Lolollol personal page - To The Moon

Lolollol

Lolollol

No personal profile

2Follow

3Followers

1Topic

0Badge

06-25 07:51

$NVIDIA Corp(NVDA)$ Still can go lower

06-21

$NVIDIA Corp(NVDA)$ Overpriced

01-26

$Tesla Motors(TSLA)$ Deep shit now

01-22

$NIO Inc.(NIO)$ Freefall

01-12

$Tesla Motors(TSLA)$ Below 200

2023-12-26

$NIO Inc.(NIO)$ Come on make it 10 tomorrow

2023-12-21

For sure above 9 or even 10 before coming back to 8

2023-12-18

$NIO Inc.(NIO)$ 10 coming

2023-12-14

$NIO Inc.(NIO)$ 8 cming

2023-12-08

Very positive thinking

Microsoft's Progression Toward $575

2023-12-06

Hype la

Sorry, the original content has been removed

2023-12-01

$NIO Inc.(NIO)$ New low soon

2023-12-01

$Tesla Motors(TSLA)$ Down

2023-11-30

cannot

Could Palantir Become the Next Microsoft?

2023-11-29

$Microsoft(MSFT)$ 400

2023-11-28

I see lol

Microsoft: Priced For Zero Interest Rates

2023-11-17

$NIO Inc.(NIO.SI)$ New low?

