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Aoyjai

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- AoyjaiAoyjai
  ·2023-02-28
  No urgency
  Palantir: Why I Am Still In
  SummaryMr. Market rushed to buy Palantir's "Profitability" cover story. However, the company is not
  Palantir: Why I Am Still In
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- AoyjaiAoyjai
  ·2023-02-17
  Slow
  Sorry, this post has been deleted
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- AoyjaiAoyjai
  ·2023-02-03
  Not a straight forward price comparison...DYOR
  Tesla Discounts Threaten to Drag Rivals Into EV Price War
  Industry risks hit to profitability if price cuts spreadDebut of 50 EV models in US this year to add
  Tesla Discounts Threaten to Drag Rivals Into EV Price War
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- AoyjaiAoyjai
  ·2022-12-15
  Ok
  @boonchong：
  $Tesla Motors(TSLA)$ it's game over for Tesla alrdy .. no more to the moon... cut loss now if u don't want another 50% losses .. stop listening to your YouTuber clowns claiming Tesla fundamentals no change..alrdt change liao .ever since Elon musk took over as twitter CEO and appoint another CEO for the Tesla seat .no more
  $Tesla Motors(TSLA)$ it's game over for Tesla alrdy .. no more to the moon... cut loss now if u don't want another 50% losses .. stop listening to your YouTuber clowns claiming Tesla fundamentals no change..alrdt change liao .ever since Elon musk took over as twitter CEO and appoint another CEO for the Tesla seat .no more
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- AoyjaiAoyjai
  ·2022-12-12
  $Invesco QQQ Trust(QQQ)$ For this year
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- AoyjaiAoyjai
  ·2022-12-10
  $WILMAR INTERNATIONAL LIMITED(F34.SI)$ Bull with horns
  616 Comment
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- AoyjaiAoyjai
  ·2022-12-09
  $LION-OCBC HSTECH ETF S$(HST.SI)$ Good timing
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- AoyjaiAoyjai
  ·2022-12-07
  $Tesla Motors(TSLA)$ I'm buying
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- AoyjaiAoyjai
  ·2022-12-06
  $Tesla Motors(TSLA)$ A buy at $177
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- AoyjaiAoyjai
  ·2022-12-05
  Nice to know
  2 Under-the-Radar Cryptocurrencies With More Potential Than Bitcoin
  At a time when most cryptos are in the red, two Bitcoin alternatives -- Litecoin and Dash -- are starting to pull away from the pack.
  2 Under-the-Radar Cryptocurrencies With More Potential Than Bitcoin
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urgency&nbsp;","listText":"No urgency&nbsp;","text":"No urgency","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940093601","repostId":"1121046489","repostType":4,"repost":{"id":"1121046489","pubTimestamp":1677598116,"share":"https://ttm.financial/m/news/1121046489?lang=&edition=fundamental","pubTime":"2023-02-28 23:28","market":"us","language":"en","title":"Palantir: Why I Am Still In","url":"https://stock-news.laohu8.com/highlight/detail?id=1121046489","media":"Seekingalpha","summary":"SummaryMr. Market rushed to buy Palantir's \"Profitability\" cover story. However, the company is not ","content":"<html><head></head><body><h3>Summary</h3><ul><li>Mr. Market rushed to buy Palantir&#39;s &#34;Profitability&#34; cover story. However, the company is not operationally profitable yet, but we should get there soon.</li><li>Palantir&#39;s ARPC was down by 20%, reaching $5.2 million, but the decrease was attributable to the expanding commercial customer base, which started with a lower contract value (acquire-phase).</li><li>The never-ending global tensions and geopolitical uncertainty highlight the company&#39;s critical role in the global arena and the impact of the digitized battlefield.</li><li>SBC is Palantir&#39;s Achilles heel, but the normalization path is more apparent than ever.</li><li>I stay bullish on personal and model portfolios, with PLTR&#39;s short-term target price of $10.</li></ul><h3>Investment Thesis</h3><p>After 20 years of <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>&#39;s  existence, the company has never made a profit. Surprisingly, PLTR announced its first profitable quarter in Q4, which marks a new era for the firm. However, following the spike in the stock price above $10/share, the rally was short-lived as many investors rushed to exit.</p><h3>Important Distinction TAM Vs. SOM</h3><p>As previously examined in the company&#39;s S-1 filings, Palantir has a total addressable market (TAM) of $119 billion, but the firm did not update its TAM beyond that figure. According to Slintel, Palantir&#39;s current low market penetration is around 1.78%, suggesting the company has considerably more room for growth.</p><p>According to a report from Precedence Research, the global market size for data analytics will continue to grow at an impressive CAGR of 30.41% from 2022-2030 and is expected to hit $346.33 billion in 2030. To that effect, the rapidly increasing demand for data analytics services and solutions worldwide will benefit Palantir&#39;s financial performance over the long term by expanding its TAM.</p><p>Although there is some disagreement regarding Palantir&#39;s TAM of $119 billion compared to its serviceable obtainable market (SOM), my best estimate for Palantir&#39;s medium-term SOM ranges between $40-$50 billion, consisting of data visualization, predictive analytics, and fraud analytics. In other words, with $1.9 billion in revenue, Palantir has captured around 4% of the market share.</p><h3><img src=\"https://static.tigerbbs.com/d15105694344802a87c43460225c3fd6\" tg-width=\"539\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/>Revenue Components (Gov Vs. Com)</h3><p>Palantir has expanded its business beyond government contracts to include more commercial clients. This diversification move maintained the company&#39;s consistent strong revenue growth (24% YoY) for 2022 despite macroeconomic adversities, and it expects a continued revenue expansion in 2023. In addition, Palantir&#39;s revenue continued to experience growth over the long term with the expansion of the primary market due to its enhanced engagement in commercial space. However, its limited focus on non-US markets restricts its ability to expand its customer base and revenue streams.</p><p>Specifically, the government segment (Gov) generated 56% of the $1.9 billion revenue in 2022; the rest came from the commercial segment (Com), and the majority of the customers, 61%, were in the US. Favorably, Palantir managed to grow its total customers, however, by 55%, reaching 367 customers by the end of 2022. As a result, the average revenue per customer (ARPC) dropped for a second consecutive year by 20%, down to $5.2 million per customer.</p><p>At first glance, the drop signals that customers do not spend more with the firm on average. However, the drop was due to the notable increase in the commercial segment in 2022 by 28%, reaching 260 Com customers. Specifically, new Com customers start with relatively low contracts of around $2-$3 million, which drags down the overall ARPC. Yet, Com&#39;s growth slowed down from a 24% QoQ increase to 14%, but the overall trend is still favorable.