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2024-09-21

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Palantir's CEO Unloads Shares: A Telling Inflection Point

2023-08-07

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01-03

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What Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote

2024-07-11

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2023-10-04

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388593079173440","repostId":"2500972470","repostType":4,"repost":{"id":"2500972470","kind":"highlight","pubTimestamp":1735887600,"share":"https://ttm.financial/m/news/2500972470?lang=&edition=fundamental","pubTime":"2025-01-03 15:00","market":"us","language":"en","title":"What Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote","url":"https://stock-news.laohu8.com/highlight/detail?id=2500972470","media":"Investopedia","summary":"Nvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.The event is seen as a potential growth catalyst for Nvidia, even after the company's shares surged about 170% in 2024.Nvidia  Chief Executive Officer  Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant.When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence  processes like large language models .Analysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Bl","content":"<html><head></head><body><h3 id=\"id_107882890\">Key Takeaways</h3><ul style=\"\"><li><p>Nvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.</p></li><li><p>Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.</p></li><li><p>The event is seen as a potential growth catalyst for Nvidia, even after the company&#39;s shares surged about 170% in 2024.</p></li></ul><p>Nvidia (NVDA) Chief Executive Officer (CEO) Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant. </p><p>All but one of the 21 analysts covering the company who are tracked by Visible Alpha maintain a “buy” or equivalent rating, with analysts at Morgan Stanley, Bank of America, and Bernstein recently naming it a &#34;top pick.&#34; The consensus price target is about $177, a roughly 28% premium over the chipmaker’s intraday Thursday level. </p><p>When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence (AI) processes like large language models (LLMs).</p><h2 id=\"id_2632121822\">Citi Analysts Point to High Demand for Blackwell</h2><p>Analysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Blackwell platforms in the current<strong> </strong>quarter than previously estimated.</p><p>Citi also expects Huang to discuss a demand inflection in artificial intelligence (AI) robotics “around warehouses, manufacturing, and humanoid AI robots.” The company may also discuss Rubin, a successor to Blackwell chips that Huang unveiled in June and said would release in 2026. </p><p>CES comes after Nvidia’s stock wrapped up a stellar 2024. Despite shares entering correction territory last month, Nvidia stock surged about 170% in 2024 as Big Tech customers—including Microsoft (MSFT), Meta Platforms (META), and Alphabet’s (GOOGL) Google—beefed up their AI data-center and cloud computing infrastructure. Last year&#39;s big gain for Nvidia came on the heels of a 240% stock-price increase in 2023.</p></body></html>","source":"investopedia_highlight","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>What Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote</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\">\nWhat Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-03 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key TakeawaysNvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4602":"量子计算概念","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4543":"AI","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVDA":"英伟达","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4514":"搜索引擎","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0171293334.USD":"贝莱德英国基金A2"},"source_url":"https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500972470","content_text":"Key TakeawaysNvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.The event is seen as a potential growth catalyst for Nvidia, even after the company's shares surged about 170% in 2024.Nvidia (NVDA) Chief Executive Officer (CEO) Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant. All but one of the 21 analysts covering the company who are tracked by Visible Alpha maintain a “buy” or equivalent rating, with analysts at Morgan Stanley, Bank of America, and Bernstein recently naming it a \"top pick.\" The consensus price target is about $177, a roughly 28% premium over the chipmaker’s intraday Thursday level. When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence (AI) processes like large language models (LLMs).Citi Analysts Point to High Demand for BlackwellAnalysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Blackwell platforms in the current quarter than previously estimated.Citi also expects Huang to discuss a demand inflection in artificial intelligence (AI) robotics “around warehouses, manufacturing, and humanoid AI robots.” The company may also discuss Rubin, a successor to Blackwell chips that Huang unveiled in June and said would release in 2026. CES comes after Nvidia’s stock wrapped up a stellar 2024. Despite shares entering correction territory last month, Nvidia stock surged about 170% in 2024 as Big Tech customers—including Microsoft (MSFT), Meta