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J Curve Thesis

J Curve Thesis

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04-11

Good read

@TheBeautyofOptions:TOP 15 GROWTH NAMES WITH THE CLEANEST SETUPS RIGHT NOW

04-11

$Tesla Motors(TSLA)$

2023-06-25

A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.

Sorry, the original content has been removed

2022-03-26

None of them can beat this one. It starts with a T and ends with an A....

3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO

2022-03-16

Sense alot of optimism in this one

Sorry, the original content has been removed

2022-03-15

To author of this tiger press....And your point is?

Tesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants

2022-03-01

Don't bet against Elon. We shall see how this article ages in a few years time.

Sorry, the original content has been removed

2022-01-14

We shall see if this article ages well

Palantir: A Defense Of My $5 Price Target

Go to Tiger App to see more news

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Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552427601056952","repostId":"552113549505336","repostType":1,"repost":{"id":552113549505336,"gmtCreate":1775830281001,"gmtModify":1775830321923,"author":{"id":"1436866998000","authorId":"1436866998000","name":"TheBeautyofOptions","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"TOP 15 GROWTH NAMES WITH THE CLEANEST SETUPS RIGHT NOW","htmlText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","listText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","text":"1. $CoreWeave, Inc.(CRWV)$ - AI Infrastructure 2. $NEBIUS(NBIS)$ - AI Infrastructure 3. $Cipher Mining Inc.(CIFR)$ - AI Compute 4. $IREN Ltd(IREN)$ - AI Compute 5. $Hewlett Packard Enterprise(HPE)$ - AI Servers 6. $Vertiv Holdings LLC(VRT)$ - Data Center Cooling 7. $Applied Optoelectronics(AAOI)$ - Photonics 8. $Aehr Test(AEHR)$ - Photonics 9. $ARM Holdings(ARM)$ - Semis 10. $","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552113549505336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552427706799456,"gmtCreate":1775880960084,"gmtModify":1775880963396,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/feadd6653bec0c7ce96b47542929ded3","width":"1006","height":"1755"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552427706799456","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":191020569964816,"gmtCreate":1687661406056,"gmtModify":1687661410053,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.&nbsp;","listText":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.&nbsp;","text":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191020569964816","repostId":"2345994773","repostType":2,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010388187,"gmtCreate":1648258670908,"gmtModify":1676534322880,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"None of them can beat this one. It&nbsp;starts with a T and ends with an A....","listText":"None of them can beat this one. It&nbsp;starts with a T and ends with an A....","text":"None of them can beat this one. It starts with a T and ends with an A....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010388187","repostId":"1153047568","repostType":2,"repost":{"id":"1153047568","kind":"news","pubTimestamp":1648251874,"share":"https://ttm.financial/m/news/1153047568?lang=en_US&edition=fundamental","pubTime":"2022-03-26 07:44","market":"us","language":"en","title":"3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1153047568","media":"investorplace","summary":"Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ultimat","content":"<div>\n<p>Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/\">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>3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO</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\">\n3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AUR":"Aurora Innovation","VLDR":"威力登激光雷达","EMBK":"Embark Technology, Inc"},"source_url":"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153047568","content_text":"Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ultimately benefit a great deal from buying autonomous driving stocks. Many companies, including Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), General Motors (NYSE:GM), Velodyne (NASDAQ:VLDR), Embark (NASDAQ:EMBK) and Aurora Innovation (NASDAQ:AUR), are making a great deal of progress when it comes to commercializing self-driving technology on a significant scale.Meanwhile, fears of the coronavirus have dropped tremendously, and the Biden administration seems to have decided recently to quickly facilitate the proliferation of autonomous vehicles.For evidence of the latter trend, consider the fact that the  U.S. National Highway Traffic Safety Administration recently decided to allow “fully autonomous vehicles” to be built without certain safety features previously required in all vehicles, such as steering wheels. Moreover, U.S. Transportation Secretary Pete Buttigieg said earlier this month that his department does not want to prevent innovation in the autonomous vehicle space. He also predicted that regulation of the sector would evolve