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2025-11-04

$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!

2024-08-31

Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.

Sorry, the original content has been removed

2024-11-13

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

2024-11-05

"Hold" for more to come

Palantir Stock Soared on Results, Hitting New Highs

2024-11-06

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

01-22

I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!

2025-02-25

Good news for opportunists

2022-01-18

In order for us to show that we believe in yourcompany, your price needs to go down first 🤭

Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln

2022-09-22

Alright

S&P 500 Opens Flat Following Wednesday’s Post-Fed Rout

2023-09-03

Alright

4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip

Go to Tiger App to see more news

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(SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.The decline followed Bofa Global...","content":"<p>SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.</p><p>The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.</p>","source":"ai_movement_en","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>Stock Track | SoFi Technologies Plummets 5.02% Intraday After Bofa Global Research Issues Underperform Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | SoFi Technologies Plummets 5.02% Intraday After Bofa Global Research Issues Underperform Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-06 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.</p><p>The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138812611","content_text":"SoFi Technologies Inc. (SOFI) saw its shares plummet by 5.02% during intraday trading on Tuesday, reflecting significant investor reaction to recent analyst coverage.The decline followed Bofa Global Research resuming coverage of SoFi with an \"Underperform\" rating and a price objective of $20.5, signaling caution to investors about the stock's near-term prospects.","news_type":1,"symbols_score_info":{"SOFI":1}},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496324123418816,"gmtCreate":1762195402708,"gmtModify":1762227582037,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","text":"$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!","images":[{"img":"https://community-static.tradeup.com/news/a1829c6a0fb2cd88a5799e3b4acfa3be","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":104,"commentSize":8,"repostSize":68,"link":"https://ttm.financial/post/496324123418816","isVote":1,"tweetType":1,"viewCount":3909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212880058167262","authorId":"4212880058167262","name":"Urfriend","avatar":"https://community-static.tradeup.com/news/7390e0cc158f11dbc138694d018a8647","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4212880058167262","idStr":"4212880058167262"},"content":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","text":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","html":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","text":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","html":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":469289419546936,"gmtCreate":1755610804806,"gmtModify":1755610808903,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","listText":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","text":"Before Palantir spiked, someone short the stock. After Palantir spiked, Andrew left ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469289419546936","repostId":"2560135532","repostType":4,"repost":{"id":"2560135532","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":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"hk","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</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's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</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's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\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\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","PLTR":"Palantir Technologies Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450231484535208,"gmtCreate":1750948333017,"gmtModify":1750948336738,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Crossing $150 soon 🙌","listText":"Crossing $150 soon 🙌","text":"Crossing $150 soon 🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450231484535208","repostId":"2546787744","repostType":2,"repost":{"id":"2546787744","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1750939757,"share":"https://ttm.financial/m/news/2546787744?lang=en_US&edition=fundamental","pubTime":"2025-06-26 20:09","market":"fut","language":"en","title":"Palantir Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=2546787744","media":"MT Newswires Live","summary":"$Palantir(PLTR)$ Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.Palantir shares rose ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.</p><p>Palantir shares rose 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e18dbf7f7ed72fc6fdfd4c1bc5b5164\" tg-width=\"798\" tg-height=\"835\"/></p><p>The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.</p><p>The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.</p><p>Palantir&#39;s said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.</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 Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform</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 Partners With The Nuclear Company to Launch AI-Powered Nuclear Construction Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-06-26 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.</p><p>Palantir shares rose 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e18dbf7f7ed72fc6fdfd4c1bc5b5164\" tg-width=\"798\" tg-height=\"835\"/></p><p>The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.</p><p>The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.</p><p>Palantir&#39;s said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4547":"WSB热门概念","BK4023":"应用软件","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4543":"AI","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546787744","content_text":"Palantir Technologies (PLTR) said Thursday it will co-develop with The Nuclear Company NOS, an AI-driven, real-time software platform for nuclear power plant construction.Palantir shares rose 1% in premarket trading.The aim is to transform construction of nuclear reactors into a data-driven, predictable process, according to a statement, enabling The Nuclear Company to build plants faster, safer and for less cost.The company said the platform will boost efficiency by enhancing schedule certainty, reducing costs, preventing errors, and streamlining regulatory compliance through real-time data, predictive analytics, and AI-powered automation.Palantir's said the project will be led by a joint engineering team and The Nuclear Company staff to unify nuclear construction data across the supply chain, workforce, safety, and engineering systems.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421921652404352,"gmtCreate":1744045658552,"gmtModify":1744045663800,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"I like this sea of red 😂","listText":"I like this sea of red 😂","text":"I like this sea of red 😂","images":[{"img":"https://community-static.tradeup.com/news/d28ef9c939c2d69fd8e5d316c1cf74f5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421921652404352","isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407475789258880,"gmtCreate":1740499112314,"gmtModify":1740499116041,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Good news for opportunists","listText":"Good news for opportunists","text":"Good news for opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405516159303856,"gmtCreate":1740041899977,"gmtModify":1740041904835,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Here comes the opportunity for latecomers!","listText":"Here comes the opportunity for latecomers!","text":"Here comes the opportunity for latecomers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405516159303856","repostId":"2512437590","repostType":2,"repost":{"id":"2512437590","kind":"highlight","pubTimestamp":1740005293,"share":"https://ttm.financial/m/news/2512437590?lang=en_US&edition=fundamental","pubTime":"2025-02-20 06:48","market":"us","language":"en","title":"Palantir Stock Drops 10% After Report of Pentagon Slashing Budget","url":"https://stock-news.laohu8.com/highlight/detail?id=2512437590","media":"Bloomberg","summary":"$Palantir(PLTR)$ stock lost 10% on Wednesday, losing ground quickly in the final hour of trading after a Washington Post report said the Trump administration has told the Pentagon to plan for large bu","content":"<div>\n<p>Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Drops 10% After Report of Pentagon Slashing Budget</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Drops 10% After Report of Pentagon Slashing Budget\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 06:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4023":"应用软件","BK4547":"WSB热门概念"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-19/palantir-drops-over-10-after-report-of-pentagon-slashing-budget","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512437590","content_text":"Palantir shares fell 10% on Wednesday, and continued to slide in after-hours trading, following a report that US Defense Secretary Pete Hesgeth plans to slash military spending.Palantir, which has seen its stock soar by almost 50% this year, is a major US defense contractor in addition to selling its technology and artificial intelligence products to other allied governments and private companies.“Palantir’s US government segment growth — more than 40% in the past two quarters — may have much greater exposure to any cuts in the US defense budget,” Bloomberg Intelligence analyst Mandeep Singh wrote in a note. He added that the government sales make up more than half of the company’s total revenue.Palantir has closely linked itself to the US government. This week, Chief Executive Officer Alex Karp came out with a new book calling for more patriotism from Silicon Valley, and for tech companies to seek closer ties to the US.On Wednesday, the Washington Post reported that Hegseth has ordered senior military leaders to develop plans for cutting 8% from the defense budget in each of the next five years, according to a memo sent to senior officials. Bloomberg previously reported news of the intended cuts, before distribution of the memo.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402094596301040,"gmtCreate":1739195403710,"gmtModify":1739195406976,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","listText":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","text":"Regretters would try all means with the hope to get the price down so that they can have a piece of this big pie..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402094596301040","repostId":"1103034764","repostType":2,"repost":{"id":"1103034764","kind":"news","pubTimestamp":1739169300,"share":"https://ttm.financial/m/news/1103034764?lang=en_US&edition=fundamental","pubTime":"2025-02-10 14:35","market":"us","language":"en","title":"Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1103034764","media":"Investopedia","summary":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of aroun","content":"<div>\n<p>Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of ...</p>\n\n<a href=\"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701\">Source Link</a>\n\n</div>\n","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Surged To A New Record Last Week—Watch These Key Price Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Surged To A New Record Last Week—Watch These Key Price Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of ...</p>\n\n<a href=\"https://www.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701\">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.investopedia.com/palantir-stock-surged-to-a-new-record-last-week-watch-these-key-price-levels-8788701","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103034764","content_text":"Key TakeawaysPalantir shares hit a new record last week after reporting a strong 2025 outlook and integration of Grok with its AI platform.Bars pattern analysis forecasts a longer-term target of around $240 and indicates the uptrend may last until November this year.Investors should watch key support levels on Palantir's chart around $85 and $66.Source: TradingView.com.Palantir shares will likely remain in focus Monday after having a solid last week. The company's stock soared to a new high after investor optimism around its strong 2025 outlook and integration of Grok, the chatbot from Elon Musk’s xAI, into its artificial intelligence (AI) platform.Since the company's upbeat results last Monday, several analysts have raised their price targets on the stock, which has fueled this price rise.The stock, which became a component of both the S&P 500 and Nasdaq 100 index in 2024, trades nearly 50% higher since the start of the year through Friday’s close and has returned an eye-popping 370% over the past 12 months amid soaring demand for its AI-powered analytics software that allows customers to make more informed data-driven decisions.Below, we take a closer look at the technicals on Palantir’s weekly chart and identify key price levels that investors will likely be watching.Rectangle Formation BreakoutPalantir shares staged a decisive breakout above a rectangle formation last week, signaling a continuation of the stock’s longer-term uptrend.Importantly, the move occurred on the highest weekly trading volume since early February last year, indicating strong buying conviction by larger market participants. Moreover, the relative strength index (RSI) confirms bullish price momentum with a reading above 80, though the indicator also flashes overbought conditions that raises the possibility of near-term profit taking.Let’s apply technical analysis to forecasts how a longer-term bullish continuation move may play out and also point out key support levels worth watching during potential retracements.Bars Pattern AnalysisTo forecast how a continuation move in Palantir shares may look, investors can use the bars pattern tool, a technique that analyzes prior trends to speculate future directional movements.When applying the analysis, we take the stock’s trending move from February to November last year and reposition it from last week’s breakout. This forecasts a target of around $240 and indicates the uptrend could last until November this year based on price history. To put things in perspective, that's more than double the $110 level the stock closed at on Friday.We selected this prior trend as it followed a volume-backed earnings-driven breakout from an earlier rectangle formation on Palantir’s chart, potentially providing insight as to how a similar move may take shape.Key Support Levels to WatchDuring pullbacks, investors should initially watch the $85 level. Investors who prefer not to chase breakouts may look for entry points on a retracement to the rectangle formation's top trendline, which could flip from resistance to support.Finally, selling below this level could see Palantir shares revisit lower support around $66, a location that may attract buying interest near the rectangle’s lower trendline.