Mikaelocw personal page - To The Moon

Mikaelocw

Mikaelocw

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2025-07-31

$Innoviz Technologies Ltd.(INVZ)$

2025-01-04

Up

2024-01-26

Achieved

2022-09-03

Woo. Great

2022-08-23

Like pls

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2022-07-13

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2022-07-01

Ok

These 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars in 2022

2022-05-17

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EV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 7%

2022-04-28

$Teladoc Health Inc.(TDOC)$ advise average or sell?

2022-03-15

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Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst

2021-09-15

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Why Is Baozun Stock Falling After Q2 Earnings?

2021-09-11

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2021-09-09

Wait for a dip to enter

UiPath stock falls following earnings beat, outlook hike

2021-09-04

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2021-08-31

Like ya

American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales

2021-08-27

$Baozun(BZUN)$hope

2021-08-27

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2021-08-24

Like and comment. Thanks

Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.

2021-08-16

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Apple shares reached record high at $150.59 in early trading

2021-08-14

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(This column will be updated after the close of trading.)</p><p>They aren&#39;t necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:</p><p><img src=\"https://static.tigerbbs.com/e181fc27093fc1de536a1a45eaca6aa1\" tg-width=\"799\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>The market cap decline for Alphabet Inc. is for the company&#39;s combined Class A <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class C (GOOGL) shares.</p><p>Here are the 10 stocks in the S&amp;P 500 that have fallen the most during 2022 on a percentage basis:</p><p><img src=\"https://static.tigerbbs.com/35f1949871a1ac118556d087dd1716c6\" tg-width=\"800\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and PayPal Holdings Inc. (PYPL) made both lists.</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>These 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars in 2022</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\">\nThese 10 Stocks in the S&P 500 Have Lost 4.1 Trillion Investor Dollars in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-30 22:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest losers of shareholder value have included Apple, Amazon and Microsoft.</p><p>The first half of 2022 is over today, and good riddance for investors: The S&amp;P 500 Index has declined 21.4%.</p><p>Below are two lists of the worst-performing stocks in the S&amp;P 500  this year.</p><p>First, here are the 10 companies whose market capitalizations have dropped the most during 2022, based on early trading on June 30. (This column will be updated after the close of trading.)</p><p>They aren&#39;t necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:</p><p><img src=\"https://static.tigerbbs.com/e181fc27093fc1de536a1a45eaca6aa1\" tg-width=\"799\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>The market cap decline for Alphabet Inc. is for the company&#39;s combined Class A <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class C (GOOGL) shares.</p><p>Here are the 10 stocks in the S&amp;P 500 that have fallen the most during 2022 on a percentage basis:</p><p><img src=\"https://static.tigerbbs.com/35f1949871a1ac118556d087dd1716c6\" tg-width=\"800\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and PayPal Holdings Inc. (PYPL) made both lists.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247368718","content_text":"The biggest losers of shareholder value have included Apple, Amazon and Microsoft.The first half of 2022 is over today, and good riddance for investors: The S&P 500 Index has declined 21.4%.Below are two lists of the worst-performing stocks in the S&P 500  this year.First, here are the 10 companies whose market capitalizations have dropped the most during 2022, based on early trading on June 30. (This column will be updated after the close of trading.)They aren't necessarily the worst performers in the benchmark index on a percentage basis, but the companies are so large that their market values have plunged  the most -- hopefully only paper losses for investors who were patient enough to hold on in a plunging market:The market cap decline for Alphabet Inc. is for the company's combined Class A $(GOOGL)$ and Class C (GOOGL) shares.Here are the 10 stocks in the S&P 500 that have fallen the most during 2022 on a percentage basis:Netflix Inc. $(NFLX)$ and PayPal Holdings Inc. (PYPL) made both lists.","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029800844,"gmtCreate":1652750108488,"gmtModify":1676535154069,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029800844","repostId":"1113708996","repostType":4,"repost":{"id":"1113708996","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":1652711118,"share":"https://ttm.financial/m/news/1113708996?lang=en_US&edition=fundamental","pubTime":"2022-05-16 22:25","market":"us","language":"en","title":"EV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113708996","media":"Tiger Newspress","summary":"EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.","content":"<html><head></head><body><p>EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.