Mel91 personal page - To The Moon

Mel91

Mel91

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11-10

$Palantir Technologies Inc.(PLTR)$

11-04

$Palantir Technologies Inc.(PLTR)$

11-03

$Palantir Technologies Inc.(PLTR)$

10-30

$Palantir Technologies Inc.(PLTR)$

10-02

$Palantir Technologies Inc.(PLTR)$ it's back~

08-09

$Palantir Technologies Inc.(PLTR)$

08-07

$Palantir Technologies Inc.(PLTR)$ will it reach $200?

08-05

$Palantir Technologies Inc.(PLTR)$ to the universe!

08-05

$Palantir Technologies Inc.(PLTR)$

07-31

$Palantir Technologies Inc.(PLTR)$

07-25

$Palantir Technologies Inc.(PLTR)$ yyds ~

01-02

Yeah

2024-12-10

For the long haul

Palantir: Be Greedy When Others Are Fearful

2024-12-06

$Palantir Technologies Inc.(PLTR)$

2024-11-26

:)

2024-04-10

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2024-01-09

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2023-12-28

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2023-12-28

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2023-05-26

$Palantir Technologies Inc.(PLTR)$

Go to Tiger App to see more news

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back~","text":"$Palantir Technologies Inc.(PLTR)$ it's back~","images":[{"img":"https://community-static.tradeup.com/news/715e038b7deec1d21b42e0cb60f07b56","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484833651790304","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465522308117344,"gmtCreate":1754678154316,"gmtModify":1754678160873,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/21c3e7a4dfac934075b79325bb5fb529","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465522308117344","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465028407320944,"gmtCreate":1754541551997,"gmtModify":1754548716309,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> will it reach $200?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> will it reach $200?","text":"$Palantir Technologies Inc.(PLTR)$ will it reach $200?","images":[{"img":"https://community-static.tradeup.com/news/b55696cf90f5900d7ed98ec13c2c7261","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":5,"repostSize":181,"link":"https://ttm.financial/post/465028407320944","isVote":1,"tweetType":1,"viewCount":6833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Love to see $200 next week. > $500 target with in this year.","text":"Love to see $200 next week. > $500 target with in this year.","html":"Love to see $200 next week. > $500 target with in this year."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂","text":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂","html":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464289554612328,"gmtCreate":1754376732529,"gmtModify":1754376735720,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> to the universe!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> to the universe!","text":"$Palantir Technologies Inc.(PLTR)$ to the universe!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464289554612328","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464192420593928,"gmtCreate":1754353300304,"gmtModify":1754353306182,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies 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Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/4aac476e8e28f3001b31746119ddfe01","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462705028690312","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460508567961912,"gmtCreate":1753451497386,"gmtModify":1753451502586,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> yyds ~","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> yyds ~","text":"$Palantir Technologies Inc.(PLTR)$ yyds ~","images":[{"img":"https://community-static.tradeup.com/news/1885e6a77ab23739cef07aeedb2d4716","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460508567961912","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388172745068856,"gmtCreate":1735810244168,"gmtModify":1735810249057,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"Yeah&nbsp;","listText":"Yeah&nbsp;","text":"Yeah","images":[{"img":"https://community-static.tradeup.com/news/54e3612f8d7d5b91ce634f3d2aee347d","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388172745068856","isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380011832729760,"gmtCreate":1733817731389,"gmtModify":1733817734844,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"For the long haul","listText":"For the long haul","text":"For the long haul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380011832729760","repostId":"1172170546","repostType":2,"repost":{"id":"1172170546","kind":"news","pubTimestamp":1733816700,"share":"https://ttm.financial/m/news/1172170546?lang=en_US&edition=fundamental","pubTime":"2024-12-10 15:45","market":"us","language":"en","title":"Palantir: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1172170546","media":"Seeking Alpha","summary":"SummaryI expect the commercial segment growth to accelerate as enterprise AI adoption increases in the next years, eventually overshadowing government revenue.So far, I see strong signs of momentum in","content":"<html><head></head><body><h2 id=\"id_1916087054\">Summary</h2><ul style=\"\"><li><p>I expect the commercial segment growth to accelerate as enterprise AI adoption increases in the next years, eventually overshadowing government revenue.</p></li><li><p>So far, I see strong signs of momentum in enterprise AI adoption. Palantir&#39;s US commercial customer base has grown to 295 clients, an 83% YoY increase.</p></li><li><p>I see a company with great fundamentals, including triple-digit net income growth over the last four quarters, 81% gross margins, and record 60% adj. FCF margins.</p></li><li><p>Future corrections may occur due to short-term speculators, but I expect pullbacks to be short-lived, as I believe there are many investors ready to buy once prices dip.</p></li><li><p>Despite Palantir&#39;s current modest 1.2% share of a $230 billion total addressable market, I maintain a Strong Buy rating based on compelling evidence of market penetration and growth potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2d4e32a2f1241a0878e364cc4717b4c\" alt=\"Klaus Vedfelt\" title=\"Klaus Vedfelt\" tg-width=\"750\" tg-height=\"500\"/><span>Klaus Vedfelt</span></p><p>Someone said (I believe it was Buffett) to be fearful when others are greedy, and be greedy when others are fearful.</p><p>Well, looking at the latest SA analyst ratings for Palantir Technologies Inc. (NASDAQ:PLTR), it appears this could be one of those moments to buy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82e81728019ad0edd9fa5ffad39136ae\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"454\" tg-height=\"825\"/><span>Seeking Alpha</span></p><p>Of course, Buffett was referring to the share price, not analysts&#39; ratings. However, I find the ratings, particularly those on Seeking Alpha, to be an interesting gauge of market sentiment for a particular stock, regardless of what the share price is doing.