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399878875365928,"gmtCreate":1738651986862,"gmtModify":1738651991274,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Much more to come 🤩","text":"$Palantir Technologies Inc.(PLTR)$ Much more to come 🤩","images":[{"img":"https://community-static.tradeup.com/news/5e49e5b24280b9f05717288866d146ed","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399878875365928","isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398420900462728,"gmtCreate":1738296207807,"gmtModify":1738296211006,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398420900462728","repostId":"1105965404","repostType":2,"repost":{"id":"1105965404","kind":"news","pubTimestamp":1738239194,"share":"https://ttm.financial/m/news/1105965404?lang=en_US&edition=fundamental","pubTime":"2025-01-30 20:13","market":"us","language":"en","title":"Palantir: 3 Reasons To Short The Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1105965404","media":"Seeking Alpha","summary":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for t","content":"<html><head></head><body><h2 id=\"id_3752926401\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s stock is detached from reality as it trades at an irrationally exuberant price.</p></li><li><p>The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.</p></li><li><p>We have recently opened a short position in PLTR.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><p>We recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir&#39;s stock is currently up over 15% after our latest article was published.</p><p>However, we also believe that the time to act again has come. In this article, we will present three major reasons why we&#39;re shorting Palantir, the risks to our short position, and our action plan under different scenarios.</p><h2 id=\"id_3785883\">Reason To Short Palantir #1: The Stock Price Is Detached From Reality</h2><p>If we look closely at the performance of Palantir&#39;s stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.</p><p>As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.</p><p>Although Palantir&#39;s performance has been impressive in the last year, we don&#39;t believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&amp;P 500 Index is only 28x. Those multiples show that Palantir&#39;s stock is detached from reality.</p><p>The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir&#39;s intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir&#39;s intrinsic value is only $23.27 per share.</p><p>We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir&#39;s full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.</p><p>The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.</p><p>We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.</p><p>The share price in the entry data table has also been updated. Everything else remained the same as in the last article.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5f3850d207fc775c3328cd2d1dd4489\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"182\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><p>In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management&#39;s current expectations of ~26%, but there&#39;s a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir&#39;s intrinsic value under the most extreme assumptions.</p><p>The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.</p><p>Under those assumptions, our model shows that Palantir&#39;s enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3188adefb59abbb65b3ad9d7bbf1a5a\" alt=\"Palantir&#39;s valuation model (Bears of Wall Street)\" title=\"Palantir&#39;s valuation model (Bears of Wall Street)\" tg-width=\"640\" tg-height=\"228\"/><span>Palantir&#39;s valuation model (Bears of Wall Street)</span></p><h2 id=\"id_3342679600\">Reason To Short Palantir #2: The Macro Risks Are Increasing</h2><p>The potential worsening of the macroeconomic environment is another thing that can push Palantir&#39;s share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir&#39;s shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there&#39;s a risk that we could experience a return to the inflationary environment. Here&#39;s what the December Fed minutes stated:</p><blockquote><p><em>With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation,</em> <strong><em>and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.</em></strong></p></blockquote><p>The potential policy changes likely mean the implementation of Trump&#39;s tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir&#39;s outlook and lead to the depreciation of its stock.</p><h2 id=\"id_318610859\">Reason To Short Palantir #3: The Stock Is Losing Its Momentum</h2><p>Relying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.</p><p>However, recently, Palantir&#39;s stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aff7c2b152314d29b766791eac7a2755\" alt=\"Palantir&#39;s stock price (Seeking Alpha)\" title=\"Palantir&#39;s stock price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"324\"/><span>Palantir&#39;s stock price (Seeking Alpha)</span></p><p>If Palantir&#39;s stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there&#39;s a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.</p><p>If Palantir&#39;s stock manages to overcome the resistance level that&#39;s around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.</p><h2 id=\"id_4151814212\">Risks To Our Bearish Thesis</h2><p>On February 3, Palantir will release its Q4 earnings report. There&#39;s a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that&#39;s much higher than the current street consensus. If that&#39;s the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.</p><p>The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.</p><p>As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir&#39;s shares and undermine our bearish thesis.</p><h2 id=\"id_3793310222\">Final Thoughts</h2><p>In our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There&#39;s a risk to our short position if the fundamentals significantly improve or the macro challenges won&#39;t materialize and result in the appreciation of shares.</p><p>However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 3 Reasons To Short The Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: 3 Reasons To Short The Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 20:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4753204-palantir-3-reasons-to-short-the-pltr-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105965404","content_text":"SummaryPalantir's stock is detached from reality as it trades at an irrationally exuberant price.The rise of macroeconomic risks makes it possible for the company to lose its growth momentum and for the stock to decrease in value.We have recently opened a short position in PLTR.Palantir TechnologiesWe recently opened a short position in Palantir as we believe that the downside for its stock is significant. Last year we closed our previous short position at a loss and said in our latest article that while Palantir is greatly overvalued, we would wait for the right time to reopen the position. It was the right call to make, since Palantir's stock is currently up over 15% after our latest article was published.However, we also believe that the time to act again has come. In this article, we will present three major reasons why we're shorting Palantir, the risks to our short position, and our action plan under different scenarios.Reason To Short Palantir #1: The Stock Price Is Detached From RealityIf we look closely at the performance of Palantir's stock in 2024, we will see that its rise in the second half of the year was fueled by positive Q2 and Q3 earnings reports. First, Palantir increased in the Q2 report its revenue guidance for the fiscal year 2024 to between $2.742 and $2.750 billion in August, which helped its stock rise above $30 per share for the first time since 2021. Then, in the Q3 report, the company once again increased its revenue guidance for the fiscal year 2024 to between $2.805 and $2.809 billion, which translates to a Y/Y growth rate of nearly 26%.As the annual revenue outlook has been increased by around $60 million in the Q3 report in comparison to the outlook in the Q2 report, the market has positively reacted to it and helped Palantir to increase its market capitalization by over $50 billion in a few months. Right now, Palantir has a market capitalization of around $180 billion at the time of this writing.Although Palantir's performance has been impressive in the last year, we don't believe that the performance justifies such an aggressive increase in capitalization. As of now, Palantir has a P/E of over 200x, while the sector has a P/E of only 26x. The current P/E of the S&P 500 Index is only 28x. Those multiples show that Palantir's stock is detached from reality.The combination of all of those factors makes Palantir an extremely overvalued company. In our previous article, we created a valuation model with pretty optimistic assumptions to see how big Palantir's intrinsic value could be under one of the most bullish scenarios. That model showed that Palantir's intrinsic value is only $23.27 per share.We decided to take a step further and change some of the assumptions in this article to truly figure out Palantir's full potential to make sure that even under the most extreme assumptions, the upside for its stock at the current market price is not there.The assumptions table below underwent several changes in comparison to the previous model. One of the most important things that we did in comparison to the previous model is we changed the tax rate in our model from 21% to 15%. The 21% rate is the current standard corporate rate in the United States. However, the potential tax reform under the Trump administration could decrease the tax rate to only 15%. Since our model includes pretty bullish assumptions, we decided to use the 15% for now.We also slightly changed the assumptions in the tables that calculate the discount rate. We updated the risk-free rate in our cost of equity calculation because of the rising treasury yields and changed the market cap, which increased since the release of our latest article.The share price in the entry data table has also been updated. Everything else remained the same as in the last article.Palantir's valuation model (Bears of Wall Street)In the forecast table below, we assume a 30% sales growth rate in FY24. This is the same rate as in the previous model. It is also above the management's current expectations of ~26%, but there's a possibility that Palantir will exceed expectations in Q4, which would result in higher sales for the year. For all the other years in the forecast table, we assume a gradual improvement in sales. This is above the overall expectations of a less than 25% growth rate in the following years, but it will help us understand Palantir's intrinsic value under the most extreme assumptions.The EBIT margin remained the same as in the last model, and the tax rate decreased to 15%. The bottom part of the forecast table is mostly unchanged from our recent model.Under those assumptions, our model shows that Palantir's enterprise value is $61.2 billion. At the same time, its equity value is $65.78 billion, which translates to an intrinsic value of $26.74 per share. While our improved assumptions led to the higher intrinsic value, we can still see that Palantir is extremely overvalued, and its current stock price is detached from reality.Palantir's valuation model (Bears of Wall Street)Reason To Short Palantir #2: The Macro Risks Are IncreasingThe potential worsening of the macroeconomic environment is another thing that can push Palantir's share price lower. In 2022, when inflation was rampant, the stock market was not performing well and Palantir's shares were traded mostly at single digits. At the beginning of 2023, the disinflationary process began, which helped revive the stock market growth and improve the economic forecasts. While the disinflationary process has been ongoing to this day, there's a risk that we could experience a return to the inflationary environment. Here's what the December Fed minutes stated:With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation, and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.The potential policy changes likely mean the implementation of Trump's tariffs, which are expected to be imposed on February 1 on goods from various countries that trade with the United States. The tariffs over the long term might lead to the revival of inflation and once again prompt the Federal Reserve to enact a more hawkish policy that would likely diminish the growth outlook. This could negatively affect Palantir's outlook and lead to the depreciation of its stock.Reason To Short Palantir #3: The Stock Is Losing Its MomentumRelying solely on fundamentals is not the way to go in the current market environment. In our latest article on Palantir, we said that the company is already extremely overvalued, but decided not to open a short position at that time because the stock has been experiencing an upward trend.However, recently, Palantir's stock began to lose its momentum, which was a signal for us to act. Right now, the stock is range-bound between $60 and $85 per share. It failed to break the resistance level around $85 per share and reach new highs a couple of times already, as the selling of shares has been intense around that level.Palantir's stock price (Seeking Alpha)If Palantir's stock once again fails to break the current resistance level in the foreseeable future, then we could expect a depreciation to its support level at around $60 per share, which already happened a couple of weeks ago. If the support level at around $60 per share is broken, then there's a possibility of a selloff to the next support level at around $40 per share. If that happens, we will be covering our position during the depreciation to realize a profit.If Palantir's stock manages to overcome the resistance level that's around $85 per share, then the stock will reach another all-time high and will look for a new resistance level. We committed less than 5% of our portfolio to this short position, so we would have enough room to wait for the stock to find that new resistance level and figure out our next move. Our stop loss is above $100 per share.Risks To Our Bearish ThesisOn February 3, Palantir will release its Q4 earnings report. There's a possibility that the company will exceed its annual outlook that was presented in the Q3 report and will also provide an outlook for 2025 that's much higher than the current street consensus. If that's the case, then we might see a further rise in share price, as it happened after the release of Q2 and Q3 reports last year.The macro risks might also subside if the global economy manages to overcome the tariffs and trade war risks. The latest report by the OECD forecasts a global GDP growth rate of 3.3% in 2025.As such, the potential better outlook along with a possible better macroeconomic environment could once again give a boost to Palantir's shares and undermine our bearish thesis.Final ThoughtsIn our opinion, the combination of weak fundamentals, rising macro risks, and a stock losing its momentum create a perfect opportunity to open a short position in Palantir. There's a risk to our short position if the fundamentals significantly improve or the macro challenges won't materialize and result in the appreciation of shares.However, after weighing all the opportunities and risks, we believe that shorting Palantir makes sense at its current price, especially since the cost of borrowing its shares is less than 1%. The short position also represents less than 5% of our portfolio, which ensures that the risk of losing all of our capital is minimal in the worst-case scenario.