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Muamer Mustafic

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Muamer Mustafic

02:45

Embracing the Trump 2.0 era

Find out more here:Embracing the Trump 2.0 era On January 20, President-elect Donald Trump will officially assume office as the 47th President of the United States.

Embracing the Trump 2.0 era

Muamer Mustafic

02:42

Muamer Mustafic

02:41

Muamer Mustafic

02:40

Great article, would you like to share it?

TSMC Posts Revenue NT$314.24 Billion in October, up 29.2%

Muamer Mustafic

02:39

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US Finalizes $6.6 Billion Chips Award for TSMC Ahead of Trump Return

Muamer Mustafic

02:36

Muamer Mustafic

2024-10-15

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Muamer Mustafic

2024-10-15

Trump Media Stock Jumps Premarket as Election Betting Odds Shift

Muamer Mustafic

2024-10-15

Muamer Mustafic

2024-10-15

$NVIDIA Corp(NVDA)$

Muamer Mustafic

2024-10-15

Muamer Mustafic

2024-09-12

$Berkshire Hathaway(BRK.A)$

Muamer Mustafic

2024-09-12

Muamer Mustafic

2024-09-12

Muamer Mustafic

2024-09-12

Muamer Mustafic

2024-09-12

An Invitation Letter from Tiger Brokers

Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

An Invitation Letter from Tiger Brokers

Muamer Mustafic

2024-09-12

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Palantir Stock: The Hype Train Speeds Ahead, But I'm Not Hopping On

Muamer Mustafic

2024-09-12

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U.S. Stocks To Watch: Nvidia, Oxford Industries, Boeing, Adobe, Kroger, and More

Muamer Mustafic

2024-09-12

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@TigerClub:🎁What the Tigers Say | Tesla +5%: Will the EV Giant Test $230 Again?

Muamer Mustafic

2024-09-12

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Pre-Bell｜Futures Tick Higher Ahead of Jobless Claims Data; Moderna Tumbled 7.7%