Platforms (META), and Alphabet’s (GOOGL) Google—beefed up their AI data-center and cloud computing infrastructure. Last year's big gain for Nvidia came on the heels of a 240% stock-price increase in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351484250824928,"gmtCreate":1726850160169,"gmtModify":1726851044324,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351484250824928","repostId":"2468521616","repostType":4,"repost":{"id":"2468521616","kind":"highlight","pubTimestamp":1726845666,"share":"https://ttm.financial/m/news/2468521616?lang=&edition=fundamental","pubTime":"2024-09-20 23:21","market":"nz","language":"en","title":"Palantir's CEO Unloads Shares: A Telling Inflection Point","url":"https://stock-news.laohu8.com/highlight/detail?id=2468521616","media":"seekingalpha","summary":"Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More Investment ThesisPalantir  is today a crowd favorite. It has amassed an amazing army of devoted investors.And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company?In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors onl","content":"<html><head></head><body><h2 id=\"id_2026190940\">Summary</h2><ul style=\"\"><li><p>Inflection investing is challenging and often involves making unpopular decisions that others may not understand.</p></li><li><p>Recommending a stock can be unpopular because it involves seeing potential others can&#39;t.</p></li><li><p>Alex Karp selling 10% of his stake raises concerns for me; when the captain jumps ship, it often signals rough waters ahead.</p></li><li><p>At 54x forward free cash flow, Palantir is no longer undervalued, and my strategy demands I rotate capital into more favorable opportunities.</p></li><li><p>Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More »</p></li></ul><h2 id=\"id_891944106\">Investment Thesis</h2><p>Palantir (NYSE:PLTR) is today a crowd favorite. It has amassed an amazing army of devoted investors.</p><p>And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company? Or does it further nuance to what was already a highly contentious stock?</p><p>Having previously been a strong proponent of PLTR, I explain why Deep Value Returns recently sold out of PLTR, as I believed that paying more than 50x next year&#39;s free cash flow didn&#39;t make enough sense to me.</p><h2 id=\"id_3596142902\">Rapid Recap</h2><p>I recommended Palantir to subscribers of Deep Value Returns at $10 per share.</p><p>I also subsequently posted this on SA, in November 2023:</p><blockquote><p><em>For detractors of the stock, they&#39;ll be quick to remark that stock-based compensation, or SBC, continues to be excessive. However, I don&#39;t believe investors at this point mind. Why?</em></p><p><em>Not only is this element already priced in, but the fact that Palantir is already GAAP profitable largely does away with this bearish concern.</em></p><p><em>Altogether, I continue to declare that I believe this is a good time to buy Palantir, as the stock continues to demonstrate clear end-customer diversification as well as meaningful growth opportunities.</em></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b10ba20aa66b2cd7ca6f341d4c016951\" alt=\"Author&#39;s work on PLTR\" title=\"Author&#39;s work on PLTR\" tg-width=\"324\" tg-height=\"415\"/><span>Author&#39;s work on PLTR</span></p><p style=\"text-align: left;\"><strong>Author&#39;s work on PLTR</strong></p></blockquote><p>Allow me to explain, <em>Inflection investing</em> is a lonely road. You are always making unpopular decisions.</p><p><em>You are unpopular when you recommend the stock because you see what others can&#39;t. You are unpopular when you sell the stock because you can&#39;t see what others do.</em></p><p>The return is made in the middle because hero investors end up as zero investors.</p><p>The moment I recommended PLTR, it fell from $10 to $7 per share. Naturally, my timing sucked. It was such an unpopular recommendation!</p><p>In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors only invest with stop losses, and since PLTR was so volatile, I do not believe that anyone managed to make even 50% of what I made here.</p><p>But this makes sense, investing is difficult. Here&#39;s the thing, inflection investing succeeds best when I&#39;m making unpopular decisions.</p><h2 id=\"id_559688580\">Latest Development; Captain Starts To Sail Off</h2><p>SA reports there&#39;s a 10 million block sale by an unnamed person. Meanwhile, from my understanding, I can only see 9 million shares being sold from Alex Karp and a substantially smaller figure from Lauren Friedman.</p><p>Not quite sure where that 1 million shares came from that SA reports, but I don&#39;t believe that matters all that much at this point, for our discussion.</p><p>Meanwhile, in the interest of balance, I want to remark something that many investors will have forgotten.</p><p>If you zoom in on the table below, you&#39;ll see that Alex Karp has somewhere around 90 million shares. Hence, this sale is for around <em>10% of his holding</em>.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cba14728922433bdc14e698ff48b39ec\" alt=\"SEC filing; proxy statement\" title=\"SEC filing; proxy statement\" tg-width=\"640\" tg-height=\"221\"/><span>SEC filing; proxy statement</span></p><p style=\"text-align: left;\"><strong>SEC filing; proxy statement</strong></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Consequently, I wouldn&#39;t be too quick to read into the headlines that everything has changed from management&#39;s perspective, despite a couple of insiders selling out of PLTR.