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390544034775456,"gmtCreate":1736393701945,"gmtModify":1736393705829,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Overhyped stock that's why the massive exit with just a mere comment","listText":"Overhyped stock that's why the massive exit with just a mere comment","text":"Overhyped stock that's why the massive exit with just a mere comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390544034775456","repostId":"2502600701","repostType":2,"repost":{"id":"2502600701","kind":"highlight","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":1736382511,"share":"https://ttm.financial/m/news/2502600701?lang=en_US&edition=fundamental","pubTime":"2025-01-09 08:28","market":"us","language":"en","title":"D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=2502600701","media":"Tiger Newspress","summary":"$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard  today, “not 30 years from now, today.”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>D-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments</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\">\nD-Wave Quantum CEO Says Nvidia CEO \"Dead Wrong\" with Quantum Comments\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\">2025-01-09 08:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> CEO Alan Baratz says <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”</p><p>Quantum shares rebounded in after-hours trading.  <a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a> rose 16% after sinking 26% in prior session.  <a href=\"https://laohu8.com/S/QMCO\">Quantum Corp</a> rose 7%;  <a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a> rose 5.7%;  <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>,  <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a> rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f8ad6b4f41982dfdb224443e74c17db\" tg-width=\"498\" tg-height=\"445\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LAES":"SEALSQ Corp","QBTS":"D-Wave Quantum Inc.","QUBT":"Quantum Computing Inc.","RGTI":"Rigetti Computing","IONQ":"IONQ Inc.","QMCO":"昆腾"},"source_url":"https://www.tipranks.com/news/the-fly/d-wave-quantum-ceo-says-nvidia-ceo-dead-wrong-with-quantum-comments?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502600701","content_text":"D-Wave Quantum CEO Alan Baratz says Nvidia CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard (MA) today, “not 30 years from now, today.”Quantum shares rebounded in after-hours trading.  SEALSQ Corp rose 16% after sinking 26% in prior session.  Quantum Corp rose 7%;  IONQ Inc. rose 5.7%;  Quantum Computing Inc.,  D-Wave Quantum Inc. rose over 3%.","news_type":1,"symbols_score_info":{"QMCO":1.1,"RGTI":1.1,"QBTS":1.1,"QUBT":1.1,"LAES":1.1,"IONQ":1.1}},"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380521486016568,"gmtCreate":1733928525940,"gmtModify":1733928528975,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Those sellers are giving whales the opportunity to enter. They are just waiting...","text":"$Palantir Technologies Inc.(PLTR)$ Those sellers are giving whales the opportunity to enter. They are just waiting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380521486016568","isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379446739435704,"gmtCreate":1733663914084,"gmtModify":1733663921425,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp; Christmas Comes Once a Year, But Sheer Joy Shall Last Forever!&nbsp; May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ &amp; Seasons Greetings 🎄","text":"$Tiger Brokers(TIGR)$ Christmas Comes Once a Year, But Sheer Joy Shall Last Forever! May the year end with a bang but let 2024 be the catalyst of a raging Bull that's to come by! Thank you $Tiger Brokers(TIGR)$ & Seasons Greetings 🎄","images":[{"img":"https://community-static.tradeup.com/news/c3548bb578677bfd2e91999deb4811d0","width":"860","height":"573"},{"img":"https://community-static.tradeup.com/news/fade0ef6897d1889937b2fb66069d63b","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/33e657cb62753905500a4968b23dd699","width":"860","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379446739435704","isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"It’s soooooo beautiful!!! Thanks for sharing~~~","text":"It’s soooooo beautiful!!! Thanks for sharing~~~","html":"It’s soooooo beautiful!!! Thanks for sharing~~~"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":374077719253104,"gmtCreate":1732337007319,"gmtModify":1732337011384,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"It will fall lower until the case is finalized.&nbsp;","listText":"It will fall lower until the case is finalized.&nbsp;","text":"It will fall lower until the case is finalized.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374077719253104","repostId":"2485040093","repostType":2,"repost":{"id":"2485040093","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732261389,"share":"https://ttm.financial/m/news/2485040093?lang=en_US&edition=fundamental","pubTime":"2024-11-22 15:43","market":"sh","language":"en","title":"Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2485040093","media":"Dow Jones","summary":"Google is under attack. Alphabet stock will still emerge a winner.Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google -- and hit it hard -- when it put forward remedies to break Google's hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence -- computers capable of answering complex questions in, mostly, plain language -- which have created an opening for competitors like ChatGPT, Perplexity, and Microsoft in a way that Yahoo!and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses -- and so does its stock.Then, ChatGPT launched in November 2022. Generative AI, ","content":"<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 15:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google is under attack. <strong>GOOGL </strong>stock will still emerge a winner. </p><p style=\"text-align: start;\">Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and <strong>MSFT </strong>in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. </p><p>Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&amp;P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.</p><p>“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.</p><p>For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing <strong>AAPL </strong>’s iPhone in users. Following the lead of <strong>AMZN </strong>and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.</p><p>The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.</p><p>Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. </p><p>Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. </p><p>These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. </p><p>What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.</p><p>“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. </p><p>Alphabet has something going for it that OpenAI, which has a partnership with <strong>NWSA </strong>, the owner of <em>Barron’s</em> parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)</p><p>While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     </p><p>The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as <strong>GE </strong>’s</p><p>ChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&amp;P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb663d732217d6d4f55b5a9d696adfd\" alt=\"\" title=\"\" tg-width=\"770\" tg-height=\"513\"/></p><p>Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. </p><p>That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  </p><p>AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.</p><p>“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”</p><p>Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.</p><p>Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.</p><p>Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&amp;P 500&#39;s 22 times and Meta Platforms&#39; 22.9 times. &#34;The stock is already reflecting that risk,&#34; says Putnam Investments&#39; Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.</p><p>Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. &#34;Forcing investors to recognize the value of each [business] would probably make the stock go up,&#34; he says.</p><p>An analysis of those individual parts bears that out. Alphabet&#39;s cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.</p><p>Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla&#39;s self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet&#39;s Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it&#39;s worth far more than that: Deepwater Asset Management&#39;s Gene Munster put Waymo&#39;s valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.</p><p>That leaves Alphabet&#39;s search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn&#39;t include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.</p><p>As for upside, it&#39;s easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday&#39;s close. Or Alphabet could be recognized as one of the world&#39;s dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. &#34;We think of it as a high-multiple tech stock that isn&#39;t [priced] like one,&#34; says Nygren.</p><p>For Alphabet, AI isn&#39;t the end of the line -- it&#39;s the next step to a brighter future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4573":"虚拟现实","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","GOOGL":"谷歌A","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4567":"ESG概念","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","GOOG":"谷歌","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485040093","content_text":"Google is under attack. GOOGL stock will still emerge a winner. Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google—and hit it hard—when it put forward remedies to break Google’s hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence—computers capable of answering complex questions in, mostly, plain language—which have created an opening for competitors like ChatGPT, Perplexity, and MSFT in a way that Yahoo! and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses—and so does its stock. Alphabet, however, is more than up to the task of defending itself. Since going public in 2004—at a split-adjusted $2.13 a share—Google has navigated the shifting terrain of the internet, including the transition from desktops to mobile phones, with relative ease. While the future will be more complicated, generative AI has the potential to add revenue, as Gemini, Google’s AI tool, ramps up and becomes more powerful. While the government’s attempt to break Alphabet apart could be an overhang, it appears to be reflected in the stock, which is the cheapest of the Magnificent Seven and even cheaper than the S&P 500 index. Even as that future unfolds, the company’s search business remains dominant—and cash-generating—and that is unlikely to change, even as the way people find information does.“I don’t see betting against Google,” says Jason Browne, president of Texas-based investment advisory firm Alexis Investment Partners.For two decades now, Alphabet has been a winner. Its advertising business generates more than $250 billion annually, while Android has become the world’s most popular mobile operating system, easily surpassing AAPL ’s iPhone in users. Following the lead of AMZN and Microsoft, Alphabet moved into the cloud, which is expected to generate $58 billion in revenue for the company next year. At the same time, though less talked about than TikTok, YouTube has become the planet’s No. 1 content delivery platform, with viewers watching more than a billion hours daily.The rivers of cash generated from all of its units—some $435 billion over the past decade—have allowed Google to indulge in what it calls its “other bets,” including Waymo’s self-driving car initiatives and Google Fiber broadband internet, money-losing businesses that investors simply ignore. And it’s all tied together by Google’s search engine, creating an aura of invincibility and inevitability.Then, ChatGPT launched in November 2022. Generative AI, with the ability to scrub the net and provide easy, if sometimes dubious, answers, opens up a new possibility for accessing data—and a new threat to Alphabet’s dominance. Users no longer have to type questions into Google’s search bar and scroll through links. Now they can type in a question and get an answer. ChatGPT was mind-blowing when it arrived—and an immediate success. “It was the fastest [growing], most exciting app that has ever hit the market,” says Futurum Group CEO and technology researcher Daniel Newman, who noted that it reached 100 million active users just two months after its launch. Perplexity, launched a month after ChatGPT, has grown to 15 million monthly active users and recently launched a shopping assistant, allowing users to type in a question, get an answer, and execute a transaction. Dmitry Shevelenko, Perplexity’s chief business officer, calls the company’s tool an “answer machine,” one that gives users the information they need versus just giving them links. Perplexity answered about 425 million questions over the past 30 days, up from 500 million in all of 2023. Ultimately, the company hopes to create an all-in-one app, where users can act on what they have learned and never have to leave. These changes seem ominous for Google. Follow them to their logical conclusion and it isn’t hard to imagine traditional search fading away and the market fragmenting, with consumers one day communicating with their devices via an AI-generated custom interface. In February, technology research firm Gartner projected that total search engine volume would drop 25% by 2026. There’s only one problem with those dire predictions—the data don’t back them up. Microsoft was the first mover, putting ChatGPT into Bing, while boldly claiming that taking 1% of search market share would translate to $2 billion in incremental revenue. “Microsoft took no share,” says Futurum’s Newman. What’s more, Alphabet’s October earnings report showed no signs of a search slowdown. It easily topped earnings and sales forecasts, while revenue from its cloud business gained 35%. But it was search that was perhaps the most surprising. Anyone who visited Google recently noticed that the service often provides an AI-generated summary of the findings, as well as a list of links. Investors had worried that would mean fewer links and ads, but management appeared optimistic about its ability to make money from those searches.