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2022-07-03

Agree

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2024-02-08

Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.

Palantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir

03-12

NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.

Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs

2024-07-03

Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.

BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating

2023-05-30

Next two weeks of nasdaq may prove AI boom right or wrong.

The AI-Fueled Stock Market Rally Is "Overextended" and Similar to the Dot-Com Era Mania, Veteran Economist David Rosenberg Warns

2023-01-19

Good summary

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02-20

Price is already showing up with 15% crash in one day

Why Palantir Could Have A Disappointing Q1, I'm Short

2024-06-13

The best broker with most information provider of the market updates including specific stocks. They are timely too!

2024-03-16

Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.

2024-03-16

Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.

2024-03-16

Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.

2024-02-13

Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food

2023-01-19

Is it time to short?

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2022-07-05

Good analysis but it is risk to short as Micron may buyback heavily. It is an huge opportunity for Micron as against their recent buyback purchase at $71. Also buying back and building their inventory looks to be their strategy based on their Q&A in earnings call. So be careful while shorting

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will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","listText":"NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","text":"NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412881820238080","repostId":"1177945804","repostType":2,"repost":{"id":"1177945804","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1741748679,"share":"https://ttm.financial/m/news/1177945804?lang=&edition=full_marsco","pubTime":"2025-03-12 11:04","market":"sg","language":"en","title":"Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs","url":"https://stock-news.laohu8.com/highlight/detail?id=1177945804","media":"TigerNews SG","summary":"Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins  due to plummeting rates on the Singapore Overnight Rate Average  and the market pricing in more rate cuts from the US.“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s  incompletely sterilised foreign exchange  interventions and flush banking system liquidity,” Tan writes in a report dated March 11 .In his view, this could continue ","content":"<html><head></head><body><p>Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.</p><p>“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).</p><p>In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.</p><p><br/></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>Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs</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\">\nCiti Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-03-12 11:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.</p><p>“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).</p><p>In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177945804","content_text":"Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405455461171576,"gmtCreate":1740026614343,"gmtModify":1740026617923,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Price is already showing up with 15% crash in one day","listText":"Price is already showing up with 15% crash in one day","text":"Price is already showing up with 15% crash in one day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405455461171576","repostId":"1112381158","repostType":2,"repost":{"id":"1112381158","kind":"news","pubTimestamp":1740021842,"share":"https://ttm.financial/m/news/1112381158?lang=&edition=full_marsco","pubTime":"2025-02-20 11:24","market":"us","language":"en","title":"Why Palantir Could Have A Disappointing Q1, I'm Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1112381158","media":"Seeking Alpha","summary":"SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and s","content":"<html><head></head><body><h2 id=\"id_2912474220\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.</p></li><li><p>Weak Q4 metrics, including declining RPO growth and sequential billings, raise concerns about Palantir&#39;s Q1 growth.</p></li><li><p>High stock-based compensation, insider selling, and interest-inflating net income, further support my bear thesis.</p></li><li><p>I maintain a short position on Palantir, due to overvaluation, weakening fundamentals, exhausted price action, and a potential Q1 sales miss.</p></li></ul><h2 id=\"id_19907476\">Palantir’s Valuation Is In Another Stratosphere</h2><p>It doesn’t take much research to see Palantir (NASDAQ:PLTR) has a high price to sales multiple. However, I need to briefly detail how expensive Palantir is to properly frame my analysis. The more expensive a stock is, the closer I look for flaws in its business metrics. If Palantir’s stock was trading at a multiple closer to the industry average and its growth rate, I would be more likely to give some weak results a pass.</p><p>With that being said, according to finviz Palantir has the 4th highest price to sales ratio among companies with a market cap above $10 billion. One of the stocks ahead of it, MicroStrategy, doesn’t really count because it is valued based on its Bitcoin reserves. Furthermore, Palantir has the highest price to sales ratio among firms with a market cap above $100 billion. According to finviz, its price to sales ratio is 99.1. The 2nd place firm isn’t even close. Arm Holdings is in 2nd place at just 45.7x sales (less than half Palantir’s multiple).</p><p>It’s exceedingly rare to see a triple digit price to sales ratio on a software stock unless the business is in its early stages, growing sales well over 100%. As you can see below, Y-Charts shows Palantir is at 106.6x sales, which is over 5 times Snowflake’s multiple. Palantir is set to grow sales at 34.8% in 2025 which is only slightly faster than Snowflake’s 28.1% growth rate. Palantir deserves a slight premium to Snowflake, which would give it around a 20x sales multiple, not 106.6.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4092371e63da581471f37be3a5465643\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>When Snowflake used to trade at a triple digit price to sales multiple in late 2020, it was growing way faster than Palantir. In 2021, Snowflake grew sales 123.6%. With that elevated growth rate and a stock correction, the price to sales multiple quickly normalized. Since Palantir likely won’t grow sales that fast in 2025 or in 2026, most of the multiple compression will come from a stock price decline.</p><h3 id=\"id_2606082159\">Weaknesses Within The Q4 Report</h3><p>Palantir stock increased 24% the day after the firm reported its Q4 results. With that backdrop and the current high valuation, you would think the results were perfect. However, they were not. There were two important weak points. Firstly, year-over-year growth in remaining performance obligations (RPO) fell sharply.</p><p>As you can see below, growth had been accelerating from 13% in Q3 2023 to 59% in Q3 2024. In Q4, yearly growth fell sharply to 39%, signaling a potential decline in demand growth which might show up in sales in the future. The 2-year growth stack fell 5% from Q3. Specifically, short-term RPO was more of a weak point. Short-term RPO had 29.7% yearly growth, while long-term RPO growth was 50%. We shall see if this leads to weakness in Q1 sales growth. It’s notable that only 2 positive questions were asked by analysts on the call, so we didn’t get any color on this RPO growth weakness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa2a93387032851e58f4495c8a4b9620\" alt=\"Author&#39;s Calculation\" title=\"Author&#39;s Calculation\" tg-width=\"640\" tg-height=\"314\"/><span>Author&#39;s Calculation</span></p><p>RPO growth wasn’t the only challenging KPI in Palantir’s Q4 report. Billings were down 5% sequentially. That was the weakest growth reading since Q3 2023 when billings fell 9%. If you’re curious, billings had been up 15% in the prior 2 quarters. In the past 4 years, the highest growth was 59% in Q1 2023 and the lowest growth was -24% in Q4 2022. These volatile rates mostly canceled each other out in that time period. The decline in Q4 2024 didn’t have a prior spike to cancel out.</p><h3 id=\"id_466326275\">Q1 Sales Miss Could Be Coming</h3><p>The difference between sales and billings is called the change in contract liabilities. In going back to 2021, I found the change in contract liabilities on average predicted future quarterly sales growth.</p><p>In the excel sheet below, I put a green box around when there was a greater than $10 million increase in contract liabilities and a red box around when there was a decline more than $10 million. The green and red boxes in the 2nd column are one quarter later, since it’s a leading indicator. In the 7 quarters since the start of 2021 with a greater than $10 million increase in contract liabilities, the average subsequent quarterly sales growth rate was 7.14%. In the 4 quarters with a greater than $10 million decline, the average sales growth rate was 4.25%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b977cfc8c177af7e5657e020fe6d671f\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"440\"/><span>Author&#39;s Calculations</span></p><p>The 2 quarters with the biggest declines had among the lowest growth rates afterwards of just 1% and 3%. The quarter with the biggest increase had a 14% growth rate afterwards. These metrics support my thesis that the change in contract liabilities is a leading indicator for quarterly sales growth.</p><p>If Palantir has 4.25% sequential sales growth in Q1, it will miss the consensus of 5.66% growth. Palantir has beaten sales estimates in 7 of the past 8 quarters. A miss would likely catalyze a sharp correction since the price to sales ratio is so high. I would argue the firm needs to beat estimates significantly to justify continued momentum. I believe that’s unlikely based on the weakness in short-term RPO growth and the decline in contract liabilities. I expect sequential sales growth to slow from the 14% growth rate seen in Q4.</p><h3 id=\"id_2552323120\">Stock-Based Compensation Is Too High + SARs</h3><p>I’m very concerned with Palantir’s high stock-based compensation. Furthermore, the stock’s multiple is so high, a buyback won’t be able to offset dilution. For example, if the stock had a 20x sales multiple, which is about 1/5th of the current valuation, a $1 billion buyback would take out about 1.78% of shares outstanding. A $1 billion buyback, at this valuation, would only take out 0.36% of shares outstanding. The firm has $5.2 billion in cash/cash equivalents. It instituted a $1 billion buyback program in 2023. It only repurchased $64 million of shares in 2024.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584c3e6a1a7c96d53e6fd3952c2b73c4\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>As you can see from the chart above, Palantir’s stock-based compensation in the past year was $692 million, which is over double the firm’s EBITDA. To make matters worse, the firm also paid out $116 million in Stock Appreciation Rights (SARs). SARs are paid in cash, but they have a real impact on earnings. These SARs were part of the 2020 employee compensation plan, but grants didn’t start until Q1, 2024. 44,283 out of the 51,620 SARs that have been granted so far were given out in Q1 2024.</p><p>Most were exercised in Q4 2024 because the maximum appreciation for the market-vesting ones was a share price of $70. The 6,437 still outstanding are likely the time-vesting ones. The market-vesting SARs started vesting at $50 per share, which was way above the $17 share price at the start of 2024. They likely vested quicker than the firm anticipated, meaning employees got payouts after doing less work than expected.