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01-27

Wads new ah...they are always copying without any innovation...wads the hooha?

Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks

01-07

$Palantir Technologies Inc.(PLTR)$ morgan stanley's price target is as good as no target, keep revising upwards then suddenly come out a 60 dollars...might as well exit the stock coverage...lousy analysis

2024-12-27

Another dumb article

Despite Being the “Messi of AI,” Palantir Stock (PLTR) Is Still Overvalued

2024-12-27

Dumbest article ever...nothing to write abt pltr, u dig this price tgt by dan ives...that price tgt was released when the stock price was in its 60s/70s range

Palantir's Most-Bullish Analyst Sees Stock Falling Nearly 10%

2024-12-03

$Palantir Technologies Inc.(PLTR)$ Ever since Q3 results was out, all the shorts disappeared....nw that Pltr is breaking new highs, all have went into hiding....

2024-11-16

$Palantir Technologies Inc.(PLTR)$ Boonchong and Sushil burnt until left ashes...🤣

2024-11-05

$Palantir Technologies Inc.(PLTR)$ Sushil and boonchong how have you been? How big is your hole alrdy?

2024-10-18

$Palantir Technologies Inc.(PLTR)$ BoonChong was a bear....Sushil was another bear...whos nxt to be killed off by Pltr?[Happy]

2024-10-09

$Palantir Technologies Inc.(PLTR)$ @Sushil go where alrdy ah? Wads ur p&l nw frm ur shorts?

2024-10-08

$Palantir Technologies Inc.(PLTR)$ Who holding short position, i pray for you....lolz

2024-10-03

$Palantir Technologies Inc.(PLTR)$ First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?

2024-10-03

$Palantir Technologies Inc.(PLTR)$ Where the shorts at? Burn baby burn! Short somemore!

2024-09-26

$Palantir Technologies Inc.(PLTR)$ All those who shorted the stock all so quiet today...why ah?

2024-07-23

Lets put ur life on the line if pltr does not hit 13 bucks range u take ur own life. How about that?

Palantir: The Price Makes No Sense

2024-07-08

$Palantir Technologies Inc.(PLTR)$ we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok

2024-02-07

Jefferies got a lousy analyst thats all i can say...their stock analysis is rubbish

Palantir's Rating Upgraded and Price Target Raised on Impressive Quarterly Performance

2024-02-06

$Palantir Technologies Inc.(PLTR)$ Boon Chong say wudddd???

2023-11-18

$Palantir Technologies Inc.(PLTR)$ all the way to the moon liao....crossed n closed above last high... #boonchong #bankrupt #30yrsexperiencelikeshit

2023-11-07

Seeking alpha u better dont be caught buying pltr ever...

Sorry, the original content has been removed

2023-11-02

$Palantir Technologies Inc.(PLTR)$ Boon Chong....how ar???