Go to Tiger App to see more news

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States.","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396160357126280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396161131172064,"gmtCreate":1737744161140,"gmtModify":1737744167526,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00325\">$BLOKS(00325)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/00325\">$BLOKS(00325)$ </a>&nbsp;","text":"$BLOKS(00325)$","images":[{"img":"https://community-static.tradeup.com/news/5613503925d2ac5b6ce2cbce0d9895d3","width":"720","height":"1367"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396161131172064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396159782977624,"gmtCreate":1737744107562,"gmtModify":1737744113368,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/07b7141e4798e961098ed40188611996","width":"720","height":"1497"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396159782977624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":396161515880920,"gmtCreate":1737744054761,"gmtModify":1737744056796,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396161515880920","repostId":"1159336792","repostType":4,"repost":{"id":"1159336792","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731056826,"share":"https://ttm.financial/m/news/1159336792?lang=&edition=fundamental","pubTime":"2024-11-08 17:07","market":"us","language":"en","title":"TSMC Posts Revenue NT$314.24 Billion in October, up 29.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159336792","media":"Tiger Newspress","summary":"TSMCtoday announced its net revenue for October 2024: On a consolidated basis, revenue for October 2024 was approximately NT$314.24 billion, an increase of 24.8 percent from September 2024 and an increase of 29.2 percent from October 2023. Revenue for January through October 2024 totaled NT$2,340.09 billion, an increase of 31.5 percent compared to the same period in 2023.","content":"<html><head></head><body><p>TSMCtoday announced its net revenue for October 2024: On a consolidated basis, revenue for October 2024 was approximately NT$314.24 billion, an increase of 24.8 percent from September 2024 and an increase of 29.2 percent from October 2023. Revenue for January through October 2024 totaled NT$2,340.09 billion, an increase of 31.5 percent compared to the same period in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00e7e2fbf6a76dac3895df9ec2cb13d0\" title=\"\" tg-width=\"1044\" tg-height=\"278\"/></p><p>TSMC shares gained 2.4% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3ed2ac94c1ac7b13d4b68010d514f9b7\" tg-width=\"818\" tg-height=\"846\"/></p><p></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>TSMC Posts Revenue NT$314.24 Billion in October, up 29.2%</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\">\nTSMC Posts Revenue NT$314.24 Billion in October, up 29.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-08 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMCtoday announced its net revenue for October 2024: On a consolidated basis, revenue for October 2024 was approximately NT$314.24 billion, an increase of 24.8 percent from September 2024 and an increase of 29.2 percent from October 2023. Revenue for January through October 2024 totaled NT$2,340.09 billion, an increase of 31.5 percent compared to the same period in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00e7e2fbf6a76dac3895df9ec2cb13d0\" title=\"\" tg-width=\"1044\" tg-height=\"278\"/></p><p>TSMC shares gained 2.4% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3ed2ac94c1ac7b13d4b68010d514f9b7\" tg-width=\"818\" tg-height=\"846\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159336792","content_text":"TSMCtoday announced its net revenue for October 2024: On a consolidated basis, revenue for October 2024 was approximately NT$314.24 billion, an increase of 24.8 percent from September 2024 and an increase of 29.2 percent from October 2023. Revenue for January through October 2024 totaled NT$2,340.09 billion, an increase of 31.5 percent compared to the same period in 2023.TSMC shares gained 2.4% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396160396706232,"gmtCreate":1737743986836,"gmtModify":1737743990405,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396160396706232","repostId":"2483347973","repostType":4,"repost":{"id":"2483347973","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1731664800,"share":"https://ttm.financial/m/news/2483347973?lang=&edition=fundamental","pubTime":"2024-11-15 18:00","market":"us","language":"en","title":"US Finalizes $6.6 Billion Chips Award for TSMC Ahead of Trump Return","url":"https://stock-news.laohu8.com/highlight/detail?id=2483347973","media":"Reuters","summary":"WASHINGTON, Nov 15 (Reuters) - The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor produ","content":"<html><head></head><body><p>WASHINGTON, Nov 15 (Reuters) - The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co&#39;s U.S. unit for semiconductor production in Phoenix, Arizona.</p><p>The binding contract - after a preliminary agreement announced in April - is the first major award to be completed under the $52.7 billion program created in 2022.</p><p>It comes just weeks before President-elect Donald Trump, who criticized the program, takes office.</p><p>In April, TSMC 2330.TW agreed to expand its planned investment by $25 billion to $65 billion and to add a third Arizona fab by 2030.</p><p>The Taiwanese company will produce the world&#39;s most advanced 2 nanometer technology at its second Arizona fab expected to begin production in 2028. TSMC also agreed to use its most advanced chip manufacturing technology called &#34;A16&#34; in Arizona.</p><p>&#34;When we started this there were a lot of naysayers who said maybe TSMC will do 5 or 6 nanometer in the United States,&#34; Commerce Secretary Gina Raimondo said in an interview. &#34;Actually they are doing their most sophisticated chips in the United States.&#34;</p><p>The TSMC award also includes up to $5 billion in low-cost government loans. Under the agreement, TSMC will receive cash as it meets project milestones. Commerce expects to release at least $1 billion to TSMC by year end, a senior official told reporters.</p><p>TSMC agreed to forgo stock buybacks for five years - subject to some exceptions - and share any excess profits with the U.S. government under an &#34;upside sharing agreement.&#34;</p><p>TSMC CEO C.C. Wei said in a statement the deal &#34;helps us to accelerate the development of the most advanced semiconductor manufacturing technology available in the U.S.”</p><p>Congress in 2022 approved the Chips and Science Act to boost domestic semiconductor output, which Raimondo called essential to getting TSMC and other chips investment. No leading edge chips are currently produced in the United States.</p><p>&#34;It didn&#39;t happen on its own... We had to convince TSMC that they would want to expand,&#34; Raimondo said, adding officials also had to convince American companies to buy U.S. made chips. &#34;The market does not price in national security.&#34;</p><p>Commerce has allocated $36 billion for chips projects including $6.4 billion for Samsung 005930.KS in Texas, $8.5 billion for Intel INTC.O and $6.1 billion for Micron Technology MU.O. Commerce is working to finalize those agreements before Biden leaves office on Jan. 20.</p><p>Reuters reported on Saturday Commerce ordered TSMC to halt shipments of advanced chips to Chinese customers.</p><p>Raimondo did not confirm the department issued a directive to TSMC but said the United States needs to play offense and defense with China.</p><p>&#34;Investing in TSMC to expand here is offense - defense is making sure that neither TSMC nor any other company sells our most sophisticated technology to China and violates our export controls,&#34; Raimondo said, adding she was not saying TSMC had committed any violations.</p><p>&#34;We take national security seriously and we look into every potential problem, whether it&#39;s with companies we subsidize or not,&#34; she added.</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>US Finalizes $6.6 Billion Chips Award for TSMC Ahead of Trump Return</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Finalizes $6.6 Billion Chips Award for TSMC Ahead of Trump Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-15 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Nov 15 (Reuters) - The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co&#39;s U.S. unit for semiconductor production in Phoenix, Arizona.</p><p>The binding contract - after a preliminary agreement announced in April - is the first major award to be completed under the $52.7 billion program created in 2022.</p><p>It comes just weeks before President-elect Donald Trump, who criticized the program, takes office.</p><p>In April, TSMC 2330.TW agreed to expand its planned investment by $25 billion to $65 billion and to add a third Arizona fab by 2030.</p><p>The Taiwanese company will produce the world&#39;s most advanced 2 nanometer technology at its second Arizona fab expected to begin production in 2028. TSMC also agreed to use its most advanced chip manufacturing technology called &#34;A16&#34; in Arizona.</p><p>&#34;When we started this there were a lot of naysayers who said maybe TSMC will do 5 or 6 nanometer in the United States,&#34; Commerce Secretary Gina Raimondo said in an interview. &#34;Actually they are doing their most sophisticated chips in the United States.&#34;</p><p>The TSMC award also includes up to $5 billion in low-cost government loans. Under the agreement, TSMC will receive cash as it meets project milestones. Commerce expects to release at least $1 billion to TSMC by year end, a senior official told reporters.</p><p>TSMC agreed to forgo stock buybacks for five years - subject to some exceptions - and share any excess profits with the U.S. government under an &#34;upside sharing agreement.&#34;</p><p>TSMC CEO C.C. Wei said in a statement the deal &#34;helps us to accelerate the development of the most advanced semiconductor manufacturing technology available in the U.S.”</p><p>Congress in 2022 approved the Chips and Science Act to boost domestic semiconductor output, which Raimondo called essential to getting TSMC and other chips investment. No leading edge chips are currently produced in the United States.</p><p>&#34;It didn&#39;t happen on its own... We had to convince TSMC that they would want to expand,&#34; Raimondo said, adding officials also had to convince American companies to buy U.S. made chips. &#34;The market does not price in national security.&#34;</p><p>Commerce has allocated $36 billion for chips projects including $6.4 billion for Samsung 005930.KS in Texas, $8.5 billion for Intel INTC.O and $6.1 billion for Micron Technology MU.O. Commerce is working to finalize those agreements before Biden leaves office on Jan. 20.</p><p>Reuters reported on Saturday Commerce ordered TSMC to halt shipments of advanced chips to Chinese customers.</p><p>Raimondo did not confirm the department issued a directive to TSMC but said the United States needs to play offense and defense with China.