Avenite personal page - To The Moon

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04-07

I like this sea of red 😂

02-25

Good news for opportunists

02-20

Here comes the opportunity for latecomers!

Palantir Stock Drops 10% After Report of Pentagon Slashing Budget

02-10

Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..

Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels

02-04

$Palantir Technologies Inc.(PLTR)$ Much more to come 🤩

01-31

🤣

Palantir: 3 Reasons To Short The Stock

01-09

Overhyped stock that's why the massive exit with just a mere comment

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2024-12-11

$Palantir Technologies Inc.(PLTR)$ Those sellers are giving whales the opportunity to enter. They are just waiting...

2024-12-08

$Tiger Brokers(TIGR)$ Christmas Comes Once a Year, But Sheer Joy Shall Last Forever! May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ & Seasons Greetings 🎄

2024-11-23

It will fall lower until the case is finalized.

Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%

2024-11-15

A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?

Palantir Hits The Gas On Growth

2024-11-13

$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!

2024-11-12

As usual all the negativity from this community which couldn't accept that reality differs from their theory books..

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2024-11-07

I'm all for Long.

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2024-11-05

$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..

2024-11-05

"Hold" for more to come

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2024-11-05

Posts recommending "sell" had been circulated again and again. So the question is do investors follow this theory or follow their optimism?

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2024-11-04

A win for Trump would propel majority of investors. We had enough of high interest rates and inflatory prices. US Companies enjoy low tax and higher profit margin - stakeholders happy. Trump winning would definitely help calm the current disputes and war happening in the Middle East. The last thing we want is a 3rd war most probably in the South China Sea. I can't imagine the states struggling to deal with 3 wars going on concurrently in this world.

2024-10-17

I'm holding... good try though! Hope you don't regret again :)

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2024-10-09

Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.

Will Palantir Stock Hit the $50 Mark?