</p><p>Despite being a contrarian, I do agree with the current analyst consensus that, from a traditional valuation perspective, the share price looks absurdly overpriced. In fact, as a value investor, I rarely see P/E ratios over 380 in my stock screener. However, when I look beyond the current share price and basic valuation ratios, I recognize that there&#39;s a real, strong business behind those four letters — PLTR — that makes sense to me.</p><p>In this article, I will provide the rationale for why I believe this company makes sense, not just from a fundamental perspective (i.e. looking backward) but from a broader market perspective, with a longer timeframe extending beyond 5 years.</p><p>Considering that the company has a market share of just 1.2% (of a TAM of $230 billion), I strongly believe that 5 to 8 years from now, the $75 price mark will seem quite cheap, much like how the $25 price (Palantir&#39;s share price 6 months ago) appears cheap today.</p><p>I’ll clarify upfront that my bull thesis considers potential near-term pullbacks, which I see as opportunities to average down my cost basis. However, given the current interest in this stock — not just from speculators but also from those recognizing its strong fundamentals, profitability, and market tailwinds — I firmly believe that a 20% to 30% pullback wouldn’t last more than a few quarters. The business itself, along with the broader market factors driving its growth, makes complete sense to me, which is the main reason I rate Palantir as a Strong Buy.</p><p>Nonetheless, I remain mindful of some risks to my bull thesis, which I will discuss in this article.</p><h2 id=\"id_126878991\">Palantir Is Barely Scratching Its Total Addressable Market</h2><p>As you may know, Palantir operates through two main segments:</p><ul style=\"\"><li><p>Government: this segment helps government entities analyze data for defense, intelligence, and public sector operations.</p></li><li><p>Commercial: this segment provides data analytics and integration solutions to private sector clients.</p></li></ul><p>So far, the government sector makes up a bigger part of the company&#39;s total revenue. According to the latest earnings report, it accounted for 56% of total revenue in Q3 and 54% for the first nine months of 2024.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61c884fe48457fddd02122d9a951d08d\" alt=\"Q3 2024 | 10-Q\" title=\"Q3 2024 | 10-Q\" tg-width=\"640\" tg-height=\"85\"/><span>Q3 2024 | 10-Q</span></p><p>I predict this will drastically change in the near term. Let me explain why.</p><p>Palantir&#39;s first customers in the 2000s were government agencies, including the likes of the CIA, FBI, NSA, CDC, and various military branches. Their commercial expansion began in 2009, with JPMorgan Chase being their first commercial customer.</p><p>For a brief period, between 2018 and 2019, the commercial sector led the company&#39;s revenue. However, after the pandemic, the government sector took the lead again. I believe this shift was due to higher government spending for emergency response during the COVID-19 crisis, and because many private companies cut back on their spending during the onset of the pandemic.</p><p>However, with the rise of AI in 2023, things have drastically changed for enterprise companies. To put things into perspective, Palantir&#39;s US commercial customer count at the end of last quarter was only 295 (an 83% YoY increase), with a commercial segment revenue of $317 million.</p><p>I say <em>only</em> because at the time of its IPO in 2020, Palantir identified a total addressable market for the commercial segment alone of $56 billion, and that&#39;s likely significantly larger today due to the emergence of generative AI in 2023.</p><p>How larger?</p><p>Well, some analysts predict a TAM (including the government segment) of $230 billion by 2025 and $300 billion by 2030. Considering their 2024 revenue guidance of $2.8 billion, the company has a market share of just 1.2% (considering a TAM of $230 billion).</p><p>I strongly believe that as AI continues to be adopted by the private sector, the commercial segment will eventually overshadow the government segment in revenue. Right now, we are in the very early stages of private companies embracing AI. Many are still in the discovery phase, trying to figure out what the buzz is all about and how they can profit from it. On top of that, a large number of companies (particularly traditional businesses, outside the tech industry) still remain skeptical of leveraging AI due to certain issues, the main one being hallucinations in the AI&#39;s output — a challenge that Palantir actively addresses through their ontology system.</p><p>Finally, by the looks of it, it seems that I am not the only one who believes that the company will continue to capture market share. The analyst consensus for Palantir shows significant growth in the company&#39;s revenue, reaching $10 billion by 2031-2032.</p><h2 id=\"id_161839351\">Strong Fundamentals</h2><p>If there is one thing that catches my eye when looking at the fundamentals of the company is its rapid growth in profitability.</p><p>To be specific, net income has increased in the triple digits consecutively over the past 4 quarters. Looking at the profitability margins, the company has a gross profit margin of 81% and a GAAP net income margin of 18%.</p><p>If you are into growth stocks in the tech sector, you may be already aware of the Rule of 40, popularized by venture capitalist Brad Feld in 2015. This is a score that adds the revenue growth and profitability margin of the company (usually EBITDA margin if the company is at an early stage, otherwise, either net or operating margin). Generally, investors like to see this metric above 40%.</p><p>In Palantir&#39;s case, they achieved a Rule of 40 score of 68 in Q3 2024 (30% revenue growth + 38% adjusted operating margin). As a side note, the adjustment comes from excluding stock-based compensation and related employer payroll taxes. Considering the GAAP net margin in the past quarter of 20%, Palantir&#39;s score is 48.</p><p>From a cash flow perspective, Palantir looks quite good, with a 214% YoY increase in operating cash flow in the past quarter. Additionally, in Q3, the adjusted FCF margin was 60%, representing its highest quarterly free cash flow margin to date.</p><p>From a fundamental analysis standpoint, Palantir clearly makes sense. It has strong double-digit revenue growth, solid profit margins, negative net debt, favorable industry tailwinds, optimistic guidance, and the analyst consensus is pointing to further growth.</p><p>Now, let’s address the big elephant in the room.</p><h2 id=\"id_3795272151\">Is All of This Already Priced In?</h2><p>I will be blunt: I believe the answer is no.</p><p>To understand why, please take a look at the image below, that illustrates the history of Seeking Alpha&#39;s factor grades for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3a24b1dc980793d43b6fbd4021259ff1\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"286\" tg-height=\"221\"/><span>Seeking Alpha</span></p><p>Half a year ago, when the share price was trading at just $25, Palantir&#39;s valuation metrics were graded as an F (i.e., overvalued compared to its sector and historical range).</p><p>At that time, analysts on SA were mostly recommending a Hold rating.