</p><p>&#34;Investing in TSMC to expand here is offense - defense is making sure that neither TSMC nor any other company sells our most sophisticated technology to China and violates our export controls,&#34; Raimondo said, adding she was not saying TSMC had committed any violations.</p><p>&#34;We take national security seriously and we look into every potential problem, whether it&#39;s with companies we subsidize or not,&#34; she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4566":"资本集团","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4575":"芯片概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4535":"淡马锡持仓","BK4527":"明星科技股","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSM":"台积电","BK4579":"人工智能","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4553":"喜马拉雅资本持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4512":"苹果概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4529":"IDC概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241115:nL1N3MM065:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483347973","content_text":"WASHINGTON, Nov 15 (Reuters) - The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor production in Phoenix, Arizona.The binding contract - after a preliminary agreement announced in April - is the first major award to be completed under the $52.7 billion program created in 2022.It comes just weeks before President-elect Donald Trump, who criticized the program, takes office.In April, TSMC 2330.TW agreed to expand its planned investment by $25 billion to $65 billion and to add a third Arizona fab by 2030.The Taiwanese company will produce the world's most advanced 2 nanometer technology at its second Arizona fab expected to begin production in 2028. TSMC also agreed to use its most advanced chip manufacturing technology called \"A16\" in Arizona.\"When we started this there were a lot of naysayers who said maybe TSMC will do 5 or 6 nanometer in the United States,\" Commerce Secretary Gina Raimondo said in an interview. \"Actually they are doing their most sophisticated chips in the United States.\"The TSMC award also includes up to $5 billion in low-cost government loans. Under the agreement, TSMC will receive cash as it meets project milestones. Commerce expects to release at least $1 billion to TSMC by year end, a senior official told reporters.TSMC agreed to forgo stock buybacks for five years - subject to some exceptions - and share any excess profits with the U.S. government under an \"upside sharing agreement.\"TSMC CEO C.C. Wei said in a statement the deal \"helps us to accelerate the development of the most advanced semiconductor manufacturing technology available in the U.S.”Congress in 2022 approved the Chips and Science Act to boost domestic semiconductor output, which Raimondo called essential to getting TSMC and other chips investment. No leading edge chips are currently produced in the United States.\"It didn't happen on its own... We had to convince TSMC that they would want to expand,\" Raimondo said, adding officials also had to convince American companies to buy U.S. made chips. \"The market does not price in national security.\"Commerce has allocated $36 billion for chips projects including $6.4 billion for Samsung 005930.KS in Texas, $8.5 billion for Intel INTC.O and $6.1 billion for Micron Technology MU.O. Commerce is working to finalize those agreements before Biden leaves office on Jan. 20.Reuters reported on Saturday Commerce ordered TSMC to halt shipments of advanced chips to Chinese customers.Raimondo did not confirm the department issued a directive to TSMC but said the United States needs to play offense and defense with China.\"Investing in TSMC to expand here is offense - defense is making sure that neither TSMC nor any other company sells our most sophisticated technology to China and violates our export controls,\" Raimondo said, adding she was not saying TSMC had committed any violations.\"We take national security seriously and we look into every potential problem, whether it's with companies we subsidize or not,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396159906099864,"gmtCreate":1737743761728,"gmtModify":1737743764522,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"&nbsp; 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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360285493739704","repostId":"1184755644","repostType":4,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360285009240296,"gmtCreate":1728979417229,"gmtModify":1728979419618,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360285009240296","repostId":"1136122191","repostType":4,"repost":{"id":"1136122191","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728979311,"share":"https://ttm.financial/m/news/1136122191?lang=&edition=fundamental","pubTime":"2024-10-15 16:01","market":"us","language":"en","title":"Trump Media Stock Jumps Premarket as Election Betting Odds Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=1136122191","media":"Tiger Newspress","summary":" $Trump Media & Technology(DJT)$  rose 4% in premarket trading on Tuesday.Shares ofTrumpMedia closed upmore than 18% on Monday, extending the Truth Social owner’s dramatic recovery from recent stock p","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/DJT\">Trump Media &amp; Technology</a> rose 5% in premarket trading on Tuesday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4314090657106d5eaf59e62cde2d9dd4\" tg-width=\"421\" tg-height=\"389\"/></p><p>Shares of Trump Media closed up more than 18% on Monday, extending the Truth Social owner’s dramatic recovery from recent stock price lows and adding hundreds of millions of dollars to Donald Trump’s on-paper net worth.</p><p style=\"text-align: start;\">The recent DJT surge came as multiple online election betting markets appeared to show betting odds shifting in Trump’s favor, after weeks of tilting toward the Democratic nominee, Vice President Kamala Harris.</p><p style=\"text-align: start;\">Monday’s surge also coincided with Trump Media’s launch of a new site for its TV streaming app, Truth+.</p><p>In the past week, bets on the presidential election outcome hosted by contract market Kalshi and prediction trading platforms Polymarket and PredictIt all showed the odds of a Trump victory growing.</p><p style=\"text-align: start;\">Those online gambling platforms, which are not based on methodologically sound data, shifted despite the latest polls at the national level and in key swing states continuing to show a neck-and-neck race.</p><p style=\"text-align: start;\">Analysts have long suggested that many of Trump Media’s retail investors are fans of the former president, and they are buying and selling the stock as a way to support him or bet on his odds of retaking the White House.</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>Trump Media Stock Jumps Premarket as Election Betting Odds Shift</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\">\nTrump Media Stock Jumps Premarket as Election Betting Odds Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-15 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/DJT\">Trump Media &amp; Technology</a> rose 5% in premarket trading on Tuesday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4314090657106d5eaf59e62cde2d9dd4\" tg-width=\"421\" tg-height=\"389\"/></p><p>Shares of Trump Media closed up more than 18% on Monday, extending the Truth Social owner’s dramatic recovery from recent stock price lows and adding hundreds of millions of dollars to Donald Trump’s on-paper net worth.</p><p style=\"text-align: start;\">The recent DJT surge came as multiple online election betting markets appeared to show betting odds shifting in Trump’s favor, after weeks of tilting toward the Democratic nominee, Vice President Kamala Harris.</p><p style=\"text-align: start;\">Monday’s surge also coincided with Trump Media’s launch of a new site for its TV streaming app, Truth+.</p><p>In the past week, bets on the presidential election outcome hosted by contract market Kalshi and prediction trading platforms Polymarket and PredictIt all showed the odds of a Trump victory growing.</p><p style=\"text-align: start;\">Those online gambling platforms, which are not based on methodologically sound data, shifted despite the latest polls at the national level and in key swing states continuing to show a neck-and-neck race.</p><p style=\"text-align: start;\">Analysts have long suggested that many of Trump Media’s retail investors are fans of the former president, and they are buying and selling the stock as a way to support him or bet on his odds of retaking the White House.</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136122191","content_text":"Trump Media & Technology rose 5% in premarket trading on Tuesday.Shares of Trump Media closed up more than 18% on Monday, extending the Truth Social owner’s dramatic recovery from recent stock price lows and adding hundreds of millions of dollars to Donald Trump’s on-paper net worth.The recent DJT surge came as multiple online election betting markets appeared to show betting odds shifting in Trump’s favor, after weeks of tilting toward the Democratic nominee, Vice President Kamala Harris.Monday’s surge also coincided with Trump Media’s launch of a new site for its TV streaming app, Truth+.In the past week, bets on the presidential election outcome hosted by contract market Kalshi and prediction trading platforms Polymarket and PredictIt all showed the odds of a Trump victory growing.Those online gambling platforms, which are not based on methodologically sound data, shifted despite the latest polls at the national level and in key swing states continuing to show a neck-and-neck race.Analysts have long suggested that many of Trump Media’s retail investors are fans of the former president, and they are buying and selling the stock as a way to support him or bet on his odds of retaking the White House.