<img src=\"https://static.tigerbbs.com/661b5b8f7de9b3c3716e9027e743fae1\" tg-width=\"319\" tg-height=\"276\" width=\"100%\" height=\"auto\"/></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>EV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 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; 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\">\nEV Stocks Surged in Morning Trading, with Faraday Future Jumping Over 30% and Canoo Rising Over 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\">2022-05-16 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.<img src=\"https://static.tigerbbs.com/661b5b8f7de9b3c3716e9027e743fae1\" tg-width=\"319\" tg-height=\"276\" width=\"100%\" height=\"auto\"/></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":"1113708996","content_text":"EV stocks surged in morning trading, with Faraday Future jumping over 30% and Canoo rising over 7%.","news_type":1,"symbols_score_info":{"FFIE":0.9,"GOEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060168063,"gmtCreate":1651109829092,"gmtModify":1676534852219,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;advise average or sell?&nbsp;","text":"$Teladoc Health Inc.(TDOC)$ advise average or sell?","images":[{"img":"https://community-static.tradeup.com/news/51e826de1b5228297165b5827b9775a4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060168063","isVote":1,"tweetType":1,"viewCount":6760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032336969,"gmtCreate":1647274805800,"gmtModify":1676534211082,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032336969","repostId":"1133740908","repostType":4,"repost":{"id":"1133740908","kind":"news","pubTimestamp":1647271806,"share":"https://ttm.financial/m/news/1133740908?lang=en_US&edition=fundamental","pubTime":"2022-03-14 23:30","market":"us","language":"en","title":"Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1133740908","media":"TheStreet","summary":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - ","content":"<html><head></head><body><p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.</p><p>Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.</p><p>The software company first caught the broader market&#39;s attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.</p><p>But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.</p><p><b>Wall Street Is Still Cautious On PLTR, But Some See Upside Ahead</b></p><p>On Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.</p><p>Weiss points out that Palantir&#39;s valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.</p><p>Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.</p><p>More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.</p><p>Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.</p><p>Palantir shares rose more than 9% following Piper Sandler&#39;s “buy” recommendation.</p><p>Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.</p><p><b>Valuation Has Been A Key Sticking Point</b></p><p>During its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.</p><p>One of the biggest factors behind Palantir&#39;s shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.</p><p>But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but <i>accelerate</i> its expected growth.</p><p>In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133740908","content_text":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.The software company first caught the broader market's attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.Wall Street Is Still Cautious On PLTR, But Some See Upside AheadOn Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.Weiss points out that Palantir's valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.Palantir shares rose more than 9% following Piper Sandler's “buy” recommendation.Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.Valuation Has Been A Key Sticking PointDuring its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.One of the biggest factors behind Palantir's shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but accelerate its expected growth.In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":7427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882781987,"gmtCreate":1631720891749,"gmtModify":1676530618891,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882781987","repostId":"2160764195","repostType":2,"repost":{"id":"2160764195","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629376382,"share":"https://ttm.financial/m/news/2160764195?lang=en_US&edition=fundamental","pubTime":"2021-08-19 20:33","market":"hk","language":"en","title":"Why Is Baozun Stock Falling After Q2 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160764195","media":"Benzinga Earnings","summary":"\n","content":"<html><body><ul>\n<li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li>\n<li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li>\n<li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li>\n<li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li>\n<li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li>\n<li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li>\n<li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li>\n<li>It reported Non-GAAP earnings per ADS of $0.31.</li>\n<li>Baozun held $702.3 million in cash and equivalents.</li>\n<li>Baozun also remains vulnerable to China's latest internet industry rules.</li>\n<li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li>\n</ul>\n</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>Why Is Baozun Stock Falling After Q2 Earnings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Baozun Stock Falling After Q2 Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2021-08-19 20:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><ul>\n<li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li>\n<li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li>\n<li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li>\n<li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li>\n<li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li>\n<li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li>\n<li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li>\n<li>It reported Non-GAAP earnings per ADS of $0.31.