</p><p><img src=\"https://static.tigerbbs.com/390eadd758631fec977ed90487022511\" tg-width=\"640\" tg-height=\"144\" referrerpolicy=\"no-referrer\"/>Palantir initially started out getting contracts from the US Department of Defense. Despite the slight YoY 1.8% decrease in the number of Gov customers in 2022, the segment&#39;s ARPC remained the same throughout the year under the current challenging macro environment, proving the expanding ARPC and the Gov segment&#39;s recession-proof nature.</p><p>In previous articles, I stressed the importance of the Com segment, which could be the long-term growth driver of Palantir. With 147 Com clients that generated $645 million in 2021, Palantir had a commercial ARPC of $4.39 million, whereas, in 2022, the ARPC dropped to $3.2 million with an $834 million revenue. The decrease was due to sizable customer acquisition with rapid YoY growth of 79% but with smaller contract sizes.</p><p>CEO Alex Karp noted that 53% of Palantir&#39;s business deals are over $50 million. Favorably, the firm&#39;s top 20 customers spent $49.4 million in 2022, reporting a 13.3% YoY increase, supported by the Gov segment. Despite the customer base&#39;s resilient-proof attributes, having a large portion of revenues generated from a few large customers leads to less diversity and exposure to downside and volatility. Nevertheless, the increasing number of commercial customers partly mitigates this risk.</p><p><img src=\"https://static.tigerbbs.com/3323b23a643a76b1f6c8b207dfa0416d\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/>Palantir has identified 6000 businesses with yearly revenues of at least $500 million, indicating potential clients with an average contract value of $9.33 million. To that effect, Palantir has achieved a 4.3% customer penetration but has an ARPC potential of nearly 3x. Furthermore, based on Palantir&#39;s &#34;Trojan Horse&#34; business model, many of these new Com customers will likely renew with a higher contract value in the foreseeable future, boosting ARPC levels.</p><p>The company&#39;s reliance on long-term government contracts can be subject to political and budgetary changes, resulting in revenue fluctuations. The company has succeeded in the government and defense sectors but has significant potential to expand its commercial segment and maintain its growth. PLTR&#39;s software license and maintenance fees are its primary revenue streams. These revenue streams have been consistent for years and have provided Palantir with a stable revenue base.</p><p>Palantir also generates revenue through professional services. The revenue stream has been growing in recent years as the company has expanded its customer base and worked to diversify its revenues. While professional services can be a high-margin revenue stream, there is the risk that they may not be as scalable as software licensing because they rely on the availability of highly skilled professionals. Finally, a smaller revenue segment is the platform hosting and support services, which is relatively new and represents a growing opportunity for Palantir as it expands.</p><p>Palantir maintains its growth in the government segment by developing and enhancing solutions tailored to meet the specific needs of government agencies, targeting new government agencies or departments, and developing relationships and partnerships to expand its reach and influence. For example, a £75 million Enterprise Agreement with the UK Ministry of Defense and an extended contract with the US Army Research Lab to deliver AI and ML capabilities provLasegment&#39;s resiliency.</p><p>Last but not least, based on the company&#39;s weighted average contract duration, the firm expects an additional 2.8-year contract duration. Specifically, as per note 15, Palantir&#39;s weighted average useful life stood at 4.85 years, and this enhances the predictability element of Palantir&#39;s revenue.</p><h3><img src=\"https://static.tigerbbs.com/c901625acc99ee365742f79ad2815a73\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/>Questioning Profitability?</h3><p>Karp noted on the latest earnings call:</p><blockquote>We were profitable for the first time in our company&#39;s history last quarter.</blockquote><p>Mr. Market rushed to buy Palantir&#39;s &#34;Profitability&#34; cover story. Palantir reported its first profitable quarter in its 20 years of existence with a $30.9 million positive net income. Some unusual items stand out after digging deeper into the net income breakdown. As per note 14 in the 10-K form, the firm operationally is not profitable yet. Specifically, Palantir has recorded a $44.3 million fair value gain due to the Palantir Japan &#34;step acquisition&#34;. Excluding this item, net income would still be at a loss, but the path to operational profitability has become more evident.</p><h3><img src=\"https://static.tigerbbs.com/2d2d8264468aa0caaa6c1c3e0f63ff6a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>SBC Normalization</h3><p>Stock-based compensation (SBC) used to be Palantir&#39;s Achilles heel and a deal breaker for many investors. Last year, Karp explicitly stated that investors could expect normalization in the next 18 to 24 months, as it happened. One of my favorite metrics for Palantir is the SBC-to-Revenue ratio, which has dropped to 30% in 2022 and was the second consecutive annual drop. The decrease was attributable to the inverse movement of 24% YoY revenue growth and the 27% decline in the SBC to $565 million from $779 million in 2021.</p><p>Looking forward, to develop a reasonable expectation for SBC&#39;s trend, the Restricted-Stock-Units (RSU) provides the unrecorded SBC element. Specifically, this is the sum of SBC from the current plans, which include Options subject to vesting conditions as the employees fulfill their duties throughout the vesting period.</p><p>As of the year-end of 2021, the company had 326.9 million options outstanding with 8.33 remaining contractual life. The options outstanding account for 15.8% of total shares outstanding, slightly better than 2021, at 17.4%. Assuming the options vest and convert evenly in the next eight years, it implies around 39 million shares of annual dilution or 1.8% of the 2022 year-end share count. However, this figure does not take into account new RSU grants.</p><p><img src=\"https://static.tigerbbs.com/4f651afc9903181a4bf4ba52d0ee651d\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/>In last year&#39;s article, we explored why Palantir&#39;s SBC has reached an inflection point. If this inverse relationship persists for another two to three years, Palantir will eventually reach GAAP profitability. Nevertheless, we investors are looking for companies that can add shareholder value; thus, focusing on the revenue growth rate compared to the dilution rate is the key.</p><p>Additionally, although Palantir increased its share count by a staggering 97% in 2021, there is light at the end of the tunnel. In 2022, the dilutive effect was minor, with only a slight increase in share count of 7%. On the contrary, the revenue growth rate was much faster, and this gap added value to the firm. In general, investors should closely track this metric as the wider this gap gets, the more shareholder value Palantir offers.