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360310913372432,"gmtCreate":1728970953513,"gmtModify":1728970955156,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"&nbsp; 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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;","text":"","images":[{"img":"https://community-static.tradeup.com/news/8a44969d92f3c07c96db2d6d7d7a1b5b","width":"720","height":"3010"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348708624896248","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":348708477407328,"gmtCreate":1726152452502,"gmtModify":1726154218902,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"title":"An Invitation Letter from Tiger Brokers","htmlText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9hdS5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L2ZvcmFwcC9yZXdhcmQvY2FtcGFpZ24uaHRtbD91dG1fY2FtcGFpZ249cmV3YXJkJmFkY29kZT1yZXdhcmQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2hhcmVJRD0xYWQ0OWE2MGZiNTM1YzIzODBkYzU1ZGRlZTFlMWU0NiZpbnZpdGU9Vk1PQlRGJmxhbmc9ZW5fQVUmcGxhdGZvcm09YW5kcm9pZCZ1dG1fc291cmNlPWludml0ZQ==\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","listText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9hdS5ldGFzcGhlcmUuY29tL2FjdGl2aXR5L2ZvcmFwcC9yZXdhcmQvY2FtcGFpZ24uaHRtbD91dG1fY2FtcGFpZ249cmV3YXJkJmFkY29kZT1yZXdhcmQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2hhcmVJRD0xYWQ0OWE2MGZiNTM1YzIzODBkYzU1ZGRlZTFlMWU0NiZpbnZpdGU9Vk1PQlRGJmxhbmc9ZW5fQVUmcGxhdGZvcm09YW5kcm9pZCZ1dG1fc291cmNlPWludml0ZQ==\">An Invitation Letter from Tiger Brokers</a> I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","text":"Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348708477407328","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":348708086522056,"gmtCreate":1726152362991,"gmtModify":1726152365152,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348708086522056","repostId":"2466281880","repostType":4,"repost":{"id":"2466281880","kind":"highlight","pubTimestamp":1726124400,"share":"https://ttm.financial/m/news/2466281880?lang=&edition=fundamental","pubTime":"2024-09-12 15:00","market":"us","language":"en","title":"Palantir Stock: The Hype Train Speeds Ahead, But I'm Not Hopping On","url":"https://stock-news.laohu8.com/highlight/detail?id=2466281880","media":"Seeking Alpha","summary":"Palantir is a data analytics and software firm that helps organizations customers interpret/use massive amounts of data. Its services are highly customizable, meaning that they can meet very specific customer needs, which creates loyal customers and product stickiness, and, in turn, a high gross profit margin and solid growth. After all, if a company creates a highly customized, advanced solution for you and you end up incorporating it into your company, it would be a pain to then abandon the so","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is a polarizing stock, with value investors deeming it overpriced and many growth investors believing its growth potential isn&#39;t fully priced in.</p></li><li><p>I recognize the possibility of me underestimating Palantir&#39;s future earnings potential, but I believe too much growth is priced into Palantir stock for easy gains, making it very risky.</p></li><li><p>Stock-based compensation continues to be a drag when assessing the company&#39;s financial metrics and valuation.</p></li><li><p>The recent gains from the S&amp;P 500 inclusion highlight the hype around the stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi\" title=\"Michael Vi\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi</span></p><p>Palantir (NYSE:PLTR) is an extremely divisive stock, with plenty of value investors saying it&#39;s overpriced and some growth investors saying that not enough growth is priced in. I&#39;m taking the first side. I think this data analytics and software stock has gotten a bit ahead of itself for now and that there&#39;s some hype involved, especially with the recent S&amp;P 500 inclusion. Plus, I&#39;m not a fan of the company&#39;s high SBC (stock-based compensation) and its &#34;adjusted&#34; financial metrics, which add back SBC to make the numbers look better.</p><p>Nonetheless, Palantir has proven that it&#39;s a great company with a competitive advantage, and I will talk about some of its positive metrics below. But it&#39;s the high valuation that makes me have to give the stock a Hold rating.</p><h2 id=\"id_567606566\">S&amp;P 500 Inclusion Reaction Proves That PLTR Stock Carries Lots Of Hype</h2><p>Yesterday (September 9), news came out that Palantir will join the S&amp;P 500. Of course, this is good news for the stock, as an inclusion in the index will force index funds to buy it, and it will increase the stock&#39;s liquidity as well.</p><p>Here&#39;s where the hype can be somewhat quantified, though. Palantir wasn&#39;t the only stock that received that news this week. Dell Technologies (DELL) and Erie Indemnity (ERIE) are also set to join the S&amp;P 500. However, DELL and ERIE finished 3.8% higher and 0.6% <em>lower</em>, respectively, after the announcement, while PLTR stock gained over 14%. And it&#39;s not as if this was some sort of huge short squeeze. Palantir only had 3% of its float sold short, as of August 15. So, in my opinion, this just shows the difference in hype level between the stocks.</p><h2 id=\"id_3112688311\">What Makes Palantir So Special?</h2><p>Palantir is a data analytics and software firm that helps organizations customers interpret/use massive amounts of data. Its services are highly customizable, meaning that they can meet very specific customer needs, which creates loyal customers and product stickiness, and, in turn, a high gross profit margin and solid growth. After all, if a company creates a highly customized, advanced solution for you and you end up incorporating it into your company, it would be a pain to then abandon the solution for a new one, and this would come with high switching costs.</p><p>Here&#39;s a quick example. BP p.l.c. (BP) uses a digital twin of its oil production operations to monitor and optimize its operations. Notably, BP has been a customer since 2014, and just yesterday, it &#34;entered a five-year strategic collaboration to introduce new artificial intelligence capabilities with Palantir&#39;s AIP software.&#34;</p><p>Loyal customers are a sign of a good product, and you can quantify that based on Palantir&#39;s net dollar retention rate of 114% for Q2.</p><p>In the company&#39;s Q2 earnings call, Palantir&#39;s CFO, Dave Glazer, stated the following:</p><blockquote><p>&#34;Net dollar retention was 114%, an increase of 300 basis points from last quarter. The increase was driven both by expansions at existing customers and new customers acquired in Q2 of last year. As net dollar retention does not include revenue from new customers that were acquired in the past 12 months, it does not yet fully capture the acceleration in velocity in our US commercial business over the past year.&#34;</p></blockquote><p>This means that Palantir&#39;s existing customers are not only remaining as clients but are also spending 14% more year-over-year. And the 114% figure excludes revenue from new customers, so it&#39;s entirely driven by existing clients increasing their spending.</p><h3 id=\"id_4000511723\">The Customer Acquisition Strategy Is Working Very Well</h3><p>Palantir offers AIP, which stands for Artificial Intelligence Platform. This is Palantir&#39;s AI-driven software platform that allows organizations to use advanced large language models (LLMs) and other AI tools for real-time data analysis and decision-making. From the videos I&#39;ve seen, it seems like a super customized ChatGPT (along with the other AI tools) on steroids that&#39;s integrated with your business.</p><p>For AIP, it offers free AIP Bootcamps. These Bootcamps are hands-on training sessions that quickly help clients understand and implement AIP.</p><p>Once customers see the value in these free bootcamps, they sign deals with Palantir. You can see some examples below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce4b1e7a30bae90933b8a83b23ec21ff\" alt=\"Palantir Customer Acquisition Examples (Palantir&#39;s Investor Presentation)\" title=\"Palantir Customer Acquisition Examples (Palantir&#39;s Investor Presentation)\" tg-width=\"640\" tg-height=\"300\"/><span>Palantir Customer Acquisition Examples (Palantir&#39;s Investor Presentation)</span></p><h3 id=\"id_688498941\">Growth Is Strong As A Result</h3><p>Due to the high importance and quality of its product, Palantir has seen exceptional growth in the past few years, with a 3-year revenue CAGR of 23.1%. Further, revenue growth is expected to come in at 24% for Fiscal 2024 and 20.7% for Fiscal 2025. Notably, its GAAP net income grew from $28.1 million in Q2 2023 to $134.1 million in Q2 2024.</p><h3 id=\"id_1505170237\">Rising Gross Profit Margin Indicates A Competitive Advantage</h3><p>Aside from qualitative factors, the company&#39;s rising gross profit margin suggests that it has a competitive advantage, as it means that competitors aren&#39;t eroding its profitability. Palantir&#39;s gross margin went from 72.2% in Fiscal 2018 to 81.4% for the past 12 months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd93fde2bdf2fd613863d4c0c6272918\" alt=\"Palantir&#39;s Gross Profit Margin (Finbox)\" title=\"Palantir&#39;s Gross Profit Margin (Finbox)\" tg-width=\"543\" tg-height=\"340\"/><span>Palantir&#39;s Gross Profit Margin (Finbox)</span></p><h2 id=\"id_1473036878\">Some Financial Metrics I Don&#39;t Like</h2><p>Although Palantir is solid overall, there are some things I don&#39;t like, including its high stock-based compensation and adjusted financial metrics.</p><p>For the last 12 months, SBC comes in at $514.4 million. This is a large chunk of its $696.4 million in TTM free cash flow (and I&#39;m not talking about its adjusted free cash flow).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/868923f801f47df5981560b2a5d8a007\" alt=\"Palantir&#39;s Stock-Based Compensation (Finbox)\" title=\"Palantir&#39;s Stock-Based Compensation (Finbox)\" tg-width=\"539\" tg-height=\"358\"/><span>Palantir&#39;s Stock-Based Compensation (Finbox)</span></p><p>I, and many other value investors, view SBC as a real expense. Sure, it&#39;s technically not a cash expense, but it dilutes shareholders, and it&#39;s a way of paying employees. If the company didn&#39;t use SBC, it would likely have to pay more in salaries to retain talent, which is then a cash outflow. Thus, many people treat SBC in the same way and subtract it from free cash flow to get a more conservative figure.</p><p>If you do the math, you&#39;ll see that its FCF minus SBC comes out to $182 million. Another interesting thing to point out is that its TTM interest income on its $4 billion cash pile is $171.4 million. Therefore, most of that $182 million figure is from interest income rather than the firm&#39;s operations.</p><p>However, it&#39;s not all bad, as SBC as a percentage of FCF has certainly come down in the past few years (~74% for the past 12 months compared to 242% in Fiscal 2021). It looks like that trend is set to continue, especially since FCF is expected to surge to $881.27 million for the full year, per analyst estimates found on simplywall.st. So this is something that I&#39;ll monitor going forward.</p><p>Now, back to what I don&#39;t like. Below, you can see that Palantir reports adjusted free cash flow, which actually adds $7.35 million in &#34;Cash Paid for Employer Payroll Taxes Related to Stock-Based Compensation&#34; to the figure to boost it. Although it&#39;s not a large amount, the fact that the company is adding back a recurring cash expense to its adjusted free cash flow gives me pause.