</p><p>I don’t like paying employees bonuses based on the stock price because short-term stock performance is likely unrelated to any individual’s work performance. They could be working on a project that won’t show results for a long time. I prefer granting shares/options, not cash, to employees if employee-specific metrics are hit. The stock price or market cap are a fine metrics for upper-level management like the CEO &amp; CFO. I want granted shares/options to be locked up and rules preventing using shares/options as collateral to borrow against. This prevents short-termism and cashing out quickly.</p><h3 id=\"id_1639387076\">Interest Gains Are A Huge Part Of Palantir’s Earnings</h3><p>Palantir’s multiple of its trailing net income is stratospheric. The firm had $462.2 million in net income in 2024. With Palantir’s market cap at $283.8 billion, the stock trades at a trailing multiple of 614. To make matters much worse, 42.6% of the firm’s net income came from interest on its large cash pile. There’s nothing wrong with interest, but it doesn’t deserve an earnings multiple. You wouldn’t pay someone $2,000 for a $100 bond yielding 5%. If you take out the interest income, the stock trades at a net income multiple of 1,069 which is easily the highest multiple I’ve ever seen for a large cap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da97b6a301d7e5fee9ad38887f4147f0\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h3 id=\"id_1503584575\">Very High Insider Selling</h3><p>Insiders know the most about a company. I like when a firm has high insider ownership and there has been recent insider buying. I get very worried when I see elevated insider selling. As you can see below, in the past year, the ratio of insider sells to insider buys is about 2.4:1. The ratio of sells to buys in the past 3 months is 2.7:1. Furthermore, the respective ratios for actual shares sold and bought in the past 12 months and 3 months are 2:1 and 1.1:1. This insider selling alone isn’t enough to be bearish, but it fits in nicely with the recent weakness in some metrics and the extremely high valuation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eba4bb86a278cb18ec8df62cfbadadc8\" alt=\"Nasdaq.com\" title=\"Nasdaq.com\" tg-width=\"640\" tg-height=\"373\"/><span>Nasdaq.com</span></p><h3 id=\"id_136151136\">I Am Short Palantir</h3><p>I personally have an elevated short position in Palantir. I have expressed that through shorting shares, not put options because I don’t trade options. I like shorting stocks that are expensive, have weakening fundamentals, and exhausted momentum. According to Seeking Alpha, Palantir stock has a relative strength index (RSI) reading of 81.1 which is near its 1-year high of 84.5. Extremely elevated sentiment can reverse course easily. It doesn’t take a major catalyst to shift momentum. Euphoric rallies are the most vulnerable to corrections. A sales miss in Q1 also could catalyze a decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0aeecfd72f4c5ffe6a4d42cd26635cd\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"360\"/><span>Seeking Alpha</span></p><p>My short has no defined time horizon. I can add or subtract to the short position in the near-term depending on the price action in my portfolio and the stock. I’ll likely at least have some short position for the next few months unless the stock craters. I like that Palantir only has a short interest rate of 3.24%. I will never short a stock with above a 10% short interest to avoid a squeeze.</p><p>I like expressing my skepticism of retail investors’ recent overall market optimism through shorting Palantir. From February 5th to the 11th, Palantir stock had $339.7 million in net retail buying, which was the 3rd highest in the market. Palantir is certainly punching above its market cap weight, with Nvidia and Tesla receiving net buying of $579.1 million and $562.2 million in that same week.</p><h2 id=\"id_2639052185\">How I Could Be Wrong</h2><p>High SARs and stock-based compensation cost money and are dilutive, but they can also attract top talent to work at Palantir. Combined with the rising stock price, prospective employees have a large financial motivation to join the company. Obviously, stock prices are volatile, but it certainly doesn’t hurt to see record high prices constantly reported in the news.</p><p>Stocks with a high valuation can keep that valuation for longer than someone would normally feel comfortable with holding a short. I’m paying 10% interest to hold this short position. Generally, firms don’t maintain triple digit sales multiples for more than a few months. However, there’s nothing stopping Palantir from being an exception. It has already become the 38th largest company in the world. Its ascent has been among the quickest I’ve ever seen in my 17 years of following markets.</p><p>Either the firm could slightly beat its Q1 sales estimates, or a sales miss might not cause the stock to fall as much as I expect it to. One fairly unique aspect to Palantir’s estimates that makes the stock almost impenetrable is that analysts expect sales growth to sharply accelerate from 25.9% in 2026 to 35.4% in 2027. Usually, weak reports impact current year &amp; next year’s estimates, but it’s hard to see what will impact 2027 estimates. If analysts have determined Palantir is the AI SAAS leader, they might stick with this elevated growth rate estimate even if sales modestly disappoint (especially if management maintains a positive tone). After all, we didn’t see any negative earnings revisions after the weak RPO growth and billings decline that I pointed out in this article.<br/></p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Could Have A Disappointing Q1, I'm Short</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\">\nWhy Palantir Could Have A Disappointing Q1, I'm Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112381158","content_text":"SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and sequential billings, raise concerns about Palantir's Q1 growth.High stock-based compensation, insider selling, and interest-inflating net income, further support my bear thesis.I maintain a short position on Palantir, due to overvaluation, weakening fundamentals, exhausted price action, and a potential Q1 sales miss.Palantir’s Valuation Is In Another StratosphereIt doesn’t take much research to see Palantir (NASDAQ:PLTR) has a high price to sales multiple. However, I need to briefly detail how expensive Palantir is to properly frame my analysis. The more expensive a stock is, the closer I look for flaws in its business metrics. If Palantir’s stock was trading at a multiple closer to the industry average and its growth rate, I would be more likely to give some weak results a pass.With that being said, according to finviz Palantir has the 4th highest price to sales ratio among companies with a market cap above $10 billion. One of the stocks ahead of it, MicroStrategy, doesn’t really count because it is valued based on its Bitcoin reserves. Furthermore, Palantir has the highest price to sales ratio among firms with a market cap above $100 billion. According to finviz, its price to sales ratio is 99.1. The 2nd place firm isn’t even close. Arm Holdings is in 2nd place at just 45.7x sales (less than half Palantir’s multiple).It’s exceedingly rare to see a triple digit price to sales ratio on a software stock unless the business is in its early stages, growing sales well over 100%. As you can see below, Y-Charts shows Palantir is at 106.6x sales, which is over 5 times Snowflake’s multiple. Palantir is set to grow sales at 34.8% in 2025 which is only slightly faster than Snowflake’s 28.1% growth rate. Palantir deserves a slight premium to Snowflake, which would give it around a 20x sales multiple, not 106.6.Data by YChartsWhen Snowflake used to trade at a triple digit price to sales multiple in late 2020, it was growing way faster than Palantir. In 2021, Snowflake grew sales 123.6%. With that elevated growth rate and a stock correction, the price to sales multiple quickly normalized. Since Palantir likely won’t grow sales that fast in 2025 or in 2026, most of the multiple compression will come from a stock price decline.Weaknesses Within The Q4 ReportPalantir stock increased 24% the day after the firm reported its Q4 results. With that backdrop and the current high valuation, you would think the results were perfect. However, they were not. There were two important weak points. Firstly, year-over-year growth in remaining performance obligations (RPO) fell sharply.As you can see below, growth had been accelerating from 13% in Q3 2023 to 59% in Q3 2024. In Q4, yearly growth fell sharply to 39%, signaling a potential decline in demand growth which might show up in sales in the future. The 2-year growth stack fell 5% from Q3. Specifically, short-term RPO was more of a weak point. Short-term RPO had 29.7% yearly growth, while long-term RPO growth was 50%. We shall see if this leads to weakness in Q1 sales growth. It’s notable that only 2 positive questions were asked by analysts on the call, so we didn’t get any color on this RPO growth weakness.Author's CalculationRPO growth wasn’t the only challenging KPI in Palantir’s Q4 report. Billings were down 5% sequentially. That was the weakest growth reading since Q3 2023 when billings fell 9%. If you’re curious, billings had been up 15% in the prior 2 quarters. In the past 4 years, the highest growth was 59% in Q1 2023 and the lowest growth was -24% in Q4 2022. These volatile rates mostly canceled each other out in that time period. The decline in Q4 2024 didn’t have a prior spike to cancel out.Q1 Sales Miss Could Be ComingThe difference between sales and billings is called the change in contract liabilities. In going back to 2021, I found the change in contract liabilities on average predicted future quarterly sales growth.In the excel sheet below, I put a green box around when there was a greater than $10 million increase in contract liabilities and a red box around when there was a decline more than $10 million. The green and red boxes in the 2nd column are one quarter later, since it’s a leading indicator. In the 7 quarters since the start of 2021 with a greater than $10 million increase in contract liabilities, the average subsequent quarterly sales growth rate was 7.14%. In the 4 quarters with a greater than $10 million decline, the average sales growth rate was 4.25%.Author's CalculationsThe 2 quarters with the biggest declines had among the lowest growth rates afterwards of just 1% and 3%. The quarter with the biggest increase had a 14% growth rate afterwards. These metrics support my thesis that the change in contract liabilities is a leading indicator for quarterly sales growth.If Palantir has 4.25% sequential sales growth in Q1, it will miss the consensus of 5.66% growth. Palantir has beaten sales estimates in 7 of the past 8 quarters. A miss would likely catalyze a sharp correction since the price to sales ratio is so high. I would argue the firm needs to beat estimates significantly to justify continued momentum. I believe that’s unlikely based on the weakness in short-term RPO growth and the decline in contract liabilities. I expect sequential sales growth to slow from the 14% growth rate seen in Q4.Stock-Based Compensation Is Too High + SARsI’m very concerned with Palantir’s high stock-based compensation. Furthermore, the stock’s multiple is so high, a buyback won’t be able to offset dilution. For example, if the stock had a 20x sales multiple, which is about 1/5th of the current valuation, a $1 billion buyback would take out about 1.78% of shares outstanding. A $1 billion buyback, at this valuation, would only take out 0.36% of shares outstanding. The firm has $5.2 billion in cash/cash equivalents. It instituted a $1 billion buyback program in 2023. It only repurchased $64 million of shares in 2024.Data by YChartsAs you can see from the chart above, Palantir’s stock-based compensation in the past year was $692 million, which is over double the firm’s EBITDA. To make matters worse, the firm also paid out $116 million in Stock Appreciation Rights (SARs). SARs are paid in cash, but they have a real impact on earnings. These SARs were part of the 2020 employee compensation plan, but grants didn’t start until Q1, 2024. 