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Say..say..only.

03-28

Start to get rid of the dead wood asap.

Three Intel board members to retire in latest shakeup amid turnaround

Say..say..only.

03-26

None, i prefer to buy Palantir.

@chai88:Buy both !! Essential for the future!!! Hoot !!!! Hoot !!! Cheong !!!!

Say..say..only.

03-03

Get ready for the big buy backs this week & short covering by hedge funds. Lets see Pltr fly back up to 100 today.

Contrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.

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Three Intel INTC.O board members will not stand for reelection at its 2025 annual meeting, the chipmaker sai","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Three Intel board members to retire in latest shakeup amid turnaround </title></head><body><p>\n<span>March 27 (Reuters)</span><span> - </span>Three Intel <span>INTC.O</span> board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under <span>newly appointed</span> CEO Lip-Bu Tan.</p><p>Since late last year, the company has been reshuffling its board to make it more chip industry focused as it attempts to reclaim its lost glory under <span>new leadership</span>. </p><p>The latest move will shrink the size of the board to 11.</p><p>The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic <span>MDT.N</span>, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  </p><p>Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. </p><p>Meanwhile, Intel bolstered its board through the <span>appointments</span> of Eric Meurice, former CEO of chipmaking equipment provider ASML <span>ASML.AS</span>, and Steve Sanghi, interim CEO of Microchip Technology <span>MCHP.O</span>, in December. </p><p>The appointments followed the <span>ouster of</span> former CEO Pat Gelsinger.</p><p>The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. </p><p>\"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  </p><p>All other current directors will stand for reelection. </p><p>\"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRY</p><p>CEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - 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</span>Three Intel <span>INTC.O</span> board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under <span>newly appointed</span> CEO Lip-Bu Tan.</p><p>Since late last year, the company has been reshuffling its board to make it more chip industry focused as it attempts to reclaim its lost glory under <span>new leadership</span>. </p><p>The latest move will shrink the size of the board to 11.</p><p>The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic <span>MDT.N</span>, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  </p><p>Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. </p><p>Meanwhile, Intel bolstered its board through the <span>appointments</span> of Eric Meurice, former CEO of chipmaking equipment provider ASML <span>ASML.AS</span>, and Steve Sanghi, interim CEO of Microchip Technology <span>MCHP.O</span>, in December. </p><p>The appointments followed the <span>ouster of</span> former CEO Pat Gelsinger.</p><p>The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. </p><p>\"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  </p><p>All other current directors will stand for reelection. </p><p>\"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRY</p><p>CEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - the center of a turnaround strategy championed by former CEO Gelsinger. </p><p>Gelsinger's total severance payment stands at about $7.9 million and he has forfeited all his outstanding unvested equity awards, the company said. </p><p>Tan, who in August left Intel's board due to disagreements over the company's revival plan, rejoined as a director along with his appointment as CEO. </p><p>\"We will remain focused on executing this plan to reduce our operating expenses and capital expenditures, simplify our portfolio and eliminate organizational complexity,\" Tan said,  referring to the cost-savings plan introduced last year under Gelsinger, which included a <span>15% workforce reduction</span>. </p><p> (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Sriraj Kalluvila)</p><p> ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4515":"5G概念","LU1291159041.SGD":"CPR Invest - 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The latest move will shrink the size of the board to 11.The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic MDT.N, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. Meanwhile, Intel bolstered its board through the appointments of Eric Meurice, former CEO of chipmaking equipment provider ASML ASML.AS, and Steve Sanghi, interim CEO of Microchip Technology MCHP.O, in December. The appointments followed the ouster of former CEO Pat Gelsinger.The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. \"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  All other current directors will stand for reelection. \"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRYCEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - the center of a turnaround strategy championed by former CEO Gelsinger. Gelsinger's total severance payment stands at about $7.9 million and he has forfeited all his outstanding unvested equity awards, the company said. Tan, who in August left Intel's board due to disagreements over the company's revival plan, rejoined as a director along with his appointment as CEO. \"We will remain focused on executing this plan to reduce our operating expenses and capital expenditures, simplify our portfolio and eliminate organizational complexity,\" Tan said,  referring to the cost-savings plan introduced last year under Gelsinger, which included a 15% workforce reduction.  (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Sriraj Kalluvila) ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417747857829976,"gmtCreate":1742988561769,"gmtModify":1742995550270,"author":{"id":"4118108733122482","authorId":"4118108733122482","name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118108733122482","authorIdStr":"4118108733122482"},"themes":[],"htmlText":"None, i prefer to buy Palantir.&nbsp;","listText":"None, i prefer to buy Palantir.&nbsp;","text":"None, i prefer to buy Palantir.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417747857829976","repostId":"417724971155856","repostType":1,"repost":{"id":417724971155856,"gmtCreate":1742983176079,"gmtModify":1742983181265,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Buy both !! Essential for the future!!!&nbsp; Hoot !!!! Hoot !!! Cheong !!!!","listText":"Buy both !! Essential for the future!!!&nbsp; Hoot !!!! Hoot !!! Cheong !!!!","text":"Buy both !! Essential for the future!!! Hoot !!!! Hoot !!! Cheong !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417724971155856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409514999542096,"gmtCreate":1740988953160,"gmtModify":1740990279141,"author":{"id":"4118108733122482","authorId":"4118108733122482","name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118108733122482","authorIdStr":"4118108733122482"},"themes":[],"htmlText":"Get ready for the big buy backs this week &amp; short covering by hedge funds. Lets see Pltr fly back up to 100 today.&nbsp;","listText":"Get ready for the big buy backs this week &amp; short covering by hedge funds. Lets see Pltr fly back up to 100 today.&nbsp;","text":"Get ready for the big buy backs this week & short covering by hedge funds. Lets see Pltr fly back up to 100 today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409514999542096","repostId":"2516254414","repostType":2,"repost":{"id":"2516254414","kind":"highlight","pubTimestamp":1740943140,"share":"https://ttm.financial/m/news/2516254414?lang=&edition=full_marsco","pubTime":"2025-03-03 03:19","market":"fut","language":"en","title":"Contrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2516254414","media":"Motley Fool","summary":"The Pentagon has been tasked with finding ways to cut its budget by 8% -- or $50 billion per year -- over the next five years.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Given the Pentagon's history of failing audits and Trump's creation of the Department of Government Efficiency, it's not surprising to see the Pentagon receive some extra scrutiny.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Considering how much of Palantir's revenue comes from contracts with the U.S. military and intelligence agencies, some investors expect that defense budget cuts will hit the company's financials.</div>\n</li>\n</ul><div><p>For much of the last year, any time investors got news related to <strong>Palantir Technologies</strong> <span>(PLTR<span> 0.18%</span>)</span>, that news was overwhelmingly positive. In 2024, the data analytics specialist's stock was the top performer in the <strong>S&amp;P 500</strong> <span><span>(SNPINDEX: ^GSPC)</span>. It was also added to the <strong>Nasdaq-100</strong> index, and institutional investors finally warmed up to a business they had previously viewed as too heavily reliant on U.S. government contracts. </span></p><p>However, as smart investors know, no stock can go up in a straight line forever. And Palantir just hit its first major snag in quite some time.</p><p>Over the last 10 days or so, shares of Palantir have cratered by 24%. The sell-off was linked to a series of orders out of the White House that spooked investors.</p><p>Let's explore the specifics surrounding Palantir stock right now, and I'll explain my contrarian view that the current sell-off is overblown.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343121\" :show_benchmark_compare=\"false\" amount_change=\"0.15\" average_volume=\"94,223,902\" company_name=\"Palantir Technologies\" current_price=\"84.92\" daily_high=\"85.18\" daily_low=\"78.58\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"125.41\" fifty_two_week_low=\"20.33\" gross_margin=\"80.25\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PLTR.png\" market_cap=\"$199B\" pe_ratio=\"449.07\" percent_change=\"0.18\" symbol=\"PLTR\" volume=\"125,977,426\"></app></div><h2>Breaking down the details around the Pentagon budget</h2><p>In mid-February, President Trump expressed an interest in making some major changes to the nation's defense budget. On the surface, it appears that he is looking to identify cost reductions across the military and related defense agencies.</p><div><div><div></div></div></div><p>However, the details are still being refined.</p><p>Shortly after President Trump's suggestion, Secretary of Defense Pete Hegseth announced that the Pentagon would be looking to modify its budget by 8% annually over the next five years.</p><div></div><p>I want to emphasize my use of the word \"modify.\" While some pundits perceive the President's orders as demanding budget cuts, Secretary Hegseth has suggested that the Pentagon is working to identify programs that the administration deems non-pertinent to the military's core mission (national security) and then, per a Defense Department press release, redirect those funds to be \"spent on programs aligned with President Trump's priorities.\"</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F809124%2Fgettyimages-2162363632-2.