2023-11-13

$Microsoft(MSFT)$ hold until $400

2023-11-11

$Microsoft(MSFT)$ To the moon

2023-11-10

$Alibaba(BABA)$ Useless stock

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4107139468876280,"uuid":"4107139468876280","gmtCreate":1644036399984,"gmtModify":1648577529007,"name":"Lolollol","pinyin":"lolollol","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":2,"tweetSize":89,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":2,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":320471628538128,"gmtCreate":1719273069394,"gmtModify":1719273073081,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Still can go lower","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Still can go lower","text":"$NVIDIA Corp(NVDA)$ Still can go lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320471628538128","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319220504997968,"gmtCreate":1718960522288,"gmtModify":1718960526092,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","text":"$NVIDIA Corp(NVDA)$ Overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319220504997968","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178861473223322","authorId":"4178861473223322","name":"poopsy","avatar":"https://community-static.tradeup.com/news/bfb5ebdc533da0c188b0cc34c0418a59","crmLevel":1,"crmLevelSwitch":0},"content":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","text":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","html":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267032458854664,"gmtCreate":1706203492864,"gmtModify":1706206105068,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Deep shit now","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Deep shit now","text":"$Tesla Motors(TSLA)$ Deep shit now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267032458854664","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265877569458464,"gmtCreate":1705932062421,"gmtModify":1705932065076,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> Freefall","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> Freefall","text":"$NIO Inc.(NIO)$ Freefall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265877569458464","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262258632646848,"gmtCreate":1705062023080,"gmtModify":1705062025741,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Below 200","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Below 200","text":"$Tesla Motors(TSLA)$ Below 200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262258632646848","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256356089045288,"gmtCreate":1703606217904,"gmtModify":1703606221430,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on make it 10 tomorrow","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on make it 10 tomorrow","text":"$NIO Inc.(NIO)$ Come on make it 10 tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256356089045288","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254417020969216,"gmtCreate":1703150184046,"gmtModify":1703150188165,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"For sure above 9 or even 10 before coming back to 8","listText":"For sure above 9 or even 10 before coming back to 8","text":"For sure above 9 or even 10 before coming back to 8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254417020969216","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253441846870256,"gmtCreate":1702894492484,"gmtModify":1702894495585,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>10 coming","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>10 coming","text":"$NIO Inc.(NIO)$ 10 coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253441846870256","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252034597957928,"gmtCreate":1702565772899,"gmtModify":1702565778425,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>8 cming","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>8 cming","text":"$NIO Inc.(NIO)$ 8 cming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252034597957928","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249720247419096,"gmtCreate":1702016872969,"gmtModify":1702016877591,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very positive thinking","listText":"Very positive thinking","text":"Very positive thinking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249720247419096","repostId":"2389078525","repostType":2,"repost":{"id":"2389078525","pubTimestamp":1702014888,"share":"https://www.laohu8.com/m/news/2389078525?lang=&edition=full","pubTime":"2023-12-08 13:54","market":"us","language":"en","title":"Microsoft's Progression Toward $575","url":"https://stock-news.laohu8.com/highlight/detail?id=2389078525","media":"GuruFocus.com","summary":"In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial","content":"<html><head></head><body><p>In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure&#39;s striking revenue growth, strategic artificial intelligence integration and increasing market dominance.</p><p>As the cloud market evolves and the U.S. economy experiences shifts, Azure&#39;s performance stands out, underscoring Microsoft&#39;s prowess in the sector. This growth story is not just about numbers; it&#39;s a testament to Azure&#39;s integral role in the Intelligent Cloud segment, with revenue soaring to $24.3 billion in the first quarter of fiscal 2024.</p><p>This narrative delves into how Microsoft&#39;s forward-looking investments and robust service portfolio position Azure as a long-term player in the cloud market amidst an ever-changing economic landscape.</p><h3 id=\"id_790705270\">Azure is a long-term game</h3><p>Azure&#39;s revenue growth has been a standout factor for Microsoft, consistently showcasing impressive numbers. In the first quarter, the Intelligent Cloud segment recorded revenue of $24.3 billion, representing a remarkable 19% increase year over year, primarily propelled by Azure (up 21%).</p><p>Moreover, the broader Microsoft Cloud revenue reached an impressive $31.8 billion, surging 24%. Over the long term, Intelligent Cloud&#39;s revenue boosted by 17% in 2023 year-over-year to $88 billion. Intelligent Cloud represents 41.5% of Microsoft&#39;s total revenue in 2023 as compared to 37.8% in 2022, signifying its growing vitality in Microsoft&#39;s topline.</p><p>Additionally, the consistent revenue growth also reaffirms Azure&#39;s strong market presence and demand for cloud services. The software&#39;s rapid expansion aligns with the global shift toward cloud computing. Microsoft&#39;s ability to capitalize on this trend by offering a comprehensive suite of cloud solutions has significantly contributed to Azure&#39;s revenue surge. Therefore, the company&#39;s consistent investments in the infrastructure, robust service offerings and technological advancements have solidified its market position.</p><p>Favorably, Azure holds a 23% share of the global cloud market as of the third quarter, up from nearly 21% in the prior-year period. Azure&#39;s continuous market share gain proves its ability to attract more organizations to migrate their workloads to Microsoft&#39;s cloud.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8028d918ca635ea50945dd310456858\" tg-width=\"905\" tg-height=\"552\"/></p><p>Source: elcorecloud</p><p>Further, Microsoft&#39;s substantial investments (of $11.2 billion) in scaling AI across Azure services signify its strategic focus on leveraging the technology. Integrating AI across various layers of the tech stack drives productivity gains and operational efficiency for clients. The company&#39;s collaborations with giant AI entities like OpenAI, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) and Hugging Face further solidify its AI capabilities.</p><p>Azure&#39;s versatility is reflected in its diverse clientele across various sectors, such as health care, finance, manufacturing and technology. Notable companies like PepsiCo (NASDAQ:PEP), Vodafone (NASDAQ:VOD), Atrium Health, Northwestern Medicine and SingHealth leverage Azure&#39;s capabilities, showcasing its relevance across different industries.</p><p>For instance, introducing specialized solutions like Dragon Ambient eXperience in health care exemplifies Microsoft&#39;s focus on developing industry-specific solutions. Also, the company&#39;s success in catering to specific sectors, such as finance, by offering solutions for migrating Oracle (NYSE:ORCL) databases to Azure highlights its strategic partnerships.</p><p>Additionally, Azure&#39;s capability to support SAP (NYSE:SAP) workloads for companies like Brother Industries (BRTHY), Hanes (NYSE:HBI), and ZEISS (CZMWF) further emphasizes its reliability and versatility in handling enterprise-level cloud services.</p><p>At the bottom line, the improvement in Microsoft Cloud&#39;s gross margin percentage to 73% in the first quarter signifies Azure&#39;s ability to generate significant returns. Fundamentally, the improvement, excluding accounting estimate changes, reflects the platform&#39;s ability to manage costs and enhance profitability while catering to escalating cloud demand.</p><p>Finally, despite scaling AI infrastructure to meet growing demand, Azure showcased improved margins, a critical factor in sustaining profitability while expanding services. As a result, Intelligent Cloud&#39;s operating income boosted by 14% during 2023 over 2022&#39;s levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57245ba6478fedbbf5485a6325a54e9c\" tg-width=\"909\" tg-height=\"439\"/></p><p>Source: Microsoft.com/investor</p><p>Last but not least, Microsoft&#39;s forward approach and focus on investing in cloud and AI opportunities while focusing on operational efficiency bode well for Azure&#39;s future growth. Expectations of sustained revenue growth of 17% to 18% year over year for Intelligent Cloud in second-quarter 2024 ($25.1 billion to $25.4 billion) indicate a robust trajectory for Azure&#39;s expansion (26% to 27% revenue growth year over year). Overall, anticipating stable Azure revenue growth supported by new workload trends and increased AI contributions signifies the platform&#39;s potential for consistent growth.</p><h3 id=\"id_3643120410\">Fundamental dominance in the cloud market</h3><p>Azure&#39;s substantial market share and growth are derived from its diversified cloud services, such as infrastructure-as-a-service, platform-as-a-service (PaaS) and software-as-a-service (SaaS).</p><p>2024 IT spending may increase by 8% year over year to hit $5.1 trillion globally. Especially based on increased cloud spending (due to increased prices and utilization), investments in the software and services segments may experience double-digit growth. To be specific, spending on data center systems may experience growth of 9.5% in 2024.</p><p>Although generative AI is not expected to impact IT spending positively until 2025, the present focus lays the groundwork for future developments. As mentioned earlier, Microsoft has heavily invested in AI research and development, integrating the software&#39;s capabilities into its products and services to absorb the potential impact.</p><p>Notably, global public cloud end-user spending may follow a rapid growth trajectory, nearly 20% year over year, with estimates climbing from $563.6 billion in 2023 to an anticipated $678.8 billion in 2024. This surge is primarily attributed to cloud vendor price increases and increased utilization. Hence, as cloud spending rises, Microsoft&#39;s Azure capitalizes on this trend.