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9cc6e284447a4a226301da1c237951f0\" alt=\"Palantir&#39;s Adjusted FCF (Palantir&#39;s Investor Presentation)\" title=\"Palantir&#39;s Adjusted FCF (Palantir&#39;s Investor Presentation)\" tg-width=\"640\" tg-height=\"245\"/><span>Palantir&#39;s Adjusted FCF (Palantir&#39;s Investor Presentation)</span></p><p>You can also see the difference in adjusted operating income for Q2 2024 ($253.57 million) compared to regular operating income ($105.34 million). The reason I bring up these metrics is because, again, SBC is a real expense, and my hope is that investors will take a closer look at Palantir&#39;s unadjusted earnings and financial metrics before making investment decisions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/220723e9eeb0231a7e694dc5eeb6ee5c\" alt=\"Palantir&#39;s Adjusted Operating Income (Palantir&#39;s Investor Presentation)\" title=\"Palantir&#39;s Adjusted Operating Income (Palantir&#39;s Investor Presentation)\" tg-width=\"640\" tg-height=\"229\"/><span>Palantir&#39;s Adjusted Operating Income (Palantir&#39;s Investor Presentation)</span></p><h2 id=\"id_3314825111\">The Valuation Prices In Lots of Growth</h2><p>Now, let&#39;s talk about PLTR stock&#39;s valuation, which seems high to me. For the valuation, I&#39;ve used an H-Model valuation calculator that I created. I actually <strong>reverse engineered the inputs</strong> to see how high of a FCF growth rate Palantir would have to experience in order to justify its current share price of around $34.80. So just to be clear, the fair value calculation from the calculator below is <strong>not</strong> my estimate of fair value.</p><p>Allow me to explain how it works (although you can find a more in-depth explanation here). The H-Model starts with FCF/share, which is $0.31, per Finbox. Then, I need a high growth rate for FCF/share. This is the growth rate that will be seen in the first year (I put 59%). I then input how long I think the high growth period will last. I put 30 years because Palantir has many years of growth ahead.</p><p>The model assumes a linear decline in the growth rate, which will gradually drop from 59% to a terminal growth rate of 3% by year 31. The 3% terminal growth rate reflects Palantir&#39;s perpetual growth potential once it matures. I chose 3% because it&#39;s a reasonable growth rate after maturity based on long-term GDP growth. Generally, I use 2.5%, but I use 3% for companies with better growth prospects.</p><p>Regarding the discount rate, I used 11.4%, which was calculated by Finbox using the CAPM model.</p><p>For the PLTR example below, FCF growth would be 59% in year 1, 57.13% in year 2, ~55.27% in year 3, 53.4% in year 4, and steadily downward in this fashion until it reaches exactly 3% in year 31. After that, the growth rate will be 3% per year in perpetuity.</p><p>In short, that&#39;s the type of growth it would take PLTR stock to justify its current valuation, as you can see below. For me, that&#39;s just a bit too optimistic to want to buy the stock. Let&#39;s also not forget that the valuation uses FCF per share, and per-share metrics will be negatively affected by the high stock-based compensation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90a8b0f7852c662dde11362130a958f5\" alt=\"Palantir H-Model Valuation (Author)\" title=\"Palantir H-Model Valuation (Author)\" tg-width=\"322\" tg-height=\"621\"/><span>Palantir H-Model Valuation (Author)</span></p><p>The valuation is obviously very sensitive to the growth rate. If I just change the high growth rate to 45%, which is still very high, the fair value drops to $27.05 per share. This highlights the limited margin of safety in the stock&#39;s valuation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/269604819ecfaf55875b133ac2f80cd9\" alt=\"Palantir H-Model Valuation (Author)\" title=\"Palantir H-Model Valuation (Author)\" tg-width=\"322\" tg-height=\"631\"/><span>Palantir H-Model Valuation (Author)</span></p><h2 id=\"id_212462397\">The Risk In My Thesis: I Could Be Underestimating Palantir&#39;s Growth Potential</h2><p>This week, Bank of America (BAC) analyst Ronald Epstein raised his price target on PLTR stock to $50 from a previous target of $30. The analyst made an important point.</p><p>He stated the following:</p><blockquote><p>&#34;In 1980, AT&amp;T hired a consultancy company to estimate the market size for cell phones by 2000. The study suggested there would only be 900k users. The actual number of mobile subscriptions in 2000 was over 100 million. These early estimates also failed to anticipate the world of apps, streaming, smart devices, and ultimately, how this new product would bring forward the first public trillion-dollar company.</p><p>We view Palantir&#39;s (PLTR) capabilities, technology and path forward facing a similar fundamental misunderstanding. The upcoming S&amp;P 500 inclusion provides a watershed moment for institutional investors to revisit what they &#39;know&#39; about PLTR. We reiterate our Buy rating and raise our PO to $50.&#34;</p></blockquote><p>Therefore, if Palantir is truly in a similar situation as the one mentioned from 1980 and analysts are underestimating its growth potential, then it can truly be undervalued. I&#39;m just not willing to bet on that at the moment.</p><h2 id=\"id_2194374295\">The Takeaway</h2><p>Palantir is an excellent company with a great product and customer acquisition strategy. The highly specialized services it offers create a competitive advantage via high switching costs. This competitive advantage and customer loyalty can be quantified by looking at the firm&#39;s rising gross profit margin, 114% net dollar retention rate, and consistent growth while improving profitability.</p><p>Nonetheless, as shown above, the current valuation is pricing in lots of growth. I&#39;m not saying there&#39;s a 0% chance that the high-growth rate will be reached, and the Bank of America analyst certainly made a good point that the market can be underestimating its growth potential. However, I just find it too risky to bet on a company with such high expectations already baked in.</p><p>Plus, I&#39;m not a fan of the high stock-based compensation, which will negatively impact per-share growth and leaves the company with a relatively low amount of what I call &#34;true&#34; cash flow. Lastly, I believe that investors should consider looking at the company&#39;s unadjusted metrics when analyzing the stock, as they paint a different picture of the company&#39;s profitability.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: The Hype Train Speeds Ahead, But I'm Not Hopping On</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: The Hype Train Speeds Ahead, But I'm Not Hopping On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-12 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720406-palantir-stock-the-hype-train-speeds-ahead-but-im-not-hopping-on><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is a polarizing stock, with value investors deeming it overpriced and many growth investors believing its growth potential isn't fully priced in.I recognize the possibility of me ...</p>\n\n<a href=\"https://seekingalpha.com/article/4720406-palantir-stock-the-hype-train-speeds-ahead-but-im-not-hopping-on\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4550":"红杉资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","BK4547":"WSB热门概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4504":"桥水持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","PLTR":"Palantir Technologies Inc.","BK4201":"综合性石油与天然气企业","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4023":"应用软件","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4515":"5G概念","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"https://seekingalpha.com/article/4720406-palantir-stock-the-hype-train-speeds-ahead-but-im-not-hopping-on","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466281880","content_text":"Palantir is a polarizing stock, with value investors deeming it overpriced and many growth investors believing its growth potential isn't fully priced in.I recognize the possibility of me underestimating Palantir's future earnings potential, but I believe too much growth is priced into Palantir stock for easy gains, making it very risky.Stock-based compensation continues to be a drag when assessing the company's financial metrics and valuation.The recent gains from the S&P 500 inclusion highlight the hype around the stock.Michael ViPalantir (NYSE:PLTR) is an extremely divisive stock, with plenty of value investors saying it's overpriced and some growth investors saying that not enough growth is priced in. I'm taking the first side. I think this data analytics and software stock has gotten a bit ahead of itself for now and that there's some hype involved, especially with the recent S&P 500 inclusion. Plus, I'm not a fan of the company's high SBC (stock-based compensation) and its \"adjusted\" financial metrics, which add back SBC to make the numbers look better.Nonetheless, Palantir has proven that it's a great company with a competitive advantage, and I will talk about some of its positive metrics below. But it's the high valuation that makes me have to give the stock a Hold rating.S&P 500 Inclusion Reaction Proves That PLTR Stock Carries Lots Of HypeYesterday (September 9), news came out that Palantir will join the S&P 500. Of course, this is good news for the stock, as an inclusion in the index will force index funds to buy it, and it will increase the stock's liquidity as well.Here's where the hype can be somewhat quantified, though. Palantir wasn't the only stock that received that news this week. Dell Technologies (DELL) and Erie Indemnity (ERIE) are also set to join the S&P 500. However, DELL and ERIE finished 3.8% higher and 0.6% lower, respectively, after the announcement, while PLTR stock gained over 14%. And it's not as if this was some sort of huge short squeeze. Palantir only had 3% of its float sold short, as of August 15. So, in my opinion, this just shows the difference in hype level between the stocks.What Makes Palantir So Special?Palantir is a data analytics and software firm that helps organizations customers interpret/use massive amounts of data. Its services are highly customizable, meaning that they can meet very specific customer needs, which creates loyal customers and product stickiness, and, in turn, a high gross profit margin and solid growth. After all, if a company creates a highly customized, advanced solution for you and you end up incorporating it into your company, it would be a pain to then abandon the solution for a new one, and this would come with high switching costs.Here's a quick example. BP p.l.c. (BP) uses a digital twin of its oil production operations to monitor and optimize its operations. Notably, BP has been a customer since 2014, and just yesterday, it \"entered a five-year strategic collaboration to introduce new artificial intelligence capabilities with Palantir's AIP software.\"Loyal customers are a sign of a good product, and you can quantify that based on Palantir's net dollar retention rate of 114% for Q2.In the company's Q2 earnings call, Palantir's CFO, Dave Glazer, stated the following:\"Net dollar retention was 114%, an increase of 300 basis points from last quarter. The increase was driven both by expansions at existing customers and new customers acquired in Q2 of last year. As net dollar retention does not include revenue from new customers that were acquired in the past 12 months, it does not yet fully capture the acceleration in velocity in our US commercial business over the past year.