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>I'm not surprised by these orders</h2><p>Back in November, the Department of Defense completed its seventh annual audit in a row that resulted in a \"disclaimer of opinion.\" That's basically a formal way for auditors to say they cannot confirm the total accuracy of financial statements. Given that the Pentagon's budget is around $850 billion, it's a bit disconcerting to learn that internal auditors have failed to fully account for the flow of funds for seven consecutive years.</p><div><div><div></div></div></div><p>In my mind, this dynamic was one of Trump's inspirations in his creation of the \"Department of Government Efficiency\" (DOGE), which he tapped Elon Musk to lead. And considering that DOGE is taking a magnifying glass to programs across the government, why wouldn't the Pentagon receive some increased scrutiny, particularly given its history of failing audits?</p><p>To me, it was obvious to expect that the President would task Secretary Hegseth with finding ways to trim and reallocate some of the Pentagon's budget.</p><h2>Palantir could benefit from these budget cuts</h2><p>The chart below illustrates the magnitude of Palantir's sell-off following news that the Pentagon had been ordered to find places to cut its budget. The main reason the shares took such a nosedive is that Palantir works closely with the U.S. government -- and, in particular, with military and intelligence agencies. In fact, more than half of Palantir's revenue comes from government contracts.</p><p><img src=\"https://media.ycharts.com/charts/0b4846b41308687556b3ce42cdb4bad0.png\"/></p><p>PLTR data by YCharts.</p><div><div><div></div></div></div><p>While no details are available yet, my suspicion is that the proposed 8% change to the Pentagon's budget will come through a combination of cost reductions and reallocations from non-core programs into more directly defense-centric initiatives.</p><p>On top of that, I tend to think most of the cost savings from these changes will come through reductions in employee headcount. It's not uncommon for workforces at large corporations to become bloated. For this reason, when companies decide to make major spending cuts, they almost always begin with layoffs, then follow up by identifying non-core vendor spending to reduce.</p><p>While the Pentagon may indeed begin slashing spending and renegotiating contracts with certain vendors, I expect Palantir will end up a major beneficiary of this cost-cutting plan. Its software programs have several artificial intelligence (AI) features integrated into them. Specifically, its AI platforms can help large enterprises model dynamic scenarios that account for changes in logistics, vendor procurement processes, headcount, inventory, and many other variables. As such, I think that rather than reducing the amount it spends with the company, the Pentagon will rely more heavily on Palantir to help it streamline its budget.</p><p>Lastly, Palantir tends to work with the Defense Department in highly classified environments. While the exact use cases for its tech are generally kept secret, I'm inclined to think the Pentagon will not cut spending on contracts with companies like Palantir that assist it in mission-critical operations.</p><div><div><div></div></div></div><p>For these reasons, I think Palantir's relationship with the government could become even closer as Washington adjusts the Pentagon's budget.</p><div></div></div></body></html>","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>Contrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.</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\">\nContrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 03:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.\n\n\n\n\n\n\n\nGiven the Pentagon's history of failing ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/\">Web 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.","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516254414","content_text":"President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.\n\n\n\n\n\n\n\nGiven the Pentagon's history of failing audits and Trump's creation of the Department of Government Efficiency, it's not surprising to see the Pentagon receive some extra scrutiny.\n\n\n\n\n\n\n\nConsidering how much of Palantir's revenue comes from contracts with the U.S. military and intelligence agencies, some investors expect that defense budget cuts will hit the company's financials.\n\nFor much of the last year, any time investors got news related to Palantir Technologies (PLTR 0.18%), that news was overwhelmingly positive. In 2024, the data analytics specialist's stock was the top performer in the S&P 500 (SNPINDEX: ^GSPC). It was also added to the Nasdaq-100 index, and institutional investors finally warmed up to a business they had previously viewed as too heavily reliant on U.S. government contracts. However, as smart investors know, no stock can go up in a straight line forever. And Palantir just hit its first major snag in quite some time.Over the last 10 days or so, shares of Palantir have cratered by 24%. The sell-off was linked to a series of orders out of the White House that spooked investors.Let's explore the specifics surrounding Palantir stock right now, and I'll explain my contrarian view that the current sell-off is overblown.Breaking down the details around the Pentagon budgetIn mid-February, President Trump expressed an interest in making some major changes to the nation's defense budget. On the surface, it appears that he is looking to identify cost reductions across the military and related defense agencies.However, the details are still being refined.Shortly after President Trump's suggestion, Secretary of Defense Pete Hegseth announced that the Pentagon would be looking to modify its budget by 8% annually over the next five years.I want to emphasize my use of the word \"modify.