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2022-08-22

Opportunity

The S&P 500 May Soon Be Handed A Harsh Dose Of Reality

2022-06-30

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Good article

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14:52","market":"us","language":"en","title":"The S&P 500 May Soon Be Handed A Harsh Dose Of Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1149567871","media":"Seeking Alpha","summary":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Stocks have been living in the land of make-believe for the past 4 weeks.</li><li>Futures, bond, and currency markets have a message that cannot be ignored.</li><li>There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.</li></ul><p>Last week saw the S&amp;P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.</p><p>Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.</p><p><b>Anchored In Reality</b></p><p>While equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.</p><p>The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.</p><p><img src=\"https://static.tigerbbs.com/279e0ddd9681ce78c8efdf65c92585c4\" tg-width=\"640\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Not only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.</p><p><img src=\"https://static.tigerbbs.com/520f537a254ceca325f0f739ed24da86\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.</p><p><img src=\"https://static.tigerbbs.com/97f8a1c6b137e1fea5ea132a785895e6\" tg-width=\"640\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.</p><p><img src=\"https://static.tigerbbs.com/c963707b39f3349cfa0a3bf889ef05c3\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Unhinged</b></p><p>Meanwhile, since July 14, the S&amp;P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&amp;P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.</p><p><img src=\"https://static.tigerbbs.com/e92b730aa1436fd685a6d1f890b5b335\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn&#39;t start coming down quickly, nominal yields will need to push much higher in the future.</p><p><img src=\"https://static.tigerbbs.com/8e02eafa0eb56ad0caef5937cc718999\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The big problem is that the S&amp;P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&amp;P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&amp;P 500 would be worth around 3,200.</p><p><img src=\"https://static.tigerbbs.com/06a8c0ae388bca3ab540abd41f585412\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.</p><p>The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.</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>The S&P 500 May Soon Be Handed A Harsh Dose Of Reality</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\">\nThe S&P 500 May Soon Be Handed A Harsh Dose Of Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149567871","content_text":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.Last week saw the S&P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.Anchored In RealityWhile equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.BloombergNot only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.BloombergEven nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.BloombergEven the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.TradingViewUnhingedMeanwhile, since July 14, the S&P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.BloombergThe high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn't start coming down quickly, nominal yields will need to push much higher in the future.BloombergThe big problem is that the S&P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&P 500 would be worth around 3,200.BloombergIn typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998661157,"gmtCreate":1660982743481,"gmtModify":1676536435213,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Opportunity&nbsp;","listText":"Opportunity&nbsp;","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998661157","repostId":"1157981129","repostType":2,"repost":{"id":"1157981129","kind":"news","pubTimestamp":1660959931,"share":"https://ttm.financial/m/news/1157981129?lang=en_US&edition=fundamental","pubTime":"2022-08-20 09:45","market":"us","language":"en","title":"Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=1157981129","media":"MarketWatch","summary":"The size and duration of the bear-market rally is already in line with what is typical, suggesting t","content":"<html><head></head><body><p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: Citigroup</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c9ed4762e8711b6ec699fade11e18b\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>The current bear seems mature? GETTY IMAGES</span></p><p>U.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.</p><p>According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.</p><p>“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”</p><p>In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0778f6e5ac7376df8068417b41f6547\" tg-width=\"700\" tg-height=\"448\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Meanwhile, the SKEW index for the S&amp;P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/375f2ff2c6b5dcaf399914aded2b7ef9\" tg-width=\"700\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.</p><p>After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”</p><p>According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.</p><p>The S&amp;P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.</p><p>U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&amp;P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.</p></body></html>","source":"lsy1603348471595","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>Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi</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\">\nHere Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157981129","content_text":"The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.SOURCE: CITI RESEARCH, BLOOMBERGMeanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.SOURCE: CITI RESEARCH, BLOOMBERGFederal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.The S&P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904032533,"gmtCreate":1659956434826,"gmtModify":1703476349215,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904032533","repostId":"1111364601","repostType":2,"repost":{"id":"1111364601","kind":"news","pubTimestamp":1659972720,"share":"https://ttm.financial/m/news/1111364601?lang=en_US&edition=fundamental","pubTime":"2022-08-08 23:32","market":"other","language":"en","title":"The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1111364601","media":"Seeking Alpha","summary":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 20","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear market of 2022 has eerily similar characteristics of bear markets of the past.</li><li>The 2022 bear market looks very similar to those in 1937, 2000, and 2008.</li><li>If the bear markets are similar, the 2022 version is nearing its most dangerous phase.</li></ul><p>History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.</p><p>Similarities in today&#39;s stock market and S&amp;P 500 (SP500) echo the great bear markets of the past. The 2022 S&amp;P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn&#39;t to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.</p><p><b>1937</b></p><p>After rallying from March 1935 to March 1937, the S&amp;P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&amp;P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.</p><p>Using a 31,065-day offset to overlay the S&amp;P 500 of today versus that bear market, we can see the S&amp;P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&amp;P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&amp;P 500 of 2022 turning sharply lower as the market did in 1937.</p><p><img src=\"https://static.tigerbbs.com/bf9e75e86ede6d5127a530f868dcedf3\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2000</b></p><p>The bear market that started in the year 2000 also shares many of the same properties as the S&amp;P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&amp;P 500 rallied sharply until 2000. The S&amp;P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.</p><p>Again, the market of today is at the same point in time. Therefore, if the S&amp;P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.</p><p><img src=\"https://static.tigerbbs.com/c67e3a7716980557c4c7d467f03d1b40\" tg-width=\"640\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2008</b></p><p>Finally, the bear market of 2008 seems to match the S&amp;P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&amp;P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&amp;P 500 again found itself turning lower, erasing the spring gains.</p><p><img src=\"https://static.tigerbbs.com/8d85ceaf1cd7900663bbf9dbbe300dee\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Similarities</b></p><p>The declines may differ in each of these cases, but it isn&#39;t the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.</p><p><img src=\"https://static.tigerbbs.com/03c254a06087baa45767c1b5a5d0c6aa\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Does this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.</p><p><img src=\"https://static.tigerbbs.com/34566ce27f9a5b7d5ac6c173ee363be9\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What happens next for stocks is anyone&#39;s guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what <i>may</i> happen next, and in this case, the answer may be staring us right in the face for all to see.</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>The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111364601","content_text":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, the 2022 version is nearing its most dangerous phase.History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.Similarities in today's stock market and S&P 500 (SP500) echo the great bear markets of the past. The 2022 S&P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn't to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.1937After rallying from March 1935 to March 1937, the S&P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.Using a 31,065-day offset to overlay the S&P 500 of today versus that bear market, we can see the S&P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&P 500 of 2022 turning sharply lower as the market did in 1937.Bloomberg2000The bear market that started in the year 2000 also shares many of the same properties as the S&P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&P 500 rallied sharply until 2000. The S&P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.Again, the market of today is at the same point in time. Therefore, if the S&P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.Bloomberg2008Finally, the bear market of 2008 seems to match the S&P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&P 500 again found itself turning lower, erasing the spring gains.BloombergSimilaritiesThe declines may differ in each of these cases, but it isn't the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.BloombergDoes this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.BloombergWhat happens next for stocks is anyone's guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what may happen next, and in this case, the answer may be staring us right in the face for all to see.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070421383,"gmtCreate":1657093145442,"gmtModify":1676535948314,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070421383","repostId":"2249258302","repostType":2,"repost":{"id":"2249258302","kind":"highlight","pubTimestamp":1657090987,"share":"https://ttm.financial/m/news/2249258302?lang=en_US&edition=fundamental","pubTime":"2022-07-06 15:03","market":"us","language":"en","title":"Palantir: 3 Important Takeaways From Alex Karp's Talk At Aspen","url":"https://stock-news.laohu8.com/highlight/detail?id=2249258302","media":"Seekingalpha","summary":"Given that he is the leader of arguably the most important defense-related technology company in the","content":"<html><head></head><body><p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.</p><p>He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).</p><p>However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR&#39;s valuation to determine if it is worth buying here.</p><h2>#1. &#34;The Enterprise Software Business Is Structurally Different Than Any Other Business&#34;</h2><p>During his conversation at Aspen, Mr. Karp said the following:</p><blockquote><i>The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people&#39;s tastes?</i></blockquote><p>Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:</p><blockquote><i>Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.</i></blockquote><p>However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:</p><blockquote><i>Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that&#39;s largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.</i></blockquote><p>In other words, it is the longer term and transformative nature of PLTR&#39;s products and its approach to product development that Mr. Karp believes is the company&#39;s greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.</p><p>In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.</p><h2>#2. &#34;Is this product sticky?&#34;</h2><p>Alex Karp&#39;s next quote which really stuck out to us was:</p><blockquote><i> Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.</i></blockquote><p>Not only is PLTR focused on building products that will solve tomorrow&#39;s problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:</p><ol><li>That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.</li><li>That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.</li></ol><h2>#3. &#34;I am very bullish on Palantir because...&#34;</h2><p>The third and final Alex Karp quote which really stuck out to us was:</p><blockquote><i>I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.</i></blockquote><p>Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR&#39;s secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:</p><ol><li>Building the best teams possible to build and promote its products</li><li>Developing the best products possible to solve tomorrow&#39;s problems before they appear on everyone else&#39;s radar</li></ol><p>What this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter&#39;s or even year&#39;s results. Instead, it is toiling today in order to make 2027&#39;s products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR&#39;s lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.</p><h2>Investor Takeaway</h2><p>PLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow&#39;s biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.</p><p>With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR&#39;s upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR&#39;s products from government agencies.</p><p>Assuming that PLTR&#39;s EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.</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: 3 Important Takeaways From Alex Karp's Talk At Aspen</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 Important Takeaways From Alex Karp's Talk At Aspen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249258302","content_text":"Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR's valuation to determine if it is worth buying here.#1. \"The Enterprise Software Business Is Structurally Different Than Any Other Business\"During his conversation at Aspen, Mr. Karp said the following:The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people's tastes?Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that's largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.In other words, it is the longer term and transformative nature of PLTR's products and its approach to product development that Mr. Karp believes is the company's greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.#2. \"Is this product sticky?\"Alex Karp's next quote which really stuck out to us was: Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.Not only is PLTR focused on building products that will solve tomorrow's problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.#3. \"I am very bullish on Palantir because...