</p><h3><img src=\"https://static.tigerbbs.com/30159cf2cee1b27c842c74b5488a2e55\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/>Strategic Partnerships &amp; Collaborations</h3><p>Palantir has differentiated from competitors and positioned itself for sustained growth in the government and defense sectors over the long term. Palantir is developing and tailoring its products and services in the commercial segment, creating specialized solutions for specific industries or customizing its existing solutions to fit unique needs. In addition, it targets new industries or geographies and develops marketing strategies, strategic partnerships, and collaborations to reach new customers.</p><p>For example, Palantir collaborates with WesTrac, a provider of heavy equipment and aftermarket services to Australia&#39;s mining and construction sectors. The partnership will see Palantir&#39;s Foundry platform deployed across WesTrac&#39;s servicing and rebuilding operations centers in Perth. This partnership further expands Palantir&#39;s presence in the Australian industrial sector, complementing its long-standing collaboration with Rio Tinto (RIO).</p><p>Palantir has proactively formed strategic partnerships and collaborations with various companies to expand its reach, diversify its operations, and accelerate growth. With its flagship product, Foundry, Palantir is well-positioned to leverage data to drive better decision-making across organizations, making it an attractive partner for companies in various sectors.</p><p>Palantir has partnered with Lockheed Martin (LMT) to speed up the delivery of Aegis and future integrated combat system software through Palantir Apollo. The collaboration aims to improve the delivery of software that supports defense systems. Palantir&#39;s Apollo platform will enhance the efficiency and accuracy of software delivery for Aegis and other integrated combat systems. This collaboration highlights Palantir&#39;s ability to use data analysis and software expertise to support the defense industry.</p><p>Recent partnerships, such as those with WesTrac, Crisis24, and Tampa General Hospital, demonstrate Palantir&#39;s ability to serve industries such as mining, security, healthcare, and construction. These partnerships will likely accelerate the adoption of Palantir&#39;s products and services and enable the company to expand its market share.</p><p>Moreover, Palantir&#39;s collaborations with the Centers for Disease Control and Prevention in the US and the Ministry of Health in New South Wales, Australia, have shown that the company can provide valuable tools for public health preparedness, particularly in the face of pandemics.</p><p>Overall, Palantir&#39;s partnerships and collaborations have positioned the company to continue to grow and innovate, with the potential to enter new markets and drive its expansion in existing ones. As a result, it will lead to solid long-term growth in its financial performance and valuations.</p><h3>Additional Risks To Consider</h3><p>The revised growth guidance of 16% revenue growth is nearly half last year&#39;s 30% annual growth. Favorably, the Gov segment has shown its resiliency and recession-proof nature throughout 2021, so we shouldn&#39;t expect much volatility considering the geopolitical tensions that favor Palantir. On the other hand, even though the Com segment has meaningfully expanded and remains a growth catalyst for PLTR, the macro uncertainty might decelerate its growth in the short run.</p><p>Criticism for Palantir&#39;s collaboration with government agencies, particularly in surveillance and immigration enforcement, poses a significant risk to the stock&#39;s price growth. Any public disclosure that Palantir&#39;s software has been used to violate privacy rights and target vulnerable populations, such as immigrants and refugees, can severely affect its stock price.</p><p>Finally, emerging trends in data analytics, such as edge computing, artificial intelligence and machine learning, cloud-based analytics, augmented analytics, and predictive analytics, have boosted market competition. As a result, it could pressure Palantir to lower prices and invest more aggressively in research and development.</p><h3><img src=\"https://static.tigerbbs.com/2a4f5bab4bc3bab1ae1fa7c2c0bc0ad3\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Takeaway</h3><p>Although Palantir has established itself as a significant player in the data analytics market, its business outlook is subject to several risks and uncertainties. Nevertheless, the improving profitability and dilution prospects will strongly support PLTR&#39;s market valuation over the long term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Why I Am Still In</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: Why I Am Still In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4582503-palantir-why-i-am-still-in><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMr. Market rushed to buy Palantir's \"Profitability\" cover story. However, the company is not operationally profitable yet, but we should get there soon.Palantir's ARPC was down by 20%, reaching...</p>\n\n<a href=\"https://seekingalpha.com/article/4582503-palantir-why-i-am-still-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4582503-palantir-why-i-am-still-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121046489","content_text":"SummaryMr. Market rushed to buy Palantir's \"Profitability\" cover story. However, the company is not operationally profitable yet, but we should get there soon.Palantir's ARPC was down by 20%, reaching $5.2 million, but the decrease was attributable to the expanding commercial customer base, which started with a lower contract value (acquire-phase).The never-ending global tensions and geopolitical uncertainty highlight the company's critical role in the global arena and the impact of the digitized battlefield.SBC is Palantir's Achilles heel, but the normalization path is more apparent than ever.I stay bullish on personal and model portfolios, with PLTR's short-term target price of $10.Investment ThesisAfter 20 years of Palantir Technologies Inc.'s  existence, the company has never made a profit. Surprisingly, PLTR announced its first profitable quarter in Q4, which marks a new era for the firm. However, following the spike in the stock price above $10/share, the rally was short-lived as many investors rushed to exit.Important Distinction TAM Vs. SOMAs previously examined in the company's S-1 filings, Palantir has a total addressable market (TAM) of $119 billion, but the firm did not update its TAM beyond that figure. According to Slintel, Palantir's current low market penetration is around 1.78%, suggesting the company has considerably more room for growth.According to a report from Precedence Research, the global market size for data analytics will continue to grow at an impressive CAGR of 30.41% from 2022-2030 and is expected to hit $346.33 billion in 2030. To that effect, the rapidly increasing demand for data analytics services and solutions worldwide will benefit Palantir's financial performance over the long term by expanding its TAM.Although there is some disagreement regarding Palantir's TAM of $119 billion compared to its serviceable obtainable market (SOM), my best estimate for Palantir's medium-term SOM ranges between $40-$50 billion, consisting of data visualization, predictive analytics, and fraud