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opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405516159303856,"gmtCreate":1740041899977,"gmtModify":1740041904835,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Here comes the opportunity for latecomers!","listText":"Here comes the opportunity for latecomers!","text":"Here comes the opportunity for latecomers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405516159303856","repostId":"2512437590","repostType":2,"repost":{"id":"2512437590","kind":"highlight","pubTimestamp":1740005293,"share":"https://ttm.financial/m/news/2512437590?lang=&edition=full_marsco","pubTime":"2025-02-20 06:48","market":"us","language":"en","title":"Palantir Stock Drops 10% After Report of Pentagon Slashing Budget","url":"https://stock-news.laohu8.com/highlight/detail?id=2512437590","media":"Bloomberg","summary":"$Palantir(PLTR)$ stock lost 10% on Wednesday, losing ground quickly in the final hour of trading after a Washington Post report said the Trump administration has told the Pentagon to plan for large bu","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e53c65ffb636b4f735d61f3cdb5caf07\" tg-width=\"753\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Palantir, which has seen its stock soar by almost 50% this year, is a major US defense contractor in addition to selling its technology and artificial intelligence products to other allied governments and private companies.</p><p style=\"text-align: start;\">“Palantir’s US government segment growth — more than 40% in the past two quarters — may have much greater exposure to any cuts in the US defense budget,” Bloomberg Intelligence analyst Mandeep Singh wrote in a note. He added that the government sales make up more than half of the company’s total revenue.</p><p style=\"text-align: start;\">Palantir has closely linked itself to the US government. This week, Chief Executive Officer Alex Karp came out with a new book calling for more patriotism from Silicon Valley, and for tech companies to seek closer ties to the US.</p><p style=\"text-align: start;\">On Wednesday, the Washington Post reported that Hegseth has ordered senior military leaders to develop plans for cutting 8% from the defense budget in each of the next five years, according to a memo sent to senior officials. Bloomberg previously reported news of the intended cuts, before distribution of the memo.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Drops 10% After Report of Pentagon Slashing Budget</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 Stock Drops 10% After Report of Pentagon Slashing Budget\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 06:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512437590","content_text":"Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has seen its stock soar by almost 50% this year, is a major US defense contractor in addition to selling its technology and artificial intelligence products to other allied governments and private companies.“Palantir’s US government segment growth — more than 40% in the past two quarters — may have much greater exposure to any cuts in the US defense budget,” Bloomberg Intelligence analyst Mandeep Singh wrote in a note. He added that the government sales make up more than half of the company’s total revenue.Palantir has closely linked itself to the US government. This week, Chief Executive Officer Alex Karp came out with a new book calling for more patriotism from Silicon Valley, and for tech companies to seek closer ties to the US.On Wednesday, the Washington Post reported that Hegseth has ordered senior military leaders to develop plans for cutting 8% from the defense budget in each of the next five years, according to a memo sent to senior officials. Bloomberg previously reported news of the intended cuts, before distribution of the memo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402094596301040,"gmtCreate":1739195403710,"gmtModify":1739195406976,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","listText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","text":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402094596301040","repostId":"1103034764","repostType":2,"repost":{"id":"1103034764","kind":"news","pubTimestamp":1739169300,"share":"https://ttm.financial/m/news/1103034764?lang=&edition=full_marsco","pubTime":"2025-02-10 14:35","market":"us","language":"en","title":"Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1103034764","media":"Investopedia","summary":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of aroun","content":"<html><head></head><body><h3 id=\"mntl-sc-block-callout-heading_1-0\" style=\"text-align: start;\">Key Takeaways</h3><ul style=\"list-style-type: disc;\"><li><p>Palantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.</p></li><li><p>Bars pattern analysis forecasts a longer-term target of around $240 and indicates the uptrend may last until November this year.</p></li><li><p>Investors should watch key support levels on Palantir&#39;s chart around $85 and $66.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/748209d0f41019c79b3b354442d75359\" alt=\"Source: TradingView.com.\" title=\"Source: TradingView.com.\" tg-width=\"932\" tg-height=\"387\"/><span>Source: TradingView.com.</span></p><p>Palantir shares will likely remain in focus Monday after having a solid last week. The company&#39;s stock soared to a new high after investor optimism around its strong 2025 outlook and integration of Grok, the chatbot from Elon Musk’s xAI, into its artificial intelligence (AI) platform.</p><p>Since the company&#39;s upbeat results last Monday, several analysts have raised their price targets on the stock, which has fueled this price rise.</p><p style=\"text-align: start;\">The stock, which became a component of both the S&amp;P 500 and Nasdaq 100 index in 2024, trades nearly 50% higher since the start of the year through Friday’s close and has returned an eye-popping 370% over the past 12 months amid soaring demand for its AI-powered analytics software that allows customers to make more informed data-driven decisions.</p><p style=\"text-align: start;\">Below, we take a closer look at the technicals on Palantir’s weekly chart and identify key price levels that investors will likely be watching.</p><h2 id=\"mntl-sc-block_11-0\" style=\"text-align: start;\">Rectangle Formation Breakout</h2><p style=\"text-align: start;\">Palantir shares staged a decisive breakout above a rectangle formation last week, signaling a continuation of the stock’s longer-term uptrend.</p><p style=\"text-align: start;\">Importantly, the move occurred on the highest weekly trading volume since early February last year, indicating strong buying conviction by larger market participants. Moreover, the relative strength index (RSI) confirms bullish price momentum with a reading above 80, though the indicator also flashes overbought conditions that raises the possibility of near-term profit taking.</p><p style=\"text-align: start;\">Let’s apply technical analysis to forecasts how a longer-term bullish continuation move may play out and also point out key support levels worth watching during potential retracements.</p><h2 id=\"mntl-sc-block_18-0\" style=\"text-align: start;\">Bars Pattern Analysis</h2><p style=\"text-align: start;\">To forecast how a continuation move in Palantir shares may look, investors can use the bars pattern tool, a technique that analyzes prior trends to speculate future directional movements.</p><p>When applying the analysis, we take the stock’s trending move from February to November last year and reposition it from last week’s breakout. This forecasts a target of around $240 and indicates the uptrend could last until November this year based on price history. To put things in perspective, that&#39;s more than double the $110 level the stock closed at on Friday.</p><p style=\"text-align: start;\">We selected this prior trend as it followed a volume-backed earnings-driven breakout from an earlier rectangle formation on Palantir’s chart, potentially providing insight as to how a similar move may take shape.</p><h2 id=\"mntl-sc-block_25-0\" style=\"text-align: start;\">Key Support Levels to Watch</h2><p style=\"text-align: start;\">During pullbacks, investors should initially watch the $85 level. Investors who prefer not to chase breakouts may look for entry points on a retracement to the rectangle formation&#39;s top trendline, which could flip from resistance to support.</p><p style=\"text-align: start;\">Finally, selling below this level could see Palantir shares revisit lower support around $66, a location that may attract buying interest near the rectangle’s lower trendline.</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>Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels</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 Stock Surged To A New Record Last Week—Watch These Key Price Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of ...</p>\n\n<a href=\"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103034764","content_text":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of around $240 and indicates the uptrend may last until November this year.Investors should watch key support levels on Palantir's chart around $85 and $66.Source: TradingView.com.Palantir shares will likely remain in focus Monday after having a solid last week. The company's stock soared to a new high after investor optimism around its strong 2025 outlook and integration of Grok, the chatbot from Elon Musk’s xAI, into its artificial intelligence (AI) platform.Since the company's upbeat results last Monday, several analysts have raised their price targets on the stock, which has fueled this price rise.The stock, which became a component of both the S&P 500 and Nasdaq 100 index in 2024, trades nearly 50% higher since the start of the year through Friday’s close and has returned an eye-popping 370% over the past 12 months amid soaring demand for its AI-powered analytics software that allows customers to make more informed data-driven decisions.Below, we take a closer look at the technicals on Palantir’s weekly chart and identify key price levels that investors will likely be watching.Rectangle Formation BreakoutPalantir shares staged a decisive breakout above a rectangle formation last week, signaling a continuation of the stock’s longer-term uptrend.Importantly, the move occurred on the highest weekly trading volume since early February last year, indicating strong buying conviction by larger market participants. Moreover, the relative strength index (RSI) confirms bullish price momentum with a reading above 80, though the indicator also flashes overbought conditions that raises the possibility of near-term profit taking.Let’s apply technical analysis to forecasts how a longer-term bullish continuation move may play out and also point out key support levels worth watching during potential retracements.Bars Pattern AnalysisTo forecast how a continuation move in Palantir shares may look, investors can use the bars pattern tool, a technique that analyzes prior trends to speculate future directional movements.When applying the analysis, we take the stock’s trending move from February to November last year and reposition it from last week’s breakout. This forecasts a target of around $240 and indicates the uptrend could last until November this year based on price history. To put things in perspective, that's more than double the $110 level the stock closed at on Friday.We selected this prior trend as it followed a volume-backed earnings-driven breakout from an earlier rectangle formation on Palantir’s chart, potentially providing insight as to how a similar move may take shape.Key Support Levels to WatchDuring pullbacks, investors should initially watch the $85 level. Investors who prefer not to chase breakouts may look for entry points on a retracement to the rectangle formation's top trendline, which could flip from resistance to support.Finally, selling below this level could see Palantir shares revisit lower support around $66, a location that may attract buying interest near the rectangle’s lower trendline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399878875365928,"gmtCreate":1738651986862,"gmtModify":1738651991274,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","text":"$Palantir Technologies Inc.(PLTR)$ Much more to come 🤩","images":[{"img":"https://community-static.tradeup.com/news/5e49e5b24280b9f05717288866d146ed","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399878875365928","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398420900462728,"gmtCreate":1738296207807,"gmtModify":1738296211006,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398420900462728","repostId":"1105965404","repostType":2,"repost":{"id":"1105965404","kind":"news","pubTimestamp":1738239194,"share":"https://ttm.financial/m/news/1105965404?lang=&edition=full_marsco","pubTime":"2025-01-30 20:13","market":"us","language":"en","title":"Palantir: 3 Reasons To Short The Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1105965404","media":"Seeking Alpha","summary":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for t","content":"<html><head></head><body><h2 id=\"id_3752926401\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s stock is detached from reality as it trades at an irrationally exuberant price.</p></li><li><p>The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.</p></li><li><p>We have recently opened a short position in PLTR.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><p>We recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir&#39;s stock is currently up over 15% after our latest article was published.</p><p>However, we also believe that the time to act again has come. In this article, we will present three major reasons why we&#39;re shorting Palantir, the risks to our short position, and our action plan under different scenarios.</p><h2 id=\"id_3785883\">Reason To Short Palantir #1: The Stock Price Is Detached From Reality</h2><p>If we look closely at the performance of Palantir&#39;s stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.</p><p>As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.</p><p>Although Palantir&#39;s performance has been impressive in the last year, we don&#39;t believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&amp;P 500 Index is only 28x. Those multiples show that Palantir&#39;s stock is detached from reality.</p><p>The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir&#39;s intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir&#39;s intrinsic value is only $23.27 per share.</p><p>We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir&#39;s full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.</p><p>The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.</p><p>We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.</p><p>The share price in the entry data table has also been updated. Everything else remained the same as in the last article.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5f3850d207fc775c3328cd2d1dd4489\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"182\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><p>In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management&#39;s current expectations of ~26%, but there&#39;s a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir&#39;s intrinsic value under the most extreme assumptions.</p><p>The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.</p><p>Under those assumptions, our model shows that Palantir&#39;s enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3188adefb59abbb65b3ad9d7bbf1a5a\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"228\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><h2 id=\"id_3342679600\">Reason To Short Palantir #2: The Macro Risks Are Increasing</h2><p>The potential worsening of the macroeconomic environment is another thing that can push Palantir&#39;s share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir&#39;s shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there&#39;s a risk that we could experience a return to the inflationary environment. Here&#39;s what the December Fed minutes stated:</p><blockquote><p><em>With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation,</em> <strong><em>and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.