\" While some pundits perceive the President's orders as demanding budget cuts, Secretary Hegseth has suggested that the Pentagon is working to identify programs that the administration deems non-pertinent to the military's core mission (national security) and then, per a Defense Department press release, redirect those funds to be \"spent on programs aligned with President Trump's priorities.\"Image source: Getty Images.I'm not surprised by these ordersBack in November, the Department of Defense completed its seventh annual audit in a row that resulted in a \"disclaimer of opinion.\" That's basically a formal way for auditors to say they cannot confirm the total accuracy of financial statements. Given that the Pentagon's budget is around $850 billion, it's a bit disconcerting to learn that internal auditors have failed to fully account for the flow of funds for seven consecutive years.In my mind, this dynamic was one of Trump's inspirations in his creation of the \"Department of Government Efficiency\" (DOGE), which he tapped Elon Musk to lead. And considering that DOGE is taking a magnifying glass to programs across the government, why wouldn't the Pentagon receive some increased scrutiny, particularly given its history of failing audits?To me, it was obvious to expect that the President would task Secretary Hegseth with finding ways to trim and reallocate some of the Pentagon's budget.Palantir could benefit from these budget cutsThe chart below illustrates the magnitude of Palantir's sell-off following news that the Pentagon had been ordered to find places to cut its budget. The main reason the shares took such a nosedive is that Palantir works closely with the U.S. government -- and, in particular, with military and intelligence agencies. In fact, more than half of Palantir's revenue comes from government contracts.PLTR data by YCharts.While no details are available yet, my suspicion is that the proposed 8% change to the Pentagon's budget will come through a combination of cost reductions and reallocations from non-core programs into more directly defense-centric initiatives.On top of that, I tend to think most of the cost savings from these changes will come through reductions in employee headcount. It's not uncommon for workforces at large corporations to become bloated. For this reason, when companies decide to make major spending cuts, they almost always begin with layoffs, then follow up by identifying non-core vendor spending to reduce.While the Pentagon may indeed begin slashing spending and renegotiating contracts with certain vendors, I expect Palantir will end up a major beneficiary of this cost-cutting plan. Its software programs have several artificial intelligence (AI) features integrated into them. Specifically, its AI platforms can help large enterprises model dynamic scenarios that account for changes in logistics, vendor procurement processes, headcount, inventory, and many other variables. As such, I think that rather than reducing the amount it spends with the company, the Pentagon will rely more heavily on Palantir to help it streamline its budget.Lastly, Palantir tends to work with the Defense Department in highly classified environments. While the exact use cases for its tech are generally kept secret, I'm inclined to think the Pentagon will not cut spending on contracts with companies like Palantir that assist it in mission-critical operations.For these reasons, I think Palantir's relationship with the government could become even closer as Washington adjusts the Pentagon's budget.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":418395165687976,"gmtCreate":1743157340057,"gmtModify":1743157497393,"author":{"id":"4118108733122482","authorId":"4118108733122482","name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118108733122482","authorIdStr":"4118108733122482"},"themes":[],"htmlText":"Start to get rid of the dead wood asap.&nbsp;","listText":"Start to get rid of the dead wood asap.&nbsp;","text":"Start to get rid of the dead wood asap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418395165687976","repostId":"2522300315","repostType":2,"repost":{"id":"2522300315","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1743086896,"share":"https://ttm.financial/m/news/2522300315?lang=&edition=full_marsco","pubTime":"2025-03-27 22:48","market":"us","language":"en","title":"Three Intel board members to retire in latest shakeup amid turnaround","url":"https://stock-news.laohu8.com/highlight/detail?id=2522300315","media":"Reuters","summary":"Three Intel board members to retire in latest shakeup amid turnaround  March 27 (Reuters) - Three Intel INTC.O board members will not stand for reelection at its 2025 annual meeting, the chipmaker sai","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Three Intel board members to retire in latest shakeup amid turnaround </title></head><body><p>\n<span>March 27 (Reuters)</span><span> - </span>Three Intel <span>INTC.O</span> board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under <span>newly appointed</span> CEO Lip-Bu Tan.</p><p>Since late last year, the company has been reshuffling its board to make it more chip industry focused as it attempts to reclaim its lost glory under <span>new leadership</span>. </p><p>The latest move will shrink the size of the board to 11.