\"The third and final Alex Karp quote which really stuck out to us was:I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR's secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:Building the best teams possible to build and promote its productsDeveloping the best products possible to solve tomorrow's problems before they appear on everyone else's radarWhat this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter's or even year's results. Instead, it is toiling today in order to make 2027's products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR's lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.Investor TakeawayPLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow's biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR's upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR's products from government agencies.Assuming that PLTR's EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047923205,"gmtCreate":1656856966707,"gmtModify":1676535904493,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047923205","repostId":"9044269566","repostType":1,"repost":{"id":9044269566,"gmtCreate":1656770675855,"gmtModify":1676535891526,"author":{"id":"3576190733155282","authorId":"3576190733155282","name":"Chris23","avatar":"https://community-static.tradeup.com/news/f76eb3b5f59a69dfc75dd237e6ba8d9c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576190733155282","idStr":"3576190733155282"},"themes":[],"title":"Opportunities are plentiful in a bear market","htmlText":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","listText":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","text":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","images":[{"img":"https://community-static.tradeup.com/news/06d7581c6bd1179621750b7a5932dd16","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044269566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044659525,"gmtCreate":1656750385767,"gmtModify":1676535889363,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044659525","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=en_US&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Source Link</a>\n\n</div>\n","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>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","ATVI":"动视暴雪","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1,"symbols_score_info":{"BAC":0.9,"GM":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044650421,"gmtCreate":1656750160164,"gmtModify":1676535889331,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044650421","repostId":"9045454968","repostType":1,"repost":{"id":9045454968,"gmtCreate":1656646554995,"gmtModify":1676535870851,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"10 Most Watched U.S. Stocks in H12022 By Tiger Community","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Price&nbsp;close: 673.42 (June 30) Market cap: $697.9 billion YTD&nbsp;change:&nbsp;-36.3% PE&nbsp;Ratio (TTM): 90.7 2021 is a wonderful&nbsp;year for Elon&nbsp;Musk, successfully&nbsp;being the richest man in the world due&nbsp;to&nbsp;soaring market cap&nbsp;of Tesla, while&nbsp;in&nbsp;2022, his words aroused criticism&nbsp;to&nbsp;some&nbsp;extent,&nbsp;and&nbsp;Tesla&nbsp;also&nbsp;needs improving. Due to the tremendous&nbsp;sales amount&nbsp;of Model 3, Tesla&nbsp;posted a record 310,000 deliveries and an operating margin of 19%&nbsp;in&nbsp;Q1, leading the whole EV&nbsp;market&nbsp;booming. However, due to inflation&nbsp;and&nbsp;supply chain&nbsp;crisis, Tesla has to raise prices several times,&nbsp;At the","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Price&nbsp;close: 673.42 (June 30) Market cap: $697.9 billion YTD&nbsp;change:&nbsp;-36.3% PE&nbsp;Ratio (TTM): 90.7 2021 is a wonderful&nbsp;year for Elon&nbsp;Musk, successfully&nbsp;being the richest man in the world due&nbsp;to&nbsp;soaring market cap&nbsp;of Tesla, while&nbsp;in&nbsp;2022, his words aroused criticism&nbsp;to&nbsp;some&nbsp;extent,&nbsp;and&nbsp;Tesla&nbsp;also&nbsp;needs improving. Due to the tremendous&nbsp;sales amount&nbsp;of Model 3, Tesla&nbsp;posted a record 310,000 deliveries and an operating margin of 19%&nbsp;in&nbsp;Q1, leading the whole EV&nbsp;market&nbsp;booming. However, due to inflation&nbsp;and&nbsp;supply chain&nbsp;crisis, Tesla has to raise prices several times,&nbsp;At the","text":"$Tesla Motors(TSLA)$ Price close: 673.42 (June 30) Market cap: $697.9 billion YTD change: -36.3% PE Ratio (TTM): 90.7 2021 is a wonderful year for Elon Musk, successfully being the richest man in the world due to soaring market cap of Tesla, while in 2022, his words aroused criticism to some extent, and Tesla also needs improving. Due to the tremendous sales amount of Model 3, Tesla posted a record 310,000 deliveries and an operating margin of 19% in Q1, leading the whole EV market booming. However, due to inflation and supply chain crisis, Tesla has to raise prices several times, At the","images":[{"img":"https://static.tigerbbs.com/ce820979223d842549667daebe749d24","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/304ce7fbba9b9b3789dedae545c5490e","width":"750","height":"1620"},{"img":"https://static.tigerbbs.com/50bb19d5de7403f46a338566b82e6977","width":"2880","height":"1792"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045454968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044650670,"gmtCreate":1656750127690,"gmtModify":1676535889331,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044650670","repostId":"9045590827","repostType":1,"repost":{"id":9045590827,"gmtCreate":1656633555669,"gmtModify":1676535866448,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119072940563712","idStr":"4119072940563712"},"themes":[],"title":"NASDAQ, AMZN, AAPL, NVDA, TSLA, GOOGL, BRK.B,SQ,META,MSFT,BAC,JPM. Elliott Wave","htmlText":"\n \n \n  @TigerStars Elliott Wave Technical Analysis Stock Market Trading NASDAQ, AMZN, AAPL, NVDA, TSLA, GOOGL, BRK, SQ, META, MSFT, BAC, JPM.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Elliott Wave Technical Analysis Stocks are in the later stages of the move down (5) of C) of II. That said we are currently in a bear market rally. Covering Tesla TSLA, Amazon AMZN, Nvidia (NVDA), Apple AAPL, Microsoft MSFT, Berkshire Hathaway (BRK/B),Block, Inc (SQ), Facebook FB, Meta Platforms, Alphabet GOOGL. XFL Finance Sector ETF, JPMorgan JPM &amp; Bank of America BAC.Stock Market Summary: An Elliott Imp\n \n","listText":"@TigerStars Elliott Wave Technical Analysis Stock Market Trading NASDAQ, AMZN, AAPL, NVDA, TSLA, GOOGL, BRK, SQ, META, MSFT, BAC, JPM.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Elliott Wave Technical Analysis Stocks are in the later stages of the move down (5) of C) of II. That said we are currently in a bear market rally. Covering Tesla TSLA, Amazon AMZN, Nvidia (NVDA), Apple AAPL, Microsoft MSFT, Berkshire Hathaway (BRK/B),Block, Inc (SQ), Facebook FB, Meta Platforms, Alphabet GOOGL. XFL Finance Sector ETF, JPMorgan JPM &amp; Bank of America BAC.Stock Market Summary: An Elliott Imp","text":"@TigerStars Elliott Wave Technical Analysis Stock Market Trading NASDAQ, AMZN, AAPL, NVDA, TSLA, GOOGL, BRK, SQ, META, MSFT, BAC, JPM. $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ $Apple(AAPL)$ Elliott Wave Technical Analysis Stocks are in the later stages of the move down (5) of C) of II. That said we are currently in a bear market rally. Covering Tesla TSLA, Amazon AMZN, Nvidia (NVDA), Apple AAPL, Microsoft MSFT, Berkshire Hathaway (BRK/B),Block, Inc (SQ), Facebook FB, Meta Platforms, Alphabet GOOGL. XFL Finance Sector ETF, JPMorgan JPM & Bank of America BAC.Stock Market Summary: An Elliott Imp","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045590827","isVote":1,"tweetType":2,"object":{"id":"83087c1882e7405ebc8259041c961028","tweetId":"9045590827","videoUrl":"https://1254107296.vod2.myqcloud.com/8e2bc32evodtranshk1254107296/d41329d3387702302391585573/v.f30.mp4","poster":"https://community-static.tradeup.com/news/17c731d8313a8d91ef8f82929d3b1fc3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045823794,"gmtCreate":1656597731718,"gmtModify":1676535860261,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045823794","repostId":"9042620496","repostType":1,"repost":{"id":9042620496,"gmtCreate":1656469664015,"gmtModify":1676535835966,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908080415665","idStr":"3558908080415665"},"themes":[],"title":"BYD is ousting Tesla as the top EV seller in 2022","htmlText":"The electric vehicle competition is intense and only to get worse as legacy automakers as well as tech companies are rushing into the space to fight for a pie of it.Buffett famously said that this isn't a good sign as a similar pattern happened to gasoline car makers in the 1920s. There were over 2,000 brands and only 3 remained and all were not doing well. Competition kills profits.Ironically, he invested in BYD, <a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>the China EV maker in 2008. Perhaps it was less competitive in those days and BYD had other businesses that include making batteries as well as electronics assembly.Berkshire bought BYD stake for $232 million and it is now worth $9.3 billion. That is a 39x return in 14 years or a compounded annual return of 30%.The v","listText":"The electric vehicle competition is intense and only to get worse as legacy automakers as well as tech companies are rushing into the space to fight for a pie of it.Buffett famously said that this isn't a good sign as a similar pattern happened to gasoline car makers in the 1920s. There were over 2,000 brands and only 3 remained and all were not doing well. Competition kills profits.Ironically, he invested in BYD, <a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>the China EV maker in 2008. Perhaps it was less competitive in those days and BYD had other businesses that include making batteries as well as electronics assembly.Berkshire bought BYD stake for $232 million and it is now worth $9.3 billion. That is a 39x return in 14 years or a compounded annual return of 30%.The v","text":"The electric vehicle competition is intense and only to get worse as legacy automakers as well as tech companies are rushing into the space to fight for a pie of it.Buffett famously said that this isn't a good sign as a similar pattern happened to gasoline car makers in the 1920s. There were over 2,000 brands and only 3 remained and all were not doing well. Competition kills profits.Ironically, he invested in BYD, $BYD COMPANY(01211)$the China EV maker in 2008. Perhaps it was less competitive in those days and BYD had other businesses that include making batteries as well as electronics assembly.Berkshire bought BYD stake for $232 million and it is now worth $9.3 billion. That is a 39x return in 14 years or a compounded annual return of 30%.The v","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042620496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045805305,"gmtCreate":1656589415707,"gmtModify":1676535858867,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Act wisely.&nbsp;","listText":"Act wisely.&nbsp;","text":"Act wisely.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045805305","repostId":"1160678370","repostType":4,"repost":{"id":"1160678370","kind":"news","pubTimestamp":1656586005,"share":"https://ttm.financial/m/news/1160678370?lang=en_US&edition=fundamental","pubTime":"2022-06-30 18:46","market":"fut","language":"en","title":"U.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge","url":"https://stock-news.laohu8.com/highlight/detail?id=1160678370","media":"Wall Street Journal","summary":"U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half","content":"<html><head></head><body><p>U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of rising prices.</p><p>Futures tied to the S&amp;P 500 dropped 1.4%, a day after indexes finished little changed. Dow Jones Industrial Average futures fell 1.1% while technology-heavy Nasdaq-100 futures lost 1.7%.</p><p>VIX, VIXmain rose 5.89% and 3.28%.</p><p>The S&amp;P 500 is on course to close out its worst first half of the year since the 1970s, as soaring inflation and rapidly rising interest rates raised the specter of recession. After initially discounting postpandemic inflation as transitory, the Federal Reserve and other global central banks have pivoted to making fighting it with interest-rate increases their most important priority, even if it means halting economic growth.</p><p>Comments from Fed Chairman Jerome Powell and European Central Bank President Christine Lagarde to that effect at a conference on Wednesday were setting in and weighing on investors on the final trading day of the quarter, said Jeffrey Halley, senior market analyst at OANDA.</p><p>“Powell and Lagarde suggested that they would keep hiking even if their economies slowed to rein in inflation. That raised recession risks,” he said. Meanwhile, institutional investors were adjusting their portfolios on the final trading day of the quarter “making it a choppy day,” he said.</p><p>Investors have become increasingly convinced that the pace of rate rises will prompt a recession. About 90% of investors expect the U.S. to enter a recession before the end of 2023, according to a survey by Deutsche Bank published Thursday.</p><p>Despite the S&amp;P 500 having tumbled into a bear market—considered a 20% drop from a recent high—72% of investors surveyed expect the S&amp;P 500 to drop to at least 3300 points from its current level of 3818.83 before it can recover.</p><p>One reason for that could be that some investors still think many stocks are overvalued following an uninterrupted run-up in valuations over the last two years. “Despite what has happened we still aren’t finding many cheap stocks,” said David Donabedian, chief investment officer of CIBC Private Wealth US, adding that he thinks forecasts for the coming earnings seasons are too optimistic. “The market needs to get more objectively cheap,” he said.</p><p>The personal-consumption-expenditures price index, due to be released later Thursday, should offer a broad gauge of whether inflation in the economy is peaking. The index is Fed officials’ preferred measure of rising prices and is likely to influence how aggressively they opt to raise interest rates at future policy meetings.</p><p>In bond markets, the yield on the benchmark 10-year U.S. Treasury note fell to 3.058% from 3.091% on Wednesday.</p><p>In commodity markets, Brent crude, the international oil benchmark, flicked between gains and losses. It was last down 0.1% at $112.38 a barrel. Gold prices edged down 0.3%.</p><p>Overseas, the Stoxx Europe 600 fell 1.9% led by losses among auto makers. Porsche Automobil Holding, Continental, Renault and Volkswagen each fell by more than 5%.</p><p>German utility firm Uniper fell more than 14% after scrapping its earnings target for the year as it struggles to replace lost Russian gas supplies, curtailed in the wake of Russia’s invasion of Ukraine.</p><p>In Asia, stock markets were mostly lower. In Japan, the Nikkei 225 fell 1.5% while in Hong Kong, the Hang Seng Index weakened by 0.6%. In mainland China, the Shanghai Composite Index was an exception, rising 1.1%.</p><p>Hong Kong-listed SenseTime Group saw its shares fall by almost half, wiping out $12 billion in market value after a six-month lockup period that had prevented investors from selling shares ended. The artificial-intelligence firm has been placed on a U.S. investment blacklist.</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>U.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge</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\">\nU.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 18:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160678370","content_text":"U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of rising prices.Futures tied to the S&P 500 dropped 1.4%, a day after indexes finished little changed. Dow Jones Industrial Average futures fell 1.1% while technology-heavy Nasdaq-100 futures lost 1.7%.VIX, VIXmain rose 5.89% and 3.28%.The S&P 500 is on course to close out its worst first half of the year since the 1970s, as soaring inflation and rapidly rising interest rates raised the specter of recession. After initially discounting postpandemic inflation as transitory, the Federal Reserve and other global central banks have pivoted to making fighting it with interest-rate increases their most important priority, even if it means halting economic growth.Comments from Fed Chairman Jerome Powell and European Central Bank President Christine Lagarde to that effect at a conference on Wednesday were setting in and weighing on investors on the final trading day of the quarter, said Jeffrey Halley, senior market analyst at OANDA.