</em></strong></p></blockquote><p>The potential policy changes likely mean the implementation of Trump&#39;s tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir&#39;s outlook and lead to the depreciation of its stock.</p><h2 id=\"id_318610859\">Reason To Short Palantir #3: The Stock Is Losing Its Momentum</h2><p>Relying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.</p><p>However, recently, Palantir&#39;s stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aff7c2b152314d29b766791eac7a2755\" alt=\"Palantir&#39;s stock price (Seeking Alpha)\" title=\"Palantir&#39;s stock price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"324\"/><span>Palantir&#39;s stock price (Seeking Alpha)</span></p><p>If Palantir&#39;s stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there&#39;s a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.</p><p>If Palantir&#39;s stock manages to overcome the resistance level that&#39;s around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.</p><h2 id=\"id_4151814212\">Risks To Our Bearish Thesis</h2><p>On February 3, Palantir will release its Q4 earnings report. There&#39;s a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that&#39;s much higher than the current street consensus. If that&#39;s the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.</p><p>The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.</p><p>As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir&#39;s shares and undermine our bearish thesis.</p><h2 id=\"id_3793310222\">Final Thoughts</h2><p>In our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There&#39;s a risk to our short position if the fundamentals significantly improve or the macro challenges won&#39;t materialize and result in the appreciation of shares.</p><p>However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 3 Reasons To Short The Stock</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: 3 Reasons To Short The Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 20:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105965404","content_text":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.We have recently opened a short position in PLTR.Palantir TechnologiesWe recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir's stock is currently up over 15% after our latest article was published.However, we also believe that the time to act again has come. In this article, we will present three major reasons why we're shorting Palantir, the risks to our short position, and our action plan under different scenarios.Reason To Short Palantir #1: The Stock Price Is Detached From RealityIf we look closely at the performance of Palantir's stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.Although Palantir's performance has been impressive in the last year, we don't believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&P 500 Index is only 28x. Those multiples show that Palantir's stock is detached from reality.The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir's intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir's intrinsic value is only $23.27 per share.We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir's full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.The share price in the entry data table has also been updated. Everything else remained the same as in the last article.Palantir's valuation model (Bears of Wall Street)In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management's current expectations of ~26%, but there's a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir's intrinsic value under the most extreme assumptions.The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.Under those assumptions, our model shows that Palantir's enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.Palantir's valuation model (Bears of Wall Street)Reason To Short Palantir #2: The Macro Risks Are IncreasingThe potential worsening of the macroeconomic environment is another thing that can push Palantir's share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir's shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there's a risk that we could experience a return to the inflationary environment. Here's what the December Fed minutes stated:With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation, and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.The potential policy changes likely mean the implementation of Trump's tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir's outlook and lead to the depreciation of its stock.Reason To Short Palantir #3: The Stock Is Losing Its MomentumRelying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.However, recently, Palantir's stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.Palantir's stock price (Seeking Alpha)If Palantir's stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there's a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.If Palantir's stock manages to overcome the resistance level that's around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.Risks To Our Bearish ThesisOn February 3, Palantir will release its Q4 earnings report. There's a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that's much higher than the current street consensus. If that's the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir's shares and undermine our bearish thesis.Final ThoughtsIn our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There's a risk to our short position if the fundamentals significantly improve or the macro challenges won't materialize and result in the appreciation of shares.However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.","news_type":1},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390544034775456,"gmtCreate":1736393701945,"gmtModify":1736393705829,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Overhyped stock that's why the massive exit with just a mere comment","listText":"Overhyped stock that's why the massive exit with just a mere comment","text":"Overhyped stock that's why the massive exit with just a mere comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390544034775456","repostId":"2502600701","repostType":2,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380521486016568,"gmtCreate":1733928525940,"gmtModify":1733928528975,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","text":"$Palantir Technologies Inc.(PLTR)$ Those sellers are giving whales the opportunity to enter. They are just waiting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380521486016568","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379446739435704,"gmtCreate":1733663914084,"gmtModify":1733663921425,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","text":"$Tiger Brokers(TIGR)$ Christmas Comes Once a Year, But Sheer Joy Shall Last Forever! May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ & Seasons Greetings 🎄","images":[{"img":"https://community-static.tradeup.com/news/c3548bb578677bfd2e91999deb4811d0","width":"860","height":"573"},{"img":"https://community-static.tradeup.com/news/fade0ef6897d1889937b2fb66069d63b","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/33e657cb62753905500a4968b23dd699","width":"860","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379446739435704","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"content":"It’s soooooo beautiful!!! Thanks for sharing~~~","text":"It’s soooooo beautiful!!! Thanks for sharing~~~","html":"It’s soooooo beautiful!!! Thanks for sharing~~~"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":374077719253104,"gmtCreate":1732337007319,"gmtModify":1732337011384,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"It will fall lower until the case is finalized.&nbsp;","listText":"It will fall lower until the case is finalized.&nbsp;","text":"It will fall lower until the case is finalized.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374077719253104","repostId":"2485040093","repostType":2,"repost":{"id":"2485040093","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732261389,"share":"https://ttm.financial/m/news/2485040093?lang=&edition=full_marsco","pubTime":"2024-11-22 15:43","market":"sh","language":"en","title":"Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2485040093","media":"Dow Jones","summary":"Google is under attack. Alphabet stock will still emerge a winner.Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google -- and hit it hard -- when it put forward remedies to break Google's hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence -- computers capable of answering complex questions in, mostly, plain language -- which have created an opening for competitors like ChatGPT, Perplexity, and Microsoft in a way that Yahoo!and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses -- and so does its stock.Then, ChatGPT launched in November 2022. Generative AI, ","content":"<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</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>Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%</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\">\nGoogle Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 15:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","GOOGL":"谷歌A","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4567":"ESG概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","BK4573":"虚拟现实","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","GOOG":"谷歌"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485040093","content_text":"Google is under attack. GOOGL stock will still emerge a winner. Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and MSFT in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing AAPL ’s iPhone in users. Following the lead of AMZN and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. Alphabet has something going for it that OpenAI, which has a partnership with NWSA , the owner of Barron’s parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as GE ’sChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&P 500's 22 times and Meta Platforms' 22.9 times. \"The stock is already reflecting that risk,\" says Putnam Investments' Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. \"Forcing investors to recognize the value of each [business] would probably make the stock go up,\" he says.An analysis of those individual parts bears that out. Alphabet's cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla's self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet's Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it's worth far more than that: Deepwater Asset Management's Gene Munster put Waymo's valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.That leaves Alphabet's search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn't include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.As for upside, it's easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday's close. Or Alphabet could be recognized as one of the world's dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. \"We think of it as a high-multiple tech stock that isn't [priced] like one,\" says Nygren.For Alphabet, AI isn't the end of the line -- it's the next step to a brighter future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371441863221448,"gmtCreate":1731693246793,"gmtModify":1731693252015,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","listText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","text":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371441863221448","repostId":"1137558649","repostType":4,"repost":{"id":"1137558649","kind":"news","pubTimestamp":1731686155,"share":"https://ttm.financial/m/news/1137558649?lang=&edition=full_marsco","pubTime":"2024-11-15 23:55","market":"us","language":"en","title":"Palantir Hits The Gas On Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1137558649","media":"Seeking Alpha","summary":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ","content":"<html><head></head><body><h2 id=\"id_160762951\">Summary</h2><ul style=\"\"><li><p>Palantir reported a strong Q3&#39;24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a &#34;Rule Of&#34; 68%.</p></li><li><p>Management raised FY24 guidance to $2.805-2.809 billion in revenue and $1.054-1.058 billion in adjusted operating margin, with a 38% margin at the midpoint.</p></li><li><p>Palantir continues to drive large deals through its AIP bootcamps, closing 104 deals each valued over $1mm in q3&#39;24.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48a351679d18331f68a62e65aaba0ebd\" alt=\"Air Force Day. Aircraft silhouettes on background of sunset.\" title=\"Air Force Day. Aircraft silhouettes on background of sunset.\" tg-width=\"750\" tg-height=\"500\"/><span>Air Force Day. Aircraft silhouettes on background of sunset.</span></p><p></p><p>Palantir (NYSE:PLTR) reported a strong beat-and-raise with revenue growing by 30% in q3’24 paired with a significant adjusted operating margin expansion to 38%, resulting in a “Rule Of” 68%, up from 46% on q3’23. Management increased its guidance to $2.805-2.809b in net revenue for eFY24 with an adjusted operating margin of $1.054-1.058b, up from the previous quarter’s guidance of $2.742-2.750b in revenue and adjusted operating margin of $966-974mm. At the midpoint, the new guidance calls for an improved margin of 38%, up from 35%. Management also guided to the higher end of the range for adjusted free cash flow to $1b for eFY24. Given the improved guidance and the potential for accelerated growth going into eFY25, I am maintaining my STRONG BUY rating with an increased price target of $73.70/share at 39.39x eFY26 price/sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5bfa91bebf6b660b3b70d7ede622909\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"361\"/><span>Corporate Reports</span></p><p></p><h3 id=\"id_1978091599\">Palantir Operations</h3><p>It is clear that Palantir’s AI platform is becoming a major player for enterprise software as adoption continues to accelerate through its impressive 30% sales growth in q3’24. This is primarily achieved through its live data use cases during the AIP bootcamps that are being translated to production-ready models for enterprises to implement and leverage for cost-savings/money-making initiatives. Management believes that their platform will go beyond just making/saving money to acceleration through its AI models.</p><p>To support this growth, management remains focused on expanding its operations through hiring technical talent and investments in AIP. As discussed in my previous reports covering Palantir, I believe much of the firm’s success can be attributed to its direct engagement with its potential customers through the bootcamps. Rather than running the typical sales pitch with a software demonstration and a proof of concept, Palantir uses live company data to prove how the product works for the potential customer. This factor, along with the firm’s growth acceleration, gives me reason to remain bullish on the name.</p><p>Along with this, customers are expanding their existing contracts with AIP, significantly differentiating Palantir from the “have nots.” Management noted their drive to make AIP the go-to developer platform for AI applications, competing with the likes of Cloudflare (NET) and its developer platform in its secured network ecosystem. Along with custom development features, AIP offers customers a library of pre-built AI applications and builder starter packs, creating a baseline for new customers to quickly ramp up their productivity.</p><p>In addition to this, Palantir’s platform is also succeeding with defense technology startups as a secure ecosystem that can allow for the firms to contract with the US government. I believe that this feature is significantly beneficial for companies of all sizes as it allows for easier access to gaining FedRAMP authorization.</p><p>Another factor that significantly differentiates Palantir from competing platform companies like C3.ai (AI) is the diversity of industries. C3.ai made its claim to fame through its partnership with Baker Hughes (BKR) and has since expanded into other industries. The challenge faced is that C3.ai didn’t create a universal platform from the get-go and has since played catch-up to developing a catch-all platform. This has resulted in C3.ai significantly lagging in terms of growth, adoption, and profitability when compared to Palantir.