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Microsoft is the biggest investor in OpenAI.\"This migh","content":"<html><head></head><body><p>China&#39;s DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for <strong>Nvidia</strong> (NVDA) chips. DeepSeek&#39;s apparent advances have raised questions over the computing power needed to develop AI systems, a key driver for AI stocks.</p><p>DeepSeek released a large language model (LLM) in late December that had performance comparable to OpenAI and other AI systems despite U.S. government restrictions on exports of advanced chips. On Jan. 20, DeepSeek released another LLM that it said was trained at a fraction of the cost of AI systems from OpenAI,<strong> Alphabet</strong>&#39;s (GOOGL) Google, <strong>Meta Platforms</strong> (META) and other U.S. companies.</p><p>The Wall Street Journal reported on the AI phenomenon on Sunday.</p><p>While OpenAI and Google have developed proprietary AI models, DeepSeek has relied on widely available &#34;open source&#34; technology. Reports have differed over what Nvidia chips DeepSeek has been using to build AI models. While some reports point to less powerful H800 chips, others claim DeepSeek&#39;s parent, High-Flyer, has been able to buy more advanced H100 Nvidia AI chips despite U.S. export restrictions.</p><p>Nevertheless, stock futures fell solidly Sunday night. 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Nvidia is among AI stocks to watch.</p><p>For Nvidia stock, ramping up production of next-generation Blackwell (H200) AI chips in 2025 has been a key issue.</p><p>Also, Nvidia has criticized new chip export restrictions announced by the Biden administration. The global AI chip control system gives priority to 20 U.S.-friendly countries and limits the computer processing power available to China and other countries.</p><p>It remains to be seen whether President Trump follows through on the new export rules.</p><p>The AI trend has relied mainly on large language models, or LLMs, which require massive amounts of data to be trained. Large language models allow users to interact with AI systems without the need to write algorithms.</p><p>The capabilities of open-source models, which are free to developers, have advanced rapidly, with Meta emerging as the leading proponent.</p><p>Meanwhile, Google stock has gained about 6% in 2025. 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A+ signifies heavy institutional buying; E means heavy selling.</p></body></html>","source":"investor_business_daily_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>Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China's DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for Nvidia (...</p>\n\n<a href=\"https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","AVGO":"博通","NXPI":"恩智浦","ARM":"ARM Holdings","ISRG":"直觉外科公司","TSM":"台积电","GFS":"GLOBALFOUNDRIES Inc.","ASML":"阿斯麦","UCTT":"超科林半导体","UMC":"联电","PLTR":"Palantir Technologies Inc.","NVDA":"英伟达","SOX":"费城半导体指数","STM":"意法半导体","BIDU":"百度","AMAT":"应用材料","TXN":"德州仪器","AI":"C3.ai, Inc.","MRVL":"迈威尔科技","QCOM":"高通","INTC":"英特尔","ON":"安森美半导体","MU":"美光科技","AMD":"美国超微公司","SMCI":"超微电脑","MCHP":"微芯科技"},"source_url":"https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506315570","content_text":"China's DeepSeek startup roiled artificial intelligence-driven stocks on Monday as Wall Street mulled huge investments by technology industry giants in AI infrastructure as well as demand for Nvidia (NVDA) chips. DeepSeek's apparent advances have raised questions over the computing power needed to develop AI systems, a key driver for AI stocks.DeepSeek released a large language model (LLM) in late December that had performance comparable to OpenAI and other AI systems despite U.S. government restrictions on exports of advanced chips. On Jan. 20, DeepSeek released another LLM that it said was trained at a fraction of the cost of AI systems from OpenAI, Alphabet's (GOOGL) Google, Meta Platforms (META) and other U.S. companies.The Wall Street Journal reported on the AI phenomenon on Sunday.While OpenAI and Google have developed proprietary AI models, DeepSeek has relied on widely available \"open source\" technology. Reports have differed over what Nvidia chips DeepSeek has been using to build AI models. While some reports point to less powerful H800 chips, others claim DeepSeek's parent, High-Flyer, has been able to buy more advanced H100 Nvidia AI chips despite U.S. export restrictions.Nevertheless, stock futures fell solidly Sunday night. Nasdaq futures sold off as Nvidia and other AI stocks were indicated lower in overnight trading.The news appeared to gain attention on Friday, taking a toll on Nvidia and other AI hardware stocks.AI Stocks: DeepSeek Raises Questions\"DeepSeek clearly doesn't have access to as much compute as U.S. hyperscalers and somehow managed to develop a model that appears highly competitive,\" said Raymond James analyst Srini Pajjuri in a Sunday report. \"The natural question is, how would DeepSeek's emergence impact compute intensity growth and the demand for hardware/semiconductors?\"Startups OpenAI and Anthropic have been battling Google, Meta and others in developing large, multimodal and small language foundation models.Further, DeepSeek reportedly spent only $5.6 million over two months to develop its latest AI model, noted economist Ed Yardeni in a report.Meanwhile, DeepSeek's success could weigh on U.S. earnings reports, Yardeni said, amid enormous capital spending increases by Google, Meta, Microsoft (MSFT) and others. Microsoft is the biggest investor in OpenAI.\"This might be bad news for the Magnificent 7 that had plans to dominate the AI market with their expensive AI services,\" Yardeni added. \"The question is whether they will disappoint because their capital spending on AI is soaring faster than are their revenues. That could squeeze their collective profit margin.\" He says chipmaker Nvidia also could be impacted.Also, at Raymond James, Pajjuri offered a different scenario.\"A logical implication is that DeepSeek will drive even more urgency among U.S. hyperscalers to leverage their key advantage (access to Nvidia GPUs) to distance themselves from cheaper alternatives.\"AI Stocks: Nvidia Earnings Due Feb. 26In addition, Nvidia has been a bellwether for AI stocks. Earnings for Nvidia stock are due Feb. 26. Nvidia is among AI stocks to watch.For Nvidia stock, ramping up production of next-generation Blackwell (H200) AI chips in 2025 has been a key issue.Also, Nvidia has criticized new chip export restrictions announced by the Biden administration. The global AI chip control system gives priority to 20 U.S.-friendly countries and limits the computer processing power available to China and other countries.It remains to be seen whether President Trump follows through on the new export rules.The AI trend has relied mainly on large language models, or LLMs, which require massive amounts of data to be trained. Large language models allow users to interact with AI systems without the need to write algorithms.The capabilities of open-source models, which are free to developers, have advanced rapidly, with Meta emerging as the leading proponent.Meanwhile, Google stock has gained about 6% in 2025. Google stock holds an Accumulation/Distribution Rating of A-minus. That institutional ownership rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A+ signifies heavy institutional buying; E means heavy selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390037922181360,"gmtCreate":1736257825080,"gmtModify":1736302795262,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> morgan stanley's price target is as good as no target, keep revising upwards then suddenly come out a 60 dollars...might as well exit the stock coverage...lousy analysis","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> morgan stanley's price target is as good as no target, keep revising upwards then suddenly come out a 60 dollars...might as well exit the stock coverage...lousy analysis","text":"$Palantir Technologies Inc.(PLTR)$ morgan stanley's price target is as good as no target, keep revising upwards then suddenly come out a 60 dollars...might as well exit the stock coverage...lousy analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390037922181360","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385939168883224,"gmtCreate":1735264077352,"gmtModify":1735264142520,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Another dumb article","listText":"Another dumb article","text":"Another dumb article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385939168883224","repostId":"2494481965","repostType":2,"repost":{"id":"2494481965","kind":"highlight","pubTimestamp":1735253961,"share":"https://ttm.financial/m/news/2494481965?lang=&edition=fundamental","pubTime":"2024-12-27 06:59","market":"fut","language":"en","title":"Despite Being the “Messi of AI,” Palantir Stock (PLTR) Is Still Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2494481965","media":"TIPRANKS","summary":"4.6-star Wedbush analyst Dan Ives is a big fan of tech stock Palantir ($PLTR). In fact, he even called it the “Messi of AI” (referring to the profe...","content":"<div>\n<p>4.6-star Wedbush analyst Dan Ives is a big fan of tech stock Palantir ($PLTR). In fact, he even called it the “Messi of AI” (referring to the profe...</p>\n\n<a href=\"https://www.tipranks.com/news/despite-being-the-messi-of-ai-palantir-stock-pltr-is-still-overvalued?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_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>Despite Being the “Messi of AI,” Palantir Stock (PLTR) Is Still Overvalued</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\">\nDespite Being the “Messi of AI,” Palantir Stock (PLTR) Is Still Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-27 06:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/despite-being-the-messi-of-ai-palantir-stock-pltr-is-still-overvalued?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4.6-star Wedbush analyst Dan Ives is a big fan of tech stock Palantir ($PLTR). In fact, he even called it the “Messi of AI” (referring to the profe...</p>\n\n<a href=\"https://www.tipranks.com/news/despite-being-the-messi-of-ai-palantir-stock-pltr-is-still-overvalued?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4023":"应用软件","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/despite-being-the-messi-of-ai-palantir-stock-pltr-is-still-overvalued?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494481965","content_text":"4.6-star Wedbush analyst Dan Ives is a big fan of tech stock Palantir ($PLTR). In fact, he even called it the “Messi of AI” (referring to the profe...","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385939109023792,"gmtCreate":1735264056678,"gmtModify":1735264142520,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Dumbest article ever...nothing to write abt pltr, u dig this price tgt by dan ives...that price tgt was released when the stock price was in its 60s/70s range","listText":"Dumbest article ever...nothing to write abt pltr, u dig this price tgt by dan ives...that price tgt was released when the stock price was in its 60s/70s range","text":"Dumbest article ever...nothing to write abt pltr, u dig this price tgt by dan ives...that price tgt was released when the stock price was in its 60s/70s range","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385939109023792","repostId":"2494898605","repostType":2,"repost":{"id":"2494898605","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":1735258893,"share":"https://ttm.financial/m/news/2494898605?lang=&edition=fundamental","pubTime":"2024-12-27 08:21","market":"sh","language":"en","title":"Palantir's Most-Bullish Analyst Sees Stock Falling Nearly 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2494898605","media":"Dow Jones","summary":"The stock is the S&P 500's biggest gainer this year with a near 5-fold rally, while the average analyst price target was 46% below current levels. Shares of Palantir Technologies Inc. edged further into record territory Thursday, as investors have been betting aggressively on the software company's role in the growth of artificial intelligence.But the stock  has rallied so much, that it has overshot the expectations of even the most bullish analysts on Wall Street by a wide margin.Palantir makes software that helps businesses and the government use AI to analyze large amounts of data.Nvidia Corp.  may be referred to by many as the AI leader, as it dominates the market for AI semiconductors. But Palantir has been investors' AI darling, and has been the beneficiary of some rotation out of AI hardware names into software.The stock was by far the S&P 500 index's SPX best performer this year, as it has skyrocketed 380.9% year to date to boost Palantir's market value to $188.1 billion. Meanw","content":"<html><head></head><body><p>The stock is the S&amp;P 500’s biggest gainer this year with a near fivefold rally, while the average analyst price target was 46% below current levels.</p><p>Shares of  <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> slipped back from record territory Thursday, though investors have been betting aggressively on the software company’s role in the growth of artificial intelligence.</p><p style=\"text-align: start;\">The stock has rallied so much that it has overshot the expectations of even the most bullish analysts on Wall Street — by a wide margin.</p><p>Palantir<strong> </strong>makes software that helps businesses and the government use AI to analyze large amounts of data.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> <strong> </strong>may be referred to by many as the AI leader, as it dominates the market for AI semiconductors. But Palantir has been investors’ AI darling, and it’s been the beneficiary of some rotation out of AI hardware names into software.