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LazyTitan

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- LazyTitanLazyTitan
  ·2023-07-11
  Debt free looks great on paper but it's at the cost of SBC and diluting the shares which still doesn't look good to me, I've been watching this for a year and still have doubt, I might be foolish but I'm not going to invest at this point.
  Palantir: This Is No Bubble, AI Hype Should Accelerate Growth
  imaginima Palantir (NYSE:PLTR) stock has been on fire. Not only has the company managed to offset decelerating revenue growth with a sudden push for GAAP profitability, but the surge in enthusiasm for
  Palantir: This Is No Bubble, AI Hype Should Accelerate Growth
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- LazyTitanLazyTitan
  ·2023-03-13
  Looks like a precaution move to stop the spreading of fear as well as opportunists but it should more than just 1?
  Signature Bank Closed by New York Regulators in SVB’s Wake
  Funds protected under exemption like Silicon Valley Bank’sAll Signature depositors ‘will be made who
  Signature Bank Closed by New York Regulators in SVB’s Wake
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- LazyTitanLazyTitan
  ·2022-12-13
  $Apple(AAPL)$
  553 Comment
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- LazyTitanLazyTitan
  ·2022-12-12
  $Apple(AAPL)$
  553 Comment
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- LazyTitanLazyTitan
  ·2022-12-10
  $Apple(AAPL)$
  607 Comment
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- LazyTitanLazyTitan
  ·2022-12-08
  Wuld really like to see if someone has insight on their inventory level, if it's high then probably the worst situation hasn't passed yt then I would not invest in them
  AMD Is the Big Loser in the Graphics Card Market
  Unit shipments plunged industrywide, but AMD was the worst performer by far.
  AMD Is the Big Loser in the Graphics Card Market
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- LazyTitanLazyTitan
  ·2022-12-08
  $Apple(AAPL)$
  546 Comment
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- LazyTitanLazyTitan
  ·2022-12-08
  Short term negative, long term intact.
  Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss
  Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (
  Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss
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- LazyTitanLazyTitan
  ·2022-12-06
  $Tesla Motors(TSLA)$
  383 Comment
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- LazyTitanLazyTitan
  ·2022-12-04
  $Apple(AAPL)$
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free looks great on paper but it's at the cost of SBC and diluting the shares which still doesn't look good to me, I've been watching this for a year and still have doubt, I might be foolish but I'm not going to invest at this point.","listText":"Debt free looks great on paper but it's at the cost of SBC and diluting the shares which still doesn't look good to me, I've been watching this for a year and still have doubt, I might be foolish but I'm not going to invest at this point.","text":"Debt free looks great on paper but it's at the cost of SBC and diluting the shares which still doesn't look good to me, I've been watching this for a year and still have doubt, I might be foolish but I'm not going to invest at this point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196608271224984","repostId":"2350916858","repostType":2,"repost":{"id":"2350916858","kind":"highlight","pubTimestamp":1689036038,"share":"https://ttm.financial/m/news/2350916858?lang=&edition=fundamental","pubTime":"2023-07-11 08:40","market":"us","language":"en","title":"Palantir: This Is No Bubble, AI Hype Should Accelerate Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2350916858","media":"seekingalpha","summary":"imaginima Palantir (NYSE:PLTR) stock has been on fire. Not only has the company managed to offset decelerating revenue growth with a sudden push for GAAP profitability, but the surge in enthusiasm for","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b4aeab920e4965d1dbfc6ca87bb379\" tg-width=\"750\" tg-height=\"422\"/></p><p>Palantir (NYSE:PLTR) stock has been on fire. Not only has the company managed to offset decelerating revenue growth with a sudden push for GAAP profitability, but the surge in enthusiasm for artificial intelligence has helped to highlight the company’s dominant positioning in the field. PLTR is a leader in helping companies make use of AI and I expect the latest AI developments to prove to be the long-awaited catalyst to increase demand. The company maintains a net cash balance sheet and has shown an ability and willingness to drive operating leverage. While the stock has seen a somewhat parabolic move higher and the valuation is no longer dirt-cheap, PLTR stock remains highly buyable for long term growth investors.</p><h2 id=\"id_43048794\">PLTR Stock Price</h2><p>What a difference a couple of months can bring - after languishing amidst the valuation reset in the tech sector, PLTR has shot straight up.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81db4626c2963c9ac066875939d0afaf\" tg-width=\"635\" tg-height=\"417\"/></p><p>Data by YCharts</p><p></p><p>I last covered PLTR in April where I discussed why the push for GAAP profitability paves the way for substantial upside. Even with the stock up 74% since then, I continue to see upside ahead.</p><h2 id=\"id_2320423507\">PLTR Stock Key Metrics</h2><p>In its most recent quarter, PLTR grew revenue by 18% YOY to $525 million with the US being its strongest region of growth. That comfortably beat guidance which had called for only $504 million in revenue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b255484f68a07f943fff79b6680cf97c\" tg-width=\"640\" tg-height=\"334\"/></p><p>2023 Q1 Presentation</p><p></p><p>PLTR grew its customer count by 41% YOY though overall growth may continue to lag customer count growth due to it taking time for customers to fully embrace the solutions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db297274b81ebc724a554f562adc622f\" tg-width=\"640\" tg-height=\"327\"/></p><p>2023 Q1 Presentation</p><p></p><p>At this point, investors have likely come to terms that revenue growth will be depressed in the near term due to the tough macro environment. Yet investors have shifted their focus to the company’s aggressive profitability targets. PLTR achieved GAAP profitability for the second consecutive quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07da8ba9529c4e1fbdde4e9ca6788801\" tg-width=\"640\" tg-height=\"339\"/></p><p>2023 Q1 Presentation</p><p></p><p>Unlike the first quarter, in which the GAAP profits were mainly due to non-cash realized gains on investments, this quarter saw PLTR generate GAAP operating income for the first time.