</p><p>In q3’24, Palantir closed 104 deals valued over $1mm. The firm is realizing an improved deal cycle by taking customers from prototype to production driven by its AIP platform, resulting in both new customer acquisitions and existing customer expansions. Revenue from Palantir’s top 20 customers grew by 12% on a year-over-year basis to $60mm per customer. Total commercial contract value grew by 52% on a year-over-year basis to $612mm with a grand total value of $1.1b.</p><p>One example management provided was reducing the time it takes for an insurance company to underwrite policies from 2 weeks to 3 hours through the automation of the underwriting workflows. This was done through the deployment of 78 AI agents. I believe that this will reduce the insurance company’s operational and administrative costs, resulting in major cost savings as well as a positioning of the firm with a shorter sales cycle. Palantir also referred to helping Trinity Rail develop a functional workflow that helped improve the company’s bottom line by $30mm.</p><p>On the domestic front, Palantir grew its US commercial business by 54% on a year-over-year basis as well as a 40% year-over-year growth rate for its US government business. Palantir fully ramped up its Titan program in q3’24 as part of its DoD contract. In addition to this, Palantir is finding success with its Maven program that automates the targeting and firing process, resulting in a 99% reduction in necessary staff to manage the system.</p><h3 id=\"id_4234014975\">Palantir Financial Position</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/74b6ae5d41401383b30d6ef6b003f3d1\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"74\"/><span>Corporate Reports</span></p><p></p><p>Palantir’s top-line growth began accelerating in q2’23 and has since reached 30% in q3’24 as enterprises and sovereign governments accelerate their AI adoption. I believe Palantir may continue realizing accelerated growth in the coming years as enterprises seek to better manage margins and growth through operational automation and optimization. For this reason, I’m forecasting Palantir to report $2.8b in net revenue and an adjusted EPS of $0.37/share for eFY24. I’m forecasting the top-line to grow by 28% in eFY25 to $2.8b and taper down to 27% growth in eFY26 to $3.6b.</p><p>I’m also forecasting Palantir to continue expanding its adjusted operating margin as the firm realizes economies of scale through further customer adoption. I’m forecasting Palantir’s “Rule Of” to expand to 64% for eFY24 and grow to 66% in eFY25. For reference, Palantir calculates its “Rule Of” by adding top-line growth and adjusted operating margin.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac1fc8b14b4235193f8d586f549a427b\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"55\"/><span>Corporate Reports</span></p><p></p><p>One headwind that may hinder some growth is the power constraint as it pertains to the growing data center footprint. As discussed in my report covering Microsoft (MSFT) the data center footprint is forecast to grow at a 23% CAGR through 2030 driven by AI training and inferencing. One major factor that may impede this growth is sourcing baseload capacity. I have reason to believe that the grid is being incrementally stretched thin for additional data center capacity, resulting in the hyperscalers seeking additional power sources, including dedicated baseload capacity through partnerships with the utilities. Given the substantial interest in nuclear power, specifically small modular reactors [SMRs], much of the capacity will not likely be built out until 2030-2035 as the technology has yet to be proven. Given Palantir’s low profile, this may not be a substantial impact to the firm’s growth trajectory.</p><h3 id=\"id_776350031\">Risks Related To Palantir</h3><h4 id=\"id_952875477\">Bull Case</h4><p>Palantir is driving adoption across both its commercial and government businesses, leading to an acceleration in its top-line growth rate. The firm has proven that its high level of growth doesn’t have to sacrifice margins, resulting in a “Rule Of” 68% in q3’24. I believe that Palantir may also benefit from the recent administration change in the US, as government efficiency will be a primary initiative. Given Elon Musk’s interest in AI development, I believe that Palantir may be well-positioned to expand its roots across various governmental departments to help reduce overhead and administrative costs while boosting performance efficiency.</p><p>As it relates to its share price performance, Palantir was added to the S&amp;P 500 on September 23, 2024, resulting in an increased shareholder base through passive investors buying into the index. I believe that this may in part be the cause of the stock’s significant valuation expansion in the last few months.</p><h4 id=\"id_155419711\">Bear Case</h4><p>Palantir’s valuation is at its all-time high at 54x trailing twelve-month sales. This may result in investor hesitancy as shares are significantly more expensive when compared to a year ago when shares were trading below 20x sales.</p><p>Palantir is currently expanding its headcount to support the growth of the business. If growth were to stall out or not continue to accelerate at the current rate, the firm may realize margin compression, and in turn, a decline in its “Rule Of”.</p><p>The stock performance may also trigger the firm to accelerate its stock-based compensation program if certain market-based vesting criteria are met, resulting in further dilution of the share count. In addition to this, insiders have been consistently selling shares, potentially signaling a more bearish sentiment to investors. To offset stock-based compensation, Palantir repurchased 1.8mm shares in q3’24 with $954mm remaining in its share repurchase program.</p><h3 id=\"id_3544140228\">Valuation &amp; Shareholder Value</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb407839215b73a4b568671f43ff0b3f\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"99\"/><span>Corporate Reports</span></p><p></p><p>PLTR shares have reached their all-time high in terms of price and valuation, commanding a market cap of $146b at 55x price/sales. PLTR shares are currently trading at a significant premium over its competitors, holding an enterprise-value weighted average price/sales multiple of 13.87x. The purpose of weighting the competitors’ multiples based on enterprise value is to control for size and how much of the market shares command. Despite this high multiple, I believe PLTR’s valuation is justified by its accelerated growth trajectory and its strong profitability.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0374615b8408d10bdd3d29357c2fd05d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"45\"/><span>Seeking Alpha</span></p><p></p><p>Given the steep run-up in price, I have reason to believe that shares may retrace in the near-term to $54/share before returning to growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d378b8d571314b1a3bf5d6b21205539\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"316\"/><span>TradingView</span></p><p></p><p>I believe that the ultimate questions investors must ask is whether the high valuation is justified by the firm’s growth and margins, and whether shares can be sustained at these levels. I believe that with the new shareholder base being included in the S&amp;P 500, PLTR shares have a certain level of baseline growth implied through the growth of the broader market, driven by index investors. Though only accounting for 0.24% of the index, I anticipate that growth in the index will positively impact PLTR shares.</p><p>Using an internal valuation model based on my growth forecast and the firm’s historical valuation range, I believe PLTR shares have outpaced its eFY25 levels, suggesting a HOLD rating.</p><p>Looking further out to eFY26, I believe PLTR shares may have some gas left in the tank to appreciate by 20% to $73.70/share at 39.39x eFY26 price/sales. Despite the averages used in the model, I believe shares may run as far as $80.46/share at 54.61x eFY25 price/sales if the company continues to outpace expectations in terms of growth and margin expansion.</p><p>Given the risks involved, I am maintaining my STRONG BUY rating with a price target of $73.70/share at 39.39x eFY26 price/sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7cab3cecd23beffcb52051943753ac59\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"115\"/><span>Corporate Reports</span></p></body></html>","source":"seekingalpha_fund","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 Hits The Gas On Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Hits The Gas On Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 23:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137558649","content_text":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 billion in revenue and $1.054-1.058 billion in adjusted operating margin, with a 38% margin at the midpoint.Palantir continues to drive large deals through its AIP bootcamps, closing 104 deals each valued over $1mm in q3'24.Air Force Day. Aircraft silhouettes on background of sunset.Palantir (NYSE:PLTR) reported a strong beat-and-raise with revenue growing by 30% in q3’24 paired with a significant adjusted operating margin expansion to 38%, resulting in a “Rule Of” 68%, up from 46% on q3’23. Management increased its guidance to $2.805-2.809b in net revenue for eFY24 with an adjusted operating margin of $1.054-1.058b, up from the previous quarter’s guidance of $2.742-2.750b in revenue and adjusted operating margin of $966-974mm. At the midpoint, the new guidance calls for an improved margin of 38%, up from 35%. Management also guided to the higher end of the range for adjusted free cash flow to $1b for eFY24. Given the improved guidance and the potential for accelerated growth going into eFY25, I am maintaining my STRONG BUY rating with an increased price target of $73.70/share at 39.39x eFY26 price/sales.Corporate ReportsPalantir OperationsIt is clear that Palantir’s AI platform is becoming a major player for enterprise software as adoption continues to accelerate through its impressive 30% sales growth in q3’24. This is primarily achieved through its live data use cases during the AIP bootcamps that are being translated to production-ready models for enterprises to implement and leverage for cost-savings/money-making initiatives. Management believes that their platform will go beyond just making/saving money to acceleration through its AI models.To support this growth, management remains focused on expanding its operations through hiring technical talent and investments in AIP. As discussed in my previous reports covering Palantir, I believe much of the firm’s success can be attributed to its direct engagement with its potential customers through the bootcamps. Rather than running the typical sales pitch with a software demonstration and a proof of concept, Palantir uses live company data to prove how the product works for the potential customer. This factor, along with the firm’s growth acceleration, gives me reason to remain bullish on the name.Along with this, customers are expanding their existing contracts with AIP, significantly differentiating Palantir from the “have nots.” Management noted their drive to make AIP the go-to developer platform for AI applications, competing with the likes of Cloudflare (NET) and its developer platform in its secured network ecosystem. Along with custom development features, AIP offers customers a library of pre-built AI applications and builder starter packs, creating a baseline for new customers to quickly ramp up their productivity.In addition to this, Palantir’s platform is also succeeding with defense technology startups as a secure ecosystem that can allow for the firms to contract with the US government. I believe that this feature is significantly beneficial for companies of all sizes as it allows for easier access to gaining FedRAMP authorization.Another factor that significantly differentiates Palantir from competing platform companies like C3.ai (AI) is the diversity of industries. C3.ai made its claim to fame through its partnership with Baker Hughes (BKR) and has since expanded into other industries. The challenge faced is that C3.ai didn’t create a universal platform from the get-go and has since played catch-up to developing a catch-all platform. This has resulted in C3.ai significantly lagging in terms of growth, adoption, and profitability when compared to Palantir.In q3’24, Palantir closed 104 deals valued over $1mm. The firm is realizing an improved deal cycle by taking customers from prototype to production driven by its AIP platform, resulting in both new customer acquisitions and existing customer expansions. Revenue from Palantir’s top 20 customers grew by 12% on a year-over-year basis to $60mm per customer. Total commercial contract value grew by 52% on a year-over-year basis to $612mm with a grand total value of $1.1b.One example management provided was reducing the time it takes for an insurance company to underwrite policies from 2 weeks to 3 hours through the automation of the underwriting workflows. This was done through the deployment of 78 AI agents. I believe that this will reduce the insurance company’s operational and administrative costs, resulting in major cost savings as well as a positioning of the firm with a shorter sales cycle. Palantir also referred to helping Trinity Rail develop a functional workflow that helped improve the company’s bottom line by $30mm.On the domestic front, Palantir grew its US commercial business by 54% on a year-over-year basis as well as a 40% year-over-year growth rate for its US government business. Palantir fully ramped up its Titan program in q3’24 as part of its DoD contract. In addition to this, Palantir is finding success with its Maven program that automates the targeting and firing process, resulting in a 99% reduction in necessary staff to manage the system.Palantir Financial PositionCorporate ReportsPalantir’s top-line growth began accelerating in q2’23 and has since reached 30% in q3’24 as enterprises and sovereign governments accelerate their AI adoption. I believe Palantir may continue realizing accelerated growth in the coming years as enterprises seek to better manage margins and growth through operational automation and optimization. For this reason, I’m forecasting Palantir to report $2.8b in net revenue and an adjusted EPS of $0.37/share for eFY24. I’m forecasting the top-line to grow by 28% in eFY25 to $2.8b and taper down to 27% growth in eFY26 to $3.6b.I’m also forecasting Palantir to continue expanding its adjusted operating margin as the firm realizes economies of scale through further customer adoption. I’m forecasting Palantir’s “Rule Of” to expand to 64% for eFY24 and grow to 66% in eFY25. For reference, Palantir calculates its “Rule Of” by adding top-line growth and adjusted operating margin.Corporate ReportsOne headwind that may hinder some growth is the power constraint as it pertains to the growing data center footprint. As discussed in my report covering Microsoft (MSFT) the data center footprint is forecast to grow at a 23% CAGR through 2030 driven by AI training and inferencing. One major factor that may impede this growth is sourcing baseload capacity. I have reason to believe that the grid is being incrementally stretched thin for additional data center capacity, resulting in the hyperscalers seeking additional power sources, including dedicated baseload capacity through partnerships with the utilities. Given the substantial interest in nuclear power, specifically small modular reactors [SMRs], much of the capacity will not likely be built out until 2030-2035 as the technology has yet to be proven. Given Palantir’s low profile, this may not be a substantial impact to the firm’s growth trajectory.Risks Related To PalantirBull CasePalantir is driving adoption across both its commercial and government businesses, leading to an acceleration in its top-line growth rate. The firm has proven that its high level of growth doesn’t have to sacrifice margins, resulting in a “Rule Of” 68% in q3’24. I believe that Palantir may also benefit from the recent administration change in the US, as government efficiency will be a primary initiative. Given Elon Musk’s interest in AI development, I believe that Palantir may be well-positioned to expand its roots across various governmental departments to help reduce overhead and administrative costs while boosting