines, Inc. , a biopharmaceutical company developing vaccines, announced the pricing of its initial public offering of 2,222,222 shares of its common stock at a public offering price of $9.00 per share. The shares begin trading on the Nasdaq Capital Market under the ticker symbol &#34;BWV&#34; on Friday.</p><p>Blue Water Vaccines, Inc. is a biopharmaceutical company focused on developing transformational vaccines to address significant health challenges globally. Headquartered in Cincinnati, OH, the company holds the rights to proprietary technology developed at the University of Oxford, Cincinnati Children&#39;s Hospital Medical Center (CCHMC), and St. Jude Children&#39;s Hospital. </p><p>The company is developing a universal flu vaccine that will provide protection from all virulent strains and a <i>Streptococcus pneumoniae</i> (pneumococcus) vaccine candidate, designed to specifically prevent the highly infectious middle ear infections, known as Acute Otitis Media (AOM), in children. Additionally, Blue Water Vaccines has licensed a novel norovirus (NoV) S&amp;P nanoparticle versatile virus-like particle (VLP) vaccine platform from CCHMC to develop vaccines for multiple infectious diseases, including norovirus/rotavirus and malaria among others.</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>Blue Water Vaccines Surged 364.44% in Its First Day of Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlue Water Vaccines Surged 364.44% in Its First Day of Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-18 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Blue Water Vaccines surged 364.44% in its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/702d2200844a133c27a77cab92a7fff0\" tg-width=\"1243\" tg-height=\"659\" width=\"100%\" height=\"auto\"/>Blue Water Vaccines, Inc. , a biopharmaceutical company developing vaccines, announced the pricing of its initial public offering of 2,222,222 shares of its common stock at a public offering price of $9.00 per share. The shares begin trading on the Nasdaq Capital Market under the ticker symbol &#34;BWV&#34; on Friday.</p><p>Blue Water Vaccines, Inc. is a biopharmaceutical company focused on developing transformational vaccines to address significant health challenges globally. Headquartered in Cincinnati, OH, the company holds the rights to proprietary technology developed at the University of Oxford, Cincinnati Children&#39;s Hospital Medical Center (CCHMC), and St. Jude Children&#39;s Hospital. </p><p>The company is developing a universal flu vaccine that will provide protection from all virulent strains and a <i>Streptococcus pneumoniae</i> (pneumococcus) vaccine candidate, designed to specifically prevent the highly infectious middle ear infections, known as Acute Otitis Media (AOM), in children. Additionally, Blue Water Vaccines has licensed a novel norovirus (NoV) S&amp;P nanoparticle versatile virus-like particle (VLP) vaccine platform from CCHMC to develop vaccines for multiple infectious diseases, including norovirus/rotavirus and malaria among others.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197876155","content_text":"Blue Water Vaccines surged 364.44% in its first day of trading.Blue Water Vaccines, Inc. , a biopharmaceutical company developing vaccines, announced the pricing of its initial public offering of 2,222,222 shares of its common stock at a public offering price of $9.00 per share. The shares begin trading on the Nasdaq Capital Market under the ticker symbol \"BWV\" on Friday.Blue Water Vaccines, Inc. is a biopharmaceutical company focused on developing transformational vaccines to address significant health challenges globally. Headquartered in Cincinnati, OH, the company holds the rights to proprietary technology developed at the University of Oxford, Cincinnati Children's Hospital Medical Center (CCHMC), and St. Jude Children's Hospital. The company is developing a universal flu vaccine that will provide protection from all virulent strains and a Streptococcus pneumoniae (pneumococcus) vaccine candidate, designed to specifically prevent the highly infectious middle ear infections, known as Acute Otitis Media (AOM), in children. Additionally, Blue Water Vaccines has licensed a novel norovirus (NoV) S&P nanoparticle versatile virus-like particle (VLP) vaccine platform from CCHMC to develop vaccines for multiple infectious diseases, including norovirus/rotavirus and malaria among others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011688955,"gmtCreate":1648861549865,"gmtModify":1676534412414,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very good read. Thanks for the effort pullingthis together.&nbsp;","listText":"Very good read. Thanks for the effort pullingthis together.&nbsp;","text":"Very good read. Thanks for the effort pullingthis together.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011688955","repostId":"1187810620","repostType":4,"repost":{"id":"1187810620","pubTimestamp":1648804203,"share":"https://www.laohu8.com/m/news/1187810620?lang=&edition=full","pubTime":"2022-04-01 17:10","market":"us","language":"en","title":"Palantir: Green Shoots","url":"https://stock-news.laohu8.com/highlight/detail?id=1187810620","media":"seekingalpha","summary":"SummaryPLTR continues to perform poorly against the market.The Quant view and Wall Street analysts a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>PLTR continues to perform poorly against the market.</li><li>The Quant view and Wall Street analysts are not currently optimistic.</li><li>However, PLTR continues to grow at 30-40%, with little to stop it.</li><li>Further, PLTR is not burdened by debt and will not go bankrupt.</li><li>Early 2022 still doesn&#39;t look great, but H2 2022 could improve.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c90b965827628dbf75245094b21ea264\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>amenic181/iStock via Getty Images</span></p><p>On January 13th, I wrote Palantir: Dark Days. I said that I was bullish on Palantir (NYSE:PLTR), but I also added some melancholy notes:</p><blockquote>Unfortunately, the price action has been terrible for most growthstocks and the macro environment doesn&#39;t look favorable for PLTR in H1 2022. Unless there is some kind of huge announcement, or SBC drops precipitously, PLTR is most likely going to remain well under $25. In fact, it will likely languish in the $18-22 range in H1 2022, given what we know what right.</blockquote><p>Back in the middle of January, PLTR was down about 8% year-to-date. Well, here&#39;s how that looks now:</p><p><img src=\"https://static.tigerbbs.com/d18c3521aa35ce577d677c2d059dd81e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Yes, we&#39;re down 24% from January 1st through today. In terms of price action, perhaps the only good news is that PLTR isn&#39;t down 40-45% this year.</p><p>The quantitative view continues to be ugly:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71648c1529993d1254b5b08a45b35ce3\" tg-width=\"640\" tg-height=\"196\" width=\"100%\" height=\"auto\"/><span>PLTR QUANT RATINGS (Seeking Alpha)</span></p><p>Wall Street is mostly neutral with an overall &#34;Hold&#34; rating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4252374698b0888c2e474a2f5a1c0bc\" tg-width=\"640\" tg-height=\"388\" width=\"100%\" height=\"auto\"/><span>WALL STREET on PLTR (Seeking Alpha)</span></p><p>All of this said, I think it&#39;s fair to say that nearly all the indicators are flat, or they are pointing down.PLTR is still in the dark days.</p><p><b>Some Quick Comparisons</b></p><p>It&#39;s often a good idea to think about a company in relation to some peers, and the market as a whole. While I don&#39;t believe that PLTR has direct competition,except for the government itself, I do think that overall pressure on growth stocks is worth considering.</p><p><img src=\"https://static.tigerbbs.com/ca1b20ba7b1ea83876fab60fbd081829\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/></p><p>Here&#39;s some bad news. One year ago, PLTR was moving up and down in price faster than the Nasdaq 100 Index (QQQ). That is, we were seeing far more volatility, but at least PLTR was roughly tracking the index. However, in November of 2021,<i>PLTR started to fall off a cliff</i>. Clearly, the QQQ also declined, but the drop was far worse for PLTR, into 2022.</p><p>It&#39;s worth digging into the greater than average market pain.</p><p><b>Relentless Downward Pressure on Growth</b></p><p>Although PLTR has a market cap of just under $30 billion, it&#39;s still relatively small, and more prone to violent moves up and down. But, the real kicker is that PLTR is an aggressive growth stock. That&#39;s what investors wanted, and that&#39;s what it delivered. But, the macro environment changed and what I&#39;ll call the &#34;Growth Leverage&#34; is now working strongly against PLTR.</p><p>Here&#39;s a hint, from the <i>New York Times</i>, back in November 2021.</p><blockquote>The Fed has been buying $120 billion in bonds each month and has kept interest rates near zero, policy moves that have helped make borrowing cheap and keep money flowing through the economy. Earlier this month, the Fed took the first step toward withdrawing support for the economy when it announced that it would begin scaling back its Treasury bond and mortgage-backed security purchases by $15 billion a month starting in November.</blockquote><p>Fast forward about one month, and <i>Bloomberg</i> added:</p><blockquote>The new rate projections marks a major shift from the last time forecasts were updated in September when officials were evenly split on the need for any rate increases at all in 2022. The new projections also showed policy makers see another three increases as appropriate in 2023 and two more in 2024, bringing the funds rate to 2.1% by the end of that year.</blockquote><p>Adding it up, the short-term outlook is quite negative. Indeed, depending on your definition, the medium-term outlook is equally negative. Dare I say that I&#39;m bearish in Q2 2022? That doesn&#39;t mean I&#39;m screaming &#34;SELL&#34; from the top of my lungs. Instead, as I&#39;ll explain below, it&#39;s more like my expectations are modest, until H2 2022.</p><p><b>Some &#34;Green Shoots&#34;</b></p><p>I largely agree with <i>Forbes</i> on these points:</p><blockquote>... Palantir further sees its revenues growing at levels of over 30% each year between 2021 through 2025. The longer-term opportunity also looks solid. The company’s artificial intelligence (AI) software tools are trusted by the U.S. government and these technologies are becoming increasingly valuable in the commercial space as well, as AI plays a greater role in the economy.</blockquote><p>I believe that PLTR will continue to see 30% or higher revenue growth over the next 2-3 years. And, I see artificial intelligence spending to ramp up. NVIDIA (NVDA) CEO Jensen Huang broke it down like this:</p><ul><li>$300 billion in sales to the auto industry.</li><li>$300 billion in chips and systems.</li><li>$300 billion in enterprise software.</li><li>$100 billion in the video game industry.