44,283 out of the 51,620 SARs that have been granted so far were given out in Q1 2024.Most were exercised in Q4 2024 because the maximum appreciation for the market-vesting ones was a share price of $70. The 6,437 still outstanding are likely the time-vesting ones. The market-vesting SARs started vesting at $50 per share, which was way above the $17 share price at the start of 2024. They likely vested quicker than the firm anticipated, meaning employees got payouts after doing less work than expected.I don’t like paying employees bonuses based on the stock price because short-term stock performance is likely unrelated to any individual’s work performance. They could be working on a project that won’t show results for a long time. I prefer granting shares/options, not cash, to employees if employee-specific metrics are hit. The stock price or market cap are a fine metrics for upper-level management like the CEO & CFO. I want granted shares/options to be locked up and rules preventing using shares/options as collateral to borrow against. This prevents short-termism and cashing out quickly.Interest Gains Are A Huge Part Of Palantir’s EarningsPalantir’s multiple of its trailing net income is stratospheric. The firm had $462.2 million in net income in 2024. With Palantir’s market cap at $283.8 billion, the stock trades at a trailing multiple of 614. To make matters much worse, 42.6% of the firm’s net income came from interest on its large cash pile. There’s nothing wrong with interest, but it doesn’t deserve an earnings multiple. You wouldn’t pay someone $2,000 for a $100 bond yielding 5%. If you take out the interest income, the stock trades at a net income multiple of 1,069 which is easily the highest multiple I’ve ever seen for a large cap.Data by YChartsVery High Insider SellingInsiders know the most about a company. I like when a firm has high insider ownership and there has been recent insider buying. I get very worried when I see elevated insider selling. As you can see below, in the past year, the ratio of insider sells to insider buys is about 2.4:1. The ratio of sells to buys in the past 3 months is 2.7:1. Furthermore, the respective ratios for actual shares sold and bought in the past 12 months and 3 months are 2:1 and 1.1:1. This insider selling alone isn’t enough to be bearish, but it fits in nicely with the recent weakness in some metrics and the extremely high valuation.Nasdaq.comI Am Short PalantirI personally have an elevated short position in Palantir. I have expressed that through shorting shares, not put options because I don’t trade options. I like shorting stocks that are expensive, have weakening fundamentals, and exhausted momentum. According to Seeking Alpha, Palantir stock has a relative strength index (RSI) reading of 81.1 which is near its 1-year high of 84.5. Extremely elevated sentiment can reverse course easily. It doesn’t take a major catalyst to shift momentum. Euphoric rallies are the most vulnerable to corrections. A sales miss in Q1 also could catalyze a decline.Seeking AlphaMy short has no defined time horizon. I can add or subtract to the short position in the near-term depending on the price action in my portfolio and the stock. I’ll likely at least have some short position for the next few months unless the stock craters. I like that Palantir only has a short interest rate of 3.24%. I will never short a stock with above a 10% short interest to avoid a squeeze.I like expressing my skepticism of retail investors’ recent overall market optimism through shorting Palantir. From February 5th to the 11th, Palantir stock had $339.7 million in net retail buying, which was the 3rd highest in the market. Palantir is certainly punching above its market cap weight, with Nvidia and Tesla receiving net buying of $579.1 million and $562.2 million in that same week.How I Could Be WrongHigh SARs and stock-based compensation cost money and are dilutive, but they can also attract top talent to work at Palantir. Combined with the rising stock price, prospective employees have a large financial motivation to join the company. Obviously, stock prices are volatile, but it certainly doesn’t hurt to see record high prices constantly reported in the news.Stocks with a high valuation can keep that valuation for longer than someone would normally feel comfortable with holding a short. I’m paying 10% interest to hold this short position. Generally, firms don’t maintain triple digit sales multiples for more than a few months. However, there’s nothing stopping Palantir from being an exception. It has already become the 38th largest company in the world. Its ascent has been among the quickest I’ve ever seen in my 17 years of following markets.Either the firm could slightly beat its Q1 sales estimates, or a sales miss might not cause the stock to fall as much as I expect it to. One fairly unique aspect to Palantir’s estimates that makes the stock almost impenetrable is that analysts expect sales growth to sharply accelerate from 25.9% in 2026 to 35.4% in 2027. Usually, weak reports impact current year & next year’s estimates, but it’s hard to see what will impact 2027 estimates. If analysts have determined Palantir is the AI SAAS leader, they might stick with this elevated growth rate estimate even if sales modestly disappoint (especially if management maintains a positive tone). After all, we didn’t see any negative earnings revisions after the weak RPO growth and billings decline that I pointed out in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323678222282816,"gmtCreate":1720048213015,"gmtModify":1720048216734,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","listText":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","text":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323678222282816","repostId":"2448718488","repostType":2,"repost":{"id":"2448718488","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1720014311,"share":"https://ttm.financial/m/news/2448718488?lang=&edition=full_marsco","pubTime":"2024-07-03 21:45","market":"us","language":"en","title":"BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2448718488","media":"MT Newswires Live","summary":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose 3.6% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","content":"<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</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>BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating</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\">\nBofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-07-03 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448718488","content_text":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316256171249744,"gmtCreate":1718240808332,"gmtModify":1718240812178,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","listText":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","text":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316256171249744","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918429855792,"gmtCreate":1710566337756,"gmtModify":1710567558517,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918429855792","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918201147696,"gmtCreate":1710566295636,"gmtModify":1710567558722,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918201147696","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918011740384,"gmtCreate":1710566224738,"gmtModify":1710567558702,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918011740384","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273579253391624,"gmtCreate":1707829604466,"gmtModify":1707829607180,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","listText":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","text":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273579253391624","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271647789527264,"gmtCreate":1707358054814,"gmtModify":1707358059742,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","listText":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","text":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271647789527264","repostId":"1138480991","repostType":2,"repost":{"id":"1138480991","kind":"news","pubTimestamp":1707356752,"share":"https://ttm.financial/m/news/1138480991?lang=&edition=full_marsco","pubTime":"2024-02-08 09:45","market":"us","language":"en","title":"Palantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1138480991","media":"InvestorPlace","summary":"For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for bo","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> stock is up big again on Wednesday, bringing its two-day rise to almost 40%.</p></li><li><p>Today’s surge appears to be related to a price target increase from Jefferies.</p></li><li><p>Here’s what investors should know about the bullish analyst report and Palantir’s future outlook.</p></li></ul><p>Few companies have seen the sort of gravity-defying moves that Palantir has shown in recent days. Following earnings results, PLTR stock has absolutely skyrocketed, surging almost 40% over the past two trading sessions alone.</p><p style=\"text-align: start;\">However, today’s nearly 8% move in PLTR stock appears to be tied to yet another catalyst. Specifically, Jefferies<strong> </strong>analyst Brent Thill upgraded the stock today to “hold” from “underperform,” boosting the firm’s price target on the artificial intelligence (AI) and big data company from $13 per share to $22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc50d7cebf174ecbff4d168c6f414df7\" tg-width=\"789\" tg-height=\"625\"/></p><p>That’s a big jump and suggests that Wall Street is growing much more constructive on Palantir and its growth prospects moving forward. After all, the company did report some rather stellar results that shocked even the most ardent bulls.</p><p style=\"text-align: start;\">Let’s dive into the reasons for this upgrade and the positive momentum around Palantir lately.</p><h3 id=\"id_3824160380\" style=\"text-align: start;\">Why Is PLTR Stock Continuing to Surge So Impressively?</h3><p style=\"text-align: start;\">For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.</p><p style=\"text-align: start;\">However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for both revenue and earnings growth over time.</p><p style=\"text-align: start;\">The company noted strong demand for its AI offerings, suggesting that demand for large language models and Palantir’s related services in this realm remains robust. While the company’s 20% revenue growth rate was impressive, its forecast of between $800 million and $1 billion of adjusted free cash flow for 2024 appears to have particularly stoked investor interest in the company.</p><p>Shares of publicly traded companies are typically valued on the basis of future cash flows. With a $1 billion free cash flow estimate for 2024 and a 20% growth rate (assuming that flows through to the company’s bottom line), PLTR stock looks a lot less expensive three or four years out. That’s what the market seems to be focusing on right now.</p><p>That said, analysts have pointed to a significant valuation premium for PLTR stock at these higher levels. Even this latest price target increase to $22 per share is below where shares trade now. Thus, I’m going to remain cautious on this stock for the near term, although I can certainly understand the enthusiasm around Palantir today.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  stock is up big again on Wednesday, bringing its two-day rise to almost 40%.Today’s surge appears to be related to a price target increase from Jefferies.Here’s what investors should know ...