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aad62b9d880858c1b0c689ce1bdd6e4d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"621\" tg-height=\"825\"/><span>Seeking Alpha</span></p><p>Yet, over the past six months, this stock returned 226%, <strong>despite </strong>(emphasis on this last word) the Hold consensus, mainly justified by the fact that the company looked overpriced from a valuation perspective.</p><p>Look, I agree with absolutely every bear in the market that the valuation ratios are absurdly high and the increase in the share price is mainly driven by speculators, with a shorter investment timeframe. I also believe that a pullback (20% - 30%), is more than inevitable, especially if the company misses a quarter or delivers weak guidance.</p><p>However, in the long run, with a view toward 2030 or beyond, the current share price of $76 may seem like a bargain in hindsight, in the same way $25 looks now.</p><p>Why?</p><p>Simply because the company and the headwinds make sense. As I mentioned in the previous section, its fundamentals are impeccable and the growing adoption of AI by enterprises, not as a luxury but as a necessity, is undeniable.</p><p>Additionally, I believe there is a large volume of investors waiting for a pullback to start a long position in this stock. Therefore, when the pullback happens (and, again, it will happen), I believe the share price will take less than a quarter or two to recover from its previous decline unless there is a major macroeconomic event that could affect the entire broader market in the US, which leads me to the next point.</p><h2 id=\"id_631555996\">How Can I Be Wrong?</h2><p>One more time, I will be blunt with my answer.</p><p>My bull thesis could be obliterated if large enterprises, particularly in the US (considering the company has a high revenue concentration of 70% in this region), decide to slow down their discretionary technology spending in AI and cut back on non-essential expenses.</p><p>Currently, I fully agree with the bears that AI in large enterprises is not essential to keep the lights on (i.e., to maintain operations). While leveraging data can help companies make more informed decisions, it doesn’t necessarily result in higher revenue or better margins. However, in the near future, I believe this will drastically change as custom AI models will become more specific to particular industries, and enterprises that fail to leverage their data through AI may face significant challenges from competitors who do.</p><p>Another risk factor to consider is that a pullback could be sharper and longer-lasting than I previously anticipated. This could happen for several reasons, with the main one being that investors may wait for the company&#39;s valuation ratios to cool off to more attractive levels. Considering its P/E ratio of 382, this would imply a 10x decline in the share price (considering the same TTM earnings), to better align with a P/E ratio in the mid-30s, which is the sector median.</p><h2 id=\"id_3747064880\">Conclusion</h2><p>To wrap up, I rate Palantir as a Strong Buy, as I have a high conviction this stock offers a compelling long-term investment opportunity (over 5+ years) despite its sky-high current valuation ratios.</p><p>On the positive side, the company has demonstrated spectacular financial performance with triple-digit net income increases over four consecutive quarters, and a record-breaking 60% adjusted FCF margin in the past quarter. From a fundamental and profitability perspective, I believe this company makes sense.</p><p>Looking ahead, I expect the commercial business to maintain, and even accelerate, its growth, as more enterprises in the US recognize the value (which will be a necessity in a few years) of leveraging their data using AI. What I find most compelling is their minimal market penetration, just 1.2% of an estimated $230 billion total addressable market by 2025.</p><p>On the risks side, there is no doubt the company looks overpriced from a valuation perspective, with an absurdly high P/E ratio of 382x. I believe the main risk to my bull thesis is future (now unseen, i.e., black swans) macroeconomic events that could lead to enterprise spending slowdowns on AI initiatives. Additionally, the stock remains vulnerable to sharp market corrections if the company misses earnings estimates, as I believe many recent investors are speculators with shorter investment horizons.</p><p>However, I have high conviction that any pullback will not last more than one or two quarters, as the underlying business behind this stock makes sense, supported by favorable market tailwinds, strong profitability, and solid growth potential.</p><p>To back up my rating with some skin in the game, I have initiated a position in Palantir and plan to average down if a pullback happens.</p></body></html>","source":"lsy1728464409321","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: Be Greedy When Others Are Fearful</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: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-10 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4743179-palantir-be-greedy-when-others-are-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI expect the commercial segment growth to accelerate as enterprise AI adoption increases in the next years, eventually overshadowing government revenue.So far, I see strong signs of momentum in...</p>\n\n<a href=\"https://seekingalpha.com/article/4743179-palantir-be-greedy-when-others-are-fearful\">Source 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/4743179-palantir-be-greedy-when-others-are-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172170546","content_text":"SummaryI expect the commercial segment growth to accelerate as enterprise AI adoption increases in the next years, eventually overshadowing government revenue.So far, I see strong signs of momentum in enterprise AI adoption. Palantir's US commercial customer base has grown to 295 clients, an 83% YoY increase.I see a company with great fundamentals, including triple-digit net income growth over the last four quarters, 81% gross margins, and record 60% adj. FCF margins.Future corrections may occur due to short-term speculators, but I expect pullbacks to be short-lived, as I believe there are many investors ready to buy once prices dip.Despite Palantir's current modest 1.2% share of a $230 billion total addressable market, I maintain a Strong Buy rating based on compelling evidence of market penetration and growth potential.Klaus VedfeltSomeone said (I believe it was Buffett) to be fearful when others are greedy, and be greedy when others are fearful.Well, looking at the latest SA analyst ratings for Palantir Technologies Inc. (NASDAQ:PLTR), it appears this could be one of those moments to buy.Seeking AlphaOf course, Buffett was referring to the share price, not analysts' ratings. However, I find the ratings, particularly those on Seeking Alpha, to be an interesting gauge of market sentiment for a particular stock, regardless of what the share price is doing.Despite being a contrarian, I do agree with the current analyst consensus that, from a traditional valuation perspective, the