</li></ul><p>That&#39;s one trillion dollars. And, for each industry, there&#39;s a true, deep need for data analytics, data management, strategic decision making, and far more. That&#39;s where PLTR fits in, and that&#39;s mostly in the commercial space. We know that PLTR is very strong in government, of course.From the Q4 2021 report:</p><p><b>Government revenue growth year-over-year</b>:</p><ul><li>Q1 2021 = 76%</li><li>Q2 2021 = 66%</li><li>Q3 2021 = 34%</li><li>Q4 2021 = 26%</li></ul><p>And, for good measure...</p><p><b>US commercial revenue growth year-over-year</b>:</p><ul><li>Q1 2021 = 72%</li><li>Q2 2021 = 90%</li><li>Q3 2021 = 103%</li><li>Q4 2021 = 132%</li></ul><p>For both segments, customer value is up, customer count is up, and more. Gross margins are over 80%. Operating margins are stable. PLTR is still working through post-DPO issues, such as the stock-based compensation. As I explained last year,it&#39;ll work out just fine, just slower than investors want.</p><p>As a relevant aside, the Q4 2021 earnings report that dropped in February 2022 wasn&#39;t exactly wonderful:Non-GAAP was $0.02 but missed by $0.02. Revenue is expected to be above consensus in Q1 2022 at least. We&#39;ll see.</p><p>The point is that there&#39;s stability or growth in nearly all parts of the business. It&#39;s not a perfectly running machine but it&#39;s a strong company. And, as I like to point out, it&#39;s not going bankrupt because of this:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ee9f32b0c891c5e117cd540905c0cdc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>No debt problems.</span></p><p><b>&#34;Green Shoots&#34; Part 2</b></p><p>So, investors are generally aware of PLTR&#39;s customer growth. But, it&#39;s useful to consider the other financial metrics of growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc62952017b8f0a79a45a288e733955\" tg-width=\"640\" tg-height=\"568\" width=\"100%\" height=\"auto\"/><span>Financial Green Shoots for PLTR (Seeking Alpha)</span></p><p>It&#39;s all there, in plain view. Clearly, revenue is growing like crazy, even when compared to the Sector. And, both EBITDA Growth and EBIT Growth are crushing the Sector Median; very healthy. Looking forward, EPS forward growth is also outstanding. Even Working Capital is in good shape, which I see as just another buffer against a weak environment for growth.</p><p>I also encourage investors to look here:</p><ul><li>Gross Profit Margin is higher than the Sector Median</li><li>Levered FCF Margin is higher than the Sector Median</li><li>Cash from Operations is higher than the Sector Median</li></ul><p>All of this indicates to me that true profits are coming, <i>just not in Q2 2022</i>.</p><p><b>Wrap Up</b></p><p>We&#39;re stuck right now because of valuation, stock price, SBC, missing Wall Street expectations in Q4 2021, and the macro environment. The big picture is that PLTR is rightfully suppressed. But, digging into the details, it&#39;s also true that PLTR is a growth machine with a bright future.</p><p>Summing it all up, I can say this: I&#39;m not selling PLTR. I&#39;ll continue to hold. Or, said differently, I&#39;m neutral about PLTR in the short run, but bullish in the long run. Now is not a bad time to accumulate, or to start a position. Dollar-cost averaging, or dripping, is equally rational for some investors.</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: Green Shoots</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: Green Shoots\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499129-palantir-stock-could-improve-h2-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR continues to perform poorly against the market.The Quant view and Wall Street analysts are not currently optimistic.However, PLTR continues to grow at 30-40%, with little to stop it....</p>\n\n<a href=\"https://seekingalpha.com/article/4499129-palantir-stock-could-improve-h2-2022\">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/4499129-palantir-stock-could-improve-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187810620","content_text":"SummaryPLTR continues to perform poorly against the market.The Quant view and Wall Street analysts are not currently optimistic.However, PLTR continues to grow at 30-40%, with little to stop it.Further, PLTR is not burdened by debt and will not go bankrupt.Early 2022 still doesn't look great, but H2 2022 could improve.amenic181/iStock via Getty ImagesOn January 13th, I wrote Palantir: Dark Days. I said that I was bullish on Palantir (NYSE:PLTR), but I also added some melancholy notes:Unfortunately, the price action has been terrible for most growthstocks and the macro environment doesn't look favorable for PLTR in H1 2022. Unless there is some kind of huge announcement, or SBC drops precipitously, PLTR is most likely going to remain well under $25. In fact, it will likely languish in the $18-22 range in H1 2022, given what we know what right.Back in the middle of January, PLTR was down about 8% year-to-date. Well, here's how that looks now:Yes, we're down 24% from January 1st through today. In terms of price action, perhaps the only good news is that PLTR isn't down 40-45% this year.The quantitative view continues to be ugly:PLTR QUANT RATINGS (Seeking Alpha)Wall Street is mostly neutral with an overall \"Hold\" rating.WALL STREET on PLTR (Seeking Alpha)All of this said, I think it's fair to say that nearly all the indicators are flat, or they are pointing down.PLTR is still in the dark days.Some Quick ComparisonsIt's often a good idea to think about a company in relation to some peers, and the market as a whole. While I don't believe that PLTR has direct competition,except for the government itself, I do think that overall pressure on growth stocks is worth considering.Here's some bad news. One year ago, PLTR was moving up and down in price faster than the Nasdaq 100 Index (QQQ). That is, we were seeing far more volatility, but at least PLTR was roughly tracking the index. However, in November of 2021,PLTR started to fall off a cliff. Clearly, the QQQ also declined, but the drop was far worse for PLTR, into 2022.It's worth digging into the greater than average market pain.Relentless Downward Pressure on GrowthAlthough PLTR has a market cap of just under $30 billion, it's still relatively small, and more prone to violent moves up and down. But, the real kicker is that PLTR is an aggressive growth stock. That's what investors wanted, and that's what it delivered. But, the macro environment changed and what I'll call the \"Growth Leverage\" is now working strongly against PLTR.Here's a hint, from the New York Times, back in November 2021.The Fed has been buying $120 billion in bonds each month and has kept interest rates near zero, policy moves that have helped make borrowing cheap and keep money flowing through the economy. Earlier this month, the Fed took the first step toward withdrawing support for the economy when it announced that it would begin scaling back its Treasury bond and mortgage-backed security purchases by $15 billion a month starting in November.Fast forward about one month, and Bloomberg added:The new rate projections marks a major shift from the last time forecasts were updated in September when officials were evenly split on the need for any rate increases at all in 2022. The new projections also showed policy makers see another three increases as appropriate in 2023 and two more in 2024, bringing the funds rate to 2.1% by the end of that year.Adding it up, the short-term outlook is quite negative. Indeed, depending on your definition, the medium-term outlook is equally negative. Dare I say that I'm bearish in Q2 2022? That doesn't mean I'm screaming \"SELL\" from the top of my lungs. Instead, as I'll explain below, it's more like my expectations are modest, until H2 2022.Some \"Green Shoots\"I largely agree with Forbes on these points:... Palantir further sees its revenues growing at levels of over 30% each year between 2021 through 2025. The longer-term opportunity also looks solid. The company’s artificial intelligence (AI) software tools are trusted by the U.S. government and these technologies are becoming increasingly valuable in the commercial space as well, as AI plays a greater role in the economy.I believe that PLTR will continue to see 30% or higher revenue growth over the next 2-3 years. And, I see artificial intelligence spending to ramp up. NVIDIA (NVDA) CEO Jensen Huang broke it down like this:$300 billion in sales to the auto industry.$300 billion in chips and systems.$300 billion in enterprise software.$100 billion in the video game industry.That's one trillion dollars. And, for each industry, there's a true, deep need for data analytics, data management, strategic decision making, and far more. That's where PLTR fits in, and that's mostly in the commercial space. We know that PLTR is very strong in government, of course.From the Q4 2021 report:Government revenue growth year-over-year:Q1 2021 = 76%Q2 2021 = 66%Q3 2021 = 34%Q4 2021 = 26%And, for good measure...US commercial revenue growth year-over-year:Q1 2021 = 72%Q2 2021 = 90%Q3 2021 = 103%Q4 2021 = 132%For both segments, customer value is up, customer count is up, and more. Gross margins are over 80%. Operating margins are stable. PLTR is still working through post-DPO issues, such as the stock-based compensation. As I explained last year,it'll work out just fine, just slower than investors want.As a relevant aside, the Q4 2021 earnings report that dropped in February 2022 wasn't exactly wonderful:Non-GAAP was $0.02 but missed by $0.02. Revenue is expected to be above consensus in Q1 2022 at least. We'll see.The point is that there's stability or growth in nearly all parts of the business. It's not a perfectly running machine but it's a strong company. And, as I like to point out, it's not going bankrupt because of this:No debt problems.\"Green Shoots\" Part 2So, investors are generally aware of PLTR's customer growth. But, it's useful to consider the other financial metrics of growth.Financial Green Shoots for PLTR (Seeking Alpha)It's all there, in plain view. Clearly, revenue is growing like crazy, even when compared to the Sector. And, both EBITDA Growth and EBIT Growth are crushing the Sector Median; very healthy. Looking forward, EPS forward growth is also outstanding. Even Working Capital is in good shape, which I see as just another buffer against a weak environment for growth.I also encourage investors to look here:Gross Profit Margin is higher than the Sector MedianLevered FCF Margin is higher than the Sector MedianCash from Operations is higher than the Sector MedianAll of this indicates to me that true profits are coming, just not in Q2 2022.Wrap UpWe're stuck right now because of valuation, stock price, SBC, missing Wall Street expectations in Q4 2021, and the macro environment. The big picture is that PLTR is rightfully suppressed. But, digging into the details, it's also true that PLTR is a growth machine with a bright future.Summing it all up, I can say this: I'm not selling PLTR. I'll continue to hold. Or, said differently, I'm neutral about PLTR in the short run, but bullish in the long run. Now is not a bad time to accumulate, or to start a position. Dollar-cost averaging, or dripping, is equally rational for some investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039650404,"gmtCreate":1646026486648,"gmtModify":1676534083580,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Think the though process is right however, just short term benefits they would gain.