“We still have no idea how they’ll really monetize AI or other innovations, but the perceived ‘threats’ (OpenAI, Meta AI, Perplexity, and upcoming Meta and OpenAI search) will have to wait, as Google Search growth of 12% beat estimates modestly,” writes Melius analyst Ben Reitzes. Alphabet has something going for it that OpenAI, which has a partnership with NWSA , the owner of Barron’s parent Dow Jones, and Perplexity don’t—it’s a moneymaking business. The two start-ups are still in the early stages of their business development and aren’t profitable. How they ultimately monetize their businesses—and whether they can successfully do it—remains to be seen. Perplexity is also being sued for not paying for the content it feeds into its large-language models, or LLMs, something that could ultimately force it to change how it operates. (Dow Jones is one of the companies suing Perplexity.)While the upstarts try to figure things out, search should keep growing. Media investment and data-services provider GroupM projects that search advertising revenue will grow more than 6% in 2025, up from about 5% in 2024, with about 5% average annual growth through the decade’s end. It isn’t that people like to click through a list of links produced from a query, but that AI-assisted search will produce better results, leading to more questions and further searches. Rather than being a paradigm shift like the switch from desktop to mobile, AI search may be a new format for answers, says New Street Research analyst Dan Salmon. “[It’s] more akin to the integration of images, maps, and other forms of content beyond the original text links,” he explains. Salmon rates Alphabet stock a Buy with a $213 price target.     The advent of AI is also likely to create new types of search and novel ways to earn money from sifting through information. There is the traditional ad-supported version—now with AI summaries—that Google dominates, and premium tools are available by subscription. There are even tools being created for individual companies, such as GE ’sChatGPT-powered Wingmate, which uses LLMs to provide relevant answers to the questions from the company’s engineers based on design and operating manuals. Now, imagine every company in the S&P 500 doing the same thing. “Search behavior already moved to a dual revenue stream: subscriptions and ads,” Salmon says.Alphabet is playing in both pools. Google One has over 100 million subscribers, and its premium version includes Alphabet’s highest-level AI functionality for $20 a month. ChatGPT’s premium product has about 10 million subscribers, Salmon estimates. Alphabet also has the advantage of experience, including years of work with its Google Brain and DeepMind AI projects and its internally developed Tensor AI hardware. And it recently purchased character.ai for $2.7 billion to help with these efforts. It has the advantage of $154 billion in operating cash it is expected to earn in 2025 as it gets ready to spend $59 billion on its AI future, similar to what Microsoft spends a year. That spending should pay off. Salmon estimates that generative AI overviews and subscriptions keep Alphabet’s Google business growing at about 10% a year on average through 2027. “New AI features in search are resulting in better engagement and higher levels of user satisfaction,” says Wedbush Securities analyst Dan Ives, adding that structural risks to Google’s search dominance are overblown. Wedbush rates Alphabet shares a Buy and has a $210 price target.  AI might not be able to slow Google down, but the antitrust risk is real, as this past week’s decline demonstrates. In August, U.S. District Judge Amit Mehta ruled in favor of the Department of Justice, saying that Google illegally monopolized search. This past week, the DOJ proposed a list of remedies that include selling the Chrome browser, prohibiting the ownership and control of anything that creates a preference for Google, and “restoring competition through syndication and data access”—essentially requiring the company to provide its core search index to anyone who wants it to label as their own free of cost.“We view many of the DOJ’s recommendations to restrict Google Search (and other products) as unlikely to be approved by the court, or to survive an appeals process,” writes Baird analyst Colin Sebastian, who rates the stock a Buy with a $205 price target. “Beyond the reasonable ask to prohibit search distribution agreements, the DOJ remedies are, in our view, a wish-list of restrictions on Google that stray well beyond the court’s ruling.”Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.Some changes will be offset. An end to Alphabet paying companies like Apple to make Google the default search engine could mean a loss of market share. But the company spends billions annually on search acquisition costs, including some $20 billion to Apple in 2022, according to court filings. The impact of lower revenue and expenses could, in theory, result in a near-negligible hit to earnings per share, according to Wolfe Research analyst Shweta Khajuria.Alphabet stock appears to reflect these antitrust concerns. It trades for 19.4 times earnings, below the S&P 500's 22 times and Meta Platforms' 22.9 times. \"The stock is already reflecting that risk,\" says Putnam Investments' Ellen Hazen, who comments that her firm would consider adding to its existing position if it falls back to about $170.Oakmarket Select portfolio manager Bill Nygren goes even further. He argues that Alphabet, with a market value of $2.1 trillion including cash and debt, is worth more than the sum of its parts. \"Forcing investors to recognize the value of each [business] would probably make the stock go up,\" he says.An analysis of those individual parts bears that out. Alphabet's cloud business, which could generate roughly $20 billion in 2025 earnings before interest, taxes, depreciation, and amortization, or Ebitda, would be worth $325 billion at a 16 times multiple, similar to what Amazon and Microsoft fetch. YouTube would be worth up to $800 billion if it traded at 22 times Ebitda, the average of what Meta and Netflix change hands for.Waymo is a little harder to value. Uber Technologies is valued at $150 billion, while Wall Street valuations for Tesla's self-driving business range from $100 billion to trillions, even though the company has yet to complete a single fully autonomous ride. Alphabet's Waymo completes 150,000 self-driving cab rides each week, making it a real self-driving player. It is reasonable to value it at about $300 billion, though some bulls think it's worth far more than that: Deepwater Asset Management's Gene Munster put Waymo's valuation at $350 billion to $850 billion by 2030 and expects a spinoff in the next two to four years.That leaves Alphabet's search business worth roughly $550 billion, adjusted for its $117 billion in net cash and investments, or about five times Ebitda. Nygren, who doesn't include Waymo, calculates that Google Search trades at about 11 times earnings. That is enough of a margin of safety for him, given what Alphabet is facing.As for upside, it's easy to justify a $260 stock price for the company based on the sum of its parts, up 55% from Thursday's close. Or Alphabet could be recognized as one of the world's dominant tech companies. Getting back to its historical premium relative to the market implies that Alphabet shares would trade for about 26 times earnings and be worth about $234 a share, up 40%. \"We think of it as a high-multiple tech stock that isn't [priced] like one,\" says Nygren.For Alphabet, AI isn't the end of the line -- it's the next step to a brighter future.","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1}},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371441863221448,"gmtCreate":1731693246793,"gmtModify":1731693252015,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","listText":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","text":"A company which is a pioneer in A.I with great track records. No debts and most importantly, cash rich. I mean.. where can you find another like Palantir?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371441863221448","repostId":"1137558649","repostType":4,"repost":{"id":"1137558649","kind":"news","pubTimestamp":1731686155,"share":"https://ttm.financial/m/news/1137558649?lang=en_US&edition=fundamental","pubTime":"2024-11-15 23:55","market":"us","language":"en","title":"Palantir Hits The Gas On Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1137558649","media":"Seeking Alpha","summary":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ","content":"<div>\n<p>SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Hits The Gas On Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 23:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4737274-palantir-hits-the-gas-on-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137558649","content_text":"SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a \"Rule Of\" 68%.Management raised FY24 guidance to $2.805-2.809 billion in revenue and $1.054-1.058 billion in adjusted operating margin, with a 38% margin at the midpoint.Palantir continues to drive large deals through its AIP bootcamps, closing 104 deals each valued over $1mm in q3'24.Air Force Day. Aircraft silhouettes on background of sunset.Palantir (NYSE:PLTR) reported a strong beat-and-raise with revenue growing by 30% in q3’24 paired with a significant adjusted operating margin expansion to 38%, resulting in a “Rule Of” 68%, up from 46% on q3’23. Management increased its guidance to $2.805-2.809b in net revenue for eFY24 with an adjusted operating margin of $1.054-1.058b, up from the previous quarter’s guidance of $2.742-2.750b in revenue and adjusted operating margin of $966-974mm. At the midpoint, the new guidance calls for an improved margin of 38%, up from 35%. Management also guided to the higher end of the range for adjusted free cash flow to $1b for eFY24. Given the improved guidance and the potential for accelerated growth going into eFY25, I am maintaining my STRONG BUY rating with an increased price target of $73.70/share at 39.39x eFY26 price/sales.Corporate ReportsPalantir OperationsIt is clear that Palantir’s AI platform is becoming a major player for enterprise software as adoption continues to accelerate through its impressive 30% sales growth in q3’24. This is primarily achieved through its live data use cases during the AIP bootcamps that are being translated to production-ready models for enterprises to implement and leverage for cost-savings/money-making initiatives. Management believes that their platform will go beyond just making/saving money to acceleration through its AI models.To support this growth, management remains focused on expanding its operations through hiring technical talent and investments in AIP. As discussed in my previous reports covering Palantir, I believe much of the firm’s success can be attributed to its direct engagement with its potential customers through the bootcamps. Rather than running the typical sales pitch with a software demonstration and a proof of concept, Palantir uses live company data to prove how the product works for the potential customer. This factor, along with the firm’s growth acceleration, gives me reason to remain bullish on the name.Along with this, customers are expanding their existing contracts with AIP, significantly differentiating Palantir from the “have nots.” Management noted their drive to make AIP the go-to developer platform for AI applications, competing with the likes of Cloudflare (NET) and its developer platform in its secured network ecosystem. Along with custom development features, AIP offers customers a library of pre-built AI applications and builder starter packs, creating a baseline for new customers to quickly ramp up their productivity.In addition to this, Palantir’s platform is also succeeding with defense technology startups as a secure ecosystem that can allow for the firms to contract with the US government. I believe that this feature is significantly beneficial for companies of all sizes as it allows for easier access to gaining FedRAMP authorization.Another factor that significantly differentiates Palantir from competing platform companies like C3.ai (AI) is the diversity of industries. C3.ai made its claim to fame through its partnership with Baker Hughes (BKR) and has since expanded into other industries. The challenge faced is that C3.ai didn’t create a universal platform from the get-go and has since played catch-up to developing a catch-all platform. This has resulted in C3.ai significantly lagging in terms of growth, adoption, and profitability when compared to Palantir.In q3’24, Palantir closed 104 deals valued over $1mm. The firm is realizing an improved deal cycle by taking customers from prototype to production driven by its AIP platform, resulting in both new customer acquisitions and existing customer expansions. Revenue from Palantir’s top 20 customers grew by 12% on a year-over-year basis to $60mm per customer. Total commercial contract value grew by 52% on a year-over-year basis to $612mm with a grand total value of $1.1b.One example management provided was reducing the time it takes for an insurance company to underwrite policies from 2 weeks to 3 hours through the automation of the underwriting workflows. This was done through the deployment of 78 AI agents. I believe that this will reduce the insurance company’s operational and administrative costs, resulting in major cost savings as well as a positioning of the firm with a shorter sales cycle. Palantir also referred to helping Trinity Rail develop a functional workflow that helped improve the company’s bottom line by $30mm.On the domestic front, Palantir grew