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bce71b7ba9466eab540ba09e6b56611\" tg-width=\"640\" tg-height=\"339\"/></p><p>2023 Q1 Presentation</p><p></p><p>We can see below that the margin expansion was mainly driven by operating leverage, as the company managed to drive 18% top-line growth without materially increasing operating expenses.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da577d8b4ef0df0c7a0bbb97429e3e6\" tg-width=\"640\" tg-height=\"134\"/></p><p>2023 Q1 Press Release</p><p></p><p>Wall Street may have at some point assumed that these tech stocks were unable to show operating leverage, but these results (as well as the results of many other tech peers) have shown that these tech companies may have instead been intentionally aggressively investing in growth. Management continues to expect GAAP profitability for the full year with GAAP profits in each quarter.</p><p>PLTR ended the quarter with $2.9 billion in net cash - interest earned on that cash undoubtedly will continue to help net margins.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1290b4b3418de6c3344a10ef0eaef9f\" tg-width=\"640\" tg-height=\"333\"/></p><p>2023 Q1 Presentation</p><p></p><p>Looking ahead, PLTR has guided for the second quarter to see 12.5% YOY growth to $532 million, and for the year to see 17% YOY growth to $2.235 billion (a slight increase from prior guidance of $2.23 billion). PLTR expects to generate $556 million of adjusted operating income, up from the prior guidance of $531 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38a531a62df9c9e974c254cfbf26805\" tg-width=\"640\" tg-height=\"238\"/></p><p>2023 Q1 Presentation</p><p></p><p>These are strong financial results. Yes, revenue growth has decelerated meaningfully from the 30+% growth rates shown during the pandemic. But the stock is no longer selling for 30x sales, and lower valuations have changed the expectations. It is impressive that PLTR is able to sustain such robust revenue growth in spite of the tough macro environment, and simply incredible that the company is able to expand profit margins on top of that.</p><p>Yet I am of the view that it was not the financial results that have driven the latest rally. On the conference call, management fully embraced investor enthusiasm for AI, stating that “larger enduring value is more likely to emerge from the application and workflow layer,” in which PLTR is the clear leader. Like Microsoft (MSFT), PLTR has shown an aggressive growth mentality, with managing stating that “when you&#39;re ahead of the market, you need to take territory.” Whereas the hype for AI has reached a boiling point this year, the reality is that implementing AI may not be so trivial for every unique business need. PLTR views itself as being well positioned to capitalize on growing interest in AI because it can close the gap between demand and implementation.</p><h2 id=\"id_40726293\">Is PLTR Stock A Buy, Sell, or Hold?</h2><p>With that in mind, it may become easier to understand why PLTR stock has performed so strongly as of late. I view PLTR as being the ultimate AI consultant. There have been many reports about how providers of AI have no moat, I am of the view that PLTR has a great moat in being the preeminent implementer of AI for customers. Even prior to this year’s AI hype, PLTR was recognized as the worldwide leader in artificial intelligence.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ed72cc05b932939dcd8717105d275ba\" tg-width=\"640\" tg-height=\"340\"/></p><p>2023 Q1 Presentation</p><p></p><p>Some readers may be wondering if that leadership has been displaced by Microsoft’s partner in OpenAI or any of the other tech titans. The opposite is true: all of this AI hype has likely only driven increased demand in PLTR’s expertise. If the average person is suddenly interested in how they can use AI, then you can bet that enterprise companies are also thinking critically on how they can use AI to drive operational efficiencies as well.</p><p>PLTR has introduced its Artificial Intelligence Platform to help customers employ large language models.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d012ddb99b6a0c6dab3c605700d1de3\" tg-width=\"640\" tg-height=\"331\"/></p><p>2023 Q1 Presentation</p><p></p><p>Management noted that they have already seen “unprecedented demand” for AIP and I suspect that this should lead to accelerating growth in coming years. Consensus estimates are factoring in such acceleration, but I wouldn’t rule out a return to 30% growth rates.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e42e5c46b5a8ceec00ba2ce036481495\" tg-width=\"640\" tg-height=\"134\"/></p><p>Seeking Alpha</p><p></p><p>With PLTR now poised to deliver GAAP profitability, traditional and growth investors alike now can start comparing the stock’s valuation to stocks outside of the tech sector. Yes, the stock’s 15x sales multiple represents some premium to peers, but this is a company which can arguably drive 30% net margins over the long term. Based on 25% revenue growth, 30% long term net margins, and a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at 11.3x sales over the next several years, suggesting solid upside. Yes, my revenue growth assumption is higher than consensus estimates, but I reiterate my view that recent AI hype may be the catalyst to help revenue growth accelerate coming out of this tough macro environment. There is arguably significant upside to my target as much of the broader market trades at PEG ratios well in excess of 1.5x and one can make the argument that PLTR deserves a significant premium due to the high margin business model. That said, the vicious rally since my last coverage has reduced the multiple expansion potential in the near term, and I must downgrade my bullishness from &#34;strong buy&#34; to &#34;buy.