&nbsp;","listText":"Think the though process is right however, just short term benefits they would gain.&nbsp;","text":"Think the though process is right however, just short term benefits they would gain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039650404","repostId":"1136113195","repostType":4,"repost":{"id":"1136113195","pubTimestamp":1646018513,"share":"https://www.laohu8.com/m/news/1136113195?lang=&edition=full","pubTime":"2022-02-28 11:21","market":"us","language":"en","title":"War in Ukraine Could Benefit Meta, Google, and Twitter Stocks. Here’s How","url":"https://stock-news.laohu8.com/highlight/detail?id=1136113195","media":"Barrons","summary":"The war in Ukraine, like all conflicts, is devastating. But it’s also hard to turn away from. Millio","content":"<html><head></head><body><p>The war in Ukraine, like all conflicts, is devastating. But it’s also hard to turn away from. Millions of people around the world have tuned into social media sites over the past few days as a modern war has played out in real time.</p><p>All these eyeballs are likely to give an unexpected tailwind to some tech companies. Meta Platforms (ticker: FB), the parent company of Facebook and Instagram, as well as Twitter (TWTR) and Google and YouTube parent Alphabet (GOOGL) stand to benefit.</p><p>The conflict in Ukraine has increased engagement for Meta, Twitter, and Alphabet by about 3% to 5%, said Trip Chowdhry, an analyst at Global Equities Research. Chowdhry said YouTube had the strongest Ukraine-related uplift in engagement, followed by Facebook and Instagram before Twitter.</p><p>Chowdhry rates all three companies — which he calls silver-lining stocks — at Aggressive Buy.</p><p>There is a direct link between more user engagement for social media platforms and benefits to their businesses. All three companies named by Chowdhry lean heavily on advertising revenue, which is connected to how many eyeballs users put on ads and how confident advertisers are that their messages will reach potential consumers.</p><p>Global Equities Research isn’t alone in being bullish on Meta, Alphabet, and Twitter. Wall Street is particularly optimistic about Meta, which lost market capitalization on a historic scale earlier this month when the shares tumbled 26% in one day following dismal earnings and an anemic outlook.</p><p>While there remains a major debate about whether Meta is a good buy, the stock is statistically cheap. It’s trading at 16 times this year’s earnings, a 40% discount to its peers. Brokers overwhelmingly rate Meta at Buy, with an average target price among analysts surveyed by FactSet of $327, implying 58% upside. Chowdhry sees Meta at $350.</p><p>It’s a similarly upbeat picture for Alphabet and Twitter. The Google parent is rated at Buy by most brokers, with a target price of $3,476, suggesting 31% upside. And while Twitter is rated at Hold by most brokers, its average target price of $44.71 still implies 28% upside.</p></body></html>","source":"market_watch","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>War in Ukraine Could Benefit Meta, Google, and Twitter Stocks. Here’s How</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\">\nWar in Ukraine Could Benefit Meta, Google, and Twitter Stocks. Here’s How\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-28 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/meta-google-twitter-social-media-stocks-ukraine-war-51645790290?mod=search_headline><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The war in Ukraine, like all conflicts, is devastating. But it’s also hard to turn away from. Millions of people around the world have tuned into social media sites over the past few days as a modern ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/meta-google-twitter-social-media-stocks-ukraine-war-51645790290?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/articles/meta-google-twitter-social-media-stocks-ukraine-war-51645790290?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1136113195","content_text":"The war in Ukraine, like all conflicts, is devastating. But it’s also hard to turn away from. Millions of people around the world have tuned into social media sites over the past few days as a modern war has played out in real time.All these eyeballs are likely to give an unexpected tailwind to some tech companies. Meta Platforms (ticker: FB), the parent company of Facebook and Instagram, as well as Twitter (TWTR) and Google and YouTube parent Alphabet (GOOGL) stand to benefit.The conflict in Ukraine has increased engagement for Meta, Twitter, and Alphabet by about 3% to 5%, said Trip Chowdhry, an analyst at Global Equities Research. Chowdhry said YouTube had the strongest Ukraine-related uplift in engagement, followed by Facebook and Instagram before Twitter.Chowdhry rates all three companies — which he calls silver-lining stocks — at Aggressive Buy.There is a direct link between more user engagement for social media platforms and benefits to their businesses. All three companies named by Chowdhry lean heavily on advertising revenue, which is connected to how many eyeballs users put on ads and how confident advertisers are that their messages will reach potential consumers.Global Equities Research isn’t alone in being bullish on Meta, Alphabet, and Twitter. Wall Street is particularly optimistic about Meta, which lost market capitalization on a historic scale earlier this month when the shares tumbled 26% in one day following dismal earnings and an anemic outlook.While there remains a major debate about whether Meta is a good buy, the stock is statistically cheap. It’s trading at 16 times this year’s earnings, a 40% discount to its peers. Brokers overwhelmingly rate Meta at Buy, with an average target price among analysts surveyed by FactSet of $327, implying 58% upside. Chowdhry sees Meta at $350.It’s a similarly upbeat picture for Alphabet and Twitter. The Google parent is rated at Buy by most brokers, with a target price of $3,476, suggesting 31% upside. And while Twitter is rated at Hold by most brokers, its average target price of $44.71 still implies 28% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095720147,"gmtCreate":1644998919696,"gmtModify":1676533984939,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Thanks.&nbsp;","listText":"Great article. Thanks.&nbsp;","text":"Great article. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095720147","repostId":"1151050587","repostType":4,"repost":{"id":"1151050587","pubTimestamp":1644997785,"share":"https://www.laohu8.com/m/news/1151050587?lang=&edition=full","pubTime":"2022-02-16 15:49","market":"us","language":"en","title":"Microsoft Is on a Buying Binge. Here's What It Could Buy Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1151050587","media":"CNN Business","summary":"New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planne","content":"<html><head></head><body><p>New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.</p><p>The company&#39;s planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is Microsoft&#39;s biggest and boldest acquisition. But it&#39;s hardly the only notable deal in the Nadella era.</p><p>Microsoft (MSFT) scooped up advertising tech business Xandr from CNN owner AT&amp;T (T) late last year for a reported $1 billion. The company also shelled out nearly $20 billion for cloud software firm Nuance earlier in 2021.</p><p>That&#39;s on top of numerous other billion dollar deals Microsoft has made since Nadella took the helm in 2014, including the acquisitions of Minecraft developer Mojang, Bethesda games studio owner ZeniMax Media, open source coding site GitHub and business social media network LinkedIn. The LinkedIn deal was previously Microsoft&#39;s largest, with a value of $26.2 billion.</p><p>Now there are reports Microsoft is looking to buy <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>, the cybersecurity software firm formerly known as FireEye that is currently valued at about $4.5 billion.</p><p>Mandiant CEO Kevin Mandia said on the company&#39;s earnings conference call with analysts last week that it won&#39;t comment on rumors or speculation. Microsoft had no comment either.</p><p>It should come as no surprise that Microsoft might be looking to use some of the massive amount of cash it has on its balance sheet to close some deals. Microsoft has about $130 billion, and would still have around $60 billion left over after the Activision deal closes...assuming it is approved by regulators.</p><p>The cybersecurity business is a major area of focus for Nadella. Last year, Microsoft bought several security startups, including CloudKnox Security, RiskIQ and CyberX.</p><p>Security is a lucrative business for Microsoft since it generates a large chunk of recurring annual subscription revenue. It also helps Microsoft attract more corporate customers for its other numerous, cloud-based subscription software offerings.</p><p>So even if a Mandiant deal doesn&#39;t happen, Microsoft will likely set its sights elsewhere in the same space.</p><p>&#34;Cybercrime is the number <a href=\"https://laohu8.com/S/AONE.U\">one</a> threat facing every business today,&#34; Nadella said during Microsoft&#39;s most recent earnings call with analysts last month. He added that cybersecurity revenue for Microsoft topped $15 billion over the past 12 months, a 45% jump from the previous year.</p><p>Microsoft chief financial officer Amy Hood also noted on a conference call with analysts following the Activision deal announcement that the company is looking for more deals in high-growth markets where Microsoft can &#34;uniquely add value to the users or the community.&#34;</p><p>She didn&#39;t name any industries that the company might be targeting.</p><p>Microsoft isn&#39;t the only tech company on the hunt for deals. With interest rates likely headed higher over the next few months, other cash-rich tech firms may be propelled into action.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> others already have. Intel (INTC) announced Tuesday that it was buying <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM) for $5.4 billion in cash. <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM) said Tuesday it was purchasing Neudesic, a cloud services consulting firm. Terms were not disclosed.</p><p>And there are reports that Cisco Systems (CSCO) has made a $20 billion offer for Big Data firm Splunk (SPLK).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Is on a Buying Binge. Here's What It Could Buy Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Is on a Buying Binge. Here's What It Could Buy Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is ...