</p><p>Palantir’s stock dipped 0.3% on Thursday, snapping a streak of three straight record closes. It’s closed at a record high 22 times this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6222ad6e2bef16413f4801cf2e885a8b\" tg-width=\"754\" tg-height=\"429\"/></p><p>The stock has been by far the S&amp;P 500 index’s SPX best performer this year, as it has skyrocketed 380.9% to date in 2024 to boost Palantir’s market value to $188.1 billion. Meanwhile, Nvidia shares have run up 181.7% this year to lift the company’s market capitalization to $3.4 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c958acdee4e2cf306fc5e2efe45519d2\" tg-width=\"770\" tg-height=\"556\"/></p><p style=\"text-align: start;\">But the parabolic rally in Palantir’s stock comes at some cost, in the minds of Wall Street analysts.</p><p style=\"text-align: start;\">Wedbush’s Dan Ives, who rates the stock outperform and has a Wall Street–high price target of $75, said in a note to clients on Thursday that he continues to expect AI spending to “ramp significantly” within corporate budgets in 2025.</p><p style=\"text-align: start;\">He called Palantir “the Messi of AI,” referring to Lionel Messi, who many consider the greatest player of all time in world football.</p><p style=\"text-align: start;\">“Palantir has been a major focus during the AI Revolution with expanding use cases for its marquee products leading to a larger partner ecosystem with rapidly rising demand across the landscape for enterprise-scale and enterprise-ready generative AI,” Ives wrote.</p><p style=\"text-align: start;\">But given the stock’s rise this year, even someone as bullish as Ives might be considered by some to be, in fact, bearish.</p><p>Of the 22 analysts surveyed by FactSet who cover the stock, only three are bullish, while seven are bearish and 12 are neutral.</p><p style=\"text-align: start;\">Ives’s $75 target is the highest among those surveyed, but that still implies 9.1% downside from current levels.</p><p style=\"text-align: start;\">And the average analyst price target is $44.87, according to FactSet, which was 45.6% below current levels.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5381738f63edc76ee189865768f5ebc\" tg-width=\"770\" tg-height=\"330\"/></p><p style=\"text-align: start;\">The bears’ case on the stock isn’t about the business; it’s about the stock price.</p><p style=\"text-align: start;\">Mizuho’s Gregg Moskowitz said in a recent note to clients that, while Palantir’s stock deserves a premium valuation, given the company’s “impressive” contract wins and business execution, current prices have exceeded even the most bullish outlook.</p><p style=\"text-align: start;\">“Valuation cannot and should not be irrelevant, and we find it increasingly difficult to justify [Palantir’s stock’s] high multiple that in our view already discounts material acceleration and upside versus consensus expectations,” Moskowitz wrote recently.</p><p style=\"text-align: start;\">Palantir’s stock is trading at 176.5 times what is expected for earnings per share over the next 12 months, according to FactSet, and 53.6 times what sales are expected to be.</p><p style=\"text-align: start;\">That compares with a price-to-earnings ratio for Nvidia’s stock of 32.6 and an Nvidia sales-to-earnings ratio of 17.9.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d21ca28d53cfca9771a46d605d89298d\" tg-width=\"770\" tg-height=\"559\"/></p><p style=\"text-align: start;\">And, based on the current FactSet consensus estimates, Palantir’s EPS for 2025 is expected to be 23.7% above that of 2024, and sales are expected to grow 25.2%.</p><p style=\"text-align: start;\">Meanwhile, FactSet estimates for Nvidia show EPS growth of 49.7% and a 52.9% rise in sales.</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 Most-Bullish Analyst Sees Stock Falling Nearly 10%</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 Most-Bullish Analyst Sees Stock Falling Nearly 10%\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\">2024-12-27 08:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The stock is the S&amp;P 500’s biggest gainer this year with a near fivefold rally, while the average analyst price target was 46% below current levels.</p><p>Shares of  <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> slipped back from record territory Thursday, though investors have been betting aggressively on the software company’s role in the growth of artificial intelligence.</p><p style=\"text-align: start;\">The stock has rallied so much that it has overshot the expectations of even the most bullish analysts on Wall Street — by a wide margin.</p><p>Palantir<strong> </strong>makes software that helps businesses and the government use AI to analyze large amounts of data.</p><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> <strong> </strong>may be referred to by many as the AI leader, as it dominates the market for AI semiconductors. But Palantir has been investors’ AI darling, and it’s been the beneficiary of some rotation out of AI hardware names into software.</p><p>Palantir’s stock dipped 0.3% on Thursday, snapping a streak of three straight record closes. It’s closed at a record high 22 times this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6222ad6e2bef16413f4801cf2e885a8b\" tg-width=\"754\" tg-height=\"429\"/></p><p>The stock has been by far the S&amp;P 500 index’s SPX best performer this year, as it has skyrocketed 380.9% to date in 2024 to boost Palantir’s market value to $188.1 billion. Meanwhile, Nvidia shares have run up 181.7% this year to lift the company’s market capitalization to $3.4 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c958acdee4e2cf306fc5e2efe45519d2\" tg-width=\"770\" tg-height=\"556\"/></p><p style=\"text-align: start;\">But the parabolic rally in Palantir’s stock comes at some cost, in the minds of Wall Street analysts.</p><p style=\"text-align: start;\">Wedbush’s Dan Ives, who rates the stock outperform and has a Wall Street–high price target of $75, said in a note to clients on Thursday that he continues to expect AI spending to “ramp significantly” within corporate budgets in 2025.</p><p style=\"text-align: start;\">He called Palantir “the Messi of AI,” referring to Lionel Messi, who many consider the greatest player of all time in world football.</p><p style=\"text-align: start;\">“Palantir has been a major focus during the AI Revolution with expanding use cases for its marquee products leading to a larger partner ecosystem with rapidly rising demand across the landscape for enterprise-scale and enterprise-ready generative AI,” Ives wrote.</p><p style=\"text-align: start;\">But given the stock’s rise this year, even someone as bullish as Ives might be considered by some to be, in fact, bearish.</p><p>Of the 22 analysts surveyed by FactSet who cover the stock, only three are bullish, while seven are bearish and 12 are neutral.</p><p style=\"text-align: start;\">Ives’s $75 target is the highest among those surveyed, but that still implies 9.1% downside from current levels.</p><p style=\"text-align: start;\">And the average analyst price target is $44.87, according to FactSet, which was 45.6% below current levels.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5381738f63edc76ee189865768f5ebc\" tg-width=\"770\" tg-height=\"330\"/></p><p style=\"text-align: start;\">The bears’ case on the stock isn’t about the business; it’s about the stock price.</p><p style=\"text-align: start;\">Mizuho’s Gregg Moskowitz said in a recent note to clients that, while Palantir’s stock deserves a premium valuation, given the company’s “impressive” contract wins and business execution, current prices have exceeded even the most bullish outlook.</p><p style=\"text-align: start;\">“Valuation cannot and should not be irrelevant, and we find it increasingly difficult to justify [Palantir’s stock’s] high multiple that in our view already discounts material acceleration and upside versus consensus expectations,” Moskowitz wrote recently.</p><p style=\"text-align: start;\">Palantir’s stock is trading at 176.5 times what is expected for earnings per share over the next 12 months, according to FactSet, and 53.6 times what sales are expected to be.</p><p style=\"text-align: start;\">That compares with a price-to-earnings ratio for Nvidia’s stock of 32.6 and an Nvidia sales-to-earnings ratio of 17.9.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d21ca28d53cfca9771a46d605d89298d\" tg-width=\"770\" tg-height=\"559\"/></p><p style=\"text-align: start;\">And, based on the current FactSet consensus estimates, Palantir’s EPS for 2025 is expected to be 23.7% above that of 2024, and sales are expected to grow 25.2%.</p><p style=\"text-align: start;\">Meanwhile, FactSet estimates for Nvidia show EPS growth of 49.7% and a 52.9% rise in sales.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","PLTR":"Palantir Technologies Inc.","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0056508442.USD":"贝莱德世界科技基金A2","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494898605","content_text":"The stock is the S&P 500’s biggest gainer this year with a near fivefold rally, while the average analyst price target was 46% below current levels.Shares of  Palantir Technologies Inc. slipped back from record territory Thursday, though investors have been betting aggressively on the software company’s role in the growth of artificial intelligence.The stock has rallied so much that it has overshot the expectations of even the most bullish analysts on Wall Street — by a wide margin.Palantir makes software that helps businesses and the government use AI to analyze large amounts of data. NVIDIA  may be referred to by many as the AI leader, as it dominates the market for AI semiconductors. But Palantir has been investors’ AI darling, and it’s been the beneficiary of some rotation out of AI hardware names into software.Palantir’s stock dipped 0.3% on Thursday, snapping a streak of three straight record closes. It’s closed at a record high 22 times this year.The stock has been by far the S&P 500 index’s SPX best performer this year, as it has skyrocketed 380.9% to date in 2024 to boost Palantir’s market value to $188.1 billion. Meanwhile, Nvidia shares have run up 181.7% this year to lift the company’s market capitalization to $3.4 trillion.But the parabolic rally in Palantir’s stock comes at some cost, in the minds of Wall Street analysts.Wedbush’s Dan Ives, who rates the stock outperform and has a Wall Street–high price target of $75, said in a note to clients on Thursday that he continues to expect AI spending to “ramp significantly” within corporate budgets in 2025.He called Palantir “the Messi of AI,” referring to Lionel Messi, who many consider the greatest player of all time in world football.“Palantir has been a major focus during the AI Revolution with expanding use cases for its marquee products leading to a larger partner ecosystem with rapidly rising demand across the landscape for enterprise-scale and enterprise-ready generative AI,” Ives wrote.But given the stock’s rise this year, even someone as bullish as Ives might be considered by some to be, in fact, bearish.Of the 22 analysts surveyed by FactSet who cover the stock, only three are bullish, while seven are bearish and 12 are neutral.Ives’s $75 target is the highest among those surveyed, but that still implies 9.1% downside from current levels.And the average analyst price target is $44.87, according to FactSet, which was 45.6% below current levels.The bears’ case on the stock isn’t about the business; it’s about the stock price.Mizuho’s Gregg Moskowitz said in a recent note to clients that, while Palantir’s stock deserves a premium valuation, given the company’s “impressive” contract wins and business execution, current prices have exceeded even the most bullish outlook.“Valuation cannot and should not be irrelevant, and we find it increasingly difficult to justify [Palantir’s stock’s] high multiple that in our view already discounts material acceleration and upside versus consensus expectations,” Moskowitz wrote recently.Palantir’s stock is trading at 176.5 times what is expected for earnings per share over the next 12 months, according to FactSet, and 53.6 times what sales are expected to be.That compares with a price-to-earnings ratio for Nvidia’s stock of 32.6 and an Nvidia sales-to-earnings ratio of 17.9.And, based on the current FactSet consensus estimates, Palantir’s EPS for 2025 is expected to be 23.7% above that of 2024, and sales are expected to grow 25.2%.Meanwhile, FactSet estimates for Nvidia show EPS growth of 49.7% and a 52.9% rise in sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377656582807952,"gmtCreate":1733237930565,"gmtModify":1733241401361,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Ever since Q3 results was out, all the shorts disappeared....nw that Pltr is breaking new highs, all have went into hiding....","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Ever since Q3 results was out, all the shorts disappeared....nw that Pltr is breaking new highs, all have went into hiding....","text":"$Palantir Technologies Inc.(PLTR)$ Ever since Q3 results was out, all the shorts disappeared....nw that Pltr is breaking new highs, all have went into hiding....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377656582807952","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371296132829408,"gmtCreate":1731688188087,"gmtModify":1731688191775,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Boonchong and Sushil burnt until left ashes...🤣","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Boonchong and Sushil burnt until left ashes...🤣","text":"$Palantir Technologies Inc.(PLTR)$ Boonchong and Sushil burnt until left ashes...🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371296132829408","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367590342914192,"gmtCreate":1730758736665,"gmtModify":1730771152865,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Sushil and boonchong how have you been? How big is your hole alrdy?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Sushil and boonchong how have you been? How big is your hole alrdy?","text":"$Palantir Technologies Inc.(PLTR)$ Sushil and boonchong how have you been? How big is your hole alrdy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367590342914192","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361429311520792,"gmtCreate":1729259528115,"gmtModify":1729259704335,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> BoonChong was a bear....Sushil was another bear...whos nxt to be killed off by Pltr?[Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> BoonChong was a bear....Sushil was another bear...whos nxt to be killed off by Pltr?[Happy]&nbsp;&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ BoonChong was a bear....Sushil was another bear...whos nxt to be killed off by Pltr?[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361429311520792","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358190505349376,"gmtCreate":1728469175211,"gmtModify":1728469178722,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> @Sushil go where alrdy ah? Wads ur p&amp;l nw frm ur shorts?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> @Sushil go where alrdy ah? Wads ur p&amp;l nw frm ur shorts?","text":"$Palantir Technologies Inc.(PLTR)$ @Sushil go where alrdy ah? Wads ur p&l nw frm ur shorts?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/358190505349376","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574380019279001","authorId":"3574380019279001","name":"Dreamrule","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574380019279001","authorIdStr":"3574380019279001"},"content":"i sold covered calls unfortunately, and kept rolling still deep in the red","text":"i sold covered calls unfortunately, and kept rolling still deep in the red","html":"i sold covered calls unfortunately, and kept rolling still deep in the red"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357823926325312,"gmtCreate":1728396139957,"gmtModify":1728396143577,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Who holding short position, i pray for you....lolz","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Who holding short position, i pray for you....lolz","text":"$Palantir Technologies Inc.(PLTR)$ Who holding short position, i pray for you....lolz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357823926325312","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356164971556928,"gmtCreate":1727963812102,"gmtModify":1727963910232,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","text":"$Palantir Technologies Inc.(PLTR)$ First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/356164971556928","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169554129212312","authorId":"4169554129212312","name":"G0ATT","avatar":"https://community-static.tradeup.com/news/815f16b689f9403df4ba0ec4c830d325","crmLevel":4,"crmLevelSwitch":0,"idStr":"4169554129212312","authorIdStr":"4169554129212312"},"content":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on.","text":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on.","html":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356193572020616,"gmtCreate":1727963408174,"gmtModify":1727963700909,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Where the shorts at? Burn baby burn! Short somemore!&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Where the shorts at? Burn baby burn! Short somemore!&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ Where the shorts at? Burn baby burn! Short somemore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356193572020616","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353596505469168,"gmtCreate":1727365427944,"gmtModify":1727365431903,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> All those who shorted the stock all so quiet today...why ah?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> All those who shorted the stock all so quiet today...why ah?","text":"$Palantir Technologies Inc.(PLTR)$ All those who shorted the stock all so quiet today...why ah?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353596505469168","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562578455604093","authorId":"3562578455604093","name":"khayong","avatar":"https://static.tigerbbs.com/6a304dde31a380747ac28ebbd9950d0d","crmLevel":4,"crmLevelSwitch":1,"idStr":"3562578455604093","authorIdStr":"3562578455604093"},"content":"Because they want to sell quietly.","text":"Because they want to sell quietly.","html":"Because they want to sell quietly."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330690634412064,"gmtCreate":1721740802498,"gmtModify":1721743435071,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Lets put ur life on the line if pltr does not hit 13 bucks range u take ur own life. How about that?","listText":"Lets put ur life on the line if pltr does not hit 13 bucks range u take ur own life. How about that?","text":"Lets put ur life on the line if pltr does not hit 13 bucks range u take ur own life. How about that?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330690634412064","repostId":"2453708939","repostType":2,"repost":{"id":"2453708939","kind":"highlight","pubTimestamp":1721802035,"share":"https://ttm.financial/m/news/2453708939?lang=&edition=fundamental","pubTime":"2024-07-24 14:20","market":"sh","language":"en","title":"Palantir: The Price Makes No Sense","url":"https://stock-news.laohu8.com/highlight/detail?id=2453708939","media":"seekingalpha","summary":"Palantir is again trading at irrational levels and the upside to its shares, in our opinion, is non-existent.Even the boost in sales from Palantir’s generative AI platform can’t justify the price of t","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is again trading at irrational levels and the upside to its shares, in our opinion, is non-existent.</p></li><li><p>Even the boost in sales from Palantir’s generative AI platform can’t justify the price of the company’s stock.</p></li><li><p>Today, we reiterate our strong sell recommendation for Palantir’s shares, since we believe that the downside is significant.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c78e59fe289a176c7f6a2f7c3ad2553a\" tg-width=\"750\" tg-height=\"486\"/></p><p>sefa ozel</p><p></p><p>Back in 2021, we published several bearish articles on Palantir (NYSE:PLTR) where we explained that the company is severely overvalued and despite having some growth catalysts, its stock was a strong sell. In 2022, our bearish thesis played out well as Palantir’s share price has halved in more than half since its 2021 highs as a result of the exuberant valuation in a time when macro conditions significantly worsened.</p><p>While Palantir’s entrance into the generative AI market in 2023 helped the company’s shares to recover from the disastrous performance in 2022 and push them close to their all-time highs in 2024, we believe that not a single growth catalyst that Palantir currently has going for it can justify the excessive multiples at which its business once again is trading. While generative AI is certainly not a fad like NFTs or the metaverse, even its successful growth can’t fully justify Palantir’s $60 billion market cap when the company barely makes $3 billion in annual revenues and is not expected to exceed $10 billion in annual revenues by the end of the current decade.</p><p>That is why today we once again reiterate our strong sell recommendation, since we don’t see any upside at the current price and believe that the downside is significant.</p><h2 id=\"id_115392959\">The Story So Far</h2><p>It’s been a while since we published our take on Palantir, so it makes sense to start this article by reiterating several major events to get the bigger picture of the company and where its business and its shares might head. Our latest article on Palantir was made public in August of 2021. In that article, we highlighted Palantir’s constant widening of net losses and the continuous use of excessive share-based compensations that ate the bottom line and in our opinion were unsustainable for much longer.</p><p>The company was trading at around $25 per share back then, and we believed that the excessive multiples at which its shares were trading made the business a strong sell at that price.</p><p>That bearish thesis played out perfectly a couple of quarters later, primarily thanks to the changing macro environment. First, the Federal Reserve warned about the upcoming rate hikes to battle the rising inflation, which meant that borrowing costs were about to rise and economic activity was about to take a hit. For a company that was trading at aggressive multiples at that time, it meant that its shares could be hit the hardest in a worsening macro environment, as it would be significantly harder to justify the excessive price when the bottom-line performance was already weak, and the environment was worsening. Then the Russian invasion of Ukraine in 2022 made things even worse as it shocked energy markets and prompted the Federal Reserve to act more aggressively in tackling inflation and rapidly increasing interest rates throughout most of 2022.</p><p>That’s when cracks in Palantir’s growth story began to appear. If we go through Palantir’s earnings releases from Q1’21 to Q1’22, we’ll see that at the end of each release for those periods the company mentions that per its long-term guidance policy that was set up by its CEO Alex Karp, it expects annual revenue growth rate to be 30% of more through 2025. Starting from the earnings report for Q2’22, Palantir stopped mentioning its long-term guidance policy as the new macro environment started to negatively affect its performance. The company has been providing relatively disappointing guidance throughout a portion of 2022, its shares traded mostly under $10 per share throughout most of 2022, and its revenue growth rate in the second half of 2022 was under 20% Y/Y. Our bearish thesis played out well during that time as there were no fundamental reasons for the company to trade at high multiples in the first place, so when the macro environment changed, it was almost impossible to justify its 2021-level valuation.</p><p>However, after trading mostly under $10 per share for nearly a year, things began to change in the spring of 2023. As the generative AI revolution picked up pace, Palantir quickly joined it by launching its own generative AI platform called AIP. In the Q1’23 conference call, Palantir’s management noted that the demand for AIP has been unprecedented and they’re aggressively capitalizing on the interest to meet that demand. After that, Palantir’s shares got a second wind as the business performance began to improve thanks to the aggressive demand for AIP since companies started to implement various generative AI tools within their organizations.</p><p>Since the spring of 2023 and until today, Palantir’s shares have aggressively appreciated and are once again trading at exuberant multiples. We believe that Palantir’s current valuation makes no sense and that is why we’re once again providing a strong sell recommendation for its shares as the upside from the current price is non-existent in our opinion.</p><h2 id=\"id_3314485937\">Is AIP Palantir’s True Savior?</h2><p>While Palantir’s stock was able to regain its momentum thanks to the company’s entrance into the generative AI market, its current price makes no sense to us. We don’t deny that the demand for AIP is unprecedented, and it certainly appears to be a solid product considering that more and more organizations are joining Palantir’s bootcamps each quarter to test the platform.</p><p>Our issue is that despite boosting Palantir’s sales in recent quarters, it’s still not enough to justify the aggressive rise of the company’s stock. In 2023, when AIP was launched, Palantir’s revenues increased by only 16.75% Y/Y. For 2024 and 2025, the expectations are that Palantir’s revenue growth rate will be around 20% Y/Y. This is below Palantir’s initial estimates of growing by over 30% through 2025 which were given back in 2021.</p><p>Despite this, Palantir&#39;s share price is already around the 2021 levels, and the company trades at over 80 times its forward earnings and over 20 times its forward sales. Even if we assume that AIP will continue to boost Palantir’s sales in the future, it seems that the upside for its shares is non-existent anymore.</p><p>When doing research for this article, we were looking at what is the true worth of the generative AI market. Estimates varied depending on the source. The conservative assumptions show that the generative AI market will be worth $66.62 billion this year and increase to $206.95 billion by 2030. The more optimistic assumptions show that the generative AI market will be worth $137 billion this year and $897 billion in 2030.</p><p>With a market capitalization of over $60 billion today, it seems that Palantir is already worth almost as much as the entire generative AI market under the conservative assumptions and around half the market under the more optimistic assumptions. We believe that it makes no sense for a company that has less than 600 clients to be worth so much, and this is why, in our opinion, Palantir’s stock is overhyped at this stage. While AIP certainly created new growth opportunities for Palantir’s business, the stock itself got too far ahead of itself and at the current price, the company is extremely overvalued.</p><h2 id=\"id_2315249812\">What Is The Real Value Of Palantir?</h2><p>We believe that Palantir is extremely overvalued and below we present our valuation model.</p><p>To properly value Palantir, we first need to highlight some of the entry data that will help us determine the company’s intrinsic value. The tax rate that we use in our valuation model is 21%, which has been a flat corporate tax rate in the United States in recent years. The discount rate is 7.68%. We arrive at that percentage by calculating the company’s cost of debt, cost of equity, and then determining the cost of capital.</p><p>We determined that Palantir’s after-tax cost of debt is 1.4%. To calculate that we used its financial data such as interest expenses, total debt, income tax expenses, and others from the fiscal year 2023.</p><p>The cost of equity in our model is 7.7%. For determining the cost of equity, we used a risk-free rate of 4.30%, which is close to the current yield of the 10-year treasury note. The beta is 1, which is the S&amp;P 500 average. The market return is 7.7%, which is the average annual return rate of the S&amp;P 500 in the last two decades.</p><p>In the end, we arrived at a discount rate of 7.68%. The main reason why it’s so close to the cost of equity is that Palantir has no long-term debt and very little total debt, which is why the cost of equity had a significantly greater weight when determining the discount rate.