performance efficiency.As it relates to its share price performance, Palantir was added to the S&P 500 on September 23, 2024, resulting in an increased shareholder base through passive investors buying into the index. I believe that this may in part be the cause of the stock’s significant valuation expansion in the last few months.Bear CasePalantir’s valuation is at its all-time high at 54x trailing twelve-month sales. This may result in investor hesitancy as shares are significantly more expensive when compared to a year ago when shares were trading below 20x sales.Palantir is currently expanding its headcount to support the growth of the business. If growth were to stall out or not continue to accelerate at the current rate, the firm may realize margin compression, and in turn, a decline in its “Rule Of”.The stock performance may also trigger the firm to accelerate its stock-based compensation program if certain market-based vesting criteria are met, resulting in further dilution of the share count. In addition to this, insiders have been consistently selling shares, potentially signaling a more bearish sentiment to investors. To offset stock-based compensation, Palantir repurchased 1.8mm shares in q3’24 with $954mm remaining in its share repurchase program.Valuation & Shareholder ValueCorporate ReportsPLTR shares have reached their all-time high in terms of price and valuation, commanding a market cap of $146b at 55x price/sales. PLTR shares are currently trading at a significant premium over its competitors, holding an enterprise-value weighted average price/sales multiple of 13.87x. The purpose of weighting the competitors’ multiples based on enterprise value is to control for size and how much of the market shares command. Despite this high multiple, I believe PLTR’s valuation is justified by its accelerated growth trajectory and its strong profitability.Seeking AlphaGiven the steep run-up in price, I have reason to believe that shares may retrace in the near-term to $54/share before returning to growth.TradingViewI believe that the ultimate questions investors must ask is whether the high valuation is justified by the firm’s growth and margins, and whether shares can be sustained at these levels. I believe that with the new shareholder base being included in the S&P 500, PLTR shares have a certain level of baseline growth implied through the growth of the broader market, driven by index investors. Though only accounting for 0.24% of the index, I anticipate that growth in the index will positively impact PLTR shares.Using an internal valuation model based on my growth forecast and the firm’s historical valuation range, I believe PLTR shares have outpaced its eFY25 levels, suggesting a HOLD rating.Looking further out to eFY26, I believe PLTR shares may have some gas left in the tank to appreciate by 20% to $73.70/share at 39.39x eFY26 price/sales. Despite the averages used in the model, I believe shares may run as far as $80.46/share at 54.61x eFY25 price/sales if the company continues to outpace expectations in terms of growth and margin expansion.Given the risks involved, I am maintaining my STRONG BUY rating with a price target of $73.70/share at 39.39x eFY26 price/sales.Corporate Reports","news_type":1},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370568248566104,"gmtCreate":1731509891110,"gmtModify":1731554103067,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","text":"$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!","images":[{"img":"https://community-static.tradeup.com/news/183335447ed81b55d37451ff305f93f3","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/370568248566104","isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370285171015792,"gmtCreate":1731429882357,"gmtModify":1731429886637,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","listText":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","text":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370285171015792","repostId":"1135175736","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368477669101800,"gmtCreate":1731001911634,"gmtModify":1731001915472,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"I'm all for Long.","listText":"I'm all for Long.","text":"I'm all for Long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368477669101800","repostId":"1141256860","repostType":2,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367845603479776,"gmtCreate":1730823894603,"gmtModify":1730823898556,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","text":"$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367845603479776","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"content":"We’re closing in again to the next price everyone 😉","text":"We’re closing in again to the next price everyone 😉","html":"We’re closing in again to the next price everyone 😉"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367742221537608,"gmtCreate":1730821383153,"gmtModify":1730821387504,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"\"Hold\" for more to come","listText":"\"Hold\" for more to come","text":"\"Hold\" for more to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367742221537608","repostId":"2481507222","repostType":4,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367834902409456,"gmtCreate":1730821285595,"gmtModify":1730821290050,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Posts recommending \"sell\" had been circulated again and again. So the question is do investors follow this theory or follow their optimism?","listText":"Posts recommending \"sell\" had been circulated again and again. So the question is do investors follow this theory or follow their optimism?","text":"Posts recommending \"sell\" had been circulated again and again. So the question is do investors follow this theory or follow their optimism?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367834902409456","repostId":"2481592108","repostType":2,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367466843472176,"gmtCreate":1730728690728,"gmtModify":1730728780003,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"A win for Trump would propel majority of investors. We had enough of high interest rates and inflatory prices. US Companies enjoy low tax and higher profit margin - stakeholders happy. Trump winning would definitely help calm the current disputes and war happening in the Middle East. The last thing we want is a 3rd war most probably in the South China Sea. I can't imagine the states struggling to deal with 3 wars going on concurrently in this world.&nbsp;","listText":"A win for Trump would propel majority of investors. We had enough of high interest rates and inflatory prices. US Companies enjoy low tax and higher profit margin - stakeholders happy. Trump winning would definitely help calm the current disputes and war happening in the Middle East. The last thing we want is a 3rd war most probably in the South China Sea. I can't imagine the states struggling to deal with 3 wars going on concurrently in this world.&nbsp;","text":"A win for Trump would propel majority of investors. We had enough of high interest rates and inflatory prices. US Companies enjoy low tax and higher profit margin - stakeholders happy. Trump winning would definitely help calm the current disputes and war happening in the Middle East. The last thing we want is a 3rd war most probably in the South China Sea. I can't imagine the states struggling to deal with 3 wars going on concurrently in this world.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367466843472176","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361066757029896,"gmtCreate":1729186750820,"gmtModify":1729186754711,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"I'm holding... good try though! Hope you don't regret again :)","listText":"I'm holding... good try though! Hope you don't regret again :)","text":"I'm holding... good try though! Hope you don't regret again :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361066757029896","repostId":"1173195967","repostType":2,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358112810098800,"gmtCreate":1728450206470,"gmtModify":1728450211573,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","listText":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","text":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/358112810098800","repostId":"1121241119","repostType":4,"repost":{"id":"1121241119","kind":"news","pubTimestamp":1728446400,"share":"https://ttm.financial/m/news/1121241119?lang=&edition=full_marsco","pubTime":"2024-10-09 12:00","market":"us","language":"en","title":"Will Palantir Stock Hit the $50 Mark?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121241119","media":"Barchart","summary":"Palantir has been one of the best-performing large-cap stocks in 2024, registering astellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise","content":"<html><head></head><body><p>Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&amp;P 500 Index&#39;s gain of 20.6%. Palantir’s meteoric rise is largely fueled by soaring demand for its Artificial Intelligence Platform (AIP).</p><p style=\"text-align: start;\">In addition to solid demand for its products, Palantir’s recent entry in the S&amp;P 500 provided another boost to its stock price.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5829831573ce1281091d469af518587c\" tg-width=\"841\" tg-height=\"586\"/></p><p style=\"text-align: start;\">Although Palantir stock has already gained substantially year-to-date, at least one Wall Street analyst expects the enterprise software company’s stock to reach $50, the Street-high price target. Let’s explore why. </p><h3 id=\"id_848876551\" style=\"text-align: start;\">Palantir’s Solid Growth Could Boost Stock</h3><p style=\"text-align: start;\">Palantir has been firing on all cylinders with solid momentum in its U.S. commercial and government businesses. With stellar sales growth and strong unit economics, which are expanding its operating margin, Palantir stock could rise further. </p><p style=\"text-align: start;\">In the second quarter of 2024, the company’s top line jumped 27% year-over-year and 7% sequentially. What stands out is that Palantir’s revenue growth has been accelerating steadily over the past several quarters, driven by the increasing adoption of artificial intelligence (AI) in the enterprise software market. Further, the company delivered this tremendous top-line growth while expanding its adjusted operating margin to 37%, highlighting its solid underlying unit economics.</p><p style=\"text-align: start;\">A key contributor to this growth is Palantir’s AIP, which has been instrumental in securing large contracts. In Q2 2024 alone, the company landed 27 deals valued at $10 million or more, resulting in a total contract value (TCV) of nearly $1 billion. Notably, a significant portion of these contracts are from existing customers, which shows its ability to drive customer retention and higher average revenue per customer. </p><p style=\"text-align: start;\">Customer numbers also continue to grow. Palantir’s customer base increased by 41% year-over-year, reaching 593 by the end of the second quarter. Revenue from its top 20 customers grew 9% from the previous year, generating an average of $57 million per customer.</p><p style=\"text-align: start;\">By segments, the U.S. commercial business has been a significant driver of Palantir’s growth. In Q2 2024, the company’s U.S. commercial revenue soared by 33% compared to last year&#39;s quarter. Additionally, this segment&#39;s annual contract value (ACV) grew by 44% year-over-year. The high demand for Palantir’s AIP solutions from new and existing clients sets the stage for future growth.</p><p style=\"text-align: start;\">Palantir’s government segment is also thriving. Government-related revenue increased by 23% year-over-year and 11% sequentially. The rising demand for Palantir’s government software offerings suggests further growth potential in this area.</p><p style=\"text-align: start;\">Overall, Palantir’s solid momentum across its U.S. commercial and government segments, strong unit economics, higher adoption of AIP, and notable increases in contract value and customer count will likely support the uptrend in the stock.</p><h3 id=\"id_21246882\" style=\"text-align: start;\">Palantir’s Key Metrics Remain Strong </h3><p style=\"text-align: start;\">Palantir is demonstrating solid growth, with key performance indicators pointing to continued strength. By the end of Q2 2024, the company’s total remaining deal value reached $4.3 billion, a 26% increase year-over-year. Moreover, its remaining performance obligations, an indicator of future revenue, surged by 41% to $1.4 billion.</p><p style=\"text-align: start;\">Palantir’s net dollar retention rate also improved by 300 basis points to 114%, highlighting its ability to maintain revenue from existing customers.</p><p style=\"text-align: start;\">Looking ahead, Palantir&#39;s focus on AI and the growing AI-driven enterprise market presents significant growth opportunities. The recent launch of Warp Speed, a modern manufacturing operating system, is expected to further accelerate its growth.</p><p style=\"text-align: start;\">With strong operating metrics, a growing customer base, and new product launches, Palantir is well-positioned to deliver solid growth in the upcoming quarters.</p><h3 id=\"id_3158193439\" style=\"text-align: start;\">Can PLTR Stock Hit $50 Per Share?</h3><p style=\"text-align: start;\">PLTR’s performance in 2024 has been impressive, and the company shows no signs of slowing down. With its AI platform continuing to attract new customers and larger deals from existing ones, Palantir is positioned for further growth. Its strong unit economics, increasing contract value, and expanding customer base all point to continued momentum in the stock.</p><p style=\"text-align: start;\">However, for PLTR stock to hit the $50 mark, it would need to rise by another 20.6% from its current price. While the company&#39;s growth story is compelling, much of the optimism is already baked into the stock price. Palantir&#39;s price-to-sales (P/S) ratio currently stands at an eye-popping 31.58, significantly higher than its historical average and the sector median of 2.9. This lofty valuation is a primary reason why most analysts don’t foresee the stock reaching $50 anytime soon.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554aa6f7a38cb96d9bb1bba7236d4a13\" tg-width=\"831\" tg-height=\"742\"/></p><p>Palantir stock has a “Moderate Sell” consensus rating among analysts, and Wall Street&#39;s average price target is $25.87. This suggests a potential downside of about 37.6% from current levels.</p></body></html>","source":"barchart_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>Will Palantir Stock Hit the $50 Mark?</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\">\nWill Palantir Stock Hit the $50 Mark?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-09 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric ...</p>\n\n<a href=\"https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121241119","content_text":"Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise is largely fueled by soaring demand for its Artificial Intelligence Platform (AIP).In addition to solid demand for its products, Palantir’s recent entry in the S&P 500 provided another boost to its stock price.  