</p>\n\n<a href=\"https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://edition.cnn.com/2022/02/15/investing/microsoft-mergers/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151050587","content_text":"New York (CNN Business)Microsoft CEO Satya Nadella is on a major shopping spree.The company's planned purchase of video game maker Activision Blizzard, with a price tag of nearly $70 billion, is Microsoft's biggest and boldest acquisition. But it's hardly the only notable deal in the Nadella era.Microsoft (MSFT) scooped up advertising tech business Xandr from CNN owner AT&T (T) late last year for a reported $1 billion. The company also shelled out nearly $20 billion for cloud software firm Nuance earlier in 2021.That's on top of numerous other billion dollar deals Microsoft has made since Nadella took the helm in 2014, including the acquisitions of Minecraft developer Mojang, Bethesda games studio owner ZeniMax Media, open source coding site GitHub and business social media network LinkedIn. The LinkedIn deal was previously Microsoft's largest, with a value of $26.2 billion.Now there are reports Microsoft is looking to buy Mandiant, the cybersecurity software firm formerly known as FireEye that is currently valued at about $4.5 billion.Mandiant CEO Kevin Mandia said on the company's earnings conference call with analysts last week that it won't comment on rumors or speculation. Microsoft had no comment either.It should come as no surprise that Microsoft might be looking to use some of the massive amount of cash it has on its balance sheet to close some deals. Microsoft has about $130 billion, and would still have around $60 billion left over after the Activision deal closes...assuming it is approved by regulators.The cybersecurity business is a major area of focus for Nadella. Last year, Microsoft bought several security startups, including CloudKnox Security, RiskIQ and CyberX.Security is a lucrative business for Microsoft since it generates a large chunk of recurring annual subscription revenue. It also helps Microsoft attract more corporate customers for its other numerous, cloud-based subscription software offerings.So even if a Mandiant deal doesn't happen, Microsoft will likely set its sights elsewhere in the same space.\"Cybercrime is the number one threat facing every business today,\" Nadella said during Microsoft's most recent earnings call with analysts last month. He added that cybersecurity revenue for Microsoft topped $15 billion over the past 12 months, a 45% jump from the previous year.Microsoft chief financial officer Amy Hood also noted on a conference call with analysts following the Activision deal announcement that the company is looking for more deals in high-growth markets where Microsoft can \"uniquely add value to the users or the community.\"She didn't name any industries that the company might be targeting.Microsoft isn't the only tech company on the hunt for deals. With interest rates likely headed higher over the next few months, other cash-rich tech firms may be propelled into action.Two others already have. Intel (INTC) announced Tuesday that it was buying Tower Semiconductor (TSEM) for $5.4 billion in cash. IBM (IBM) said Tuesday it was purchasing Neudesic, a cloud services consulting firm. Terms were not disclosed.And there are reports that Cisco Systems (CSCO) has made a $20 billion offer for Big Data firm Splunk (SPLK).","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095192625,"gmtCreate":1644847548890,"gmtModify":1676533967303,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice article. Thanks!","listText":"Nice article. Thanks!","text":"Nice article. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095192625","repostId":"2211652081","repostType":2,"repost":{"id":"2211652081","pubTimestamp":1644847200,"share":"https://www.laohu8.com/m/news/2211652081?lang=&edition=full","pubTime":"2022-02-14 22:00","market":"us","language":"en","title":"4 Reasons Not to Worry About a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2211652081","media":"Motley Fool","summary":"Market crashes happen. You can't prevent them, but you can put yourself in a position to emerge stronger once they pass.","content":"<html><head></head><body><p>The stock market will crash again. It&#39;s not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the next major drop. How? Well, the Federal Reserve&#39;s expedited meeting scheduled for Monday might lead to faster and more aggressive tapering than the market already expects. That could cause a shift out of riskier assets like stocks, leading to a market correction.</p><p>Whether or not that particular scenario comes into play, the reality is that stocks can go down as well as up. If you recognize that and plan for it appropriately, you can make it through a mere market crash -- and emerge on the other side in a great spot to ride any subsequent recovery.</p><p>With that in mind, here are four reasons not to worry about a stock-market crash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1237784dd4415f4c114f5922023f8e01\" tg-width=\"700\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. You don&#39;t need to sell your stocks today</h2><p>As a general rule, you should not have money invested in stocks that you expect you&#39;ll need to spend within the next five years. If you have followed that guideline, it becomes much easier to stomach a market crash. It&#39;s still not fun, but you can make it through.</p><p>After all, if you don&#39;t need the money immediately, then you don&#39;t have to sell shares when they&#39;re low just to cover your bills. That gives you the chance to not only hold on through a crash, but also to potentially add more to strong companies while they&#39;re near their cheapest. The ability to buy low -- instead of selling low -- allows you to end up in a better spot once the crash passes.</p><h2>2. You have emergency money stocked away, just in case</h2><p>One of the bigger risks most people face when the market crashes isn&#39;t the crash itself, but rather the fact that a down market is often linked to job losses. Even if you fully intend to hold on to your stocks through a crash, if you find yourself without a paycheck and with no cash buffer, you could wind up needing to sell due to that job loss.</p><p>A three- to six-month emergency fund buys you time to both look for another job and figure out ways to cut costs before you feel forced to sell your shares. It&#39;s a buffer that can come in incredibly handy in a tough environment. It&#39;s also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those things that you hope you&#39;ll never have to use -- but if you do, you&#39;ll be incredibly glad it&#39;s there when you need it.</p><h2>3. You own strong companies that still pay their dividends</h2><p>The beauty of a stock&#39;s dividend is that it tends to get paid based on the underlying company&#39;s ability to generate cash, rather than on the stock market&#39;s short-term mood. When companies continue to pay their dividends in a down market, that helps investors in a number of ways.</p><p>First, the cash itself can be used to buy more shares while they&#39;re down -- either of the company that paid the dividend, or of a different one that looks like a compelling value at a low price. That cash becomes available without you having to sell stock or somehow scaring up money from another source, which can be comforting if you&#39;re a bit nervous about the future.</p><p>Second, the fact that companies continue to make their payments from available cash flows can provide a calming effect for investors, even as the market appears to panic around them. After all, there&#39;s nothing quite like cold, hard cash to remind people that there&#39;s a business behind each stock. If a dividend is still supported and getting paid, it means there&#39;s still a successful company there, no matter what the stock price might say at the moment.</p><h2>4. You have a value investor&#39;s mindset</h2><p>Ultimately, a share of stock is an ownership stake in a business. If that business is currently profitable and expected to remain that way, each share is certainly worth <i>something</i>. Value investors recognize that a company&#39;s intrinsic worth is based on its ability to generate cash over time, and not simply on what the market thinks its shares should be priced at today.</p><p>As a result, a market crash can make great companies&#39; shares available at a price below what those value investors believe they&#39;re really worth. That sort of pricing turns value investors into aggressive buyers during a crash, and it&#39;s a key part of the strategy that helped Warren Buffett earn and expand his fortune.</p><p>Especially when combined with the first three reasons not to worry about a stock-market crash, this fourth reason can actually give you an opportunity to profit from one. After all, if you&#39;ve got the cash to ride out the decline <i>and</i> the wherewithal to buy near the lows, you have the opportunity to make some serious coin in any subsequent recovery.</p><h2>Are you ready for the next crash?</h2><p>While these four factors can help you make it through a market crash with much less worry, they all work much better if you have them in place before you need them. So start getting your plan in place today. That way, you&#39;ll be in a much better place the next time the market crashes.</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>4 Reasons Not to Worry About a Stock Market Crash</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\">\n4 Reasons Not to Worry About a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market will crash again. It's not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2022/02/13/4-reasons-not-to-worry-about-a-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211652081","content_text":"The stock market will crash again. It's not a question of whether, but rather when. Perhaps the biggest near-term risk is that high and still rising inflation might provide the push that causes the next major drop. How? Well, the Federal Reserve's expedited meeting scheduled for Monday might lead to faster and more aggressive tapering than the market already expects. That could cause a shift out of riskier assets like stocks, leading to a market correction.Whether or not that particular scenario comes into play, the reality is that stocks can go down as well as up. If you recognize that and plan for it appropriately, you can make it through a mere market crash -- and emerge on the other side in a great spot to ride any subsequent recovery.With that in mind, here are four reasons not to worry about a stock-market crash.Image source: Getty Images.1. You don't need to sell your stocks todayAs a general rule, you should not have money invested in stocks that you expect you'll need to spend within the next five years. If you have followed that guideline, it becomes much easier to stomach a market crash. It's still not fun, but you can make it through.After all, if you don't need the money immediately, then you don't have to sell shares when they're low just to cover your bills. That gives you the chance to not only hold on through a crash, but also to potentially add more to strong companies while they're near their cheapest. The ability to buy low -- instead of selling low -- allows you to end up in a better spot once the crash passes.2. You have emergency money stocked away, just in caseOne of the bigger risks most