&#34;</p><p>What are the key risks? From the get-go, PLTR has been a company full of promise, but management has arguably shown a history of over-promising and under-delivering. It is possible that revenue growth does not accelerate and the recent push for GAAP profitability is merely meant to offset such deceleration. In that case, my fair value estimate would decline considerably due to its heavy reliance on top-line growth. It is also possible that the tech titans find a way to make it easier for companies to implement AI for unique use cases, which would make PLTR’s business model somewhat obsolete. I find such a result unlikely as of the current moment, but AI is new waters and it is not clear what the future will hold. The stock is not nearly as cheap as it was just several months ago but I do not view it to be in a bubble (unlike some other AI stocks) and see considerable upside if my thesis of accelerating growth comes to fruition. I reiterate my buy rating for the stock especially for long-term growth investors.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: This Is No Bubble, AI Hype Should Accelerate Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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: This Is No Bubble, AI Hype Should Accelerate Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4616060-palantir-ai-hype-should-accelerate-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) stock has been on fire. Not only has the company managed to offset decelerating revenue growth with a sudden push for GAAP profitability, but the surge in enthusiasm for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4616060-palantir-ai-hype-should-accelerate-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0080751232.USD":"富达环球多元动力基金A","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4516":"特朗普概念","BK4528":"SaaS概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4023":"应用软件","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4576":"AR","LU0238689110.USD":"贝莱德环球动力股票基金","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4587":"ChatGPT概念","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4525":"远程办公概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4577":"网络游戏","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","BK4579":"人工智能","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","PLTR":"Palantir Technologies Inc.","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","MSFT":"微软","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4616060-palantir-ai-hype-should-accelerate-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2350916858","content_text":"Palantir (NYSE:PLTR) stock has been on fire. Not only has the company managed to offset decelerating revenue growth with a sudden push for GAAP profitability, but the surge in enthusiasm for artificial intelligence has helped to highlight the company’s dominant positioning in the field. PLTR is a leader in helping companies make use of AI and I expect the latest AI developments to prove to be the long-awaited catalyst to increase demand. The company maintains a net cash balance sheet and has shown an ability and willingness to drive operating leverage. While the stock has seen a somewhat parabolic move higher and the valuation is no longer dirt-cheap, PLTR stock remains highly buyable for long term growth investors.PLTR Stock PriceWhat a difference a couple of months can bring - after languishing amidst the valuation reset in the tech sector, PLTR has shot straight up.Data by YChartsI last covered PLTR in April where I discussed why the push for GAAP profitability paves the way for substantial upside. Even with the stock up 74% since then, I continue to see upside ahead.PLTR Stock Key MetricsIn its most recent quarter, PLTR grew revenue by 18% YOY to $525 million with the US being its strongest region of growth. That comfortably beat guidance which had called for only $504 million in revenue.2023 Q1 PresentationPLTR grew its customer count by 41% YOY though overall growth may continue to lag customer count growth due to it taking time for customers to fully embrace the solutions.2023 Q1 PresentationAt this point, investors have likely come to terms that revenue growth will be depressed in the near term due to the tough macro environment. Yet investors have shifted their focus to the company’s aggressive profitability targets. PLTR achieved GAAP profitability for the second consecutive quarter.2023 Q1 PresentationUnlike the first quarter, in which the GAAP profits were mainly due to non-cash realized gains on investments, this quarter saw PLTR generate GAAP operating income for the first time.2023 Q1 PresentationWe can see below that the margin expansion was mainly driven by operating leverage, as the company managed to drive 18% top-line growth without materially increasing operating expenses.2023 Q1 Press ReleaseWall Street may have at some point assumed that these tech stocks were unable to show operating leverage, but these results (as well as the results of many other tech peers) have shown that these tech companies may have instead been intentionally aggressively investing in growth. Management continues to expect GAAP profitability for the full year with GAAP profits in each quarter.PLTR ended the quarter with $2.9 billion in net cash - interest earned on that cash undoubtedly will continue to help net margins.2023 Q1 PresentationLooking ahead, PLTR has guided for the second quarter to see 12.5% YOY growth to $532 million, and for the year to see 17% YOY growth to $2.235 billion (a slight increase from prior guidance of $2.23 billion). PLTR expects to generate $556 million of adjusted operating income, up from the prior guidance of $531 million.2023 Q1 PresentationThese are strong financial results. Yes, revenue growth has decelerated meaningfully from the 30+% growth rates shown during the pandemic. But the stock is no longer selling for 30x sales, and lower valuations have changed the expectations. It is impressive that PLTR is able to sustain such robust revenue growth in spite of the tough macro environment, and simply incredible that the company is able to expand profit margins on top of that.Yet I am of the view that it was not the financial results that have driven the latest rally. On the conference call, management fully embraced investor enthusiasm for AI, stating that “larger enduring value is more likely to emerge from the application and workflow layer,” in which PLTR is the clear leader. Like Microsoft (MSFT), PLTR has shown an aggressive growth mentality, with managing stating that “when you're ahead of the market, you need to take territory.” Whereas the hype for AI has reached a boiling point this year, the reality is that implementing AI may not be so trivial for every unique business need. PLTR views itself as being well positioned to capitalize on growing interest in AI because it can close the gap between demand and implementation.Is PLTR Stock A Buy, Sell, or Hold?With that in mind, it may become easier to understand why PLTR stock has performed so strongly as of late. I view PLTR as being the ultimate AI consultant. There have been many reports about how providers of AI have no moat, I am of the view that PLTR has a great moat in being the preeminent implementer of AI for customers. Even prior to this year’s AI hype, PLTR was recognized as the worldwide leader in artificial intelligence.2023 Q1 PresentationSome readers may be wondering if that leadership has been displaced by Microsoft’s partner in OpenAI or any of the other tech titans. The opposite is true: all of this AI hype has likely only driven increased demand in PLTR’s expertise. If the average person is suddenly interested in how they can use AI, then you can bet that enterprise companies are also thinking critically on how they can use AI to drive operational efficiencies as well.PLTR has introduced its Artificial Intelligence Platform to help customers employ large language models.2023 Q1 PresentationManagement noted that they have already seen “unprecedented demand” for AIP and I suspect that this should lead to accelerating growth in coming years. Consensus estimates are factoring in such acceleration, but I wouldn’t rule out a return to 30% growth rates.Seeking AlphaWith PLTR now poised to deliver GAAP profitability, traditional and growth investors alike now can start comparing the stock’s valuation to stocks outside of the tech sector. Yes, the stock’s 15x sales multiple represents some premium to peers, but this is a company which can arguably drive 30% net margins over the long term. Based on 25% revenue growth, 30% long term net margins, and a 1.5x price to earnings growth ratio (‘PEG ratio’), I could see PLTR trading at 11.3x sales over the next several years, suggesting solid upside. Yes, my revenue growth assumption is higher than consensus estimates, but I reiterate my view that recent AI hype may be the catalyst to help revenue growth accelerate coming out of this tough macro environment. There is arguably significant upside to my target as much of the broader market trades at PEG ratios well in excess of 1.5x and one can make the argument that PLTR deserves a significant premium due to the high margin business model. That said, the vicious rally since my last coverage has reduced the multiple expansion potential in the near term, and I must downgrade my bullishness from \"strong buy\" to \"buy.\"What are the key risks? From the get-go, PLTR has been a company full of promise, but management has arguably shown a history of over-promising and under-delivering. It is possible that revenue growth does not accelerate and the recent push for GAAP profitability is merely meant to offset such deceleration. In that case, my fair value estimate would decline considerably due to its heavy reliance on top-line growth. It is also possible that the tech titans find a way to make it easier for companies to implement AI for unique use cases, which would make PLTR’s business model somewhat obsolete. I find such a result unlikely as of the current moment, but AI is new waters and it is not clear what the future will hold. The stock is not nearly as cheap as it was just several months ago but I do not view it to be in a bubble (unlike some other AI stocks) and see considerable upside if my thesis of accelerating growth comes to fruition. I reiterate my buy rating for the stock especially for long-term growth investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949674257,"gmtCreate":1678667808080,"gmtModify":1678667812158,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"Looks like a precaution move to stop the spreading of fear as well as opportunists but it should more than just 1?","listText":"Looks like a precaution move to stop the spreading of fear as well as opportunists but it should more than just 1?","text":"Looks like a precaution move to stop the spreading of fear as well as opportunists but it should more than just 1?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949674257","repostId":"1124991329","repostType":4,"repost":{"id":"1124991329","kind":"news","pubTimestamp":1678663848,"share":"https://ttm.financial/m/news/1124991329?lang=&edition=fundamental","pubTime":"2023-03-13 07:30","market":"us","language":"en","title":"Signature Bank Closed by New York Regulators in SVB’s Wake","url":"https://stock-news.laohu8.com/highlight/detail?id=1124991329","media":"Bloomberg","summary":"Funds protected under exemption like Silicon Valley Bank’sAll Signature depositors ‘will be made who","content":"<html><head></head><body><ul><li>Funds protected under exemption like Silicon Valley Bank’s</li><li>All Signature depositors ‘will be made whole,’ regulators say</li></ul><p><a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> was closed by New York state financial regulators on Sunday as the fallout from last week’s implosion of <a href=\"https://laohu8.com/S/SIVB\">SVB Financial Group</a>’s Silicon Valley Bank spreads to other lenders.</p><p>Depositors at the New York-based bank will have access to their money under “a similar systemic risk exception” to one that will allow Silicon Valley Bank clients to get their money on Monday, the Treasury Department, the Federal Reserve and the Federal Insurance Deposit Corp. said in a joint statement Sunday.</p><p>“All depositors of this institution will be made whole,” the regulators said. “As with the resolution of Silicon Valley Bank, no losses will be borne by the taxpayer.”</p><p>The decision to put Signature into receivership came as a surprise to its managers, who found out shortly before the public announcement, said a person familiar with the company’s operations. The bank faced a torrent of deposit outflows on Friday, but the situation had stabilized by Sunday, the person said, asking not to be identified discussing a private matter.