its US commercial business by 54% on a year-over-year basis as well as a 40% year-over-year growth rate for its US government business. Palantir fully ramped up its Titan program in q3’24 as part of its DoD contract. In addition to this, Palantir is finding success with its Maven program that automates the targeting and firing process, resulting in a 99% reduction in necessary staff to manage the system.Palantir Financial PositionCorporate ReportsPalantir’s top-line growth began accelerating in q2’23 and has since reached 30% in q3’24 as enterprises and sovereign governments accelerate their AI adoption. I believe Palantir may continue realizing accelerated growth in the coming years as enterprises seek to better manage margins and growth through operational automation and optimization. For this reason, I’m forecasting Palantir to report $2.8b in net revenue and an adjusted EPS of $0.37/share for eFY24. I’m forecasting the top-line to grow by 28% in eFY25 to $2.8b and taper down to 27% growth in eFY26 to $3.6b.I’m also forecasting Palantir to continue expanding its adjusted operating margin as the firm realizes economies of scale through further customer adoption. I’m forecasting Palantir’s “Rule Of” to expand to 64% for eFY24 and grow to 66% in eFY25. For reference, Palantir calculates its “Rule Of” by adding top-line growth and adjusted operating margin.Corporate ReportsOne headwind that may hinder some growth is the power constraint as it pertains to the growing data center footprint. As discussed in my report covering Microsoft (MSFT) the data center footprint is forecast to grow at a 23% CAGR through 2030 driven by AI training and inferencing. One major factor that may impede this growth is sourcing baseload capacity. I have reason to believe that the grid is being incrementally stretched thin for additional data center capacity, resulting in the hyperscalers seeking additional power sources, including dedicated baseload capacity through partnerships with the utilities. Given the substantial interest in nuclear power, specifically small modular reactors [SMRs], much of the capacity will not likely be built out until 2030-2035 as the technology has yet to be proven. Given Palantir’s low profile, this may not be a substantial impact to the firm’s growth trajectory.Risks Related To PalantirBull CasePalantir is driving adoption across both its commercial and government businesses, leading to an acceleration in its top-line growth rate. The firm has proven that its high level of growth doesn’t have to sacrifice margins, resulting in a “Rule Of” 68% in q3’24. I believe that Palantir may also benefit from the recent administration change in the US, as government efficiency will be a primary initiative. Given Elon Musk’s interest in AI development, I believe that Palantir may be well-positioned to expand its roots across various governmental departments to help reduce overhead and administrative costs while boosting performance efficiency.As it relates to its share price performance, Palantir was added to the S&P 500 on September 23, 2024, resulting in an increased shareholder base through passive investors buying into the index. I believe that this may in part be the cause of the stock’s significant valuation expansion in the last few months.Bear CasePalantir’s valuation is at its all-time high at 54x trailing twelve-month sales. This may result in investor hesitancy as shares are significantly more expensive when compared to a year ago when shares were trading below 20x sales.Palantir is currently expanding its headcount to support the growth of the business. If growth were to stall out or not continue to accelerate at the current rate, the firm may realize margin compression, and in turn, a decline in its “Rule Of”.The stock performance may also trigger the firm to accelerate its stock-based compensation program if certain market-based vesting criteria are met, resulting in further dilution of the share count. In addition to this, insiders have been consistently selling shares, potentially signaling a more bearish sentiment to investors. To offset stock-based compensation, Palantir repurchased 1.8mm shares in q3’24 with $954mm remaining in its share repurchase program.Valuation & Shareholder ValueCorporate ReportsPLTR shares have reached their all-time high in terms of price and valuation, commanding a market cap of $146b at 55x price/sales. PLTR shares are currently trading at a significant premium over its competitors, holding an enterprise-value weighted average price/sales multiple of 13.87x. The purpose of weighting the competitors’ multiples based on enterprise value is to control for size and how much of the market shares command. Despite this high multiple, I believe PLTR’s valuation is justified by its accelerated growth trajectory and its strong profitability.Seeking AlphaGiven the steep run-up in price, I have reason to believe that shares may retrace in the near-term to $54/share before returning to growth.TradingViewI believe that the ultimate questions investors must ask is whether the high valuation is justified by the firm’s growth and margins, and whether shares can be sustained at these levels. I believe that with the new shareholder base being included in the S&P 500, PLTR shares have a certain level of baseline growth implied through the growth of the broader market, driven by index investors. Though only accounting for 0.24% of the index, I anticipate that growth in the index will positively impact PLTR shares.Using an internal valuation model based on my growth forecast and the firm’s historical valuation range, I believe PLTR shares have outpaced its eFY25 levels, suggesting a HOLD rating.Looking further out to eFY26, I believe PLTR shares may have some gas left in the tank to appreciate by 20% to $73.70/share at 39.39x eFY26 price/sales. Despite the averages used in the model, I believe shares may run as far as $80.46/share at 54.61x eFY25 price/sales if the company continues to outpace expectations in terms of growth and margin expansion.Given the risks involved, I am maintaining my STRONG BUY rating with a price target of $73.70/share at 39.39x eFY26 price/sales.Corporate Reports","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370568248566104,"gmtCreate":1731509891110,"gmtModify":1731554103067,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","text":"$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!","images":[{"img":"https://community-static.tradeup.com/news/183335447ed81b55d37451ff305f93f3","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/370568248566104","isVote":1,"tweetType":1,"viewCount":3162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370285171015792,"gmtCreate":1731429882357,"gmtModify":1731429886637,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","listText":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","text":"As usual all the negativity from this community which couldn't accept that reality differs from their theory books..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370285171015792","repostId":"1135175736","repostType":4,"repost":{"id":"1135175736","kind":"news","pubTimestamp":1731426796,"share":"https://ttm.financial/m/news/1135175736?lang=en_US&edition=fundamental","pubTime":"2024-11-12 23:53","market":"us","language":"en","title":"Palantir: Take Profits Before It's Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1135175736","media":"seekingalpha","summary":"SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong grow","content":"<html><head></head><body><h2 id=\"id_3777394302\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Palantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.</p></li><li><p>While Q3 results showed strong growth and improved profitability, the stock&#39;s current price assumes flawless future execution, creating an unfavorable risk-reward scenario.</p></li><li><p>Recent insider sales, including $1.2 billion by the CEO, and a retail-heavy shareholder base increase vulnerability to market shifts and volatility.</p></li><li><p>Given the stretched valuation and risks, investors with gains should consider trimming positions, as current levels may not justify the stock’s elevated price.</p></li></ul><p>After Q3 2024 Earnings of Palantir Technologies&#39; (NYSE:PLTR) I am taking a contrarian stance and initiating a Sell rating with a fair value estimate of $38.50. Because of overvaluation at its current market valuation of $60 per share, even when factoring in the substantial momentum in its artificial intelligence initiatives.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2cc3c3ff5b7d1c443e5ebeb2d048a9b3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">The journey of Palantir&#39;s stock has been nothing short of remarkable, surging 687% from its May 2023 lows. While this appreciation was initially grounded in legitimate fundamental improvements, I believe the rally has now entered dangerous territory driven more by market euphoria around AI adoption than by rational valuation metrics. The current forward Non-GAAP P/E ratio of 158x and EV/Sales multiple of 46x represent premiums that are difficult to justify under any reasonable growth assumptions.</p><p style=\"text-align: left;\">Looking at Palantir&#39;s recent operational performance the company has undeniably executed well on its growth strategy. The third quarter of 2024 marked a significant milestone with revenue reaching $725.5 million exceeding analyst estimates by $22 million. This represented a 30% YoY growth rate, notably accelerating from previous quarters. What&#39;s particularly impressive is the composition of this growth: U.S. commercial revenue surged 54% YoY while the traditionally stable government segment grew by a robust 40%.</p><p style=\"text-align: left;\">The company&#39;s transformation in profitability metrics has been even more remarkable. Free cash flow generation reached $434.5 million in Q3 representing a staggering 208% YoY increase. More importantly, free cash flow margins expanded to 60%, compared to 25% in the year-ago period, demonstrating operational leverage in the business model. This improvement in cash generation efficiency suggests that Palantir has successfully transitioned from its previous cash burning growth phase to a more sustainable financial model.</p><p style=\"text-align: left;\">The addition of new U.S. commercial customers in Q3 alone, bringing the total commercial customer base to 498 (representing 51% YoY growth), indicates strong market acceptance of Palantir&#39;s expanded product portfolio, particularly its Artificial Intelligence Platform (AIP). The growth in commercial customers is especially significant, as it reduces the company&#39;s historical dependence on government contracts and validates its ability to compete in the broader enterprise market.</p><p style=\"text-align: left;\">However, this is where I diverge from the bullish narrative. While these operational improvements are impressive, I believe the current valuation has overshot what these fundamentals can reasonably support. The market is effectively pricing in not just continued excellence but perfect execution for years to come. Based on Wall Street&#39;s earnings estimates, which project 17% earnings growth over the next twelve months, the forward P/E ratio of 158x is dramatically overdone. For context, this gives Palantir a PEG ratio of 6, nearly three times higher than the 2.0 level typically considered expensive.</p><p style=\"text-align: left;\">What&#39;s particularly concerning is the sharp disconnect between Palantir&#39;s valuation and both its historical averages and peers. Even among high-growth software peers like Snowflake and CrowdStrike, which trade at rich valuations themselves, Palantir&#39;s multiples stand out as extreme.</p><p style=\"text-align: left;\">The core issue isn&#39;t whether Palantir is a good company - it clearly is - but whether it&#39;s a good investment at current price. The market has pushed the stock well beyond what even the most optimistic growth scenarios can justify creating a precarious situation where any slight disappointment in execution could trigger significant multiple compression. This sets up an unfavorable risk-reward dynamic that investors should carefully consider especially given the stock&#39;s spectacular YTD appreciation.</p><h2 id=\"id_1507115959\" style=\"text-align: left;\">Severe Overvaluation</h2><p style=\"text-align: left;\">The reason why I am making an argument for taking profits is mainly because of its currently inflated valuation metrics which have reached levels that are difficult to justify even under the most optimistic growth scenarios. Palantir&#39;s current valuation ratios reveal a concerning image of the company&#39;s fundamental value and its market price even when accounting for its impressive AI-driven growth trajectory and strong government relationships.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a996a424f4c3c2f0cf0c0f39208cbec\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"456\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Palantir currently trades at a forward P/E ratio of 158x, representing a staggering 500% premium to the sector median of 25.67x. This premium becomes even more pronounced when examining other key metrics. The company&#39;s EV/Sales (FWD) multiple of 46x stands at an astronomical 1,365% above the sector median of 3.15x, while its EV/EBITDA (FWD) ratio of 118x commands a 667% premium to the sector median of just 15.5x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/429e4771aa892796b95e9f6dd596c772\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"721\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">When comparing Palantir to its closest peers in the enterprise software and AI space, typically high-growth software companies typically command premium valuations, but Palantir&#39;s multiples stand out as extreme even in this context. Looking at forward P/E ratios, established players like Synopsys (SNPS) and Cadence (CDNS) trade at 37.2x and 50.13x respectively, while even high-growth cybersecurity leader CrowdStrike trades at a lower multiple of 91.9x. Only Snowflake (SNOW), at 203x, trades at a higher forward P/E, though notably, its EV/Sales multiple of 10.56x is substantially lower than Palantir&#39;s 46x.</p><p style=\"text-align: left;\">The bull case for maintaining these premium valuations rests heavily on Palantir&#39;s Artificial Intelligence Platform (AIP) and its entrenched position within government agencies. However, this argument has its own flaws. First, the company&#39;s current 30% revenue growth rate (YoY) is impressive. The margin expansion is also impressive but faces natural limitations. Palantir has successfully transitioned from being a cash burning growth company to achieving a net income margin of nearly 20%, with free cash flow margins expanding to 60% from 25% a year ago. However, maintaining this pace of improvement will become increasingly difficult as the company scales.