</p><p style=\"text-align: left;\">Nevertheless, I wish to explain why I sold my ownership of PLTR.</p><h2 id=\"id_4058245110\" style=\"text-align: left;\">Why I Sold Palantir</h2><p style=\"text-align: left;\">Palantir&#39;s Q2 2024 did not increase its free cash flow guidance beyond the midpoint of $900 million. However, given that its topline is now expected to increase so significantly compared with its earlier guidance, I now believe it <em>makes more sense to embrace Palantir&#39;s high end of its free cash flow guidance.</em> Hence, we should expect approximately $1 billion of free cash flow from Palantir in 2024.</p><p style=\"text-align: left;\">Moreover, as we look out to 2025, given Palantir&#39;s increased scale, together with its strong growth rates, I believe that Palantir&#39;s free cash flow could reach $1.5 billion in 2025.</p><p style=\"text-align: left;\">This means that Palantir is being priced at approximately 54x next year&#39;s free cash flow. This doesn&#39;t strike me as all that expensive, for what it offers. Indeed, I could quite easily make the argument that there&#39;s still more upside potential here.</p><p style=\"text-align: left;\">But at the same time, I don&#39;t want to be complacent. I know that the market is brutal. And it&#39;s very important to stick with my inflection investing strategy. As such, you can never rest on your laurels. You have to always be moving capital around, keeping only names that are extremely undervalued in the portfolio.</p><p style=\"text-align: left;\">For those interested, I deployed my capital into Peloton (PTON). And you may contend that PTON has nothing in common with the almighty PLTR. Did I simply misspell PLTR? Jesting aside, I believe that Palantir&#39;s risk-reward isn&#39;t all that compelling right now.</p><p style=\"text-align: left;\">Yes, it&#39;s not completely shocking to pay 54x forward free cash flow for Palantir. I continue to believe that its prospects are very interesting over the long term. But as an Inflection investor, I must always be thinking about investing as a game of odds. Of risk versus reward. Am I being sufficiently compensated for the potential reward? And I don&#39;t believe I am.</p><h2 id=\"id_2665484222\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company&#39;s narrative.</p><p style=\"text-align: left;\">I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.</p><p style=\"text-align: left;\">Palantir has been an exciting journey, but the fact that its CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.</p><p style=\"text-align: left;\">While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship&#39;s future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment&#39;s appeal.</p><p style=\"text-align: left;\">In investing, it&#39;s important to know when to hold &#39;em and when to fold &#39;em - and right now, the odds for Palantir just aren&#39;t stacked in my favor. In short, I&#39;d rather be ahead of the curve than left behind on a sinking ship!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's CEO Unloads Shares: A Telling Inflection Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's CEO Unloads Shares: A Telling Inflection Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-20 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflection investing is challenging and often involves making unpopular decisions that others may not understand.Recommending a stock can be unpopular because it involves seeing potential ...</p>\n\n<a href=\"https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念"},"source_url":"https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2468521616","content_text":"SummaryInflection investing is challenging and often involves making unpopular decisions that others may not understand.Recommending a stock can be unpopular because it involves seeing potential others can't.Alex Karp selling 10% of his stake raises concerns for me; when the captain jumps ship, it often signals rough waters ahead.At 54x forward free cash flow, Palantir is no longer undervalued, and my strategy demands I rotate capital into more favorable opportunities.Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More »Investment ThesisPalantir (NYSE:PLTR) is today a crowd favorite. It has amassed an amazing army of devoted investors.And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company? Or does it further nuance to what was already a highly contentious stock?Having previously been a strong proponent of PLTR, I explain why Deep Value Returns recently sold out of PLTR, as I believed that paying more than 50x next year's free cash flow didn't make enough sense to me.Rapid RecapI recommended Palantir to subscribers of Deep Value Returns at $10 per share.I also subsequently posted this on SA, in November 2023:For detractors of the stock, they'll be quick to remark that stock-based compensation, or SBC, continues to be excessive. However, I don't believe investors at this point mind. Why?Not only is this element already priced in, but the fact that Palantir is already GAAP profitable largely does away with this bearish concern.Altogether, I continue to declare that I believe this is a good time to buy Palantir, as the stock continues to demonstrate clear end-customer diversification as well