“Powell and Lagarde suggested that they would keep hiking even if their economies slowed to rein in inflation. That raised recession risks,” he said. Meanwhile, institutional investors were adjusting their portfolios on the final trading day of the quarter “making it a choppy day,” he said.Investors have become increasingly convinced that the pace of rate rises will prompt a recession. About 90% of investors expect the U.S. to enter a recession before the end of 2023, according to a survey by Deutsche Bank published Thursday.Despite the S&P 500 having tumbled into a bear market—considered a 20% drop from a recent high—72% of investors surveyed expect the S&P 500 to drop to at least 3300 points from its current level of 3818.83 before it can recover.One reason for that could be that some investors still think many stocks are overvalued following an uninterrupted run-up in valuations over the last two years. “Despite what has happened we still aren’t finding many cheap stocks,” said David Donabedian, chief investment officer of CIBC Private Wealth US, adding that he thinks forecasts for the coming earnings seasons are too optimistic. “The market needs to get more objectively cheap,” he said.The personal-consumption-expenditures price index, due to be released later Thursday, should offer a broad gauge of whether inflation in the economy is peaking. The index is Fed officials’ preferred measure of rising prices and is likely to influence how aggressively they opt to raise interest rates at future policy meetings.In bond markets, the yield on the benchmark 10-year U.S. Treasury note fell to 3.058% from 3.091% on Wednesday.In commodity markets, Brent crude, the international oil benchmark, flicked between gains and losses. It was last down 0.1% at $112.38 a barrel. Gold prices edged down 0.3%.Overseas, the Stoxx Europe 600 fell 1.9% led by losses among auto makers. Porsche Automobil Holding, Continental, Renault and Volkswagen each fell by more than 5%.German utility firm Uniper fell more than 14% after scrapping its earnings target for the year as it struggles to replace lost Russian gas supplies, curtailed in the wake of Russia’s invasion of Ukraine.In Asia, stock markets were mostly lower. In Japan, the Nikkei 225 fell 1.5% while in Hong Kong, the Hang Seng Index weakened by 0.6%. In mainland China, the Shanghai Composite Index was an exception, rising 1.1%.Hong Kong-listed SenseTime Group saw its shares fall by almost half, wiping out $12 billion in market value after a six-month lockup period that had prevented investors from selling shares ended. The artificial-intelligence firm has been placed on a U.S. investment blacklist.","news_type":1,"symbols_score_info":{"YMmain":0.9,"VIX":0.9,"VIXmain":0.9,"BZmain":0.9,"ESmain":0.9,"GCmain":0.9,"NQmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045808337,"gmtCreate":1656588918529,"gmtModify":1676535858770,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045808337","repostId":"2247031339","repostType":2,"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042532632,"gmtCreate":1656495752326,"gmtModify":1676535840446,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Opportunity","listText":"Opportunity","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042532632","repostId":"1148096186","repostType":4,"repost":{"id":"1148096186","kind":"news","pubTimestamp":1656486106,"share":"https://ttm.financial/m/news/1148096186?lang=en_US&edition=fundamental","pubTime":"2022-06-29 15:01","market":"us","language":"en","title":"Palantir: This Is What A Rare Buying Opportunity Looks Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1148096186","media":"Seeking Alpha","summary":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Bu","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Palantir have dropped 50% year to date and are now trading below their IPO price.</li><li>Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.</li><li>Products like Foundry, with massive TAMs, have the ambition of taking over AWS&#39; dominance in enterprise software.</li><li>Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.</li></ul><p>If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn&#39;t hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.</p><p>It&#39;s time, in my view, for investors to take a hard second look at this name.</p><p><img src=\"https://static.tigerbbs.com/435db134f2fc8dbf9289c062fbad1864\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>What&#39;s going on with Palantir? Slightly soft guidance doesn&#39;t justify the massive share price collapse</b></p><p>First of all, let&#39;s address the recent goings-on with Palantir. If you look at the stock price chart above, you&#39;ll notice that Palantir&#39;s correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and &#34;risk off&#34; attitude have hammered high-growth stocks like Palantir.</p><p>Separately outside of that, investors reacted harshly to Palantir&#39;s Q2 guidance outlook.</p><p><img src=\"https://static.tigerbbs.com/2e8c07bb7c75548a94a1abbbf47d3b54\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir outlook(Palantir Q1 earnings deck)</p><p>For Q2, Palantir is guiding to &#34;base case&#34; revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.</p><p>The key thing here, however: <b>Palantir has a &#34;wide range&#34; of potential upside drivers to this forecast.</b> The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir&#39;s go-to-market performance.</p><p><b>The long-term bull case is still vibrant</b></p><p>Wall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.</p><p>It&#39;s important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:</p><p><img src=\"https://static.tigerbbs.com/669be31c4037d75a919175406729f826\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>Palantir new products(Palantir Q1 earnings deck)</p><p>Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company&#39;s PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar&#39;s prepared remarks on the Q1 earnings call:</p><blockquote>The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.</blockquote><blockquote>With Foundry, you&#39;re 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.</blockquote><blockquote>That&#39;s why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That&#39;s why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry&#39;s application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.</blockquote><blockquote>What AWS was in the last decade, Foundry will be in the next.&#34;</blockquote><p>Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow.</b> Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.</p><p><b>Formidable growth continues</b></p><p>Nor should investors get the impression that Palantir&#39;s growth in recent quarters has been lagging, either. One highlight to extract from Palantir&#39;s Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:</p><p><img src=\"https://static.tigerbbs.com/833acc59cf63e20602348b8cb23afb9b\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir commercial revenue performance(Palantir Q1 earnings deck)</p><p>The company has also broadened its customer counts. At present, Palantir&#39;s business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.</p><p><img src=\"https://static.tigerbbs.com/b2cdeb72f8b2a25fe7b7a3a8320408f5\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir customer growth(Palantir Q1 earnings deck)</p><p>For now, Palantir&#39;s growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there&#39;s plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.</p><p><b>GAAP margins are drifting toward breakeven</b></p><p>One final point to extract from Palantir&#39;s latest Q1 results: though investors flagged Palantir&#39;s high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir&#39;s stock, which reduces stock-comp expenses on paper):</p><p><img src=\"https://static.tigerbbs.com/db7c309dbda404642f0722d408632b6c\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Palantir margin trends(Palantir Q1 earnings deck)</p><p><b>Valuation and key takeaways</b></p><p>In spite of Palantir&#39;s strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir&#39;s most recent balance sheet, its resulting <b>enterprise value is $17.16 billion.</b></p><p>For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir&#39;s stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street&#39;s consensus figures, the stock trades at:</p><ul><li><b>8.6x EV/FY22 revenue</b></li><li><b>6.7x EV/FY23 revenue</b></li></ul><p>There was a time when A) Palantir traded north of &gt;25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I&#39;m not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.</p><p><b>The bottom line here:</b> Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don&#39;t miss this buying opportunity.</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: This Is What A Rare Buying Opportunity Looks Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: This Is What A Rare Buying Opportunity Looks Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148096186","content_text":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.Products like Foundry, with massive TAMs, have the ambition of taking over AWS' dominance in enterprise software.Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn't hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.It's time, in my view, for investors to take a hard second look at this name.Data byYChartsWhat's going on with Palantir? Slightly soft guidance doesn't justify the massive share price collapseFirst of all, let's address the recent goings-on with Palantir. If you look at the stock price chart above, you'll notice that Palantir's correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and \"risk off\" attitude have hammered high-growth stocks like Palantir.Separately outside of that, investors reacted harshly to Palantir's Q2 guidance outlook.Palantir outlook(Palantir Q1 earnings deck)For Q2, Palantir is guiding to \"base case\" revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.The key thing here, however: Palantir has a \"wide range\" of potential upside drivers to this forecast. The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir's go-to-market performance.The long-term bull case is still vibrantWall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.It's important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:Palantir new products(Palantir Q1 earnings deck)Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company's PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar's prepared remarks on the Q1 earnings call:The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.With Foundry, you're 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.That's why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That's why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry's application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.What AWS was in the last decade, Foundry will be in the next.\"Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.Formidable growth continuesNor should investors get the impression that Palantir's growth in recent quarters has been lagging, either. One highlight to extract from Palantir's Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:Palantir commercial revenue performance(Palantir Q1 earnings deck)The company has also broadened its customer counts. At present, Palantir's business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.Palantir customer growth(Palantir Q1 earnings deck)For now, Palantir's growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there's plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.GAAP margins are drifting toward breakevenOne final point to extract from Palantir's latest Q1 results: though investors flagged Palantir's high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir's stock, which reduces stock-comp expenses on paper):Palantir margin trends(Palantir Q1 earnings deck)Valuation and key takeawaysIn spite of Palantir's strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir's most recent balance sheet, its resulting enterprise value is $17.16 billion.For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir's stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street's consensus figures, the stock trades at:8.6x EV/FY22 revenue6.7x EV/FY23 revenueThere was a time when A) Palantir traded north of >25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I'm not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.The bottom line here: Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don't miss this buying opportunity.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042532319,"gmtCreate":1656495735631,"gmtModify":1676535840430,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Opportunity","listText":"Opportunity","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042532319","repostId":"1148096186","repostType":4,"repost":{"id":"1148096186","kind":"news","pubTimestamp":1656486106,"share":"https://ttm.financial/m/news/1148096186?lang=en_US&edition=fundamental","pubTime":"2022-06-29 15:01","market":"us","language":"en","title":"Palantir: This Is What A Rare Buying Opportunity Looks Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1148096186","media":"Seeking Alpha","summary":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Bu","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Palantir have dropped 50% year to date and are now trading below their IPO price.</li><li>Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.</li><li>Products like Foundry, with massive TAMs, have the ambition of taking over AWS&#39; dominance in enterprise software.</li><li>Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.</li></ul><p>If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn&#39;t hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.</p><p>It&#39;s time, in my view, for investors to take a hard second look at this name.</p><p><img src=\"https://static.tigerbbs.com/435db134f2fc8dbf9289c062fbad1864\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>What&#39;s going on with Palantir? Slightly soft guidance doesn&#39;t justify the massive share price collapse</b></p><p>First of all, let&#39;s address the recent goings-on with Palantir. If you look at the stock price chart above, you&#39;ll notice that Palantir&#39;s correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and &#34;risk off&#34; attitude have hammered high-growth stocks like Palantir.</p><p>Separately outside of that, investors reacted harshly to Palantir&#39;s Q2 guidance outlook.</p><p><img src=\"https://static.tigerbbs.com/2e8c07bb7c75548a94a1abbbf47d3b54\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir outlook(Palantir Q1 earnings deck)</p><p>For Q2, Palantir is guiding to &#34;base case&#34; revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.</p><p>The key thing here, however: <b>Palantir has a &#34;wide range&#34; of potential upside drivers to this forecast.</b> The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir&#39;s go-to-market performance.</p><p><b>The long-term bull case is still vibrant</b></p><p>Wall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.</p><p>It&#39;s important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:</p><p><img src=\"https://static.tigerbbs.com/669be31c4037d75a919175406729f826\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>Palantir new products(Palantir Q1 earnings deck)</p><p>Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company&#39;s PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar&#39;s prepared remarks on the Q1 earnings call:</p><blockquote>The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.</blockquote><blockquote>With Foundry, you&#39;re 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.</blockquote><blockquote>That&#39;s why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That&#39;s why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry&#39;s application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.</blockquote><blockquote>What AWS was in the last decade, Foundry will be in the next.&#34;</blockquote><p>Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow.</b> Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.</p><p><b>Formidable growth continues</b></p><p>Nor should investors get the impression that Palantir&#39;s growth in recent quarters has been lagging, either. One highlight to extract from Palantir&#39;s Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:</p><p><img src=\"https://static.tigerbbs.com/833acc59cf63e20602348b8cb23afb9b\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir commercial revenue performance(Palantir Q1 earnings deck)</p><p>The company has also broadened its customer counts. At present, Palantir&#39;s business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.</p><p><img src=\"https://static.tigerbbs.com/b2cdeb72f8b2a25fe7b7a3a8320408f5\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir customer growth(Palantir Q1 earnings deck)</p><p>For now, Palantir&#39;s growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there&#39;s plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.</p><p><b>GAAP margins are drifting toward breakeven</b></p><p>One final point to extract from Palantir&#39;s latest Q1 results: though investors flagged Palantir&#39;s high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir&#39;s stock, which reduces stock-comp expenses on paper):</p><p><img src=\"https://static.tigerbbs.com/db7c309dbda404642f0722d408632b6c\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Palantir margin trends(Palantir Q1 earnings deck)</p><p><b>Valuation and key takeaways</b></p><p>In spite of Palantir&#39;s strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir&#39;s most recent balance sheet, its resulting <b>enterprise value is $17.16 billion.</b></p><p>For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir&#39;s stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street&#39;s consensus figures, the stock trades at:</p><ul><li><b>8.6x EV/FY22 revenue</b></li><li><b>6.7x EV/FY23 revenue</b></li></ul><p>There was a time when A) Palantir traded north of &gt;25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I&#39;m not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.