Although Palantir stock has already gained substantially year-to-date, at least one Wall Street analyst expects the enterprise software company’s stock to reach $50, the Street-high price target. Let’s explore why. Palantir’s Solid Growth Could Boost StockPalantir has been firing on all cylinders with solid momentum in its U.S. commercial and government businesses. With stellar sales growth and strong unit economics, which are expanding its operating margin, Palantir stock could rise further. In the second quarter of 2024, the company’s top line jumped 27% year-over-year and 7% sequentially. What stands out is that Palantir’s revenue growth has been accelerating steadily over the past several quarters, driven by the increasing adoption of artificial intelligence (AI) in the enterprise software market. Further, the company delivered this tremendous top-line growth while expanding its adjusted operating margin to 37%, highlighting its solid underlying unit economics.A key contributor to this growth is Palantir’s AIP, which has been instrumental in securing large contracts. In Q2 2024 alone, the company landed 27 deals valued at $10 million or more, resulting in a total contract value (TCV) of nearly $1 billion. Notably, a significant portion of these contracts are from existing customers, which shows its ability to drive customer retention and higher average revenue per customer. Customer numbers also continue to grow. Palantir’s customer base increased by 41% year-over-year, reaching 593 by the end of the second quarter. Revenue from its top 20 customers grew 9% from the previous year, generating an average of $57 million per customer.By segments, the U.S. commercial business has been a significant driver of Palantir’s growth. In Q2 2024, the company’s U.S. commercial revenue soared by 33% compared to last year's quarter. Additionally, this segment's annual contract value (ACV) grew by 44% year-over-year. The high demand for Palantir’s AIP solutions from new and existing clients sets the stage for future growth.Palantir’s government segment is also thriving. Government-related revenue increased by 23% year-over-year and 11% sequentially. The rising demand for Palantir’s government software offerings suggests further growth potential in this area.Overall, Palantir’s solid momentum across its U.S. commercial and government segments, strong unit economics, higher adoption of AIP, and notable increases in contract value and customer count will likely support the uptrend in the stock.Palantir’s Key Metrics Remain Strong Palantir is demonstrating solid growth, with key performance indicators pointing to continued strength. By the end of Q2 2024, the company’s total remaining deal value reached $4.3 billion, a 26% increase year-over-year. Moreover, its remaining performance obligations, an indicator of future revenue, surged by 41% to $1.4 billion.Palantir’s net dollar retention rate also improved by 300 basis points to 114%, highlighting its ability to maintain revenue from existing customers.Looking ahead, Palantir's focus on AI and the growing AI-driven enterprise market presents significant growth opportunities. The recent launch of Warp Speed, a modern manufacturing operating system, is expected to further accelerate its growth.With strong operating metrics, a growing customer base, and new product launches, Palantir is well-positioned to deliver solid growth in the upcoming quarters.Can PLTR Stock Hit $50 Per Share?PLTR’s performance in 2024 has been impressive, and the company shows no signs of slowing down. With its AI platform continuing to attract new customers and larger deals from existing ones, Palantir is positioned for further growth. Its strong unit economics, increasing contract value, and expanding customer base all point to continued momentum in the stock.However, for PLTR stock to hit the $50 mark, it would need to rise by another 20.6% from its current price. While the company's growth story is compelling, much of the optimism is already baked into the stock price. Palantir's price-to-sales (P/S) ratio currently stands at an eye-popping 31.58, significantly higher than its historical average and the sector median of 2.9. This lofty valuation is a primary reason why most analysts don’t foresee the stock reaching $50 anytime soon.Palantir stock has a “Moderate Sell” consensus rating among analysts, and Wall Street's average price target is $25.87. This suggests a potential downside of about 37.6% from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":344429415919960,"gmtCreate":1725081990355,"gmtModify":1725277670433,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","listText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","text":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":93,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/344429415919960","repostId":"2463723624","repostType":2,"isVote":1,"tweetType":1,"viewCount":1704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370568248566104,"gmtCreate":1731509891110,"gmtModify":1731554103067,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","text":"$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!","images":[{"img":"https://community-static.tradeup.com/news/183335447ed81b55d37451ff305f93f3","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/370568248566104","isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367742221537608,"gmtCreate":1730821383153,"gmtModify":1730821387504,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"\"Hold\" for more to come","listText":"\"Hold\" for more to come","text":"\"Hold\" for more to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367742221537608","repostId":"2481507222","repostType":4,"repost":{"id":"2481507222","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1730817329,"share":"https://ttm.financial/m/news/2481507222?lang=&edition=full_marsco","pubTime":"2024-11-05 22:35","market":"us","language":"en","title":"Palantir Stock Soared on Results, Hitting New Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2481507222","media":"Benzinga","summary":"Palantir Technologies Inc (NYSE:PLTR) shares are making new highs on Tuesday after the company reported strong quarterly results driven by &#34;unrelenting&#34; AI demand. ","content":"<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</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 Stock Soared on Results, Hitting New Highs</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 Stock Soared on Results, Hitting New Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-05 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4547":"WSB热门概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41746288/palantir-stock-is-hitting-new-highs-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481507222","content_text":"Palantir Technologies Inc (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.Q3 Revenue: $725.52 million, beating the consensus estimate of $701.13 millionQ3 EPS: 6 cents, versus estimates of 4 centsPalantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,\" Alex Karp, co-founder and CEO of Palantir, said in a letter to shareholders.Guidance: Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.\"We absolutely eviscerated this quarter, driven by unrelenting AI demand that won't slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,\" Karp said.Following the print, Wedbush analyst Dan Ives maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”\"Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,\" Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367845603479776,"gmtCreate":1730823894603,"gmtModify":1730823898556,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","text":"$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367845603479776","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"content":"We’re closing in again to the next price everyone 😉","text":"We’re closing in again to the next price everyone 😉","html":"We’re closing in again to the next price everyone 😉"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407475789258880,"gmtCreate":1740499112314,"gmtModify":1740499116041,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Good news for opportunists","listText":"Good news for opportunists","text":"Good news for opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004103521,"gmtCreate":1642519295185,"gmtModify":1676533718320,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","listText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","text":"In order for us to show that we believe in yourcompany, your price needs to go down first 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9004103521","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=&edition=full_marsco","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\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\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919472961,"gmtCreate":1663855144153,"gmtModify":1676537350274,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Alright","listText":"Alright","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919472961","repostId":"1195007969","repostType":4,"repost":{"id":"1195007969","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":1663853730,"share":"https://ttm.financial/m/news/1195007969?lang=&edition=full_marsco","pubTime":"2022-09-22 21:35","market":"us","language":"en","title":"S&P 500 Opens Flat Following Wednesday’s Post-Fed Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=1195007969","media":"Tiger Newspress","summary":"The S&P 500 opened flat on Thursday after the major averages came off a day of steep losses followin","content":"<html><head></head><body><p>The S&amp;P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.</p><p>Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&amp;P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.</p><p>Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&amp;P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.</p><p>“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.</p><p>Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.</p><p>The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.</p><p>DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.</p><p>“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.</p><p>On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.</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>S&P 500 Opens Flat Following Wednesday’s Post-Fed Rout</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\">\nS&P 500 Opens Flat Following Wednesday’s Post-Fed Rout\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\">2022-09-22 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.</p><p>Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&amp;P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.</p><p>Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&amp;P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.</p><p>“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.</p><p>Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.</p><p>The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.</p><p>DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.</p><p>“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.</p><p>On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195007969","content_text":"The S&P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216047738073256,"gmtCreate":1693746029574,"gmtModify":1693746033981,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Alright&nbsp;","listText":"Alright&nbsp;","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216047738073256","repostId":"2364730365","repostType":4,"repost":{"id":"2364730365","kind":"highlight","pubTimestamp":1693726994,"share":"https://ttm.financial/m/news/2364730365?lang=&edition=full_marsco","pubTime":"2023-09-03 15:43","market":"us","language":"en","title":"4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2364730365","media":"Motley Fool","summary":"The innovation-fueled Nasdaq Composite remains 13% below its all-time high, which means bargains can still be found.","content":"<html><head></head><body><p>From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the growth-focused <strong>Nasdaq Composite</strong> lose 33% of its value.</p><p>However, time has a way of healing all wounds on Wall Street -- at least when it comes to the major stock indexes. Thus far in 2023, the Nasdaq Composite has rallied 33%, as of the closing bell on Aug. 29. Yet even with this stellar rally, the Nasdaq remains 13% below its November 2021 record-closing high.</p><p>Whereas some investors would view this 13% decline over the past 21 months and change as a disappointment, long-term investors see it as an opportunity to pounce on game-changing growth stocks at a discount.</p><p>What follows are four preeminent growth stocks you&#39;ll regret not buying in the wake of the Nasdaq bear market dip.</p><h2 id=\"id_4026335959\"><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p>The first top-tier growth stock that you&#39;ll be kicking yourself for not buying following the Nasdaq bear market swoon is fintech leader <strong>PayPal Holdings</strong>. Although investors appear concerned with PayPal&#39;s modestly lower gross margin and near-term lack of active user growth, the puzzle pieces are in place for the industry&#39;s leading digital payment player to thrive over the long run.</p><p>For example, the deck has been stacked against PayPal for much of the past year. A historically high inflation rate in 2022, which carried into 2023, has threatened to reduce discretionary spending for low-earning workers. Yet, in spite of this challenge, PayPal managed 11% growth in total payment volume (TPV) in the second quarter on a currency-neutral basis. If PayPal can deliver double-digit TPV growth when times are tough, imagine how quickly its business will bounce back when the U.S. economy is once again firing on all cylinders?</p><p>What&#39;s particularly intriguing about PayPal is the growing engagement it has with its 431 million active users. As of the end of June 2023, the average active account completed 54.7 transactions over the trailing-12-month (TTM) period. That&#39;s up from an average of 53.1 transactions over the TTM in the sequential first quarter, and 40.9 transactions over the TTM period to close out 2020. This steadily rising engagement is imperative for a fee-driven operating model like PayPal.</p><p>Another reason for shareholders to be optimistic is management&#39;s capital-return program. The company&#39;s board approved up to $15 billion in share repurchases last year. Further, the company is targeting $1.3 billion in aggregate cost cuts in 2023. Together, these actions should help sustain double-digit growth in earnings per share.</p><p>A forward price-to-earnings (P/E) ratio of 11 is criminally cheap for a fintech leader like PayPal.</p><h2 id=\"id_2371510594\">Fastly</h2><p>A second preeminent growth stock you&#39;ll regret not scooping up with the Nasdaq still well below its all-time high is edge computing company <strong>Fastly</strong>. Though Fastly is effectively at a 52-week high, a multitude of catalysts stand ready to push its shares even higher.</p><p>The biggest knock against Fastly has long been its ongoing losses. The 2022 bear market was unforgiving to growth companies that were nowhere near profitability and had insufficient plans to control their spending. However, the hiring of Todd Nightingale as CEO changed everything.</p><p>Nightingale had been the executive vice president of <strong>Cisco Systems</strong>&#39; Enterprise Networking and Cloud division before taking the reins at Fastly. In short, he knows where to tighten the belt and when to depress the accelerator. Fastly&#39;s forward-looking outlook has continually improved since Nightingale took over one year ago. If things continue to improve, Fastly may be able to eke out a full-year profit next year.</p><p>Beyond the addition of a tried-and-true leader in Nightingale, Fastly&#39;s biggest catalyst looks to be the rise of artificial intelligence (AI). Fastly is best known for its services as a content delivery network, with its goal to get information to end users as quickly and securely as possible. With more businesses shifting their data and operations into the cloud, and demand for information from end users continuing to grow, Fastly&#39;s usage-driven operating model is set to thrive.</p><p>Despite losing money, many of Fastly&#39;s key performance indicators are headed in the right direction. Average enterprise customer spend has, with few exceptions, been slowly moving higher, while its dollar-based net expansion rate has consistently hovered between 118% and 123% for the past eight quarters. In simpler terms, existing customers are spending anywhere from 18% to 23% more on a year-over-year basis with Fastly. That&#39;s a recipe for success.</p><h2 id=\"id_3008441251\">BioMarin Pharmaceutical</h2><p>The third magnificent growth stock you&#39;ll regret not buying following the Nasdaq bear market drop is biotech company <strong>BioMarin Pharmaceutical</strong>. Even though healthcare stocks have been largely left in the dust by megacap tech through the first eight months of 2023, select winners in the healthcare space, like BioMarin, have the tools and intangibles to reward patient investors.