as meaningful growth opportunities.Author's work on PLTRAuthor's work on PLTRAllow me to explain, Inflection investing is a lonely road. You are always making unpopular decisions.You are unpopular when you recommend the stock because you see what others can't. You are unpopular when you sell the stock because you can't see what others do.The return is made in the middle because hero investors end up as zero investors.The moment I recommended PLTR, it fell from $10 to $7 per share. Naturally, my timing sucked. It was such an unpopular recommendation!In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors only invest with stop losses, and since PLTR was so volatile, I do not believe that anyone managed to make even 50% of what I made here.But this makes sense, investing is difficult. Here's the thing, inflection investing succeeds best when I'm making unpopular decisions.Latest Development; Captain Starts To Sail OffSA reports there's a 10 million block sale by an unnamed person. Meanwhile, from my understanding, I can only see 9 million shares being sold from Alex Karp and a substantially smaller figure from Lauren Friedman.Not quite sure where that 1 million shares came from that SA reports, but I don't believe that matters all that much at this point, for our discussion.Meanwhile, in the interest of balance, I want to remark something that many investors will have forgotten.If you zoom in on the table below, you'll see that Alex Karp has somewhere around 90 million shares. Hence, this sale is for around 10% of his holding.SEC filing; proxy statementSEC filing; proxy statementConsequently, I wouldn't be too quick to read into the headlines that everything has changed from management's perspective, despite a couple of insiders selling out of PLTR.Nevertheless, I wish to explain why I sold my ownership of PLTR.Why I Sold PalantirPalantir's Q2 2024 did not increase its free cash flow guidance beyond the midpoint of $900 million. However, given that its topline is now expected to increase so significantly compared with its earlier guidance, I now believe it makes more sense to embrace Palantir's high end of its free cash flow guidance. Hence, we should expect approximately $1 billion of free cash flow from Palantir in 2024.Moreover, as we look out to 2025, given Palantir's increased scale, together with its strong growth rates, I believe that Palantir's free cash flow could reach $1.5 billion in 2025.This means that Palantir is being priced at approximately 54x next year's free cash flow. This doesn't strike me as all that expensive, for what it offers. Indeed, I could quite easily make the argument that there's still more upside potential here.But at the same time, I don't want to be complacent. I know that the market is brutal. And it's very important to stick with my inflection investing strategy. As such, you can never rest on your laurels. You have to always be moving capital around, keeping only names that are extremely undervalued in the portfolio.For those interested, I deployed my capital into Peloton (PTON). And you may contend that PTON has nothing in common with the almighty PLTR. Did I simply misspell PLTR? Jesting aside, I believe that Palantir's risk-reward isn't all that compelling right now.Yes, it's not completely shocking to pay 54x forward free cash flow for Palantir. I continue to believe that its prospects are very interesting over the long term. But as an Inflection investor, I must always be thinking about investing as a game of odds. Of risk versus reward. Am I being sufficiently compensated for the potential reward? And I don't believe I am.The Bottom LineAs an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that its CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment's appeal.In investing, it's important to know when to hold 'em and when to fold 'em - and right now, the odds for Palantir just aren't stacked in my favor. In short, I'd rather be ahead of the curve than left behind on a sinking ship!","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326386579001664,"gmtCreate":1720708309274,"gmtModify":1720708649759,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"If your objective has been fulfilled, profit taking is the way to go.","listText":"If your objective has been fulfilled, profit taking is the way to go.","text":"If your objective has been fulfilled, profit taking is the way to go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326386579001664","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226602905624664,"gmtCreate":1696402962161,"gmtModify":1696404229504,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","text":"$YZJ Fin Hldg(YF8.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226602905624664","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206330472558696,"gmtCreate":1691383173466,"gmtModify":1691384258071,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","text":"$YZJ Fin Hldg(YF8.