</p>\n\n<a href=\"https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138480991","content_text":"Palantir  stock is up big again on Wednesday, bringing its two-day rise to almost 40%.Today’s surge appears to be related to a price target increase from Jefferies.Here’s what investors should know about the bullish analyst report and Palantir’s future outlook.Few companies have seen the sort of gravity-defying moves that Palantir has shown in recent days. Following earnings results, PLTR stock has absolutely skyrocketed, surging almost 40% over the past two trading sessions alone.However, today’s nearly 8% move in PLTR stock appears to be tied to yet another catalyst. Specifically, Jefferies analyst Brent Thill upgraded the stock today to “hold” from “underperform,” boosting the firm’s price target on the artificial intelligence (AI) and big data company from $13 per share to $22.That’s a big jump and suggests that Wall Street is growing much more constructive on Palantir and its growth prospects moving forward. After all, the company did report some rather stellar results that shocked even the most ardent bulls.Let’s dive into the reasons for this upgrade and the positive momentum around Palantir lately.Why Is PLTR Stock Continuing to Surge So Impressively?For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for both revenue and earnings growth over time.The company noted strong demand for its AI offerings, suggesting that demand for large language models and Palantir’s related services in this realm remains robust. While the company’s 20% revenue growth rate was impressive, its forecast of between $800 million and $1 billion of adjusted free cash flow for 2024 appears to have particularly stoked investor interest in the company.Shares of publicly traded companies are typically valued on the basis of future cash flows. With a $1 billion free cash flow estimate for 2024 and a 20% growth rate (assuming that flows through to the company’s bottom line), PLTR stock looks a lot less expensive three or four years out. That’s what the market seems to be focusing on right now.That said, analysts have pointed to a significant valuation premium for PLTR stock at these higher levels. Even this latest price target increase to $22 per share is below where shares trade now. Thus, I’m going to remain cautious on this stock for the near term, although I can certainly understand the enthusiasm around Palantir today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979904484,"gmtCreate":1685414318749,"gmtModify":1685414426081,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Next two weeks of nasdaq may prove AI boom right or wrong.","listText":"Next two weeks of nasdaq may prove AI boom right or wrong.","text":"Next two weeks of nasdaq may prove AI boom right or wrong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979904484","repostId":"2338134438","repostType":2,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956579589,"gmtCreate":1674092634141,"gmtModify":1676538922897,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Is it time to short?","listText":"Is it time to short?","text":"Is it time to short?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956579589","repostId":"1113221271","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956579361,"gmtCreate":1674092350653,"gmtModify":1676538922858,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Good summary&nbsp;","listText":"Good summary&nbsp;","text":"Good summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956579361","repostId":"1196914393","repostType":2,"repost":{"id":"1196914393","kind":"news","pubTimestamp":1674090471,"share":"https://ttm.financial/m/news/1196914393?lang=&edition=full_marsco","pubTime":"2023-01-19 09:07","market":"us","language":"en","title":"Fed’s Beige Book Says US Price Growth Seen Moderating in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1196914393","media":"Bloomberg","summary":"Employment growing at modest pace, wage pressures elevatedContacts generally expected little growth ","content":"<html><head></head><body><ul><li>Employment growing at modest pace, wage pressures elevated</li><li>Contacts generally expected little growth in the months ahead</li></ul><p>Growth in US prices is expected to ease in the year ahead, contacts surveyed in the Federal Reserve’s latest Beige Book said.</p><p>“Selling prices increased at a modest or moderate pace in most districts, though many said that the pace of increases had slowed from that of recent reporting periods,” the Fed said Wednesday in the report, published two weeks before each meeting of the policy-setting Federal Open Market Committee. “On balance, contacts across districts said they expected future price growth to moderate further in the year ahead.”</p><p>The report was based on anecdotal information collected by the Fed’s 12 regional banks through Jan. 9 and compiled by the Cleveland Fed.</p><p><b>Rate Pace</b></p><p>Fed officials are mulling a further moderation in the pace of rate hikes following a slowing in US inflation. The central bank has been raising interest rates aggressively to try to cool demand and bring down an inflation rate that has remained near a 40-year high.</p><p>Fed officials lifted rates by a half-point last month to a target range of 4.25% to 4.5%, slowing the pace of rate increases after four straight 75 basis-point moves. Officials see interest rates rising above 5% this year and staying there until 2024, according to projections released by policymakers last month.</p><p>Consumer prices rose 6.5% in the 12 months through December, marking the weakest inflation rate in more than a year, Labor Department data showed.</p><p><b>Employment Growing</b></p><p>The survey showed that employment continued to grow at a modest-to-moderate pace in most districts.</p><p>“Many firms hesitated to lay off employees even as demand for their goods and services slowed and planned to reduce headcount through attrition if needed,” the survey stated. “With persistently tight labor markets, wage pressures remained elevated across districts, though five Reserve Banks reported that these pressures had eased somewhat.”</p><p>Recent economic data are giving mixed reports on the US economy in the fourth quarter. Retail sales fell in December by the most in a year, suggesting consumers are losing some of the resilience, Commerce Department data showed Wednesday.</p><p>Yet US payrolls rose more than expected with a gain of 223,000 in December, while the unemployment rate dropped to 3.5%. And gross domestic product may be tracking about 3.5%, according to the Atlanta Fed’s tracker.</p><p><b>‘Little Growth’</b></p><p>“On balance, contacts generally expected little growth in the months ahead,” according to the Beige Book, which noted that overall activity was relatively unchanged since the prior report.</p><p>The New York district reported a decline in economic activity, with the drop being “especially sharp” in manufacturing, the report showed.</p><p>Fed officials have remained unified in their calls for additional rate hikes to fight inflation, even as recent data have shown progress.</p><p>“You just can’t declare victory too soon,” Fed Richmond President Thomas Barkin said Tuesday.</p><p>Fed St. Louis President James Bullard said Wednesday the central bank will want to keep rates higher for longer as insurance against a lingering inflation similar to the 1970s.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Beige Book Says US Price Growth Seen Moderating in 2023</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; 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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\">\nFed’s Beige Book Says US Price Growth Seen Moderating in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-18/fed-s-beige-survey-says-us-price-growth-seen-moderating-in-2023><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Employment growing at modest pace, wage pressures elevatedContacts generally expected little growth in the months aheadGrowth in US prices is expected to ease in the year ahead, contacts surveyed in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-18/fed-s-beige-survey-says-us-price-growth-seen-moderating-in-2023\">Web 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.bloomberg.com/news/articles/2023-01-18/fed-s-beige-survey-says-us-price-growth-seen-moderating-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196914393","content_text":"Employment growing at modest pace, wage pressures elevatedContacts generally expected little growth in the months aheadGrowth in US prices is expected to ease in the year ahead, contacts surveyed in the Federal Reserve’s latest Beige Book said.“Selling prices increased at a modest or moderate pace in most districts, though many said that the pace of increases had slowed from that of recent reporting periods,” the Fed said Wednesday in the report, published two weeks before each meeting of the policy-setting Federal Open Market Committee. “On balance, contacts across districts said they expected future price growth to moderate further in the year ahead.”The report was based on anecdotal information collected by the Fed’s 12 regional banks through Jan. 9 and compiled by the Cleveland Fed.Rate PaceFed officials are mulling a further moderation in the pace of rate hikes following a slowing in US inflation. The central bank has been raising interest rates aggressively to try to cool demand and bring down an inflation rate that has remained near a 40-year high.Fed officials lifted rates by a half-point last month to a target range of 4.25% to 4.5%, slowing the pace of rate increases after four straight 75 basis-point moves. Officials see interest rates rising above 5% this year and staying there until 2024, according to projections released by policymakers last month.Consumer prices rose 6.5% in the 12 months through December, marking the weakest inflation rate in more than a year, Labor Department data showed.Employment GrowingThe survey showed that employment continued to grow at a modest-to-moderate pace in most districts.“Many firms hesitated to lay off employees even as demand for their goods and services slowed and planned to reduce headcount through attrition if needed,” the survey stated. “With persistently tight labor markets, wage pressures remained elevated across districts, though five Reserve Banks reported that these pressures had eased somewhat.”Recent economic data are giving mixed reports on the US economy in the fourth quarter. Retail sales fell in December by the most in a year, suggesting consumers are losing some of the resilience, Commerce Department data showed Wednesday.Yet US payrolls rose more than expected with a gain of 223,000 in December, while the unemployment rate dropped to 3.5%. And gross domestic product may be tracking about 3.5%, according to the Atlanta Fed’s tracker.‘Little Growth’“On balance, contacts generally expected little growth in the months ahead,” according to the Beige Book, which noted that overall activity was relatively unchanged since the prior report.The New York district reported a decline in economic activity, with the drop being “especially sharp” in manufacturing, the report showed.Fed officials have remained unified in their calls for additional rate hikes to fight inflation, even as recent data have shown progress.“You just can’t declare victory too soon,” Fed Richmond President Thomas Barkin said Tuesday.Fed St. Louis President James Bullard said Wednesday the central bank will want to keep rates higher for longer as insurance against a lingering inflation similar to the 1970s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047749569,"gmtCreate":1656979988251,"gmtModify":1676535925334,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Good analysis but it is risk to short as Micron may buyback heavily. It&nbsp;is an huge opportunity for Micron&nbsp;as against their recent buyback&nbsp;purchase&nbsp;at $71. Also buying back and building their inventory looks to be their strategy based on their Q&amp;A in earnings call. So be careful while shorting","listText":"Good analysis but it is risk to short as Micron may buyback heavily. It&nbsp;is an huge opportunity for Micron&nbsp;as against their recent buyback&nbsp;purchase&nbsp;at $71. Also buying back and building their inventory looks to be their strategy based on their Q&amp;A in earnings call. So be careful while shorting","text":"Good analysis but it is risk to short as Micron may buyback heavily. It is an huge opportunity for Micron as against their recent buyback purchase at $71. Also buying back and building their inventory looks to be their strategy based on their Q&A in earnings call. So be careful while shorting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047749569","repostId":"2248313616","repostType":2,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044754853,"gmtCreate":1656819463873,"gmtModify":1676535899688,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Agree&nbsp;","listText":"Agree&nbsp;","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9044754853","repostId":"2248824254","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9044754853,"gmtCreate":1656819463873,"gmtModify":1676535899688,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Agree&nbsp;","listText":"Agree&nbsp;","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9044754853","repostId":"2248824254","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271647789527264,"gmtCreate":1707358054814,"gmtModify":1707358059742,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","listText":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","text":"Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271647789527264","repostId":"1138480991","repostType":2,"repost":{"id":"1138480991","kind":"news","pubTimestamp":1707356752,"share":"https://ttm.financial/m/news/1138480991?lang=&edition=full_marsco","pubTime":"2024-02-08 09:45","market":"us","language":"en","title":"Palantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1138480991","media":"InvestorPlace","summary":"For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for bo","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> stock is up big again on Wednesday, bringing its two-day rise to almost 40%.