analytics. In other words, with $1.9 billion in revenue, Palantir has captured around 4% of the market share.Revenue Components (Gov Vs. Com)Palantir has expanded its business beyond government contracts to include more commercial clients. This diversification move maintained the company's consistent strong revenue growth (24% YoY) for 2022 despite macroeconomic adversities, and it expects a continued revenue expansion in 2023. In addition, Palantir's revenue continued to experience growth over the long term with the expansion of the primary market due to its enhanced engagement in commercial space. However, its limited focus on non-US markets restricts its ability to expand its customer base and revenue streams.Specifically, the government segment (Gov) generated 56% of the $1.9 billion revenue in 2022; the rest came from the commercial segment (Com), and the majority of the customers, 61%, were in the US. Favorably, Palantir managed to grow its total customers, however, by 55%, reaching 367 customers by the end of 2022. As a result, the average revenue per customer (ARPC) dropped for a second consecutive year by 20%, down to $5.2 million per customer.At first glance, the drop signals that customers do not spend more with the firm on average. However, the drop was due to the notable increase in the commercial segment in 2022 by 28%, reaching 260 Com customers. Specifically, new Com customers start with relatively low contracts of around $2-$3 million, which drags down the overall ARPC. Yet, Com's growth slowed down from a 24% QoQ increase to 14%, but the overall trend is still favorable.Palantir initially started out getting contracts from the US Department of Defense. Despite the slight YoY 1.8% decrease in the number of Gov customers in 2022, the segment's ARPC remained the same throughout the year under the current challenging macro environment, proving the expanding ARPC and the Gov segment's recession-proof nature.In previous articles, I stressed the importance of the Com segment, which could be the long-term growth driver of Palantir. With 147 Com clients that generated $645 million in 2021, Palantir had a commercial ARPC of $4.39 million, whereas, in 2022, the ARPC dropped to $3.2 million with an $834 million revenue. The decrease was due to sizable customer acquisition with rapid YoY growth of 79% but with smaller contract sizes.CEO Alex Karp noted that 53% of Palantir's business deals are over $50 million. Favorably, the firm's top 20 customers spent $49.4 million in 2022, reporting a 13.3% YoY increase, supported by the Gov segment. Despite the customer base's resilient-proof attributes, having a large portion of revenues generated from a few large customers leads to less diversity and exposure to downside and volatility. Nevertheless, the increasing number of commercial customers partly mitigates this risk.Palantir has identified 6000 businesses with yearly revenues of at least $500 million, indicating potential clients with an average contract value of $9.33 million. To that effect, Palantir has achieved a 4.3% customer penetration but has an ARPC potential of nearly 3x. Furthermore, based on Palantir's \"Trojan Horse\" business model, many of these new Com customers will likely renew with a higher contract value in the foreseeable future, boosting ARPC levels.The company's reliance on long-term government contracts can be subject to political and budgetary changes, resulting in revenue fluctuations. The company has succeeded in the government and defense sectors but has significant potential to expand its commercial segment and maintain its growth. PLTR's software license and maintenance fees are its primary revenue streams. These revenue streams have been consistent for years and have provided Palantir with a stable revenue base.Palantir also generates revenue through professional services. The revenue stream has been growing in recent years as the company has expanded its customer base and worked to diversify its revenues. While professional services can be a high-margin revenue stream, there is the risk that they may not be as scalable as software licensing because they rely on the availability of highly skilled professionals. Finally, a smaller revenue segment is the platform hosting and support services, which is relatively new and represents a growing opportunity for Palantir as it expands.Palantir maintains its growth in the government segment by developing and enhancing solutions tailored to meet the specific needs of government agencies, targeting new government agencies or departments, and developing relationships and partnerships to expand its reach and influence. For example, a £75 million Enterprise Agreement with the UK Ministry of Defense and an extended contract with the US Army Research Lab to deliver AI and ML capabilities provLasegment's resiliency.Last but not least, based on the company's weighted average contract duration, the firm expects an additional 2.8-year contract duration. Specifically, as per note 15, Palantir's weighted average useful life stood at 4.85 years, and this enhances the predictability element of Palantir's revenue.Questioning Profitability?Karp noted on the latest earnings call:We were profitable for the first time in our company's history last quarter.Mr. Market rushed to buy Palantir's \"Profitability\" cover story. Palantir reported its first profitable quarter in its 20 years of existence with a $30.9 million positive net income. Some unusual items stand out after digging deeper into the net income breakdown. As per note 14 in the 10-K form, the firm operationally is not profitable yet. Specifically, Palantir has recorded a $44.3 million fair value gain due to the Palantir Japan \"step acquisition\". Excluding this item, net income would still be at a loss, but the path to operational profitability has become more evident.SBC NormalizationStock-based compensation (SBC) used to be Palantir's Achilles heel and a deal breaker for many investors. Last year, Karp explicitly stated that investors could expect normalization in the next 18 to 24 months, as it happened. One of my favorite metrics for Palantir is the SBC-to-Revenue ratio, which has dropped to 30% in 2022 and was the second consecutive annual drop. The decrease was attributable to the inverse movement of 24% YoY revenue growth and the 27% decline in the SBC to $565 million from $779 million in 2021.Looking forward, to develop a reasonable expectation for SBC's trend, the Restricted-Stock-Units (RSU) provides the unrecorded SBC element. Specifically, this is the sum of SBC from the current plans, which include Options subject to vesting conditions as the employees fulfill their duties throughout the vesting period.As of the year-end of 2021, the company had 326.9 million options outstanding with 8.33 remaining contractual life. The options outstanding account for 15.8% of total shares outstanding, slightly better than 2021, at 17.4%. Assuming the options vest and convert evenly in the next eight years, it implies around 39 million shares of annual dilution or 1.8% of the 2022 year-end share count. However, this figure does not take into account new RSU grants.In last year's article, we explored why Palantir's SBC has reached an inflection point. If this inverse relationship persists for another two