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206330472558696","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":351484250824928,"gmtCreate":1726850160169,"gmtModify":1726851044324,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351484250824928","repostId":"2468521616","repostType":4,"repost":{"id":"2468521616","kind":"highlight","pubTimestamp":1726845666,"share":"https://ttm.financial/m/news/2468521616?lang=&edition=fundamental","pubTime":"2024-09-20 23:21","market":"nz","language":"en","title":"Palantir's CEO Unloads Shares: A Telling Inflection Point","url":"https://stock-news.laohu8.com/highlight/detail?id=2468521616","media":"seekingalpha","summary":"Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More Investment ThesisPalantir  is today a crowd favorite. It has amassed an amazing army of devoted investors.And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company?In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors onl","content":"<html><head></head><body><h2 id=\"id_2026190940\">Summary</h2><ul style=\"\"><li><p>Inflection investing is challenging and often involves making unpopular decisions that others may not understand.</p></li><li><p>Recommending a stock can be unpopular because it involves seeing potential others can&#39;t.</p></li><li><p>Alex Karp selling 10% of his stake raises concerns for me; when the captain jumps ship, it often signals rough waters ahead.</p></li><li><p>At 54x forward free cash flow, Palantir is no longer undervalued, and my strategy demands I rotate capital into more favorable opportunities.</p></li><li><p>Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More »</p></li></ul><h2 id=\"id_891944106\">Investment Thesis</h2><p>Palantir (NYSE:PLTR) is today a crowd favorite. It has amassed an amazing army of devoted investors.</p><p>And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company? Or does it further nuance to what was already a highly contentious stock?</p><p>Having previously been a strong proponent of PLTR, I explain why Deep Value Returns recently sold out of PLTR, as I believed that paying more than 50x next year&#39;s free cash flow didn&#39;t make enough sense to me.</p><h2 id=\"id_3596142902\">Rapid Recap</h2><p>I recommended Palantir to subscribers of Deep Value Returns at $10 per share.</p><p>I also subsequently posted this on SA, in November 2023:</p><blockquote><p><em>For detractors of the stock, they&#39;ll be quick to remark that stock-based compensation, or SBC, continues to be excessive. However, I don&#39;t believe investors at this point mind. Why?</em></p><p><em>Not only is this element already priced in, but the fact that Palantir is already GAAP profitable largely does away with this bearish concern.</em></p><p><em>Altogether, I continue to declare that I believe this is a good time to buy Palantir, as the stock continues to demonstrate clear end-customer diversification as well as meaningful growth opportunities.</em></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b10ba20aa66b2cd7ca6f341d4c016951\" alt=\"Author&#39;s work on PLTR\" title=\"Author&#39;s work on PLTR\" tg-width=\"324\" tg-height=\"415\"/><span>Author&#39;s work on PLTR</span></p><p style=\"text-align: left;\"><strong>Author&#39;s work on PLTR</strong></p></blockquote><p>Allow me to explain, <em>Inflection investing</em> is a lonely road. You are always making unpopular decisions.</p><p><em>You are unpopular when you recommend the stock because you see what others can&#39;t. You are unpopular when you sell the stock because you can&#39;t see what others do.</em></p><p>The return is made in the middle because hero investors end up as zero investors.</p><p>The moment I recommended PLTR, it fell from $10 to $7 per share. Naturally, my timing sucked. It was such an unpopular recommendation!</p><p>In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors only invest with stop losses, and since PLTR was so volatile, I do not believe that anyone managed to make even 50% of what I made here.</p><p>But this makes sense, investing is difficult. Here&#39;s the thing, inflection investing succeeds best when I&#39;m making unpopular decisions.</p><h2 id=\"id_559688580\">Latest Development; Captain Starts To Sail Off</h2><p>SA reports there&#39;s a 10 million block sale by an unnamed person. Meanwhile, from my understanding, I can only see 9 million shares being sold from Alex Karp and a substantially smaller figure from Lauren Friedman.</p><p>Not quite sure where that 1 million shares came from that SA reports, but I don&#39;t believe that matters all that much at this point, for our discussion.</p><p>Meanwhile, in the interest of balance, I want to remark something that many investors will have forgotten.</p><p>If you zoom in on the table below, you&#39;ll see that Alex Karp has somewhere around 90 million shares. Hence, this sale is for around <em>10% of his holding</em>.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cba14728922433bdc14e698ff48b39ec\" alt=\"SEC filing; proxy statement\" title=\"SEC filing; proxy statement\" tg-width=\"640\" tg-height=\"221\"/><span>SEC filing; proxy statement</span></p><p style=\"text-align: left;\"><strong>SEC filing; proxy statement</strong></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Consequently, I wouldn&#39;t be too quick to read into the headlines that everything has changed from management&#39;s perspective, despite a couple of insiders selling out of PLTR.</p><p style=\"text-align: left;\">Nevertheless, I wish to explain why I sold my ownership of PLTR.</p><h2 id=\"id_4058245110\" style=\"text-align: left;\">Why I Sold Palantir</h2><p style=\"text-align: left;\">Palantir&#39;s Q2 2024 did not increase its free cash flow guidance beyond the midpoint of $900 million. However, given that its topline is now expected to increase so significantly compared with its earlier guidance, I now believe it <em>makes more sense to embrace Palantir&#39;s high end of its free cash flow guidance.