</p><p>A Signature Bank representative declined to comment.</p><p>Signature Bank, a New York state-chartered commercial bank that’s FDIC-insured, had total assets of about $110.36 billion and total deposits of roughly $88.59 billion as of Dec. 31, the New York Department of Financial Services said in a separate statement.</p><p>Silicon Valley Bank abruptly became the biggest US lender to fail in more than a decade on Friday, unraveling in less than 48 hours after outlining a plan to shore up capital. The bank took a huge loss on sales of its securities amid rising interest rates, spooking investors and depositors who rapidly began pulling their money. On Thursday alone, investors and depositors tried to yank about $42 billion.</p><h3>Protecting Depositors</h3><p>US regulators are racing against the clock to find solutions for failed Silicon Valley Bank and stop a potential contagion from spreading to other lenders. Treasury Secretary Janet Yellen said Sunday that she approved a resolution for Silicon Valley Bank “that fully protects all depositors.” Concern about the health of other smaller banks focused on the venture capital and startup communities is prompting regulators to consider extraordinary measures to protect financial institutions and their depositors.</p><p>New York’s Department of Financial Services is in “close contact with all regulated entities in light of market events, monitoring market trends and collaborating closely with other state and federal regulators to protect consumers, ensure the health of the entities we regulate and preserve the stability of the global financial system,” Superintendent Adrienne A. Harris said in her agency’s statement.</p><p>Signature Bank came under the spotlight with the collapse of the FTX crypto exchange late last year.</p><p>FTX had accounts with Signature Bank, which the company said represented less than 0.1% of its overall deposits. In December, after FTX’s collapse, Signature said it planned to shed as much as $10 billion in deposits from digital-asset clients. That would bring crypto-related deposits to around 15% to 20% of its total, and the bank said it would cap the share of deposits from any single digital-asset client.</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, another bank hit hard by FTX’s implosion that spent recent weeks bombarded by short sellers, deserted by depositors and shunned by business partners, said last week it was closing its doors, just days before Silicon Valley Bank’s seizure.</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>Signature Bank Closed by New York Regulators in SVB’s Wake</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\">\nSignature Bank Closed by New York Regulators in SVB’s Wake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-12/signature-bank-closed-by-new-state-regulators-fdic-says><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Funds protected under exemption like Silicon Valley Bank’sAll Signature depositors ‘will be made whole,’ regulators saySignature Bank was closed by New York state financial regulators on Sunday as the...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-12/signature-bank-closed-by-new-state-regulators-fdic-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBNY":"签字银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-12/signature-bank-closed-by-new-state-regulators-fdic-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124991329","content_text":"Funds protected under exemption like Silicon Valley Bank’sAll Signature depositors ‘will be made whole,’ regulators saySignature Bank was closed by New York state financial regulators on Sunday as the fallout from last week’s implosion of SVB Financial Group’s Silicon Valley Bank spreads to other lenders.Depositors at the New York-based bank will have access to their money under “a similar systemic risk exception” to one that will allow Silicon Valley Bank clients to get their money on Monday, the Treasury Department, the Federal Reserve and the Federal Insurance Deposit Corp. said in a joint statement Sunday.“All depositors of this institution will be made whole,” the regulators said. “As with the resolution of Silicon Valley Bank, no losses will be borne by the taxpayer.”The decision to put Signature into receivership came as a surprise to its managers, who found out shortly before the public announcement, said a person familiar with the company’s operations. The bank faced a torrent of deposit outflows on Friday, but the situation had stabilized by Sunday, the person said, asking not to be identified discussing a private matter.A Signature Bank representative declined to comment.Signature Bank, a New York state-chartered commercial bank that’s FDIC-insured, had total assets of about $110.36 billion and total deposits of roughly $88.59 billion as of Dec. 31, the New York Department of Financial Services said in a separate statement.Silicon Valley Bank abruptly became the biggest US lender to fail in more than a decade on Friday, unraveling in less than 48 hours after outlining a plan to shore up capital. The bank took a huge loss on sales of its securities amid rising interest rates, spooking investors and depositors who rapidly began pulling their money. On Thursday alone, investors and depositors tried to yank about $42 billion.Protecting DepositorsUS regulators are racing against the clock to find solutions for failed Silicon Valley Bank and stop a potential contagion from spreading to other lenders. Treasury Secretary Janet Yellen said Sunday that she approved a resolution for Silicon Valley Bank “that fully protects all depositors.” Concern about the health of other smaller banks focused on the venture capital and startup communities is prompting regulators to consider extraordinary measures to protect financial institutions and their depositors.New York’s Department of Financial Services is in “close contact with all regulated entities in light of market events, monitoring market trends and collaborating closely with other state and federal regulators to protect consumers, ensure the health of the entities we regulate and preserve the stability of the global financial system,” Superintendent