</p><p><b>The bottom line here:</b> Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don&#39;t miss this buying opportunity.</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: This Is What A Rare Buying Opportunity Looks Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: This Is What A Rare Buying Opportunity Looks Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148096186","content_text":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.Products like Foundry, with massive TAMs, have the ambition of taking over AWS' dominance in enterprise software.Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn't hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.It's time, in my view, for investors to take a hard second look at this name.Data byYChartsWhat's going on with Palantir? Slightly soft guidance doesn't justify the massive share price collapseFirst of all, let's address the recent goings-on with Palantir. If you look at the stock price chart above, you'll notice that Palantir's correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and \"risk off\" attitude have hammered high-growth stocks like Palantir.Separately outside of that, investors reacted harshly to Palantir's Q2 guidance outlook.Palantir outlook(Palantir Q1 earnings deck)For Q2, Palantir is guiding to \"base case\" revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.The key thing here, however: Palantir has a \"wide range\" of potential upside drivers to this forecast. The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir's go-to-market performance.The long-term bull case is still vibrantWall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.It's important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:Palantir new products(Palantir Q1 earnings deck)Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company's PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar's prepared remarks on the Q1 earnings call:The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.With Foundry, you're 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.That's why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That's why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry's application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.What AWS was in the last decade, Foundry will be in the next.\"Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.Formidable growth continuesNor should investors get the impression that Palantir's growth in recent quarters has been lagging, either. One highlight to extract from Palantir's Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:Palantir commercial revenue performance(Palantir Q1 earnings deck)The company has also broadened its customer counts. At present, Palantir's business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.Palantir customer growth(Palantir Q1 earnings deck)For now, Palantir's growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there's plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.GAAP margins are drifting toward breakevenOne final point to extract from Palantir's latest Q1 results: though investors flagged Palantir's high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir's stock, which reduces stock-comp expenses on paper):Palantir margin trends(Palantir Q1 earnings deck)Valuation and key takeawaysIn spite of Palantir's strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir's most recent balance sheet, its resulting enterprise value is $17.16 billion.For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir's stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street's consensus figures, the stock trades at:8.6x EV/FY22 revenue6.7x EV/FY23 revenueThere was a time when A) Palantir traded north of >25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I'm not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.The bottom line here: Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don't miss this buying opportunity.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042532022,"gmtCreate":1656495718766,"gmtModify":1676535840430,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article","listText":"Great article","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042532022","repostId":"1148096186","repostType":4,"repost":{"id":"1148096186","kind":"news","pubTimestamp":1656486106,"share":"https://ttm.financial/m/news/1148096186?lang=en_US&edition=fundamental","pubTime":"2022-06-29 15:01","market":"us","language":"en","title":"Palantir: This Is What A Rare Buying Opportunity Looks Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1148096186","media":"Seeking Alpha","summary":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Bu","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Palantir have dropped 50% year to date and are now trading below their IPO price.</li><li>Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.</li><li>Products like Foundry, with massive TAMs, have the ambition of taking over AWS&#39; dominance in enterprise software.</li><li>Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.</li></ul><p>If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn&#39;t hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.</p><p>It&#39;s time, in my view, for investors to take a hard second look at this name.</p><p><img src=\"https://static.tigerbbs.com/435db134f2fc8dbf9289c062fbad1864\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>What&#39;s going on with Palantir? Slightly soft guidance doesn&#39;t justify the massive share price collapse</b></p><p>First of all, let&#39;s address the recent goings-on with Palantir. If you look at the stock price chart above, you&#39;ll notice that Palantir&#39;s correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and &#34;risk off&#34; attitude have hammered high-growth stocks like Palantir.</p><p>Separately outside of that, investors reacted harshly to Palantir&#39;s Q2 guidance outlook.</p><p><img src=\"https://static.tigerbbs.com/2e8c07bb7c75548a94a1abbbf47d3b54\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir outlook(Palantir Q1 earnings deck)</p><p>For Q2, Palantir is guiding to &#34;base case&#34; revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.</p><p>The key thing here, however: <b>Palantir has a &#34;wide range&#34; of potential upside drivers to this forecast.</b> The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir&#39;s go-to-market performance.</p><p><b>The long-term bull case is still vibrant</b></p><p>Wall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.</p><p>It&#39;s important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:</p><p><img src=\"https://static.tigerbbs.com/669be31c4037d75a919175406729f826\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>Palantir new products(Palantir Q1 earnings deck)</p><p>Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company&#39;s PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar&#39;s prepared remarks on the Q1 earnings call:</p><blockquote>The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.</blockquote><blockquote>With Foundry, you&#39;re 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.</blockquote><blockquote>That&#39;s why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That&#39;s why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry&#39;s application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.</blockquote><blockquote>What AWS was in the last decade, Foundry will be in the next.&#34;</blockquote><p>Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow.</b> Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.</p><p><b>Formidable growth continues</b></p><p>Nor should investors get the impression that Palantir&#39;s growth in recent quarters has been lagging, either. One highlight to extract from Palantir&#39;s Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:</p><p><img src=\"https://static.tigerbbs.com/833acc59cf63e20602348b8cb23afb9b\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir commercial revenue performance(Palantir Q1 earnings deck)</p><p>The company has also broadened its customer counts. At present, Palantir&#39;s business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.</p><p><img src=\"https://static.tigerbbs.com/b2cdeb72f8b2a25fe7b7a3a8320408f5\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Palantir customer growth(Palantir Q1 earnings deck)</p><p>For now, Palantir&#39;s growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there&#39;s plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.</p><p><b>GAAP margins are drifting toward breakeven</b></p><p>One final point to extract from Palantir&#39;s latest Q1 results: though investors flagged Palantir&#39;s high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir&#39;s stock, which reduces stock-comp expenses on paper):</p><p><img src=\"https://static.tigerbbs.com/db7c309dbda404642f0722d408632b6c\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Palantir margin trends(Palantir Q1 earnings deck)</p><p><b>Valuation and key takeaways</b></p><p>In spite of Palantir&#39;s strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir&#39;s most recent balance sheet, its resulting <b>enterprise value is $17.16 billion.</b></p><p>For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir&#39;s stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street&#39;s consensus figures, the stock trades at:</p><ul><li><b>8.6x EV/FY22 revenue</b></li><li><b>6.7x EV/FY23 revenue</b></li></ul><p>There was a time when A) Palantir traded north of &gt;25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I&#39;m not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.</p><p><b>The bottom line here:</b> Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don&#39;t miss this buying opportunity.</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: This Is What A Rare Buying Opportunity Looks Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: This Is What A Rare Buying Opportunity Looks Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4520635-palantir-stock-rare-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148096186","content_text":"SummaryShares of Palantir have dropped 50% year to date and are now trading below their IPO price.Business fundamentals have continued to march forward, completely disconnected to the stock crash. In particular, Palantir continues to grow commercial revenue at a 50%+ y/y pace.Products like Foundry, with massive TAMs, have the ambition of taking over AWS' dominance in enterprise software.Palantir is trading cheaply at ~9x forward revenue, especially as it expects to continue 30%+ y/y revenue growth for the next three years.If you were to ask me for a single stock I would choose to invest in for a year-end rebound, I wouldn't hesitate to name Palantir (NYSE:PLTR). This big data giant, a fabled software company for its close relationships with the U.S. government (particularly the armed forces), has seen a tremendous stock market reversal this year. Dropping quite suddenly from being one of the most celebrated and richly-valued tech stocks in the industry, Palantir has now shed half of its value.It's time, in my view, for investors to take a hard second look at this name.Data byYChartsWhat's going on with Palantir? Slightly soft guidance doesn't justify the massive share price collapseFirst of all, let's address the recent goings-on with Palantir. If you look at the stock price chart above, you'll notice that Palantir's correction accelerated in May, after the company released Q1 earnings results and updated its guidance. Two things are at play here: of course, the broader stock market correction and \"risk off\" attitude have hammered high-growth stocks like Palantir.Separately outside of that, investors reacted harshly to Palantir's Q2 guidance outlook.Palantir outlook(Palantir Q1 earnings deck)For Q2, Palantir is guiding to \"base case\" revenue of $470 million. This represents 30% y/y growth, and was below the $483.8 million (+34% y/y growth) that Wall Street had hoped for.The key thing here, however: Palantir has a \"wide range\" of potential upside drivers to this forecast. The company has notoriously long offered very flimsy guidance targets relative to other companies and frequently sets a low bar for itself to cross. This guidance update should not be read as any meaningful slowdown in Palantir's go-to-market performance.The long-term bull case is still vibrantWall Street and most investors are famously short-term oriented, but with a company like Palantir, we should be far more interested in the longer-term bullish thesis.It's important to recognize that Palantir remains one of the leading software companies in big data and AI. Since its IPO only two years ago, the company has rolled out a slew of new products:Palantir new products(Palantir Q1 earnings deck)Though not a new product, the product we should be watching closely is Palantir Foundry, which is the company's PaaS (platform-as-a-service) offering for both government and corporate clients to build and deploy applications. Palantir has ambitions of Foundry overtaking AWS as the central hub for app development. Per COO Shyam Sankar's prepared remarks on the Q1 earnings call:The greatest opportunity for Foundry continues to be the application development infrastructure platform. We believe that Foundry will become the place that you go to build the applications of the future. With AWS or Azure with their highly unopinionated collection of services, most of the work remains in front of you to get to value. And all of that onus is on you, the customer, to get to that value.With Foundry, you're 90% of the way there on day 1. Software-defined data integration, native multi-tenancy for your applications, the OPIs, version pipelines, applications, artifacts, to just name some of the components, that make Foundry work from the start.That's why U.S. Space Forces’, Kobayashi Maru factory realized their ambition, building 13 operationally accepted applications on top of Foundry in months while sunsetting legacy $100 million-plus programs. That's why Airbus rolled out an internally developed supply chain network control tower, a suite built on top of Foundry's application development infrastructure. And this set of applications, it mitigates supply chain issues and is working towards saving hundreds of millions of euros annually by speeding up production against existing fixed capacity and reducing inventory across all parts.What AWS was in the last decade, Foundry will be in the next.\"Here, in my view, are all the key reasons to be bullish on Palantir for the long haul:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from many other rapid-growth software companies that continue to need to raise capital to finance their losses).In short, focus on the long-term expansion potential here: Q2 guidance is just noise, a drop in the bucket.Formidable growth continuesNor should investors get the impression that Palantir's growth in recent quarters has been lagging, either. One highlight to extract from Palantir's Q1 earnings results: total commercial revenue grew 54% y/y to $205 million. As seen in the chart below, that represents four straight quarters of acceleration:Palantir commercial revenue performance(Palantir Q1 earnings deck)The company has also broadened its customer counts. At present, Palantir's business revolves primarily around large government contracts and mega blue-chip corporations. But with the company stepping up its go-to-market activities on the commercial side, the mid-market represents another major growth leg for Palantir that it has not yet tapped into. In Q1 alone, Palantir grew its customer base by 40 customers, or 17%.Palantir customer growth(Palantir Q1 earnings deck)For now, Palantir's growth metrics are still vibrant (and note as well that with 124% net revenue retention rates, there's plenty of revenue expansion happening within the existing install base too). The fact that the company is expecting to continue pushing for 30%+ y/y growth through 2025 is also quite rare for a company of its scale.GAAP margins are drifting toward breakevenOne final point to extract from Palantir's latest Q1 results: though investors flagged Palantir's high GAAP losses at the time of its IPO, these margins are slowly converging toward break-even. In Q1, GAAP operating margins boosted to -9%, versus -33% in the year-ago Q1 (helped in no small part by the devaluation of Palantir's stock, which reduces stock-comp expenses on paper):Palantir margin trends(Palantir Q1 earnings deck)Valuation and key takeawaysIn spite of Palantir's strengths and all its long-term potential, the stock is currently trading at what I consider to be an unmissable bargain. At current share prices just below $10, Palantir trades at a $19.70 billion market cap. After we net off the $2.52 billion of cash on Palantir's most recent balance sheet, its resulting enterprise value is $17.16 billion.For the current fiscal year FY22, Wall Street analysts are expecting revenue of $1.99 billion (+29% y/y), and for next year FY23, consensus stands at $2.56 billion (+29% y/y). Both estimates, by the way, fall short of Palantir's stated guidance of maintaining 30%+ growth through 2025 (and so far, Palantir has never backed down on a commitment). Nevertheless, at Wall Street's consensus figures, the stock trades at:8.6x EV/FY22 revenue6.7x EV/FY23 revenueThere was a time when A) Palantir traded north of >25x current-year revenue, and B) when software companies with mere 15-20% y/y growth traded at a 9-10x revenue multiple. Though I'm not exactly calling for tech valuation multiples to revert to the excesses of 2021, I think Palantir looks incredibly cheap given its target to sustain 30% y/y growth for the long term.The bottom line here: Palantir is a rare combination of strong execution, unparalleled branding and reputation, a wide basket of massive-TAM products, and reasonable valuation. Don't miss this buying opportunity.