</li>\n<li>Baozun held $702.3 million in cash and equivalents.</li>\n<li>Baozun also remains vulnerable to China's latest internet industry rules.</li>\n<li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li>\n</ul>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","BZUN":"宝尊电商"},"source_url":"https://www.benzinga.com/news/earnings/21/08/22572045/why-is-baozun-stock-falling-after-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160764195","content_text":"Brand e-commerce service partner Baozun Inc (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.\nDrivers: Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.\nDistribution GMV increased 5.4% Y/Y to RMB1.1 billion.\nThe non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.\nSegments: Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.\nServices revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.\nMargin: The non-GAAP operating margin contracted 170 bps to 7%.\nIt reported Non-GAAP earnings per ADS of $0.31.\nBaozun held $702.3 million in cash and equivalents.\nBaozun also remains vulnerable to China's latest internet industry rules.\nPrice Action: BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.","news_type":1,"symbols_score_info":{"BZUN":1,"QTWO":1}},"isVote":1,"tweetType":1,"viewCount":3204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1676530522872,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881315532","repostId":"1117851011","repostType":4,"isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889155017,"gmtCreate":1631117942139,"gmtModify":1676530474053,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Wait for a dip to enter&nbsp;","listText":"Wait for a dip to enter&nbsp;","text":"Wait for a dip to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889155017","repostId":"2165350329","repostType":4,"repost":{"id":"2165350329","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":1631089500,"share":"https://ttm.financial/m/news/2165350329?lang=en_US&edition=fundamental","pubTime":"2021-09-08 16:25","market":"us","language":"en","title":"UiPath stock falls following earnings beat, outlook hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2165350329","media":"Dow Jones","summary":"UiPath shares fell over 6% in premarket trading Wednesday even as the \"software robots\" provider top","content":"<p><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>&nbsp;shares fell over&nbsp;6%&nbsp;in premarket&nbsp;trading&nbsp;Wednesday&nbsp;even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.</p>\n<p><img src=\"https://static.tigerbbs.com/91ecf2992c12dabbb2844b9c281a4064\" tg-width=\"972\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p>\n<p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> shares dropped 6% in premarket&nbsp;trading&nbsp;Wednesday, following a 1.4% decline in the regular session to close at $62.46&nbsp;Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.</p>\n<p>The company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.</p>\n<p>Revenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p>\n<p>Analysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.</p>\n<p>Read: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion</p>\n<p>UiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.</p>\n<p>For the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.</p>\n<p>UiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.</p>","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>UiPath stock falls following earnings beat, outlook hike</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\">\nUiPath stock falls following earnings beat, outlook hike\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\">2021-09-08 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b>&nbsp;shares fell over&nbsp;6%&nbsp;in premarket&nbsp;trading&nbsp;Wednesday&nbsp;even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.</p>\n<p><img src=\"https://static.tigerbbs.com/91ecf2992c12dabbb2844b9c281a4064\" tg-width=\"972\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p>\n<p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> shares dropped 6% in premarket&nbsp;trading&nbsp;Wednesday, following a 1.4% decline in the regular session to close at $62.46&nbsp;Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.</p>\n<p>The company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.</p>\n<p>Revenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p>\n<p>Analysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.</p>\n<p>Read: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion</p>\n<p>UiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.</p>\n<p>For the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.</p>\n<p>UiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165350329","content_text":"UiPath shares fell over 6% in premarket trading Wednesday even as the \"software robots\" provider topped Wall Street estimates and raised its outlook for the year.\n\nUiPath $(PATH.UK)$ shares dropped 6% in premarket trading Wednesday, following a 1.4% decline in the regular session to close at $62.46 Tuesday. Following UiPath's first earnings report as a public company about three months ago, shares fell the next day.\nThe company reported a second-quarter loss of $100 million, or 19 cents a share, versus net income of $5 million in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were a penny a share, compared with 3 cents a share in the year-ago period.