share price looks absurdly overpriced. In fact, as a value investor, I rarely see P/E ratios over 380 in my stock screener. However, when I look beyond the current share price and basic valuation ratios, I recognize that there's a real, strong business behind those four letters — PLTR — that makes sense to me.In this article, I will provide the rationale for why I believe this company makes sense, not just from a fundamental perspective (i.e. looking backward) but from a broader market perspective, with a longer timeframe extending beyond 5 years.Considering that the company has a market share of just 1.2% (of a TAM of $230 billion), I strongly believe that 5 to 8 years from now, the $75 price mark will seem quite cheap, much like how the $25 price (Palantir's share price 6 months ago) appears cheap today.I’ll clarify upfront that my bull thesis considers potential near-term pullbacks, which I see as opportunities to average down my cost basis. However, given the current interest in this stock — not just from speculators but also from those recognizing its strong fundamentals, profitability, and market tailwinds — I firmly believe that a 20% to 30% pullback wouldn’t last more than a few quarters. The business itself, along with the broader market factors driving its growth, makes complete sense to me, which is the main reason I rate Palantir as a Strong Buy.Nonetheless, I remain mindful of some risks to my bull thesis, which I will discuss in this article.Palantir Is Barely Scratching Its Total Addressable MarketAs you may know, Palantir operates through two main segments:Government: this segment helps government entities analyze data for defense, intelligence, and public sector operations.Commercial: this segment provides data analytics and integration solutions to private sector clients.So far, the government sector makes up a bigger part of the company's total revenue. According to the latest earnings report, it accounted for 56% of total revenue in Q3 and 54% for the first nine months of 2024.Q3 2024 | 10-QI predict this will drastically change in the near term. Let me explain why.Palantir's first customers in the 2000s were government agencies, including the likes of the CIA, FBI, NSA, CDC, and various military branches. Their commercial expansion began in 2009, with JPMorgan Chase being their first commercial customer.For a brief period, between 2018 and 2019, the commercial sector led the company's revenue. However, after the pandemic, the government sector took the lead again. I believe this shift was due to higher government spending for emergency response during the COVID-19 crisis, and because many private companies cut back on their spending during the onset of the pandemic.However, with the rise of AI in 2023, things have drastically changed for enterprise companies. To put things into perspective, Palantir's US commercial customer count at the end of last quarter was only 295 (an 83% YoY increase), with a commercial segment revenue of $317 million.I say only because at the time of its IPO in 2020, Palantir identified a total addressable market for the commercial segment alone of $56 billion, and that's likely significantly larger today due to the emergence of generative AI in 2023.How larger?Well, some analysts predict a TAM (including the government segment) of $230 billion by 2025 and $300 billion by 2030. Considering their 2024 revenue guidance of $2.8 billion, the company has a market share of just 1.2% (considering a TAM of $230 billion).I strongly believe that as AI continues to be adopted by the private sector, the commercial segment will eventually overshadow the government segment in revenue. Right now, we are in the very early stages of private companies embracing AI. Many are still in the discovery phase, trying to figure out what the buzz is all about and how they can profit from it. On top of that, a large number of companies (particularly traditional businesses, outside the tech industry) still remain skeptical of leveraging AI due to certain issues, the main one being hallucinations in the AI's output — a challenge that Palantir actively addresses through their ontology system.Finally, by the looks of it, it seems that I am not the only one who believes that the company will continue to capture market share. The analyst consensus for Palantir shows significant growth in the company's revenue, reaching $10 billion by 2031-2032.Strong FundamentalsIf there is one thing that catches my eye when looking at the fundamentals of the company is its rapid growth in profitability.To be specific, net income has increased in the triple digits consecutively over the past 4 quarters. Looking at the profitability margins, the company has a gross profit margin of 81% and a GAAP net income margin of 18%.If you are into growth stocks in the tech sector, you may be already aware of the Rule of 40, popularized by venture capitalist Brad Feld in 2015. This is a score that adds the revenue growth and profitability margin of the company (usually EBITDA margin if the company is at an early stage, otherwise, either net or operating margin). Generally, investors like to see this metric above 40%.In Palantir's case, they achieved a Rule of 40 score of 68 in Q3 2024 (30% revenue growth + 38% adjusted operating margin). As a side note, the adjustment comes from excluding stock-based compensation and related employer payroll taxes. Considering the GAAP net margin in the past quarter of 20%, Palantir's score is 48.From a cash flow perspective, Palantir looks quite good, with a 214% YoY increase in operating cash flow in the past quarter. Additionally, in Q3, the adjusted FCF margin was 60%, representing its highest quarterly free cash flow margin to date.From a fundamental analysis standpoint, Palantir clearly makes sense. It has strong double-digit revenue growth, solid profit margins, negative net debt, favorable industry tailwinds, optimistic guidance, and the analyst consensus is pointing to further growth.Now, let’s address the big elephant in the room.Is All of This Already Priced In?I will be blunt: I believe the answer is no.To understand why, please take a look at the image below, that illustrates the history of Seeking Alpha's factor grades for Palantir.Seeking AlphaHalf a year ago, when the share price was trading at just $25, Palantir's valuation metrics were graded as an F (i.e., overvalued compared to its sector and historical range).At that time, analysts on SA were mostly recommending a Hold rating.Seeking AlphaYet, over the past six months, this stock returned 226%, despite (emphasis on this last word) the Hold consensus, mainly justified by the fact that the company looked overpriced from a valuation perspective.Look, I agree with absolutely every bear in the market that the valuation ratios are absurdly high and the increase in the share price is mainly driven by speculators, with a shorter investment timeframe. I also believe that a pullback (20% - 30%), is more than inevitable, especially if the company misses a quarter or delivers weak guidance.However, in the long run, with a view toward 2030 or beyond, the current share price of $76 may seem like a bargain in hindsight, in the same way $25 