</p></li><li><p>Today’s surge appears to be related to a price target increase from Jefferies.</p></li><li><p>Here’s what investors should know about the bullish analyst report and Palantir’s future outlook.</p></li></ul><p>Few companies have seen the sort of gravity-defying moves that Palantir has shown in recent days. Following earnings results, PLTR stock has absolutely skyrocketed, surging almost 40% over the past two trading sessions alone.</p><p style=\"text-align: start;\">However, today’s nearly 8% move in PLTR stock appears to be tied to yet another catalyst. Specifically, Jefferies<strong> </strong>analyst Brent Thill upgraded the stock today to “hold” from “underperform,” boosting the firm’s price target on the artificial intelligence (AI) and big data company from $13 per share to $22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc50d7cebf174ecbff4d168c6f414df7\" tg-width=\"789\" tg-height=\"625\"/></p><p>That’s a big jump and suggests that Wall Street is growing much more constructive on Palantir and its growth prospects moving forward. After all, the company did report some rather stellar results that shocked even the most ardent bulls.</p><p style=\"text-align: start;\">Let’s dive into the reasons for this upgrade and the positive momentum around Palantir lately.</p><h3 id=\"id_3824160380\" style=\"text-align: start;\">Why Is PLTR Stock Continuing to Surge So Impressively?</h3><p style=\"text-align: start;\">For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.</p><p style=\"text-align: start;\">However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for both revenue and earnings growth over time.</p><p style=\"text-align: start;\">The company noted strong demand for its AI offerings, suggesting that demand for large language models and Palantir’s related services in this realm remains robust. While the company’s 20% revenue growth rate was impressive, its forecast of between $800 million and $1 billion of adjusted free cash flow for 2024 appears to have particularly stoked investor interest in the company.</p><p>Shares of publicly traded companies are typically valued on the basis of future cash flows. With a $1 billion free cash flow estimate for 2024 and a 20% growth rate (assuming that flows through to the company’s bottom line), PLTR stock looks a lot less expensive three or four years out. That’s what the market seems to be focusing on right now.</p><p>That said, analysts have pointed to a significant valuation premium for PLTR stock at these higher levels. Even this latest price target increase to $22 per share is below where shares trade now. Thus, I’m going to remain cautious on this stock for the near term, although I can certainly understand the enthusiasm around Palantir today.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Continues to Rise Nearly 8% as Jefferies Raises Its Price Target on Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  stock is up big again on Wednesday, bringing its two-day rise to almost 40%.Today’s surge appears to be related to a price target increase from Jefferies.Here’s what investors should know ...</p>\n\n<a href=\"https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2024/02/jefferies-just-raised-its-price-target-on-palantir-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138480991","content_text":"Palantir  stock is up big again on Wednesday, bringing its two-day rise to almost 40%.Today’s surge appears to be related to a price target increase from Jefferies.Here’s what investors should know about the bullish analyst report and Palantir’s future outlook.Few companies have seen the sort of gravity-defying moves that Palantir has shown in recent days. Following earnings results, PLTR stock has absolutely skyrocketed, surging almost 40% over the past two trading sessions alone.However, today’s nearly 8% move in PLTR stock appears to be tied to yet another catalyst. Specifically, Jefferies analyst Brent Thill upgraded the stock today to “hold” from “underperform,” boosting the firm’s price target on the artificial intelligence (AI) and big data company from $13 per share to $22.That’s a big jump and suggests that Wall Street is growing much more constructive on Palantir and its growth prospects moving forward. After all, the company did report some rather stellar results that shocked even the most ardent bulls.Let’s dive into the reasons for this upgrade and the positive momentum around Palantir lately.Why Is PLTR Stock Continuing to Surge So Impressively?For a big data company with impressive AI capabilities, Palantir has certainly faced its fair share of headwinds in recent years. Struggles to remain profitable have led many bears to assert that continued bottom-line growth may be much more elusive than the company has previously suggested. Even I’ve been in the bearish camp on PLTR stock.However, Palantir’s recent earnings report cemented yet another profitable quarter — its fifth in a row. It also provided investors with a rosy outlook for both revenue and earnings growth over time.The company noted strong demand for its AI offerings, suggesting that demand for large language models and Palantir’s related services in this realm remains robust. While the company’s 20% revenue growth rate was impressive, its forecast of between $800 million and $1 billion of adjusted free cash flow for 2024 appears to have particularly stoked investor interest in the company.Shares of publicly traded companies are typically valued on the basis of future cash flows. With a $1 billion free cash flow estimate for 2024 and a 20% growth rate (assuming that flows through to the company’s bottom line), PLTR stock looks a lot less expensive three or four years out. That’s what the market seems to be focusing on right now.That said, analysts have pointed to a significant valuation premium for PLTR stock at these higher levels. Even this latest price target increase to $22 per share is below where shares trade now. Thus, I’m going to remain cautious on this stock for the near term, although I can certainly understand the enthusiasm around Palantir today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412881820238080,"gmtCreate":1741821906236,"gmtModify":1741821911139,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","listText":"NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","text":"NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412881820238080","repostId":"1177945804","repostType":2,"repost":{"id":"1177945804","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1741748679,"share":"https://ttm.financial/m/news/1177945804?lang=&edition=full_marsco","pubTime":"2025-03-12 11:04","market":"sg","language":"en","title":"Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs","url":"https://stock-news.laohu8.com/highlight/detail?id=1177945804","media":"TigerNews SG","summary":"Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins  due to plummeting rates on the Singapore Overnight Rate Average  and the market pricing in more rate cuts from the US.“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s  incompletely sterilised foreign exchange  interventions and flush banking system liquidity,” Tan writes in a report dated March 11 .In his view, this could continue ","content":"<html><head></head><body><p>Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.</p><p>“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).</p><p>In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.</p><p><br/></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>Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs</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\">\nCiti Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-03-12 11:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.</p><p>“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).</p><p>In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177945804","content_text":"Citi Research analyst Tan Yong Hong believes there could be downside risks to Singapore banks’ net interest margins (NIMs) due to plummeting rates on the Singapore Overnight Rate Average (SORA) and the market pricing in more rate cuts from the US.“Despite stable US rates, SORA has been pressured lower on [the] Monetary Authority of Singapore’s (MAS) incompletely sterilised foreign exchange (forex) interventions and flush banking system liquidity,” Tan writes in a report dated March 11 (US Eastern time).In his view, this could continue as long as there is scope to lower the Singapore dollar nominal effective exchange rate (S$NEER) within the band. On Jan 24, the MAS said it would reduce the slope of its S$NEER policy band “slightly”, marking the first easing conducted by the central bank since March 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323678222282816,"gmtCreate":1720048213015,"gmtModify":1720048216734,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","listText":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","text":"Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323678222282816","repostId":"2448718488","repostType":2,"repost":{"id":"2448718488","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1720014311,"share":"https://ttm.financial/m/news/2448718488?lang=&edition=full_marsco","pubTime":"2024-07-03 21:45","market":"us","language":"en","title":"BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2448718488","media":"MT Newswires Live","summary":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose 3.6% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","content":"<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</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>BofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating</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\">\nBofA Securities Raises Price Target on Tesla to $260 From $220, Maintains Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-07-03 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.</p><p>Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e240dbe7a76fedcde36b31b4abb24d8\" tg-width=\"842\" tg-height=\"853\"/></p><p>Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448718488","content_text":"BofA securities raises price target on Tesla to $260 from $220, maintains buy rating.Tesla shares rose over 5% in morning trading after soaring 10% on Tuesday.Tesla has an average hold rating and price target range of $85 to $310, according to analysts polled by Capital IQ.","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979904484,"gmtCreate":1685414318749,"gmtModify":1685414426081,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Next two weeks of nasdaq may prove AI boom right or wrong.","listText":"Next two weeks of nasdaq may prove AI boom right or wrong.","text":"Next two weeks of nasdaq may prove AI boom right or wrong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979904484","repostId":"2338134438","repostType":2,"repost":{"id":"2338134438","kind":"highlight","pubTimestamp":1685411457,"share":"https://ttm.financial/m/news/2338134438?lang=&edition=full_marsco","pubTime":"2023-05-30 09:50","market":"us","language":"en","title":"The AI-Fueled Stock Market Rally Is \"Overextended\" and Similar to the Dot-Com Era Mania, Veteran Economist David Rosenberg Warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2338134438","media":"Markets Insider","summary":"David Rosenberg said the stock market rally is similar to the dot-com era collapse.The veteran econo","content":"<html><head></head><body><ul><li><p>David Rosenberg said the stock market rally is similar to the dot-com era collapse.</p></li><li><p>The veteran economist warned that the rally is way overextended due to the AI frenzy.</p></li><li><p>Rosenberg believes in AI long term, but &#34;the current environment is taking on a mania of sorts.