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042269034,"gmtCreate":1656480610228,"gmtModify":1676535838339,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042269034","repostId":"2246370707","repostType":4,"repost":{"id":"2246370707","kind":"highlight","pubTimestamp":1656474287,"share":"https://ttm.financial/m/news/2246370707?lang=en_US&edition=fundamental","pubTime":"2022-06-29 11:44","market":"us","language":"en","title":"Got $1,000? 3 Buffett Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2246370707","media":"Motley Fool","summary":"These Buffett stocks look primed for a bull run, so buy them while you still can.","content":"<div>\n<p>Investors from all walks of life idolize Warren Buffett for his stock-picking prowess. Buffett started investing in stocks when he was only 11, but he didn't become a billionaire until age 56, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/28/got-1000-3-buffett-stocks-to-buy-now-and-hold-fore/\">Source Link</a>\n\n</div>\n","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>Got $1,000? 3 Buffett Stocks to Buy Now and Hold Forever</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\">\nGot $1,000? 3 Buffett Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/28/got-1000-3-buffett-stocks-to-buy-now-and-hold-fore/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors from all walks of life idolize Warren Buffett for his stock-picking prowess. Buffett started investing in stocks when he was only 11, but he didn't become a billionaire until age 56, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/28/got-1000-3-buffett-stocks-to-buy-now-and-hold-fore/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","BYDDY":"比亚迪ADR","002594":"比亚迪","01211":"比亚迪股份","V":"Visa"},"source_url":"https://www.fool.com/investing/2022/06/28/got-1000-3-buffett-stocks-to-buy-now-and-hold-fore/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246370707","content_text":"Investors from all walks of life idolize Warren Buffett for his stock-picking prowess. Buffett started investing in stocks when he was only 11, but he didn't become a billionaire until age 56, and there's been no looking back since. Buffett's net worth right now is around $97 billion.Buffett has shown how investing in stocks for the long term can generate life-changing wealth. His company, Berkshire Hathaway, owns more than 50 stocks, most of which were first purchased several years ago. You too can build wealth if you start early, and buy and hold high-conviction stocks. Here are three such rock-solid Buffett stocks you can buy for as little as $1,000 and hold forever.This transformation should pay offFirst up is Johnson & Johnson. Buffett hasn't traded or spoken much about J&J over the years, but the fact that he first bought the healthcare stock almost 16 years ago and continues to own it bespeaks his conviction in the healthcare giant.The easiest argument in favor of J&J stock amid market volatility is its clout in healthcare, which also makes it an attractive defensive stock. To put that into context, J&J has handily outperformed the market this year, and for all we know, this could just be the beginning as J&J transforms itself.J&J plans to spin off its consumer health business into a separate publicly traded company within the next 18 to 24 months. That will leave it with two high-potential, fast-growing segments -- pharmaceuticals and medical devices.In 2021, 52% of J&J's sales came from pharmaceuticals that include well-known drugs for complex diseases, while medical devices brought in 27% of its sales. The remaining sales came from consumer health which, despite including iconic brands like Neutrogena, Tylenol, and Listerine, is a cyclical business and has been a laggard on J&J's margins.While J&J works toward its transformation, you can sit back and enjoy a 2.5% yield backed by steady and growing dividends. Buffett loves dividends, and J&J is a Dividend King that has hiked dividends every year for 60 consecutive years.Buffett saw promise in this stock when no one else didThe second Buffet stock to buy -- and I've been pounding the table on this one for several months now -- is BYD. The S&P 500 has shed almost 18% value so far this year, but BYD stock is up 19% so far. There's a reason why BYD is outperforming the market.BYD has only recently caught Wall Street's attention, but Buffett spotted potential in the Chinese electric vehicle (EV) manufacturer as early as 2008. Today, China is the world's largest EV market, and BYD is a leader in the industry.In fact, BYD sees so much potential in plug-in hybrids and all-electric vehicles that it stopped production of traditional internal combustion engine vehicles in March. BYD's sales more than doubled in May, and it now reportedly has a backlog of nearly 600,000 units, according to local Chinese media outlets. Between January and May alone, BYD sold more than 500,000 vehicles, close to the number it sold in 2021.Aside from passenger cars, BYD also makes commercial vehicles, and even builds and sells them in the U.S. BYD is also one of the leading battery makers in China and has reportedly even struck a battery-supply deal with EV giant Tesla. Lithium is one of the hottest metals right now, so much so that BYD plans to buy several lithium mines in Africa to secure a long-term supply.BYD is doing everything right in an industry with exponential growth potential, making it a no-brainer Buffett stock to own.Also Read: BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market CapA no-brainer Buffett cash cow stock to buyVisa is the third and one of the smartest Buffett stocks you could buy right now and own for as long as you possibly can.Many expected Visa's growth to pause as consumers fall back on cash after relying on online purchases and digital payments over the past couple of years when the COVID-19 pandemic raged. However, digital payments continue to displace cash. Visa processed 7.9 billion more payments transactions across debit and credit cards but 16 million fewer cash transactions (including cash access, balance access, and balance transfer transactions) in its second quarter ended March 31.Remember, the war on cash isn't a fad but a secular trend that Visa, the industry leader, is perfectly poised to ride. And here's something else that works in its favor: Visa is not a lender but only processes payments made using its co-branded cards in return for a fee.Such a business model is not only asset-light but free from credit risks that most financial stocks typically face. And it's huge: Visa processed payments and cash transactions worth $13 trillion in 2021 and had nearly 3.7 billion cards issued worldwide. It's no surprise, then, that owning shares of a cash cow with solid margins in a growing industry has turned out to be so lucrative for long-term investors. It should continue to be lucrative for those who buy this Buffett stock that's still down about 14% in the past one year and trading at a price/earnings-to-growth (PEG) ratio of 1.39 times, considerably below its five-year average PEG.","news_type":1,"symbols_score_info":{"BYDDY":0.9,"V":0.9,"01211":0.9,"JNJ":0.9,"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042286163,"gmtCreate":1656479931252,"gmtModify":1676535838206,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042286163","repostId":"9042891091","repostType":1,"repost":{"id":9042891091,"gmtCreate":1656459961213,"gmtModify":1676535831934,"author":{"id":"3581735774790928","authorId":"3581735774790928","name":"HelenJanet","avatar":"https://static.tigerbbs.com/1730eb70f7129a82541df3a6f640a671","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581735774790928","idStr":"3581735774790928"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>In Singapore, the representative index is the Straits Times Index $Straits Times Index(STI.SI)$.$SINGTEL(Z74.SI)$ is one of the 10 biggest companies accounting for 6.36% of the Straits Time index’s weight.$SINGTEL(Z74.SI)$ Coming dividends S$0.048 Ex-Date is on 3 Aug 2022 and Payment Date is on 18 Aug 2022.Singtel has reported $994.5 million in net profit for the second half of the year ended March 2022, up more than 10 times from $87.6 million for the same period.Looking ahead, Singtel is also anticipating the continued recovery of air travel, which should boost demand for roaming and postpaid SIM cards.The share price of SingTel has been trending downward for the past 5 days. The net Income and income are trending upward. I st","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>In Singapore, the representative index is the Straits Times Index $Straits Times Index(STI.SI)$.$SINGTEL(Z74.SI)$ is one of the 10 biggest companies accounting for 6.36% of the Straits Time index’s weight.$SINGTEL(Z74.SI)$ Coming dividends S$0.048 Ex-Date is on 3 Aug 2022 and Payment Date is on 18 Aug 2022.Singtel has reported $994.5 million in net profit for the second half of the year ended March 2022, up more than 10 times from $87.6 million for the same period.Looking ahead, Singtel is also anticipating the continued recovery of air travel, which should boost demand for roaming and postpaid SIM cards.The share price of SingTel has been trending downward for the past 5 days. The net Income and income are trending upward. I st","text":"$SINGTEL(Z74.SI)$In Singapore, the representative index is the Straits Times Index $Straits Times Index(STI.SI)$.$SINGTEL(Z74.SI)$ is one of the 10 biggest companies accounting for 6.36% of the Straits Time index’s weight.$SINGTEL(Z74.SI)$ Coming dividends S$0.048 Ex-Date is on 3 Aug 2022 and Payment Date is on 18 Aug 2022.Singtel has reported $994.5 million in net profit for the second half of the year ended March 2022, up more than 10 times from $87.6 million for the same period.Looking ahead, Singtel is also anticipating the continued recovery of air travel, which should boost demand for roaming and postpaid SIM cards.The share price of SingTel has been trending downward for the past 5 days. The net Income and income are trending upward. I st","images":[{"img":"https://community-static.tradeup.com/news/6ea1569a4a5c77dd9f06d86b15cf1ca9","width":"828","height":"1792"},{"img":"https://community-static.tradeup.com/news/0dfc4fdbfaafa899f32f4d7ced04d5b9","width":"828","height":"1792"},{"img":"https://community-static.tradeup.com/news/b9610994107cf70c1e77bcae02ec7547","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042891091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042197578,"gmtCreate":1656454968394,"gmtModify":1676535829348,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good read&nbsp;","listText":"Good read&nbsp;","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042197578","repostId":"826196749","repostType":1,"repost":{"id":826196749,"gmtCreate":1633995599603,"gmtModify":1676531095846,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"Is The Stock Market About To Crash?","htmlText":"Is the stock market about to crash?&nbsp; Since I have no crystal ball I cannot say when. But I can say that the market is getting closer to the next crash.&nbsp; The market crashes on average every 4 to 8&nbsp;years.&nbsp;I can also say that many popular technical analyses say that timing the market does not work.&nbsp; The stock market has proven to be the No. 1 place to invest for the long term basing on 100 years of history.Also studies have shown the longer you hold a diversified portfolio, the better your returns will be. And.....Stock market investing is for life and not the next market crash!If you worried about your stocks or ETFs in your portfolio, consider Selling them! Sure.&nbsp; But please don't do it because you are scared of the market crashing!Sell them for good reasons li","listText":"Is the stock market about to crash?&nbsp; Since I have no crystal ball I cannot say when. But I can say that the market is getting closer to the next crash.&nbsp; The market crashes on average every 4 to 8&nbsp;years.&nbsp;I can also say that many popular technical analyses say that timing the market does not work.&nbsp; The stock market has proven to be the No. 1 place to invest for the long term basing on 100 years of history.Also studies have shown the longer you hold a diversified portfolio, the better your returns will be. And.....Stock market investing is for life and not the next market crash!If you worried about your stocks or ETFs in your portfolio, consider Selling them! Sure.&nbsp; But please don't do it because you are scared of the market crashing!Sell them for good reasons li","text":"Is the stock market about to crash? Since I have no crystal ball I cannot say when. But I can say that the market is getting closer to the next crash. The market crashes on average every 4 to 8 years. I can also say that many popular technical analyses say that timing the market does not work. The stock market has proven to be the No. 1 place to invest for the long term basing on 100 years of history.Also studies have shown the longer you hold a diversified portfolio, the better your returns will be. And.....Stock market investing is for life and not the next market crash!If you worried about your stocks or ETFs in your portfolio, consider Selling them! Sure. But please don't do it because you are scared of the market crashing!Sell them for good reasons li","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/826196749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042064355,"gmtCreate":1656406779377,"gmtModify":1676535822516,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042064355","repostId":"2246723138","repostType":2,"repost":{"id":"2246723138","kind":"highlight","pubTimestamp":1656389023,"share":"https://ttm.financial/m/news/2246723138?lang=en_US&edition=fundamental","pubTime":"2022-06-28 12:03","market":"us","language":"en","title":"Better Stock-Split Buy: Alphabet Or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246723138","media":"Motley Fool","summary":"These titans will be splitting their stocks shortly. But which one will outperform in the long run?","content":"<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">Source Link</a>\n\n</div>\n","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>Better Stock-Split Buy: Alphabet Or Tesla?</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\">\nBetter Stock-Split Buy: Alphabet Or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246723138","content_text":"KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these two industry leaders.Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor's holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?Alphabet, the parent company of Google, and Tesla are on the clock, with Alphabet's 20-for-1 split coming up on July 1 and Tesla's date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today's topsy turvy market, of course.What is the outlook for Alphabet?Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company's diluted earnings per share (EPS) reached $112.20 on over 90% growth.DATA SOURCE: ALPHABET. CHART BY AUTHOR.The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet's results.Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.Google Cloud may be the most important segment to watch moving forward. This segment competes with Amazon's Amazon Web Services (AWS) and Microsoft's Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn't profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.GOOG PE RATIO DATA BY YCHARTS.Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.What is the outlook for Tesla?Let's face it, whatever we think of Tesla's valuation (it's high!) or outspoken CEO Elon Musk (he's polarizing!), the company's rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.The big question is whether this demand can continue in a potential recession.Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That's changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.Which has the stronger bull case?Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla's draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSLA":1,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042065977,"gmtCreate":1656406538599,"gmtModify":1676535822484,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042065977","repostId":"2246723138","repostType":2,"repost":{"id":"2246723138","kind":"highlight","pubTimestamp":1656389023,"share":"https://ttm.financial/m/news/2246723138?lang=en_US&edition=fundamental","pubTime":"2022-06-28 12:03","market":"us","language":"en","title":"Better Stock-Split Buy: Alphabet Or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246723138","media":"Motley Fool","summary":"These titans will be splitting their stocks shortly. But which one will outperform in the long run?","content":"<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">Source Link</a>\n\n</div>\n","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>Better Stock-Split Buy: Alphabet Or Tesla?</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\">\nBetter Stock-Split Buy: Alphabet Or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246723138","content_text":"KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these two industry leaders.Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor's holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?Alphabet, the parent company of Google, and Tesla are on the clock, with Alphabet's 20-for-1 split coming up on July 1 and Tesla's date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today's topsy turvy market, of course.What is the outlook for Alphabet?Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company's diluted earnings per share (EPS) reached $112.20 on over 90% growth.DATA SOURCE: ALPHABET. CHART BY AUTHOR.The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet's results.Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.Google Cloud may be the most important segment to watch moving forward. This segment competes with Amazon's Amazon Web Services (AWS) and Microsoft's Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn't profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.GOOG PE RATIO DATA BY YCHARTS.Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.What is the outlook for Tesla?Let's face it, whatever we think of Tesla's valuation (it's high!) or outspoken CEO Elon Musk (he's polarizing!), the company's rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.The big question is whether this demand can continue in a potential recession.Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That's changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.Which has the stronger bull case?Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla's draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSLA":1,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046727527,"gmtCreate":1656389525369,"gmtModify":1676535820317,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046727527","repostId":"2246131797","repostType":4,"repost":{"id":"2246131797","kind":"highlight","pubTimestamp":1656388177,"share":"https://ttm.financial/m/news/2246131797?lang=en_US&edition=fundamental","pubTime":"2022-06-28 11:49","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246131797","media":"Motley Fool","summary":"The inventor of the GPU is currently valued at close to $400 billion. Let's see if that can more than double by 2025.","content":"<div>\n<p>Mega-cap public companies have gotten unbelievably large in the past few years. Some of the technology giants like Apple and Microsoft have gotten so large that their market capitalizations -- the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Source Link</a>\n\n</div>\n","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>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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 Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mega-cap public companies have gotten unbelievably large in the past few years. Some of the technology giants like Apple and Microsoft have gotten so large that their market capitalizations -- the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/06/27/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246131797","content_text":"Mega-cap public companies have gotten unbelievably large in the past few years. Some of the technology giants like Apple and Microsoft have gotten so large that their market capitalizations -- the total value of their publicly traded shares -- are now north of $1 trillion. Only six publicly traded companies in the United States have ever joined the exclusive $1 trillion market cap club. But what company will be the next to join? I think a good candidate is Nvidia, the maker of computer chips for gamers, cryptocurrencies, data centers, and many other technologies.Nvidia's market cap is currently around $400 billion. Can it join the ranks of companies valued at $1 trillion, or more than double its current price, by 2025? Let's investigate.Recent growth has been fantasticTo take a look at Nvidia's prospects to reach the $1 trillion club, we first need to look at its financials and growth. In its latest quarter, revenue hit $8.29 billion, up 46% year-over-year, and free cash flow hit $1.37 billion. Nvidia is currently seeing super-strong growth for its data center business, which grew revenue by 83% year-over-year to $3.75 billion. Gaming revenue, Nvidia's other large operating segment, is seeing solid growth as well, with revenue hitting $3.62 billion in the quarter, up 31% year-over-year.And there's reason to be optimistic about both segments continuing to grow over the long term. Video games and associated technologies are growing steadily each and every year, and data center build-outs continue to happen in order for companies to build out cloud computing infrastructure. There should also be continued growth in machine learning and artificial intelligence (AI) research. Nvidia's various computing products are the market leaders for these industries.Watch out for short-term headwindsThere's one thing Nvidia investors should be concerned with, at least in the short run, and that is cryptocurrencies. Long story short, cryptocurrency companies and miners use Nvidia's computing products to run their businesses. With the crypto markets crashing, these companies are starting to sell their Nvidia products, sometimes for prices well below retail. This increase in the supply of used products has the chance to decrease demand for new Nvidia products coming down the manufacturing line, which would hurt Nvidia's top-line revenue growth.Regardless of whether or not Nvidia gets hit by cryptocurrency demands, the long-term growth drivers for the business remain intact. People are playing more video games, businesses are building out more data centers, and researchers are building out more and more AI technologies. All bode well for the demand for Nvidia's products in the future.So will it join the $1 trillion club?In order to reach a market cap of $1 trillion, Nvidia will need to significantly increase its annual free cash flow generation. Based on a price-to-free cash flow multiple (P/FCF) of 25, which is above the market average right now, a stock worth $1 trillion needs to generate $40 billion in annual free cash flow ($1 trillion divided by 25). For reference, of the four U.S. companies valued at over $1 trillion (Apple, Alphabet, Microsoft, and Amazon), all except Amazon have generated over $60 billion in free cash flow in the last 12 months. Amazon's free cash flow is negative due to a lot of heavy investments it has made since the start of the pandemic, but should recover to above $40 billion in the next couple of years.NVDA Free Cash Flow data by YChartsAs you can see in the above chart, Nvidia generated just under $8 billion in free cash flow over the last 12 months. In order to hit $40 billion by the end of 2025, the company needs to grow its free cash flow by 50% a year for four straight years. While certainly possible, it doesn't seem probable for a company of this magnitude to grow that fast. Of course, the stock could hit $1 trillion with pure multiple expansion, but investors shouldn't be banking on that happening, especially as we enter a bear market.Given the tailwinds around computing, AI, and data centers, Nvidia is on a path to eventually join the $1 trillion market cap club. But to do so by the end of 2025 seems unlikely.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9996875521,"gmtCreate":1661153121965,"gmtModify":1676536463029,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Opportunity&nbsp;","listText":"Opportunity&nbsp;","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996875521","repostId":"1149567871","repostType":2,"repost":{"id":"1149567871","kind":"news","pubTimestamp":1661151120,"share":"https://ttm.financial/m/news/1149567871?lang=en_US&edition=fundamental","pubTime":"2022-08-22 14:52","market":"us","language":"en","title":"The S&P 500 May Soon Be Handed A Harsh Dose Of Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1149567871","media":"Seeking Alpha","summary":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Stocks have been living in the land of make-believe for the past 4 weeks.</li><li>Futures, bond, and currency markets have a message that cannot be ignored.</li><li>There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.</li></ul><p>Last week saw the S&amp;P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.</p><p>Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.</p><p><b>Anchored In Reality</b></p><p>While equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.</p><p>The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.</p><p><img src=\"https://static.tigerbbs.com/279e0ddd9681ce78c8efdf65c92585c4\" tg-width=\"640\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Not only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.</p><p><img src=\"https://static.tigerbbs.com/520f537a254ceca325f0f739ed24da86\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.</p><p><img src=\"https://static.tigerbbs.com/97f8a1c6b137e1fea5ea132a785895e6\" tg-width=\"640\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.</p><p><img src=\"https://static.tigerbbs.com/c963707b39f3349cfa0a3bf889ef05c3\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Unhinged</b></p><p>Meanwhile, since July 14, the S&amp;P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&amp;P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.</p><p><img src=\"https://static.tigerbbs.com/e92b730aa1436fd685a6d1f890b5b335\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn&#39;t start coming down quickly, nominal yields will need to push much higher in the future.</p><p><img src=\"https://static.tigerbbs.com/8e02eafa0eb56ad0caef5937cc718999\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The big problem is that the S&amp;P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&amp;P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&amp;P 500 would be worth around 3,200.</p><p><img src=\"https://static.tigerbbs.com/06a8c0ae388bca3ab540abd41f585412\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.</p><p>The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.</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>The S&P 500 May Soon Be Handed A Harsh Dose Of Reality</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\">\nThe S&P 500 May Soon Be Handed A Harsh Dose Of Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149567871","content_text":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.Last week saw the S&P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.Anchored In RealityWhile equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.BloombergNot only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.BloombergEven nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.BloombergEven the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.TradingViewUnhingedMeanwhile, since July 14, the S&P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.BloombergThe high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn't start coming down quickly, nominal yields will need to push much higher in the future.BloombergThe big problem is that the S&P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&P 500 would be worth around 3,200.BloombergIn typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045805305,"gmtCreate":1656589415707,"gmtModify":1676535858867,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Act wisely.&nbsp;","listText":"Act wisely.&nbsp;","text":"Act wisely.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045805305","repostId":"1160678370","repostType":4,"repost":{"id":"1160678370","kind":"news","pubTimestamp":1656586005,"share":"https://ttm.financial/m/news/1160678370?lang=en_US&edition=fundamental","pubTime":"2022-06-30 18:46","market":"fut","language":"en","title":"U.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge","url":"https://stock-news.laohu8.com/highlight/detail?id=1160678370","media":"Wall Street Journal","summary":"U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half","content":"<html><head></head><body><p>U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of rising prices.</p><p>Futures tied to the S&amp;P 500 dropped 1.4%, a day after indexes finished little changed. Dow Jones Industrial Average futures fell 1.1% while technology-heavy Nasdaq-100 futures lost 1.7%.</p><p>VIX, VIXmain rose 5.89% and 3.28%.</p><p>The S&amp;P 500 is on course to close out its worst first half of the year since the 1970s, as soaring inflation and rapidly rising interest rates raised the specter of recession. After initially discounting postpandemic inflation as transitory, the Federal Reserve and other global central banks have pivoted to making fighting it with interest-rate increases their most important priority, even if it means halting economic growth.</p><p>Comments from Fed Chairman Jerome Powell and European Central Bank President Christine Lagarde to that effect at a conference on Wednesday were setting in and weighing on investors on the final trading day of the quarter, said Jeffrey Halley, senior market analyst at OANDA.</p><p>“Powell and Lagarde suggested that they would keep hiking even if their economies slowed to rein in inflation. That raised recession risks,” he said. Meanwhile, institutional investors were adjusting their portfolios on the final trading day of the quarter “making it a choppy day,” he said.</p><p>Investors have become increasingly convinced that the pace of rate rises will prompt a recession. About 90% of investors expect the U.S. to enter a recession before the end of 2023, according to a survey by Deutsche Bank published Thursday.</p><p>Despite the S&amp;P 500 having tumbled into a bear market—considered a 20% drop from a recent high—72% of investors surveyed expect the S&amp;P 500 to drop to at least 3300 points from its current level of 3818.83 before it can recover.</p><p>One reason for that could be that some investors still think many stocks are overvalued following an uninterrupted run-up in valuations over the last two years. “Despite what has happened we still aren’t finding many cheap stocks,” said David Donabedian, chief investment officer of CIBC Private Wealth US, adding that he thinks forecasts for the coming earnings seasons are too optimistic. “The market needs to get more objectively cheap,” he said.</p><p>The personal-consumption-expenditures price index, due to be released later Thursday, should offer a broad gauge of whether inflation in the economy is peaking. The index is Fed officials’ preferred measure of rising prices and is likely to influence how aggressively they opt to raise interest rates at future policy meetings.</p><p>In bond markets, the yield on the benchmark 10-year U.S. Treasury note fell to 3.058% from 3.091% on Wednesday.</p><p>In commodity markets, Brent crude, the international oil benchmark, flicked between gains and losses. It was last down 0.1% at $112.38 a barrel. Gold prices edged down 0.3%.</p><p>Overseas, the Stoxx Europe 600 fell 1.9% led by losses among auto makers. Porsche Automobil Holding, Continental, Renault and Volkswagen each fell by more than 5%.</p><p>German utility firm Uniper fell more than 14% after scrapping its earnings target for the year as it struggles to replace lost Russian gas supplies, curtailed in the wake of Russia’s invasion of Ukraine.</p><p>In Asia, stock markets were mostly lower. In Japan, the Nikkei 225 fell 1.5% while in Hong Kong, the Hang Seng Index weakened by 0.6%. In mainland China, the Shanghai Composite Index was an exception, rising 1.1%.</p><p>Hong Kong-listed SenseTime Group saw its shares fall by almost half, wiping out $12 billion in market value after a six-month lockup period that had prevented investors from selling shares ended. The artificial-intelligence firm has been placed on a U.S. investment blacklist.</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>U.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge</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\">\nU.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 18:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-06-30-2022-11656487667-11656574533?