</p><p>The perpetual growth rate is 3%, which mirrors the historical inflation rate. The cash reserves are $3.8 billion, which is what the company had at the end of the latest quarter, while the share price at the time of valuing the company was at $28.60.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd45f15b80fe00ab7b7f6a0f144a1852\" tg-width=\"640\" tg-height=\"153\"/></p><p>Bears of Wall Street valuation model (Bears of Wall Street)</p><p></p><p>After filling in the entry data, we then turn to our forecast. For 2024, we expect Palantir’s sales to grow by 22%, which is slightly above the overall expectations. After 2024, we assume that the growth rate will be around 25%. This is above the current estimates, but if AIP continues to aggressively add new customers, then a boost in sales won’t be something out of the ordinary. We also expect significantly higher earnings, which mirrors the analysts’ expectations. The tax rate in the model is 21%, and the expectation for other financial data closely mirrors the company’s performance in 2023.</p><p>Once we finished with the forecasts, we calculated the cumulative present value of the FCF, the terminal value with the help of the discount rate and the perpetual growth rate, and the present value of the terminal value. All of this helped us to get Palantir’s enterprise value, which in our case is $28.66 billion.</p><p>After that, we added the company’s cash reserves to the enterprise value and did not subtract any long-term debt because it’s non-existent, to calculate Palantir’s equity value, which is $32.51 billion. We then divided the equity value by the number of Palantir’s shares to find out the company’s intrinsic value, which is $13.55 per share.</p><p>This means that according to our model, Palantir’s shares are extremely overvalued and that is why we believe that giving it a strong sell recommendation makes perfect sense.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdcefa2cd3093fada49fac78baa8e115\" tg-width=\"640\" tg-height=\"188\"/></p><p>Bears of Wall Street valuation model (Bears of Wall Street)</p><p></p><h2 id=\"id_2823465415\">Could We Be Wrong?</h2><p>There’s one thing that needs to be discussed before jumping to the conclusion. While we believe that Palantir is a strong sell and the upside at the current price in our opinion is almost non-existent, we also shouldn’t forget that throughout history, markets have been extremely irrational from time to time. There’s no need to look that far considering that Palantir itself was trading over $30 per share in early 2021 despite generating much less sales than today and losing money. While there were periods of significant appreciation and depreciation of its shares throughout 2021, it wasn’t until 2022 that the share price had truly collapsed.</p><p>That’s why it would be foolish to assume that the price will collapse on weak fundamentals today or tomorrow. If the management reports another revenue and earnings beat for Q2’24 next month and increases the guidance, then the shares will likely retain their momentum and could appreciate even higher to new highs.</p><p>However, such an appreciation of shares can’t last forever. After publishing our latest bearish article on the company in 2021, it took a couple of quarters before the share price truly collapsed and our thesis played out. We could have the same thing happen again. That’s why the depreciation of Palantir’s shares is not guaranteed in the short term despite the company trading at an exuberant valuation. But once the momentum fades over the long-term and fundamentals once again start to matter more than the growth rates, then the depreciation on weak fundamentals will likely begin, since the company that has less than 600 customers can’t be worth as much as the whole generative AI market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Price Makes No Sense</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: The Price Makes No Sense\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 14:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705688-palantir-the-price-makes-no-sense><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is again trading at irrational levels and the upside to its shares, in our opinion, is non-existent.Even the boost in sales from Palantir’s generative AI platform can’t justify the price of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705688-palantir-the-price-makes-no-sense\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","BK4097":"系统软件","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","BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK4585":"ETF&股票定投概念"},"source_url":"https://seekingalpha.com/article/4705688-palantir-the-price-makes-no-sense","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2453708939","content_text":"Palantir is again trading at irrational levels and the upside to its shares, in our opinion, is non-existent.Even the boost in sales from Palantir’s generative AI platform can’t justify the price of the company’s stock.Today, we reiterate our strong sell recommendation for Palantir’s shares, since we believe that the downside is significant.sefa ozelBack in 2021, we published several bearish articles on Palantir (NYSE:PLTR) where we explained that the company is severely overvalued and despite having some growth catalysts, its stock was a strong sell. In 2022, our bearish thesis played out well as Palantir’s share price has halved in more than half since its 2021 highs as a result of the exuberant valuation in a time when macro conditions significantly worsened.While Palantir’s entrance into the generative AI market in 2023 helped the company’s shares to recover from the disastrous performance in 2022 and push them close to their all-time highs in 2024, we believe that not a single growth catalyst that Palantir currently has going for it can justify the excessive multiples at which its business once again is trading. While generative AI is certainly not a fad like NFTs or the metaverse, even its successful growth can’t fully justify Palantir’s $60 billion market cap when the company barely makes $3 billion in annual revenues and is not expected to exceed $10 billion in annual revenues by the end of the current decade.That is why today we once again reiterate our strong sell recommendation, since we don’t see any upside at the current price and believe that the downside is significant.The Story So FarIt’s been a while since we published our take on Palantir, so it makes sense to start this article by reiterating several major events to get the bigger picture of the company and where its business and its shares might head. Our latest article on Palantir was made public in August of 2021. In that article, we highlighted Palantir’s constant widening of net losses and the continuous use of excessive share-based compensations that ate the bottom line and in our opinion were unsustainable for much longer.The company was trading at around $25 per share back then, and we believed that the excessive multiples at which its shares were trading made the business a strong sell at that price.That bearish thesis played out perfectly a couple of quarters later, primarily thanks to the changing macro environment. First, the Federal Reserve warned about the upcoming rate hikes to battle the rising inflation, which meant that borrowing costs were about to rise and economic activity was about to take a hit. For a company that was trading at aggressive multiples at that time, it meant that its shares could be hit the hardest in a worsening macro environment, as it would be significantly harder to justify the excessive price when the bottom-line performance was already weak, and the environment was worsening. Then the Russian invasion of Ukraine in 2022 made things even worse as it shocked energy markets and prompted the Federal Reserve to act more aggressively in tackling inflation and rapidly increasing interest rates throughout most of 2022.That’s when cracks in Palantir’s growth story began to appear. If we go through Palantir’s earnings releases from Q1’21 to Q1’22, we’ll see that at the end of each release for those periods the company mentions that per its long-term guidance policy that was set up by its CEO Alex Karp, it expects annual revenue growth rate to be 30% of more through 2025. Starting from the earnings report for Q2’22, Palantir stopped mentioning its long-term guidance policy as the new macro environment started to negatively affect its performance. The company has been providing relatively disappointing guidance throughout a portion of 2022, its shares traded mostly under $10 per share throughout most of 2022, and its revenue growth rate in the second half of 2022 was under 20% Y/Y. Our bearish thesis played out well during that time as there were no fundamental reasons for the company to trade at high multiples in the first place, so when the macro environment changed, it was almost impossible to justify its 2021-level valuation.However, after trading mostly under $10 per share for nearly a year, things began to change in the spring of 2023. As the generative AI revolution picked up pace, Palantir quickly joined it by launching its own generative AI platform called AIP. In the Q1’23 conference call, Palantir’s management noted that the demand for AIP has been unprecedented and they’re aggressively capitalizing on the interest to meet that demand. After that, Palantir’s shares got a second wind as the business performance began to improve thanks to the aggressive demand for AIP since companies started to implement various generative AI tools within their organizations.Since the spring of 2023 and until today, Palantir’s shares have aggressively appreciated and are once again trading at exuberant multiples. We believe that Palantir’s current valuation makes no sense and that is why we’re once again providing a strong sell recommendation for its shares as the upside from the current price is non-existent in our opinion.Is AIP Palantir’s True Savior?While Palantir’s stock was able to regain its momentum thanks to the company’s entrance into the generative AI market, its current price makes no sense to us. We don’t deny that the demand for AIP is unprecedented, and it certainly appears to be a solid product considering that more and more organizations are joining Palantir’s bootcamps each quarter to test the platform.Our issue is that despite boosting Palantir’s sales in recent quarters, it’s still not enough to justify the aggressive rise of the company’s stock. In 2023, when AIP was launched, Palantir’s revenues increased by only 16.75% Y/Y. For 2024 and 2025, the expectations are that Palantir’s revenue growth rate will be around 20% Y/Y. This is below Palantir’s initial estimates of growing by over 30% through 2025 which were given back in 2021.Despite this, Palantir's share price is already around the 2021 levels, and the company trades at over 80 times its forward earnings and over 20 times its forward sales. Even if we assume that AIP will continue to boost Palantir’s sales in the future, it seems that the upside for its shares is non-existent anymore.When doing research for this article, we were looking at what is the true worth of the generative AI market. Estimates varied depending on the source. The conservative assumptions show that the generative AI market will be worth $66.62 billion this year and increase to $206.95 billion by 2030. The more optimistic assumptions show that the generative AI market will be worth $137 billion this year and $897 billion in 2030.With a market capitalization of over $60 billion today, it seems that Palantir is already worth almost as much as the entire generative AI market under the conservative assumptions and around half the market under the more optimistic assumptions. We believe that it makes no sense for a company that has less than 600 clients to be worth so much, and this is why, in our opinion, Palantir’s stock is overhyped at this stage. While AIP certainly created new growth opportunities for Palantir’s business, the stock itself got too far ahead of itself and at the current price, the company is extremely overvalued.What Is The Real Value Of Palantir?We believe that Palantir is extremely overvalued and below we present our valuation model.To properly value Palantir, we first need to highlight some of the entry data that will help us determine the company’s intrinsic value. The tax rate that we use in our valuation model is 21%, which has been a flat corporate tax rate in the United States in recent years. The discount rate is 7.68%. We arrive at that percentage by calculating the company’s cost of debt, cost of equity, and then determining the cost of capital.We determined that Palantir’s after-tax cost of debt is 1.4%. To calculate that we used its financial data such as interest expenses, total debt, income tax expenses, and others from the fiscal year 2023.The cost of equity in our model is 7.7%. For determining the cost of equity, we used a risk-free rate of 4.30%, which is close to the current yield of the 10-year treasury note. The beta is 1, which is the S&P 500 average. The market return is 7.7%, which is the average annual return rate of the S&P 500 in the last two decades.In the end, we arrived at a discount rate of 7.68%. The main reason why it’s so close to the cost of equity is that Palantir has no long-term debt and very little total debt, which is why the cost of equity had a significantly greater weight when determining the discount rate.The perpetual growth rate is 3%, which mirrors the historical inflation rate. The cash reserves are $3.8 billion, which is what the company had at the end of the latest quarter, while the share price at the time of valuing the company was at $28.60.Bears of Wall Street valuation model (Bears of Wall Street)After filling in the entry data, we then turn to our forecast. For 2024, we expect Palantir’s sales to grow by 22%, which is slightly above the overall expectations. After 2024, we assume that the growth rate will be around 25%. This is above the current estimates, but if AIP continues to aggressively add new customers, then a boost in sales