</p><p style=\"text-align: left;\">Competition in the commercial space poses another significant challenge to Palantir&#39;s premium valuation. While the company&#39;s government relationships provide a strong moat for that segment of the business, the commercial space is highly competitive. Palantir faces formidable competition from established players like IBM, CrowdStrike (CRWD), SentinelOne (S), Oracle (ORCL) and Microsoft (MSFT) with deep pockets and strong AI capabilities.</p><p style=\"text-align: left;\">My price target for (PLTR), incorporating both growth prospects and market conditions, points to a fair value estimate of $38.50 per share. This target reflects a comprehensive assessment of Palantir&#39;s growth trajectory and earnings potential, while acknowledging the premium multiply the market has historically awarded to the company.</p><p style=\"text-align: left;\">Using a growth adjusted valuation framework, Wall Street&#39;s median price target of $28 per share appears plausible, implying a potential downside of 47% from current levels. Even if we use more optimistic assumptions - a 25% annual EPS growth rate and a premium forward P/E multiple of 55x - my analysis suggests a fair value of $38.50.</p><p style=\"text-align: left;\">What makes this valuation situation particularly precarious is the high concentration of retail investors in Palantir&#39;s shareholder base, with approximately 50% of shares held by retail investors. This ownership structure could amplify volatility in both directions, potentially leading to rapid multiple compression if market sentiment shifts or if the company faces any execution challenges in maintaining its current growth trajectory.</p><p style=\"text-align: left;\">My methodology behind this price target, I projected Palantir&#39;s earnings growth over the next three years, factoring in the company&#39;s improving profitability metrics and market expansion opportunities. l assume a 25% annual EPS growth rate through 2027, which is aggressive but also aligns with the company&#39;s transition from a growth-at-all-costs model to one focused on profitability. This growth rate factors in Wall Street&#39;s expectations for the AI platform market, which IDC estimates will grow at 41% annually through 2028, but Palantir&#39;s scale will make maintaining hypergrowth increasingly challenging.</p><p style=\"text-align: left;\">Applying this growth rate to current earnings projections yields an estimated FY 2027 EPS of $0.70 per share. The target multiple of 55x forward earnings, while rich by broad market standards but because of Palantir&#39;s historical premium position within the enterprise software sector. Even this generous multiple represents a significant compression from current levels.</p><p style=\"text-align: left;\">The downside risk scenario deserves particular attention, especially given current market conditions. In a broader market downturn or during periods of multiple compression, Palantir&#39;s stock could face substantially more pressure than my base case. During market stress periods, high multiple software stocks often see their valuations compress to levels that would imply a price below $20 per share for Palantir. This risk is amplified by the company&#39;s shareholder composition, as I mentioned earlier 50% of shares held by retail investors potentially leading to more volatile trading during market distress.</p><h2 id=\"id_3062713452\" style=\"text-align: left;\">Insider Sales</h2><p style=\"text-align: left;\">The recent pattern of insider selling at Palantir is a significant red flag that investors cannot afford to ignore. According to Jefferies&#39; analysis,</p><blockquote><p>Palantir&#39;s CEO having sold more than $1.2 billion of stock in the past three months, representing approximately 14% of his stake.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b85c39dba9b6b238fae8955569751f8b\" alt=\"TrendSpider\" title=\"TrendSpider\" tg-width=\"1024\" tg-height=\"654\"/><span>TrendSpider</span></p><p style=\"text-align: left;\">While it&#39;s common for executives to maintain pre-planned selling programs through 10b5-1 plans, both the magnitude and timing of these sales warrant careful scrutiny. The uptick in insider sales becomes particularly noteworthy when viewed against the backdrop of Palantir&#39;s broader risk/reward profile, which has shifted dramatically following the stock&#39;s 687% surge from its May 2023 lows.</p><p style=\"text-align: left;\">Looking at near term catalysts, Palantir faces several challenges that could trigger multiple compression. The company&#39;s government business, while strong at 40% YoY growth, may face growth constraints due to budget limitations. As noted in their recent 10-Q filing, Palantir acknowledges that</p><blockquote><p>Until recent quarters, we had a history of incurring net losses, and we anticipate our operating expenses will continue to increase and we may not be able to achieve or maintain profitability in the future - PLTR Q3 10-Q Filing</p></blockquote><p style=\"text-align: left;\">This caution from management stands in stark contrast to the market&#39;s current optimistic pricing. While Palantir&#39;s AIP platform shows promise, the commercial market&#39;s higher churn risk and more competitive dynamics could pressure growth rates. These risk factors, combined with the current valuation premiums and accelerating insider sales, create an asymmetric risk/reward profile that tilts heavily toward risk at current price levels. While the stock could certainly continue its momentum-driven rally in the near term, the fundamental support for current valuations appears increasingly tenuous, suggesting investors should seriously consider taking profits and reducing exposure to more reasonable levels.</p><h2 id=\"id_3996692481\" style=\"text-align: left;\">Time to Take Profits</h2><p style=\"text-align: left;\">While I am impressed by Palantir&#39;s execution and long-term potential, the risk/reward profile at current levels is simply unattractive. The combination of:</p><ul style=\"\"><li><p>Extreme valuation premiums across all metrics</p></li><li><p>Increasing insider sales</p></li><li><p>High retail investor concentration (about 50% of float)</p></li></ul><p style=\"text-align: left;\">Creates a potentially volatile situation where any slight disappointment could trigger significant multiple compression.</p><p style=\"text-align: left;\">For investors sitting on substantial gains, I believe now is an opportune time to at least trim positions and lock in profits. The stock&#39;s momentum could certainly continue in the near term, but the downside risks now outweigh the potential for further upside. In my view, waiting for a better entry point would be the prudent strategy for those looking to initiate or add to positions.</p></body></html>","source":"lsy1642056764450","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: Take Profits Before It's Too Late</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: Take Profits Before It's Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-12 23:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4736156-palantir-take-profits-before-its-too-late><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4736156-palantir-take-profits-before-its-too-late\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4736156-palantir-take-profits-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135175736","content_text":"SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong growth and improved profitability, the stock's current price assumes flawless future execution, creating an unfavorable risk-reward scenario.Recent insider sales, including $1.2 billion by the CEO, and a retail-heavy shareholder base increase vulnerability to market shifts and volatility.Given the stretched valuation and risks, investors with gains should consider trimming positions, as current levels may not justify the stock’s elevated price.After Q3 2024 Earnings of Palantir Technologies' (NYSE:PLTR) I am taking a contrarian stance and initiating a Sell rating with a fair value estimate of $38.50. Because of overvaluation at its current market valuation of $60 per share, even when factoring in the substantial momentum in its artificial intelligence initiatives.Data by YChartsThe journey of Palantir's stock has been nothing short of remarkable, surging 687% from its May 2023 lows. While this appreciation was initially grounded in legitimate fundamental improvements, I believe the rally has now entered dangerous territory driven more by market euphoria around AI adoption than by rational valuation metrics. The current forward Non-GAAP P/E ratio of 158x and EV/Sales multiple of 46x represent premiums that are difficult to justify under any reasonable growth assumptions.Looking at Palantir's recent operational performance the company has undeniably executed well on its growth strategy. The third quarter of 2024 marked a significant milestone with revenue reaching $725.5 million exceeding analyst estimates by $22 million. This represented a 30% YoY growth rate, notably accelerating from previous quarters. What's particularly impressive is the composition of this growth: U.S. commercial revenue surged 54% YoY while the traditionally stable government segment grew by a robust 40%.The company's transformation in profitability metrics has been even more remarkable. Free cash flow generation reached $434.5 million in Q3 representing a staggering 208% YoY increase. More importantly, free cash flow margins expanded to 60%, compared to 25% in the year-ago period, demonstrating operational leverage in the business model. This improvement in cash generation efficiency suggests that Palantir has successfully transitioned from its previous cash burning growth phase to a more sustainable financial model.The addition of new U.S. commercial customers in Q3 alone, bringing the total commercial customer base to 498 (representing 51% YoY growth), indicates strong market acceptance of Palantir's expanded product portfolio, particularly its Artificial Intelligence Platform (AIP). The growth in commercial customers is especially significant, as it reduces the company's historical dependence on government contracts and validates its ability to compete in the broader enterprise market.However, this is where I diverge from the bullish narrative. While these operational improvements are impressive, I believe the current valuation has overshot what these fundamentals can reasonably support. The market is effectively pricing in not just continued excellence but perfect execution for years to come. Based on Wall Street's earnings estimates, which project 17% earnings growth over the next twelve months, the forward P/E ratio of 158x is dramatically overdone. For context, this gives Palantir a PEG ratio of 6, nearly three times higher than the 2.0 level typically considered expensive.What's particularly concerning is the sharp disconnect between Palantir's valuation and both its historical averages and peers. Even among high-growth software peers like Snowflake and CrowdStrike, which trade at rich valuations themselves, Palantir's multiples stand out as extreme.The core issue isn't whether Palantir is a good company - it clearly is - but whether it's a good investment at current price. The market has pushed the stock well beyond what even the most optimistic growth scenarios can justify creating a precarious situation where any slight disappointment in execution could trigger significant multiple compression. This sets up an unfavorable risk-reward dynamic that investors should carefully consider especially given the stock's spectacular YTD appreciation.Severe OvervaluationThe reason why I am making an argument for taking profits is mainly because of its currently inflated valuation metrics which have reached levels that are difficult to justify even under the most optimistic growth scenarios. Palantir's current valuation ratios reveal a concerning image of the company's fundamental value and its market price even when accounting for its impressive AI-driven growth trajectory and strong government relationships.Data by YChartsPalantir currently trades at a forward P/E ratio of 158x, representing a staggering 500% premium to the sector median of 25.67x. This premium becomes even more pronounced when examining other key metrics. The company's EV/Sales (FWD) multiple of 46x stands at an astronomical 1,365% above the sector median of 3.15x, while its EV/EBITDA (FWD) ratio of 118x commands a 667% premium to the sector median of just 15.5x.Data by YChartsWhen comparing Palantir to its closest peers in the enterprise software and AI space, typically high-growth software companies typically command premium valuations, but Palantir's multiples stand out as extreme even in this context. Looking at forward P/E ratios, established players like Synopsys (SNPS) and Cadence (CDNS) trade at 37.2x and 50.13x respectively, while even high-growth cybersecurity leader CrowdStrike trades at a lower multiple of 91.9x. Only Snowflake (SNOW), at 203x, trades at a higher forward P/E, though notably, its EV/Sales multiple of 10.56x is substantially lower than Palantir's 46x.The bull case for maintaining these premium valuations rests heavily on Palantir's Artificial Intelligence Platform (AIP) and its entrenched position within government agencies. However, this argument has its own flaws. First, the company's current 30% revenue growth rate (YoY) is impressive. The margin expansion is also impressive but faces natural limitations. Palantir has successfully transitioned from being a cash burning growth company to achieving a net income margin of nearly 20%, with free cash flow margins expanding to 60% from 25% a year ago. However, maintaining this pace of improvement will become increasingly difficult as the company scales.Competition in the commercial space poses another significant challenge to Palantir's premium valuation. While the company's government relationships provide a strong moat for that segment of the business, the commercial space is highly competitive. Palantir faces formidable competition from established players like IBM, CrowdStrike (CRWD), SentinelOne (S), Oracle (ORCL) and Microsoft (MSFT) with deep pockets and strong AI capabilities.My price target for (PLTR), incorporating both growth prospects and market conditions, points to a fair value estimate of $38.50 per share. This target reflects a comprehensive assessment of Palantir's growth trajectory and earnings potential, while acknowledging the premium multiply the market has historically awarded to the company.Using a growth adjusted valuation framework, Wall Street's median price target of $28 per share appears plausible, implying a potential downside of 47% from current levels. Even if we use