looks now.Why?Simply because the company and the headwinds make sense. As I mentioned in the previous section, its fundamentals are impeccable and the growing adoption of AI by enterprises, not as a luxury but as a necessity, is undeniable.Additionally, I believe there is a large volume of investors waiting for a pullback to start a long position in this stock. Therefore, when the pullback happens (and, again, it will happen), I believe the share price will take less than a quarter or two to recover from its previous decline unless there is a major macroeconomic event that could affect the entire broader market in the US, which leads me to the next point.How Can I Be Wrong?One more time, I will be blunt with my answer.My bull thesis could be obliterated if large enterprises, particularly in the US (considering the company has a high revenue concentration of 70% in this region), decide to slow down their discretionary technology spending in AI and cut back on non-essential expenses.Currently, I fully agree with the bears that AI in large enterprises is not essential to keep the lights on (i.e., to maintain operations). While leveraging data can help companies make more informed decisions, it doesn’t necessarily result in higher revenue or better margins. However, in the near future, I believe this will drastically change as custom AI models will become more specific to particular industries, and enterprises that fail to leverage their data through AI may face significant challenges from competitors who do.Another risk factor to consider is that a pullback could be sharper and longer-lasting than I previously anticipated. This could happen for several reasons, with the main one being that investors may wait for the company's valuation ratios to cool off to more attractive levels. Considering its P/E ratio of 382, this would imply a 10x decline in the share price (considering the same TTM earnings), to better align with a P/E ratio in the mid-30s, which is the sector median.ConclusionTo wrap up, I rate Palantir as a Strong Buy, as I have a high conviction this stock offers a compelling long-term investment opportunity (over 5+ years) despite its sky-high current valuation ratios.On the positive side, the company has demonstrated spectacular financial performance with triple-digit net income increases over four consecutive quarters, and a record-breaking 60% adjusted FCF margin in the past quarter. From a fundamental and profitability perspective, I believe this company makes sense.Looking ahead, I expect the commercial business to maintain, and even accelerate, its growth, as more enterprises in the US recognize the value (which will be a necessity in a few years) of leveraging their data using AI. What I find most compelling is their minimal market penetration, just 1.2% of an estimated $230 billion total addressable market by 2025.On the risks side, there is no doubt the company looks overpriced from a valuation perspective, with an absurdly high P/E ratio of 382x. I believe the main risk to my bull thesis is future (now unseen, i.e., black swans) macroeconomic events that could lead to enterprise spending slowdowns on AI initiatives. Additionally, the stock remains vulnerable to sharp market corrections if the company misses earnings estimates, as I believe many recent investors are speculators with shorter investment horizons.However, I have high conviction that any pullback will not last more than one or two quarters, as the underlying business behind this stock makes sense, supported by favorable market tailwinds, strong profitability, and solid growth potential.To back up my rating with some skin in the game, I have initiated a position in Palantir and plan to average down if a pullback happens.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378762256879712,"gmtCreate":1733496820950,"gmtModify":1733496823716,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/fb2b206e139f911db9828d10e9f044c9","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378762256879712","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374840530538904,"gmtCreate":1732555570798,"gmtModify":1732555574649,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":":)","listText":":)","text":":)","images":[{"img":"https://community-static.tradeup.com/news/71bd041fc09dcf509ed378cf8a473ebd","width":"1080","height":"1609"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374840530538904","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":293809709850912,"gmtCreate":1712737778413,"gmtModify":1712739809248,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here:<a href=\"https://tigr.link/7gPUSl\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here:<a href=\"https://tigr.link/7gPUSl\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293809709850912","isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":261015204810984,"gmtCreate":1704734903223,"gmtModify":1704738492518,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"title":"Tiger Tycoon","htmlText":"Find out more here:<a href=\"https://tigr.link/5TtdhP\">Tiger Tycoon</a> Get ready to WIN up to $888!","listText":"Find out more here:<a href=\"https://tigr.link/5TtdhP\">Tiger Tycoon</a> Get ready to WIN up to $888!","text":"Find out more here:Tiger Tycoon Get ready to WIN up to $888!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261015204810984","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256974647697472,"gmtCreate":1703771835793,"gmtModify":1703771839169,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"2023 bye~","listText":"2023 bye~","text":"2023 bye~","images":[{"img":"https://community-static.tradeup.com/news/b0f0913a6c0c297aa8c6596641de67b8","width":"1440","height":"2704"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256974647697472","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":256943132295360,"gmtCreate":1703764153963,"gmtModify":1703764157219,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256943132295360","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979097668,"gmtCreate":1685114491155,"gmtModify":1685114497183,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ &nbsp;</a>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/7f3cba473310dd8d98564102bbb16c6a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979097668","isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9080498365,"gmtCreate":1649903074011,"gmtModify":1676534603494,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>whichever way the stock moves after today earnings reports , will hodl and buythedip&nbsp;","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>whichever way the stock moves after today earnings reports , will hodl and buythedip&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$whichever way the stock moves after today earnings reports , will hodl and buythedip","images":[{"img":"https://community-static.tradeup.com/news/15e911035d1f29469224f07f6c9719da","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":4413,"commentSize":0,"repostSize":152,"link":"https://ttm.financial/post/9080498365","isVote":1,"tweetType":1,"viewCount":112198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561337484577285","authorId":"3561337484577285","name":"Chillpadi","avatar":"https://static.tigerbbs.com/b948796c355fd92e2ae908dd24144e19","crmLevel":11,"crmLevelSwitch":0,"idStr":"3561337484577285","authorIdStr":"3561337484577285"},"content":"Chill…. Have