\nRevenue rose to $195.5 million from $139.4 million in the year-ago quarter. The company's annualized renewal run rate, or ARR, rose 60% to $726.5 million from a year ago. ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.\nAnalysts surveyed by FactSet had forecast a loss of 5 cents a share on revenue of $184.3 million and an ARR of $703.8 million, based on UiPath's forecast revenue of $180 million to $185 million and ARR of $702 million to $704 million for the second quarter.\nRead: UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion\nUiPath forecast revenue of $207 million to $209 million and ARR of $796 million to $798 million for the third quarter, while analysts expect revenue of $205.8 million and ARR of $776.8 million.\nFor the year, UiPath expects ARR between $876 million and $881 million, up from a previous forecast of $850 million to $855 million. Analysts estimate $854.8 million.\nUiPath's stock made its debut on the New York Stock Exchange back in April. As of Tuesday's close, shares are about 12% above their IPO price of $56 a share.","news_type":1,"symbols_score_info":{"PATH":0.9}},"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815596822,"gmtCreate":1630686431466,"gmtModify":1676530377508,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815596822","repostId":"1198573200","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818288635,"gmtCreate":1630413825127,"gmtModify":1676530296258,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like ya","listText":"Like ya","text":"Like ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818288635","repostId":"2163859427","repostType":4,"repost":{"id":"2163859427","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":1630410420,"share":"https://ttm.financial/m/news/2163859427?lang=en_US&edition=fundamental","pubTime":"2021-08-31 19:47","market":"us","language":"en","title":"American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2163859427","media":"Dow Jones","summary":"MW American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales\nAmeric","content":"<p>MW American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales</p>\n<p>American Woodmark Corp. <a href=\"https://laohu8.com/S/AMWD\">$(AMWD)$</a> reported Tuesday fiscal first-quarter profit and sales that missed expectations, as \"significant pricing actions\" weren't implemented in time to offset increasing inflationary pressures. The cabinet maker's stock was still inactive in premarket trading. Net income fell to $3.0 million, or 18 cents a share, from $16.1 million, or 94 cents a share, in the year ago period. Excluding nonrecurring items, adjusted earnings per share fell to 70 cents from $1.63, below the FactSet consensus of $1.48. Sales dropped 13.5% to $442.6 million, missing the FactSet consensus of $461.3 million. Cost of sales increased 25.3% to $389.1 million, lowering gross margin to 12.1% from 20.4%. \"Although we have and are also in the process of implementing significant pricing actions due to the increasing inflationary pressures we are facing, we only realized approximately $3 million of impact in the first quarter of fiscal 2022,\" said Chief Executive Scott Culbreth. \"Assuming our current sales level, we expect the impact of confirmed pricing actions to increase in the second half of fiscal 2022 to over $25 million per quarter.\" The stock has shed 14.3% year to date, while the S&amp;P 500 has gained 20.6%.</p>","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>American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales</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\">\nAmerican Woodmark misses profit expectations, as sales growth lagged rise in cost of sales\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\">2021-08-31 19:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales</p>\n<p>American Woodmark Corp. <a href=\"https://laohu8.com/S/AMWD\">$(AMWD)$</a> reported Tuesday fiscal first-quarter profit and sales that missed expectations, as \"significant pricing actions\" weren't implemented in time to offset increasing inflationary pressures. The cabinet maker's stock was still inactive in premarket trading. Net income fell to $3.0 million, or 18 cents a share, from $16.1 million, or 94 cents a share, in the year ago period. Excluding nonrecurring items, adjusted earnings per share fell to 70 cents from $1.63, below the FactSet consensus of $1.48. Sales dropped 13.5% to $442.6 million, missing the FactSet consensus of $461.3 million. Cost of sales increased 25.3% to $389.1 million, lowering gross margin to 12.1% from 20.4%. \"Although we have and are also in the process of implementing significant pricing actions due to the increasing inflationary pressures we are facing, we only realized approximately $3 million of impact in the first quarter of fiscal 2022,\" said Chief Executive Scott Culbreth. \"Assuming our current sales level, we expect the impact of confirmed pricing actions to increase in the second half of fiscal 2022 to over $25 million per quarter.