</p><p>Fundamentally, the cloud market&#39;s segmented growth reveals specific areas poised for substantial expansion. IaaS is expected to lead in end-user spending growth, projected at an impressive rate of 26.6% in 2024 and PaaS follows, with a forecasted growth rate of 21.5%. Thus, Microsoft&#39;s diversified service portfolio, including Azure Virtual Machines, Azure Kubernetes Service and Azure App Service, positions it strategically to capture growth in these high-growth segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7372402b93b674e2085e03f182fe787b\" tg-width=\"903\" tg-height=\"568\"/></p><p>Source: Gartner.com</p><p>Additionally, the prominence of industry cloud platforms is a pivotal trend. Gartner predicts that by 2027, over 70% of enterprises (compared to less than 15% in 2023) will leverage industry cloud platforms to accelerate growth. These platforms amalgamate SaaS, PaaS and IaaS services to meet industry-specific demands, aligning perfectly with Microsoft&#39;s strategy.</p><p>Thus, Microsoft&#39;s recognition as a leader in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure underscores its strength in providing cloud-native infrastructure attributes for distributed deployments. Azure Arc, Azure Kubernetes Service and Azure Stack HCI demonstrate Microsoft&#39;s focus on delivering adaptable, unified control plane solutions across diverse deployment scenarios.</p><p>Finally, this leadership status solidifies the company&#39;s reputation and competence in facilitating distributed infrastructure, enhancing its attractiveness to businesses seeking flexible and scalable cloud solutions. As a result, it may continue to benefit Microsoft&#39;s revenue growth over the long term.</p><h3 id=\"id_1113132904\">Downside lies in macroeconomic outlook</h3><p>On the downside, due to the industry&#39;s focus on cost control, operational efficiencies, capital restrictions (due to weak stocks and bonds) or margin issues, the majority of CIOs are experiencing change fatigue, hesitating to invest in new projects and initiatives, which could lead to a delay in IT spending that may extend into 2025.</p><p>Therefore, the forecasts suggest business investment may experience a relatively low growth rate of 1.75% in 2024. However, despite this trend, Microsoft&#39;s diverse portfolio across software, cloud services and AI positions it as a resilient player in an environment where businesses might delay investments in new projects.</p><p>On the positive side, according to Goldman Sachs, there are expectations for a further decrease in inflation pace in 2024 (to reach 2.5% to 3%). Reduced inflation may positively affect business spending, potentially freeing up resources for investment to upgrade their IT infrastructure.</p><p>Finally, the U.S. economy is now attached to a lower probability of recession in 2024, 15% in third-quarter 2023 compared to 35% in the first quater, due to positive trends in inflation and the labor market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817a410e3d3a901bca946723d885a7bf\" tg-width=\"883\" tg-height=\"541\"/></p><p>Source: Goldman Sachs</p><h3 id=\"id_1278477742\">Technical take: Targeting $575 by 2024</h3><p>Microsoft&#39;s stock price experienced a rapid recovery and new highs during October and November. However, the formation of the Doji candle signifies market indecision, which may lead to prices going in either direction.</p><p>On the downside, the price may hit the pivot level at $347 by the end of 2023 or, in the case of a Santa Claus rally, it may reach $416. Any negative development or most pessimistic scenario may hit the dynamic support level (52-week exponential moving average) at $307.</p><p>On the upside, the price may hit $575 (derived from Fibonacci retracement) by the end of 2024 based on current momentum. Most importantly, the 52-week EMA may be a navigator during the trend. Collectively, moving averages signal a strong buy state for the stock price.</p><p>Assessing the relative valuation, at the current price-earnings ratio of 36, Microsoft&#39;s stock is fairly valued compared to U.S. cloud peers. On an absolute basis, Microsoft&#39;s stock is modestly overvalued by around 13% relative to the historical average (five years) price-earnings ratio of 32. Therefore, new bulls can take advantage of possible downward moves in the stock price that may follow the formation of the Doji candle.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2453f8689a2195722da8488ed6fa5c1\" tg-width=\"915\" tg-height=\"380\"/></p><p>Source: tradingview.com</p><h3 id=\"id_1886827259\">Takeaway</h3><p>Despite potential macroeconomic challenges, Microsoft&#39;s diverse portfolio, including software, cloud services and AI, positions it as a resilient contender in the industry. The anticipated decrease in inflation and a lower probability of recession in 2024 could further bolster business investment in IT infrastructure, benefiting Microsoft&#39;s Azure platform.</p><p>This article first appeared on GuruFocus. <br/></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>Microsoft's Progression Toward $575</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's Progression Toward $575\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","LU0171293334.USD":"贝莱德英国基金A2","BK4588":"碎股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4504":"桥水持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","MSFT":"微软","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4548":"巴美列捷福持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4023":"应用软件","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC"},"source_url":"https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2389078525","content_text":"In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial intelligence integration and increasing market dominance.As the cloud market evolves and the U.S. economy experiences shifts, Azure's performance stands out, underscoring Microsoft's prowess in the sector. This growth story is not just about numbers; it's a testament to Azure's integral role in the Intelligent Cloud segment, with revenue soaring to $24.3 billion in the first quarter of fiscal 2024.This narrative delves into how Microsoft's forward-looking investments and robust service portfolio position Azure as a long-term player in the cloud market amidst an ever-changing economic landscape.Azure is a long-term gameAzure's revenue growth has been a standout factor for Microsoft, consistently showcasing impressive numbers. In the first quarter, the Intelligent Cloud segment recorded revenue of $24.3 billion, representing a remarkable 19% increase year over year, primarily propelled by Azure (up 21%).Moreover, the broader Microsoft Cloud revenue reached an impressive $31.8 billion, surging 24%. Over the long term, Intelligent Cloud's revenue boosted by 17% in 2023 year-over-year to $88 billion. Intelligent Cloud represents 41.5% of Microsoft's total revenue in 2023 as compared to 37.8% in 2022, signifying its growing vitality in Microsoft's topline.Additionally, the consistent revenue growth also reaffirms Azure's strong market presence and demand for cloud services. The software's rapid expansion aligns with the global shift toward cloud computing. Microsoft's ability to capitalize on this trend by offering a comprehensive suite of cloud solutions has significantly contributed to Azure's revenue surge. Therefore, the company's consistent investments in the infrastructure, robust service offerings and technological advancements have solidified its market position.Favorably, Azure holds a 23% share of the global cloud market as of the third quarter, up from nearly 21% in the prior-year period. Azure's continuous market share gain proves its ability to attract more organizations to migrate their workloads to Microsoft's cloud.Source: elcorecloudFurther, Microsoft's substantial investments (of $11.2 billion) in scaling AI across Azure services signify its strategic focus on leveraging the technology. Integrating AI across various layers of the tech stack drives productivity gains and operational efficiency for clients. The company's collaborations with giant AI entities like OpenAI, Meta Platforms (NASDAQ:META) and Hugging Face further solidify its AI capabilities.Azure's versatility is reflected in its diverse clientele across various sectors, such as health care, finance, manufacturing and technology. Notable companies like PepsiCo (NASDAQ:PEP), Vodafone (NASDAQ:VOD), Atrium Health, Northwestern Medicine and SingHealth leverage Azure's capabilities, showcasing its relevance across different industries.For instance, introducing specialized solutions like Dragon Ambient eXperience in health care exemplifies Microsoft's focus on developing industry-specific solutions. Also, the company's success in catering to specific sectors, such as finance, by offering solutions for migrating Oracle (NYSE:ORCL) databases to Azure highlights its strategic partnerships.Additionally, Azure's capability to support SAP (NYSE:SAP) workloads for companies like Brother Industries (BRTHY), Hanes (NYSE:HBI), and ZEISS (CZMWF) further emphasizes its reliability and versatility in handling enterprise-level cloud services.At the bottom line, the improvement in Microsoft Cloud's gross margin percentage to 73% in the first quarter signifies Azure's ability to generate significant returns. Fundamentally, the improvement, excluding accounting estimate changes, reflects the platform's ability to manage costs and enhance profitability while catering to escalating cloud demand.Finally, despite scaling AI infrastructure to meet growing demand, Azure showcased improved margins, a critical factor in sustaining profitability while expanding services. As a result, Intelligent Cloud's operating income boosted by 14% during 2023 over 2022's levels.Source: Microsoft.com/investorLast but not least, Microsoft's forward approach and focus on investing in cloud and AI opportunities while focusing on operational efficiency bode well for Azure's future growth. Expectations of sustained revenue growth of 17% to 18% year over year for Intelligent Cloud in second-quarter 2024 ($25.1 billion to $25.4 billion) indicate a robust trajectory for Azure's expansion (26% to 27% revenue growth year over year). Overall, anticipating stable Azure revenue growth supported by new workload trends and increased AI contributions signifies the platform's potential for consistent growth.Fundamental dominance in the cloud marketAzure's substantial market share and growth are derived from its diversified cloud services, such as infrastructure-as-a-service, platform-as-a-service (PaaS) and software-as-a-service (SaaS).2024 IT spending may increase by 8% year over year to hit $5.1 trillion globally. Especially based on increased cloud spending (due to increased prices and utilization), investments in the software and services segments may experience double-digit growth. To be specific, spending on data center systems may experience growth of 9.5% in 2024.Although generative AI is not expected to impact IT spending positively until 2025, the present focus lays the groundwork for future developments. As mentioned earlier, Microsoft has heavily invested in AI research and development, integrating the software's capabilities into its products and services to absorb the potential impact.Notably, global public cloud end-user spending may follow a rapid growth trajectory, nearly 20% year over year, with estimates climbing from $563.6 billion in 2023 to an anticipated $678.8 billion in 2024. This surge is primarily attributed to cloud vendor price increases and increased utilization. Hence, as cloud spending rises, Microsoft's Azure capitalizes on this trend.Fundamentally, the cloud market's segmented growth reveals specific areas poised for substantial expansion. IaaS is expected to lead in end-user spending growth, projected at an impressive rate of 26.6% in 2024 and PaaS follows, with a forecasted growth rate of 21.5%. Thus, Microsoft's diversified service portfolio, including Azure Virtual Machines, Azure Kubernetes Service and Azure App Service, positions it strategically