\"This means that Palantir's existing customers are not only remaining as clients but are also spending 14% more year-over-year. And the 114% figure excludes revenue from new customers, so it's entirely driven by existing clients increasing their spending.The Customer Acquisition Strategy Is Working Very WellPalantir offers AIP, which stands for Artificial Intelligence Platform. This is Palantir's AI-driven software platform that allows organizations to use advanced large language models (LLMs) and other AI tools for real-time data analysis and decision-making. From the videos I've seen, it seems like a super customized ChatGPT (along with the other AI tools) on steroids that's integrated with your business.For AIP, it offers free AIP Bootcamps. These Bootcamps are hands-on training sessions that quickly help clients understand and implement AIP.Once customers see the value in these free bootcamps, they sign deals with Palantir. You can see some examples below.Palantir Customer Acquisition Examples (Palantir's Investor Presentation)Growth Is Strong As A ResultDue to the high importance and quality of its product, Palantir has seen exceptional growth in the past few years, with a 3-year revenue CAGR of 23.1%. Further, revenue growth is expected to come in at 24% for Fiscal 2024 and 20.7% for Fiscal 2025. Notably, its GAAP net income grew from $28.1 million in Q2 2023 to $134.1 million in Q2 2024.Rising Gross Profit Margin Indicates A Competitive AdvantageAside from qualitative factors, the company's rising gross profit margin suggests that it has a competitive advantage, as it means that competitors aren't eroding its profitability. Palantir's gross margin went from 72.2% in Fiscal 2018 to 81.4% for the past 12 months.Palantir's Gross Profit Margin (Finbox)Some Financial Metrics I Don't LikeAlthough Palantir is solid overall, there are some things I don't like, including its high stock-based compensation and adjusted financial metrics.For the last 12 months, SBC comes in at $514.4 million. This is a large chunk of its $696.4 million in TTM free cash flow (and I'm not talking about its adjusted free cash flow).Palantir's Stock-Based Compensation (Finbox)I, and many other value investors, view SBC as a real expense. Sure, it's technically not a cash expense, but it dilutes shareholders, and it's a way of paying employees. If the company didn't use SBC, it would likely have to pay more in salaries to retain talent, which is then a cash outflow. Thus, many people treat SBC in the same way and subtract it from free cash flow to get a more conservative figure.If you do the math, you'll see that its FCF minus SBC comes out to $182 million. Another interesting thing to point out is that its TTM interest income on its $4 billion cash pile is $171.4 million. Therefore, most of that $182 million figure is from interest income rather than the firm's operations.However, it's not all bad, as SBC as a percentage of FCF has certainly come down in the past few years (~74% for the past 12 months compared to 242% in Fiscal 2021). It looks like that trend is set to continue, especially since FCF is expected to surge to $881.27 million for the full year, per analyst estimates found on simplywall.st. So this is something that I'll monitor going forward.Now, back to what I don't like. Below, you can see that Palantir reports adjusted free cash flow, which actually adds $7.35 million in \"Cash Paid for Employer Payroll Taxes Related to Stock-Based Compensation\" to the figure to boost it. Although it's not a large amount, the fact that the company is adding back a recurring cash expense to its adjusted free cash flow gives me pause.Palantir's Adjusted FCF (Palantir's Investor Presentation)You can also see the difference in adjusted operating income for Q2 2024 ($253.57 million) compared to regular operating income ($105.34 million). The reason I bring up these metrics is because, again, SBC is a real expense, and my hope is that investors will take a closer look at Palantir's unadjusted earnings and financial metrics before making investment decisions.Palantir's Adjusted Operating Income (Palantir's Investor Presentation)The Valuation Prices In Lots of GrowthNow, let's talk about PLTR stock's valuation, which seems high to me. For the valuation, I've used an H-Model valuation calculator that I created. I actually reverse engineered the inputs to see how high of a FCF growth rate Palantir would have to experience in order to justify its current share price of around $34.80. So just to be clear, the fair value calculation from the calculator below is not my estimate of fair value.Allow me to explain how it works (although you can find a more in-depth explanation here). The H-Model starts with FCF/share, which is $0.31, per Finbox. Then, I need a high growth rate for FCF/share. This is the growth rate that will be seen in the first year (I put 59%). I then input how long I think the high growth period will last. I put 30 years because Palantir has many years of growth ahead.The model assumes a linear decline in the growth rate, which will gradually drop from 59% to a terminal growth rate of 3% by year 31. The 3% terminal growth rate reflects Palantir's perpetual growth potential once it matures. I chose 3% because it's a reasonable growth rate after maturity based on long-term GDP growth. Generally, I use 2.5%, but I use 3% for companies with better growth prospects.Regarding the discount rate, I used 11.4%, which was calculated by Finbox using the CAPM model.For the PLTR example below, FCF growth would be 59% in year 1, 57.13% in year 2, ~55.27% in year 3, 53.4% in year 4, and steadily downward in this fashion until it reaches exactly 3% in year 31. After that, the growth rate will be 3% per year in perpetuity.In short, that's the type of growth it would take PLTR stock to justify its current valuation, as you can see below. For me, that's just a bit too optimistic to want to buy the stock. Let's also not forget that the valuation uses FCF per share, and per-share metrics will be negatively affected by the high stock-based compensation.Palantir H-Model Valuation (Author)The valuation is obviously very sensitive to the growth rate. If I just change the high growth rate to 45%, which is still very high, the fair value drops to $27.05 per share. This highlights the limited margin of safety in the stock's valuation.Palantir H-Model Valuation (Author)The Risk In My Thesis: I Could Be Underestimating Palantir's Growth PotentialThis week, Bank of America (BAC) analyst Ronald Epstein raised his price target on PLTR stock to $50 from a previous target of $30. The analyst made an important point.He stated the following:\"In 1980, AT&T hired a consultancy company to estimate the market size for cell phones by 2000. The study suggested there would only be 900k users. The actual number of mobile subscriptions in 2000 was over 100 million. These early estimates also failed to anticipate the world of apps, streaming, smart devices, and ultimately, how this new product would bring forward the first public trillion-dollar company.We view Palantir's (PLTR) capabilities, technology and path forward facing a similar fundamental misunderstanding. The upcoming S&P 500 inclusion provides a watershed moment for institutional investors to revisit what they 'know' about PLTR. We reiterate our Buy rating and raise our PO to $50.\"Therefore, if Palantir is truly in a similar situation as the one mentioned from 1980 and analysts are underestimating its growth potential, then it can truly be undervalued. I'm just not willing to bet on that at the moment.The TakeawayPalantir is an excellent company with a great product and customer acquisition strategy. The highly specialized services it offers create a competitive advantage via high switching costs. This competitive advantage and customer loyalty can be quantified by looking at the firm's rising gross profit margin, 114% net dollar retention rate, and consistent growth while improving profitability.Nonetheless, as shown above, the current valuation is pricing in lots of growth. I'm not saying there's a 0% chance that the high-growth rate will be reached, and the Bank of America analyst certainly made a good point that the market can be underestimating its growth potential. However, I just find it too risky to bet on a company with such high expectations already baked in.Plus, I'm not a fan of the high stock-based compensation, which will negatively impact per-share growth and leaves the company with a relatively low amount of what I call \"true\" cash flow. Lastly, I believe that investors should consider looking at the company's unadjusted metrics when analyzing the stock, as they paint a different picture of the company's profitability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348708373745928,"gmtCreate":1726152343984,"gmtModify":1726152345745,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348708373745928","repostId":"2466223668","repostType":4,"repost":{"id":"2466223668","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726132136,"share":"https://ttm.financial/m/news/2466223668?lang=&edition=fundamental","pubTime":"2024-09-12 17:08","market":"sg","language":"en","title":"U.S. Stocks To Watch: Nvidia, Oxford Industries, Boeing, Adobe, Kroger, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2466223668","media":"Dow Jones","summary":"Stock futures rose Thursday after Wall Street rebounded from an early slide Wednesday following a U.S. monthly core inflation reading that rose unexpectedly. Tech stocks led the charge higher, with the tech-heavy Nasdaq Composite gaining 2.2%.Nvidia was up 0.9% in premarket trading after jumping 8% on Wednesday, the stock's fourth-best percentage gain this year. CEO Jensen Huang on Wednesday discussed the rollout of the company's new Blackwell chip and its customers' return on investment. He said demand was so \"great that delivery of our components and our technology and software is really emotional for people.\". First Solar was the top performer Wednesday in the S&P 500, rising 15%, and was up slightly% in premarket trading. Vice President Kamala Harris's perceived win in her debate Tuesday evening with former President Donald Trump gave First Solar and other green-energy stocks a boost.Boeing was falling 0.2% ahead of a vote Thursday by the aerospace company's workers on a  new labor","content":"<html><head></head><body><p>Stock futures rose Thursday after Wall Street rebounded from an early slide Wednesday following a U.S. monthly core inflation reading that rose unexpectedly. Tech stocks led the charge higher, with the tech-heavy Nasdaq Composite gaining 2.2%.</p><p>These stocks were poised to make moves Thursday:</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  was up 0.9% in premarket trading after jumping 8% on Wednesday, the stock&#39;s fourth-best percentage gain this year. CEO Jensen Huang on Wednesday discussed the rollout of the company&#39;s new Blackwell chip and its customers&#39; return on investment. He said demand was so &#34;great that delivery of our components and our technology and software is really emotional for people.&#34;</p><p> <a href=\"https://laohu8.com/S/FSLR\">First Solar</a>  was the top performer Wednesday in the S&amp;P 500, rising 15%, and was up slightly 0.1% in premarket trading. Vice President Kamala Harris&#39;s perceived win in her debate Tuesday evening with former President Donald Trump gave First Solar and other green-energy stocks a boost.