&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da1219a06c6adfec90264a338cd8a8d4\" alt=\"David Rosenberg\" title=\"David Rosenberg\" tg-width=\"700\" tg-height=\"394\"/><span>David Rosenberg</span></p><p style=\"text-align: left;\">The stock market&#39;s rally, fronted by the artificial intelligence frenzy, will be short-lived like the dot-com era boom, David Rosenberg said. </p><p style=\"text-align: left;\">The veteran economist, who is the president and founder of Rosenberg Research, said the current surge in stocks is overextended. Equities have been performing well despite a high-interest-rate environment, tightening credit conditions, and ongoing debt ceiling negotiations. </p><p style=\"text-align: left;\">The S&amp;P 500 earlier this month hit 4,200 for the first time since August, and is up 9.6% since the start of the year. </p><p style=\"text-align: left;\">&#34;I think that we have a price bubble,&#34; Rosenberg told CNBC on Thursday. &#34;If you look at the six-month chart of the Nasdaq 100, you have to be blind not to see that, &#39;Okay, this is actually looks very weird, and it&#39;s way overextended.&#39;&#34;</p><p>This rally, in part, is on the back of surging AI interest. </p><p style=\"text-align: left;\">The tech-heavy Nasdaq Composite closed 1.7% higher on Thursday, fueled by chipmaker Nvidia&#39;s blockbuster earnings. The company&#39;s stock skyrocketed after the release of a glowing forecast for the second quarter, citing booming demand for its AI products. Nvidia, whose earnings call this week mentioned AI 43 times, closed 24% higher on Thursday.</p><p style=\"text-align: left;\">&#34;This type of corporate behaviour is not too different from what took place in the dotcom bubble, with company after company satisfying investors&#39; appetite for news on how it plans to incorporate the internet into its business — or boosting stocks just because they added &#39;.com&#39; to the name,&#34; Rosenberg wrote in a Financial Post column, released on Thursday.</p><p style=\"text-align: left;\">The economist added: &#34;So, while we are a believer in the long-term benefits of AI, from an investor standpoint, the current environment is taking on a mania of sorts.&#34;</p><p>UBS&#39;s Art Cashin echoed similar sentiments, describing AI as the &#34;new mini-version of the dot-com.&#34;</p><p style=\"text-align: left;\">&#34;Everything you hear, it&#39;s going to have an AI inflection, everything from new drugs and medicine, to predictive natures of all types,&#34; Cashin told CNBC on Thursday. &#34;This is going to be interesting.&#34;  </p></body></html>","source":"marketsinsider","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 AI-Fueled Stock Market Rally Is \"Overextended\" and Similar to the Dot-Com Era Mania, Veteran Economist David Rosenberg Warns</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 AI-Fueled Stock Market Rally Is \"Overextended\" and Similar to the Dot-Com Era Mania, Veteran Economist David Rosenberg Warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-30 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-ai-nvidia-dotcom-bubble-economist-david-rosenberg-2023-5><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>David Rosenberg said the stock market rally is similar to the dot-com era collapse.The veteran economist warned that the rally is way overextended due to the AI frenzy.Rosenberg believes in AI long ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-ai-nvidia-dotcom-bubble-economist-david-rosenberg-2023-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4529":"IDC概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","NVDA":"英伟达","BK4543":"AI","LU0109392836.USD":"富兰克林科技股A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4567":"ESG概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4141":"半导体产品","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AMD":"美国超微公司","LU0079474960.USD":"联博美国增长基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","AI":"C3.ai, Inc.","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-ai-nvidia-dotcom-bubble-economist-david-rosenberg-2023-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338134438","content_text":"David Rosenberg said the stock market rally is similar to the dot-com era collapse.The veteran economist warned that the rally is way overextended due to the AI frenzy.Rosenberg believes in AI long term, but \"the current environment is taking on a mania of sorts.\"David RosenbergThe stock market's rally, fronted by the artificial intelligence frenzy, will be short-lived like the dot-com era boom, David Rosenberg said. The veteran economist, who is the president and founder of Rosenberg Research, said the current surge in stocks is overextended. Equities have been performing well despite a high-interest-rate environment, tightening credit conditions, and ongoing debt ceiling negotiations. The S&P 500 earlier this month hit 4,200 for the first time since August, and is up 9.6% since the start of the year. \"I think that we have a price bubble,\" Rosenberg told CNBC on Thursday. \"If you look at the six-month chart of the Nasdaq 100, you have to be blind not to see that, 'Okay, this is actually looks very weird, and it's way overextended.'\"This rally, in part, is on the back of surging AI interest. The tech-heavy Nasdaq Composite closed 1.7% higher on Thursday, fueled by chipmaker Nvidia's blockbuster earnings. The company's stock skyrocketed after the release of a glowing forecast for the second quarter, citing booming demand for its AI products. Nvidia, whose earnings call this week mentioned AI 43 times, closed 24% higher on Thursday.\"This type of corporate behaviour is not too different from what took place in the dotcom bubble, with company after company satisfying investors' appetite for news on how it plans to incorporate the internet into its business — or boosting stocks just because they added '.com' to the name,\" Rosenberg wrote in a Financial Post column, released on Thursday.The economist added: \"So, while we are a believer in the long-term benefits of AI, from an investor standpoint, the current environment is taking on a mania of sorts.\"UBS's Art Cashin echoed similar sentiments, describing AI as the \"new mini-version of the dot-com.\"\"Everything you hear, it's going to have an AI inflection, everything from new drugs and medicine, to predictive natures of all types,\" Cashin told CNBC on Thursday. \"This is going to be interesting.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956579361,"gmtCreate":1674092350653,"gmtModify":1676538922858,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Good summary&nbsp;","listText":"Good summary&nbsp;","text":"Good summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956579361","repostId":"1196914393","repostType":2,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405455461171576,"gmtCreate":1740026614343,"gmtModify":1740026617923,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Price is already showing up with 15% crash in one day","listText":"Price is already showing up with 15% crash in one day","text":"Price is already showing up with 15% crash in one day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405455461171576","repostId":"1112381158","repostType":2,"repost":{"id":"1112381158","kind":"news","pubTimestamp":1740021842,"share":"https://ttm.financial/m/news/1112381158?lang=&edition=full_marsco","pubTime":"2025-02-20 11:24","market":"us","language":"en","title":"Why Palantir Could Have A Disappointing Q1, I'm Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1112381158","media":"Seeking Alpha","summary":"SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and s","content":"<html><head></head><body><h2 id=\"id_2912474220\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.</p></li><li><p>Weak Q4 metrics, including declining RPO growth and sequential billings, raise concerns about Palantir&#39;s Q1 growth.</p></li><li><p>High stock-based compensation, insider selling, and interest-inflating net income, further support my bear thesis.</p></li><li><p>I maintain a short position on Palantir, due to overvaluation, weakening fundamentals, exhausted price action, and a potential Q1 sales miss.</p></li></ul><h2 id=\"id_19907476\">Palantir’s Valuation Is In Another Stratosphere</h2><p>It doesn’t take much research to see Palantir (NASDAQ:PLTR) has a high price to sales multiple. However, I need to briefly detail how expensive Palantir is to properly frame my analysis. The more expensive a stock is, the closer I look for flaws in its business metrics. If Palantir’s stock was trading at a multiple closer to the industry average and its growth rate, I would be more likely to give some weak results a pass.</p><p>With that being said, according to finviz Palantir has the 4th highest price to sales ratio among companies with a market cap above $10 billion. One of the stocks ahead of it, MicroStrategy, doesn’t really count because it is valued based on its Bitcoin reserves. Furthermore, Palantir has the highest price to sales ratio among firms with a market cap above $100 billion. According to finviz, its price to sales ratio is 99.1. The 2nd place firm isn’t even close. Arm Holdings is in 2nd place at just 45.7x sales (less than half Palantir’s multiple).</p><p>It’s exceedingly rare to see a triple digit price to sales ratio on a software stock unless the business is in its early stages, growing sales well over 100%. As you can see below, Y-Charts shows Palantir is at 106.6x sales, which is over 5 times Snowflake’s multiple. Palantir is set to grow sales at 34.8% in 2025 which is only slightly faster than Snowflake’s 28.1% growth rate. Palantir deserves a slight premium to Snowflake, which would give it around a 20x sales multiple, not 106.6.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4092371e63da581471f37be3a5465643\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>When Snowflake used to trade at a triple digit price to sales multiple in late 2020, it was growing way faster than Palantir. In 2021, Snowflake grew sales 123.6%. With that elevated growth rate and a stock correction, the price to sales multiple quickly normalized. Since Palantir likely won’t grow sales that fast in 2025 or in 2026, most of the multiple compression will come from a stock price decline.</p><h3 id=\"id_2606082159\">Weaknesses Within The Q4 Report</h3><p>Palantir stock increased 24% the day after the firm reported its Q4 results. With that backdrop and the current high valuation, you would think the results were perfect. However, they were not. There were two important weak points. Firstly, year-over-year growth in remaining performance obligations (RPO) fell sharply.</p><p>As you can see below, growth had been accelerating from 13% in Q3 2023 to 59% in Q3 2024. In Q4, yearly growth fell sharply to 39%, signaling a potential decline in demand growth which might show up in sales in the future. The 2-year growth stack fell 5% from Q3. Specifically, short-term RPO was more of a weak point. Short-term RPO had 29.7% yearly growth, while long-term RPO growth was 50%. We shall see if this leads to weakness in Q1 sales growth. It’s notable that only 2 positive questions were asked by analysts on the call, so we didn’t get any color on this RPO growth weakness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa2a93387032851e58f4495c8a4b9620\" alt=\"Author&#39;s Calculation\" title=\"Author&#39;s Calculation\" tg-width=\"640\" tg-height=\"314\"/><span>Author&#39;s Calculation</span></p><p>RPO growth wasn’t the only challenging KPI in Palantir’s Q4 report. Billings were down 5% sequentially. That was the weakest growth reading since Q3 2023 when billings fell 9%. If you’re curious, billings had been up 15% in the prior 2 quarters. In the past 4 years, the highest growth was 59% in Q1 2023 and the lowest growth was -24% in Q4 2022. These volatile rates mostly canceled each other out in that time period. The decline in Q4 2024 didn’t have a prior spike to cancel out.</p><h3 id=\"id_466326275\">Q1 Sales Miss Could Be Coming</h3><p>The difference between sales and billings is called the change in contract liabilities. In going back to 2021, I found the change in contract liabilities on average predicted future quarterly sales growth.