to capture growth in these high-growth segments.Source: Gartner.comAdditionally, the prominence of industry cloud platforms is a pivotal trend. Gartner predicts that by 2027, over 70% of enterprises (compared to less than 15% in 2023) will leverage industry cloud platforms to accelerate growth. These platforms amalgamate SaaS, PaaS and IaaS services to meet industry-specific demands, aligning perfectly with Microsoft's strategy.Thus, Microsoft's recognition as a leader in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure underscores its strength in providing cloud-native infrastructure attributes for distributed deployments. Azure Arc, Azure Kubernetes Service and Azure Stack HCI demonstrate Microsoft's focus on delivering adaptable, unified control plane solutions across diverse deployment scenarios.Finally, this leadership status solidifies the company's reputation and competence in facilitating distributed infrastructure, enhancing its attractiveness to businesses seeking flexible and scalable cloud solutions. As a result, it may continue to benefit Microsoft's revenue growth over the long term.Downside lies in macroeconomic outlookOn the downside, due to the industry's focus on cost control, operational efficiencies, capital restrictions (due to weak stocks and bonds) or margin issues, the majority of CIOs are experiencing change fatigue, hesitating to invest in new projects and initiatives, which could lead to a delay in IT spending that may extend into 2025.Therefore, the forecasts suggest business investment may experience a relatively low growth rate of 1.75% in 2024. However, despite this trend, Microsoft's diverse portfolio across software, cloud services and AI positions it as a resilient player in an environment where businesses might delay investments in new projects.On the positive side, according to Goldman Sachs, there are expectations for a further decrease in inflation pace in 2024 (to reach 2.5% to 3%). Reduced inflation may positively affect business spending, potentially freeing up resources for investment to upgrade their IT infrastructure.Finally, the U.S. economy is now attached to a lower probability of recession in 2024, 15% in third-quarter 2023 compared to 35% in the first quater, due to positive trends in inflation and the labor market.Source: Goldman SachsTechnical take: Targeting $575 by 2024Microsoft's stock price experienced a rapid recovery and new highs during October and November. However, the formation of the Doji candle signifies market indecision, which may lead to prices going in either direction.On the downside, the price may hit the pivot level at $347 by the end of 2023 or, in the case of a Santa Claus rally, it may reach $416. Any negative development or most pessimistic scenario may hit the dynamic support level (52-week exponential moving average) at $307.On the upside, the price may hit $575 (derived from Fibonacci retracement) by the end of 2024 based on current momentum. Most importantly, the 52-week EMA may be a navigator during the trend. Collectively, moving averages signal a strong buy state for the stock price.Assessing the relative valuation, at the current price-earnings ratio of 36, Microsoft's stock is fairly valued compared to U.S. cloud peers. On an absolute basis, Microsoft's stock is modestly overvalued by around 13% relative to the historical average (five years) price-earnings ratio of 32. Therefore, new bulls can take advantage of possible downward moves in the stock price that may follow the formation of the Doji candle.Source: tradingview.comTakeawayDespite potential macroeconomic challenges, Microsoft's diverse portfolio, including software, cloud services and AI, positions it as a resilient contender in the industry. The anticipated decrease in inflation and a lower probability of recession in 2024 could further bolster business investment in IT infrastructure, benefiting Microsoft's Azure platform.This article first appeared on GuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249181263147208,"gmtCreate":1701875903550,"gmtModify":1701875907797,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hype la","listText":"Hype la","text":"Hype la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249181263147208","repostId":"2389036512","repostType":2,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247426056048752,"gmtCreate":1701444673919,"gmtModify":1701444679547,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>New low soon","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>New low soon","text":"$NIO Inc.(NIO)$ New low soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247426056048752","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247415545675936,"gmtCreate":1701442222921,"gmtModify":1701442224576,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Down","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Down","text":"$Tesla Motors(TSLA)$ Down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247415545675936","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247027818487840,"gmtCreate":1701347433071,"gmtModify":1701347437645,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"cannot","listText":"cannot","text":"cannot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247027818487840","repostId":"2387486164","repostType":2,"repost":{"id":"2387486164","pubTimestamp":1701347032,"share":"https://www.laohu8.com/m/news/2387486164?lang=&edition=full","pubTime":"2023-11-30 20:23","market":"us","language":"en","title":"Could Palantir Become the Next Microsoft?","url":"https://stock-news.laohu8.com/highlight/detail?id=2387486164","media":"Motley Fool","summary":"This data mining company might eventually evolve into a megacap tech giant.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> has been a divisive stock ever since the company went public via a direct listing in September 2020. The data mining and analytics company started trading at $10 per share, skyrocketed to an all-time high of $39 during the buying frenzy in growth and meme stocks in January 2021, then retreated to about $19.</p><p>The bulls praised Palantir&#39;s established business with the U.S. government, where its Gotham platform gathers intel for the military and various agencies. They also believed it could leverage that battle-hardened reputation to expand the adoption of its Foundry platform by large commercial customers. The bears argued that Palantir&#39;s dependence on government contracts limited its long-term growth, it faced too many competitors in the commercial market, and its stock was too expensive.</p><p>Palantir&#39;s stock will likely remain volatile over the next few years, but could it eventually expand and evolve into a megacap software giant like Microsoft?</p><h2 id=\"id_1024635671\">Palantir isn&#39;t a new company</h2><p>Palantir only went public three years ago, but it was founded 20 years ago by Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen, and current CEO Alex Karp. The CIA&#39;s venture capital arm, In-Q-Tel, was one of its earliest investors.</p><p>Palantir was named after the all-seeing crystal balls from <em>The Lord of the Rings</em>, and it was founded to address some of the issues that led to the U.S. government&#39;s intelligence failures ahead of the terrorist attacks of Sept. 11, 2001. Its Gotham platform aggregates data from disparate sources to create profiles of individuals, organizations, or various trends.</p><p>Palantir initially operated behind the scenes, but it gained a lot of attention after its technology was reportedly used to help track down Osama Bin Laden in 2011. It gained even more public attention as Immigration and Customs Enforcement (ICE) used its platform to track down and deport undocumented immigrants under the Trump administration.</p><h2 id=\"id_1978583540\">Palantir&#39;s growth is slowing down</h2><p>Palantir&#39;s revenue rose 47% in 2020 and 41% in 2021, and it initially forecast that it could grow its revenue annually by at least 30% through 2025. But its revenue only grew 24% in 2022, and management now expects just 16% growth in 2023.</p><p>That flagging growth was caused by two main challenges. First, the uneven timing of its government contracts throttled Gotham&#39;s growth. Second, Foundry&#39;s growth cooled off as the macroeconomic headwinds led companies to rein in their software spending.</p><p>But on the bright side, Palantir&#39;s year-over-year revenue growth finally accelerated again in the third quarter, and management expects that acceleration to continue in the fourth quarter. It&#39;s also stayed profitable on a generally accepted accounting principles (GAAP) basis over the past four quarters as it reduced its stock-based compensation expenses.</p><h2 id=\"id_2508806074\">Can Palantir evolve into a megacap company like Microsoft?</h2><p>The bulls believe Palantir&#39;s growth will accelerate again as escalating geopolitical tensions induce the U.S. government to upgrade its data mining capabilities. They also believe that large companies&#39; growing needs for efficient data processing tools -- especially in the energy, aerospace, and industrial markets -- will drive Foundry&#39;s expansion.</p><p>In addition, Palantir recently launched a new artificial intelligence (AI) platform that will make it easier for its clients to build AI apps and analyze large language models. Those new features could tether the company to the long-term growth of the global AI market, which Precedence Research expects to expand at a compound annual rate of 19% from 2023 to 2032. If Palantir merely keeps pace with that market, its annual revenue could grow from $2.2 billion in 2023 to $10.5 billion in 2032.</p><p>If Palantir is still trading at 20 times sales by then, it could cross the $200 billion threshold for becoming a megacap company. But it would still be much smaller than Microsoft, which currently has a market cap of $2.8 trillion.</p><p>Yet several challenges could still throttle Palantir&#39;s growth over the next decade. ICE has been internally developing its own data mining platform to replace Gotham, and other U.S. government agencies could follow that example. Foundry could also struggle to keep pace with other enterprise-oriented data mining services like <strong>Alteryx</strong>, <strong>Splunk</strong>, and <strong>Salesforce </strong>. To break out of its niche and become a megacap company that would truly merit being called the &#34;next Microsoft,&#34; Palantir will need to make some big acquisitions and expand its ecosystem.</p><h2 id=\"id_38509508\">Palantir will remain a polarizing stock</h2><p>Palantir might eventually evolve into a megacap tech giant in the future. But for now, investors should focus on its ability to accelerate its revenue growth, maintain its GAAP profits, and justify its premium valuation in this challenging market. If it can&#39;t check all three of those boxes, its stock could drop much lower before it revisits its all-time high.</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>Could Palantir Become the Next Microsoft?</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\">\nCould Palantir Become the Next Microsoft?