a great deal during the rest of the 2020’s.And at the beginning of March, Intel (NASDQ:INTC) filed papers with the Securities and Exchange Commission to launch an IPO of its Mobileye unit, which develops and sells self-driving and advanced driving assistance systems. If Mobileye’s shares attain a high valuation, they could provide a positive catalyst to other companies in the sector.Finally, since self-driving automobiles would save both businesses and consumers a great deal of time and money, I continue to believe that the technology will prove to be quite lucrative for the firms that successfully introduce it widely.As such, I think that the best ways for investors to benefit from the ultimate proliferation of self-driving vehicles is by buying the following autonomous driving stocks:Aurora Innovation (AUR)Embark (EMBK)Velodyne (VLDR)Autonomous Vehicle Stocks to Buy: Aurora Innovation (AUR)Encouragingly, way back in 2019, Amazon (NASDAQ:AMZN) invested in Aurora. In the process, it somewhat validated the company’s technology. It also helped make me more confident that Hyundai (OTCMKTS:HYMTF) also invested in the company in 2019.Recently, Aurora announced that it had developed self-driving technology that is able to “work across multiple vehicle types.” That level of standardization should greatly facilitate the use of Aurora’s system by transportation companies and automakers.Also increasing my confidence in AUR stock is the fact that the tech startup is partnering with “Volvo on autonomous trucks and Toyota to develop a fleet of self-driving Siennas,” according to Cnet.The current market capitalization of AUR stock is $6 billion. That’s not low, but I believe that it greatly undervalues the company’s long-term potential.Embark (EMBK)The company sells self-driving software for trucks called Embark Driver. It charges trucking companies a per-mile subscription fee for the use of the software.According to the company’s CEO, Alex Rodrigues, Embark uses technology that enables “trucks to update … maps in real time, which is critical when encountering situations like construction work zones, particularly when you’re on a two-lane highway and there are no alternative routes.” Moreover, the company’s system can be easily “integrated” with trucks made by any major manufacturer, and “some of the top carriers in the United States … [are its] customers.” For October, the company said that it had received “14,200 reservations for Embark-equipped autonomous trucks, more than twice the nearest public competitor” at that point.Rodrigues noted that, in the U.S., human truck drivers cannot drive their vehicles for more than 11 hours each day. And that Embark’s software can dramatically expand that number.Finally, the CEO reported that “over 1 million real world miles” had been driven using the company’s software “without a single department of Transportation reportable safety incident.”Stephen Houghton, who was named the company’s COO in February, worked on autonomous vehicles for Amazon and Cruise (currently owned by GM) for six years.Autonomous Vehicle Stocks to Buy: Velodyne (VLDR)In a very positive development, Velodyne announced last month that Amazon had purchased a warrant that could enable the e-commerce giant to buy nearly 40 million shares of VLDR stock. The warrant will become exercisable “based on discretionary payments made by Amazon pursuant to existing commercial agreements between Velodyne and Amazon,” Seeking Alpha explained. I think the deal suggests that Amazon believes that Velodyne has a great deal of potential.Also note that in 2017, Amazon obtained a warrant to buy up to 55.3 million shares of Plug Power (NASDAQ:PLUG) stock. PLUG stock finished 2017 at $1.93. On March 18, 2022, it closed at $26.15.In 2021, Velodyne’s shipments of sensors jumped 35% versus 2020 to slightly over 15,000. In 2019, the company shipped just over 12,000 sensors. Last quarter, it sold a record 4,900 sensors. The company’s revenue dropped 1.7% year-over-year because of its strategy of using lower prices to gain market share. Ultimately, however, I expect that approach will be quite successful.VLDR stock is trading at a reasonable trailing price-sales ratio of 7.67x, according to Yahoo Finance.","news_type":1,"symbols_score_info":{"AUR":0.9,"EMBK":0.9,"VLDR":0.9}},"isVote":1,"tweetType":1,"viewCount":3362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032578350,"gmtCreate":1647411718941,"gmtModify":1676534226778,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"Sense alot of optimism in this one","listText":"Sense alot of optimism in this one","text":"Sense alot of optimism in this one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032578350","repostId":"2219220927","repostType":4,"isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032869626,"gmtCreate":1647329985157,"gmtModify":1676534217362,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"To author of this tiger press....And&nbsp;your point is?&nbsp;","listText":"To author of this tiger press....And&nbsp;your point is?&nbsp;","text":"To author of this tiger press....And your point is?