more optimistic assumptions - a 25% annual EPS growth rate and a premium forward P/E multiple of 55x - my analysis suggests a fair value of $38.50.What makes this valuation situation particularly precarious is the high concentration of retail investors in Palantir's shareholder base, with approximately 50% of shares held by retail investors. This ownership structure could amplify volatility in both directions, potentially leading to rapid multiple compression if market sentiment shifts or if the company faces any execution challenges in maintaining its current growth trajectory.My methodology behind this price target, I projected Palantir's earnings growth over the next three years, factoring in the company's improving profitability metrics and market expansion opportunities. l assume a 25% annual EPS growth rate through 2027, which is aggressive but also aligns with the company's transition from a growth-at-all-costs model to one focused on profitability. This growth rate factors in Wall Street's expectations for the AI platform market, which IDC estimates will grow at 41% annually through 2028, but Palantir's scale will make maintaining hypergrowth increasingly challenging.Applying this growth rate to current earnings projections yields an estimated FY 2027 EPS of $0.70 per share. The target multiple of 55x forward earnings, while rich by broad market standards but because of Palantir's historical premium position within the enterprise software sector. Even this generous multiple represents a significant compression from current levels.The downside risk scenario deserves particular attention, especially given current market conditions. In a broader market downturn or during periods of multiple compression, Palantir's stock could face substantially more pressure than my base case. During market stress periods, high multiple software stocks often see their valuations compress to levels that would imply a price below $20 per share for Palantir. This risk is amplified by the company's shareholder composition, as I mentioned earlier 50% of shares held by retail investors potentially leading to more volatile trading during market distress.Insider SalesThe recent pattern of insider selling at Palantir is a significant red flag that investors cannot afford to ignore. According to Jefferies' analysis,Palantir's CEO having sold more than $1.2 billion of stock in the past three months, representing approximately 14% of his stake.TrendSpiderWhile it's common for executives to maintain pre-planned selling programs through 10b5-1 plans, both the magnitude and timing of these sales warrant careful scrutiny. The uptick in insider sales becomes particularly noteworthy when viewed against the backdrop of Palantir's broader risk/reward profile, which has shifted dramatically following the stock's 687% surge from its May 2023 lows.Looking at near term catalysts, Palantir faces several challenges that could trigger multiple compression. The company's government business, while strong at 40% YoY growth, may face growth constraints due to budget limitations. As noted in their recent 10-Q filing, Palantir acknowledges thatUntil recent quarters, we had a history of incurring net losses, and we anticipate our operating expenses will continue to increase and we may not be able to achieve or maintain profitability in the future - PLTR Q3 10-Q FilingThis caution from management stands in stark contrast to the market's current optimistic pricing. While Palantir's AIP platform shows promise, the commercial market's higher churn risk and more competitive dynamics could pressure growth rates. These risk factors, combined with the current valuation premiums and accelerating insider sales, create an asymmetric risk/reward profile that tilts heavily toward risk at current price levels. While the stock could certainly continue its momentum-driven rally in the near term, the fundamental support for current valuations appears increasingly tenuous, suggesting investors should seriously consider taking profits and reducing exposure to more reasonable levels.Time to Take ProfitsWhile I am impressed by Palantir's execution and long-term potential, the risk/reward profile at current levels is simply unattractive. The combination of:Extreme valuation premiums across all metricsIncreasing insider salesHigh retail investor concentration (about 50% of float)Creates a potentially volatile situation where any slight disappointment could trigger significant multiple compression.For investors sitting on substantial gains, I believe now is an opportune time to at least trim positions and lock in profits. The stock's momentum could certainly continue in the near term, but the downside risks now outweigh the potential for further upside. In my view, waiting for a better entry point would be the prudent strategy for those looking to initiate or add to positions.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368477669101800,"gmtCreate":1731001911634,"gmtModify":1731001915472,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"I'm all for Long.","listText":"I'm all for Long.","text":"I'm all for Long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368477669101800","repostId":"1141256860","repostType":2,"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367845603479776,"gmtCreate":1730823894603,"gmtModify":1730823898556,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","text":"$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367845603479776","isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"content":"We’re closing in again to the next price everyone 😉","text":"We’re closing in again to the next price everyone 😉","html":"We’re closing in again to the next price everyone 😉"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":496324123418816,"gmtCreate":1762195402708,"gmtModify":1762227582037,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Wait for&nbsp;it... Out soon!","text":"$Palantir Technologies Inc.(PLTR)$ Wait for it... Out soon!","images":[{"img":"https://community-static.tradeup.com/news/a1829c6a0fb2cd88a5799e3b4acfa3be","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":104,"commentSize":8,"repostSize":68,"link":"https://ttm.financial/post/496324123418816","isVote":1,"tweetType":1,"viewCount":3909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212880058167262","authorId":"4212880058167262","name":"Urfriend","avatar":"https://community-static.tradeup.com/news/7390e0cc158f11dbc138694d018a8647","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4212880058167262","idStr":"4212880058167262"},"content":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","text":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??","html":"Now you how many shares at that cost price ?? 1??? Well done that is the most impressive return I have ever seen , unless someone has better. Well done great investing, how long for this return ??"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","text":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999.","html":"If this stock goes down a whopping 90%, it still has a PE of 69. Not saying when it will crash, but that is staggering to think about and reminds me of Qualcomm in 1999."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344429415919960,"gmtCreate":1725081990355,"gmtModify":1725277670433,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","listText":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","text":"Over valuation is probably what someone who'd missed the lows who'd say in an attempt to snap it up again. Anyone who used Palantir's software would know that once integrated into a corporate system, would be difficult to exit let alone employees who are unwilling to give it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":93,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/344429415919960","repostId":"2463723624","repostType":2,"isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370568248566104,"gmtCreate":1731509891110,"gmtModify":1731554103067,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; You can't find another like Palantir!","text":"$Palantir Technologies Inc.(PLTR)$ You can't find another like Palantir!","images":[{"img":"https://community-static.tradeup.com/news/183335447ed81b55d37451ff305f93f3","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/370568248566104","isVote":1,"tweetType":1,"viewCount":3162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio's growth is impressive! Your ability to identify undervalued companies is truly a skill. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367742221537608,"gmtCreate":1730821383153,"gmtModify":1730821387504,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"\"Hold\" for more to come","listText":"\"Hold\" for more to come","text":"\"Hold\" for more to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367742221537608","repostId":"2481507222","repostType":4,"repost":{"id":"2481507222","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1730817329,"share":"https://ttm.financial/m/news/2481507222?lang=en_US&edition=fundamental","pubTime":"2024-11-05 22:35","market":"us","language":"en","title":"Palantir Stock Soared on Results, Hitting New Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2481507222","media":"Benzinga","summary":"Palantir Technologies Inc (NYSE:PLTR) shares are making new highs on Tuesday after the company reported strong quarterly results driven by &#34;unrelenting&#34; AI demand. ","content":"<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Soared on Results, Hitting New Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Soared on Results, Hitting New Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-05 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Palantir Technologies Inc</strong> (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3703f4db5ea0ef75deadabe6d959f551\" tg-width=\"831\" tg-height=\"836\"/></p><ul style=\"\"><li><p><strong>Q3 Revenue:</strong> $725.52 million, beating the consensus estimate of $701.13 million</p></li></ul><ul style=\"\"><li><p><strong>Q3 EPS:</strong> 6 cents, versus estimates of 4 cents</p></li></ul><p>Palantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.</p><p>The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,&#34; <strong>Alex Karp</strong>, co-founder and CEO of Palantir, said in a letter to shareholders.</p><p><strong>Guidance:</strong> Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.</p><p>Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.</p><p>&#34;We absolutely eviscerated this quarter, driven by unrelenting AI demand that won&#39;t slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,&#34; Karp said.</p><p>Following the print, Wedbush analyst <strong>Dan Ives</strong> maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”</p><p>&#34;Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,&#34; Ives said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41746288/palantir-stock-is-hitting-new-highs-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481507222","content_text":"Palantir Technologies Inc (NYSE:PLTR) shares soared 16% in morning trading, making new highs on Tuesday after the company reported strong quarterly results driven by “unrelenting” AI demand.Q3 Revenue: $725.52 million, beating the consensus estimate of $701.13 millionQ3 EPS: 6 cents, versus estimates of 4 centsPalantir reported 30% year-over-year revenue growth in the quarter propelled by continued strength in the U.S. The company said U.S. revenue grew 44% year-over-year as U.S. Commercial revenue jumped 54% and U.S. Government revenue climbed 40% year-over-year.The company beat analyst estimates on the top and bottom lines for the fifth consecutive quarter as margins expanded for the eighth straight quarter, and the company guided for continued GAAP operating income and net income in each quarter this year.Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.“The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers,\" Alex Karp, co-founder and CEO of Palantir, said in a letter to shareholders.Guidance: Palantir sees fourth-quarter revenue in the range of $767 million to $771 million, versus estimates of $741.44 million. The company also raised full-year guidance across its key metrics.Palantir now expects full-year revenue in the range of $2.805 billion to $2.809 billion versus estimates of $2.759 billion, and full-year U.S. commercial revenue in excess of $687 million, representing growth of at least 50%. The company now expects adjusted free cash flow to be in excess of $1 billion for the year.\"We absolutely eviscerated this quarter, driven by unrelenting AI demand that won't slow down. This is a U.S.-driven AI revolution that has taken full hold. The world will be divided between AI haves and have-nots. At Palantir, we plan to power the winners,\" Karp said.Following the print, Wedbush analyst Dan Ives maintained an Outperform rating on the stock noting that Palantir delivered “another robust quarter featuring beats across the board.”\"Despite the skeptics honing in on valuation for the past year, this was a major quarter to prove that PLTR’s partner ecosystem expansion and AIP bootcamps hit another gear,\" Ives said.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367845603479776,"gmtCreate":1730823894603,"gmtModify":1730823898556,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","text":"$Palantir Technologies Inc.(PLTR)$ Next price would be $55. So much potential for this stock. For those sellers in the early 40 range, they probably regretted following theories..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367845603479776","isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"content":"We’re closing in again to the next price everyone 😉","text":"We’re closing in again to the next price everyone 😉","html":"We’re closing in again to the next price everyone 😉"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524535270561072,"gmtCreate":1769086416690,"gmtModify":1769087433475,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","listText":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","text":"I would like to vote for the Tiger MagSafe Wallet! A practice accessory which I could carry with me everyday, whether is it indoors or outdoors. I look forward to using Tiger Brokers App comfortably while having my meals without straining my neck! Not to mention, the extra card sleeves came in handy for my new Tiger Boss Card!