</em> Hence, we should expect approximately $1 billion of free cash flow from Palantir in 2024.</p><p style=\"text-align: left;\">Moreover, as we look out to 2025, given Palantir&#39;s increased scale, together with its strong growth rates, I believe that Palantir&#39;s free cash flow could reach $1.5 billion in 2025.</p><p style=\"text-align: left;\">This means that Palantir is being priced at approximately 54x next year&#39;s free cash flow. This doesn&#39;t strike me as all that expensive, for what it offers. Indeed, I could quite easily make the argument that there&#39;s still more upside potential here.</p><p style=\"text-align: left;\">But at the same time, I don&#39;t want to be complacent. I know that the market is brutal. And it&#39;s very important to stick with my inflection investing strategy. As such, you can never rest on your laurels. You have to always be moving capital around, keeping only names that are extremely undervalued in the portfolio.</p><p style=\"text-align: left;\">For those interested, I deployed my capital into Peloton (PTON). And you may contend that PTON has nothing in common with the almighty PLTR. Did I simply misspell PLTR? Jesting aside, I believe that Palantir&#39;s risk-reward isn&#39;t all that compelling right now.</p><p style=\"text-align: left;\">Yes, it&#39;s not completely shocking to pay 54x forward free cash flow for Palantir. I continue to believe that its prospects are very interesting over the long term. But as an Inflection investor, I must always be thinking about investing as a game of odds. Of risk versus reward. Am I being sufficiently compensated for the potential reward? And I don&#39;t believe I am.</p><h2 id=\"id_2665484222\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company&#39;s narrative.</p><p style=\"text-align: left;\">I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.</p><p style=\"text-align: left;\">Palantir has been an exciting journey, but the fact that its CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.</p><p style=\"text-align: left;\">While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship&#39;s future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment&#39;s appeal.</p><p style=\"text-align: left;\">In investing, it&#39;s important to know when to hold &#39;em and when to fold &#39;em - and right now, the odds for Palantir just aren&#39;t stacked in my favor. In short, I&#39;d rather be ahead of the curve than left behind on a sinking ship!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's CEO Unloads Shares: A Telling Inflection Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's CEO Unloads Shares: A Telling Inflection Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-20 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflection investing is challenging and often involves making unpopular decisions that others may not understand.Recommending a stock can be unpopular because it involves seeing potential ...</p>\n\n<a href=\"https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念"},"source_url":"https://seekingalpha.com/article/4722246-palantir-stock-ceo-unloads-telling-inflection-point-downgrade-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2468521616","content_text":"SummaryInflection investing is challenging and often involves making unpopular decisions that others may not understand.Recommending a stock can be unpopular because it involves seeing potential others can't.Alex Karp selling 10% of his stake raises concerns for me; when the captain jumps ship, it often signals rough waters ahead.At 54x forward free cash flow, Palantir is no longer undervalued, and my strategy demands I rotate capital into more favorable opportunities.Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More »Investment ThesisPalantir (NYSE:PLTR) is today a crowd favorite. It has amassed an amazing army of devoted investors.And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company? Or does it further nuance to what was already a highly contentious stock?Having previously been a strong proponent of PLTR, I explain why Deep Value Returns recently sold out of PLTR, as I believed that paying more than 50x next year's free cash flow didn't make enough sense to me.Rapid RecapI recommended Palantir to subscribers of Deep Value Returns at $10 per share.I also subsequently posted this on SA, in November 2023:For detractors of the stock, they'll be quick to remark that stock-based compensation, or SBC, continues to be excessive. However, I don't believe investors at this point mind. Why?Not only is this element already priced in, but the fact that Palantir is already GAAP profitable largely does away with this bearish concern.Altogether, I continue to declare that I believe this is a good time to buy Palantir, as the stock continues to demonstrate clear end-customer diversification as well as meaningful growth opportunities.Author's work on PLTRAuthor's work on PLTRAllow me to explain, Inflection investing is a lonely road. You are always making unpopular decisions.You are unpopular when you recommend the stock because you see what others can't. You are unpopular when you sell the stock because you can't see what others do.The return is made in the middle because hero investors end up as zero investors.The moment I recommended PLTR, it fell from $10 to $7 per share. Naturally, my timing sucked. It was