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032869626","repostId":"1183488934","repostType":2,"repost":{"id":"1183488934","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":1647324534,"share":"https://ttm.financial/m/news/1183488934?lang=en_US&edition=fundamental","pubTime":"2022-03-15 14:08","market":"us","language":"en","title":"Tesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1183488934","media":"Tiger Newspress","summary":"According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of T","content":"<html><head></head><body><p>According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.<img src=\"https://static.tigerbbs.com/12b625c7a48052a2ca919a67e47c093a\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants\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\">2022-03-15 14:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.<img src=\"https://static.tigerbbs.com/12b625c7a48052a2ca919a67e47c093a\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","03690":"美团-W","JD":"京东","NTES":"网易","00700":"腾讯控股","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183488934","content_text":"According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.","news_type":1,"symbols_score_info":{"03690":0.9,"00700":0.9,"BABA":0.9,"TSLA":0.9,"JD":0.9,"NTES":0.9}},"isVote":1,"tweetType":1,"viewCount":1973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039448055,"gmtCreate":1646107285512,"gmtModify":1676534092110,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"Don't bet against Elon. We shall see how this article ages in a few years time.","listText":"Don't bet against Elon. We shall see how this article ages in a few years time.","text":"Don't bet against Elon. We shall see how this article ages in a few years time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039448055","repostId":"1106936697","repostType":2,"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005966407,"gmtCreate":1642147363762,"gmtModify":1676533686586,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576908294467124","authorIdStr":"3576908294467124"},"themes":[],"htmlText":"We shall see if this article ages well","listText":"We shall see if this article ages well","text":"We shall see if this article ages well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005966407","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","kind":"news","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=en_US&edition=fundamental","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Defense Of My $5 Price Target</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: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">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/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9032578350,"gmtCreate":1647411718941,"gmtModify":1676534226778,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"Sense alot of optimism in this one","listText":"Sense alot of optimism in this one","text":"Sense alot of optimism in this one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032578350","repostId":"2219220927","repostType":4,"isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010388187,"gmtCreate":1648258670908,"gmtModify":1676534322880,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"None of them can beat this one. It&nbsp;starts with a T and ends with an A....","listText":"None of them can beat this one. It&nbsp;starts with a T and ends with an A....","text":"None of them can beat this one. It starts with a T and ends with an A....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010388187","repostId":"1153047568","repostType":2,"repost":{"id":"1153047568","kind":"news","pubTimestamp":1648251874,"share":"https://ttm.financial/m/news/1153047568?lang=en_US&edition=fundamental","pubTime":"2022-03-26 07:44","market":"us","language":"en","title":"3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1153047568","media":"investorplace","summary":"Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ultimat","content":"<div>\n<p>Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/\">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>3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO</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\">\n3 Autonomous Vehicle Stocks to Buy Ahead of the Mobileye IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AUR":"Aurora Innovation","VLDR":"威力登激光雷达","EMBK":"Embark Technology, Inc"},"source_url":"https://investorplace.com/2022/03/3-autonomous-vehicle-stocks-to-buy-ahead-of-the-mobileye-ipo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153047568","content_text":"Restrictions due to the coronavirus and regulatory issues have slowed the progress of autonomous vehicles more than I thought they would. However, I still believe that long-term investors will ultimately benefit a great deal from buying autonomous driving stocks. Many companies, including Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), General Motors (NYSE:GM), Velodyne (NASDAQ:VLDR), Embark (NASDAQ:EMBK) and Aurora Innovation (NASDAQ:AUR), are making a great deal of progress when it comes to commercializing self-driving technology on a significant scale.Meanwhile, fears of the coronavirus have dropped tremendously, and the