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524535270561072","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407475789258880,"gmtCreate":1740499112314,"gmtModify":1740499116041,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Good news for opportunists","listText":"Good news for opportunists","text":"Good news for opportunists","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407475789258880","isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004103521,"gmtCreate":1642519295185,"gmtModify":1676533718320,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","listText":"In&nbsp;order for us to show that we&nbsp;believe in yourcompany, your price needs to go down first 🤭","text":"In order for us to show that we believe in yourcompany, your price needs to go down first 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004103521","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"ATVI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919472961,"gmtCreate":1663855144153,"gmtModify":1676537350274,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Alright","listText":"Alright","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919472961","repostId":"1195007969","repostType":4,"repost":{"id":"1195007969","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663853730,"share":"https://ttm.financial/m/news/1195007969?lang=en_US&edition=fundamental","pubTime":"2022-09-22 21:35","market":"us","language":"en","title":"S&P 500 Opens Flat Following Wednesday’s Post-Fed Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=1195007969","media":"Tiger Newspress","summary":"The S&P 500 opened flat on Thursday after the major averages came off a day of steep losses followin","content":"<html><head></head><body><p>The S&amp;P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.</p><p>Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&amp;P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.</p><p>Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&amp;P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.</p><p>“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.</p><p>Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.</p><p>The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.</p><p>DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.</p><p>“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.</p><p>On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Opens Flat Following Wednesday’s Post-Fed Rout</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Opens Flat Following Wednesday’s Post-Fed Rout\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-22 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.</p><p>Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&amp;P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.</p><p>Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&amp;P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.</p><p>“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.</p><p>Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.</p><p>The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.</p><p>DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.</p><p>“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.</p><p>On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195007969","content_text":"The S&P 500 opened flat on Thursday after the major averages came off a day of steep losses following another large rate hike from the Federal Reserve.Stocks were mostly lower in early morning trading, with the Dow Jones Industrial Average last down 30 points, or 0.1%. The S&P 500 traded 0.1% lower. The Nasdaq Composite dipped 0.2%.Stocks closed lower on Wednesday, continuing the recent sell-off trend as investors evaluated the Fed’s latest comments. The Dow slumped 522 points. Both the S&P 500 and Nasdaq Composite shedding more than 1.7% each, putting both averages at their lowest levels since June 30 and July 1, respectively. The big drop in equities came in a volatile period after the Fed’s third consecutive 0.75 percentage point rate increase.“Yesterday’s FOMC meeting was a tough pill for markets to swallow and I think this likely continues for three reasons that came out of the Fed,” said Saira Malik, Nuveen’s chief investment officer, citing higher interest rates, inflation, and unemployment.Policymakers on Wednesday pledged to continue raising rates as high as 4.6% in 2023 before pulling back in the fight against inflation, spurring fears on Wall Street that the economy could tip into a recession as the central bank aims to slow economic growth.The Fed expects to raise its year-end rate to 4.4% in 2022, continuing aggressive action against rising prices through the remainder of the year.DoubleLine Capital CEO Jeffrey Gundlach said Wednesday on CNBC’s “Closing Bell: Overtime” that the Fed needs to slow its rapid pace of tightening.“Monetary policy has lags that are long and variable, but we’ve been tightening now for a while,” he said, noting that the impact of the tightening could lead to a recession. Shares of Robinhood jumped in the premarket amid a report that the SEC won’t ban payment for order flow.On the economic front, the latest data on weekly jobless claims came in slightly better than expectations.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216047738073256,"gmtCreate":1693746029574,"gmtModify":1693746033981,"author":{"id":"4101299314304390","authorId":"4101299314304390","name":"Avenite","avatar":"https://static.tigerbbs.com/b7cb9f66c2dfcd97ff88a4cdff7fe2ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101299314304390","idStr":"4101299314304390"},"themes":[],"htmlText":"Alright&nbsp;","listText":"Alright&nbsp;","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216047738073256","repostId":"2364730365","repostType":4,"repost":{"id":"2364730365","kind":"highlight","pubTimestamp":1693726994,"share":"https://ttm.financial/m/news/2364730365?lang=en_US&edition=fundamental","pubTime":"2023-09-03 15:43","market":"us","language":"en","title":"4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2364730365","media":"Motley Fool","summary":"The innovation-fueled Nasdaq Composite remains 13% below its all-time high, which means bargains can still be found.","content":"<div>\n<p>From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Preeminent Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-03 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","PYPL":"PayPal","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","TTM":"塔塔汽车"},"source_url":"https://www.fool.com/investing/2023/09/02/nasdaq-bear-market-4-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364730365","content_text":"From time to time, Wall Street is known to test the resolve of investors. This occurred during the quickest bear market decline in history (the COVID-19 crash), as well as in 2022, which saw the growth-focused Nasdaq Composite lose 33% of its value.However, time has a way of healing all wounds on Wall Street -- at least when it comes to the major stock indexes. Thus far in 2023, the Nasdaq Composite has rallied 33%, as of the closing bell on Aug. 29. Yet even with this stellar rally, the Nasdaq remains 13% below its November 2021 record-closing high.Whereas some investors would view this 13% decline over the past 21 months and change as a disappointment, long-term investors see it as an opportunity to pounce on game-changing growth stocks at a discount.What follows are four preeminent growth stocks you'll regret not buying in the wake of the Nasdaq bear market dip.PayPal HoldingsThe first top-tier growth stock that you'll be kicking yourself for not buying following the Nasdaq bear market swoon is fintech leader PayPal Holdings. Although investors appear concerned with PayPal's modestly lower gross margin and near-term lack of active user growth, the puzzle pieces are in place for the industry's leading digital payment player to thrive over the long run.For example, the deck has been stacked against PayPal for much of the past year. A historically high inflation rate in 2022, which carried into 2023, has threatened to reduce discretionary spending for low-earning workers. Yet, in spite of this challenge, PayPal managed 11% growth in total payment volume (TPV) in the second quarter on a currency-neutral basis. If PayPal can deliver double-digit TPV growth when times are tough, imagine how quickly its business will bounce back when the U.S. economy is once again firing on all cylinders?What's particularly intriguing about PayPal is the growing engagement it has with its 431 million active users. As of the end of June 2023, the average active account completed 54.7 transactions over the trailing-12-month (TTM) period. That's up from an average of 53.1 transactions over the TTM in the sequential first quarter, and 40.9 transactions over the TTM period to close out 2020. This steadily rising engagement is imperative for a fee-driven operating model like PayPal.Another reason for shareholders to be optimistic is management's capital-return program. The company's board approved up to $15 billion in share repurchases last year. Further, the company is targeting $1.3 billion in aggregate cost cuts in 2023. Together, these actions should help sustain double-digit growth in earnings per share.A forward price-to-earnings (P/E) ratio of 11 is criminally cheap for a fintech leader like PayPal.FastlyA second preeminent growth stock you'll regret not scooping up with the Nasdaq still well below its all-time high is edge computing company Fastly. Though Fastly is effectively at a 52-week high, a multitude of catalysts stand ready to push its shares even higher.The biggest knock against Fastly has long been its ongoing losses. The 2022 bear market was unforgiving to growth companies that were nowhere near profitability and had insufficient plans to control their spending. However, the hiring of Todd Nightingale as CEO changed everything.Nightingale had been the executive vice president of Cisco Systems' Enterprise Networking and Cloud division before taking the reins at Fastly. In short, he knows where to tighten the belt and when to depress the accelerator. Fastly's forward-looking outlook has continually improved since Nightingale took over one year ago. If things continue to improve, Fastly may be able to eke out a full-year profit next year.Beyond the addition of a tried-and-true leader in Nightingale, Fastly's biggest catalyst looks to be the rise of artificial intelligence (AI). Fastly is best known for its services as a content delivery network, with its goal to get information to end users as quickly and securely as possible. With more businesses shifting their data and operations into the cloud, and demand for information from end users continuing to grow, Fastly's usage-driven operating model is set to thrive.Despite losing money, many of Fastly's key performance indicators are headed in the right direction. Average enterprise customer spend has, with few exceptions, been slowly moving higher, while its dollar-based net expansion rate has consistently hovered between 118% and 123% for the past eight quarters. In simpler terms, existing customers are spending anywhere from 18% to 23% more on a year-over-year basis with Fastly. That's a recipe for success.BioMarin PharmaceuticalThe third magnificent growth stock you'll regret not buying following the Nasdaq bear market drop is biotech company BioMarin Pharmaceutical. Even though healthcare stocks have been largely left in the dust by megacap tech through the first eight months of 2023, select winners in the healthcare space, like BioMarin, have the tools and intangibles to reward patient investors.Before diving into company specifics, it's worth noting that healthcare stocks are quite defensive. No matter what the U.S. economy or stock market throws at drug companies, demand for their products isn't going to change. Patients who need lifesaving/improving therapies yesterday are going to need them in the future, no matter how well or poorly the U.S. economy is performing. This leads to highly predictable operating cash flow for companies like BioMarin.The key drug that makes BioMarin tick is Voxzogo. This is a U.S. Food and Drug Administration (FDA)-approved therapy designed to increase linear growth in children aged 5 and older with achondroplasia. Sales are up 273% through the first six months of 2023, with label expansion opportunities giving Voxzogo a chance at more than $1 billion in eventual peak annual sales. There's also plenty of excitement about Roctavian, which was approved by the FDA as a severe hemophilia A treatment in June 2023. BioMarin is prepping for its U.S. launch and working with public insurance funds in Europe to secure access to its new therapy throughout Europe.The icing on the cake for investors is that BioMarin strictly deals with ultra-rare diseases. Although there are clear risks in targeting a very small pool of patients, there are also rewards for approved therapies. Ultra-rare disease drugs approved by the FDA don't usually face pushback from insurers on pricing, and they often contend with little or no competition. This should preserve BioMarin's cash flow for a long time to come.Palo Alto NetworksA fourth preeminent growth stock you'll regret not buying in the wake of the Nasdaq bear market dip is cybersecurity stock Palo Alto Networks. Despite having a premium valuation in an uncertain economic environment, Palo Alto has continually demonstrated that it's worth every penny of its premium.Similar to BioMarin, what investors get with Palo Alto is cash-flow consistency. With businesses accelerating the pace at which they're moving data online and into the cloud following the COVID-19 pandemic, demand for third-party protection from the likes of Palo Alto have only increased. Regardless of what happens with U.S. economic growth, hackers don't take time off.On a more company-specific basis, Palo Alto's roughly five-year (and counting) shift toward a software-as-a-service (SaaS) subscription model has really paid off. Although it's still providing physical firewall products, 77% of the company's $6.89 billion in full-year sales in fiscal 2023 (ended July 31)  were derived from SaaS subscriptions. That's up from just shy of 62% in fiscal 2018. Focusing on SaaS subscriptions comes with a number of clear-cut advantages for Palo Alto. For starters, subscriptions retain customers far better than physical security solutions do. Secondly, the margins associated with subscriptions are higher than physical products, and the quarterly revenue recognition tends to be less lumpy. Third, and perhaps most important, an SaaS cybersecurity model that's cloud-based and reliant on AI will be more efficient at recognizing and responding to potential threats than on-premises security solutions.Lastly, Palo Alto Networks is having incredible success landing the big fish. In fiscal 2023, deals worth at least $10 million and $20 million jumped by 37% and 43%, respectively, from the prior-year period.  Though a steady stream of bolt-on acquisitions is helping Palo Alto reach new small- and medium-sized businesses, it's these larger deals that are really making a difference.","news_type":1,"symbols_score_info":{"TQQQ":0.6,"TTM":1,"PSQ":0.6,"PYPL":0.62,".IXIC":0.71,"SQQQ":0.6,"QID":0.6,"MNQmain":0.6,"QLD":0.6,"QQQ":0.6,"NQmain":1}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}