\" The stock has shed 14.3% year to date, while the S&amp;P 500 has gained 20.6%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMWD":"美国伍德马克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163859427","content_text":"MW American Woodmark misses profit expectations, as sales growth lagged rise in cost of sales\nAmerican Woodmark Corp. $(AMWD)$ reported Tuesday fiscal first-quarter profit and sales that missed expectations, as \"significant pricing actions\" weren't implemented in time to offset increasing inflationary pressures. The cabinet maker's stock was still inactive in premarket trading. Net income fell to $3.0 million, or 18 cents a share, from $16.1 million, or 94 cents a share, in the year ago period. Excluding nonrecurring items, adjusted earnings per share fell to 70 cents from $1.63, below the FactSet consensus of $1.48. Sales dropped 13.5% to $442.6 million, missing the FactSet consensus of $461.3 million. Cost of sales increased 25.3% to $389.1 million, lowering gross margin to 12.1% from 20.4%. \"Although we have and are also in the process of implementing significant pricing actions due to the increasing inflationary pressures we are facing, we only realized approximately $3 million of impact in the first quarter of fiscal 2022,\" said Chief Executive Scott Culbreth. \"Assuming our current sales level, we expect the impact of confirmed pricing actions to increase in the second half of fiscal 2022 to over $25 million per quarter.\" The stock has shed 14.3% year to date, while the S&P 500 has gained 20.6%.","news_type":1,"symbols_score_info":{"AMWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819921427,"gmtCreate":1630028680069,"gmtModify":1676530204046,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>hope","listText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>hope","text":"$Baozun(BZUN)$hope","images":[{"img":"https://static.tigerbbs.com/df372bb69c5c7040d985a0e9fc0f9119","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819921427","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819923024,"gmtCreate":1630028575468,"gmtModify":1676530204005,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819923024","repostId":"2162090400","repostType":4,"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835709232,"gmtCreate":1629737421626,"gmtModify":1676530117514,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://ttm.financial/m/news/1179203616?lang=en_US&edition=fundamental","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p>","source":"lsy1601382232898","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 Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839131860,"gmtCreate":1629125626550,"gmtModify":1676529940088,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839131860","repostId":"1137961734","repostType":4,"repost":{"id":"1137961734","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":1629122094,"share":"https://ttm.financial/m/news/1137961734?lang=en_US&edition=fundamental","pubTime":"2021-08-16 21:54","market":"other","language":"en","title":"Apple shares reached record high at $150.59 in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137961734","media":"Tiger Newspress","summary":"(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.","content":"<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>","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>Apple shares reached record high at $150.59 in early trading</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\">\nApple shares reached record high at $150.59 in early trading\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\">2021-08-16 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137961734","content_text":"(Aug 16) Apple shares reached record high at $150.59 in early trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1676529888506,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897176233","repostId":"2159910213","repostType":4,"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835709232,"gmtCreate":1629737421626,"gmtModify":1676530117514,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://ttm.financial/m/news/1179203616?lang=en_US&edition=fundamental","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p>","source":"lsy1601382232898","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 Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184240053,"gmtCreate":1623716960172,"gmtModify":1704209306903,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment please. Will reply&nbsp;","listText":"Like and comment please. Will reply&nbsp;","text":"Like and comment please. Will reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/184240053","repostId":"2143738496","repostType":4,"repost":{"id":"2143738496","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":1623713480,"share":"https://ttm.financial/m/news/2143738496?lang=en_US&edition=fundamental","pubTime":"2021-06-15 07:31","market":"us","language":"en","title":"AMC jumped more than 15%, other 'meme stocks' mixed","url":"https://stock-news.laohu8.com/highlight/detail?id=2143738496","media":"Reuters","summary":"June 14  - Shares of AMC Entertainment Holdings shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies ","content":"<p>June 14 (Reuters) - Shares of AMC Entertainment Holdings&nbsp;shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.</p>\n<p>AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.</p>\n<p>Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.</p>\n<p>Billionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.</p>\n<p>\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.</p>\n<p>GameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.</p>\n<p>AMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.</p>\n<p>Investors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. </p>\n<p>The company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.</p>\n<p>Meanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.</p>","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>AMC jumped more than 15%, other 'meme stocks' mixed</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\">\nAMC jumped more than 15%, other 'meme stocks' mixed\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\">2021-06-15 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 14 (Reuters) - Shares of AMC Entertainment Holdings&nbsp;shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.</p>\n<p>AMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.