to be patient… sell when it reaches $125","text":"Chill…. Have to be patient… sell when it reaches $125","html":"Chill…. Have to be patient… sell when it reaches $125"},{"author":{"id":"3555293442593045","authorId":"3555293442593045","name":"Samlunch","avatar":"https://static.tigerbbs.com/17478579b111537e74aea4d338e8aef5","crmLevel":12,"crmLevelSwitch":0,"idStr":"3555293442593045","authorIdStr":"3555293442593045"},"content":"Its almost a monopoly with superior processes over samsung. Keep buying below $100","text":"Its almost a monopoly with superior processes over samsung. Keep buying below $100","html":"Its almost a monopoly with superior processes over samsung. Keep buying below $100"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464192420593928,"gmtCreate":1754353300304,"gmtModify":1754353306182,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/923427543d7f8d6861f6f903da99d2c2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":2,"repostSize":411,"link":"https://ttm.financial/post/464192420593928","isVote":1,"tweetType":1,"viewCount":9134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465028407320944,"gmtCreate":1754541551997,"gmtModify":1754548716309,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> will it reach $200?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> will it reach $200?","text":"$Palantir Technologies Inc.(PLTR)$ will it reach $200?","images":[{"img":"https://community-static.tradeup.com/news/b55696cf90f5900d7ed98ec13c2c7261","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":5,"repostSize":181,"link":"https://ttm.financial/post/465028407320944","isVote":1,"tweetType":1,"viewCount":6833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Love to see $200 next week. > $500 target with in this year.","text":"Love to see $200 next week. > $500 target with in this year.","html":"Love to see $200 next week. > $500 target with in this year."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂","text":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂","html":"It’s nice to see this at 181 just don’t know when to enter again last time pltr had me going insane 😂"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9090042035,"gmtCreate":1643044605871,"gmtModify":1676533768272,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ddip dippp","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ddip dippp","text":"$Tesla Motors(TSLA)$ddip dippp","images":[{"img":"https://static.itradeup.com/news/4b1abaa4e89bbeba431fe40cd44013f8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090042035","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9090048839,"gmtCreate":1643043485422,"gmtModify":1676533768161,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>buy the dip even moreeee","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>buy the dip even moreeee","text":"$Palantir Technologies Inc.(PLTR)$buy the dip even moreeee","images":[{"img":"https://static.itradeup.com/news/5efe449d8b5003d2c735ef1c7af98ed0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090048839","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062493471,"gmtCreate":1652094648493,"gmtModify":1676535027535,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>ddown we goo","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>ddown we goo","text":"$Palantir Technologies Inc.(PLTR)$ddown we goo","images":[{"img":"https://community-static.tradeup.com/news/28c93adbb756f69b733313abe7cb61dc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062493471","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087821004,"gmtCreate":1650987660602,"gmtModify":1676534828748,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>please drop more","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>please drop more","text":"$Tesla Motors(TSLA)$please drop more","images":[{"img":"https://community-static.tradeup.com/news/168781495969e0b37d3bbe4ab2903edd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087821004","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088951064,"gmtCreate":1650301490123,"gmtModify":1676534690978,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please drop even more","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>please drop even more","text":"$Palantir Technologies Inc.(PLTR)$please drop even more","images":[{"img":"https://community-static.tradeup.com/news/ef1929d395b8ca7f08ed81834aa85b49","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088951064","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089747747,"gmtCreate":1650038594972,"gmtModify":1676534634471,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>please let me buy the dip","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>please let me buy the dip","text":"$Tesla Motors(TSLA)$please let me buy the dip","images":[{"img":"https://community-static.tradeup.com/news/e18407b66a9f48f49ed4a7b97775ed03","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089747747","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830149899,"gmtCreate":1629036228011,"gmtModify":1676529914433,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>GOGOGO","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>GOGOGO","text":"$Unity Software Inc.(U)$GOGOGO","images":[{"img":"https://static.tigerbbs.com/7801bfd8687a680096f1b10e56951c8d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830149899","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080716821,"gmtCreate":1649916950739,"gmtModify":1676534606846,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"Great job!!!&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>","listText":"Great job!!!&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>","text":"Great job!!! $Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080716821","repostId":"1143968479","repostType":2,"repost":{"id":"1143968479","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649914406,"share":"https://ttm.financial/m/news/1143968479?lang=en_US&edition=fundamental","pubTime":"2022-04-14 13:33","market":"us","language":"en","title":"TSMC Reports First Quarter Net Income of NT$202.73 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1143968479","media":"Tiger Newspress","summary":"TSMC today announced consolidated revenue of NT$491.08 billion, net income of NT$202.73 billion, and","content":"<html><head></head><body><p>TSMC today announced consolidated revenue of NT$491.08 billion, net income of NT$202.73 billion, and diluted earnings per share of NT$7.82 (US$1.40 per ADR unit) for the first quarter ended March 31, 2022.</p><p>Year-over-year, first quarter revenue increased 35.5% while net income and diluted EPS both increased 45.1%. Compared to fourth quarter 2021, first quarter results represented a 12.1% increase in revenue and a 22.0% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, first quarter revenue was $17.57 billion, which increased 36.0% year-over-year and increased 11.6% from the previous quarter.