</p><p> <a href=\"https://laohu8.com/S/OXM\">Oxford</a>, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts&#39; estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%.</p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a>  was falling 0.2% ahead of a vote Thursday by the aerospace company&#39;s workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn&#39;t assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.</p><p>Earnings reports are expected Thursday from <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>,  <a href=\"https://laohu8.com/S/KR\">Kroger</a>,  <a href=\"https://laohu8.com/S/RH\">Restoration Hardware</a>, and  <a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a>.</p><p> <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, the software maker, was up 0.6% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday. Grocery giant Kroger, which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Nvidia, Oxford Industries, Boeing, Adobe, Kroger, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks To Watch: Nvidia, Oxford Industries, Boeing, Adobe, Kroger, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-12 17:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures rose Thursday after Wall Street rebounded from an early slide Wednesday following a U.S. monthly core inflation reading that rose unexpectedly. Tech stocks led the charge higher, with the tech-heavy Nasdaq Composite gaining 2.2%.</p><p>These stocks were poised to make moves Thursday:</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  was up 0.9% in premarket trading after jumping 8% on Wednesday, the stock&#39;s fourth-best percentage gain this year. CEO Jensen Huang on Wednesday discussed the rollout of the company&#39;s new Blackwell chip and its customers&#39; return on investment. He said demand was so &#34;great that delivery of our components and our technology and software is really emotional for people.&#34;</p><p> <a href=\"https://laohu8.com/S/FSLR\">First Solar</a>  was the top performer Wednesday in the S&amp;P 500, rising 15%, and was up slightly 0.1% in premarket trading. Vice President Kamala Harris&#39;s perceived win in her debate Tuesday evening with former President Donald Trump gave First Solar and other green-energy stocks a boost.</p><p> <a href=\"https://laohu8.com/S/OXM\">Oxford</a>, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts&#39; estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%.</p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a>  was falling 0.2% ahead of a vote Thursday by the aerospace company&#39;s workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn&#39;t assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.</p><p>Earnings reports are expected Thursday from <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>,  <a href=\"https://laohu8.com/S/KR\">Kroger</a>,  <a href=\"https://laohu8.com/S/RH\">Restoration Hardware</a>, and  <a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a>.</p><p> <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, the software maker, was up 0.6% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday. Grocery giant Kroger, which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4113":"食品零售","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4543":"AI","BK4559":"巴菲特持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4550":"红杉资本持仓","NVDA":"英伟达","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","OXM":"牛津工业","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BA":"波音","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4549":"软银资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4548":"巴美列捷福持仓","BK4202":"服装、服饰与奢侈品","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","FSLR":"第一太阳能","ADBE":"Adobe","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","KR":"克罗格","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4564":"太空概念","BK4554":"元宇宙及AR概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4187":"航天航空与国防","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466223668","content_text":"Stock futures rose Thursday after Wall Street rebounded from an early slide Wednesday following a U.S. monthly core inflation reading that rose unexpectedly. Tech stocks led the charge higher, with the tech-heavy Nasdaq Composite gaining 2.2%.These stocks were poised to make moves Thursday: NVIDIA Corp  was up 0.9% in premarket trading after jumping 8% on Wednesday, the stock's fourth-best percentage gain this year. CEO Jensen Huang on Wednesday discussed the rollout of the company's new Blackwell chip and its customers' return on investment. He said demand was so \"great that delivery of our components and our technology and software is really emotional for people.\" First Solar  was the top performer Wednesday in the S&P 500, rising 15%, and was up slightly 0.1% in premarket trading. Vice President Kamala Harris's perceived win in her debate Tuesday evening with former President Donald Trump gave First Solar and other green-energy stocks a boost. Oxford, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts' estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%. Boeing  was falling 0.2% ahead of a vote Thursday by the aerospace company's workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn't assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.Earnings reports are expected Thursday from Adobe,  Kroger,  Restoration Hardware, and  Signet Jewelers. Adobe, the software maker, was up 0.6% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday. Grocery giant Kroger, which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348707963351176,"gmtCreate":1726152330527,"gmtModify":1726152332393,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348707963351176","repostId":"348278584803328","repostType":1,"repost":{"id":348278584803328,"gmtCreate":1726054513553,"gmtModify":1726057202049,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"🎁What the Tigers Say | Tesla +5%: Will the EV Giant Test $230 Again?","htmlText":"Tesla surged 5% yesterday, confirming that the robotaxi event will take place in LA in a month. The company has opened a lottery for shareholders to win tickets to attend the unveiling in person.With the Robotaxi launch event scheduled for October 10th, do you think Tesla can break through and reach its previous high this month?What is your target price for this rebound?Can Tesla test $230 again and break out?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. <a href=\"https://ttm.financial/U/4180940356587852\">@poppy jk</a>: <a href=\"https://ttm.financial/TW/347800601162056\" target=\"_blank\">Tesla share will rocket to $3xxx per share one d</a>","listText":"Tesla surged 5% yesterday, confirming that the robotaxi event will take place in LA in a month. The company has opened a lottery for shareholders to win tickets to attend the unveiling in person.With the Robotaxi launch event scheduled for October 10th, do you think Tesla can break through and reach its previous high this month?What is your target price for this rebound?Can Tesla test $230 again and break out?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. <a href=\"https://ttm.financial/U/4180940356587852\">@poppy jk</a>: <a href=\"https://ttm.financial/TW/347800601162056\" target=\"_blank\">Tesla share will rocket to $3xxx per share one d</a>","text":"Tesla surged 5% yesterday, confirming that the robotaxi event will take place in LA in a month. The company has opened a lottery for shareholders to win tickets to attend the unveiling in person.With the Robotaxi launch event scheduled for October 10th, do you think Tesla can break through and reach its previous high this month?What is your target price for this rebound?Can Tesla test $230 again and break out?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @poppy jk: Tesla share will rocket to $3xxx per share one d","images":[{"img":"https://community-static.tradeup.com/news/455b00f27e1b18c0ed9c1c3072dc3993","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/17dd5b0bf3f923618c19113c5ef5bb3d","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/e80c2d652bf3b328d17dacebd0fbad21","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348278584803328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348708268122144,"gmtCreate":1726152316619,"gmtModify":1726152318790,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179584576141302","authorIdStr":"4179584576141302"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348708268122144","repostId":"1155255562","repostType":4,"repost":{"id":"1155255562","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1726141627,"share":"https://ttm.financial/m/news/1155255562?lang=&edition=fundamental","pubTime":"2024-09-12 19:47","market":"us","language":"en","title":"Pre-Bell｜Futures Tick Higher Ahead of Jobless Claims Data; Moderna Tumbled 7.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155255562","media":"Tiger Newspress","summary":"Wall Street futures edged higher on Thursday ahead of upcoming economic data in the lead up to the Federal Reserve's likely interest rate cut next week.Market SnapshotS&P 500 E-minis were up 8 points,","content":"<html><head></head><body><p>Wall Street futures edged higher on Thursday ahead of upcoming economic data in the lead up to the Federal Reserve&#39;s likely interest rate cut next week.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>S&amp;P 500 E-minis were up 8 points, or 0.14%, Nasdaq 100 E-minis were up 15.75 points, or 0.08%, Dow E-minis were up 56 points, or 0.14%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/28a08cd77b24fe674bd95f40724b2685\" title=\"\" tg-width=\"479\" tg-height=\"201\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Nvidia</strong> was up 0.86% in premarket trading afterjumping 8%on Wednesday, the stock’s fourth-best percentage gain this year.CEO Jensen Huangon Wednesday discussed the rollout of the company’s new Blackwell chip and its customers’ return on investment. He said demand was so “great that delivery of our components and our technology and software is really emotional for people.”</p><p style=\"text-align: start;\"><strong>Moderna</strong> said it plans to cut research and development spendingby 20% beginning in 2025, pausing a number of drug programs and discontinuing others. The vaccine maker said the cuts would bring it to break-even on an operating cash cost basis in 2028, two years later than the break-even date of 2026 that Moderna had set last November. Shares fell 7.7%.</p><p style=\"text-align: start;\"><strong>Oxford Industries</strong>, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts’ estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%.</p><p><strong>Boeing</strong> was down 0.6% ahead of a vote Thursday by the aerospace company’s workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn’t assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.</p><p style=\"text-align: start;\"><strong>Micron</strong> Technology was down 3.4% to $87.58 after shares of the chip company were downgraded to Underperform from Outperform at Exane BNP Paribas and the price target was reduced to $67 from $140.