</p><p>In the excel sheet below, I put a green box around when there was a greater than $10 million increase in contract liabilities and a red box around when there was a decline more than $10 million. The green and red boxes in the 2nd column are one quarter later, since it’s a leading indicator. In the 7 quarters since the start of 2021 with a greater than $10 million increase in contract liabilities, the average subsequent quarterly sales growth rate was 7.14%. In the 4 quarters with a greater than $10 million decline, the average sales growth rate was 4.25%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b977cfc8c177af7e5657e020fe6d671f\" alt=\"Author&#39;s Calculations\" title=\"Author&#39;s Calculations\" tg-width=\"640\" tg-height=\"440\"/><span>Author&#39;s Calculations</span></p><p>The 2 quarters with the biggest declines had among the lowest growth rates afterwards of just 1% and 3%. The quarter with the biggest increase had a 14% growth rate afterwards. These metrics support my thesis that the change in contract liabilities is a leading indicator for quarterly sales growth.</p><p>If Palantir has 4.25% sequential sales growth in Q1, it will miss the consensus of 5.66% growth. Palantir has beaten sales estimates in 7 of the past 8 quarters. A miss would likely catalyze a sharp correction since the price to sales ratio is so high. I would argue the firm needs to beat estimates significantly to justify continued momentum. I believe that’s unlikely based on the weakness in short-term RPO growth and the decline in contract liabilities. I expect sequential sales growth to slow from the 14% growth rate seen in Q4.</p><h3 id=\"id_2552323120\">Stock-Based Compensation Is Too High + SARs</h3><p>I’m very concerned with Palantir’s high stock-based compensation. Furthermore, the stock’s multiple is so high, a buyback won’t be able to offset dilution. For example, if the stock had a 20x sales multiple, which is about 1/5th of the current valuation, a $1 billion buyback would take out about 1.78% of shares outstanding. A $1 billion buyback, at this valuation, would only take out 0.36% of shares outstanding. The firm has $5.2 billion in cash/cash equivalents. It instituted a $1 billion buyback program in 2023. It only repurchased $64 million of shares in 2024.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584c3e6a1a7c96d53e6fd3952c2b73c4\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>As you can see from the chart above, Palantir’s stock-based compensation in the past year was $692 million, which is over double the firm’s EBITDA. To make matters worse, the firm also paid out $116 million in Stock Appreciation Rights (SARs). SARs are paid in cash, but they have a real impact on earnings. These SARs were part of the 2020 employee compensation plan, but grants didn’t start until Q1, 2024. 44,283 out of the 51,620 SARs that have been granted so far were given out in Q1 2024.</p><p>Most were exercised in Q4 2024 because the maximum appreciation for the market-vesting ones was a share price of $70. The 6,437 still outstanding are likely the time-vesting ones. The market-vesting SARs started vesting at $50 per share, which was way above the $17 share price at the start of 2024. They likely vested quicker than the firm anticipated, meaning employees got payouts after doing less work than expected.</p><p>I don’t like paying employees bonuses based on the stock price because short-term stock performance is likely unrelated to any individual’s work performance. They could be working on a project that won’t show results for a long time. I prefer granting shares/options, not cash, to employees if employee-specific metrics are hit. The stock price or market cap are a fine metrics for upper-level management like the CEO &amp; CFO. I want granted shares/options to be locked up and rules preventing using shares/options as collateral to borrow against. This prevents short-termism and cashing out quickly.</p><h3 id=\"id_1639387076\">Interest Gains Are A Huge Part Of Palantir’s Earnings</h3><p>Palantir’s multiple of its trailing net income is stratospheric. The firm had $462.2 million in net income in 2024. With Palantir’s market cap at $283.8 billion, the stock trades at a trailing multiple of 614. To make matters much worse, 42.6% of the firm’s net income came from interest on its large cash pile. There’s nothing wrong with interest, but it doesn’t deserve an earnings multiple. You wouldn’t pay someone $2,000 for a $100 bond yielding 5%. If you take out the interest income, the stock trades at a net income multiple of 1,069 which is easily the highest multiple I’ve ever seen for a large cap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da97b6a301d7e5fee9ad38887f4147f0\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h3 id=\"id_1503584575\">Very High Insider Selling</h3><p>Insiders know the most about a company. I like when a firm has high insider ownership and there has been recent insider buying. I get very worried when I see elevated insider selling. As you can see below, in the past year, the ratio of insider sells to insider buys is about 2.4:1. The ratio of sells to buys in the past 3 months is 2.7:1. Furthermore, the respective ratios for actual shares sold and bought in the past 12 months and 3 months are 2:1 and 1.1:1. This insider selling alone isn’t enough to be bearish, but it fits in nicely with the recent weakness in some metrics and the extremely high valuation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eba4bb86a278cb18ec8df62cfbadadc8\" alt=\"Nasdaq.com\" title=\"Nasdaq.com\" tg-width=\"640\" tg-height=\"373\"/><span>Nasdaq.com</span></p><h3 id=\"id_136151136\">I Am Short Palantir</h3><p>I personally have an elevated short position in Palantir. I have expressed that through shorting shares, not put options because I don’t trade options. I like shorting stocks that are expensive, have weakening fundamentals, and exhausted momentum. According to Seeking Alpha, Palantir stock has a relative strength index (RSI) reading of 81.1 which is near its 1-year high of 84.5. Extremely elevated sentiment can reverse course easily. It doesn’t take a major catalyst to shift momentum. Euphoric rallies are the most vulnerable to corrections. A sales miss in Q1 also could catalyze a decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0aeecfd72f4c5ffe6a4d42cd26635cd\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"360\"/><span>Seeking Alpha</span></p><p>My short has no defined time horizon. I can add or subtract to the short position in the near-term depending on the price action in my portfolio and the stock. I’ll likely at least have some short position for the next few months unless the stock craters. I like that Palantir only has a short interest rate of 3.24%. I will never short a stock with above a 10% short interest to avoid a squeeze.</p><p>I like expressing my skepticism of retail investors’ recent overall market optimism through shorting Palantir. From February 5th to the 11th, Palantir stock had $339.7 million in net retail buying, which was the 3rd highest in the market. Palantir is certainly punching above its market cap weight, with Nvidia and Tesla receiving net buying of $579.1 million and $562.2 million in that same week.</p><h2 id=\"id_2639052185\">How I Could Be Wrong</h2><p>High SARs and stock-based compensation cost money and are dilutive, but they can also attract top talent to work at Palantir. Combined with the rising stock price, prospective employees have a large financial motivation to join the company. Obviously, stock prices are volatile, but it certainly doesn’t hurt to see record high prices constantly reported in the news.</p><p>Stocks with a high valuation can keep that valuation for longer than someone would normally feel comfortable with holding a short. I’m paying 10% interest to hold this short position. Generally, firms don’t maintain triple digit sales multiples for more than a few months. However, there’s nothing stopping Palantir from being an exception. It has already become the 38th largest company in the world. Its ascent has been among the quickest I’ve ever seen in my 17 years of following markets.</p><p>Either the firm could slightly beat its Q1 sales estimates, or a sales miss might not cause the stock to fall as much as I expect it to. One fairly unique aspect to Palantir’s estimates that makes the stock almost impenetrable is that analysts expect sales growth to sharply accelerate from 25.9% in 2026 to 35.4% in 2027. Usually, weak reports impact current year &amp; next year’s estimates, but it’s hard to see what will impact 2027 estimates. If analysts have determined Palantir is the AI SAAS leader, they might stick with this elevated growth rate estimate even if sales modestly disappoint (especially if management maintains a positive tone). After all, we didn’t see any negative earnings revisions after the weak RPO growth and billings decline that I pointed out in this article.<br/></p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Could Have A Disappointing Q1, I'm Short</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\">\nWhy Palantir Could Have A Disappointing Q1, I'm Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4759705-why-palantir-could-have-a-disappointing-q1-i-m-short","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112381158","content_text":"SummaryPalantir's price-to-sales ratio is the highest among companies with a $100 billion or more market cap. Its multiple is 5x that of Snowflake.Weak Q4 metrics, including declining RPO growth and sequential billings, raise concerns about Palantir's Q1 growth.High stock-based compensation, insider selling, and interest-inflating net income, further support my bear thesis.I maintain a short position on Palantir, due to overvaluation, weakening fundamentals, exhausted price action, and a potential Q1 sales miss.Palantir’s Valuation Is In Another StratosphereIt doesn’t take much research to see Palantir (NASDAQ:PLTR) has a high price to sales multiple. However, I need to briefly detail how expensive Palantir is to properly frame my analysis. The more expensive a stock is, the closer I look for flaws in its business metrics. If Palantir’s stock was trading at a multiple closer to the industry average and its growth rate, I would be more likely to give some weak results a pass.With that being said, according to finviz Palantir has the 4th highest price to sales ratio among companies with a market cap above $10 billion. One of the stocks ahead of it, MicroStrategy, doesn’t really count because it is valued based on its Bitcoin reserves. Furthermore, Palantir has the highest price to sales ratio among firms with a market cap above $100 billion. According to finviz, its price to sales ratio is 99.1. The 2nd place firm isn’t even close. Arm Holdings is in 2nd place at just 45.7x sales (less than half Palantir’s multiple).It’s exceedingly rare to see a triple digit price to sales ratio on a software stock unless the business is in its early stages, growing sales well over 100%. As you can see below, Y-Charts shows Palantir is at 106.6x sales, which is over 5 times Snowflake’s multiple. Palantir is set to grow sales at 34.8% in 2025 which is only slightly faster than Snowflake’s 28.1% growth rate. Palantir deserves a slight premium to Snowflake, which would give it around a 20x sales multiple, not 106.6.Data by YChartsWhen Snowflake used to trade at a triple digit price to sales multiple in late 2020, it was growing way faster than Palantir. In 2021, Snowflake grew sales 123.6%. With that elevated growth rate and a stock correction, the price to sales multiple quickly normalized. Since Palantir likely won’t grow sales that fast in 2025 or in 2026, most of the multiple compression will come from a stock price decline.Weaknesses Within The Q4 ReportPalantir stock increased 24% the day after the firm reported its Q4 results. With that backdrop and the current high valuation, you would think the results were perfect. However, they were not. There were two important weak points. Firstly, year-over-year growth in remaining performance obligations (RPO) fell sharply.As you can see below, growth had been accelerating from 13% in Q3 2023 to 59% in Q3 2024. In Q4, yearly growth fell sharply to 39%, signaling a potential decline in demand growth which might show up in sales in the future. The 2-year growth stack fell 5% from Q3. Specifically, short-term RPO was more of a weak point. Short-term RPO had 29.7% yearly growth, while long-term RPO growth was 50%. We shall see if this leads to weakness in Q1 sales growth. It’s notable that only 2 positive