</p><p>Gross margin for the quarter was 55.6%, operating margin was 45.6%, and net profit margin was 41.3%.</p><p>In the first quarter, shipments of 5-nanometer accounted for 20% of total wafer revenue; 7-nanometer accounted for 30%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</p><p><img src=\"https://static.tigerbbs.com/7ab829d4a19c93c2795d1e2286b65170\" tg-width=\"653\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></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>TSMC Reports First Quarter Net Income of NT$202.73 Billion</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\">\nTSMC Reports First Quarter Net Income of NT$202.73 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-14 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC today announced consolidated revenue of NT$491.08 billion, net income of NT$202.73 billion, and diluted earnings per share of NT$7.82 (US$1.40 per ADR unit) for the first quarter ended March 31, 2022.</p><p>Year-over-year, first quarter revenue increased 35.5% while net income and diluted EPS both increased 45.1%. Compared to fourth quarter 2021, first quarter results represented a 12.1% increase in revenue and a 22.0% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.</p><p>In US dollars, first quarter revenue was $17.57 billion, which increased 36.0% year-over-year and increased 11.6% from the previous quarter.</p><p>Gross margin for the quarter was 55.6%, operating margin was 45.6%, and net profit margin was 41.3%.</p><p>In the first quarter, shipments of 5-nanometer accounted for 20% of total wafer revenue; 7-nanometer accounted for 30%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.</p><p><img src=\"https://static.tigerbbs.com/7ab829d4a19c93c2795d1e2286b65170\" tg-width=\"653\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143968479","content_text":"TSMC today announced consolidated revenue of NT$491.08 billion, net income of NT$202.73 billion, and diluted earnings per share of NT$7.82 (US$1.40 per ADR unit) for the first quarter ended March 31, 2022.Year-over-year, first quarter revenue increased 35.5% while net income and diluted EPS both increased 45.1%. Compared to fourth quarter 2021, first quarter results represented a 12.1% increase in revenue and a 22.0% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.In US dollars, first quarter revenue was $17.57 billion, which increased 36.0% year-over-year and increased 11.6% from the previous quarter.Gross margin for the quarter was 55.6%, operating margin was 45.6%, and net profit margin was 41.3%.In the first quarter, shipments of 5-nanometer accounted for 20% of total wafer revenue; 7-nanometer accounted for 30%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 50% of total wafer revenue.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005383449,"gmtCreate":1642173213943,"gmtModify":1676533689267,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>gogogo","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>gogogo","text":"$Taiwan Semiconductor Manufacturing(TSM)$gogogo","images":[{"img":"https://static.itradeup.com/news/99b09405ca081788ebf9fa5cb718dca0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005383449","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9064412166,"gmtCreate":1652359862755,"gmtModify":1676535084245,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064412166","repostId":"1157248906","repostType":4,"repost":{"id":"1157248906","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652359018,"share":"https://ttm.financial/m/news/1157248906?lang=en_US&edition=fundamental","pubTime":"2022-05-12 20:36","market":"us","language":"en","title":"Wholesale Inflation Rose 11% in April As Producer Prices Keep Accelerating","url":"https://stock-news.laohu8.com/highlight/detail?id=1157248906","media":"Tiger Newspress","summary":"Prices at the wholesale level accelerated further in April, part of a broader inflation problem pers","content":"<html><head></head><body><p>Prices at the wholesale level accelerated further in April, part of a broader inflation problem persisting through the U.S. economy, the Bureau of Labor Statistics reported Thursday.</p><p>The producer price index, which tracks how much manufacturers get for their products at their initial sale, rose 0.5% on the month and 11% from a year ago, a decrease from the record 11.5% in March. Economists surveyed by Dow Jones had been looking for a monthly increase of 0.5%.</p><p>Excluding food, energy and trade services, core PPI rose 0.6% in April and 6.9% from a year ago, the latter a decline from the 7.1% last month.</p><p>Both monthly increases were exactly in line with Dow Jones estimates. Headline PPI rose 1.6% in March while core was up 0.9%.</p><p>Those numbers came the day after the BLS reported that consumer prices for goods and services in the marketplace rose 8.3% from a year ago, down from 8.5% in March but still indicative of the worst inflation the U.S. has seen since the early 1980s.</p><p>A separate economic report Thursday showed that jobless claims totaled 203,000 for the week ending May 7, an increase of 1,000 from the previous period. That was above the Dow Jones estimate for 194,000.</p><p>Continuing claims fell, however, dropping by 44,000 to 1.343 million, the lowest level since Jan. 3, 1970.</p><p>While the news has been largely good for the jobs market, it is inflation that is bedeviling policymakers the most and threatening to thwart the expansion. President Joe Biden this week has spoken multiple times about the raging price increases during his administration and set forth several proposals to tackle the problem.</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>Wholesale Inflation Rose 11% in April As Producer Prices Keep Accelerating</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\">\nWholesale Inflation Rose 11% in April As Producer Prices Keep Accelerating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-12 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices at the wholesale level accelerated further in April, part of a broader inflation problem persisting through the U.S. economy, the Bureau of Labor Statistics reported Thursday.</p><p>The producer price index, which tracks how much manufacturers get for their products at their initial sale, rose 0.5% on the month and 11% from a year ago, a decrease from the record 11.5% in March. Economists surveyed by Dow Jones had been looking for a monthly increase of 0.5%.</p><p>Excluding food, energy and trade services, core PPI rose 0.6% in April and 6.9% from a year ago, the latter a decline from the 7.1% last month.</p><p>Both monthly increases were exactly in line with Dow Jones estimates. Headline PPI rose 1.6% in March while core was up 0.9%.</p><p>Those numbers came the day after the BLS reported that consumer prices for goods and services in the marketplace rose 8.3% from a year ago, down from 8.5% in March but still indicative of the worst inflation the U.S. has seen since the early 1980s.</p><p>A separate economic report Thursday showed that jobless claims totaled 203,000 for the week ending May 7, an increase of 1,000 from the previous period. That was above the Dow Jones estimate for 194,000.