such an unpopular recommendation!In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors only invest with stop losses, and since PLTR was so volatile, I do not believe that anyone managed to make even 50% of what I made here.But this makes sense, investing is difficult. Here's the thing, inflection investing succeeds best when I'm making unpopular decisions.Latest Development; Captain Starts To Sail OffSA reports there's a 10 million block sale by an unnamed person. Meanwhile, from my understanding, I can only see 9 million shares being sold from Alex Karp and a substantially smaller figure from Lauren Friedman.Not quite sure where that 1 million shares came from that SA reports, but I don't believe that matters all that much at this point, for our discussion.Meanwhile, in the interest of balance, I want to remark something that many investors will have forgotten.If you zoom in on the table below, you'll see that Alex Karp has somewhere around 90 million shares. Hence, this sale is for around 10% of his holding.SEC filing; proxy statementSEC filing; proxy statementConsequently, I wouldn't be too quick to read into the headlines that everything has changed from management's perspective, despite a couple of insiders selling out of PLTR.Nevertheless, I wish to explain why I sold my ownership of PLTR.Why I Sold PalantirPalantir's Q2 2024 did not increase its free cash flow guidance beyond the midpoint of $900 million. However, given that its topline is now expected to increase so significantly compared with its earlier guidance, I now believe it makes more sense to embrace Palantir's high end of its free cash flow guidance. Hence, we should expect approximately $1 billion of free cash flow from Palantir in 2024.Moreover, as we look out to 2025, given Palantir's increased scale, together with its strong growth rates, I believe that Palantir's free cash flow could reach $1.5 billion in 2025.This means that Palantir is being priced at approximately 54x next year's free cash flow. This doesn't strike me as all that expensive, for what it offers. Indeed, I could quite easily make the argument that there's still more upside potential here.But at the same time, I don't want to be complacent. I know that the market is brutal. And it's very important to stick with my inflection investing strategy. As such, you can never rest on your laurels. You have to always be moving capital around, keeping only names that are extremely undervalued in the portfolio.For those interested, I deployed my capital into Peloton (PTON). And you may contend that PTON has nothing in common with the almighty PLTR. Did I simply misspell PLTR? Jesting aside, I believe that Palantir's risk-reward isn't all that compelling right now.Yes, it's not completely shocking to pay 54x forward free cash flow for Palantir. I continue to believe that its prospects are very interesting over the long term. But as an Inflection investor, I must always be thinking about investing as a game of odds. Of risk versus reward. Am I being sufficiently compensated for the potential reward? And I don't believe I am.The Bottom LineAs an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that its CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment's appeal.In investing, it's important to know when to hold 'em and when to fold 'em - and right now, the odds for Palantir just aren't stacked in my favor. In short, I'd rather be ahead of the curve than left behind on a sinking ship!","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206330472558696,"gmtCreate":1691383173466,"gmtModify":1691384258071,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","text":"$YZJ Fin Hldg(YF8.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206330472558696","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388593079173440,"gmtCreate":1735891374282,"gmtModify":1735891378014,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388593079173440","repostId":"2500972470","repostType":4,"repost":{"id":"2500972470","kind":"highlight","pubTimestamp":1735887600,"share":"https://ttm.financial/m/news/2500972470?lang=&edition=fundamental","pubTime":"2025-01-03 15:00","market":"us","language":"en","title":"What Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote","url":"https://stock-news.laohu8.com/highlight/detail?id=2500972470","media":"Investopedia","summary":"Nvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.The event is seen as a potential growth catalyst for Nvidia, even after the company's shares surged about 170% in 2024.Nvidia  Chief Executive Officer  Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant.When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence  processes like large language models .Analysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Bl","content":"<html><head></head><body><h3 id=\"id_107882890\">Key Takeaways</h3><ul style=\"\"><li><p>Nvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.</p></li><li><p>Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.</p></li><li><p>The event is seen as a potential growth catalyst for Nvidia, even after the company&#39;s shares surged about 170% in 2024.</p></li></ul><p>Nvidia (NVDA) Chief Executive Officer (CEO) Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant. </p><p>All but one of the 21 analysts covering the company who are tracked by Visible Alpha maintain a “buy” or equivalent rating, with analysts at Morgan Stanley, Bank of America, and Bernstein recently naming it a &#34;top pick.