</p><p style=\"text-align: start;\">Grocery giant <strong>Kroger,</strong> which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons. </p><p style=\"text-align: start;\"><strong>Adobe,</strong> the software maker, was up 0.3% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday.</p><p style=\"text-align: start;\"><strong>Signet Jewelers</strong> rose 15% after topping fiscal second-quarter earnings expectations and saying same-store sales in the current third quarter have turned positive.</p><p style=\"text-align: start;\"><strong>Norfolk Southern</strong>’s board terminated Alan Shaw as the railroad company’s chief executive. “This change in leadership comes in connection with preliminary findings from an ongoing investigation that determined Shaw violated company policies by engaging in a consensual relationship with the company’s chief legal officer,” the company said in a statement. “Shaw’s departure is unrelated to the company’s performance, financial reporting and results of operations.” The stock fell 0.7%.</p><h2 id=\"id_1288056626\">Market News</h2><p><strong>Microsoft to Cut 650 Support Jobs in Xbox Games Unit</strong></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a> said it is cutting 650 jobs in its Xbox unit, the third such layoffs this year as the company tries to rein in costs and integrate its massive $69 billion acquisition of Activision Blizzard Inc.</p><p>The roles to be eliminated are in “mostly corporate and supporting functions,” according to a memo sent to staff by Xbox chief Phil Spencer on Thursday. “No games, devices or experiences are being cancelled and no studios are being closed as part of these adjustments today.”</p><p><strong>Billionaire Isaacman Embarks on Historic Private Space Walk</strong></p><p>Billionaire Jared Isaacman made history on Thursday, exiting a SpaceX capsule to perform the world’s first commercial space walk.</p><p style=\"text-align: start;\">SpaceX engineer Sarah Gillis is expected to leave the Crew Dragon craft after Isaacman returns into the vehicle.</p><p></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>Pre-Bell｜Futures Tick Higher Ahead of Jobless Claims Data; Moderna Tumbled 7.7%</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; 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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\">\nPre-Bell｜Futures Tick Higher Ahead of Jobless Claims Data; Moderna Tumbled 7.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-09-12 19:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street futures edged higher on Thursday ahead of upcoming economic data in the lead up to the Federal Reserve&#39;s likely interest rate cut next week.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>S&amp;P 500 E-minis were up 8 points, or 0.14%, Nasdaq 100 E-minis were up 15.75 points, or 0.08%, Dow E-minis were up 56 points, or 0.14%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/28a08cd77b24fe674bd95f40724b2685\" title=\"\" tg-width=\"479\" tg-height=\"201\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Nvidia</strong> was up 0.86% in premarket trading afterjumping 8%on Wednesday, the stock’s fourth-best percentage gain this year.CEO Jensen Huangon Wednesday discussed the rollout of the company’s new Blackwell chip and its customers’ return on investment. He said demand was so “great that delivery of our components and our technology and software is really emotional for people.”</p><p style=\"text-align: start;\"><strong>Moderna</strong> said it plans to cut research and development spendingby 20% beginning in 2025, pausing a number of drug programs and discontinuing others. The vaccine maker said the cuts would bring it to break-even on an operating cash cost basis in 2028, two years later than the break-even date of 2026 that Moderna had set last November. Shares fell 7.7%.</p><p style=\"text-align: start;\"><strong>Oxford Industries</strong>, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts’ estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%.</p><p><strong>Boeing</strong> was down 0.6% ahead of a vote Thursday by the aerospace company’s workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn’t assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.</p><p style=\"text-align: start;\"><strong>Micron</strong> Technology was down 3.4% to $87.58 after shares of the chip company were downgraded to Underperform from Outperform at Exane BNP Paribas and the price target was reduced to $67 from $140.</p><p style=\"text-align: start;\">Grocery giant <strong>Kroger,</strong> which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons. </p><p style=\"text-align: start;\"><strong>Adobe,</strong> the software maker, was up 0.3% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday.</p><p style=\"text-align: start;\"><strong>Signet Jewelers</strong> rose 15% after topping fiscal second-quarter earnings expectations and saying same-store sales in the current third quarter have turned positive.</p><p style=\"text-align: start;\"><strong>Norfolk Southern</strong>’s board terminated Alan Shaw as the railroad company’s chief executive. “This change in leadership comes in connection with preliminary findings from an ongoing investigation that determined Shaw violated company policies by engaging in a consensual relationship with the company’s chief legal officer,” the company said in a statement. “Shaw’s departure is unrelated to the company’s performance, financial reporting and results of operations.” The stock fell 0.7%.</p><h2 id=\"id_1288056626\">Market News</h2><p><strong>Microsoft to Cut 650 Support Jobs in Xbox Games Unit</strong></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a> said it is cutting 650 jobs in its Xbox unit, the third such layoffs this year as the company tries to rein in costs and integrate its massive $69 billion acquisition of Activision Blizzard Inc.</p><p>The roles to be eliminated are in “mostly corporate and supporting functions,” according to a memo sent to staff by Xbox chief Phil Spencer on Thursday. “No games, devices or experiences are being cancelled and no studios are being closed as part of these adjustments today.”</p><p><strong>Billionaire Isaacman Embarks on Historic Private Space Walk</strong></p><p>Billionaire Jared Isaacman made history on Thursday, exiting a SpaceX capsule to perform the world’s first commercial space walk.</p><p style=\"text-align: start;\">SpaceX engineer Sarah Gillis is expected to leave the Crew Dragon craft after Isaacman returns into the vehicle.</p><p></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":"1155255562","content_text":"Wall Street futures edged higher on Thursday ahead of upcoming economic data in the lead up to the Federal Reserve's likely interest rate cut next week.Market SnapshotS&P 500 E-minis were up 8 points, or 0.14%, Nasdaq 100 E-minis were up 15.75 points, or 0.08%, Dow E-minis were up 56 points, or 0.14%.Pre-Market MoversNvidia was up 0.86% in premarket trading afterjumping 8%on Wednesday, the stock’s fourth-best percentage gain this year.CEO Jensen Huangon Wednesday discussed the rollout of the company’s new Blackwell chip and its customers’ return on investment. He said demand was so “great that delivery of our components and our technology and software is really emotional for people.”Moderna said it plans to cut research and development spendingby 20% beginning in 2025, pausing a number of drug programs and discontinuing others. The vaccine maker said the cuts would bring it to break-even on an operating cash cost basis in 2028, two years later than the break-even date of 2026 that Moderna had set last November. Shares fell 7.7%.Oxford Industries, the owner of brands Tommy Bahama and Lilly Pulitzer, reported second-quarter adjusted earnings that missed analysts’ estimates and cut its fiscal-year outlook. The company said it expects revenue of between $1.51 billion and $1.54 billion for the year, down from prior guidance of $1.59 billion to $1.63 billion. The stock tumbled 10%.Boeing was down 0.6% ahead of a vote Thursday by the aerospace company’s workers on a new labor agreement that could boost average pay by roughly one-third over four years. Passage of the deal isn’t assured. Boeing and the International Association of Machinists and Aerospace Workers announced a tentative agreement on a new four-year labor deal Sunday.Micron Technology was down 3.4% to $87.58 after shares of the chip company were downgraded to Underperform from Outperform at Exane BNP Paribas and the price target was reduced to $67 from $140.Grocery giant Kroger, which will release quarterly earnings before Wall Street opens, rose 0.1% in premarket trading. The company has been fighting in court to defend its $25 billion merger with rival Albertsons. Adobe, the software maker, was up 0.3% ahead of the release of its fiscal third-quarter earnings scheduled for after the closing bell Thursday.Signet Jewelers rose 15% after topping fiscal second-quarter earnings expectations and saying same-store sales in the current third quarter have turned positive.Norfolk Southern’s board terminated Alan Shaw as the railroad company’s chief executive. “This change in leadership comes in connection with preliminary findings from an ongoing investigation that determined Shaw violated company policies by engaging in a consensual relationship with the company’s chief legal officer,” the company said in a statement. “Shaw’s departure is unrelated to the company’s performance, financial reporting and results of operations.” The stock fell 0.7%.Market NewsMicrosoft to Cut 650 Support Jobs in Xbox Games UnitMicrosoft Corp. said it is cutting 650 jobs in its Xbox unit, the third such layoffs this year as the company tries to rein in costs and integrate its massive $69 billion acquisition of Activision Blizzard Inc.The roles to be eliminated are in “mostly corporate and supporting functions,” according to a memo sent to staff by Xbox chief Phil Spencer on Thursday. “No games, devices or experiences are being cancelled and no studios are being closed as part of these adjustments today.”Billionaire Isaacman Embarks on Historic Private Space WalkBillionaire Jared Isaacman made history on Thursday, exiting a SpaceX capsule to perform the world’s first commercial space walk.SpaceX engineer Sarah Gillis is expected to leave the Crew Dragon craft after Isaacman returns into the vehicle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":311768049303616,"gmtCreate":1717140979822,"gmtModify":1717140982706,"author":{"id":"4179584576141302","authorId":"4179584576141302","name":"Muamer Mustafic","avatar":"https://community-static.tradeup.com/news/62ed335fd021e02845b1b2c11773bc30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4179584576141302","idStr":"4179584576141302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TATD.SI\">$Airports of Thailand NVDR(TATD.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TATD.SI\">$Airports of Thailand NVDR(TATD.SI)$ </a>&nbsp;","text":"$Airports of Thailand 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