questions were asked by analysts on the call, so we didn’t get any color on this RPO growth weakness.Author's CalculationRPO growth wasn’t the only challenging KPI in Palantir’s Q4 report. Billings were down 5% sequentially. That was the weakest growth reading since Q3 2023 when billings fell 9%. If you’re curious, billings had been up 15% in the prior 2 quarters. In the past 4 years, the highest growth was 59% in Q1 2023 and the lowest growth was -24% in Q4 2022. These volatile rates mostly canceled each other out in that time period. The decline in Q4 2024 didn’t have a prior spike to cancel out.Q1 Sales Miss Could Be ComingThe difference between sales and billings is called the change in contract liabilities. In going back to 2021, I found the change in contract liabilities on average predicted future quarterly sales growth.In the excel sheet below, I put a green box around when there was a greater than $10 million increase in contract liabilities and a red box around when there was a decline more than $10 million. The green and red boxes in the 2nd column are one quarter later, since it’s a leading indicator. In the 7 quarters since the start of 2021 with a greater than $10 million increase in contract liabilities, the average subsequent quarterly sales growth rate was 7.14%. In the 4 quarters with a greater than $10 million decline, the average sales growth rate was 4.25%.Author's CalculationsThe 2 quarters with the biggest declines had among the lowest growth rates afterwards of just 1% and 3%. The quarter with the biggest increase had a 14% growth rate afterwards. These metrics support my thesis that the change in contract liabilities is a leading indicator for quarterly sales growth.If Palantir has 4.25% sequential sales growth in Q1, it will miss the consensus of 5.66% growth. Palantir has beaten sales estimates in 7 of the past 8 quarters. A miss would likely catalyze a sharp correction since the price to sales ratio is so high. I would argue the firm needs to beat estimates significantly to justify continued momentum. I believe that’s unlikely based on the weakness in short-term RPO growth and the decline in contract liabilities. I expect sequential sales growth to slow from the 14% growth rate seen in Q4.Stock-Based Compensation Is Too High + SARsI’m very concerned with Palantir’s high stock-based compensation. Furthermore, the stock’s multiple is so high, a buyback won’t be able to offset dilution. For example, if the stock had a 20x sales multiple, which is about 1/5th of the current valuation, a $1 billion buyback would take out about 1.78% of shares outstanding. A $1 billion buyback, at this valuation, would only take out 0.36% of shares outstanding. The firm has $5.2 billion in cash/cash equivalents. It instituted a $1 billion buyback program in 2023. It only repurchased $64 million of shares in 2024.Data by YChartsAs you can see from the chart above, Palantir’s stock-based compensation in the past year was $692 million, which is over double the firm’s EBITDA. To make matters worse, the firm also paid out $116 million in Stock Appreciation Rights (SARs). SARs are paid in cash, but they have a real impact on earnings. These SARs were part of the 2020 employee compensation plan, but grants didn’t start until Q1, 2024. 44,283 out of the 51,620 SARs that have been granted so far were given out in Q1 2024.Most were exercised in Q4 2024 because the maximum appreciation for the market-vesting ones was a share price of $70. The 6,437 still outstanding are likely the time-vesting ones. The market-vesting SARs started vesting at $50 per share, which was way above the $17 share price at the start of 2024. They likely vested quicker than the firm anticipated, meaning employees got payouts after doing less work than expected.I don’t like paying employees bonuses based on the stock price because short-term stock performance is likely unrelated to any individual’s work performance. They could be working on a project that won’t show results for a long time. I prefer granting shares/options, not cash, to employees if employee-specific metrics are hit. The stock price or market cap are a fine metrics for upper-level management like the CEO & CFO. I want granted shares/options to be locked up and rules preventing using shares/options as collateral to borrow against. This prevents short-termism and cashing out quickly.Interest Gains Are A Huge Part Of Palantir’s EarningsPalantir’s multiple of its trailing net income is stratospheric. The firm had $462.2 million in net income in 2024. With Palantir’s market cap at $283.8 billion, the stock trades at a trailing multiple of 614. To make matters much worse, 42.6% of the firm’s net income came from interest on its large cash pile. There’s nothing wrong with interest, but it doesn’t deserve an earnings multiple. You wouldn’t pay someone $2,000 for a $100 bond yielding 5%. If you take out the interest income, the stock trades at a net income multiple of 1,069 which is easily the highest multiple I’ve ever seen for a large cap.Data by YChartsVery High Insider SellingInsiders know the most about a company. I like when a firm has high insider ownership and there has been recent insider buying. I get very worried when I see elevated insider selling. As you can see below, in the past year, the ratio of insider sells to insider buys is about 2.4:1. The ratio of sells to buys in the past 3 months is 2.7:1. Furthermore, the respective ratios for actual shares sold and bought in the past 12 months and 3 months are 2:1 and 1.1:1. This insider selling alone isn’t enough to be bearish, but it fits in nicely with the recent weakness in some metrics and the extremely high valuation.Nasdaq.comI Am Short PalantirI personally have an elevated short position in Palantir. I have expressed that through shorting shares, not put options because I don’t trade options. I like shorting stocks that are expensive, have weakening fundamentals, and exhausted momentum. According to Seeking Alpha, Palantir stock has a relative strength index (RSI) reading of 81.1 which is near its 1-year high of 84.5. Extremely elevated sentiment can reverse course easily. It doesn’t take a major catalyst to shift momentum. Euphoric rallies are the most vulnerable to corrections. A sales miss in Q1 also could catalyze a decline.Seeking AlphaMy short has no defined time horizon. I can add or subtract to the short position in the near-term depending on the price action in my portfolio and the stock. I’ll likely at least have some short position for the next few months unless the stock craters. I like that Palantir only has a short interest rate of 3.24%. I will never short a stock with above a 10% short interest to avoid a squeeze.I like expressing my skepticism of retail investors’ recent overall market optimism through shorting Palantir. From February 5th to the 11th, Palantir stock had $339.7 million in net retail buying, which was the 3rd highest in the market. Palantir is certainly punching above its market cap weight, with Nvidia and Tesla receiving net buying of $579.1 million and $562.2 million in that same week.How I Could Be WrongHigh SARs and stock-based compensation cost money and are dilutive, but they can also attract top talent to work at Palantir. Combined with the rising stock price, prospective employees have a large financial motivation to join the company. Obviously, stock prices are volatile, but it certainly doesn’t hurt to see record high prices constantly reported in the news.Stocks with a high valuation can keep that valuation for longer than someone would normally feel comfortable with holding a short. I’m paying 10% interest to hold this short position. Generally, firms don’t maintain triple digit sales multiples for more than a few months. However, there’s nothing stopping Palantir from being an exception. It has already become the 38th largest company in the world. Its ascent has been among the quickest I’ve ever seen in my 17 years of following markets.Either the firm could slightly beat its Q1 sales estimates, or a sales miss might not cause the stock to fall as much as I expect it to. One fairly unique aspect to Palantir’s estimates that makes the stock almost impenetrable is that analysts expect sales growth to sharply accelerate from 25.9% in 2026 to 35.4% in 2027. Usually, weak reports impact current year & next year’s estimates, but it’s hard to see what will impact 2027 estimates. If analysts have determined Palantir is the AI SAAS leader, they might stick with this elevated growth rate estimate even if sales modestly disappoint (especially if management maintains a positive tone). After all, we didn’t see any negative earnings revisions after the weak RPO growth and billings decline that I pointed out in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316256171249744,"gmtCreate":1718240808332,"gmtModify":1718240812178,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","listText":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","text":"The best broker with most information provider of the market updates including specific stocks. They are timely too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316256171249744","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918429855792,"gmtCreate":1710566337756,"gmtModify":1710567558517,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those are also good stock market trading strategies. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918429855792","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918201147696,"gmtCreate":1710566295636,"gmtModify":1710567558722,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those are good stock market trading strategies too. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918201147696","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284918011740384,"gmtCreate":1710566224738,"gmtModify":1710567558702,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","listText":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","text":"Thanks for sharing. This is not only Dragon Constitution Principle, those good stock market trading strategies. Good summary.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284918011740384","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273579253391624,"gmtCreate":1707829604466,"gmtModify":1707829607180,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","listText":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","text":"Wish all the tiger investors a fortunate and healthy 2024. The three words are: Confidence Luck Food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273579253391624","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956579589,"gmtCreate":1674092634141,"gmtModify":1676538922897,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Is it time to short?","listText":"Is it time to short?","text":"Is it time to short?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956579589","repostId":"1113221271","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047749569,"gmtCreate":1656979988251,"gmtModify":1676535925334,"author":{"id":"4111540469028152","authorId":"4111540469028152","name":"RASing","avatar":"https://community-static.tradeup.com/news/3cddd6aaded2b19dcc10ad69c0417db7","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111540469028152","authorIdStr":"4111540469028152"},"themes":[],"htmlText":"Good analysis but it is risk to short as Micron may buyback heavily. It&nbsp;is an huge opportunity for Micron&nbsp;as against their recent buyback&nbsp;purchase&nbsp;at $71. Also buying back and building their inventory looks to be their strategy based on their Q&amp;A in earnings call. So be careful while shorting","listText":"Good analysis but it is risk to short as Micron may buyback heavily. It&nbsp;is an huge opportunity for Micron&nbsp;as against their recent buyback&nbsp;purchase&nbsp;at $71. Also buying back and building their inventory looks to be their strategy based on their Q&amp;A in earnings call. So be careful while shorting","text":"Good analysis but it is risk to short as Micron may buyback heavily. It is an huge opportunity for Micron as against their recent buyback purchase at $71. Also buying back and building their inventory looks to be their strategy based on their Q&A in earnings call. So be careful while shorting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047749569","repostId":"2248313616","repostType":2,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}