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/30/could-palantir-become-the-next-microsoft/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies has been a divisive stock ever since the company went public via a direct listing in September 2020. The data mining and analytics company started trading at $10 per share, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/30/could-palantir-become-the-next-microsoft/\">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/2023/11/30/could-palantir-become-the-next-microsoft/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387486164","content_text":"Palantir Technologies has been a divisive stock ever since the company went public via a direct listing in September 2020. The data mining and analytics company started trading at $10 per share, skyrocketed to an all-time high of $39 during the buying frenzy in growth and meme stocks in January 2021, then retreated to about $19.The bulls praised Palantir's established business with the U.S. government, where its Gotham platform gathers intel for the military and various agencies. They also believed it could leverage that battle-hardened reputation to expand the adoption of its Foundry platform by large commercial customers. The bears argued that Palantir's dependence on government contracts limited its long-term growth, it faced too many competitors in the commercial market, and its stock was too expensive.Palantir's stock will likely remain volatile over the next few years, but could it eventually expand and evolve into a megacap software giant like Microsoft?Palantir isn't a new companyPalantir only went public three years ago, but it was founded 20 years ago by Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen, and current CEO Alex Karp. The CIA's venture capital arm, In-Q-Tel, was one of its earliest investors.Palantir was named after the all-seeing crystal balls from The Lord of the Rings, and it was founded to address some of the issues that led to the U.S. government's intelligence failures ahead of the terrorist attacks of Sept. 11, 2001. Its Gotham platform aggregates data from disparate sources to create profiles of individuals, organizations, or various trends.Palantir initially operated behind the scenes, but it gained a lot of attention after its technology was reportedly used to help track down Osama Bin Laden in 2011. It gained even more public attention as Immigration and Customs Enforcement (ICE) used its platform to track down and deport undocumented immigrants under the Trump administration.Palantir's growth is slowing downPalantir's revenue rose 47% in 2020 and 41% in 2021, and it initially forecast that it could grow its revenue annually by at least 30% through 2025. But its revenue only grew 24% in 2022, and management now expects just 16% growth in 2023.That flagging growth was caused by two main challenges. First, the uneven timing of its government contracts throttled Gotham's growth. Second, Foundry's growth cooled off as the macroeconomic headwinds led companies to rein in their software spending.But on the bright side, Palantir's year-over-year revenue growth finally accelerated again in the third quarter, and management expects that acceleration to continue in the fourth quarter. It's also stayed profitable on a generally accepted accounting principles (GAAP) basis over the past four quarters as it reduced its stock-based compensation expenses.Can Palantir evolve into a megacap company like Microsoft?The bulls believe Palantir's growth will accelerate again as escalating geopolitical tensions induce the U.S. government to upgrade its data mining capabilities. They also believe that large companies' growing needs for efficient data processing tools -- especially in the energy, aerospace, and industrial markets -- will drive Foundry's expansion.In addition, Palantir recently launched a new artificial intelligence (AI) platform that will make it easier for its clients to build AI apps and analyze large language models. Those new features could tether the company to the long-term growth of the global AI market, which Precedence Research expects to expand at a compound annual rate of 19% from 2023 to 2032. If Palantir merely keeps pace with that market, its annual revenue could grow from $2.2 billion in 2023 to $10.5 billion in 2032.If Palantir is still trading at 20 times sales by then, it could cross the $200 billion threshold for becoming a megacap company. But it would still be much smaller than Microsoft, which currently has a market cap of $2.8 trillion.Yet several challenges could still throttle Palantir's growth over the next decade. ICE has been internally developing its own data mining platform to replace Gotham, and other U.S. government agencies could follow that example. Foundry could also struggle to keep pace with other enterprise-oriented data mining services like Alteryx, Splunk, and Salesforce . To break out of its niche and become a megacap company that would truly merit being called the \"next Microsoft,\" Palantir will need to make some big acquisitions and expand its ecosystem.Palantir will remain a polarizing stockPalantir might eventually evolve into a megacap tech giant in the future. But for now, investors should focus on its ability to accelerate its revenue growth, maintain its GAAP profits, and justify its premium valuation in this challenging market. If it can't check all three of those boxes, its stock could drop much lower before it revisits its all-time high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246726045417688,"gmtCreate":1701257269149,"gmtModify":1701257271909,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>400","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>400","text":"$Microsoft(MSFT)$ 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246726045417688","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246383443353816,"gmtCreate":1701173626067,"gmtModify":1701173630063,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I see lol","listText":"I see lol","text":"I see lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246383443353816","repostId":"2386137626","repostType":2,"repost":{"id":"2386137626","pubTimestamp":1701142642,"share":"https://www.laohu8.com/m/news/2386137626?lang=&edition=full","pubTime":"2023-11-28 11:37","market":"us","language":"en","title":"Microsoft: Priced For Zero Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2386137626","media":"Seekingalpha","summary":"Data by YCharts Such a negative spread is not sustainable over the long term. Why would anyone invest at 3%, when they can get 5% risk-free?So something has to give. There are three possible outcomes that can restore the imbalance and return the spread to positive territory and closer to the historical average. Either:  10-year yields decline, the stock price falls, or earnings rise.  Let's start with the first one - interest rate expectations. I've summarized my base case in detail in another article - here. In short, I think it's quite likely that the rally can continue into the year-end, driven primarily by  good October CPI data,  a Fed pause and  seasonality. Stock Analysis Beyond this year, I expect a slight softening of the economy, which is supported by a weakening","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft is a great business and very likely to benefit from the roll-out of AI.</p></li><li><p>But the current valuation is extremely stretched with an earnings yield 210 bps below 10-year treasury yields.</p></li><li><p>The stock has a poor risk-reward and will only deliver 8% annual returns if growth accelerates by a factor of 2x or if interest rates drop to zero.</p></li></ul><p>Dear readers,</p><p>I don&#39;t cover technology stocks often here on Seeking Alpha, and it&#39;s for a good reason - my current exposure to the sector is very low. It&#39;s not that I don&#39;t believe in technology and don&#39;t think that these are great businesses. Believe me, I do, and I had significant exposure to the sector in the first half of this year. But following the AI-fuelled rally, I&#39;m in the camp that valuations have got too expensive in light of the current state of the economy and returns of the sector are not worth it on a risk-adjusted basis.</p><p>Let&#39;s take <strong>Microsoft Corporation</strong> (NASDAQ: MSFT), which is arguably one of the strongest companies in the world, one of only two AAA-rated stocks and one that has substantial AI tailwinds going for it. If any stock deserves a premium, it&#39;s Microsoft.</p><p>Last time I covered the stock I tried to get the point across by modelling several potential growth scenarios, neither of which gave particularly exciting return potential. Today, I take a different approach and focus on the spread between the earnings yield and interest rates, while taking into account very strong Q1 2024 results.</p><h2 id=\"id_3807636781\">Valuation spread to treasury yields</h2><p>Year-to-date the stock price has rallied by 60%+ and it now trades at a forward P/E of 32x. That&#39;s a forward earnings yield of 3.1%. And looking at actual last 12 months&#39; numbers gives an even more aggressive earnings yield of 2.74%.</p><p>It&#39;s important to consider the earnings yield in light of interest rates (i.e., yields). If we look back, over the past 10 years, the earnings yield has, for the most part, moved with and <strong>been above</strong> the 10-year treasury yield. In particular, between 2014 and today, MSFT has averaged an earnings yield of 3.7%, while the 10-year treasury yield has averaged about 2.2%, for a spread of around 150 bps.</p><p>Today, that spread is <strong>negative 210 bps</strong>!</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0fc73e8b1bd19a6975ee95f86db6993\" tg-width=\"635\" tg-height=\"481\"/></p><p>Data by YCharts</p><p>Such a negative spread is not sustainable over the long term. Why would anyone invest at 3%, when they can get 5% risk-free? So something has to give. There are three possible outcomes that can restore the imbalance and return the spread to positive territory and closer to the historical average.</p><p>Either:</p><ol start=\"1\" style=\"\"><li><p>10-year yields decline,</p></li><li><p>the stock price falls,</p></li><li><p>or earnings rise.</p></li></ol><p>Let&#39;s start with the first one - interest rate expectations. I&#39;ve summarized my base case in detail in another article - here.</p><p>In short, I think it&#39;s quite likely that the rally can continue into the year-end, driven primarily by <strong>(1)</strong> good October CPI data, <strong>(2)</strong> a Fed pause and <strong>(3)</strong> seasonality.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fddd12cb6882cf223a17d697340343d\" tg-width=\"640\" tg-height=\"403\"/></p><p>Stock Analysis</p><p>Beyond this year, I expect a slight softening of the economy, which is supported by a weakening consumer and an inverted yield curve, followed by some (small, think 50 bps) interest rate cuts as inflation declines closer to the Fed&#39;s 2% target or as the economy slips into a recession.</p><p>As a result, I expect 10-year yields to decline somewhat, though nowhere near the level seen over the past 10 years. Going back to Microsoft, a 50 bps drop in yields isn&#39;t nearly enough to normalize the valuation, so other significant tailwinds are needed to justify the valuation.</p><h2 id=\"id_852182928\">Growth expectations following recent results</h2><p>The single most evident tailwind is AI which makes the growth forecast very tricky. Right now, it seems that AI could have vast implications for many businesses and have the potential to increase productivity significantly. But the same was true of the internet in early 2000s, yet it took another 10+ years for the &#34;idea&#34; to actually translate into profits. And those who bought at the top of the bubble suffered significant losses in the meantime.</p><p>The truth is that no one knows how big AI could get and how soon it will translate into higher earnings. But when/if it happens, Microsoft is very likely to benefit from the roll-out of AI in a number of ways. Most notably, the fact that most businesses already use Microsoft&#39;s products should make the implementation of AI applications seamless and combined with Microsoft&#39;s hyper scalable cloud service Azure, there aren&#39;t many players that have a better chance of gaining market share.