</p>\n<p>Rallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.</p>\n<p>Billionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.</p>\n<p>\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.</p>\n<p>GameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.</p>\n<p>AMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.</p>\n<p>Investors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. </p>\n<p>The company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.</p>\n<p>Meanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc.","GME":"游戏驿站","CLOV":"Clover Health Corp","GEO":"GEO惩教集团","AMC":"AMC院线","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143738496","content_text":"June 14 (Reuters) - Shares of AMC Entertainment Holdings shot higher on Monday, setting the stage for another week of roller-coaster trading in shares of the theater chain operator and other retail investor favorites.\nAMC’s shares were recently up 15.38% at around $57 after edging 3% higher last week. The company said in a filing last week that over 80% of its shares were held by retail investors.\nRallies in AMC and video game retailer GameStop, as well as a fresh crop of so-called meme stocks - companies popular with retail investors congregating on forums such as Reddit’s WallStreetBets - have breathed fresh life into a frenzy that first garnered widespread attention in January, when an unwind of bearish bets helped send GameStop’s shares up more than 1,600% that month.\nBillionaire investor Paul Tudor Jones of Tudor Investment Corp told CNBC on Monday that the “craziest mix of fiscal and monetary policy” has helped fuel the blistering rallies in some meme stocks as well as other assets, such as special purpose acquisition companies, or SPACs.\n\"Things are absolutely bat-s crazy and at some point you have to say, 'slow down, let's get back in the lanes and we'll drive like we used to,\" Tudor Jones said on CNBC.\nGameStop’s shares were recently down nearly 2% but are up 1,100% this year, while AMC’s have risen around 2,589%.\nAMC options volume was brisk, with 630,000 contracts traded by 11:40 a.m. (1540 GMT), Trade Alert data showed. Options that expire on Friday made up nearly 40% of the trading, with call options that make money if AMC shares rise north of $55, $60 and $70 trading in heavy volume.\nInvestors were also focused on vaccine developers, with shares of Novovax experiencing sharp swings after the company reported late-stage data from a U.S.-based clinical trial showing its vaccine was more than 90% effective against COVID-19 across a variety of variants of the virus. \nThe company’s shares had reversed early gains and were recently down about 1% at $207.71 after approaching $230 earlier in the session.\nMeanwhile, shares of gaming equipment maker Corsair Gaming Inc jumped by 11%. The company - which has a short interest of 18.25% of free float, according to Refinitiv data - was the top trending stock on Stocktwits earlier on Monday, with a 26.9% jump in message volume.","news_type":1,"symbols_score_info":{"AMC":0.9,"CRSR":0.9,"GME":0.9,"NVAX":0.9,"GEO":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576220386239608","authorId":"3576220386239608","name":"TTH4Legs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3576220386239608","idStr":"3576220386239608"},"content":"Done. pls reply","text":"Done. pls reply","html":"Done. pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1676530522872,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881315532","repostId":"1117851011","repostType":4,"isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141430965,"gmtCreate":1625884087157,"gmtModify":1703750405466,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141430965","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","kind":"news","pubTimestamp":1625875523,"share":"https://ttm.financial/m/news/1195812364?lang=en_US&edition=fundamental","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STVN":"Stevanato Group S.p.A.","FXLV":"F45 Training Holdings Inc.",".DJI":"道琼斯","SERA":"Sera Prognostics, Inc.",".SPX":"S&P 500 Index","BRDG":"Bridge Investment Group Holdings Inc.","BLND":"Blend Labs, Inc.","PECO":"Phillips Edison & Company, Inc.","SGHT":"Sight Sciences, Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"SERA":0.9,".IXIC":0.9,"BRDG":0.9,"STVN":0.9,".SPX":0.9,"FXLV":0.9,"MCG":0.9,"BLND":0.9,"PECO":0.9,".DJI":0.9,"SGHT":0.9}},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809366451,"gmtCreate":1627348662773,"gmtModify":1703488054860,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls......","listText":"Like pls......","text":"Like pls......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809366451","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://ttm.financial/m/news/1153028059?lang=en_US&edition=fundamental","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p>","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>Tesla sales surge 98%; company boosts margins on its less-costly electric cars</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\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032336969,"gmtCreate":1647274805800,"gmtModify":1676534211082,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032336969","repostId":"1133740908","repostType":4,"repost":{"id":"1133740908","kind":"news","pubTimestamp":1647271806,"share":"https://ttm.financial/m/news/1133740908?lang=en_US&edition=fundamental","pubTime":"2022-03-14 23:30","market":"us","language":"en","title":"Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1133740908","media":"TheStreet","summary":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - ","content":"<html><head></head><body><p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.</p><p>Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.