</p><p>The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic <span>MDT.N</span>, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  </p><p>Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. </p><p>Meanwhile, Intel bolstered its board through the <span>appointments</span> of Eric Meurice, former CEO of chipmaking equipment provider ASML <span>ASML.AS</span>, and Steve Sanghi, interim CEO of Microchip Technology <span>MCHP.O</span>, in December. </p><p>The appointments followed the <span>ouster of</span> former CEO Pat Gelsinger.</p><p>The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. </p><p>\"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  </p><p>All other current directors will stand for reelection. </p><p>\"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRY</p><p>CEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - the center of a turnaround strategy championed by former CEO Gelsinger. </p><p>Gelsinger's total severance payment stands at about $7.9 million and he has forfeited all his outstanding unvested equity awards, the company said. </p><p>Tan, who in August left Intel's board due to disagreements over the company's revival plan, rejoined as a director along with his appointment as CEO. </p><p>\"We will remain focused on executing this plan to reduce our operating expenses and capital expenditures, simplify our portfolio and eliminate organizational complexity,\" Tan said,  referring to the cost-savings plan introduced last year under Gelsinger, which included a <span>15% workforce reduction</span>. </p><p> (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Sriraj Kalluvila)</p><p> ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))</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>Three Intel board members to retire in latest shakeup amid turnaround</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\">\nThree Intel board members to retire in latest shakeup amid turnaround\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-27 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Three Intel board members to retire in latest shakeup amid turnaround </title></head><body><p>\n<span>March 27 (Reuters)</span><span> - </span>Three Intel <span>INTC.O</span> board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under <span>newly appointed</span> CEO Lip-Bu Tan.</p><p>Since late last year, the company has been reshuffling its board to make it more chip industry focused as it attempts to reclaim its lost glory under <span>new leadership</span>. </p><p>The latest move will shrink the size of the board to 11.</p><p>The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic <span>MDT.N</span>, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  </p><p>Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. </p><p>Meanwhile, Intel bolstered its board through the <span>appointments</span> of Eric Meurice, former CEO of chipmaking equipment provider ASML <span>ASML.AS</span>, and Steve Sanghi, interim CEO of Microchip Technology <span>MCHP.O</span>, in December. </p><p>The appointments followed the <span>ouster of</span> former CEO Pat Gelsinger.</p><p>The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. </p><p>\"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  </p><p>All other current directors will stand for reelection. </p><p>\"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRY</p><p>CEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - the center of a turnaround strategy championed by former CEO Gelsinger. </p><p>Gelsinger's total severance payment stands at about $7.9 million and he has forfeited all his outstanding unvested equity awards, the company said. </p><p>Tan, who in August left Intel's board due to disagreements over the company's revival plan, rejoined as a director along with his appointment as CEO. </p><p>\"We will remain focused on executing this plan to reduce our operating expenses and capital expenditures, simplify our portfolio and eliminate organizational complexity,\" Tan said,  referring to the cost-savings plan introduced last year under Gelsinger, which included a <span>15% workforce reduction</span>. </p><p> (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Sriraj Kalluvila)</p><p> ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4515":"5G概念","LU1291159041.SGD":"CPR Invest - 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TECH OPPORTUNITY \"P\" (USD) ACC","INTC":"英特尔","BK4602":"量子计算概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","BK4529":"IDC概念","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4612":"AI芯片","BK4554":"元宇宙及AR概念"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250327:nL3N3QA164:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522300315","content_text":"Three Intel board members to retire in latest shakeup amid turnaround \nMarch 27 (Reuters) - Three Intel INTC.O board members will not stand for reelection at its 2025 annual meeting, the chipmaker said in a regulatory filing on Thursday, amid a historic transition under newly appointed CEO Lip-Bu Tan.Since late last year, the company has been reshuffling its board to make it more chip industry focused as it attempts to reclaim its lost glory under new leadership. The latest move will shrink the size of the board to 11.The members retiring include Omar Ishrak, former CEO of medical device maker Medtronic MDT.N, who had in January 2023 stepped down as Intel's chairperson but stayed on as a director.  Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, Berkeley, and Risa Lavizzo-Mourey, a former professor of population health and health equity at the University of Pennsylvania, are the others leaving the board. Meanwhile, Intel bolstered its board through the appointments of Eric Meurice, former CEO of chipmaking equipment provider ASML ASML.AS, and Steve Sanghi, interim CEO of Microchip Technology MCHP.O, in December. The appointments followed the ouster of former CEO Pat Gelsinger.The changes mark a departure from Intel's previous board structure, which was populated by leaders in academia and finance, as well as former senior executives from the medical, tech and aerospace industries. \"We are committed to having the right mix of skills, qualifications and technical expertise on the Board,\" Chairperson Frank Yeary said in the filing on Thursday.  All other current directors will stand for reelection. \"EQUALLY FOCUSED\" ON PRODUCT AND FOUNDRYCEO Tan said in a letter to shareholders on Thursday that \"to enable great products,\" he was \"equally focused\" on the company's product business and contract chip manufacturing business - the center of a turnaround strategy championed by former CEO Gelsinger. Gelsinger's total severance payment stands at about $7.9 million and he has forfeited all his outstanding unvested equity awards, the company said. Tan, who in August left Intel's board due to disagreements over the company's revival plan, rejoined as a director along with his appointment as CEO. \"We will remain focused on executing this plan to reduce our operating expenses and capital expenditures, simplify our portfolio and eliminate organizational complexity,\" Tan said,  referring to the cost-savings plan introduced last year under Gelsinger, which included a 15% workforce reduction.  (Reporting by Arsheeya Bajwa in Bengaluru; Editing by Sriraj Kalluvila) ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417747857829976,"gmtCreate":1742988561769,"gmtModify":1742995550270,"author":{"id":"4118108733122482","authorId":"4118108733122482","name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118108733122482","authorIdStr":"4118108733122482"},"themes":[],"htmlText":"None, i prefer to buy Palantir.&nbsp;","listText":"None, i prefer to buy Palantir.&nbsp;","text":"None, i prefer to buy Palantir.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417747857829976","repostId":"417724971155856","repostType":1,"repost":{"id":417724971155856,"gmtCreate":1742983176079,"gmtModify":1742983181265,"author":{"id":"3583047307109635","authorId":"3583047307109635","name":"chai88","avatar":"https://community-static.tradeup.com/news/58cd61c87afd62ee9ae91c7ec7707f45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583047307109635","authorIdStr":"3583047307109635"},"themes":[],"htmlText":"Buy both !! Essential for the future!!!&nbsp; Hoot !!!! Hoot !!! Cheong !!!!","listText":"Buy both !! Essential for the future!!!&nbsp; Hoot !!!! Hoot !!! Cheong !!!!","text":"Buy both !! Essential for the future!!! Hoot !!!! Hoot !!! Cheong !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417724971155856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409514999542096,"gmtCreate":1740988953160,"gmtModify":1740990279141,"author":{"id":"4118108733122482","authorId":"4118108733122482","name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118108733122482","authorIdStr":"4118108733122482"},"themes":[],"htmlText":"Get ready for the big buy backs this week &amp; short covering by hedge funds. Lets see Pltr fly back up to 100 today.&nbsp;","listText":"Get ready for the big buy backs this week &amp; short covering by hedge funds. Lets see Pltr fly back up to 100 today.&nbsp;","text":"Get ready for the big buy backs this week & short covering by hedge funds. Lets see Pltr fly back up to 100 today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409514999542096","repostId":"2516254414","repostType":2,"repost":{"id":"2516254414","kind":"highlight","pubTimestamp":1740943140,"share":"https://ttm.financial/m/news/2516254414?lang=&edition=full_marsco","pubTime":"2025-03-03 03:19","market":"fut","language":"en","title":"Contrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2516254414","media":"Motley Fool","summary":"The Pentagon has been tasked with finding ways to cut its budget by 8% -- or $50 billion per year -- over the next five years.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Given the Pentagon's history of failing audits and Trump's creation of the Department of Government Efficiency, it's not surprising to see the Pentagon receive some extra scrutiny.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Considering how much of Palantir's revenue comes from contracts with the U.S. military and intelligence agencies, some investors expect that defense budget cuts will hit the company's financials.</div>\n</li>\n</ul><div><p>For much of the last year, any time investors got news related to <strong>Palantir Technologies</strong> <span>(PLTR<span> 0.18%</span>)</span>, that news was overwhelmingly positive. In 2024, the data analytics specialist's stock was the top performer in the <strong>S&amp;P 500</strong> <span><span>(SNPINDEX: ^GSPC)</span>. It was also added to the <strong>Nasdaq-100</strong> index, and institutional investors finally warmed up to a business they had previously viewed as too heavily reliant on U.S. government contracts. </span></p><p>However, as smart investors know, no stock can go up in a straight line forever. And Palantir just hit its first major snag in quite some time.</p><p>Over the last 10 days or so, shares of Palantir have cratered by 24%. The sell-off was linked to a series of orders out of the White House that spooked investors.</p><p>Let's explore the specifics surrounding Palantir stock right now, and I'll explain my contrarian view that the current sell-off is overblown.