people face when the market crashes isn't the crash itself, but rather the fact that a down market is often linked to job losses. Even if you fully intend to hold on to your stocks through a crash, if you find yourself without a paycheck and with no cash buffer, you could wind up needing to sell due to that job loss.A three- to six-month emergency fund buys you time to both look for another job and figure out ways to cut costs before you feel forced to sell your shares. It's a buffer that can come in incredibly handy in a tough environment. It's also one of those things that you hope you'll never have to use -- but if you do, you'll be incredibly glad it's there when you need it.3. You own strong companies that still pay their dividendsThe beauty of a stock's dividend is that it tends to get paid based on the underlying company's ability to generate cash, rather than on the stock market's short-term mood. When companies continue to pay their dividends in a down market, that helps investors in a number of ways.First, the cash itself can be used to buy more shares while they're down -- either of the company that paid the dividend, or of a different one that looks like a compelling value at a low price. That cash becomes available without you having to sell stock or somehow scaring up money from another source, which can be comforting if you're a bit nervous about the future.Second, the fact that companies continue to make their payments from available cash flows can provide a calming effect for investors, even as the market appears to panic around them. After all, there's nothing quite like cold, hard cash to remind people that there's a business behind each stock. If a dividend is still supported and getting paid, it means there's still a successful company there, no matter what the stock price might say at the moment.4. You have a value investor's mindsetUltimately, a share of stock is an ownership stake in a business. If that business is currently profitable and expected to remain that way, each share is certainly worth something. Value investors recognize that a company's intrinsic worth is based on its ability to generate cash over time, and not simply on what the market thinks its shares should be priced at today.As a result, a market crash can make great companies' shares available at a price below what those value investors believe they're really worth. That sort of pricing turns value investors into aggressive buyers during a crash, and it's a key part of the strategy that helped Warren Buffett earn and expand his fortune.Especially when combined with the first three reasons not to worry about a stock-market crash, this fourth reason can actually give you an opportunity to profit from one. After all, if you've got the cash to ride out the decline and the wherewithal to buy near the lows, you have the opportunity to make some serious coin in any subsequent recovery.Are you ready for the next crash?While these four factors can help you make it through a market crash with much less worry, they all work much better if you have them in place before you need them. So start getting your plan in place today. That way, you'll be in a much better place the next time the market crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094509128,"gmtCreate":1645166712764,"gmtModify":1676534005303,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice read! Thanks!","listText":"Nice read! Thanks!","text":"Nice read! Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094509128","repostId":"1195946210","repostType":2,"repost":{"id":"1195946210","pubTimestamp":1645151754,"share":"https://www.laohu8.com/m/news/1195946210?lang=&edition=full","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<html><head></head><body><p>Summary</p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul><p>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BAD BEAT Investing</p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p>The play</p><p>Target entry 1: $11.95-$12.15 40% of position</p><p>Target entry 2: $10.80-$11.00 60% of position</p><p>Stop loss: $9</p><p>Target exit: $15</p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p>Discussion</p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><blockquote><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i></blockquote><blockquote><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i></blockquote><blockquote><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i></blockquote><blockquote><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i></blockquote><blockquote><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i></blockquote><blockquote><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i></blockquote><blockquote><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i></blockquote><blockquote><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i></blockquote><p>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.</p><p>Take home</p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</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: The Great Reset</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Great Reset\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4487929-palantir-the-great-reset><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4487929-palantir-the-great-reset\">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/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084688200,"gmtCreate":1650855882012,"gmtModify":1676534804398,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good read. Thank you!","listText":"Good read. Thank you!","text":"Good read. Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084688200","repostId":"2229419405","repostType":2,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084699402,"gmtCreate":1650852620488,"gmtModify":1676534803569,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"True. Definitely buy territory.&nbsp;","listText":"True. Definitely buy territory.&nbsp;","text":"True. Definitely buy territory.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084699402","repostId":"1178991854","repostType":2,"repost":{"id":"1178991854","pubTimestamp":1650851896,"share":"https://www.laohu8.com/m/news/1178991854?lang=&edition=full","pubTime":"2022-04-25 09:58","market":"us","language":"en","title":"Lucid Stock Is Headed Toward Buy Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1178991854","media":"investorplace","summary":"Lucid Motors (LCID) announced a new car to outpace and out cruise high-end competitors.Tesla (TSLA) ","content":"<html><head></head><body><ul><li>Lucid Motors (LCID) announced a new car to outpace and out cruise high-end competitors.</li><li>Tesla (TSLA) is seen as an EV bellwether, but that’s overstating its importance to the market.</li><li>EVs will not be going away, and niche markets are key to survival.</li></ul><p>It was quite a news-filled week for the electric vehicle sector, and Lucid Motors (NASDAQ:LCID) was one of the headliners. LCID stock didn’t get a bump from the news that it’s releasing an even more luxe version of its current sedan, which has more range and more horsepower than its target competitor, Tesla’s (NASDAQ:TSLA) Model S Plaid.</p><p>The EV world is an excellent example of what I call “innovator bias.” What I mean by this is that Elon Musk found a way to bring electric vehicles to the marketplace, and now he and his company are the poster children for the entire industry.</p><p>We’ve seen this before in other industries. We saw it in tech with the rise of the dot-com bubble, with CEOs lifted to an exalted status. The press fawns on them and they become almost untouchable, as do their companies.</p><p>Musk certainly deserves credit for taking down the EV barrier erected by the unimaginative, stultified big carmakers. And SpaceX is another incredible effort in forging a new path in a notoriously capital intensive effort.</p><h2>LCID Stock Has Its Own Lens</h2><p>But the world is changing, and so is the EV sector.</p><p>Unfortunately, most investors still see EVs through the TSLA lens, as though if TSLA isn’t doing well, the entire industry is at risk.</p><p>That is a completely false narrative. However, despite huge competitors entering the space, that hasn’t seemed to cool the ardor of TSLA analysts’ glowing expectations. TSLA has a market cap of more than $1 trillion. It sold less than a million cars last year. And it has a massive target on its back from newcomers and big name companies with global supply chains and service operations.</p><p>Despite all this — not to mention the supply chain crunch in China — its truck isn’t close to prime time. Its delayed opening of its Gigafactory in Germany, where only a quarter of the workers are hired, is apparently a non-event. When factories shut down in China due to the latest Covid-19 surge, the headline was about Nio (NYSE:NIO).</p><p>But all this Tesla news shouldn’t be seen as also being Lucid news.</p><h2>The Rich See Recessions More Than Feel Them</h2><p>As big carmakers enter the market, many are looking down market to attract buyers who aren’t interested or capable of spending six-digit sums on a car to go to the grocery store.</p><p>So is TSLA.</p><p>But LCID is focusing on a niche product. Many reviews say the build quality is superior to TSLA. And its stats certainly put it ahead of Musk machines. Its goal is to build quality high-end EV cars. And also make sure the CEO doesn’t want to pick a fight with the SEC or the President of the United States, or Twitter (NYSE:TWTR) stockholders.</p><p>Also, by catering to the affluent market, it means that its products are more or less recession-proof. This is no time for a start-up to go down market hoping to expand its customer base. Bigger car companies can do that since they have money and manufacturing plants to move around.</p><p>LCID stock, like most newcomers that actually have a good shot if they stay focused, is pretty well positioned here. And given it deep-pocketed Saudi backers, it can take its time to build castles in the sky. For now, it’s doing just fine.</p><p>And when Musk ends up sucked into a major court battle with the U.S. government, or slips up as he tried to juggle a number of capital intensive companies, while also being a unrepentant social media gadfly, it will finally provide oxygen to other EV makers that have good stories to tell as well.</p></body></html>","source":"lsy1606302653667","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>Lucid Stock Is Headed Toward Buy Territory</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\">\nLucid Stock Is Headed Toward Buy Territory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/lucid-stock-is-headed-toward-buy-territory/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid Motors (LCID) announced a new car to outpace and out cruise high-end competitors.Tesla (TSLA) is seen as an EV bellwether, but that’s overstating its importance to the market.EVs will not be ...