Biden administration seems to have decided recently to quickly facilitate the proliferation of autonomous vehicles.For evidence of the latter trend, consider the fact that the  U.S. National Highway Traffic Safety Administration recently decided to allow “fully autonomous vehicles” to be built without certain safety features previously required in all vehicles, such as steering wheels. Moreover, U.S. Transportation Secretary Pete Buttigieg said earlier this month that his department does not want to prevent innovation in the autonomous vehicle space. He also predicted that regulation of the sector would evolve a great deal during the rest of the 2020’s.And at the beginning of March, Intel (NASDQ:INTC) filed papers with the Securities and Exchange Commission to launch an IPO of its Mobileye unit, which develops and sells self-driving and advanced driving assistance systems. If Mobileye’s shares attain a high valuation, they could provide a positive catalyst to other companies in the sector.Finally, since self-driving automobiles would save both businesses and consumers a great deal of time and money, I continue to believe that the technology will prove to be quite lucrative for the firms that successfully introduce it widely.As such, I think that the best ways for investors to benefit from the ultimate proliferation of self-driving vehicles is by buying the following autonomous driving stocks:Aurora Innovation (AUR)Embark (EMBK)Velodyne (VLDR)Autonomous Vehicle Stocks to Buy: Aurora Innovation (AUR)Encouragingly, way back in 2019, Amazon (NASDAQ:AMZN) invested in Aurora. In the process, it somewhat validated the company’s technology. It also helped make me more confident that Hyundai (OTCMKTS:HYMTF) also invested in the company in 2019.Recently, Aurora announced that it had developed self-driving technology that is able to “work across multiple vehicle types.” That level of standardization should greatly facilitate the use of Aurora’s system by transportation companies and automakers.Also increasing my confidence in AUR stock is the fact that the tech startup is partnering with “Volvo on autonomous trucks and Toyota to develop a fleet of self-driving Siennas,” according to Cnet.The current market capitalization of AUR stock is $6 billion. That’s not low, but I believe that it greatly undervalues the company’s long-term potential.Embark (EMBK)The company sells self-driving software for trucks called Embark Driver. It charges trucking companies a per-mile subscription fee for the use of the software.According to the company’s CEO, Alex Rodrigues, Embark uses technology that enables “trucks to update … maps in real time, which is critical when encountering situations like construction work zones, particularly when you’re on a two-lane highway and there are no alternative routes.” Moreover, the company’s system can be easily “integrated” with trucks made by any major manufacturer, and “some of the top carriers in the United States … [are its] customers.” For October, the company said that it had received “14,200 reservations for Embark-equipped autonomous trucks, more than twice the nearest public competitor” at that point.Rodrigues noted that, in the U.S., human truck drivers cannot drive their vehicles for more than 11 hours each day. And that Embark’s software can dramatically expand that number.Finally, the CEO reported that “over 1 million real world miles” had been driven using the company’s software “without a single department of Transportation reportable safety incident.”Stephen Houghton, who was named the company’s COO in February, worked on autonomous vehicles for Amazon and Cruise (currently owned by GM) for six years.Autonomous Vehicle Stocks to Buy: Velodyne (VLDR)In a very positive development, Velodyne announced last month that Amazon had purchased a warrant that could enable the e-commerce giant to buy nearly 40 million shares of VLDR stock. The warrant will become exercisable “based on discretionary payments made by Amazon pursuant to existing commercial agreements between Velodyne and Amazon,” Seeking Alpha explained. I think the deal suggests that Amazon believes that Velodyne has a great deal of potential.Also note that in 2017, Amazon obtained a warrant to buy up to 55.3 million shares of Plug Power (NASDAQ:PLUG) stock. PLUG stock finished 2017 at $1.93. On March 18, 2022, it closed at $26.15.In 2021, Velodyne’s shipments of sensors jumped 35% versus 2020 to slightly over 15,000. In 2019, the company shipped just over 12,000 sensors. Last quarter, it sold a record 4,900 sensors. The company’s revenue dropped 1.7% year-over-year because of its strategy of using lower prices to gain market share. Ultimately, however, I expect that approach will be quite successful.VLDR stock is trading at a reasonable trailing price-sales ratio of 7.67x, according to Yahoo Finance.","news_type":1,"symbols_score_info":{"AUR":0.9,"EMBK":0.9,"VLDR":0.9}},"isVote":1,"tweetType":1,"viewCount":3362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039448055,"gmtCreate":1646107285512,"gmtModify":1676534092110,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"Don't bet against Elon. We shall see how this article ages in a few years time.","listText":"Don't bet against Elon. We shall see how this article ages in a few years time.","text":"Don't bet against Elon. We shall see how this article ages in a few years time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039448055","repostId":"1106936697","repostType":2,"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032869626,"gmtCreate":1647329985157,"gmtModify":1676534217362,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"To author of this tiger press....And&nbsp;your point is?