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160678370","content_text":"U.S. stock futures fell as investors rebalanced portfolios ahead of the end of a grueling first half and awaited a gauge of inflation that Federal Reserve officials consider their preferred measure of rising prices.Futures tied to the S&P 500 dropped 1.4%, a day after indexes finished little changed. Dow Jones Industrial Average futures fell 1.1% while technology-heavy Nasdaq-100 futures lost 1.7%.VIX, VIXmain rose 5.89% and 3.28%.The S&P 500 is on course to close out its worst first half of the year since the 1970s, as soaring inflation and rapidly rising interest rates raised the specter of recession. After initially discounting postpandemic inflation as transitory, the Federal Reserve and other global central banks have pivoted to making fighting it with interest-rate increases their most important priority, even if it means halting economic growth.Comments from Fed Chairman Jerome Powell and European Central Bank President Christine Lagarde to that effect at a conference on Wednesday were setting in and weighing on investors on the final trading day of the quarter, said Jeffrey Halley, senior market analyst at OANDA.“Powell and Lagarde suggested that they would keep hiking even if their economies slowed to rein in inflation. That raised recession risks,” he said. Meanwhile, institutional investors were adjusting their portfolios on the final trading day of the quarter “making it a choppy day,” he said.Investors have become increasingly convinced that the pace of rate rises will prompt a recession. About 90% of investors expect the U.S. to enter a recession before the end of 2023, according to a survey by Deutsche Bank published Thursday.Despite the S&P 500 having tumbled into a bear market—considered a 20% drop from a recent high—72% of investors surveyed expect the S&P 500 to drop to at least 3300 points from its current level of 3818.83 before it can recover.One reason for that could be that some investors still think many stocks are overvalued following an uninterrupted run-up in valuations over the last two years. “Despite what has happened we still aren’t finding many cheap stocks,” said David Donabedian, chief investment officer of CIBC Private Wealth US, adding that he thinks forecasts for the coming earnings seasons are too optimistic. “The market needs to get more objectively cheap,” he said.The personal-consumption-expenditures price index, due to be released later Thursday, should offer a broad gauge of whether inflation in the economy is peaking. The index is Fed officials’ preferred measure of rising prices and is likely to influence how aggressively they opt to raise interest rates at future policy meetings.In bond markets, the yield on the benchmark 10-year U.S. Treasury note fell to 3.058% from 3.091% on Wednesday.In commodity markets, Brent crude, the international oil benchmark, flicked between gains and losses. It was last down 0.1% at $112.38 a barrel. Gold prices edged down 0.3%.Overseas, the Stoxx Europe 600 fell 1.9% led by losses among auto makers. Porsche Automobil Holding, Continental, Renault and Volkswagen each fell by more than 5%.German utility firm Uniper fell more than 14% after scrapping its earnings target for the year as it struggles to replace lost Russian gas supplies, curtailed in the wake of Russia’s invasion of Ukraine.In Asia, stock markets were mostly lower. In Japan, the Nikkei 225 fell 1.5% while in Hong Kong, the Hang Seng Index weakened by 0.6%. In mainland China, the Shanghai Composite Index was an exception, rising 1.1%.Hong Kong-listed SenseTime Group saw its shares fall by almost half, wiping out $12 billion in market value after a six-month lockup period that had prevented investors from selling shares ended. The artificial-intelligence firm has been placed on a U.S. investment blacklist.","news_type":1,"symbols_score_info":{"YMmain":0.9,"VIX":0.9,"VIXmain":0.9,"BZmain":0.9,"ESmain":0.9,"GCmain":0.9,"NQmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046681302,"gmtCreate":1656339743306,"gmtModify":1676535809292,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Good Buy?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Good Buy?&nbsp;","text":"$Tesla Motors(TSLA)$ Good Buy?","images":[{"img":"https://community-static.tradeup.com/news/fd7df0c78ba7207577f0298a7c6c1913","width":"720","height":"2276"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046681302","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998661157,"gmtCreate":1660982743481,"gmtModify":1676536435213,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Opportunity&nbsp;","listText":"Opportunity&nbsp;","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998661157","repostId":"1157981129","repostType":2,"repost":{"id":"1157981129","kind":"news","pubTimestamp":1660959931,"share":"https://ttm.financial/m/news/1157981129?lang=en_US&edition=fundamental","pubTime":"2022-08-20 09:45","market":"us","language":"en","title":"Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=1157981129","media":"MarketWatch","summary":"The size and duration of the bear-market rally is already in line with what is typical, suggesting t","content":"<html><head></head><body><p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: Citigroup</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48c9ed4762e8711b6ec699fade11e18b\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>The current bear seems mature? GETTY IMAGES</span></p><p>U.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.</p><p>According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.</p><p>“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”</p><p>In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0778f6e5ac7376df8068417b41f6547\" tg-width=\"700\" tg-height=\"448\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Meanwhile, the SKEW index for the S&amp;P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/375f2ff2c6b5dcaf399914aded2b7ef9\" tg-width=\"700\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>SOURCE: CITI RESEARCH, BLOOMBERG</span></p><p>Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.</p><p>After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”</p><p>According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.</p><p>The S&amp;P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.</p><p>U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&amp;P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.</p></body></html>","source":"lsy1603348471595","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>Here Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi</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\">\nHere Are the Signs That the Bear-Market Rally in Stocks Won’t Last Long – Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/here-are-the-signs-that-the-bear-market-rally-in-stocks-wont-last-long-citi-11660937380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157981129","content_text":"The size and duration of the bear-market rally is already in line with what is typical, suggesting the bounce is behind us: CitigroupThe current bear seems mature? GETTY IMAGESU.S. stocks have clawed back much of their losses from the first half of the year, but the three major indexes tumbled this week under reviving fears about interest rate rises by the Federal Reserve, and there are signs that the bulk of the bear-market rally is already behind us, said Citigroup’s analysts.According to strategists at Citi Research, the current bear-market rally is almost in line with the length of an average bear-market bounce, and sentiment has already improved as much as it typically does during regular bear-market rallies, which would suggest a possible end to the rally relatively soon.“Bear market rallies are often sentiment driven, as the market just becomes too bearish,” wrote Citi Research strategists led by Dirk Willer, the managing director and head of emerging market strategy, in a note on Thursday. “More fundamentally, many bear-market rallies are driven by hopes that the Fed comes to the rescue. The current one is no different, as the Fed pivot narrative has been an important catalyst.”In particular, the chart below shows that the AAII bull-bear indicator, one of the closely-watched investor sentiment surveys, is almost back to levels where bear market rallies peak out, with expectations that stock prices will rise over the next six months, increasing 1.2 percentage points to 33.3% in the week of August 15, while the bearish sentiment increased 0.5 percentage points to 37.2%.SOURCE: CITI RESEARCH, BLOOMBERGMeanwhile, the SKEW index for the S&P 500, which measures the difference between the cost of derivatives that protect against market drops and the right to benefit from a rally, normalized almost as much as it does in the median bear market rally (see chart below), said Citi Research. The index can be a proxy for investor sentiment and volatility.SOURCE: CITI RESEARCH, BLOOMBERGFederal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat high inflation, while raising concerns that they may tighten the stance of monetary policy by more than necessary, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.After the release of minutes of the meeting, the Federal Reserve Bank of St. Louis President James Bullard said he is leaning toward another large rate rise of 75 basis points at the central bank’s September meeting. Meanwhile, Richmond Fed President Tom Barkin said the Fed “will do what it takes” to drive inflation back toward its 2% target, according to a Bloomberg report, while Reuters reported that Barkin saying the Fed’s efforts needn’t be “calamitous.”According to Citi Research, the bear-market rally refers to a bounce equal to or larger than 10% that takes place between the peak and the trough. “If a new low is made after a 10% rally, the next rally of more than 10% is a separate bear market rally (or a bull market, if no new lows are made subsequently),” wrote strategists.The S&P 500 was up 15.4% from its 52-week low of 3666.77 on June 16, while the Dow Jones Industrial Average rallied 12.9%, and the NASDAQ Composite jumped 19.4% since their mid-June lows, according to Dow Jones Market Data. In total, Citigroup noted three indexes have experienced a 17% rally in the past 42 trading days since June 16.U.S. stocks finished the week sharply lower.The Dow Jones Industrial Average dropped 292.30 points, or 0.9%, to finish at 33,706.74. . The S&P 500 was down 55.26 points, or 1.3%, to finish at 4,228.48. The Nasdaq Composite decreased 260.13 points, or 2.0%, to 12,705.22.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904032533,"gmtCreate":1659956434826,"gmtModify":1703476349215,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904032533","repostId":"1111364601","repostType":2,"repost":{"id":"1111364601","kind":"news","pubTimestamp":1659972720,"share":"https://ttm.financial/m/news/1111364601?lang=en_US&edition=fundamental","pubTime":"2022-08-08 23:32","market":"other","language":"en","title":"The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1111364601","media":"Seeking Alpha","summary":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 20","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear market of 2022 has eerily similar characteristics of bear markets of the past.</li><li>The 2022 bear market looks very similar to those in 1937, 2000, and 2008.</li><li>If the bear markets are similar, the 2022 version is nearing its most dangerous phase.</li></ul><p>History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.</p><p>Similarities in today&#39;s stock market and S&amp;P 500 (SP500) echo the great bear markets of the past. The 2022 S&amp;P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn&#39;t to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.</p><p><b>1937</b></p><p>After rallying from March 1935 to March 1937, the S&amp;P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&amp;P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.</p><p>Using a 31,065-day offset to overlay the S&amp;P 500 of today versus that bear market, we can see the S&amp;P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&amp;P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&amp;P 500 of 2022 turning sharply lower as the market did in 1937.</p><p><img src=\"https://static.tigerbbs.com/bf9e75e86ede6d5127a530f868dcedf3\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2000</b></p><p>The bear market that started in the year 2000 also shares many of the same properties as the S&amp;P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&amp;P 500 rallied sharply until 2000. The S&amp;P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.</p><p>Again, the market of today is at the same point in time. Therefore, if the S&amp;P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.</p><p><img src=\"https://static.tigerbbs.com/c67e3a7716980557c4c7d467f03d1b40\" tg-width=\"640\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2008</b></p><p>Finally, the bear market of 2008 seems to match the S&amp;P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&amp;P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&amp;P 500 again found itself turning lower, erasing the spring gains.</p><p><img src=\"https://static.tigerbbs.com/8d85ceaf1cd7900663bbf9dbbe300dee\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Similarities</b></p><p>The declines may differ in each of these cases, but it isn&#39;t the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.</p><p><img src=\"https://static.tigerbbs.com/03c254a06087baa45767c1b5a5d0c6aa\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Does this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.</p><p><img src=\"https://static.tigerbbs.com/34566ce27f9a5b7d5ac6c173ee363be9\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What happens next for stocks is anyone&#39;s guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what <i>may</i> happen next, and in this case, the answer may be staring us right in the face for all to see.</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>The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111364601","content_text":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, the 2022 version is nearing its most dangerous phase.History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.Similarities in today's stock market and S&P 500 (SP500) echo the great bear markets of the past. The 2022 S&P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn't to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.1937After rallying from March 1935 to March 1937, the S&P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.Using a 31,065-day offset to overlay the S&P 500 of today versus that bear market, we can see the S&P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&P 500 of 2022 turning sharply lower as the market did in 1937.Bloomberg2000The bear market that started in the year 2000 also shares many of the same properties as the S&P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&P 500 rallied sharply until 2000. The S&P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.Again, the market of today is at the same point in time. Therefore, if the S&P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.Bloomberg2008Finally, the bear market of 2008 seems to match the S&P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&P 500 again found itself turning lower, erasing the spring gains.BloombergSimilaritiesThe declines may differ in each of these cases, but it isn't the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.BloombergDoes this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.BloombergWhat happens next for stocks is anyone's guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what may happen next, and in this case, the answer may be staring us right in the face for all to see.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070421383,"gmtCreate":1657093145442,"gmtModify":1676535948314,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070421383","repostId":"2249258302","repostType":2,"repost":{"id":"2249258302","kind":"highlight","pubTimestamp":1657090987,"share":"https://ttm.financial/m/news/2249258302?lang=en_US&edition=fundamental","pubTime":"2022-07-06 15:03","market":"us","language":"en","title":"Palantir: 3 Important Takeaways From Alex Karp's Talk At Aspen","url":"https://stock-news.laohu8.com/highlight/detail?id=2249258302","media":"Seekingalpha","summary":"Given that he is the leader of arguably the most important defense-related technology company in the","content":"<html><head></head><body><p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.</p><p>He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).</p><p>However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR&#39;s valuation to determine if it is worth buying here.</p><h2>#1. &#34;The Enterprise Software Business Is Structurally Different Than Any Other Business&#34;</h2><p>During his conversation at Aspen, Mr. Karp said the following:</p><blockquote><i>The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people&#39;s tastes?</i></blockquote><p>Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:</p><blockquote><i>Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.