</p><p>Microsoft has posted great results recently. In the short-term, over fiscal Q1 2024, AI-related momentum has resulted in very strong YoY growth in Cloud and Azure of 24% and 29%, respectively. This has driven overall Cloud revenues up by 19% YoY. Productivity and Business Processes were up 13% YoY, while Personal Computing lagged at just 3% YoY, primarily due to a 22% drop in revenue from Devices.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee051a0aa3974c23850e61f0d465d34d\" tg-width=\"640\" tg-height=\"337\"/></p><p>MSFT Presentation</p><p>Moreover, Microsoft&#39;s margins have continued to improve with the gross margin increasing by 2 pts and the operating margins by 5 pts, reaching record levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd66eff6b61a3eebe079c88f9703b197\" tg-width=\"640\" tg-height=\"433\"/></p><p>Main Street Data</p><p>Going forward, it&#39;s likely that growth will continue to be driven by MSFT&#39;s cloud service. The consensus is for annual growth of about 15% until at least 2026. That&#39;s up from about 14% just 6 months ago.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e929a6d6d53dde367d8b0892a6b5c0\" tg-width=\"640\" tg-height=\"103\"/></p><p>Seeking Alpha</p><h2 id=\"id_429285267\">Forward outlook is good, but not good enough</h2><p>The problem with any newly emerging technology is that we just don&#39;t know how big it will get. So let&#39;s start by reverse engineering the level of growth that&#39;s currently priced in and then decide if this is achievable and something we want to put our money on.</p><p>Going back to interest rate expectations, I&#39;m going to assume that the 10-year yield declines to 4% by the end of 2026. Over the long-term, I see no reason why MSFT earnings yield should be below long-term yields, so I will assume that the earnings yield increases 150 bps above long-term yield - i.e. to 5.5%.</p><p>With these assumptions, in order to get an 8% annual return (0.8% dividend yield + 7.2% from price appreciation), MSFT would have to grow their EPS by 37% per year for at least the next three years. That&#39;s more than double consensus and recent growth and implies a &gt;5 Trillion market cap by 2026.</p><p>Do you think such levels of growth are likely? I don&#39;t.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2545c2ac3e4572db756b9717b248341e\" tg-width=\"640\" tg-height=\"298\"/></p><p>Author&#39;s calculations</p><p>Looking at a number of scenarios in the sensitivity table below, the current valuation really only makes sense if you expect growth significantly above consensus (25%+ per year) and/or an earnings yield &lt;3.5% which is likely to materialize only if long-term treasury yields decline to at least 2.5-3%. That&#39;s the sort of interest rate environment we were in prior to 2022.</p><p>Once again, do you think it&#39;s likely that we will return to zero interest rates? I don&#39;t. My base case of an earnings yield of 5.5% by 2026 and 15% growth in line with consensus, results in a negative annual return of -9.8%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c32339e995a23eec625e388584c9903\" tg-width=\"640\" tg-height=\"162\"/></p><p>Author&#39;s calculations</p><h2 id=\"id_365363837\">Bottom Line</h2><p>MSFT is currently priced very aggressively and can deliver average 8% returns only under extremely aggressive growth and interest rate assumptions.</p><p>Future growth could easily surpass expectations if AI really takes off, though achieving 37% EPS growth three years in a row is very ambitious, and even then the investment only makes sense if yields decline back to where they were prior to 2022.</p><p>In that case, there will be a number of interest rate sensitive sectors that deliver significantly higher upside than MSFT.</p><p>As a result, I don&#39;t like the risk-reward over the medium to long-term here and rate MSFT a SELL, despite some short-term momentum potential due to seasonality. The valuation is simply too high and there are many interest rate sensitive alternatives that are likely to outperform MSFT if interest rates decline.</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>Microsoft: Priced For Zero Interest Rates</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: Priced For Zero Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-28 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654366-microsoft-priced-for-zero-interest-rates><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is a great business and very likely to benefit from the roll-out of AI.But the current valuation is extremely stretched with an earnings yield 210 bps below 10-year treasury yields.The stock...</p>\n\n<a href=\"https://seekingalpha.com/article/4654366-microsoft-priced-for-zero-interest-rates\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4503":"景林资产持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","MSFT":"微软","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4516":"特朗普概念","BK4528":"SaaS概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4576":"AR","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/article/4654366-microsoft-priced-for-zero-interest-rates","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2386137626","content_text":"Microsoft is a great business and very likely to benefit from the roll-out of AI.But the current valuation is extremely stretched with an earnings yield 210 bps below 10-year treasury yields.The stock has a poor risk-reward and will only deliver 8% annual returns if growth accelerates by a factor of 2x or if interest rates drop to zero.Dear readers,I don't cover technology stocks often here on Seeking Alpha, and it's for a good reason - my current exposure to the sector is very low. It's not that I don't believe in technology and don't think that these are great businesses. Believe me, I do, and I had significant exposure to the sector in the first half of this year. But following the AI-fuelled rally, I'm in the camp that valuations have got too expensive in light of the current state of the economy and returns of the sector are not worth it on a risk-adjusted basis.Let's take Microsoft Corporation (NASDAQ: MSFT), which is arguably one of the strongest companies in the world, one of only two AAA-rated stocks and one that has substantial AI tailwinds going for it. If any stock deserves a premium, it's Microsoft.Last time I covered the stock I tried to get the point across by modelling several potential growth scenarios, neither of which gave particularly exciting return potential. Today, I take a different approach and focus on the spread between the earnings yield and interest rates, while taking into account very strong Q1 2024 results.Valuation spread to treasury yieldsYear-to-date the stock price has rallied by 60%+ and it now trades at a forward P/E of 32x. That's a forward earnings yield of 3.1%. And looking at actual last 12 months' numbers gives an even more aggressive earnings yield of 2.74%.It's important to consider the earnings yield in light of interest rates (i.e., yields). If we look back, over the past 10 years, the earnings yield has, for the most part, moved with and been above the 10-year treasury yield. In particular, between 2014 and today, MSFT has averaged an earnings yield of 3.7%, while the 10-year treasury yield has averaged about 2.2%, for a spread of around 150 bps.Today, that spread is negative 210 bps!Data by YChartsSuch a negative spread is not sustainable over the long term. Why would anyone invest at 3%, when they can get 5% risk-free? So something has to give. There are three possible outcomes that can restore the imbalance and return the spread to positive territory and closer to the historical average.Either:10-year yields decline,the stock price falls,or earnings rise.Let's start with the first one - interest rate expectations. I've summarized my base case in detail in another article - here.In short, I think it's quite likely that the rally can continue into the year-end, driven primarily by (1) good October CPI data, (2) a Fed pause and (3) seasonality.Stock AnalysisBeyond this year, I expect a slight softening of the economy, which is supported by a weakening consumer and an inverted yield curve, followed by some (small, think 50 bps) interest rate cuts as inflation declines closer to the Fed's 2% target or as the economy slips into a recession.As a result, I expect 10-year yields to decline somewhat, though nowhere near the level seen over the past 10 years. Going back to Microsoft, a 50 bps drop in yields isn't nearly enough to normalize the valuation, so other significant tailwinds are needed to justify the valuation.Growth expectations following recent resultsThe single most evident tailwind is AI which makes the growth forecast very tricky. Right now, it seems that AI could have vast implications for many businesses and have the potential to increase productivity significantly. But the same was true of the internet in early 2000s, yet it took another 10+ years for the \"idea\" to actually translate into profits. And those who bought at the top of the bubble suffered significant losses in the meantime.The truth is that no one knows how big AI could get and how soon it will translate into higher earnings. But when/if it happens, Microsoft is very likely to benefit from the roll-out of AI in a number of ways. Most notably, the fact that most businesses already use Microsoft's products should make the implementation of AI applications seamless and combined with Microsoft's hyper scalable cloud service Azure, there aren't many players that have a better chance of gaining market share.Microsoft has posted great results recently. In the short-term, over fiscal Q1 2024, AI-related momentum has resulted in very strong YoY growth in Cloud and Azure of 24% and 29%, respectively. This has driven overall Cloud revenues up by 19% YoY. Productivity and Business Processes were up 13% YoY, while Personal Computing lagged at just 3% YoY, primarily due to a 22% drop in revenue from Devices.MSFT PresentationMoreover, Microsoft's margins have continued to improve with the gross margin increasing by 2 pts and the operating margins by 5 pts, reaching record levels.Main Street DataGoing forward, it's likely that growth will continue to be driven by MSFT's cloud service. The consensus is for annual growth of about 15% until at least 2026. That's up from about 14% just 6 months ago.Seeking AlphaForward outlook is good, but not good enoughThe problem with any newly emerging technology is that we just don't know how big it will get. So let's start by reverse engineering the level of growth that's currently priced in and then decide if this is achievable and something we want to put our money on.Going back to interest rate expectations, I'm going to assume that the 10-year yield declines to 4% by the end of 2026. Over the long-term, I see no reason why MSFT earnings yield should be below long-term yields, so I will assume that the earnings yield increases 150 bps above long-term yield - i.e. to 5.5%.With these assumptions, in order to get an 8% annual return (0.8% dividend yield + 7.2% from price appreciation), MSFT would have to grow their EPS by 37% per year for at least the next three years. That's more than double consensus and recent growth and implies a >5 Trillion market cap by 2026.Do you think such levels of growth are likely? I don't.Author's calculationsLooking at a number of scenarios in the sensitivity table below, the current valuation really only makes sense if you expect growth significantly above consensus (25%+ per year) and/or an earnings yield <3.5% which is likely to materialize only if long-term treasury yields decline to at least 2.5-3%. That's the sort of interest rate environment we were in prior to 2022.Once again, do you think it's likely that we will return to zero interest rates? I don't. My base case of an earnings yield of 5.5% by 2026 and 15% growth in line with consensus, results in a negative annual return of -9.8%.Author's calculationsBottom LineMSFT is currently priced very aggressively and can deliver average 8% returns only under extremely aggressive growth and interest rate assumptions.Future growth could easily surpass expectations if AI really takes off, though achieving 37% EPS growth three years in a row is very ambitious, and even then the investment only makes sense if yields decline back to where they were prior to 2022.In that case, there will be a number of interest rate sensitive sectors that deliver significantly higher upside than MSFT.As a result, I don't like the risk-reward over the medium to long-term here and rate MSFT a SELL, despite some short-term momentum potential due to seasonality. The valuation is simply too high and there are many interest rate sensitive alternatives that are likely to outperform MSFT if interest rates decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242318273839168,"gmtCreate":1700196753224,"gmtModify":1700196756673,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>New low?","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>New low?","text":"$NIO Inc.