won’t be something out of the ordinary. We also expect significantly higher earnings, which mirrors the analysts’ expectations. The tax rate in the model is 21%, and the expectation for other financial data closely mirrors the company’s performance in 2023.Once we finished with the forecasts, we calculated the cumulative present value of the FCF, the terminal value with the help of the discount rate and the perpetual growth rate, and the present value of the terminal value. All of this helped us to get Palantir’s enterprise value, which in our case is $28.66 billion.After that, we added the company’s cash reserves to the enterprise value and did not subtract any long-term debt because it’s non-existent, to calculate Palantir’s equity value, which is $32.51 billion. We then divided the equity value by the number of Palantir’s shares to find out the company’s intrinsic value, which is $13.55 per share.This means that according to our model, Palantir’s shares are extremely overvalued and that is why we believe that giving it a strong sell recommendation makes perfect sense.Bears of Wall Street valuation model (Bears of Wall Street)Could We Be Wrong?There’s one thing that needs to be discussed before jumping to the conclusion. While we believe that Palantir is a strong sell and the upside at the current price in our opinion is almost non-existent, we also shouldn’t forget that throughout history, markets have been extremely irrational from time to time. There’s no need to look that far considering that Palantir itself was trading over $30 per share in early 2021 despite generating much less sales than today and losing money. While there were periods of significant appreciation and depreciation of its shares throughout 2021, it wasn’t until 2022 that the share price had truly collapsed.That’s why it would be foolish to assume that the price will collapse on weak fundamentals today or tomorrow. If the management reports another revenue and earnings beat for Q2’24 next month and increases the guidance, then the shares will likely retain their momentum and could appreciate even higher to new highs.However, such an appreciation of shares can’t last forever. After publishing our latest bearish article on the company in 2021, it took a couple of quarters before the share price truly collapsed and our thesis played out. We could have the same thing happen again. That’s why the depreciation of Palantir’s shares is not guaranteed in the short term despite the company trading at an exuberant valuation. But once the momentum fades over the long-term and fundamentals once again start to matter more than the growth rates, then the depreciation on weak fundamentals will likely begin, since the company that has less than 600 customers can’t be worth as much as the whole generative AI market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325205974143152,"gmtCreate":1720425494702,"gmtModify":1720438561622,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","text":"$Palantir Technologies Inc.(PLTR)$ we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/325205974143152","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578638769183965","authorId":"3578638769183965","name":"hongg","avatar":"https://static.tigerbbs.com/5a7a0b4bab6ad61e3bd4f1a19c4d1a03","crmLevel":7,"crmLevelSwitch":0,"idStr":"3578638769183965","authorIdStr":"3578638769183965"},"content":"where is he right now? deep red in bull market ? hahaha","text":"where is he right now? deep red in bull market ? hahaha","html":"where is he right now? deep red in bull market ? hahaha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271463092875504,"gmtCreate":1707313140088,"gmtModify":1707313144549,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Jefferies got a lousy analyst thats all i can say...their stock analysis is rubbish","listText":"Jefferies got a lousy analyst thats all i can say...their stock analysis is rubbish","text":"Jefferies got a lousy analyst thats all i can say...their stock analysis is rubbish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271463092875504","repostId":"2409321409","repostType":2,"repost":{"id":"2409321409","kind":"highlight","pubTimestamp":1707294060,"share":"https://ttm.financial/m/news/2409321409?lang=&edition=fundamental","pubTime":"2024-02-07 16:21","market":"us","language":"en","title":"Palantir's Rating Upgraded and Price Target Raised on Impressive Quarterly Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=2409321409","media":"WallStreetZen","summary":"Jefferies's Brent Thill upgraded their rating on Palantir (NYSE: PLTR) from Sell to Hold on 2024/02/06. The analyst also raised their price target by 69.2% from $13 to $22.In a note to investors, Thil","content":"<html><body><div><p>Jefferies's Brent Thill upgraded their rating on Palantir (NYSE: PLTR) from Sell to Hold on 2024/02/06. The analyst also raised their price target by 69.2% from $13 to $22.</p><p>In a note to investors, Thill highlighted Palantir's \"impressive\" quarterly results, which were driven by a surging backlog and U.S. commercial growth acceleration. Thill summarized the company's fourth quarter and fiscal year 2023 results, stating that the highlight of the report was management's free cash flow guidance, which exceeded Street estimates by 34%.</p><p>Thill noted that the rapid ramp-up of Palantir's AI Platform has \"impressed\" Jefferies, and believes that it is \"fair to increase the share price to reflect the momentum.\" However, the analyst also cautioned that the stock sells at a \"23% premium to the large-cap average,\" and therefore, valuation could be a problem.</p><p>Palantir reported earnings per share (EPS) of $0.08 for the fourth quarter of 2023, in line with the Zacks Consensus Estimate but beating the previous year's fourth-quarter EPS by 100%. The company's revenue for the quarter came in at $608.35 million, beating the Zacks Consensus Estimate by 0.81% and showing a 20% increase compared to the same period last year. Palantir's operating income for the quarter was $209 million.</p><p>For the full fiscal year 2023, Palantir reported EPS of $0.25, up 316.7% year-over-year, and revenue of $2.23 billion, showing a 17% increase compared to the previous year. The company's operating income for the fiscal year was $633 million, and it generated free cash flow of $731 million.</p><p>Looking ahead, Palantir's management provided guidance for the first quarter of 2024, projecting revenue of $612 million to $616 million and operating income of $196 million to $200 million. For the full fiscal year 2024, the company expects revenue of $2.652 billion to $2.668 billion, operating income of $834 million to $850 million, and free cash flow of $800 million to $1 billion.</p><p>CEO Alexander Karp expressed optimism about the company's growth in their Investors Annual Letter. Karp highlighted the significant contribution of Palantir's U.S. commercial business to its overall growth and anticipated that the U.S. commercial revenue would exceed $640 million in 2024, representing a growth rate of at least 40% compared to the previous year. Karp emphasized the company's commitment to building a business that can thrive in any macroeconomic environment and highlighted their alignment with the interests of the American and global public.</p><p>Following Jefferies's rating upgrade and price target increase, other analysts also updated their ratings and price targets for Palantir on February 6, 2024. Citigroup's Tyler Radke raised their price target by 100% from $10 to $20 and upgraded their rating on the stock from Strong Sell to Hold. Mizuho's Matthew Broome raised their price target by 12.5% from $16 to $18 and maintained their Hold rating on the stock. Wedbush's Daniel Ives raised their price target by 20% from $25 to $30 and maintained their Buy rating on the stock.</p><p>According to data from WallStreetZen, 25% of top-rated analysts currently rate PLTR as a Strong Buy or Buy, while 50% see it as a Hold, and 25% either recommend or strongly recommend selling the stock.</p><p>Since Palantir's latest quarterly report on February 5, 2024, the stock price has increased by 30.8%. Year-over-year, the stock has gained 163.2%, outpacing the S&amp;P 500, which has seen a 20.5% increase during the same period.</p><p>Brent Thill, the Jefferies analyst who upgraded Palantir's rating, is ranked in the top 1% of Wall Street analysts by WallStreetZen. Thill specializes in the Technology and Consumer Defensive sectors, among others, and has an average return of 14.6% with a 59.6% win rate.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> is a software company that builds and deploys platforms for the intelligence community in the U.S., primarily for counterterrorism investigations and operations. The company's flagship product, Palantir Gotham, enables users to identify patterns hidden within datasets and facilitates the transfer of information from analysts to operational users. Palantir Technologies was incorporated in 2003 and is headquartered in Denver, Colorado.</p></div></body></html>","source":"wallstreetzen_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's Rating Upgraded and Price Target Raised on Impressive Quarterly Performance</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 Rating Upgraded and Price Target Raised on Impressive Quarterly Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-07 16:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wallstreetzen.com/news/palantir-s-rating-upgraded-and-price-target-raised-on-impressive-quarterly-performance><strong>WallStreetZen</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jefferies's Brent Thill upgraded their rating on Palantir (NYSE: PLTR) from Sell to Hold on 2024/02/06. The analyst also raised their price target by 69.2% from $13 to $22.In a note to investors, ...</p>\n\n<a href=\"https://www.wallstreetzen.com/news/palantir-s-rating-upgraded-and-price-target-raised-on-impressive-quarterly-performance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.unsplash.com/photo-1614064643087-96ce7f0737c8?crop=entropy&cs=tinysrgb&fit=crop&fm=jpg&ixid=M3w0NDY2OTN8MHwxfGFsbHx8fHx8fHx8fDE2OTE0OTU2MDF8&ixlib=rb-4.0.3&q=80&w=260&utm_source=wallstreetzen&utm_medium=referral&utm_campaign=api-credit&h=180","relate_stocks":{"PLTR":"Palantir Technologies Inc.","TGT":"塔吉特"},"source_url":"https://www.wallstreetzen.com/news/palantir-s-rating-upgraded-and-price-target-raised-on-impressive-quarterly-performance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409321409","content_text":"Jefferies's Brent Thill upgraded their rating on Palantir (NYSE: PLTR) from Sell to Hold on 2024/02/06. The analyst also raised their price target by 69.2% from $13 to $22.In a note to investors, Thill highlighted Palantir's \"impressive\" quarterly results, which were driven by a surging backlog and U.S. commercial growth acceleration. Thill summarized the company's fourth quarter and fiscal year 2023 results, stating that the highlight of the report was management's free cash flow guidance, which exceeded Street estimates by 34%.Thill noted that the rapid ramp-up of Palantir's AI Platform has \"impressed\" Jefferies, and believes that it is \"fair to increase the share price to reflect the momentum.\" However, the analyst also cautioned that the stock sells at a \"23% premium to the large-cap average,\" and therefore, valuation could be a problem.Palantir reported earnings per share (EPS) of $0.08 for the fourth quarter of 2023, in line with the Zacks Consensus Estimate but beating the previous year's fourth-quarter EPS by 100%. The company's revenue for the quarter came in at $608.35 million, beating the Zacks Consensus Estimate by 0.81% and showing a 20% increase compared to the same period last year. Palantir's operating income for the quarter was $209 million.For the full fiscal year 2023, Palantir reported EPS of $0.25, up 316.7% year-over-year, and revenue of $2.23 billion, showing a 17% increase compared to the previous year. The company's operating income for the fiscal year was $633 million, and it generated free cash flow of $731 million.Looking ahead, Palantir's management provided guidance for the first quarter of 2024, projecting revenue of $612 million to $616 million and operating income of $196 million to $200 million. For the full fiscal year 2024, the company expects revenue of $2.652 billion to $2.668 billion, operating income of $834 million to $850 million, and free cash flow of $800 million to $1 billion.CEO Alexander Karp expressed optimism about the company's growth in their Investors Annual Letter. Karp highlighted the significant contribution of Palantir's U.S. commercial business to its overall growth and anticipated that the U.S. commercial revenue would exceed $640 million in 2024, representing a growth rate of at least 40% compared to the previous year. Karp emphasized the company's commitment to building a business that can thrive in any macroeconomic environment and highlighted their alignment with the interests of the American and global public.Following Jefferies's rating upgrade and price target increase, other analysts also updated their ratings and price targets for Palantir on February 6, 2024. Citigroup's Tyler Radke raised their price target by 100% from $10 to $20 and upgraded their rating on the stock from Strong Sell to Hold. Mizuho's Matthew Broome raised their price target by 12.5% from $16 to $18 and maintained their Hold rating on the stock. Wedbush's Daniel Ives raised their price target by 20% from $25 to $30 and maintained their Buy rating on the stock.According to data from WallStreetZen, 25% of top-rated analysts currently rate PLTR as a Strong Buy or Buy, while 50% see it as a Hold, and 25% either recommend or strongly recommend selling the stock.Since Palantir's latest quarterly report on February 5, 2024, the stock price has increased by 30.8%. Year-over-year, the stock has gained 163.2%, outpacing the S&P 500, which has seen a 20.5% increase during the same period.Brent Thill, the Jefferies analyst who upgraded Palantir's rating, is ranked in the top 1% of Wall Street analysts by WallStreetZen. Thill specializes in the Technology and Consumer Defensive sectors, among others, and has an average return of 14.6% with a 59.6% win rate.Palantir Technologies Inc. is a software company that builds and deploys platforms for the intelligence community in the U.S., primarily for counterterrorism investigations and operations. The company's flagship product, Palantir Gotham, enables users to identify patterns hidden within datasets and facilitates the transfer of information from analysts to operational users. Palantir Technologies was incorporated in 2003 and is headquartered in Denver, Colorado.