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343121\" :show_benchmark_compare=\"false\" amount_change=\"0.15\" average_volume=\"94,223,902\" company_name=\"Palantir Technologies\" current_price=\"84.92\" daily_high=\"85.18\" daily_low=\"78.58\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"125.41\" fifty_two_week_low=\"20.33\" gross_margin=\"80.25\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PLTR.png\" market_cap=\"$199B\" pe_ratio=\"449.07\" percent_change=\"0.18\" symbol=\"PLTR\" volume=\"125,977,426\"></app></div><h2>Breaking down the details around the Pentagon budget</h2><p>In mid-February, President Trump expressed an interest in making some major changes to the nation's defense budget. On the surface, it appears that he is looking to identify cost reductions across the military and related defense agencies.</p><div><div><div></div></div></div><p>However, the details are still being refined.</p><p>Shortly after President Trump's suggestion, Secretary of Defense Pete Hegseth announced that the Pentagon would be looking to modify its budget by 8% annually over the next five years.</p><div></div><p>I want to emphasize my use of the word \"modify.\" While some pundits perceive the President's orders as demanding budget cuts, Secretary Hegseth has suggested that the Pentagon is working to identify programs that the administration deems non-pertinent to the military's core mission (national security) and then, per a Defense Department press release, redirect those funds to be \"spent on programs aligned with President Trump's priorities.\"</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F809124%2Fgettyimages-2162363632-2.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/809124/gettyimages-2162363632-2.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>I'm not surprised by these orders</h2><p>Back in November, the Department of Defense completed its seventh annual audit in a row that resulted in a \"disclaimer of opinion.\" That's basically a formal way for auditors to say they cannot confirm the total accuracy of financial statements. Given that the Pentagon's budget is around $850 billion, it's a bit disconcerting to learn that internal auditors have failed to fully account for the flow of funds for seven consecutive years.</p><div><div><div></div></div></div><p>In my mind, this dynamic was one of Trump's inspirations in his creation of the \"Department of Government Efficiency\" (DOGE), which he tapped Elon Musk to lead. And considering that DOGE is taking a magnifying glass to programs across the government, why wouldn't the Pentagon receive some increased scrutiny, particularly given its history of failing audits?</p><p>To me, it was obvious to expect that the President would task Secretary Hegseth with finding ways to trim and reallocate some of the Pentagon's budget.</p><h2>Palantir could benefit from these budget cuts</h2><p>The chart below illustrates the magnitude of Palantir's sell-off following news that the Pentagon had been ordered to find places to cut its budget. The main reason the shares took such a nosedive is that Palantir works closely with the U.S. government -- and, in particular, with military and intelligence agencies. In fact, more than half of Palantir's revenue comes from government contracts.</p><p><img src=\"https://media.ycharts.com/charts/0b4846b41308687556b3ce42cdb4bad0.png\"/></p><p>PLTR data by YCharts.</p><div><div><div></div></div></div><p>While no details are available yet, my suspicion is that the proposed 8% change to the Pentagon's budget will come through a combination of cost reductions and reallocations from non-core programs into more directly defense-centric initiatives.</p><p>On top of that, I tend to think most of the cost savings from these changes will come through reductions in employee headcount. It's not uncommon for workforces at large corporations to become bloated. For this reason, when companies decide to make major spending cuts, they almost always begin with layoffs, then follow up by identifying non-core vendor spending to reduce.</p><p>While the Pentagon may indeed begin slashing spending and renegotiating contracts with certain vendors, I expect Palantir will end up a major beneficiary of this cost-cutting plan. Its software programs have several artificial intelligence (AI) features integrated into them. Specifically, its AI platforms can help large enterprises model dynamic scenarios that account for changes in logistics, vendor procurement processes, headcount, inventory, and many other variables. As such, I think that rather than reducing the amount it spends with the company, the Pentagon will rely more heavily on Palantir to help it streamline its budget.</p><p>Lastly, Palantir tends to work with the Defense Department in highly classified environments. While the exact use cases for its tech are generally kept secret, I'm inclined to think the Pentagon will not cut spending on contracts with companies like Palantir that assist it in mission-critical operations.</p><div><div><div></div></div></div><p>For these reasons, I think Palantir's relationship with the government could become even closer as Washington adjusts the Pentagon's budget.</p><div></div></div></body></html>","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>Contrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.</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\">\nContrarian Opinion: President Trump's Pentagon Budget Reductions Will Benefit Palantir. Here's Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 03:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.\n\n\n\n\n\n\n\nGiven the Pentagon's history of failing ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/\">Web 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.","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2025/03/02/contrarian-opinion-president-trumps-pentagon-budge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516254414","content_text":"President Trump and Secretary of Defense Pete Hegseth hope to find tens of billions of dollars of spending they can cut from the U.S. defense budget.