Adrienne A. Harris said in her agency’s statement.Signature Bank came under the spotlight with the collapse of the FTX crypto exchange late last year.FTX had accounts with Signature Bank, which the company said represented less than 0.1% of its overall deposits. In December, after FTX’s collapse, Signature said it planned to shed as much as $10 billion in deposits from digital-asset clients. That would bring crypto-related deposits to around 15% to 20% of its total, and the bank said it would cap the share of deposits from any single digital-asset client.Silvergate Capital Corp., another bank hit hard by FTX’s implosion that spent recent weeks bombarded by short sellers, deserted by depositors and shunned by business partners, said last week it was closing its doors, just days before Silicon Valley Bank’s seizure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923553998,"gmtCreate":1670888859814,"gmtModify":1676538452770,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923553998","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923152033,"gmtCreate":1670813178522,"gmtModify":1676538438665,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923152033","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929844793,"gmtCreate":1670640969112,"gmtModify":1676538410799,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929844793","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920845555,"gmtCreate":1670469124878,"gmtModify":1676538375096,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"Wuld really like to see if someone has insight on their inventory level, if it's high then probably the worst situation hasn't passed yt then I would not invest in them","listText":"Wuld really like to see if someone has insight on their inventory level, if it's high then probably the worst situation hasn't passed yt then I would not invest in them","text":"Wuld really like to see if someone has insight on their inventory level, if it's high then probably the worst situation hasn't passed yt then I would not invest in them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920845555","repostId":"2289143998","repostType":2,"repost":{"id":"2289143998","kind":"highlight","pubTimestamp":1670421650,"share":"https://ttm.financial/m/news/2289143998?lang=&edition=fundamental","pubTime":"2022-12-07 22:00","market":"us","language":"en","title":"AMD Is the Big Loser in the Graphics Card Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2289143998","media":"Motley Fool","summary":"Unit shipments plunged industrywide, but AMD was the worst performer by far.","content":"<html><head></head><body><p>Unit shipments of graphics cards plunged 31.9% year over year in the third quarter, according to data from Jon Peddie Research, the first decline since the pandemic began. There are multiple headwinds plaguing the industry:</p><ul><li>Demand from cryptocurrency miners has essentially vanished as crypto prices plunge, and a recovery doesn&#39;t look likely as the industry buckles under the weight of scandals and frauds.</li><li>The PC market is in shambles, with unit shipments plunging nearly 20% in the third quarter. Excluding <b>Apple</b> products, global PC unit shipments are now below pre-pandemic levels.</li><li>There&#39;s way too much channel inventory. As resellers and OEMs work to knock down inventory levels, they&#39;re buying at rates lower than end-market demand.</li></ul><h2>Nvidia gains market share</h2><p>Despite the environment, market leader <b>Nvidia</b> strengthened its lead. The company saw its graphics card unit shipments fall just 25% year over year, a better performance than the overall market, while it boosted its market share by 7 percentage points to 86%.</p><p>New RTX 4000 series products may be helping the cause. Nvidia launched the high-end RTX 4090 and RTX 4080 graphics cards in October, and while these aren&#39;t high-volume parts, they stand alone at the top of the market for those looking for the absolute best performance. There may have been some benefit for Nvidia late in the quarter as graphics card companies readied for launch.</p><p>Nvidia still expects its gaming business to be weak in the fourth quarter as it finishes clearing out channel inventory. While the company sees higher sales compared to the third quarter, it also expects revenue to come in below end-market demand as inventory issues linger.</p><h2>AMD falls apart</h2><p><b>Advanced Micro Devices</b> has announced new high-end graphics cards, but they don&#39;t become available until later this month. The company received no benefit from new products in the third quarter, and it appears its inventory situation was far worse than Nvidia&#39;s. AMD saw year-over-year unit shipments plunge 68.8%, far worse than the overall market.</p><p>AMD&#39;s unit market share tumbled to just 10%, down from 21% in the prior-year period. The company has made great strides in the graphics card market, and its products go toe-to-toe with Nvidia at various price points. But either AMD, its partners, or both seem to have gotten way ahead of themselves.</p><p>Jon Peddie Research had this to say about irrational behavior in the supply chain: &#34;...disruptions in the supply chain and the time needed to make corrections in the overly enthusiastic production commitments left most suppliers with more inventory than anticipated...there was a serious loss of common sense and historical perspective exhibited by many suppliers that has come home to roost.&#34;</p><h2>Intel makes gains</h2><p><b>Intel</b> reentered the discrete graphics card market in early October with the launch of its Arc A750 and Arc A770 graphics cards. These are midrange cards priced aggressively, and they received generally positive reviews.</p><p>The biggest downside is software -- Intel initially tried to leverage drivers for its integrated graphics products, but that strategy didn&#39;t work well. The company is now playing catch-up as it fixes issues with specific games and works to ensure its graphics cards support a broad set of popular titles.</p><p>Jon Peddie Research puts Intel&#39;s graphics card market share at 4% in the third quarter, up from nothing in the prior-year period. While its Arc cards didn&#39;t launch until the beginning of the fourth quarter, shipments to partners prior to that launch are likely what drove Intel&#39;s market share gains.