</i></blockquote><p>However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:</p><blockquote><i>Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that&#39;s largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.</i></blockquote><p>In other words, it is the longer term and transformative nature of PLTR&#39;s products and its approach to product development that Mr. Karp believes is the company&#39;s greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.</p><p>In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.</p><h2>#2. &#34;Is this product sticky?&#34;</h2><p>Alex Karp&#39;s next quote which really stuck out to us was:</p><blockquote><i> Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.</i></blockquote><p>Not only is PLTR focused on building products that will solve tomorrow&#39;s problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:</p><ol><li>That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.</li><li>That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.</li></ol><h2>#3. &#34;I am very bullish on Palantir because...&#34;</h2><p>The third and final Alex Karp quote which really stuck out to us was:</p><blockquote><i>I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.</i></blockquote><p>Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR&#39;s secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:</p><ol><li>Building the best teams possible to build and promote its products</li><li>Developing the best products possible to solve tomorrow&#39;s problems before they appear on everyone else&#39;s radar</li></ol><p>What this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter&#39;s or even year&#39;s results. Instead, it is toiling today in order to make 2027&#39;s products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR&#39;s lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.</p><h2>Investor Takeaway</h2><p>PLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow&#39;s biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.</p><p>With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR&#39;s upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR&#39;s products from government agencies.</p><p>Assuming that PLTR&#39;s EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.</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: 3 Important Takeaways From Alex Karp's Talk At Aspen</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 Important Takeaways From Alex Karp's Talk At Aspen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249258302","content_text":"Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR's valuation to determine if it is worth buying here.#1. \"The Enterprise Software Business Is Structurally Different Than Any Other Business\"During his conversation at Aspen, Mr. Karp said the following:The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people's tastes?Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that's largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.In other words, it is the longer term and transformative nature of PLTR's products and its approach to product development that Mr. Karp believes is the company's greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.#2. \"Is this product sticky?\"Alex Karp's next quote which really stuck out to us was: Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.Not only is PLTR focused on building products that will solve tomorrow's problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.#3. \"I am very bullish on Palantir because...\"The third and final Alex Karp quote which really stuck out to us was:I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR's secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:Building the best teams possible to build and promote its productsDeveloping the best products possible to solve tomorrow's problems before they appear on everyone else's radarWhat this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter's or even year's results. Instead, it is toiling today in order to make 2027's products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR's lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.Investor TakeawayPLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow's biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR's upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR's products from government agencies.Assuming that PLTR's EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044659525,"gmtCreate":1656750385767,"gmtModify":1676535889363,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044659525","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=en_US&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Source Link</a>\n\n</div>\n","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>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","ATVI":"动视暴雪","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1,"symbols_score_info":{"BAC":0.9,"GM":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046476871,"gmtCreate":1656381102093,"gmtModify":1676535818291,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Got it","listText":"Got it","text":"Got it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046476871","repostId":"1192217437","repostType":4,"repost":{"id":"1192217437","kind":"news","pubTimestamp":1656374779,"share":"https://ttm.financial/m/news/1192217437?lang=en_US&edition=fundamental","pubTime":"2022-06-28 08:06","market":"sg","language":"en","title":"Singapore Stock Market May Run Out Of Steam On Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1192217437","media":"RTTNews","summary":"The Singapore stock market has tracked higher in back-to-back sessions, advancing almost 45 points o","content":"<html><head></head><body><p>The Singapore stock market has tracked higher in back-to-back sessions, advancing almost 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,135-point plateau although it&#39;s looking at a soft star on Tuesday.</p><p>The global forecast for the Asian markets is mixed to lower, with support from oil stocks likely to offset weakness from technology shares. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.</p><p>The STI finished modestly higher on Monday following gains from the financial shares and property stocks, while the industrials were mixed.</p><p>For the day, the index advanced 25.89 points or 0.83 percent to finish at 3,137.54 after trading between 3,120.39 and 3,142.31. Volume was 1.30 billion shares worth 960.32 million Singapore dollars. There were 362 gainers and 188 decliners.</p><p>Among the actives, Ascendas REIT rallied 1.06 percent, while CapitaLand Investment was up 0.26 percent, City Developments perked 0.49 percent, Comfort DelGro jumped 1.45 percent, DBS Group strengthened 1.34 percent, Genting Singapore surged 2.76 percent, Hongkong Land improved 0.61 percent, Keppel Corp added 0.15 percent, Mapletree Industrial Trust rose 0.76 percent, Mapletree Logistics Trust increased 0.59 percent, Oversea-Chinese Banking Corporation gathered 0.53 percent, SembCorp Industries dropped 0.70 percent, Singapore Exchange advanced 0.84 percent, Singapore Technologies Engineering accelerated 1.50 percent, SingTel added 0.78 percent, Thai Beverage spiked 2.33 percent, United Overseas Bank collected 0.57 percent, Wilmar International soared 2.47 percent, Yangzijiang Financial climbed 1.16 percent, Yangzijiang Shipbuilding plummeted 3.16 percent and CapitaLand Integrated Commercial Trust, Mapletree Commercial Trust, SATS, DFI Retail Group and Keppel DC REIT were unchanged.</p><p>The lead from Wall Street is negative as the major averages quickly headed south on Monday, rebounded midday and then turned modestly lower again into the close.</p><p>The Dow sank 62.42 points or 0.20 percent to finish at 31,438.26, while the NASDAQ shed 83.07 points or 0.72 percent to end at 11,524.55 and the S&amp;P 500 dipped 11.63 points or 0.30 percent to close at 3,900.11.</p><p>The volatility came as investors stayed cautious, reassessing the expected path of Federal Reserve interest rate hikes amid falling inflation expectations.</p><p>In economic news, the Commerce Department said new orders for U.S. manufactured durable goods increased more than expected in May. Also, the National Association of Realtors noted an unexpected rebound in pending home sales in May.</p><p>Oil futures settled higher on Monday, extending gains from the previous session amid slightly easing worries about outlook for energy demand. West Texas Intermediate Crude oil futures for August ended higher by $1.95 or 1.8 percent at $109.57 a barrel.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market May Run Out Of Steam On Tuesday</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\">\nSingapore Stock Market May Run Out Of Steam On Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3293052/singapore-stock-market-may-run-out-of-steam-on-tuesday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has tracked higher in back-to-back sessions, advancing almost 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,135-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3293052/singapore-stock-market-may-run-out-of-steam-on-tuesday.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3293052/singapore-stock-market-may-run-out-of-steam-on-tuesday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192217437","content_text":"The Singapore stock market has tracked higher in back-to-back sessions, advancing almost 45 points or 1.5 percent along the way. The Straits Times Index now rests just above the 3,135-point plateau although it's looking at a soft star on Tuesday.The global forecast for the Asian markets is mixed to lower, with support from oil stocks likely to offset weakness from technology shares. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.The STI finished modestly higher on Monday following gains from the financial shares and property stocks, while the industrials were mixed.For the day, the index advanced 25.89 points or 0.83 percent to finish at 3,137.54 after trading between 3,120.39 and 3,142.31. Volume was 1.30 billion shares worth 960.32 million Singapore dollars. There were 362 gainers and 188 decliners.Among the actives, Ascendas REIT rallied 1.06 percent, while CapitaLand Investment was up 0.26 percent, City Developments perked 0.49 percent, Comfort DelGro jumped 1.45 percent, DBS Group strengthened 1.34 percent, Genting Singapore surged 2.76 percent, Hongkong Land improved 0.61 percent, Keppel Corp added 0.15 percent, Mapletree Industrial Trust rose 0.76 percent, Mapletree Logistics Trust increased 0.59 percent, Oversea-Chinese Banking Corporation gathered 0.53 percent, SembCorp Industries dropped 0.70 percent, Singapore Exchange advanced 0.84 percent, Singapore Technologies Engineering accelerated 1.50 percent, SingTel added 0.78 percent, Thai Beverage spiked 2.33 percent, United Overseas Bank collected 0.57 percent, Wilmar International soared 2.47 percent, Yangzijiang Financial climbed 1.16 percent, Yangzijiang Shipbuilding plummeted 3.16 percent and CapitaLand Integrated Commercial Trust, Mapletree Commercial Trust, SATS, DFI Retail Group and Keppel DC REIT were unchanged.The lead from Wall Street is negative as the major averages quickly headed south on Monday, rebounded midday and then turned modestly lower again into the close.The Dow sank 62.42 points or 0.20 percent to finish at 31,438.26, while the NASDAQ shed 83.07 points or 0.72 percent to end at 11,524.55 and the S&P 500 dipped 11.63 points or 0.30 percent to close at 3,900.11.The volatility came as investors stayed cautious, reassessing the expected path of Federal Reserve interest rate hikes amid falling inflation expectations.In economic news, the Commerce Department said new orders for U.S. manufactured durable goods increased more than expected in May. Also, the National Association of Realtors noted an unexpected rebound in pending home sales in May.Oil futures settled higher on Monday, extending gains from the previous session amid slightly easing worries about outlook for energy demand. West Texas Intermediate Crude oil futures for August ended higher by $1.95 or 1.8 percent at $109.57 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047923205,"gmtCreate":1656856966707,"gmtModify":1676535904493,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047923205","repostId":"9044269566","repostType":1,"repost":{"id":9044269566,"gmtCreate":1656770675855,"gmtModify":1676535891526,"author":{"id":"3576190733155282","authorId":"3576190733155282","name":"Chris23","avatar":"https://community-static.tradeup.com/news/f76eb3b5f59a69dfc75dd237e6ba8d9c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576190733155282","idStr":"3576190733155282"},"themes":[],"title":"Opportunities are plentiful in a bear market","htmlText":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","listText":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","text":"In my last article, I expressed how we have just entered the second phase of the bear market where corporate earnings start to fall due to weak consumer demand. This thesis is supported by Michael Burry, who claims that despite the worst start to a year in five decades, we are only halfway through the bear market. Even Chicken Genius Singapore said in his latest video that he is bearish in the short term as he expects earnings to fall.The current macroeconomic issues definitely pose a heavy challenge to US companies as consumer sentiment starts to fade in anticipation of an inevitable recession. Since the start of the year, companies have been issuing weak forward guidance as they struggle to satisfy investors who have been expecting a post-pandemic economic boom. This led to phase one of","images":[{"img":"https://community-static.tradeup.com/news/06d7581c6bd1179621750b7a5932dd16","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044269566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044650421,"gmtCreate":1656750160164,"gmtModify":1676535889331,"author":{"id":"4109303839350700","authorId":"4109303839350700","name":"RetCom","avatar":"https://community-static.tradeup.com/news/b23c3fd8faed4e645e3317eeb4871fbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109303839350700","idStr":"4109303839350700"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044650421","repostId":"9045454968","repostType":1,"repost":{"id":9045454968,"gmtCreate":1656646554995,"gmtModify":1676535870851,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"10 Most Watched U.S. Stocks in H12022 By Tiger Community","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Price&nbsp;close: 673.42 (June 30) Market cap: $697.9 billion YTD&nbsp;change:&nbsp;-36.3% PE&nbsp;Ratio (TTM): 90.7 2021 is a wonderful&nbsp;year for Elon&nbsp;Musk, successfully&nbsp;being the richest man in the world due&nbsp;to&nbsp;soaring market cap&nbsp;of Tesla, while&nbsp;in&nbsp;2022, his words aroused criticism&nbsp;to&nbsp;some&nbsp;extent,&nbsp;and&nbsp;Tesla&nbsp;also&nbsp;needs improving. Due to the tremendous&nbsp;sales amount&nbsp;of Model 3, Tesla&nbsp;posted a record 310,000 deliveries and an operating margin of 19%&nbsp;in&nbsp;Q1, leading the whole EV&nbsp;market&nbsp;booming. However, due to inflation&nbsp;and&nbsp;supply chain&nbsp;crisis, Tesla has to raise prices several times,&nbsp;At the","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Price&nbsp;close: 673.42 (June 30) Market cap: $697.9 billion YTD&nbsp;change:&nbsp;-36.3% PE&nbsp;Ratio (TTM): 90.7 2021 is a wonderful&nbsp;year for Elon&nbsp;Musk, successfully&nbsp;being the richest man in the world due&nbsp;to&nbsp;soaring market cap&nbsp;of Tesla, while&nbsp;in&nbsp;2022, his words aroused criticism&nbsp;to&nbsp;some&nbsp;extent,&nbsp;and&nbsp;Tesla&nbsp;also&nbsp;needs improving. Due to the tremendous&nbsp;sales amount&nbsp;of Model 3, Tesla&nbsp;posted a record 310,000 deliveries and an operating margin of 19%&nbsp;in&nbsp;Q1, leading the whole EV&nbsp;market&nbsp;booming. However, due to inflation&nbsp;and&nbsp;supply chain&nbsp;crisis, Tesla has to raise prices several times,&nbsp;At the","text":"$Tesla Motors(TSLA)$ Price close: 673.42 (June 30) Market cap: $697.9 billion YTD change: -36.3% PE Ratio (TTM): 90.7 2021 is a wonderful year for Elon Musk, successfully being the richest man in the world due to soaring market cap of Tesla, while in 2022, his words aroused criticism to some extent, and Tesla also needs improving. Due to the tremendous sales amount of Model 3, Tesla posted a record 310,000 deliveries and an operating margin of 19% in Q1, leading the whole EV market booming. However, due to inflation and supply chain crisis, Tesla has to raise prices several times, At the","images":[{"img":"https://static.tigerbbs.com/ce820979223d842549667daebe749d24","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/304ce7fbba9b9b3789dedae545c5490e","width":"750","height":"1620"},{"img":"https://static.tigerbbs.com/50bb19d5de7403f46a338566b82e6977","width":"2880","height":"1792"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045454968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}