</p>\n\n<a href=\"https://investorplace.com/2022/04/lucid-stock-is-headed-toward-buy-territory/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2022/04/lucid-stock-is-headed-toward-buy-territory/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178991854","content_text":"Lucid Motors (LCID) announced a new car to outpace and out cruise high-end competitors.Tesla (TSLA) is seen as an EV bellwether, but that’s overstating its importance to the market.EVs will not be going away, and niche markets are key to survival.It was quite a news-filled week for the electric vehicle sector, and Lucid Motors (NASDAQ:LCID) was one of the headliners. LCID stock didn’t get a bump from the news that it’s releasing an even more luxe version of its current sedan, which has more range and more horsepower than its target competitor, Tesla’s (NASDAQ:TSLA) Model S Plaid.The EV world is an excellent example of what I call “innovator bias.” What I mean by this is that Elon Musk found a way to bring electric vehicles to the marketplace, and now he and his company are the poster children for the entire industry.We’ve seen this before in other industries. We saw it in tech with the rise of the dot-com bubble, with CEOs lifted to an exalted status. The press fawns on them and they become almost untouchable, as do their companies.Musk certainly deserves credit for taking down the EV barrier erected by the unimaginative, stultified big carmakers. And SpaceX is another incredible effort in forging a new path in a notoriously capital intensive effort.LCID Stock Has Its Own LensBut the world is changing, and so is the EV sector.Unfortunately, most investors still see EVs through the TSLA lens, as though if TSLA isn’t doing well, the entire industry is at risk.That is a completely false narrative. However, despite huge competitors entering the space, that hasn’t seemed to cool the ardor of TSLA analysts’ glowing expectations. TSLA has a market cap of more than $1 trillion. It sold less than a million cars last year. And it has a massive target on its back from newcomers and big name companies with global supply chains and service operations.Despite all this — not to mention the supply chain crunch in China — its truck isn’t close to prime time. Its delayed opening of its Gigafactory in Germany, where only a quarter of the workers are hired, is apparently a non-event. When factories shut down in China due to the latest Covid-19 surge, the headline was about Nio (NYSE:NIO).But all this Tesla news shouldn’t be seen as also being Lucid news.The Rich See Recessions More Than Feel ThemAs big carmakers enter the market, many are looking down market to attract buyers who aren’t interested or capable of spending six-digit sums on a car to go to the grocery store.So is TSLA.But LCID is focusing on a niche product. Many reviews say the build quality is superior to TSLA. And its stats certainly put it ahead of Musk machines. Its goal is to build quality high-end EV cars. And also make sure the CEO doesn’t want to pick a fight with the SEC or the President of the United States, or Twitter (NYSE:TWTR) stockholders.Also, by catering to the affluent market, it means that its products are more or less recession-proof. This is no time for a start-up to go down market hoping to expand its customer base. Bigger car companies can do that since they have money and manufacturing plants to move around.LCID stock, like most newcomers that actually have a good shot if they stay focused, is pretty well positioned here. And given it deep-pocketed Saudi backers, it can take its time to build castles in the sky. For now, it’s doing just fine.And when Musk ends up sucked into a major court battle with the U.S. government, or slips up as he tried to juggle a number of capital intensive companies, while also being a unrepentant social media gadfly, it will finally provide oxygen to other EV makers that have good stories to tell as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038975917,"gmtCreate":1646727866724,"gmtModify":1676534155639,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","listText":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","text":"Just another evidence that trading stocks is based on emotions. Let's continue to fly blind 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038975917","repostId":"1183643552","repostType":4,"repost":{"id":"1183643552","pubTimestamp":1646708017,"share":"https://www.laohu8.com/m/news/1183643552?lang=&edition=full","pubTime":"2022-03-08 10:53","market":"us","language":"en","title":"Why Palantir Stock Rallied Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1183643552","media":"Motley Fool","summary":"A respected Wall Street firm is less bearish on the software company.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Palantir Technologies</b> rose on Monday, following an analyst upgrade. As of closed, the data analytics company&#39;s stock price was up 1.4% after rising as much as 7.2% earlier in the day.</p><p><b>So what</b></p><p><b>Morgan Stanley</b> analyst Keith Weiss raised his rating on Palantir&#39;s shares from underweight to equal weight. Though he cut his price forecast from $24 to $16 to reflect investors&#39; recent reticence to pay high valuation multiples for tech stocks, his new estimate is still more than 40% higher than Palantir&#39;s current price near $11.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bd6eede9bfb9f8120968e9cc29b06e2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Weiss believes Palantir&#39;s government operations are well situated for the current geological environment. Recent turmoil in Europe should only boost demand for the company&#39;s defense-focused data services.</p><p>Additionally, Weiss expects Palantir&#39;s efforts to build out its commercial salesforce to bear fruit in the coming years. The software company&#39;s commercial revenue jumped 47% year over year in the fourth quarter, including a 132% surge in the U.S.</p><p>Moreover, Weiss notes that Palantir&#39;s stock is now more attractively priced after its recent swoon, particularly when factoring in its growth rates and cash flow production. In turn, he believes that many of the risks inherent in an investment in Palantir are already reflected in its share price.</p><p>Still, Weiss would like to see more stability in Palantir&#39;s operating margins and evidence of stronger growth in its government and commercial segments before upgrading the stock to an overweight rating.</p><p><b>Now what</b></p><p>Even after today&#39;s gains, Palantir&#39;s stock price is down about 38% so far this year. Although its shares aren&#39;t cheap at roughly 60 times analysts&#39; earnings estimates for 2022, they are now much more reasonable, especially when considering Palantir&#39;s greater than 40% projected growth rate over the next five years.</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 Palantir Stock Rallied Monday</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 Palantir Stock Rallied Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Palantir Technologies rose on Monday, following an analyst upgrade. As of closed, the data analytics company's stock price was up 1.4% after rising as much as 7.2% earlier in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183643552","content_text":"What happenedShares of Palantir Technologies rose on Monday, following an analyst upgrade. As of closed, the data analytics company's stock price was up 1.4% after rising as much as 7.2% earlier in the day.So whatMorgan Stanley analyst Keith Weiss raised his rating on Palantir's shares from underweight to equal weight. Though he cut his price forecast from $24 to $16 to reflect investors' recent reticence to pay high valuation multiples for tech stocks, his new estimate is still more than 40% higher than Palantir's current price near $11.25.Image source: Getty Images.Weiss believes Palantir's government operations are well situated for the current geological environment. Recent turmoil in Europe should only boost demand for the company's defense-focused data services.Additionally, Weiss expects Palantir's efforts to build out its commercial salesforce to bear fruit in the coming years. The software company's commercial revenue jumped 47% year over year in the fourth quarter, including a 132% surge in the U.S.Moreover, Weiss notes that Palantir's stock is now more attractively priced after its recent swoon, particularly when factoring in its growth rates and cash flow production. In turn, he believes that many of the risks inherent in an investment in Palantir are already reflected in its share price.Still, Weiss would like to see more stability in Palantir's operating margins and evidence of stronger growth in its government and commercial segments before upgrading the stock to an overweight rating.Now whatEven after today's gains, Palantir's stock price is down about 38% so far this year. Although its shares aren't cheap at roughly 60 times analysts' earnings estimates for 2022, they are now much more reasonable, especially when considering Palantir's greater than 40% projected growth rate over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094551756,"gmtCreate":1645192224858,"gmtModify":1676534007385,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought&nbsp;🤣","listText":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought&nbsp;🤣","text":"Think even she doesn't know what to do these days. Market so crazy. Just pull the plug she thought 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094551756","repostId":"1194989459","repostType":4,"repost":{"id":"1194989459","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":1645190602,"share":"https://www.laohu8.com/m/news/1194989459?lang=&edition=full","pubTime":"2022-02-18 21:23","market":"us","language":"en","title":"Cathie Wood Dumps $56M In Palantir Shares After Dismal Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1194989459","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementon Thursday significantly lowered its exposure toPalantir Technologies Incon the day shares of thePeterThiel-backed company plummeted after it reported worse-than-expected quarterly earnings.The popular investment managementfirm sold 4.77 million shares — estimated to be worth $56.2 million based on Thursday’s closing — in the big data company.Palantir stock closed 15.7% lower at $11.7 a share on Thursday. The stock is down 36.5% year-to-date.Palantir repo","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday significantly lowered its exposure to <b>Palantir Technologies Inc</b> on the day shares of the <b>PeterThiel</b>-backed company plummeted after it reported worse-than-expected quarterly earnings.</p><p>The popular investment management firm sold 4.77 million shares — estimated to be worth $56.2 million based on Thursday’s closing — in the big data company.</p><p>Palantir stock closed 15.7% lower at $11.7 a share on Thursday. The stock is down 36.5% year-to-date.</p><p>Palantir reported fourth-quarter earnings of 2 cents per share before the market opened on Thursday, missing the analyst consensus estimate of 4 cents.</p><p>The software company, known for its work with government agencies, reported quarterly sales of $432.87 million, which beat the analyst consensus estimate of $417.69 million.</p><p>Ark Invest held 30.48 million shares in Palantir, prior to Thursday’s trade, implying it trimmed nearly 16% of the total stake.