to three years, Palantir will eventually reach GAAP profitability. Nevertheless, we investors are looking for companies that can add shareholder value; thus, focusing on the revenue growth rate compared to the dilution rate is the key.Additionally, although Palantir increased its share count by a staggering 97% in 2021, there is light at the end of the tunnel. In 2022, the dilutive effect was minor, with only a slight increase in share count of 7%. On the contrary, the revenue growth rate was much faster, and this gap added value to the firm. In general, investors should closely track this metric as the wider this gap gets, the more shareholder value Palantir offers.Strategic Partnerships & CollaborationsPalantir has differentiated from competitors and positioned itself for sustained growth in the government and defense sectors over the long term. Palantir is developing and tailoring its products and services in the commercial segment, creating specialized solutions for specific industries or customizing its existing solutions to fit unique needs. In addition, it targets new industries or geographies and develops marketing strategies, strategic partnerships, and collaborations to reach new customers.For example, Palantir collaborates with WesTrac, a provider of heavy equipment and aftermarket services to Australia's mining and construction sectors. The partnership will see Palantir's Foundry platform deployed across WesTrac's servicing and rebuilding operations centers in Perth. This partnership further expands Palantir's presence in the Australian industrial sector, complementing its long-standing collaboration with Rio Tinto (RIO).Palantir has proactively formed strategic partnerships and collaborations with various companies to expand its reach, diversify its operations, and accelerate growth. With its flagship product, Foundry, Palantir is well-positioned to leverage data to drive better decision-making across organizations, making it an attractive partner for companies in various sectors.Palantir has partnered with Lockheed Martin (LMT) to speed up the delivery of Aegis and future integrated combat system software through Palantir Apollo. The collaboration aims to improve the delivery of software that supports defense systems. Palantir's Apollo platform will enhance the efficiency and accuracy of software delivery for Aegis and other integrated combat systems. This collaboration highlights Palantir's ability to use data analysis and software expertise to support the defense industry.Recent partnerships, such as those with WesTrac, Crisis24, and Tampa General Hospital, demonstrate Palantir's ability to serve industries such as mining, security, healthcare, and construction. These partnerships will likely accelerate the adoption of Palantir's products and services and enable the company to expand its market share.Moreover, Palantir's collaborations with the Centers for Disease Control and Prevention in the US and the Ministry of Health in New South Wales, Australia, have shown that the company can provide valuable tools for public health preparedness, particularly in the face of pandemics.Overall, Palantir's partnerships and collaborations have positioned the company to continue to grow and innovate, with the potential to enter new markets and drive its expansion in existing ones. As a result, it will lead to solid long-term growth in its financial performance and valuations.Additional Risks To ConsiderThe revised growth guidance of 16% revenue growth is nearly half last year's 30% annual growth. Favorably, the Gov segment has shown its resiliency and recession-proof nature throughout 2021, so we shouldn't expect much volatility considering the geopolitical tensions that favor Palantir. On the other hand, even though the Com segment has meaningfully expanded and remains a growth catalyst for PLTR, the macro uncertainty might decelerate its growth in the short run.Criticism for Palantir's collaboration with government agencies, particularly in surveillance and immigration enforcement, poses a significant risk to the stock's price growth. Any public disclosure that Palantir's software has been used to violate privacy rights and target vulnerable populations, such as immigrants and refugees, can severely affect its stock price.Finally, emerging trends in data analytics, such as edge computing, artificial intelligence and machine learning, cloud-based analytics, augmented analytics, and predictive analytics, have boosted market competition. As a result, it could pressure Palantir to lower prices and invest more aggressively in research and development.TakeawayAlthough Palantir has established itself as a significant player in the data analytics market, its business outlook is subject to several risks and uncertainties. Nevertheless, the improving profitability and dilution prospects will strongly support PLTR's market valuation over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954792522,"gmtCreate":1676612097666,"gmtModify":1676612101590,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"Slow&nbsp;","listText":"Slow&nbsp;","text":"Slow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954792522","repostId":"2312142432","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955690460,"gmtCreate":1675380097850,"gmtModify":1676538997424,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"Not a straight forward price comparison...DYOR","listText":"Not a straight forward price comparison...DYOR","text":"Not a straight forward price comparison...DYOR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955690460","repostId":"1100478671","repostType":4,"repost":{"id":"1100478671","pubTimestamp":1675327113,"share":"https://ttm.financial/m/news/1100478671?lang=&edition=fundamental","pubTime":"2023-02-02 16:38","market":"us","language":"en","title":"Tesla Discounts Threaten to Drag Rivals Into EV Price War","url":"https://stock-news.laohu8.com/highlight/detail?id=1100478671","media":"Bloomberg","summary":"Industry risks hit to profitability if price cuts spreadDebut of 50 EV models in US this year to add","content":"<html><head></head><body><ul><li>Industry risks hit to profitability if price cuts spread</li><li>Debut of 50 EV models in US this year to add pressure</li></ul><p>A price war is brewing in the electric vehicle market, but General Motors Co. and Volkswagen AG both said they plan to avoid joining the fray — for now.</p><p>Tesla Inc., the largest EV seller in the US, recently slashed prices by as much as 20% on some models. Ford Motor Co. followed suit, reducing the sticker on its Mustang Mach-E by an average of $4,500.</p><p><img src=\"https://static.tigerbbs.com/e87d5488ef53eaf5fb711b9f0a33931d\" tg-width=\"641\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/>There actions were partly driven by new rules on federal EV subsidies starting this year, which were crafted after passage of President Joe Biden’s signature Inflation Reduction Act. Tesla and Ford both cited the need to cut consumer costs so that buyers could max out on tax credits of as much as $7,500.</p><p>Investors worry that these reductions, coupled with the release of dozens of new EV models later this year, could cause prices to spiral lower and hamper profitability.