</p><p>In the long run, Intel has an opportunity to become a major player in the graphics card industry, giving gamers a third option and breaking the Nvidia-AMD duopoly.</p><h2>Recovery will take time</h2><p>Some sources of demand for graphics cards, namely from cryptocurrency miners, likely aren&#39;t coming back. Demand from gamers will eventually recover, although a tough economy may slow down that process. If there is a recession next year, it&#39;s hard to imagine demand for graphics cards returning to pandemic boom levels anytime soon.</p><p>Artificial intelligence may end up being a bright spot. Graphics cards are heavily used to train and use AI models, and the technology is making waves as it becomes more sophisticated. ChatGPT from OpenAI, for example, is a recently launched AI-powered chatbot that&#39;s capable of some incredible feats.</p><p>One thing is for sure: With Nvidia and AMD in the process of launching new graphics card families, and Intel barging into the market, 2023 is shaping up to be the most competitive year for the graphics card industry in a long time. The era of sky-high prices and shortages is over, and now all three companies are going to have to battle for each and every customer.</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>AMD Is the Big Loser in the Graphics Card Market</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\">\nAMD Is the Big Loser in the Graphics Card Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/07/amd-is-the-big-loser-in-the-graphics-card-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unit shipments of graphics cards plunged 31.9% year over year in the third quarter, according to data from Jon Peddie Research, the first decline since the pandemic began. There are multiple headwinds...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/07/amd-is-the-big-loser-in-the-graphics-card-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/12/07/amd-is-the-big-loser-in-the-graphics-card-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289143998","content_text":"Unit shipments of graphics cards plunged 31.9% year over year in the third quarter, according to data from Jon Peddie Research, the first decline since the pandemic began. There are multiple headwinds plaguing the industry:Demand from cryptocurrency miners has essentially vanished as crypto prices plunge, and a recovery doesn't look likely as the industry buckles under the weight of scandals and frauds.The PC market is in shambles, with unit shipments plunging nearly 20% in the third quarter. Excluding Apple products, global PC unit shipments are now below pre-pandemic levels.There's way too much channel inventory. As resellers and OEMs work to knock down inventory levels, they're buying at rates lower than end-market demand.Nvidia gains market shareDespite the environment, market leader Nvidia strengthened its lead. The company saw its graphics card unit shipments fall just 25% year over year, a better performance than the overall market, while it boosted its market share by 7 percentage points to 86%.New RTX 4000 series products may be helping the cause. Nvidia launched the high-end RTX 4090 and RTX 4080 graphics cards in October, and while these aren't high-volume parts, they stand alone at the top of the market for those looking for the absolute best performance. There may have been some benefit for Nvidia late in the quarter as graphics card companies readied for launch.Nvidia still expects its gaming business to be weak in the fourth quarter as it finishes clearing out channel inventory. While the company sees higher sales compared to the third quarter, it also expects revenue to come in below end-market demand as inventory issues linger.AMD falls apartAdvanced Micro Devices has announced new high-end graphics cards, but they don't become available until later this month. The company received no benefit from new products in the third quarter, and it appears its inventory situation was far worse than Nvidia's. AMD saw year-over-year unit shipments plunge 68.8%, far worse than the overall market.AMD's unit market share tumbled to just 10%, down from 21% in the prior-year period. The company has made great strides in the graphics card market, and its products go toe-to-toe with Nvidia at various price points. But either AMD, its partners, or both seem to have gotten way ahead of themselves.Jon Peddie Research had this to say about irrational behavior in the supply chain: \"...disruptions in the supply chain and the time needed to make corrections in the overly enthusiastic production commitments left most suppliers with more inventory than anticipated...there was a serious loss of common sense and historical perspective exhibited by many suppliers that has come home to roost.\"Intel makes gainsIntel reentered the discrete graphics card market in early October with the launch of its Arc A750 and Arc A770 graphics cards. These are midrange cards priced aggressively, and they received generally positive reviews.The biggest downside is software -- Intel initially tried to leverage drivers for its integrated graphics products, but that strategy didn't work well. The company is now playing catch-up as it fixes issues with specific games and works to ensure its graphics cards support a broad set of popular titles.Jon Peddie Research puts Intel's graphics card market share at 4% in the third quarter, up from nothing in the prior-year period. While its Arc cards didn't launch until the beginning of the fourth quarter, shipments to partners prior to that launch are likely what drove Intel's market share gains.In the long run, Intel has an opportunity to become a major player in the graphics card industry, giving gamers a third option and breaking the Nvidia-AMD duopoly.Recovery will take timeSome sources of demand for graphics cards, namely from cryptocurrency miners, likely aren't coming back. Demand from gamers will eventually recover, although a tough economy may slow down that process. If there is a recession next year, it's hard to imagine demand for graphics cards returning to pandemic boom levels anytime soon.Artificial intelligence may end up being a bright spot. Graphics cards are heavily used to train and use AI models, and the technology is making waves as it