(NIO.SI)$ New low?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242318273839168","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241095684759616,"gmtCreate":1699882073105,"gmtModify":1699882075644,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>hold until $400","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>hold until $400","text":"$Microsoft(MSFT)$ hold until $400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241095684759616","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240101432836176,"gmtCreate":1699637465786,"gmtModify":1699637468482,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","text":"$Microsoft(MSFT)$ To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/240101432836176","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239666126332024,"gmtCreate":1699548996522,"gmtModify":1699548999472,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Useless stock","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Useless stock","text":"$Alibaba(BABA)$ Useless stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239666126332024","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":232028024602864,"gmtCreate":1697677642753,"gmtModify":1697677647062,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sell","listText":"Sell","text":"Sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232028024602864","repostId":"1130094331","repostType":2,"repost":{"id":"1130094331","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697664691,"share":"https://www.laohu8.com/m/news/1130094331?lang=&edition=full","pubTime":"2023-10-19 05:31","market":"us","language":"en","title":"Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal","url":"https://stock-news.laohu8.com/highlight/detail?id=1130094331","media":"Reuters","summary":"$Tesla(TSLA)$'s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest r","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slightly Misses Estimates on Margin, Sticks to Production Goal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-19 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130094331","content_text":"Tesla's third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.Tesla stock drops 4.24% in after-hours trading.But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.Tesla also missed analysts' expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.Tesla's average revenue per unit declined by nearly 11% from a year earlier.The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla's deliveries between July and September.Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.Still, Tesla's stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company's shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.In the second quarter, Tesla had posted a gross margin of 18.2%.Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.\"While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,\" Tesla said in a statement.Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts' estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319220504997968,"gmtCreate":1718960522288,"gmtModify":1718960526092,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","text":"$NVIDIA Corp(NVDA)$ Overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319220504997968","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178861473223322","authorId":"4178861473223322","name":"poopsy","avatar":"https://community-static.tradeup.com/news/bfb5ebdc533da0c188b0cc34c0418a59","crmLevel":1,"crmLevelSwitch":0},"content":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","text":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","html":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249181263147208,"gmtCreate":1701875903550,"gmtModify":1701875907797,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hype la","listText":"Hype la","text":"Hype la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249181263147208","repostId":"2389036512","repostType":2,"repost":{"id":"2389036512","pubTimestamp":1701874800,"share":"https://www.laohu8.com/m/news/2389036512?lang=&edition=full","pubTime":"2023-12-06 23:00","market":"us","language":"en","title":"Palantir’s AI Surge: Is PLTR Stock Really Worth the Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2389036512","media":"InvestorPlace","summary":"Someone asked ChatGPT what it thinks of Palantir, and the software predicted continued growth. But it didn’t offer a buy recommendation.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir’s</strong> (<strong>PLTR</strong>) data analytics niche is now classified as AI.</p></li><li><p>The company has both military and commercial contracts.</p></li><li><p>It’s still not turning a profit.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06f2cc5cae848c25dfca0426f133a551\" alt=\"Source: Poetra.RH / Shutterstock.com\" title=\"Source: Poetra.RH / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Poetra.RH / Shutterstock.com</span></p><p>After a year of being hyped as the ultimate AI winner, <strong>Palantir</strong> (NASDAQ:<strong>PLTR</strong>) stock is up over 200%, rising from $7 in January to a little more than $18 today. I have long been skeptical of Palantir. Its claims have long been well ahead of its financials.</p><p>PLTR stock has a market cap of over $40 billion on $2.1 billion of revenue, growing at 20% per year. The company is only marginally profitable, although it may now be added to the S&amp;P 500.</p><h2 id=\"id_1967637175\">The AI Hype Cycle and PLTR Stock</h2><p>Palantir is riding an AI hype cycle. When the hype cycle goes up, so does the stock. When the hype cycle goes down, so does Palantir.</p><p>Delivering insights from large databases is now defined as AI. The insights are called machine learning. The databases are large language models. Palantir was doing this before it was cool. This is why analysts are hyping the stock.</p><p>Palantir developed its technology for use by the military and has extended contracts proving its value. Data can “see” what’s happening on a battlefield and help plan a campaign. It can catch changing conditions and alert leaders to threats quickly.</p><p>The challenge has been to go beyond this niche. Palantir calls the commercial version of its technology the Foundry. It has been lining up partners to deliver it. Any drop in the shares is seen as a buying opportunity.  </p><p>Foundry has found success in applications like hospital scheduling. Matching what’s available to what’s needed can be useful to planners of all kinds. It’s not as sexy as delivering pictures based on prompts, but it’s a lot more useful.</p><p>This may be why <strong>Blackrock</strong> now has a $1.5 billion stake in Palantir. It’s why Jim Cramer recently told investors to buy it, despite its sky high valuation. Whenever Palantir signs a new commercial partner, analysts start comparing it to <strong>Nvidia</strong>.</p><h2 id=\"id_3162377395\">The Danger Signs</h2><p>Palantir’s success in anticipating needs helped it win a contract with England’s National Health Service, but PLTR stock fell after the deal was announced. Its past as a military contractor quickly drew pushback. Patients were leery of giving it access to the data needed for Foundry to do its job.</p><p>The Generative AI boom has also brought competition to Palantir’s party. Many if not most big tech players are in the game. They see big profits in delivering different output, including computer code, from Internet-sized databases. They also don’t have Palantir’s proprietary attitude or history of military secrecy to contend with.</p><h2 id=\"id_3496280113\">The Bottom Line</h2><p>I have been wrong about Palantir stock for a long time. Any company whose leading edge technology delivers growth is going to command a big price. This is especially true if it can deliver profits, even small ones. Palantir’s entry into the S&amp;P 500 will be a catalyst for buying.</p><p>To be worth my money, however, Palantir needs to grow faster than it is doing right now. It must deliver a lot more profit. Yet the company, being conservative in the best possible way, is not promising that.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir’s AI Surge: Is PLTR Stock Really Worth the Hype?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s AI Surge: Is PLTR Stock Really Worth the Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-06 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir’s (PLTR) data analytics niche is now classified as AI.The company has both military and commercial contracts.It’s still not turning a profit.Source: Poetra.RH / Shutterstock.comAfter a year ...</p>\n\n<a href=\"https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","PLTR":"Palantir Technologies Inc.","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4529":"IDC概念","BK4587":"ChatGPT概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4023":"应用软件","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4567":"ESG概念","LU0079474960.USD":"联博美国增长基金A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389036512","content_text":"Palantir’s (PLTR) data analytics niche is now classified as AI.The company has both military and commercial contracts.It’s still not turning a profit.Source: Poetra.RH / Shutterstock.comAfter a year of being hyped as the ultimate AI winner, Palantir (NASDAQ:PLTR) stock is up over 200%, rising from $7 in January to a little more than $18 today. I have long been skeptical of Palantir. Its claims have long been well ahead of its financials.PLTR stock has a market cap of over $40 billion on $2.1 billion of revenue, growing at 20% per year. The company is only marginally profitable, although it may now be added to the S&P 500.The AI Hype Cycle and PLTR StockPalantir is riding an AI hype cycle. When the hype cycle goes up, so does the stock. When the hype cycle goes down, so does Palantir.Delivering insights from large databases is now defined as AI. The insights are called machine learning. The databases are large language models. Palantir was doing this before it was cool. This is why analysts are hyping the stock.Palantir developed its technology for use by the military and has extended contracts proving its value. Data can “see” what’s happening on a battlefield and help plan a campaign. It can catch changing conditions and alert leaders to threats quickly.The challenge has been to go beyond this niche. Palantir calls the commercial version of its technology the Foundry. It has been lining up partners to deliver it. Any drop in the shares is seen as a buying opportunity.  