</p><p>However, GM Chief Executive Officer Mary Barra and her counterpart Oliver Blume at Volkswagen both said Tuesday that they can avoid cutting prices.</p><p>“Right now, we’re priced where we need to be,” Barra told analysts on a conference call. “With the strength of our product portfolio and what we have coming, we’re positioned well.”</p><p>Blume had a similar view, telling the Frankfurter Allgemeine Sonntagszeitung that the company had a clear pricing strategy and is focused on reliability.</p><p>“We trust in the strength of our products and brands,” Blume told the newspaper.</p><p>GM trailed competitors into the higher end of the EV market, which could forestall the need for discounts if a price war breaks out because it has fewer cars in the pipeline or sitting on dealer lots.</p><p>Plus, customers have lined up for both Lyriq and Hummer vehicles, so GM isn’t feeling pressure yet, said Jeff Schuster, senior vice president of forecasting for researcher LMC Automotive.</p><p>The automaker is just ramping up battery cell production at its Ultium Cells LLC joint-venture plant in Ohio. In the second half of 2023, it’s increasing production of current EVs and adding three Chevrolet models.</p><p>“I get what they said, which is they have a backlog and don’t need to cut prices now,” Schuster said. “But when they don’t have constraints, will they want volume or pricing?”</p><p>If the rest of the industry gets sucked into price cutting, GM’s aggressive plans could be one of the main reasons. Barra said 2023 will “be a breakout year for the Ultium platform.” The company will begin building the Chevy Silverado pickup and Blazer and Equinox SUVs. The Blazer will compete directly with Ford’s Mach-E and Tesla Model Y, where the EV maker cut prices the most.</p><p>On top of that, automakers will collectively add 50 new EVs this year. Some are small-volume entries from startups and others are electric vans aimed at corporate fleet customers, but most are aimed at retail buyers.</p><p>Schuster said Tesla’s Gigafactory in Austin, Texas, which opened in late 2021, has capacity to build 500,000 vehicles annually, but produced only 93,000 last year. As production rises, there may be more pressure to cut prices to meet sales volume expectations, he said. When the Cybertruck goes into production, which could be late this year, that could push Ford to cut F-150 Lightning pickup prices.</p><p>Tesla CEO Elon Musk has a goal to increase sales 50% — a target the company missed in 2022 — to 1.8 million units this year. The company has strong margins and could sacrifice them to make life tough on competitors.</p><p>There’s one mitigating factor at play, which is that price reductions by Tesla and Ford don’t necessarily mean that the EV market is in trouble. In both cases, the companies rolled back hikes from last year when the chip shortage slowed production and fueled big gains in pricing for new cars.</p><p>Still, as competition heats up, EV buyers could benefit with more affordable options. And that would pressure profits, according to John Murphy, an analyst for Bank of America.</p><p>“The irrational pricing spiral that appears to be beginning on EVs will hopefully be quickly remedied by criticism by investors — if heeded,” Murphy wrote in a research note. “If not, we believe there is significant risk.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Discounts Threaten to Drag Rivals Into EV Price War</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 Discounts Threaten to Drag Rivals Into EV Price War\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-02 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-01/tesla-ev-price-cuts-threaten-to-drag-gm-volkswagen-into-price-war?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry risks hit to profitability if price cuts spreadDebut of 50 EV models in US this year to add pressureA price war is brewing in the electric vehicle market, but General Motors Co. and ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-01/tesla-ev-price-cuts-threaten-to-drag-gm-volkswagen-into-price-war?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-01/tesla-ev-price-cuts-threaten-to-drag-gm-volkswagen-into-price-war?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100478671","content_text":"Industry risks hit to profitability if price cuts spreadDebut of 50 EV models in US this year to add pressureA price war is brewing in the electric vehicle market, but General Motors Co. and Volkswagen AG both said they plan to avoid joining the fray — for now.Tesla Inc., the largest EV seller in the US, recently slashed prices by as much as 20% on some models. Ford Motor Co. followed suit, reducing the sticker on its Mustang Mach-E by an average of $4,500.There actions were partly driven by new rules on federal EV subsidies starting this year, which were crafted after passage of President Joe Biden’s signature Inflation Reduction Act. Tesla and Ford both cited the need to cut consumer costs so that buyers could max out on tax credits of as much as $7,500.Investors worry that these reductions, coupled with the release of dozens of new EV models later this year, could cause prices to spiral lower and hamper profitability.However, GM Chief Executive Officer Mary Barra and her counterpart Oliver Blume at Volkswagen both said Tuesday that they can avoid cutting prices.“Right now, we’re priced where we need to be,” Barra told analysts on a conference call. “With the strength of our product portfolio and what we have coming, we’re positioned well.”Blume had a similar view, telling the Frankfurter Allgemeine Sonntagszeitung that the company had a clear pricing strategy and is focused on reliability.“We trust in the strength of our products and brands,” Blume told the newspaper.GM trailed competitors into the higher end of the EV market, which could forestall the need for discounts if a price war breaks out because it has fewer cars in the pipeline or sitting on dealer lots.Plus, customers have lined up for both Lyriq and Hummer vehicles, so GM isn’t feeling pressure yet, said Jeff Schuster, senior vice president of forecasting for researcher LMC Automotive.The automaker is just ramping up battery cell production at its Ultium Cells LLC joint-venture plant in Ohio. In the second half of 2023, it’s increasing production of current EVs and adding three Chevrolet models.“I get what they said, which is they have a backlog and don’t need to cut prices now,” Schuster said. “But when they don’t have constraints, will they want volume or pricing?”If the rest of the industry gets sucked into price cutting, GM’s aggressive plans could be one of the main reasons. Barra said 2023 will “be a breakout year for the Ultium platform.” The company will begin building the Chevy Silverado pickup and Blazer and Equinox SUVs. The Blazer will compete directly with Ford’s Mach-E and Tesla Model Y, where the EV maker cut prices the most.On top of that, automakers will collectively add 50 new EVs this year. Some are small-volume entries from startups and others are electric vans aimed at corporate fleet customers, but most are aimed at retail buyers.Schuster said Tesla’s Gigafactory in Austin, Texas, which opened in late 2021, has capacity to build 500,000 vehicles annually, but produced only 93,000 last year. As production rises, there may be more pressure to cut prices to meet sales volume expectations, he said. When the Cybertruck goes into production, which could be late this year, that could push Ford to cut F-150 Lightning pickup prices.Tesla CEO Elon Musk has a goal to increase sales 50% — a target the company missed in 2022 — to 1.8 million units this year. The company has strong margins and could sacrifice them to make life tough on competitors.There’s one mitigating factor at play, which is that price reductions by Tesla and Ford don’t necessarily mean that the EV market is in trouble. In both cases, the companies rolled back hikes from last year when the chip shortage slowed production and fueled big gains in pricing for new cars.Still, as competition heats up, EV buyers could benefit with more affordable options. And that would pressure profits, according to John Murphy, an analyst for Bank of America.