</p><p>The software company first caught the broader market&#39;s attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.</p><p>But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.</p><p><b>Wall Street Is Still Cautious On PLTR, But Some See Upside Ahead</b></p><p>On Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.</p><p>Weiss points out that Palantir&#39;s valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.</p><p>Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.</p><p>More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.</p><p>Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.</p><p>Palantir shares rose more than 9% following Piper Sandler&#39;s “buy” recommendation.</p><p>Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.</p><p><b>Valuation Has Been A Key Sticking Point</b></p><p>During its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.</p><p>One of the biggest factors behind Palantir&#39;s shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.</p><p>But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but <i>accelerate</i> its expected growth.</p><p>In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Wall Street Says Federal Cyber Can Be Short-Term Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/palantir-stock-wall-street-says-federal-cyber-can-be-short-term-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133740908","content_text":"A tremendously popular stock among retail investors, Palantir - a data-analytics software company - has been in freefall since the beginning of the year. But experts see upside ahead.Palantir shares have taken an absolute beating since November of last year. Like many other growth-heavy tech stocks, Palantir has been hard hit by unfavorable macroeconomic conditions, which have caused investors to draw away from riskier positions.The software company first caught the broader market's attention after soaring 230% in the months following its IPO in October of 2020. But now Palantir shares sit only 26% above their IPO price.But despite the bearishness surrounding Palantir (which was only strengthened after the company reported Q4 earnings below market expectations), Wall Street still sees upside in the company. Several analysts see the possibility of elevated federal cyber attacks being a short-term catalyst.Wall Street Is Still Cautious On PLTR, But Some See Upside AheadOn Monday, March 7th, Palantir stock received a rating upgrade from Morgan Stanley analyst Keith Weiss. Weiss boosted his rating on the stock to “equal weight” up from “underweight.” He assigned PLTR a $16 price target, which suggests a 37% upside based on the current share price of $11.65.Weiss points out that Palantir's valuation has reached its lowest level since the company went public in 2020, and he sees an opportunity to buy the dip. He also stated that the potential slowdown of its commercial business and its unsustainable operating margin both seem to be priced into the current value of its shares, meaning further downside could be limited.Investors cheered the upgrade, and PTRL shares rose about 6% during their Monday trading session.More good news quickly followed. On March 8, Piper Sandler analyst Weston Twigginitiatedhis coverage of Palantir, assigning the company an “overweight” rating and a $15 price target - that implies an upside of 28% based on the current share price. Twigg says that the Russian invasion of Ukraine may accelerate the adoption of Palantir cyber products, which is of course bullish news for the stock.Furthermore, Twigg believes that the company should beat its annual revenue growth guidance of 30% by 2025 - he says the company’s ecosystem offers powerful IT solutions and sees strong demand from large institutions ahead.Palantir shares rose more than 9% following Piper Sandler's “buy” recommendation.Wedbush analyst Dan Ives also sees Palantir as a near-term beneficiary of federal cyber security sector tailwinds, which have been spurred by Russia’s invasion and the accompanying threat of increased cyber attacks.Valuation Has Been A Key Sticking PointDuring its Q4 earnings, Palantir reported mixed results that did not please investors, but the results were far from terrible. The company demonstrated that it continues to be a strong revenue generator and is making strategic investments aimed at making its business profitable in the near future. Still, plenty of skepticism is hanging in the air.One of the biggest factors behind Palantir's shares’ plummeting is undoubtedly the company’s stretched valuation. The company currently trades at a price-to-earnings (P/E) ratio of 83x - that’s considerably higher than its industry average of 19x. With the market already pricing in expected annual revenue growth of 30% by 2025, many investors see PLTR shares’ multiples as too rich.But in the long term, we believe Palantir can justify its high multiples. The company has been focusing on expanding its commercial business and its Foundry platform, both of which will help Palantir not only maintain but accelerate its expected growth.In the short term, high volatility will probably continue to haunt Palantir. But with shares trading at a 60% discount from their historic peak in January 2021, the very worst may already be over.