</p><p>Before diving into company specifics, it&#39;s worth noting that healthcare stocks are quite defensive. No matter what the U.S. economy or stock market throws at drug companies, demand for their products isn&#39;t going to change. Patients who need lifesaving/improving therapies yesterday are going to need them in the future, no matter how well or poorly the U.S. economy is performing. This leads to highly predictable operating cash flow for companies like BioMarin.</p><p>The key drug that makes BioMarin tick is Voxzogo. This is a U.S. Food and Drug Administration (FDA)-approved therapy designed to increase linear growth in children aged 5 and older with achondroplasia. Sales are up 273% through the first six months of 2023, with label expansion opportunities giving Voxzogo a chance at more than $1 billion in eventual peak annual sales. </p><p>There&#39;s also plenty of excitement about Roctavian, which was approved by the FDA as a severe hemophilia A treatment in June 2023. BioMarin is prepping for its U.S. launch and working with public insurance funds in Europe to secure access to its new therapy throughout Europe.</p><p>The icing on the cake for investors is that BioMarin strictly deals with ultra-rare diseases. Although there are clear risks in targeting a very small pool of patients, there are also rewards for approved therapies. Ultra-rare disease drugs approved by the FDA don&#39;t usually face pushback from insurers on pricing, and they often contend with little or no competition. This should preserve BioMarin&#39;s cash flow for a long time to come.</p><h2 id=\"id_2306342766\">Palo Alto Networks</h2><p>A fourth preeminent growth stock you&#39;ll regret not buying in the wake of the Nasdaq bear market dip is cybersecurity stock <strong>Palo Alto Networks</strong>. Despite having a premium valuation in an uncertain economic environment, Palo Alto has continually demonstrated that it&#39;s worth every penny of its premium.</p><p>Similar to BioMarin, what investors get with Palo Alto is cash-flow consistency. With businesses accelerating the pace at which they&#39;re moving data online and into the cloud following the COVID-19 pandemic, demand for third-party protection from the likes of Palo Alto have only increased. Regardless of what happens with U.S. economic growth, hackers don&#39;t take time off.</p><p>On a more company-specific basis, Palo Alto&#39;s roughly five-year (and counting) shift toward a software-as-a-service (SaaS) subscription model has really paid off. Although it&#39;s still providing physical firewall products, 77% of the company&#39;s $6.89 billion in full-year sales in fiscal 2023 (ended July 31)  were derived from SaaS subscriptions. That&#39;s up from just shy of 62% in fiscal 2018. </p><p>Focusing on SaaS subscriptions comes with a number of clear-cut advantages for Palo Alto. For starters, subscriptions retain customers far better than physical security solutions do. Secondly, the margins associated with subscriptions are higher than physical products, and the quarterly revenue recognition tends to be less lumpy. Third, and perhaps most important, an SaaS cybersecurity model that&#39;s cloud-based and reliant on AI will be more efficient at recognizing and responding to potential threats than on-premises security solutions.</p><p>Lastly, Palo Alto Networks is having incredible success landing the big fish. In fiscal 2023, deals worth at least $10 million and $20 million jumped by 37% and 43%, respectively, from the prior-year period.  Though a steady stream of bolt-on acquisitions is helping Palo Alto reach new small- and medium-sized businesses, it&#39;s these larger deals that are really making a difference.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip</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\">\n4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-03 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364730365","content_text":"From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the growth-focused Nasdaq Composite lose 33% of its value.However, time has a way of healing all wounds on Wall Street -- at least when it comes to the major stock indexes. Thus far in 2023, the Nasdaq Composite has rallied 33%, as of the closing bell on Aug. 29. Yet even with this stellar rally, the Nasdaq remains 13% below its November 2021 record-closing high.Whereas some investors would view this 13% decline over the past 21 months and change as a disappointment, long-term investors see it as an opportunity to pounce on game-changing growth stocks at a discount.What follows are four preeminent growth stocks you'll regret not buying in the wake of the Nasdaq bear market dip.PayPal HoldingsThe first top-tier growth stock that you'll be kicking yourself for not buying following the Nasdaq bear market swoon is fintech leader PayPal Holdings. Although investors appear concerned with PayPal's modestly lower gross margin and near-term lack of active user growth, the puzzle pieces are in place for the industry's leading digital payment player to thrive over the long run.For example, the deck has been stacked against PayPal for much of the past year. A historically high inflation rate in 2022, which carried into 2023, has threatened to reduce discretionary spending for low-earning workers. Yet, in spite of this challenge, PayPal managed 11% growth in total payment volume (TPV) in the second quarter on a currency-neutral basis. If PayPal can deliver double-digit TPV growth when times are tough, imagine how quickly its business will bounce back when the U.S. economy is once again firing on all cylinders?What's particularly intriguing about PayPal is the growing engagement it has with its 431 million active users. As of the end of June 2023, the average active account completed 54.7 transactions over the trailing-12-month (TTM) period. That's up from an average of 53.1 transactions over the TTM in the sequential first quarter, and 40.9 transactions over the TTM period to close out 2020. This steadily rising engagement is imperative for a fee-driven operating model like PayPal.Another reason for shareholders to be optimistic is management's capital-return program. The company's board approved up to $15 billion in share repurchases last year. Further, the company is targeting $1.3 billion in aggregate cost cuts in 2023. Together, these actions should help sustain double-digit growth in earnings per share.A forward price-to-earnings (P/E) ratio of 11 is criminally cheap for a fintech leader like PayPal.FastlyA second preeminent growth stock you'll regret not scooping up with the Nasdaq still well below its all-time high is edge computing company Fastly. Though Fastly is effectively at a 52-week high, a multitude of catalysts stand ready to push its shares even higher.The biggest knock against Fastly has long been its ongoing losses. The 2022 bear market was unforgiving to growth companies that were nowhere near profitability and had insufficient plans to control their spending. However, the hiring of Todd Nightingale as CEO changed everything.Nightingale had been the executive vice president of Cisco Systems' Enterprise Networking and Cloud division before taking the reins at Fastly. In short, he knows where to tighten the belt and when to depress the accelerator. Fastly's forward-looking outlook has continually improved since Nightingale took over one year ago. If things continue to improve, Fastly may be able to eke out a full-year profit next year.Beyond the addition of a tried-and-true leader in Nightingale, Fastly's biggest catalyst looks to be the rise of artificial intelligence (AI). Fastly is best known for its services as a content delivery network, with its goal to get information to end users as quickly and securely as possible. With more businesses shifting their data and operations into the cloud, and demand for information from end users continuing to grow, Fastly's usage-driven operating model is set to thrive.Despite losing money, many of Fastly's key performance indicators are headed in the right direction. Average enterprise customer spend has, with few exceptions, been slowly moving higher, while its dollar-based net expansion rate has consistently hovered between 118% and 123% for the past eight quarters. In simpler terms, existing customers are spending anywhere from 18% to 23% more on a year-over-year basis with Fastly. That's a recipe for success.BioMarin PharmaceuticalThe third magnificent growth stock you'll regret not buying following the Nasdaq bear market drop is biotech company BioMarin Pharmaceutical. Even though healthcare stocks have been largely left in the dust by megacap tech through the first eight months of 2023, select winners in the healthcare space, like BioMarin, have the tools and intangibles to reward patient investors.Before diving into company specifics, it's worth noting that healthcare stocks are quite defensive. No matter what the U.S. economy or stock market throws at drug companies, demand for their products isn't going to change. Patients who need lifesaving/improving therapies yesterday are going to need them in the future, no matter how well or poorly the U.S. economy is performing. This leads to highly predictable operating cash flow for companies like BioMarin.The key drug that makes BioMarin tick is Voxzogo. This is a U.S. Food and Drug Administration (FDA)-approved therapy designed to increase linear growth in children aged 5 and older with achondroplasia. Sales are up 273% through the first six months of 2023, with label expansion opportunities giving Voxzogo a chance at more than $1 billion in eventual peak annual sales. There's also plenty of excitement about Roctavian, which was approved by the FDA as a severe hemophilia A treatment in June 2023. BioMarin is prepping for its U.S. launch and working with public insurance funds in Europe to secure access to its new therapy throughout Europe.The icing on the cake for investors is that BioMarin strictly deals with ultra-rare diseases. Although there are clear risks in targeting a very small pool of patients, there are also rewards for approved therapies. Ultra-rare disease drugs approved by the FDA don't usually face pushback from insurers on pricing, and they often contend with little or no competition. This should preserve BioMarin's cash flow for a long time to come.Palo Alto NetworksA fourth preeminent growth stock you'll regret not buying in the wake of the Nasdaq bear market dip is cybersecurity stock Palo Alto Networks. Despite having a premium valuation in an uncertain economic environment, Palo Alto has continually demonstrated that it's worth every penny of its premium.Similar to BioMarin, what investors get with Palo Alto is cash-flow consistency. With businesses accelerating the pace at which they're moving data online and into the cloud following the COVID-19 pandemic, demand for third-party protection from the likes of Palo Alto have only increased. Regardless of what happens with U.S. economic growth, hackers don't take time off.On a more company-specific basis, Palo Alto's roughly five-year (and counting) shift toward a software-as-a-service (SaaS) subscription model has really paid off. Although it's still providing physical firewall products, 77% of the company's $6.89 billion in full-year sales in fiscal 2023 (ended July 31)  were derived from SaaS subscriptions. That's up from just shy of 62% in fiscal 2018. Focusing on SaaS subscriptions comes with a number of clear-cut advantages for Palo Alto. For starters, subscriptions retain customers far better than physical security solutions do. Secondly, the margins associated with subscriptions are higher than physical products, and the quarterly revenue recognition tends to be less lumpy. Third, and perhaps most important, an SaaS cybersecurity model that's cloud-based and reliant on AI will be more efficient at recognizing and responding to potential threats than on-premises security solutions.Lastly, Palo Alto Networks is having incredible success landing the big fish. In fiscal 2023, deals worth at least $10 million and $20 million jumped by 37% and 43%, respectively, from the prior-year period.  Though a steady stream of bolt-on acquisitions is helping Palo Alto reach new small- and medium-sized businesses, it's these larger deals that are really making a difference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944750203,"gmtCreate":1682225897202,"gmtModify":1682225901377,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944750203","repostId":"1183683729","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379446739435704,"gmtCreate":1733663914084,"gmtModify":1733663921425,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","text":"$Tiger Brokers(TIGR)$ Christmas Comes Once a Year, But Sheer Joy Shall Last Forever! May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ & Seasons Greetings 🎄","images":[{"img":"https://community-static.tradeup.com/news/c3548bb578677bfd2e91999deb4811d0","width":"860","height":"573"},{"img":"https://community-static.tradeup.com/news/fade0ef6897d1889937b2fb66069d63b","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/33e657cb62753905500a4968b23dd699","width":"860","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379446739435704","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"content":"It’s soooooo beautiful!!! Thanks for sharing~~~","text":"It’s soooooo beautiful!!! Thanks for sharing~~~","html":"It’s soooooo beautiful!!! Thanks for sharing~~~"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9041473772,"gmtCreate":1656095649896,"gmtModify":1676535766632,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Just be patient 😉","listText":"Just be patient 😉","text":"Just be patient 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9041473772","repostId":"2245227500","repostType":2,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007534224,"gmtCreate":1642940519288,"gmtModify":1676533758693,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"What a time for IPO！","listText":"What a time for IPO！","text":"What a time for IPO！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007534224","repostId":"1177633565","repostType":4,"repost":{"id":"1177633565","kind":"news","pubTimestamp":1642897739,"share":"https://ttm.financial/m/news/1177633565?lang=&edition=full_marsco","pubTime":"2022-01-23 08:28","market":"us","language":"en","title":"US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1177633565","media":"Renaissance Capital","summary":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are schedule","content":"<html><head></head><body><p>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.</p><p>Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).</p><p>AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.</p><p>Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.</p><p><img src=\"https://static.tigerbbs.com/86582e3564e0e81ff68668b2556d5ac9\" tg-width=\"1417\" tg-height=\"695\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1603787993745","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>US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week</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\">\nUS IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.Connectivity solutions provider Credo Technology Group (...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRDO":"Credo Technology Group Holding Ltd","DRCT":"Direct Digital Holdings, Inc.","MODD":"Modular Medical, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177633565","content_text":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380521486016568,"gmtCreate":1733928525940,"gmtModify":1733928528975,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","text":"$Palantir Technologies Inc.(PLTR)$ Those sellers are giving whales the opportunity to enter. They are just waiting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380521486016568","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368477669101800,"gmtCreate":1731001911634,"gmtModify":1731001915472,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"I'm all for Long.","listText":"I'm all for Long.","text":"I'm all for Long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368477669101800","repostId":"1141256860","repostType":2,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358112810098800,"gmtCreate":1728450206470,"gmtModify":1728450211573,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","listText":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","text":"Palantir will definitely hit $45 and even cross that mark in the last quarter. Try shorting it if you're confident it's gonna slide 30%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/358112810098800","repostId":"1121241119","repostType":4,"repost":{"id":"1121241119","kind":"news","pubTimestamp":1728446400,"share":"https://ttm.financial/m/news/1121241119?lang=&edition=full_marsco","pubTime":"2024-10-09 12:00","market":"us","language":"en","title":"Will Palantir Stock Hit the $50 Mark?