&nbsp;","listText":"To author of this tiger press....And&nbsp;your point is?&nbsp;","text":"To author of this tiger press....And your point is?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032869626","repostId":"1183488934","repostType":2,"repost":{"id":"1183488934","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":1647324534,"share":"https://ttm.financial/m/news/1183488934?lang=en_US&edition=fundamental","pubTime":"2022-03-15 14:08","market":"us","language":"en","title":"Tesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1183488934","media":"Tiger Newspress","summary":"According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of T","content":"<html><head></head><body><p>According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.<img src=\"https://static.tigerbbs.com/12b625c7a48052a2ca919a67e47c093a\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla‘s Market Cap ≈ Sum of Five Chinese Internet Giants\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\">2022-03-15 14:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.<img src=\"https://static.tigerbbs.com/12b625c7a48052a2ca919a67e47c093a\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","03690":"美团-W","JD":"京东","NTES":"网易","00700":"腾讯控股","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183488934","content_text":"According to the closing price on March 14 in the U.S. market, Tesla is almost equal to the sum of Tencent, Alibaba, Meituan,JD.com and Netease by market cap.","news_type":1,"symbols_score_info":{"03690":0.9,"00700":0.9,"BABA":0.9,"TSLA":0.9,"JD":0.9,"NTES":0.9}},"isVote":1,"tweetType":1,"viewCount":1973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552427706799456,"gmtCreate":1775880960084,"gmtModify":1775880963396,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/feadd6653bec0c7ce96b47542929ded3","width":"1006","height":"1755"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552427706799456","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005966407,"gmtCreate":1642147363762,"gmtModify":1676533686586,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"We shall see if this article ages well","listText":"We shall see if this article ages well","text":"We shall see if this article ages well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005966407","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","kind":"news","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=en_US&edition=fundamental","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Defense Of My $5 Price Target</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: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">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/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552427601056952,"gmtCreate":1775881032516,"gmtModify":1775881036829,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552427601056952","repostId":"552113549505336","repostType":1,"repost":{"id":552113549505336,"gmtCreate":1775830281001,"gmtModify":1775830321923,"author":{"id":"1436866998000","authorId":"1436866998000","name":"TheBeautyofOptions","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"TOP 15 GROWTH NAMES WITH THE CLEANEST SETUPS RIGHT NOW","htmlText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","listText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","text":"1. $CoreWeave, Inc.(CRWV)$ - AI Infrastructure 2. $NEBIUS(NBIS)$ - AI Infrastructure 3. $Cipher Mining Inc.(CIFR)$ - AI Compute 4. $IREN Ltd(IREN)$ - AI Compute 5. $Hewlett Packard Enterprise(HPE)$ - AI Servers 6. $Vertiv Holdings LLC(VRT)$ - Data Center Cooling 7. $Applied Optoelectronics(AAOI)$ - Photonics 8. $Aehr Test(AEHR)$ - Photonics 9. $ARM Holdings(ARM)$ - Semis 10. $","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552113549505336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191020569964816,"gmtCreate":1687661406056,"gmtModify":1687661410053,"author":{"id":"3576908294467124","authorId":"3576908294467124","name":"J Curve Thesis","avatar":"https://community-static.tradeup.com/news/c4fa9c8df5ca3e060f63abe8c72c9c3d","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576908294467124","idStr":"3576908294467124"},"themes":[],"htmlText":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.&nbsp;","listText":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.&nbsp;","text":"A blow off top is coming that will reach all time high. This is just a pull back. Mark my words and get ready for it. After that will be a deep recession.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191020569964816","repostId":"2345994773","repostType":2,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}