</p><p>The St. Petersburg, Florida-based investment management firm owns shares in Palantir via all of its active exchange-traded funds, including the flagship <b>Ark Innovation ETF.</b></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>Cathie Wood Dumps $56M In Palantir Shares After Dismal Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Dumps $56M In Palantir Shares After Dismal Earnings\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\">2022-02-18 21:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday significantly lowered its exposure to <b>Palantir Technologies Inc</b> on the day shares of the <b>PeterThiel</b>-backed company plummeted after it reported worse-than-expected quarterly earnings.</p><p>The popular investment management firm sold 4.77 million shares — estimated to be worth $56.2 million based on Thursday’s closing — in the big data company.</p><p>Palantir stock closed 15.7% lower at $11.7 a share on Thursday. The stock is down 36.5% year-to-date.</p><p>Palantir reported fourth-quarter earnings of 2 cents per share before the market opened on Thursday, missing the analyst consensus estimate of 4 cents.</p><p>The software company, known for its work with government agencies, reported quarterly sales of $432.87 million, which beat the analyst consensus estimate of $417.69 million.</p><p>Ark Invest held 30.48 million shares in Palantir, prior to Thursday’s trade, implying it trimmed nearly 16% of the total stake.</p><p>The St. Petersburg, Florida-based investment management firm owns shares in Palantir via all of its active exchange-traded funds, including the flagship <b>Ark Innovation ETF.</b></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":"1194989459","content_text":"Cathie Wood-led Ark Investment Management on Thursday significantly lowered its exposure to Palantir Technologies Inc on the day shares of the PeterThiel-backed company plummeted after it reported worse-than-expected quarterly earnings.The popular investment management firm sold 4.77 million shares — estimated to be worth $56.2 million based on Thursday’s closing — in the big data company.Palantir stock closed 15.7% lower at $11.7 a share on Thursday. The stock is down 36.5% year-to-date.Palantir reported fourth-quarter earnings of 2 cents per share before the market opened on Thursday, missing the analyst consensus estimate of 4 cents.The software company, known for its work with government agencies, reported quarterly sales of $432.87 million, which beat the analyst consensus estimate of $417.69 million.Ark Invest held 30.48 million shares in Palantir, prior to Thursday’s trade, implying it trimmed nearly 16% of the total stake.The St. Petersburg, Florida-based investment management firm owns shares in Palantir via all of its active exchange-traded funds, including the flagship Ark Innovation ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094146325,"gmtCreate":1645096823131,"gmtModify":1676533996428,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Crazy.&nbsp;","listText":"Crazy.&nbsp;","text":"Crazy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094146325","repostId":"1198371121","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095685773,"gmtCreate":1644897010538,"gmtModify":1676533973646,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article. Thanks!","listText":"Great article. Thanks!","text":"Great article. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095685773","repostId":"2211148506","repostType":2,"repost":{"id":"2211148506","pubTimestamp":1644895831,"share":"https://www.laohu8.com/m/news/2211148506?lang=&edition=full","pubTime":"2022-02-15 11:30","market":"us","language":"en","title":"Coca-Cola's 60th Consecutive Dividend Increase is on the Menu","url":"https://stock-news.laohu8.com/highlight/detail?id=2211148506","media":"Simply Wall St.","summary":"With the broad market in the red, it is not surprising to see high interest in traditionally defensi","content":"<html><head></head><body><p>With the broad market in the red, it is not surprising to see high interest in traditionally defensive sectors.</p><p>While not as fancy or exciting as many hyped growth stocks, companies like <a href=\"https://laohu8.com/S/KO\"><b>The Coca-Cola Company</b> </a> have been steadily delivering value to their shareholders.</p><h3>Full-year 2021 results:</h3><ul><li>EPS: US$2.26 (up from US$1.80 in FY 2020).</li><li>Revenue: US$38.7b (up 17% from FY 2020).</li><li>Net income: US$9.77b (up 26% from FY 2020).</li><li>Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue.</li></ul><p>Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%.</p><p>Over the next year, revenue is forecast to grow 8.4%, compared to a 6.5% growth forecast for the industry in the US. Over the last 3 years, on average, earnings per share have increased by 7% per year, whereas the company&#39;s share price has risen by 10% per year.</p><h3>Q4 Highlights</h3><ul><li>Organic revenues up 9%</li><li>Hydration, sports, coffee, and tea products up 12%</li><li>Operating margin down to 17.7% from 27.2% due to increase in marketing expenses</li></ul><p>Reflecting on the results, CEO James Quincey expressed his satisfaction about beating the metrics across the board compared to 2019. He remained confident about the company&#39;s position to face the latest challenges, including labor shortages, supply chain bottlenecks, and inflationary pressures.</p><h3>What are Coca-Cola&#39;s Returns?</h3><p>Over half a decade, Coca-Cola managed to grow its earnings per share at 8.4% a year. So the EPS growth rate is relatively close to the annualized share price gain of 8% per year. Therefore one could conclude that sentiment towards the shares hasn&#39;t morphed very much. Indeed, it would appear the share price is reacting to the EPS.</p><p>You can see how EPS has changed over time in the image below (click on the chart to see the exact values).</p><p><img src=\"https://static.tigerbbs.com/fe367d438b38ab35e5782b2305fc2bf3\" tg-width=\"821\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NYSE: KO Earnings Per Share Growth February 14th, 2022</p><p>We know that Coca-Cola has improved its bottom line lately, but will it grow revenue? This <b>free</b> report showing analyst revenue forecasts should help you determine if the EPS growth can be sustained.</p><h3>Dividend Hike on the Menu</h3><p>The company is expected to announce the 60th consecutive dividend increase this week, as it historically tends to announce it on the third Thursday of February. With the current payout ratio of 74%, the company has some leeway to increase the dividend, but we don&#39;t expect it to go crazy.</p><p>Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off.It&#39;s fair to say that the TSR gives a more complete picture for stocks that pay a dividend.As it happens, Coca-Cola&#39;s TSR for the last 5 years was 72%, which exceeds the share price return mentioned earlier.This is primarily a result of its dividend payments.</p><h3>A Different Perspective</h3><p>Coca-Cola has rewarded shareholders with a total shareholder return of 23% in the last twelve months, including the dividend. That gain is better than the annual TSR over five years, which is 11%. Therefore it seems like sentiment around the company has been positive lately.</p><p>While the stock trades at a historically elevated P/E of 27, a reliable dividend and defensive positioning make it an attractive candidate to preserve the capital during turbulent times.</p><p>Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time.While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For instance, we&#39;ve identified  <b> 1 warning sign for Coca-Cola</b>  that you should be aware of.</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>Coca-Cola's 60th Consecutive Dividend Increase is on the Menu</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\">\nCoca-Cola's 60th Consecutive Dividend Increase is on the Menu\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/coca-colas-nyse-ko-60th-132040020.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the broad market in the red, it is not surprising to see high interest in traditionally defensive sectors.While not as fancy or exciting as many hyped growth stocks, companies like The Coca-Cola ...</p>\n\n<a href=\"https://finance.yahoo.com/news/coca-colas-nyse-ko-60th-132040020.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","KO":"可口可乐","BK4177":"软饮料","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓"},"source_url":"https://finance.yahoo.com/news/coca-colas-nyse-ko-60th-132040020.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211148506","content_text":"With the broad market in the red, it is not surprising to see high interest in traditionally defensive sectors.While not as fancy or exciting as many hyped growth stocks, companies like The Coca-Cola Company  have been steadily delivering value to their shareholders.Full-year 2021 results:EPS: US$2.26 (up from US$1.80 in FY 2020).Revenue: US$38.7b (up 17% from FY 2020).Net income: US$9.77b (up 26% from FY 2020).Profit margin: 25% (up from 24% in FY 2020). The increase in margin was driven by higher revenue.Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%.Over the next year, revenue is forecast to grow 8.4%, compared to a 6.5% growth forecast for the industry in the US. Over the last 3 years, on average, earnings per share have increased by 7% per year, whereas the company's share price has risen by 10% per year.Q4 HighlightsOrganic revenues up 9%Hydration, sports, coffee, and tea products up 12%Operating margin down to 17.7% from 27.2% due to increase in marketing expensesReflecting on the results, CEO James Quincey expressed his satisfaction about beating the metrics across the board compared to 2019. He remained confident about the company's position to face the latest challenges, including labor shortages, supply chain bottlenecks, and inflationary pressures.What are Coca-Cola's Returns?Over half a decade, Coca-Cola managed to grow its earnings per share at 8.4% a year. So the EPS growth rate is relatively close to the annualized share price gain of 8% per year. Therefore one could conclude that sentiment towards the shares hasn't morphed very much. Indeed, it would appear the share price is reacting to the EPS.You can see how EPS has changed over time in the image below (click on the chart to see the exact values).NYSE: KO Earnings Per Share Growth February 14th, 2022We know that Coca-Cola has improved its bottom line lately, but will it grow revenue? This free report showing analyst revenue forecasts should help you determine if the EPS growth can be sustained.Dividend Hike on the MenuThe company is expected to announce the 60th consecutive dividend increase this week, as it historically tends to announce it on the third Thursday of February. With the current payout ratio of 74%, the company has some leeway to increase the dividend, but we don't expect it to go crazy.Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off.It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend.As it happens, Coca-Cola's TSR for the last 5 years was 72%, which exceeds the share price return mentioned earlier.This is primarily a result of its dividend payments.A Different PerspectiveCoca-Cola has rewarded shareholders with a total shareholder return of 23% in the last twelve months, including the dividend. That gain is better than the annual TSR over five years, which is 11%. Therefore it seems like sentiment around the company has been positive lately.While the stock trades at a historically elevated P/E of 27, a reliable dividend and defensive positioning make it an attractive candidate to preserve the capital during turbulent times.Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time.While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For instance, we've identified   1 warning sign for Coca-Cola  that you should be aware of.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030127819,"gmtCreate":1645665617275,"gmtModify":1676534050991,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, there are lovers and there are haters. And then there are the ones who profit from either.&nbsp;","listText":"Well, there are lovers and there are haters. And then there are the ones who profit from either.&nbsp;","text":"Well, there are lovers and there are haters. And then there are the ones who profit from either.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030127819","repostId":"1160406885","repostType":4,"repost":{"id":"1160406885","pubTimestamp":1645660307,"share":"https://www.laohu8.com/m/news/1160406885?lang=&edition=full","pubTime":"2022-02-24 07:51","market":"us","language":"en","title":"Elon Musk Applauded a Justice Department Probe of Former Tesla Short Sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=1160406885","media":"business insider","summary":"Tesla chief Elon Musk applauded the US Department of Justice's probe into potential short-seller abuses — and snubbed the US Securities and Exchange Commission — in a rare email to a media outlet.In a","content":"<html><head></head><body><p>Tesla chief Elon Musk applauded the US Department of Justice&#39;s probe into potential short-seller abuses — and snubbed the US Securities and Exchange Commission — in a rare email to a media outlet.</p><p>In a Tuesday email to CNBC, Musk said, &#34;I am greatly encouraged by the Justice Department investigating short sellers. This is something the SEC should have done, but, curiously, did not.&#34;</p><p>Dozens of short sellers have been caught up in a Justice Department probe into their practices and whether they conspired to drive down stock prices by sharing critical research reports before their wider publication. Andrew Left and Carson Block, two short sellers who have reportedly bet against Tesla stock in the past, have been caught up in the inquiry.</p><p>As for the SEC, the regulator and Musk have had a contentious relationship stoked by the Tesla chief&#39;s Twitter account and probes from the agency. Most recently, the SEC pushed back after Musk accused the agency of harassment and &#34;endless, unfounded investigations.&#34;</p><p>Musk, who is known for avoiding media and opting to share information on Twitter, did not immediately respond to Insider&#39;s request for comment. The SEC and Justice Department declined to comment.</p><p>In his email to CNBC, the Tesla chief also lashed out at &#34;sophisticated hedge funds,&#34; which he said take advantage of small investors.</p><p>&#34;They will short a company, conduct a negative publicity campaign to drive the stock price down temporarily and cash out, then do it all over again many times,&#34; he said in the email. &#34;The term for this, as you may be aware, is &#39;short &amp; distort.&#39;&#34;</p><p>His comments echo a tweet he wrote amid the GameStop trading mania early last year when he questioned short-seller practices and called it a &#34;scam.&#34;</p><p>So far this year, Tesla shares have sunk 35% amid a broader market slump that has hit tech and high-growth stocks the hardest.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Applauded a Justice Department Probe of Former Tesla Short Sellers</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\">\nElon Musk Applauded a Justice Department Probe of Former Tesla Short Sellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.in/stock-market/news/elon-musk-applauded-a-justice-department-probe-of-former-tesla-short-sellers/articleshow/89783968.cms><strong>business insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla chief Elon Musk applauded the US Department of Justice's probe into potential short-seller abuses — and snubbed the US Securities and Exchange Commission — in a rare email to a media outlet.In a...</p>\n\n<a href=\"https://www.businessinsider.in/stock-market/news/elon-musk-applauded-a-justice-department-probe-of-former-tesla-short-sellers/articleshow/89783968.cms\">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.businessinsider.in/stock-market/news/elon-musk-applauded-a-justice-department-probe-of-former-tesla-short-sellers/articleshow/89783968.cms","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160406885","content_text":"Tesla chief Elon Musk applauded the US Department of Justice's probe into potential short-seller abuses — and snubbed the US Securities and Exchange Commission — in a rare email to a media outlet.In a Tuesday email to CNBC, Musk said, \"I am greatly encouraged by the Justice Department investigating short sellers. This is something the SEC should have done, but, curiously, did not.\"Dozens of short sellers have been caught up in a Justice Department probe into their practices and whether they conspired to drive down stock prices by sharing critical research reports before their wider publication. Andrew Left and Carson Block, two short sellers who have reportedly bet against Tesla stock in the past, have been caught up in the inquiry.As for the SEC, the regulator and Musk have had a contentious relationship stoked by the Tesla chief's Twitter account and probes from the agency. Most recently, the SEC pushed back after Musk accused the agency of harassment and \"endless, unfounded investigations.\"Musk, who is known for avoiding media and opting to share information on Twitter, did not immediately respond to Insider's request for comment. The SEC and Justice Department declined to comment.In his email to CNBC, the Tesla chief also lashed out at \"sophisticated hedge funds,\" which he said take advantage of small investors.\"They will short a company, conduct a negative publicity campaign to drive the stock price down temporarily and cash out, then do it all over again many times,\" he said in the email. \"The term for this, as you may be aware, is 'short & distort.'\"His comments echo a tweet he wrote amid the GameStop trading mania early last year when he questioned short-seller practices and called it a \"scam.\"So far this year, Tesla shares have sunk 35% amid a broader market slump that has hit tech and high-growth stocks the hardest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094149517,"gmtCreate":1645096280546,"gmtModify":1676533996352,"author":{"id":"4105256809338850","authorId":"4105256809338850","name":"EA84","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094149517","repostId":"1198371121","repostType":2,"repost":{"id":"1198371121","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645096079,"share":"https://www.laohu8.com/m/news/1198371121?lang=&edition=full","pubTime":"2022-02-17 19:07","market":"us","language":"en","title":"Palantir Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1198371121","media":"Tiger Newspress","summary":"Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.Palan","content":"<html><head></head><body><p>Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.<img src=\"https://static.tigerbbs.com/22b683204f486921e68d73b5c4e4491d\" tg-width=\"738\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/>Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm&#39;s fourth-quarter revenue.</p><p>Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir&#39;s next leg of growth is widely expected to come from commercial contracts with large businesses.</p><p>The company, which provides its software only to the United States and &#34;its allies&#34;, tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.</p><p>&#34;You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue,&#34; Chief Operating Officer Shyam Sankar told Reuters in an interview.</p><p>The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.</p><p>Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.</p><p>However, experts have raised concerns over Palantir&#39;s reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.</p><p>Addressing the concerns, COO Sankar said the company&#39;s net dollar retention rate reveals the &#34;stickiness&#34; of its software with customers.</p><p>Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.</p><p>Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.</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 Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-17 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.<img src=\"https://static.tigerbbs.com/22b683204f486921e68d73b5c4e4491d\" tg-width=\"738\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/>Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm&#39;s fourth-quarter revenue.</p><p>Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir&#39;s next leg of growth is widely expected to come from commercial contracts with large businesses.</p><p>The company, which provides its software only to the United States and &#34;its allies&#34;, tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.</p><p>&#34;You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue,&#34; Chief Operating Officer Shyam Sankar told Reuters in an interview.</p><p>The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.</p><p>Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.</p><p>However, experts have raised concerns over Palantir&#39;s reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.</p><p>Addressing the concerns, COO Sankar said the company&#39;s net dollar retention rate reveals the &#34;stickiness&#34; of its software with customers.</p><p>Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.</p><p>Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.</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":"1198371121","content_text":"Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm's fourth-quarter revenue.Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir's next leg of growth is widely expected to come from commercial contracts with large businesses.The company, which provides its software only to the United States and \"its allies\", tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.\"You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue,\" Chief Operating Officer Shyam Sankar told Reuters in an interview.The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.However, experts have raised concerns over Palantir's reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.Addressing the concerns, COO Sankar said the company's net dollar retention rate reveals the \"stickiness\" of its software with customers.Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}