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271042643751024,"gmtCreate":1707210302022,"gmtModify":1707210324125,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Boon Chong say wudddd???","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Boon Chong say wudddd???","text":"$Palantir Technologies Inc.(PLTR)$ Boon Chong say wudddd???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271042643751024","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242587177308384,"gmtCreate":1700262409121,"gmtModify":1700262412017,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>all the way to the moon liao....crossed n closed above last high... #boonchong #bankrupt #30yrsexperiencelikeshit","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>all the way to the moon liao....crossed n closed above last high... #boonchong #bankrupt #30yrsexperiencelikeshit","text":"$Palantir Technologies Inc.(PLTR)$ all the way to the moon liao....crossed n closed above last high... #boonchong #bankrupt #30yrsexperiencelikeshit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242587177308384","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238900079214696,"gmtCreate":1699354395281,"gmtModify":1699354399266,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Seeking alpha u better dont be caught buying pltr ever...","listText":"Seeking alpha u better dont be caught buying pltr ever...","text":"Seeking alpha u better dont be caught buying pltr ever...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238900079214696","repostId":"2381617745","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237147988562056,"gmtCreate":1698933011888,"gmtModify":1698933015181,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Boon Chong....how ar???","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Boon Chong....how ar???","text":"$Palantir Technologies Inc.(PLTR)$ Boon Chong....how ar???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/237147988562056","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"content":"My 1yr trading experience tells me boonchong is a quack","text":"My 1yr trading experience tells me boonchong is a quack","html":"My 1yr trading experience tells me boonchong is a quack"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358190505349376,"gmtCreate":1728469175211,"gmtModify":1728469178722,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> @Sushil go where alrdy ah? Wads ur p&amp;l nw frm ur shorts?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> @Sushil go where alrdy ah? Wads ur p&amp;l nw frm ur shorts?","text":"$Palantir Technologies Inc.(PLTR)$ @Sushil go where alrdy ah? Wads ur p&l nw frm ur shorts?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/358190505349376","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574380019279001","authorId":"3574380019279001","name":"Dreamrule","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574380019279001","authorIdStr":"3574380019279001"},"content":"i sold covered calls unfortunately, and kept rolling still deep in the red","text":"i sold covered calls unfortunately, and kept rolling still deep in the red","html":"i sold covered calls unfortunately, and kept rolling still deep in the red"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356164971556928,"gmtCreate":1727963812102,"gmtModify":1727963910232,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","text":"$Palantir Technologies Inc.(PLTR)$ First was booncheong (so called 30s yrs of exp) nw its sushil...whos next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/356164971556928","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169554129212312","authorId":"4169554129212312","name":"G0ATT","avatar":"https://community-static.tradeup.com/news/815f16b689f9403df4ba0ec4c830d325","crmLevel":4,"crmLevelSwitch":0,"idStr":"4169554129212312","authorIdStr":"4169554129212312"},"content":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on.","text":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on.","html":"in fact, I will short Palantir and post my shorts tonight. Post your long positions. It’s on."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325205974143152,"gmtCreate":1720425494702,"gmtModify":1720438561622,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","text":"$Palantir Technologies Inc.(PLTR)$ we missed Boon Chong's 30yrs experience analysis...but it was rubbish anyways...its ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/325205974143152","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578638769183965","authorId":"3578638769183965","name":"hongg","avatar":"https://static.tigerbbs.com/5a7a0b4bab6ad61e3bd4f1a19c4d1a03","crmLevel":7,"crmLevelSwitch":0,"idStr":"3578638769183965","authorIdStr":"3578638769183965"},"content":"where is he right now? deep red in bull market ? hahaha","text":"where is he right now? deep red in bull market ? hahaha","html":"where is he right now? deep red in bull market ? hahaha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238900079214696,"gmtCreate":1699354395281,"gmtModify":1699354399266,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"Seeking alpha u better dont be caught buying pltr ever...","listText":"Seeking alpha u better dont be caught buying pltr ever...","text":"Seeking alpha u better dont be caught buying pltr ever...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238900079214696","repostId":"2381617745","repostType":2,"repost":{"id":"2381617745","kind":"highlight","pubTimestamp":1699369200,"share":"https://ttm.financial/m/news/2381617745?lang=&edition=fundamental","pubTime":"2023-11-07 23:00","market":"us","language":"en","title":"Palantir: Recognize Greed And Avoid At All Costs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2381617745","media":"Seeking Alpha","summary":"Palantir Technologies stock saw a post-earnings surge last week following its solid Q3 results and upgraded guidance for Q4 and FY23.The company posted its fourth consecutive quarter of GAAP net incom","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir Technologies stock saw a post-earnings surge last week following its solid Q3 results and upgraded guidance for Q4 and FY23.</p></li><li><p>The company posted its fourth consecutive quarter of GAAP net income profitability, potentially paving the way for inclusion in the S&amp;P 500.</p></li><li><p>Palantir solidified its relationship with the US Department of Defense and launched its Global Warfare Solutions, collaborating closely with defense contractors.</p></li><li><p>The good news is coming fast and furious for PLTR investors trying to catch their breath. However, it&#39;s advisable not to ignore its &#34;F&#34; valuation grade.</p></li><li><p>PLTR failed to break through its August 2023 highs, notwithstanding its stellar results. I argue why it&#39;s time for investors not to fall prey to greed. Consider selling the rip and rotate out.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi\" title=\"Michael Vi\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi</span></p><p>Leading AI company Palantir Technologies (NYSE:PLTR) saw a massive surge over the past week as the market reacted to its solid third-quarter or FQ3 earnings release. In addition, the company also upgraded its guidance for Q4 and FY23, corroborating its growth momentum in AIP.</p><p>If that wasn&#39;t enough, the company also posted its fourth consecutive quarter of GAAP net income profitability, paving the way for PLTR&#39;s potential inclusion in the S&amp;P 500 (SPX) (SPY). As such, I believe market participants are assessing how to value PLTR, as the company demonstrated proof points in its nascent AIP. Furthermore, management is confident that Palantir&#39;s systems and solutions have a substantial competitive edge, &#34;setting standards that competitors cannot match.&#34; The company highlighted its close partnership with the US government as a demonstrated proof point &#34;where no one can replicate it for the same cost or effectiveness.&#34;</p><p>Accordingly, Palantir solidified its relationship with the US Department of Defense or DoD, as it launched its Palantir Government Web Services, or GWS, in September. It&#39;s designed to provide defense contractors (particularly the primes) critical &#34;software solutions to quickly scale their mission-critical capabilities.&#34; Management cited positive experiences from leading defense contractors such as Lockheed Martin (LMT), articulating the &#34;impact and benefits of Palantir GWS in accelerating their defense-related missions.&#34; As such, Palantir is collaborating closely with the primes as &#34;allies,&#34; supporting them with best-in-class AI software systems and extending their capabilities.</p><p>I gleaned that the generative AI era could bring the best out of CEO Alex Karp and his team as they reminded investors about the significant advantages of its operating system. As such, Karp believes that Palantir has &#34;set a standard the competition can never meet,&#34; helping it to gain further momentum in its AIP. The company has also tweaked its go-to-market strategy with AIP boot camps recently. These boot camps are designed to &#34;enable the delivery of real workflows on actual customer data in five days or less.&#34; As such, it has provided a significant improvement against its previous pilot strategy, which took between one and three months. Customer responses have also been positive. Management highlighted faster customer negotiations and contract expansions.</p><p>These efforts have proved effective in driving the operating performance for Palantir in Q3, which is also expected to gain momentum in Q4 and beyond. Accordingly, the company reported a 23% growth in its commercial business in Q3. In its most important US segment, the uplift was more significant, as Palantir delivered revenue growth of 33%. When we exclude the contribution from its SPACs investment, US segment growth hit 52% YoY and 19% QoQ. As such, it helped to mitigate the continued slowdown in government segment revenue, which grew 12.4% YoY, down from Q2&#39;s 14.8% growth cadence.</p><p>With PLTR surging above the $19 level last week, inching closer to its August 2023 highs at the $20.3 level, it&#39;s essential to consider whether investors should wait for a pullback or join the bullish surge. It&#39;s important to consider that PLTR didn&#39;t muster sufficient momentum to break above that critical resistance level, notwithstanding its improved guidance (yellow flag).</p><p>PLTR is rated with an &#34;F&#34; valuation grade by Seeking Alpha Quant, suggesting a steep growth premium. Its forward EBITDA multiple of 50.5x or an adjusted P/E multiple of 65.7x corroborates my observation of its highly expensive valuation. As such, I believe investors keen to buy aggressively at the current levels need Palantir to post an even more optimistic 2024 guidance at its Q4 earnings scorecard to justify its valuation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01ea97c77e11ecb31c5cf7cb21befa99\" alt=\"PLTR price chart (weekly) (TradingView)\" title=\"PLTR price chart (weekly) (TradingView)\" tg-width=\"640\" tg-height=\"340\"/><span>PLTR price chart (weekly) (TradingView)</span></p><p>I gleaned that PLTR&#39;s August 2023 high ($20.2 level) remains a critical resistance zone that saw selling pressure returning intensely. While last week&#39;s surge was aggressive, it has yet to re-test that level. As such, unless you are a breakout investor, I assessed that the near-term upside isn&#39;t attractive enough to justify PLTR&#39;s risk/reward at the current levels.</p><p>It seems to be that much of PLTR&#39;s good news has been reflected in its highly-aggressive valuation. A much improved 2024 growth momentum must be anticipated if you add more at the current levels.</p><p>While I believe PLTR could still prove me wrong when it issues its 2024 guidance early next year, I have sold all my positions in PLTR, as I believe the tech sector (XLK) could come under more pressure in the medium term. As such, overvalued SaaS stocks like PLTR could be prone to a rotation out when the moment of reckoning arrives.</p><p>When everything seems to be running well and good, and you only hear about good news, and it looks fully reflected in its price action and valuation, that&#39;s when you should be fearful.</p><p><em>Rating: Downgraded to Sell.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Recognize Greed And Avoid At All Costs?</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: Recognize Greed And Avoid At All Costs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-07 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4647893-palantir-recognize-greed-and-avoid-at-all-costs-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies stock saw a post-earnings surge last week following its solid Q3 results and upgraded guidance for Q4 and FY23.The company posted its fourth consecutive quarter of GAAP net ...