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121241119","media":"Barchart","summary":"Palantir has been one of the best-performing large-cap stocks in 2024, registering astellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise","content":"<html><head></head><body><p>Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&amp;P 500 Index&#39;s gain of 20.6%. Palantir’s meteoric rise is largely fueled by soaring demand for its Artificial Intelligence Platform (AIP).</p><p style=\"text-align: start;\">In addition to solid demand for its products, Palantir’s recent entry in the S&amp;P 500 provided another boost to its stock price.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5829831573ce1281091d469af518587c\" tg-width=\"841\" tg-height=\"586\"/></p><p style=\"text-align: start;\">Although Palantir stock has already gained substantially year-to-date, at least one Wall Street analyst expects the enterprise software company’s stock to reach $50, the Street-high price target. Let’s explore why. </p><h3 id=\"id_848876551\" style=\"text-align: start;\">Palantir’s Solid Growth Could Boost Stock</h3><p style=\"text-align: start;\">Palantir has been firing on all cylinders with solid momentum in its U.S. commercial and government businesses. With stellar sales growth and strong unit economics, which are expanding its operating margin, Palantir stock could rise further. </p><p style=\"text-align: start;\">In the second quarter of 2024, the company’s top line jumped 27% year-over-year and 7% sequentially. What stands out is that Palantir’s revenue growth has been accelerating steadily over the past several quarters, driven by the increasing adoption of artificial intelligence (AI) in the enterprise software market. Further, the company delivered this tremendous top-line growth while expanding its adjusted operating margin to 37%, highlighting its solid underlying unit economics.</p><p style=\"text-align: start;\">A key contributor to this growth is Palantir’s AIP, which has been instrumental in securing large contracts. In Q2 2024 alone, the company landed 27 deals valued at $10 million or more, resulting in a total contract value (TCV) of nearly $1 billion. Notably, a significant portion of these contracts are from existing customers, which shows its ability to drive customer retention and higher average revenue per customer. </p><p style=\"text-align: start;\">Customer numbers also continue to grow. Palantir’s customer base increased by 41% year-over-year, reaching 593 by the end of the second quarter. Revenue from its top 20 customers grew 9% from the previous year, generating an average of $57 million per customer.</p><p style=\"text-align: start;\">By segments, the U.S. commercial business has been a significant driver of Palantir’s growth. In Q2 2024, the company’s U.S. commercial revenue soared by 33% compared to last year&#39;s quarter. Additionally, this segment&#39;s annual contract value (ACV) grew by 44% year-over-year. The high demand for Palantir’s AIP solutions from new and existing clients sets the stage for future growth.</p><p style=\"text-align: start;\">Palantir’s government segment is also thriving. Government-related revenue increased by 23% year-over-year and 11% sequentially. The rising demand for Palantir’s government software offerings suggests further growth potential in this area.</p><p style=\"text-align: start;\">Overall, Palantir’s solid momentum across its U.S. commercial and government segments, strong unit economics, higher adoption of AIP, and notable increases in contract value and customer count will likely support the uptrend in the stock.</p><h3 id=\"id_21246882\" style=\"text-align: start;\">Palantir’s Key Metrics Remain Strong </h3><p style=\"text-align: start;\">Palantir is demonstrating solid growth, with key performance indicators pointing to continued strength. By the end of Q2 2024, the company’s total remaining deal value reached $4.3 billion, a 26% increase year-over-year. Moreover, its remaining performance obligations, an indicator of future revenue, surged by 41% to $1.4 billion.</p><p style=\"text-align: start;\">Palantir’s net dollar retention rate also improved by 300 basis points to 114%, highlighting its ability to maintain revenue from existing customers.</p><p style=\"text-align: start;\">Looking ahead, Palantir&#39;s focus on AI and the growing AI-driven enterprise market presents significant growth opportunities. The recent launch of Warp Speed, a modern manufacturing operating system, is expected to further accelerate its growth.</p><p style=\"text-align: start;\">With strong operating metrics, a growing customer base, and new product launches, Palantir is well-positioned to deliver solid growth in the upcoming quarters.</p><h3 id=\"id_3158193439\" style=\"text-align: start;\">Can PLTR Stock Hit $50 Per Share?</h3><p style=\"text-align: start;\">PLTR’s performance in 2024 has been impressive, and the company shows no signs of slowing down. With its AI platform continuing to attract new customers and larger deals from existing ones, Palantir is positioned for further growth. Its strong unit economics, increasing contract value, and expanding customer base all point to continued momentum in the stock.</p><p style=\"text-align: start;\">However, for PLTR stock to hit the $50 mark, it would need to rise by another 20.6% from its current price. While the company&#39;s growth story is compelling, much of the optimism is already baked into the stock price. Palantir&#39;s price-to-sales (P/S) ratio currently stands at an eye-popping 31.58, significantly higher than its historical average and the sector median of 2.9. This lofty valuation is a primary reason why most analysts don’t foresee the stock reaching $50 anytime soon.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554aa6f7a38cb96d9bb1bba7236d4a13\" tg-width=\"831\" tg-height=\"742\"/></p><p>Palantir stock has a “Moderate Sell” consensus rating among analysts, and Wall Street&#39;s average price target is $25.87. This suggests a potential downside of about 37.6% from current levels.</p></body></html>","source":"barchart_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>Will Palantir Stock Hit the $50 Mark?</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\">\nWill Palantir Stock Hit the $50 Mark?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-09 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric ...</p>\n\n<a href=\"https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barchart.com/story/news/28946043/will-palantir-stock-hit-the-50-mark","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121241119","content_text":"Palantir has been one of the best-performing large-cap stocks in 2024, registering a stellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise is largely fueled by soaring demand for its Artificial Intelligence Platform (AIP).In addition to solid demand for its products, Palantir’s recent entry in the S&P 500 provided another boost to its stock price.  Although Palantir stock has already gained substantially year-to-date, at least one Wall Street analyst expects the enterprise software company’s stock to reach $50, the Street-high price target. Let’s explore why. Palantir’s Solid Growth Could Boost StockPalantir has been firing on all cylinders with solid momentum in its U.S. commercial and government businesses. With stellar sales growth and strong unit economics, which are expanding its operating margin, Palantir stock could rise further. In the second quarter of 2024, the company’s top line jumped 27% year-over-year and 7% sequentially. What stands out is that Palantir’s revenue growth has been accelerating steadily over the past several quarters, driven by the increasing adoption of artificial intelligence (AI) in the enterprise software market. Further, the company delivered this tremendous top-line growth while expanding its adjusted operating margin to 37%, highlighting its solid underlying unit economics.A key contributor to this growth is Palantir’s AIP, which has been instrumental in securing large contracts. In Q2 2024 alone, the company landed 27 deals valued at $10 million or more, resulting in a total contract value (TCV) of nearly $1 billion. Notably, a significant portion of these contracts are from existing customers, which shows its ability to drive customer retention and higher average revenue per customer. Customer numbers also continue to grow. Palantir’s customer base increased by 41% year-over-year, reaching 593 by the end of the second quarter. Revenue from its top 20 customers grew 9% from the previous year, generating an average of $57 million per customer.By segments, the U.S. commercial business has been a significant driver of Palantir’s growth. In Q2 2024, the company’s U.S. commercial revenue soared by 33% compared to last year's quarter. Additionally, this segment's annual contract value (ACV) grew by 44% year-over-year. The high demand for Palantir’s AIP solutions from new and existing clients sets the stage for future growth.Palantir’s government segment is also thriving. Government-related revenue increased by 23% year-over-year and 11% sequentially. The rising demand for Palantir’s government software offerings suggests further growth potential in this area.Overall, Palantir’s solid momentum across its U.S. commercial and government segments, strong unit economics, higher adoption of AIP, and notable increases in contract value and customer count will likely support the uptrend in the stock.Palantir’s Key Metrics Remain Strong Palantir is demonstrating solid growth, with key performance indicators pointing to continued strength. By the end of Q2 2024, the company’s total remaining deal value reached $4.3 billion, a 26% increase year-over-year. Moreover, its remaining performance obligations, an indicator of future revenue, surged by 41% to $1.4 billion.Palantir’s net dollar retention rate also improved by 300 basis points to 114%, highlighting its ability to maintain revenue from existing customers.Looking ahead, Palantir's focus on AI and the growing AI-driven enterprise market presents significant growth opportunities. The recent launch of Warp Speed, a modern manufacturing operating system, is expected to further accelerate its growth.With strong operating metrics, a growing customer base, and new product launches, Palantir is well-positioned to deliver solid growth in the upcoming quarters.Can PLTR Stock Hit $50 Per Share?PLTR’s performance in 2024 has been impressive, and the company shows no signs of slowing down. With its AI platform continuing to attract new customers and larger deals from existing ones, Palantir is positioned for further growth. Its strong unit economics, increasing contract value, and expanding customer base all point to continued momentum in the stock.However, for PLTR stock to hit the $50 mark, it would need to rise by another 20.6% from its current price. While the company's growth story is compelling, much of the optimism is already baked into the stock price. Palantir's price-to-sales (P/S) ratio currently stands at an eye-popping 31.58, significantly higher than its historical average and the sector median of 2.9. This lofty valuation is a primary reason why most analysts don’t foresee the stock reaching $50 anytime soon.Palantir stock has a “Moderate Sell” consensus rating among analysts, and Wall Street's average price target is $25.87. This suggests a potential downside of about 37.6% from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351491626324072,"gmtCreate":1726852044290,"gmtModify":1726852048363,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Well... investors continue to pour in to NVIDIA even after Jensen dumped his shares isn't it 🤣... Missed the boat and now trying ter Create another opportunity I see...","listText":"Well... investors continue to pour in to NVIDIA even after Jensen dumped his shares isn't it 🤣... Missed the boat and now trying ter Create another opportunity I see...","text":"Well... investors continue to pour in to NVIDIA even after Jensen dumped his shares isn't it 🤣... Missed the boat and now trying ter Create another opportunity I see...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351491626324072","repostId":"2468521616","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321651809960080,"gmtCreate":1719558900491,"gmtModify":1719558905355,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Too much hype for Nvidia... Putting aside its business, from a political stand point Nvidia is in a terrible position when it's stuck between 2 major country/market. Wouldn't put too much hope in them until there's peace.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Too much hype for Nvidia... Putting aside its business, from a political stand point Nvidia is in a terrible position when it's stuck between 2 major country/market. Wouldn't put too much hope in them until there's peace.","text":"$NVIDIA Corp(NVDA)$ Too much hype for Nvidia... Putting aside its business, from a political stand point Nvidia is in a terrible position when it's stuck between 2 major country/market. Wouldn't put too much hope in them until there's peace.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321651809960080","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4115942724488802","authorId":"4115942724488802","name":"中蓝的中榕","avatar":"https://community-static.tradeup.com/news/08d497b0dc9c6ea2bbc5fbad09b071f9","crmLevel":8,"crmLevelSwitch":1,"idStr":"4115942724488802","authorIdStr":"4115942724488802"},"content":"Nvidia's position between two major countries/markets presents challenges, but also opportunities for growth as demand for their technology remains high in both regions. The political situation is complex, and while peace would be ideal, it's not the only factor determining Nvidia's success.","text":"Nvidia's position between two major countries/markets presents challenges, but also opportunities for growth as demand for their technology remains high in both regions. The political situation is complex, and while peace would be ideal, it's not the only factor determining Nvidia's success.","html":"Nvidia's position between two major countries/markets presents challenges, but also opportunities for growth as demand for their technology remains high in both regions. The political situation is complex, and while peace would be ideal, it's not the only factor determining Nvidia's success."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024392207,"gmtCreate":1653796121309,"gmtModify":1676535343192,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"Wooo","listText":"Wooo","text":"Wooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9024392207","repostId":"2238585689","repostType":4,"repost":{"id":"2238585689","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653785130,"share":"https://ttm.financial/m/news/2238585689?lang=&edition=full_marsco","pubTime":"2022-05-29 08:45","market":"us","language":"en","title":"$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2238585689","media":"Dow Jones","summary":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo","content":"<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</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>$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-29 08:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238585689","content_text":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, \"rebalance\" by buying stocks and selling bonds to compensate for the latest drop in stocks.In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by \"balanced\" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063332365,"gmtCreate":1651404447589,"gmtModify":1676534901855,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101299314304390","authorIdStr":"4101299314304390"},"themes":[],"htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9063332365","repostId":"2231225763","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}