becomes more sophisticated. ChatGPT from OpenAI, for example, is a recently launched AI-powered chatbot that's capable of some incredible feats.One thing is for sure: With Nvidia and AMD in the process of launching new graphics card families, and Intel barging into the market, 2023 is shaping up to be the most competitive year for the graphics card industry in a long time. The era of sky-high prices and shortages is over, and now all three companies are going to have to battle for each and every customer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920176460,"gmtCreate":1670459745550,"gmtModify":1676538371821,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920176460","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920173041,"gmtCreate":1670459447684,"gmtModify":1676538371712,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"Short term negative, long term intact.","listText":"Short term negative, long term intact.","text":"Short term negative, long term intact.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920173041","repostId":"1163215611","repostType":2,"repost":{"id":"1163215611","kind":"news","pubTimestamp":1670456718,"share":"https://ttm.financial/m/news/1163215611?lang=&edition=fundamental","pubTime":"2022-12-08 07:45","market":"us","language":"en","title":"Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1163215611","media":"Investing.com","summary":"Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (","content":"<html><head></head><body><p>Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of time.</p><p>The analysts cut estimates for FQ1 iPhone shipments by 3 million to 75.5M, which brings the quarterly projection for revenue down by 3% to $120.3B. The new forecast for iPhone shipments implies an 11% drop year-over-year.</p><p>They don&#39;t expect Apple will be able to recover lost units in its March quarter, hence leaving the FQ2 forecast for iPhone shipments unchanged.</p><p>Morgan Stanley analysts made the second cut to iPhone and revenue estimates for this quarter to account for a slower China production ramp. The broker previously slashed its forecast by 1.5M iPhone 14 Pro units and 1.5M iPhone 14 Pro Max units, as far as Apple&#39;s first fiscal quarter is concerned.</p><p>Net-net, they project earnings per share of $1.88 on revenue of $120.3B for the December quarter, which is 3% and 6% below consensus, respectively. Still, analysts remain positive on Apple stock amid iPhone demand durability.</p><p>&#34;While we might be taking an overly conservative approach given 1) our Greater China Hardware team estimates just a 1-2M unit incremental shortfall from the slower iPhone production ramp, 2) our prior iPhone shipment forecast was already 3M units below what iPhone builds implied in the Dec Q, and 3) we still think its more likely iPhone demand is deferred vs. destroyed, we also believe more thoroughly de-risking estimates today is the prudent decision considering the uncertainty of the production situation in China,&#34; the analysts explained in a client note.</p><p>As Apple stock moved lower in recent weeks to reflect lower iPhone shipments from China, they expect the near-term focus for investors will be on whether the Cupertino-based tech titan can recover lost shipments in the upcoming quarters.</p><p>&#34;We believe demand for the iPhone 14 Pro/Pro Max remains solid, supporting the view that lost demand in December is more likely to be deferred into March than destroyed,&#34; the analysts concluded.</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>Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163215611","content_text":"Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of time.The analysts cut estimates for FQ1 iPhone shipments by 3 million to 75.5M, which brings the quarterly projection for revenue down by 3% to $120.3B. The new forecast for iPhone shipments implies an 11% drop year-over-year.They don't expect Apple will be able to recover lost units in its March quarter, hence leaving the FQ2 forecast for iPhone shipments unchanged.Morgan Stanley analysts made the second cut to iPhone and revenue estimates for this quarter to account for a slower China production ramp. The broker previously slashed its forecast by 1.5M iPhone 14 Pro units and 1.5M iPhone 14 Pro Max units, as far as Apple's first fiscal quarter is concerned.Net-net, they project earnings per share of $1.88 on revenue of $120.3B for the December quarter, which is 3% and 6% below consensus, respectively. Still, analysts remain positive on Apple stock amid iPhone demand durability.\"While we might be taking an overly conservative approach given 1) our Greater China Hardware team estimates just a 1-2M unit incremental shortfall from the slower iPhone production ramp, 2) our prior iPhone shipment forecast was already 3M units below what iPhone builds implied in the Dec Q, and 3) we still think its more likely iPhone demand is deferred vs. destroyed, we also believe more thoroughly de-risking estimates today is the prudent decision considering the uncertainty of the production situation in China,\" the analysts explained in a client note.As Apple stock moved lower in recent weeks to reflect lower iPhone shipments from China, they expect the near-term focus for investors will be on whether the Cupertino-based tech titan can recover lost shipments in the upcoming quarters.\"We believe demand for the iPhone 14 Pro/Pro Max remains solid, supporting the view that lost demand in December is more likely to be deferred into March than destroyed,\" the analysts concluded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967848152,"gmtCreate":1670300218077,"gmtModify":1676538340261,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$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)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967848152","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964846540,"gmtCreate":1670123655281,"gmtModify":1676538306824,"author":{"id":"4098080207325560","authorId":"4098080207325560","name":"LazyTitan","avatar":"https://static.tigerbbs.com/1dcfc5d55c396d8273dece2f5fbdc9af","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098080207325560","idStr":"4098080207325560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964846540","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}