&#34; The consensus price target is about $177, a roughly 28% premium over the chipmaker’s intraday Thursday level. </p><p>When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence (AI) processes like large language models (LLMs).</p><h2 id=\"id_2632121822\">Citi Analysts Point to High Demand for Blackwell</h2><p>Analysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Blackwell platforms in the current<strong> </strong>quarter than previously estimated.</p><p>Citi also expects Huang to discuss a demand inflection in artificial intelligence (AI) robotics “around warehouses, manufacturing, and humanoid AI robots.” The company may also discuss Rubin, a successor to Blackwell chips that Huang unveiled in June and said would release in 2026. </p><p>CES comes after Nvidia’s stock wrapped up a stellar 2024. Despite shares entering correction territory last month, Nvidia stock surged about 170% in 2024 as Big Tech customers—including Microsoft (MSFT), Meta Platforms (META), and Alphabet’s (GOOGL) Google—beefed up their AI data-center and cloud computing infrastructure. Last year&#39;s big gain for Nvidia came on the heels of a 240% stock-price increase in 2023.</p></body></html>","source":"investopedia_highlight","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>What Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote</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\">\nWhat Analysts Think of Nvidia Stock Ahead of CEO Jensen Huang's CES Keynote\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-03 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key TakeawaysNvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4602":"量子计算概念","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4543":"AI","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVDA":"英伟达","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4514":"搜索引擎","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0171293334.USD":"贝莱德英国基金A2"},"source_url":"https://www.investopedia.com/what-analysts-think-of-nvidia-stock-ahead-of-ceo-jensen-huang-s-ces-keynote-8768126","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500972470","content_text":"Key TakeawaysNvidia CEO Jensen Huang will deliver a keynote address at a major consumer electronics show on Monday.Analysts expect Nvidia to raise sales expectations for its Blackwell GPUs amid huge demand for AI chips.The event is seen as a potential growth catalyst for Nvidia, even after the company's shares surged about 170% in 2024.Nvidia (NVDA) Chief Executive Officer (CEO) Jensen Huang will deliver the opening keynote at a major consumer electronics show on Monday, with many analysts viewing the event as a potential growth catalyst for the chipmaking giant. All but one of the 21 analysts covering the company who are tracked by Visible Alpha maintain a “buy” or equivalent rating, with analysts at Morgan Stanley, Bank of America, and Bernstein recently naming it a \"top pick.\" The consensus price target is about $177, a roughly 28% premium over the chipmaker’s intraday Thursday level. When Huang delivers the keynote address on Monday, the spotlight will be on Nvidia’s Blackwell GPUs, which are used to power generative artificial intelligence (AI) processes like large language models (LLMs).Citi Analysts Point to High Demand for BlackwellAnalysts at Citi said in late November that they expect Nvidia to raise sales expectations for Blackwell as the company works to meet what Huang has called “insane” demand. On Nvidia’s earnings call in November, Huang said Nvidia expects to deliver more Blackwell platforms in the current quarter than previously estimated.Citi also expects Huang to discuss a demand inflection in artificial intelligence (AI) robotics “around warehouses, manufacturing, and humanoid AI robots.” The company may also discuss Rubin, a successor to Blackwell chips that Huang unveiled in June and said would release in 2026. CES comes after Nvidia’s stock wrapped up a stellar 2024. Despite shares entering correction territory last month, Nvidia stock surged about 170% in 2024 as Big Tech customers—including Microsoft (MSFT), Meta Platforms (META), and Alphabet’s (GOOGL) Google—beefed up their AI data-center and cloud computing infrastructure. Last year's big gain for Nvidia came on the heels of a 240% stock-price increase in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326386579001664,"gmtCreate":1720708309274,"gmtModify":1720708649759,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"If your objective has been fulfilled, profit taking is the way to go.","listText":"If your objective has been fulfilled, profit taking is the way to go.","text":"If your objective has been fulfilled, profit taking is the way to go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326386579001664","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226602905624664,"gmtCreate":1696402962161,"gmtModify":1696404229504,"author":{"id":"4093067675766190","authorId":"4093067675766190","name":"BINGHANI","avatar":"https://community-static.tradeup.com/news/d68285d117e8168b8c1bd0331e8a8c8b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093067675766190","authorIdStr":"4093067675766190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a>","text":"$YZJ Fin Hldg(YF8.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226602905624664","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}