</p><p>Continuing claims fell, however, dropping by 44,000 to 1.343 million, the lowest level since Jan. 3, 1970.</p><p>While the news has been largely good for the jobs market, it is inflation that is bedeviling policymakers the most and threatening to thwart the expansion. President Joe Biden this week has spoken multiple times about the raging price increases during his administration and set forth several proposals to tackle the problem.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157248906","content_text":"Prices at the wholesale level accelerated further in April, part of a broader inflation problem persisting through the U.S. economy, the Bureau of Labor Statistics reported Thursday.The producer price index, which tracks how much manufacturers get for their products at their initial sale, rose 0.5% on the month and 11% from a year ago, a decrease from the record 11.5% in March. Economists surveyed by Dow Jones had been looking for a monthly increase of 0.5%.Excluding food, energy and trade services, core PPI rose 0.6% in April and 6.9% from a year ago, the latter a decline from the 7.1% last month.Both monthly increases were exactly in line with Dow Jones estimates. Headline PPI rose 1.6% in March while core was up 0.9%.Those numbers came the day after the BLS reported that consumer prices for goods and services in the marketplace rose 8.3% from a year ago, down from 8.5% in March but still indicative of the worst inflation the U.S. has seen since the early 1980s.A separate economic report Thursday showed that jobless claims totaled 203,000 for the week ending May 7, an increase of 1,000 from the previous period. That was above the Dow Jones estimate for 194,000.Continuing claims fell, however, dropping by 44,000 to 1.343 million, the lowest level since Jan. 3, 1970.While the news has been largely good for the jobs market, it is inflation that is bedeviling policymakers the most and threatening to thwart the expansion. President Joe Biden this week has spoken multiple times about the raging price increases during his administration and set forth several proposals to tackle the problem.","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061652123,"gmtCreate":1651623601532,"gmtModify":1676534937133,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>stock split on the table?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>stock split on the table?","text":"$Tesla Motors(TSLA)$stock split on the table?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061652123","repostId":"1105560074","repostType":2,"repost":{"id":"1105560074","kind":"news","pubTimestamp":1651623449,"share":"https://ttm.financial/m/news/1105560074?lang=en_US&edition=fundamental","pubTime":"2022-05-04 08:17","market":"us","language":"en","title":"Dear TSLA Stock Fans, Mark Your Calendars for Aug. 4","url":"https://stock-news.laohu8.com/highlight/detail?id=1105560074","media":"InvestorPlace","summary":"Tesla has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, theelectric vehicle leader has announced that its 2022 Annual Shareholder Meeting will take place on Aug. 4 in Austin, Texas.Today, TSLA stock is rising following the news. This morning, Tesla announced both the date and location for the shareholder meeting. At the meeting, shareholders will vote on the potential stock split. Although the vote is e","content":"<div>\n<p>Tesla(NASDAQ:TSLA) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear TSLA Stock Fans, Mark Your Calendars for Aug. 4</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\">\nDear TSLA Stock Fans, Mark Your Calendars for Aug. 4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(NASDAQ:TSLA) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/\">Source 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://investorplace.com/2022/05/dear-tsla-stock-fans-mark-your-calendars-for-aug-4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105560074","content_text":"Tesla(NASDAQ:TSLA) has big news for investors today. Since rumors of a proposed TSLA stock splitfirst brokein March, many have been waiting for confirmation. Now, the electric vehicle(EV) leader has announced that its 2022 Annual Shareholder Meeting will take place on Aug. 4 in Austin, Texas.Today, TSLA stock is rising following the news. This morning, Tesla announced both the date and location for the shareholder meeting. At the meeting, shareholders will vote on the potential stock split. Although the vote is expected to swing in favor of the split, the split cannot proceed without majority shareholder approval.Tesla's 2022 Annual Shareholder Meeting will be on August 4th in Austin, TX. Thank you for your support of Tesla!— Tesla (@Tesla)May 3, 2022Of course, this Tuesday has been turbulent for many stocks, but TSLA is rising nevertheless. Shares shot up some 2% and, despite a dip, have since rebounded. The stock is up by about 1% today.What’s Happening with TSLA Stock?It’s not surprising that TSLA stock is rising on this stock split update. Last time Teslaenacted a stock split, shares soared more than 80%. In the ensuing year, its price more than doubled. All told, the first split was excellent for both investors and the company.Now, Tesla wants to split the stock again — and shareholders have the power to make it happen. So far, there’s little reason to expect a resounding “no” on the split, either. What’s more, while another doubling in price is not guaranteed, the second stock split should still help shares rise. Companies typically split their stock to make it more accessible to small-scale investors. Given the high levels at which TSLA stock currently trades, opening shares up to new group of investors should prove very beneficial.Wall Street often regards stock splits as signals that management has positive expectations. To that end, CEO Elon Musk has made it clear he has no intentions of slowing Tesla down.The company hasn’t released many other details about the upcoming stock split. As we’re seeing today, though, even small updates can generate buzz.What It MeansWhile investors wait for more details on the Tesla stock split, shares can be expected to continue rising. Stock splits have worked well for other high-growth tech stocks; Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both enacted splits in the past year, leading to significant gains.Now, Tesla is following in their footsteps, also standing to benefit. The upcoming TSLA stock split will likely go through — and when it does, investors will be happy with the results. In the months leading up to the shareholder meeting, investors can also expect TSLA stock to climb in anticipation.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002678072,"gmtCreate":1642006050727,"gmtModify":1676533671101,"author":{"id":"3566046740875919","authorId":"3566046740875919","name":"Mel91","avatar":"https://static.tigerbbs.com/d37431f962a3234bd32cc35bb42215d7","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566046740875919","authorIdStr":"3566046740875919"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>up up up","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>up up up","text":"$Taiwan Semiconductor Manufacturing(TSM)$up up 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