“The irrational pricing spiral that appears to be beginning on EVs will hopefully be quickly remedied by criticism by investors — if heeded,” Murphy wrote in a research note. “If not, we believe there is significant risk.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921410883,"gmtCreate":1671110005342,"gmtModify":1676538491698,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921410883","repostId":"9921404673","repostType":1,"repost":{"id":9921404673,"gmtCreate":1671106011792,"gmtModify":1676538490953,"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>it's game over for Tesla alrdy&nbsp; &nbsp;.. no more to the moon... cut loss now if u don't want another 50% losses .. stop listening to your YouTuber clowns claiming Tesla fundamentals no change..alrdt change liao .ever since Elon musk took over as twitter CEO and appoint another CEO for the Tesla seat .no more","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>it's game over for Tesla alrdy&nbsp; &nbsp;.. no more to the moon... cut loss now if u don't want another 50% losses .. stop listening to your YouTuber clowns claiming Tesla fundamentals no change..alrdt change liao .ever since Elon musk took over as twitter CEO and appoint another CEO for the Tesla seat .no more","text":"$Tesla Motors(TSLA)$ it's game over for Tesla alrdy .. no more to the moon... cut loss now if u don't want another 50% losses .. stop listening to your YouTuber clowns claiming Tesla fundamentals no change..alrdt change liao .ever since Elon musk took over as twitter CEO and appoint another CEO for the Tesla seat .no more","images":[{"img":"https://community-static.tradeup.com/news/bd85af88c24aecf2a7595e7956836c2d","width":"720","height":"1382"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921404673","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923887770,"gmtCreate":1670825697091,"gmtModify":1676538441444,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>For this year&nbsp;","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>For this year&nbsp;","text":"$Invesco QQQ Trust(QQQ)$ For this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923887770","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929859595,"gmtCreate":1670639252318,"gmtModify":1676538410258,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bull with horns","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bull with horns","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$ Bull with horns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929859595","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920493188,"gmtCreate":1670538839544,"gmtModify":1676538386964,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION-OCBC HSTECH ETF S$(HST.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Good timing&nbsp;","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION-OCBC HSTECH ETF S$(HST.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Good timing&nbsp;","text":"$LION-OCBC HSTECH ETF S$(HST.SI)$ Good timing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920493188","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967574642,"gmtCreate":1670367469887,"gmtModify":1676538351655,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>I'm buying&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>I'm buying&nbsp;","text":"$Tesla Motors(TSLA)$ I'm buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967574642","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967631953,"gmtCreate":1670308473173,"gmtModify":1676538341670,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>A buy at $177","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>A buy at $177","text":"$Tesla Motors(TSLA)$ A buy at $177","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967631953","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967072563,"gmtCreate":1670241781552,"gmtModify":1676538327250,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"themes":[],"htmlText":"Nice to know&nbsp;","listText":"Nice to know&nbsp;","text":"Nice to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967072563","repostId":"2288383909","repostType":4,"repost":{"id":"2288383909","pubTimestamp":1670254211,"share":"https://ttm.financial/m/news/2288383909?lang=&edition=fundamental","pubTime":"2022-12-05 23:30","market":"other","language":"en","title":"2 Under-the-Radar Cryptocurrencies With More Potential Than Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2288383909","media":"Motley Fool","summary":"At a time when most cryptos are in the red, two Bitcoin alternatives -- Litecoin and Dash -- are starting to pull away from the pack.","content":"<html><head></head><body><p>In the crypto market, all eyes are on <b>Bitcoin</b>, and for good reason. Not only is it the largest crypto by market capitalization, it is also historically the one crypto that leads the market both higher and lower. That creates the opportunity for some cryptos to trade under the radar of investors who are too busy watching Bitcoin.</p><p>This could be the situation now with <b>Litecoin</b> and <b>Dash</b>, which have pushed steadily higher over the past month at a time when Bitcoin is losing momentum. Litecoin is up 39.70% over the past 30 days, while Dash is up 8.13% over that same time period. In contrast, Bitcoin is down 16.68%.</p><h2>What do all of these coins have in common?</h2><p>Both Litecoin and Dash are based on the same cryptocurrency technology used to create Bitcoin. While Bitcoin launched as the original cryptocurrency back in 2009, Litecoin launched two years later as a &#34;lite&#34; version of it, hence the name. The goal of Litecoin was simply to improve on what Bitcoin already offered in terms of faster, cheaper payments.</p><p>The story is similar for Dash, which launched in 2014 as a fork of Litecoin. This means that the original blockchain developers behind Litecoin decided to split the main blockchain and name the new one Dash.</p><p>The fact that all three cryptos are related is important because it means all three are based on roughly the same proof-of-work blockchain technology that relies on mining to create new blocks for the blockchain.</p><p>This also means that all three of these coins undergo a process known as a &#34;halving&#34; on a schedule set by an algorithm. In a halving, the block reward for miners is cut by one-half. Bitcoin undergoes a halving every four years, as does Litecoin. Dash undergoes a halving once every 365 days, because the block reward is reduced by only 7.14%, not 50%.