Foundry has found success in applications like hospital scheduling. Matching what’s available to what’s needed can be useful to planners of all kinds. It’s not as sexy as delivering pictures based on prompts, but it’s a lot more useful.This may be why Blackrock now has a $1.5 billion stake in Palantir. It’s why Jim Cramer recently told investors to buy it, despite its sky high valuation. Whenever Palantir signs a new commercial partner, analysts start comparing it to Nvidia.The Danger SignsPalantir’s success in anticipating needs helped it win a contract with England’s National Health Service, but PLTR stock fell after the deal was announced. Its past as a military contractor quickly drew pushback. Patients were leery of giving it access to the data needed for Foundry to do its job.The Generative AI boom has also brought competition to Palantir’s party. Many if not most big tech players are in the game. They see big profits in delivering different output, including computer code, from Internet-sized databases. They also don’t have Palantir’s proprietary attitude or history of military secrecy to contend with.The Bottom LineI have been wrong about Palantir stock for a long time. Any company whose leading edge technology delivers growth is going to command a big price. This is especially true if it can deliver profits, even small ones. Palantir’s entry into the S&P 500 will be a catalyst for buying.To be worth my money, however, Palantir needs to grow faster than it is doing right now. It must deliver a lot more profit. Yet the company, being conservative in the best possible way, is not promising that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240101432836176,"gmtCreate":1699637465786,"gmtModify":1699637468482,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","text":"$Microsoft(MSFT)$ To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/240101432836176","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917469765,"gmtCreate":1665566010957,"gmtModify":1676537628451,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917469765","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061759883,"gmtCreate":1651681792949,"gmtModify":1676534948665,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061759883","repostId":"9085648523","repostType":1,"repost":{"id":9085648523,"gmtCreate":1650694883681,"gmtModify":1676534778924,"author":{"id":"4091508785283850","authorId":"4091508785283850","name":"AliY","avatar":"https://static.tigerbbs.com/8ade62fbd9c8623bafe403b102a1f3b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a>buy?","listText":"<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a>buy?","text":"$Palo Alto Networks(PANW)$buy?","images":[{"img":"https://community-static.tradeup.com/news/de3fd38fe2542af79819999a43a134a7","width":"1080","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085648523","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249720247419096,"gmtCreate":1702016872969,"gmtModify":1702016877591,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very positive thinking","listText":"Very positive thinking","text":"Very positive thinking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249720247419096","repostId":"2389078525","repostType":2,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221730905595968,"gmtCreate":1695170299032,"gmtModify":1695170301793,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Kaboom","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Kaboom","text":"$NIO Inc.(NIO)$ Kaboom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221730905595968","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925587186,"gmtCreate":1672066856145,"gmtModify":1676538629214,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925587186","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086507013,"gmtCreate":1650466965229,"gmtModify":1676534730790,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I see i see","listText":"I see i see","text":"I see i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086507013","repostId":"2228947367","repostType":2,"repost":{"id":"2228947367","pubTimestamp":1650452424,"share":"https://www.laohu8.com/m/news/2228947367?lang=&edition=full","pubTime":"2022-04-20 19:00","market":"us","language":"en","title":"2 Companies That Could Be Worth $1 Trillion by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947367","media":"Motley Fool","summary":"Fast-growing companies with large addressable markets make good candidates for the $1 trillion mark.","content":"<html><head></head><body><p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.</p><p>As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- <b>Apple</b>, <b>Microsoft</b>, <b>Amazon</b>, <b>Alphabet</b>, and <b>Tesla</b> -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>&#39; </b>recent collapse has shaved its market value down to less than $600 billion.</p><p>There&#39;s no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett&#39;s <b>Berkshire Hathaway </b>are already knocking on the door. Keep reading to see why <b>Airbnb</b> and <b>Paypal</b> could also hit the 13-digit mark by the end of the decade.</p><h2>1. Airbnb</h2><p>Airbnb has disrupted the travel industry, making everyone&#39;s home into a potential hotel. The concept might have once seemed edgy, but it&#39;s gone mainstream in only a few years.</p><p>While Airbnb has competitors that also offer home-sharing like VRBO, the company&#39;s brand is synonymous with the business, and it&#39;s also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.</p><p>In order to reach a $1 trillion market cap, a company needs a large addressable market, and there&#39;s no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn&#39;t going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb&#39;s advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb&#39;s growth as well.</p><p>Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won&#39;t be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb&#39;s EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That&#39;s well within the company&#39;s reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.</p><h2>2. Paypal</h2><p><b>Paypal </b>( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.</p><p>Indeed, the company&#39;s growth rate is taking a breather after a pandemic-driven boom, but Paypal&#39;s long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding <b>EBay</b>, which said last year it would stop using Paypal to pay its sellers.</p><p>Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on <b>DoorDash</b>, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.</p><p>The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&amp;P 500&#39;s P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Companies That Could Be Worth $1 Trillion by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Companies That Could Be Worth $1 Trillion by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","ABNB":"爱彼迎","BK4551":"寇图资本持仓","BRK.A":"伯克希尔","BK4561":"索罗斯持仓","PYPL":"PayPal","BK4505":"高瓴资本持仓","BRK.B":"伯克希尔B","BK4581":"高盛持仓","BK4142":"酒店、度假村与豪华游轮","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4176":"多领域控股","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947367","content_text":"Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple, Microsoft, Amazon, Alphabet, and Tesla -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent Meta Platforms' recent collapse has shaved its market value down to less than $600 billion.There's no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett's Berkshire Hathaway are already knocking on the door. Keep reading to see why Airbnb and Paypal could also hit the 13-digit mark by the end of the decade.1. AirbnbAirbnb has disrupted the travel industry, making everyone's home into a potential hotel. The concept might have once seemed edgy, but it's gone mainstream in only a few years.While Airbnb has competitors that also offer home-sharing like VRBO, the company's brand is synonymous with the business, and it's also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.In order to reach a $1 trillion market cap, a company needs a large addressable market, and there's no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn't going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb's advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb's growth as well.Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won't be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb's EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That's well within the company's reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.2. PaypalPaypal ( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.Indeed, the company's growth rate is taking a breather after a pandemic-driven boom, but Paypal's long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding EBay, which said last year it would stop using Paypal to pay its sellers.Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on DoorDash, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&P 500's P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080132424,"gmtCreate":1649856831805,"gmtModify":1676534590826,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>800","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>800","text":"$Tesla Motors(TSLA)$800","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080132424","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256356089045288,"gmtCreate":1703606217904,"gmtModify":1703606221430,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on make it 10 tomorrow","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on make it 10 tomorrow","text":"$NIO Inc.(NIO)$ Come on make it 10 tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256356089045288","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252034597957928,"gmtCreate":1702565772899,"gmtModify":1702565778425,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>8 cming","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>8 cming","text":"$NIO Inc.(NIO)$ 8 cming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252034597957928","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247027818487840,"gmtCreate":1701347433071,"gmtModify":1701347437645,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"cannot","listText":"cannot","text":"cannot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247027818487840","repostId":"2387486164","repostType":2,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221614923833584,"gmtCreate":1695142054832,"gmtModify":1695142056361,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Nice","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Nice","text":"$NIO Inc.(NIO)$ Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221614923833584","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210458592419904,"gmtCreate":1692406271635,"gmtModify":1692406275301,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Buy below $10","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Buy below $10","text":"$NIO Inc.(NIO)$ Buy below $10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210458592419904","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210270566170760,"gmtCreate":1692360294111,"gmtModify":1692360296908,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>Temp down trend","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>Temp down trend","text":"$Microsoft(MSFT)$ Temp down trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210270566170760","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210241489023024,"gmtCreate":1692353178073,"gmtModify":1692353180609,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>$10 coming","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>$10 coming","text":"$NIO Inc.(NIO)$ $10 coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210241489023024","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}