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":7427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1676529888506,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897176233","repostId":"2159910213","repostType":4,"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892035041,"gmtCreate":1628609894883,"gmtModify":1676529797584,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892035041","repostId":"1132796864","repostType":4,"repost":{"id":"1132796864","kind":"news","pubTimestamp":1628608992,"share":"https://ttm.financial/m/news/1132796864?lang=en_US&edition=fundamental","pubTime":"2021-08-10 23:23","market":"us","language":"en","title":"Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1132796864","media":"Benzinga","summary":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from hi","content":"<div>\n<p>Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus</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\">\nCoinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132796864","content_text":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.\nRedfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.\nThe executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.\nAblog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.\n“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.\nNow, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.\nPrice Action:Coinbase shares were trading 5.16% lower, at $2650.47 at press time.\nShares of the crypto exchange moved in tandem with crypto markets that reached $1.9 trillion for the first time since prices crashed in May.\nAt press time, the market-leading cryptocurrency Bitcoin(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141413634,"gmtCreate":1625884715228,"gmtModify":1703750423840,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"What are the enter price? Like pls","listText":"What are the enter price? Like pls","text":"What are the enter price? Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141413634","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","kind":"news","pubTimestamp":1625878443,"share":"https://ttm.financial/m/news/1145284684?lang=en_US&edition=fundamental","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p>\n<ul>\n <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>\n <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>\n <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>\n <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p>\n<p>Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p>\n<p>While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p>\n<p>To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p>\n<p>Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p>\n<p>Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p>\n<p><b>Expanding Capacity</b></p>\n<p><b>Leading Edge Nodes</b></p>\n<p>TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p>\n<p>In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p>\n<blockquote>\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n</blockquote>\n<p>TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p>\n<p>Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p>\n<p><b>28nm Nodes</b></p>\n<p>The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p>\n<p>As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p>\n<p>A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p>\n<p>There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p>\n<p>On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p>\n<p>TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p>\n<p>UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p>\n<p>The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p>\n<p>UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p>\n<p><b>Price Per Wafer</b></p>\n<p>Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p>\n<p>Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p>\n<p>Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p>\n<p><b>Customer Base</b></p>\n<p>Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p>\n<p>TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p>\n<p>Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p>\n<p>Thus, investors must consider that:</p>\n<p>Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p>\n<p>Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p>\n<p>UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p>\n<p>In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p>\n<p><b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p>\n<p>Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p>\n<p><b>TSMC Positives</b></p>\n<p>TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p>\n<p>TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p>\n<ul>\n <li><p>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p></li>\n <li><p>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p></li>\n <li><p>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p></li>\n <li><p>TSMC has a higher EPS (3.99) than UMC (0.59).</p></li>\n</ul>\n<p>Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p>\n<p><img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p>\n<p><b>UMC Positives</b></p>\n<p>The comparison of other financial metrics, UMC has stronger financials:</p>\n<ul>\n <li><p>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p></li>\n <li><p>UMC has less debt than TSM: $2.47B vs $15.4B.</p></li>\n <li><p>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p></li>\n</ul>\n<p>Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p>\n<p><img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p>\n<p>TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</p>","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>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?</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\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","UMC":"联电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1,"symbols_score_info":{"TSM":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819923024,"gmtCreate":1630028575468,"gmtModify":1676530204005,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819923024","repostId":"2162090400","repostType":4,"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}