</p>\n\n<a href=\"https://seekingalpha.com/article/4647893-palantir-recognize-greed-and-avoid-at-all-costs-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4647893-palantir-recognize-greed-and-avoid-at-all-costs-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2381617745","content_text":"Palantir Technologies stock saw a post-earnings surge last week following its solid Q3 results and upgraded guidance for Q4 and FY23.The company posted its fourth consecutive quarter of GAAP net income profitability, potentially paving the way for inclusion in the S&P 500.Palantir solidified its relationship with the US Department of Defense and launched its Global Warfare Solutions, collaborating closely with defense contractors.The good news is coming fast and furious for PLTR investors trying to catch their breath. However, it's advisable not to ignore its \"F\" valuation grade.PLTR failed to break through its August 2023 highs, notwithstanding its stellar results. I argue why it's time for investors not to fall prey to greed. Consider selling the rip and rotate out.Michael ViLeading AI company Palantir Technologies (NYSE:PLTR) saw a massive surge over the past week as the market reacted to its solid third-quarter or FQ3 earnings release. In addition, the company also upgraded its guidance for Q4 and FY23, corroborating its growth momentum in AIP.If that wasn't enough, the company also posted its fourth consecutive quarter of GAAP net income profitability, paving the way for PLTR's potential inclusion in the S&P 500 (SPX) (SPY). As such, I believe market participants are assessing how to value PLTR, as the company demonstrated proof points in its nascent AIP. Furthermore, management is confident that Palantir's systems and solutions have a substantial competitive edge, \"setting standards that competitors cannot match.\" The company highlighted its close partnership with the US government as a demonstrated proof point \"where no one can replicate it for the same cost or effectiveness.\"Accordingly, Palantir solidified its relationship with the US Department of Defense or DoD, as it launched its Palantir Government Web Services, or GWS, in September. It's designed to provide defense contractors (particularly the primes) critical \"software solutions to quickly scale their mission-critical capabilities.\" Management cited positive experiences from leading defense contractors such as Lockheed Martin (LMT), articulating the \"impact and benefits of Palantir GWS in accelerating their defense-related missions.\" As such, Palantir is collaborating closely with the primes as \"allies,\" supporting them with best-in-class AI software systems and extending their capabilities.I gleaned that the generative AI era could bring the best out of CEO Alex Karp and his team as they reminded investors about the significant advantages of its operating system. As such, Karp believes that Palantir has \"set a standard the competition can never meet,\" helping it to gain further momentum in its AIP. The company has also tweaked its go-to-market strategy with AIP boot camps recently. These boot camps are designed to \"enable the delivery of real workflows on actual customer data in five days or less.\" As such, it has provided a significant improvement against its previous pilot strategy, which took between one and three months. Customer responses have also been positive. Management highlighted faster customer negotiations and contract expansions.These efforts have proved effective in driving the operating performance for Palantir in Q3, which is also expected to gain momentum in Q4 and beyond. Accordingly, the company reported a 23% growth in its commercial business in Q3. In its most important US segment, the uplift was more significant, as Palantir delivered revenue growth of 33%. When we exclude the contribution from its SPACs investment, US segment growth hit 52% YoY and 19% QoQ. As such, it helped to mitigate the continued slowdown in government segment revenue, which grew 12.4% YoY, down from Q2's 14.8% growth cadence.With PLTR surging above the $19 level last week, inching closer to its August 2023 highs at the $20.3 level, it's essential to consider whether investors should wait for a pullback or join the bullish surge. It's important to consider that PLTR didn't muster sufficient momentum to break above that critical resistance level, notwithstanding its improved guidance (yellow flag).PLTR is rated with an \"F\" valuation grade by Seeking Alpha Quant, suggesting a steep growth premium. Its forward EBITDA multiple of 50.5x or an adjusted P/E multiple of 65.7x corroborates my observation of its highly expensive valuation. As such, I believe investors keen to buy aggressively at the current levels need Palantir to post an even more optimistic 2024 guidance at its Q4 earnings scorecard to justify its valuation.PLTR price chart (weekly) (TradingView)I gleaned that PLTR's August 2023 high ($20.2 level) remains a critical resistance zone that saw selling pressure returning intensely. While last week's surge was aggressive, it has yet to re-test that level. As such, unless you are a breakout investor, I assessed that the near-term upside isn't attractive enough to justify PLTR's risk/reward at the current levels.It seems to be that much of PLTR's good news has been reflected in its highly-aggressive valuation. A much improved 2024 growth momentum must be anticipated if you add more at the current levels.While I believe PLTR could still prove me wrong when it issues its 2024 guidance early next year, I have sold all my positions in PLTR, as I believe the tech sector (XLK) could come under more pressure in the medium term. As such, overvalued SaaS stocks like PLTR could be prone to a rotation out when the moment of reckoning arrives.When everything seems to be running well and good, and you only hear about good news, and it looks fully reflected in its price action and valuation, that's when you should be fearful.Rating: Downgraded to Sell.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954681788,"gmtCreate":1676326869144,"gmtModify":1676326872010,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>for the fella who has 35yrs of trading experience....OOPZ!&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>for the fella who has 35yrs of trading experience....OOPZ!&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ for the fella who has 35yrs of trading experience....OOPZ!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/9954681788","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582017927448499","authorId":"3582017927448499","name":"David_lim","avatar":"https://community-static.tradeup.com/news/ad3d5a05bf1aa43748d7f281e7318053","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582017927448499","authorIdStr":"3582017927448499"},"content":"Haiz... He will disappear for certain period of time😭","text":"Haiz... He will disappear for certain period of time😭","html":"Haiz... He will disappear for certain period of time😭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970641697,"gmtCreate":1684419463419,"gmtModify":1684421430575,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>30yrs of trading experience so wad? Pui...u still got it wrong...hope u short until u need to jump off the building...","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>30yrs of trading experience so wad? Pui...u still got it wrong...hope u short until u need to jump off the building...","text":"$Palantir Technologies Inc.(PLTR)$ 30yrs of trading experience so wad? Pui...u still got it wrong...hope u short until u need to jump off the building...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970641697","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979030524,"gmtCreate":1685115643769,"gmtModify":1685115646702,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>boonchong... Hows ur shorts doing? Pls update","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>boonchong... Hows ur shorts doing? Pls update","text":"$Palantir Technologies Inc.(PLTR)$ boonchong... Hows ur shorts doing? Pls update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/9979030524","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":2,"crmLevelSwitch":1,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"content":"Congrats! Your post is trending now. Liked, shared and commented to support you go Top. $Palantir Technologies Inc.(PLTR)$ 🚀🚀🚀","text":"Congrats! Your post is trending now. Liked, shared and commented to support you go Top. $Palantir Technologies Inc.(PLTR)$ 🚀🚀🚀","html":"Congrats! Your post is trending now. Liked, shared and commented to support you go Top. $Palantir Technologies Inc.(PLTR)$ 🚀🚀🚀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090276596,"gmtCreate":1643209518273,"gmtModify":1676533785603,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Drop the most climb the least","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Drop the most climb the least","text":"$Palantir Technologies Inc.(PLTR)$Drop the most climb the least","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090276596","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954418138,"gmtCreate":1676541851925,"gmtModify":1676541855069,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Quick question:&nbsp;Has Boonchong lost all his money ever since Palantir's Q4 results? Let me know what you think","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Quick question:&nbsp;Has Boonchong lost all his money ever since Palantir's Q4 results? Let me know what you think","text":"$Palantir Technologies Inc.(PLTR)$ Quick question: Has Boonchong lost all his money ever since Palantir's Q4 results? Let me know what you think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9954418138","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582017927448499","authorId":"3582017927448499","name":"David_lim","avatar":"https://community-static.tradeup.com/news/ad3d5a05bf1aa43748d7f281e7318053","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582017927448499","authorIdStr":"3582017927448499"},"content":"Important thing as per my earlier prediction, he disappeared after Palantir🚀.... I think recent very hard to see him in comment😭","text":"Important thing as per my earlier prediction, he disappeared after Palantir🚀.... I think recent very hard to see him in comment😭","html":"Important thing as per my earlier prediction, he disappeared after Palantir🚀.... I think recent very hard to see him in comment😭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356193572020616,"gmtCreate":1727963408174,"gmtModify":1727963700909,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Where the shorts at? Burn baby burn! Short somemore!&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Where the shorts at? Burn baby burn! Short somemore!&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ Where the shorts at? Burn baby burn! Short somemore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356193572020616","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184072367280304,"gmtCreate":1685963215939,"gmtModify":1685963219736,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>I miss boon chong sia...its like he literally disappeared frm the face of this earth...is he still ard? Really concerned here","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>I miss boon chong sia...its like he literally disappeared frm the face of this earth...is he still ard? Really concerned here","text":"$Palantir Technologies Inc.(PLTR)$ I miss boon chong sia...its like he literally disappeared frm the face of this earth...is he still ard? Really concerned here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184072367280304","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006991172,"gmtCreate":1641569195870,"gmtModify":1676533630367,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Lousy companycant even hold the proce above 17. Its shows how much investors have confidence in this lousy company","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Lousy companycant even hold the proce above 17. Its shows how much investors have confidence in this lousy company","text":"$Palantir Technologies Inc.(PLTR)$Lousy companycant even hold the proce above 17. Its shows how much investors have confidence in this lousy company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006991172","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001351350,"gmtCreate":1641175053288,"gmtModify":1676533579211,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Lousiest bank","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Lousiest bank","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$Lousiest bank","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001351350","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357823926325312,"gmtCreate":1728396139957,"gmtModify":1728396143577,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Who holding short position, i pray for you....lolz","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Who holding short position, i pray for you....lolz","text":"$Palantir Technologies Inc.(PLTR)$ Who holding short position, i pray for you....lolz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357823926325312","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237147988562056,"gmtCreate":1698933011888,"gmtModify":1698933015181,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Boon Chong....how ar???","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>Boon Chong....how ar???","text":"$Palantir Technologies Inc.(PLTR)$ Boon Chong....how ar???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/237147988562056","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"content":"My 1yr trading experience tells me boonchong is a quack","text":"My 1yr trading experience tells me boonchong is a quack","html":"My 1yr trading experience tells me boonchong is a quack"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019004447,"gmtCreate":1648481939351,"gmtModify":1676534343629,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>How to be a shit stock...pltr says it all","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>How to be a shit stock...pltr says it all","text":"$Palantir Technologies Inc.(PLTR)$How to be a shit stock...pltr says it all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019004447","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030657604,"gmtCreate":1645715115072,"gmtModify":1676534056724,"author":{"id":"3556863993604905","authorId":"3556863993604905","name":"你爸说","avatar":"https://static.tigerbbs.com/bdca3d23b123e444f94d268f36d55f72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863993604905","authorIdStr":"3556863993604905"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Dropping alrdy...useless stk","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Dropping alrdy...useless stk","text":"$Palantir Technologies Inc.(PLTR)$Dropping alrdy...useless stk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030657604","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}