\n\n\n\n\n\n\n\nGiven the Pentagon's history of failing audits and Trump's creation of the Department of Government Efficiency, it's not surprising to see the Pentagon receive some extra scrutiny.\n\n\n\n\n\n\n\nConsidering how much of Palantir's revenue comes from contracts with the U.S. military and intelligence agencies, some investors expect that defense budget cuts will hit the company's financials.\n\nFor much of the last year, any time investors got news related to Palantir Technologies (PLTR 0.18%), that news was overwhelmingly positive. In 2024, the data analytics specialist's stock was the top performer in the S&P 500 (SNPINDEX: ^GSPC). It was also added to the Nasdaq-100 index, and institutional investors finally warmed up to a business they had previously viewed as too heavily reliant on U.S. government contracts. However, as smart investors know, no stock can go up in a straight line forever. And Palantir just hit its first major snag in quite some time.Over the last 10 days or so, shares of Palantir have cratered by 24%. The sell-off was linked to a series of orders out of the White House that spooked investors.Let's explore the specifics surrounding Palantir stock right now, and I'll explain my contrarian view that the current sell-off is overblown.Breaking down the details around the Pentagon budgetIn mid-February, President Trump expressed an interest in making some major changes to the nation's defense budget. On the surface, it appears that he is looking to identify cost reductions across the military and related defense agencies.However, the details are still being refined.Shortly after President Trump's suggestion, Secretary of Defense Pete Hegseth announced that the Pentagon would be looking to modify its budget by 8% annually over the next five years.I want to emphasize my use of the word \"modify.\" While some pundits perceive the President's orders as demanding budget cuts, Secretary Hegseth has suggested that the Pentagon is working to identify programs that the administration deems non-pertinent to the military's core mission (national security) and then, per a Defense Department press release, redirect those funds to be \"spent on programs aligned with President Trump's priorities.\"Image source: Getty Images.I'm not surprised by these ordersBack in November, the Department of Defense completed its seventh annual audit in a row that resulted in a \"disclaimer of opinion.\" That's basically a formal way for auditors to say they cannot confirm the total accuracy of financial statements. Given that the Pentagon's budget is around $850 billion, it's a bit disconcerting to learn that internal auditors have failed to fully account for the flow of funds for seven consecutive years.In my mind, this dynamic was one of Trump's inspirations in his creation of the \"Department of Government Efficiency\" (DOGE), which he tapped Elon Musk to lead. And considering that DOGE is taking a magnifying glass to programs across the government, why wouldn't the Pentagon receive some increased scrutiny, particularly given its history of failing audits?To me, it was obvious to expect that the President would task Secretary Hegseth with finding ways to trim and reallocate some of the Pentagon's budget.Palantir could benefit from these budget cutsThe chart below illustrates the magnitude of Palantir's sell-off following news that the Pentagon had been ordered to find places to cut its budget. The main reason the shares took such a nosedive is that Palantir works closely with the U.S. government -- and, in particular, with military and intelligence agencies. In fact, more than half of Palantir's revenue comes from government contracts.PLTR data by YCharts.While no details are available yet, my suspicion is that the proposed 8% change to the Pentagon's budget will come through a combination of cost reductions and reallocations from non-core programs into more directly defense-centric initiatives.On top of that, I tend to think most of the cost savings from these changes will come through reductions in employee headcount. It's not uncommon for workforces at large corporations to become bloated. For this reason, when companies decide to make major spending cuts, they almost always begin with layoffs, then follow up by identifying non-core vendor spending to reduce.While the Pentagon may indeed begin slashing spending and renegotiating contracts with certain vendors, I expect Palantir will end up a major beneficiary of this cost-cutting plan. Its software programs have several artificial intelligence (AI) features integrated into them. Specifically, its AI platforms can help large enterprises model dynamic scenarios that account for changes in logistics, vendor procurement processes, headcount, inventory, and many other variables. As such, I think that rather than reducing the amount it spends with the company, the Pentagon will rely more heavily on Palantir to help it streamline its budget.Lastly, Palantir tends to work with the Defense Department in highly classified environments. While the exact use cases for its tech are generally kept secret, I'm inclined to think the Pentagon will not cut spending on contracts with companies like Palantir that assist it in mission-critical operations.For these reasons, I think Palantir's relationship with the government could become even closer as Washington adjusts the Pentagon's budget.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}