</p><h2>How to profit from the halving</h2><p>Historically, halving events have been very lucrative for traders and have always been very much anticipated by the crypto market. The easiest way to profit from these events is to buy anywhere from 12 to 15 months ahead of the next halving. Since the date of each halving is determined algorithmically, it is easy to pinpoint when this is going to happen for each coin. The next Bitcoin halving is March 2024, the next Litecoin halving is July 2023, and the next Dash halving is May 2023.</p><p>Once you understand the timing of these halving events, it&#39;s easy to see why Litecoin and Dash both appear to be diverging from Bitcoin right now. If historical models hold, one would expect Dash and Litecoin to benefit first from their respective halving events, and Bitcoin to lag behind by at least several months. Moreover, since the Dash halving is not nearly as pronounced as the Litecoin halving (7.14% compared to 50%), one would also expect a greater rally in the price of Litecoin than in Dash, which is what we are seeing. Right now, traders are expecting that Litecoin could have a 200% price rally by the time of its next halving.</p><h2>More potential than Bitcoin, but for how long?</h2><p>For this reason, Litecoin and Dash could have more potential than Bitcoin over the near-term future. Crypto publications are already starting to talk about the &#34;pre-halving rally&#34; for Litecoin, which has only intensified the impact of this effect. Since the Bitcoin halving is not going to happen until 2024, it will likely trade sideways for the rest of this year and into early 2023. Thus, a very short-term window exists for Litecoin and Dash to outperform Bitcoin. At a time when much of the crypto market is deep in the red, this could be a sneaky opportunity to profit from both Litecoin and Dash.</p><p>Over the long term, though, I&#39;m still much more bullish on Bitcoin than on either Litecoin or Dash. For example, some traders are predicting that Bitcoin could rally to $63,000 by March 2024 as a result of investor anticipation of the next halving. If there is one cryptocurrency to buy and hold for the long term, it&#39;s Bitcoin. But if you are looking to pad your crypto portfolio by year-end, it could be worth a closer look at Litecoin and Dash.</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 Under-the-Radar Cryptocurrencies With More Potential Than Bitcoin</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 Under-the-Radar Cryptocurrencies With More Potential Than Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/04/2-under-the-radar-cryptocurrencies-with-more-poten/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the crypto market, all eyes are on Bitcoin, and for good reason. Not only is it the largest crypto by market capitalization, it is also historically the one crypto that leads the market both higher...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/04/2-under-the-radar-cryptocurrencies-with-more-poten/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/12/04/2-under-the-radar-cryptocurrencies-with-more-poten/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288383909","content_text":"In the crypto market, all eyes are on Bitcoin, and for good reason. Not only is it the largest crypto by market capitalization, it is also historically the one crypto that leads the market both higher and lower. That creates the opportunity for some cryptos to trade under the radar of investors who are too busy watching Bitcoin.This could be the situation now with Litecoin and Dash, which have pushed steadily higher over the past month at a time when Bitcoin is losing momentum. Litecoin is up 39.70% over the past 30 days, while Dash is up 8.13% over that same time period. In contrast, Bitcoin is down 16.68%.What do all of these coins have in common?Both Litecoin and Dash are based on the same cryptocurrency technology used to create Bitcoin. While Bitcoin launched as the original cryptocurrency back in 2009, Litecoin launched two years later as a \"lite\" version of it, hence the name. The goal of Litecoin was simply to improve on what Bitcoin already offered in terms of faster, cheaper payments.The story is similar for Dash, which launched in 2014 as a fork of Litecoin. This means that the original blockchain developers behind Litecoin decided to split the main blockchain and name the new one Dash.The fact that all three cryptos are related is important because it means all three are based on roughly the same proof-of-work blockchain technology that relies on mining to create new blocks for the blockchain.This also means that all three of these coins undergo a process known as a \"halving\" on a schedule set by an algorithm. In a halving, the block reward for miners is cut by one-half. Bitcoin undergoes a halving every four years, as does Litecoin. Dash undergoes a halving once every 365 days, because the block reward is reduced by only 7.14%, not 50%.How to profit from the halvingHistorically, halving events have been very lucrative for traders and have always been very much anticipated by the crypto market. The easiest way to profit from these events is to buy anywhere from 12 to 15 months ahead of the next halving. Since the date of each halving is determined algorithmically, it is easy to pinpoint when this is going to happen for each coin. The next Bitcoin halving is March 2024, the next Litecoin halving is July 2023, and the next Dash halving is May 2023.Once you understand the timing of these halving events, it's easy to see why Litecoin and Dash both appear to be diverging from Bitcoin right now. If historical models hold, one would expect Dash and Litecoin to benefit first from their respective halving events, and Bitcoin to lag behind by at least several months. Moreover, since the Dash halving is not nearly as pronounced as the Litecoin halving (7.14% compared to 50%), one would also expect a greater rally in the price of Litecoin than in Dash, which is what we are seeing. Right now, traders are expecting that Litecoin could have a 200% price rally by the time of its next halving.More potential than Bitcoin, but for how long?For this reason, Litecoin and Dash could have more potential than Bitcoin over the near-term future. Crypto publications are already starting to talk about the \"pre-halving rally\" for Litecoin, which has only intensified the impact of this effect. Since the Bitcoin halving is not going to happen until 2024, it will likely trade sideways for the rest of this year and into early 2023. Thus, a very short-term window exists for Litecoin and Dash to outperform Bitcoin. At a time when much of the crypto market is deep in the red, this could be a sneaky opportunity to profit from both Litecoin and Dash.Over the long term, though, I'm still much more bullish on Bitcoin than on either Litecoin or Dash. For example, some traders are predicting that Bitcoin could rally to $63,000 by March 2024 as a result of investor anticipation of the next halving. If there is one cryptocurrency to buy and hold for the long term, it's Bitcoin. But if you are looking to pad your crypto portfolio by year-end, it could be worth a closer look at Litecoin and Dash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}