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01-23 09:01

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@Tiger_Contra:💰Dividend Picks | Low PB, Steady Returns : U10/S35/S41

01-22 08:42

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@Long_Equity:High growth companies normally have high multiples

01-16

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@Callum_Thomas:The What/Why/How of Valuations…

01-16

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@SmartReversals:Common mistakes in investment

01-10

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Palantir Stock: Remains Attractive For Those Looking To Invest For The Long Term

01-06

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@Tiger_Academy:Shaping the future：2025 outlook for key assets

01-03

To be honest, I tried to avoid their service as they lost my parcel a few times. [Glance]

@Tiger_SG:Have You Ever Felt Frustrated With SingPost's Services?

01-02

Always having confidence in #Palantir, I hold their shares since 2021 till date. [ShakeHands] $Palantir Technologies Inc.(PLTR)$

01-01

thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777

2024-12-20

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@koolgal:Is OCBC The Most Undervalued of the 3 Singapore Banks?

2024-12-18

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@The Investing Iguana:🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst

2024-12-18

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@ZhukovHatesPepsi:Investment Vs Speculation

2024-12-17

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@Twelve_E:Why do Institutions Keep Buying $PLTR? Most Recent Quotes from CEO Alex Karp

2024-12-10

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@Cecilia2828:Singapore equity outlook 2025

2024-12-06

Probably could make it into my list [Miser]

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2024-12-06

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@pretiming:TSLA: Trend Reversal Potential Rising

2024-12-04

what is your thoughts?

Palantir: Long Way Down

2024-11-27

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2024-11-22

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How Elon Musk Became a Kingmaker

2024-11-19

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Crypto Daily｜Bitcoin ETF Options Trading Will Start Tuesday; Bakkt Stocks Pop 162% on Report Trump Media in Talks to Acquire Crypto Trading Platform

Go to Tiger App to see more news

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The three major U.S. stock indices all closed higher, with the Nasdaq <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> up 0.64%, the S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> gaining 0.88%, and the Dow Jones <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> climbing 1.24%. How","listText":"💰The era of Trump 2.0 kicks in with a broad rally.💹With lower PB, <a href=\"https://ttm.financial/S/U10.SI\">$UOB Kay Hian(U10.SI)$</a> , <a href=\"https://ttm.financial/S/S35.SI\">$Sing Inv &amp; Fin(S35.SI)$</a> , and <a href=\"https://ttm.financial/S/S41.SI\">$Hong Leong Fin(S41.SI)$</a> are good choices for steady returns. 📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn the first trading day of the new Trump 2.0 era, the market saw widespread gains. The three major U.S. stock indices all closed higher, with the Nasdaq <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> up 0.64%, the S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> gaining 0.88%, and the Dow Jones <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> climbing 1.24%. How","text":"💰The era of Trump 2.0 kicks in with a broad rally.💹With lower PB, $UOB Kay Hian(U10.SI)$ , $Sing Inv & Fin(S35.SI)$ , and $Hong Leong Fin(S41.SI)$ are good choices for steady returns. 📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn the first trading day of the new Trump 2.0 era, the market saw widespread gains. The three major U.S. stock indices all closed higher, with the Nasdaq $.IXIC(.IXIC)$ up 0.64%, the S&P 500 $.SPX(.SPX)$ gaining 0.88%, and the Dow Jones $.DJI(.DJI)$ climbing 1.24%. How","images":[{"img":"https://community-static.tradeup.com/news/7561569dc0070a804586dc9149acdefb"},{"img":"https://community-static.tradeup.com/news/91f346bc53026bc3d6393a8a388bdb5e"},{"img":"https://community-static.tradeup.com/news/75bceb5e43e4776f8471bfced97b9213"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395295645282680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395249155817560,"gmtCreate":1737506557419,"gmtModify":1737506559690,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395249155817560","repostId":"395146471116832","repostType":1,"repost":{"id":395146471116832,"gmtCreate":1737502583038,"gmtModify":1737502800215,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120987054613802","authorIdStr":"4120987054613802"},"themes":[],"title":"High growth companies normally have high multiples","htmlText":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -&gt; 20.FYI, I use FCF yield - not P/E. <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> <a href=\"https://ttm.financial/S/DJAN\">$FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$</a> ImageTwo things you can do to become a better investor: 1. Limit th","listText":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -&gt; 20.FYI, I use FCF yield - not P/E. <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> <a href=\"https://ttm.financial/S/DJAN\">$FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$</a> ImageTwo things you can do to become a better investor: 1. Limit th","text":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -> 20.FYI, I use FCF yield - not P/E. $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $.IXIC(.IXIC)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $.DJI(.DJI)$ $FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$ ImageTwo things you can do to become a better investor: 1. Limit th","images":[{"img":"https://community-static.tradeup.com/news/6f647de0b22c4a00b2f0efd6a9a4c7c3","width":"611","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395146471116832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393075661701248,"gmtCreate":1736990108582,"gmtModify":1736990110270,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393075661701248","repostId":"393050783469600","repostType":1,"repost":{"id":393050783469600,"gmtCreate":1736983680901,"gmtModify":1736983801063,"author":{"id":"4119585774197632","authorId":"4119585774197632","name":"Callum_Thomas","avatar":"https://community-static.tradeup.com/news/330631c73153df9dd9d6476ce73081b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585774197632","authorIdStr":"4119585774197632"},"themes":[],"title":"The What/Why/How of Valuations…","htmlText":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","listText":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","text":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","images":[{"img":"https://community-static.tradeup.com/news/1cdcade107ea4a99db2bb865e9427a27","width":"680","height":"508"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393050783469600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392998944731448,"gmtCreate":1736990092319,"gmtModify":1736990095859,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392998944731448","repostId":"393054742765656","repostType":1,"repost":{"id":393054742765656,"gmtCreate":1736984740311,"gmtModify":1736992492311,"author":{"id":"10000000000010920","authorId":"10000000000010920","name":"SmartReversals","avatar":"https://community-static.tradeup.com/news/079995488356aff47d9fe17aa3389ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010920","authorIdStr":"10000000000010920"},"themes":[],"title":"Common mistakes in investment","htmlText":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","listText":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","text":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393054742765656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391084076626120,"gmtCreate":1736485476544,"gmtModify":1736485478476,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391084076626120","repostId":"1194761524","repostType":2,"repost":{"id":"1194761524","kind":"news","pubTimestamp":1736481755,"share":"https://ttm.financial/m/news/1194761524?lang=&edition=fundamental","pubTime":"2025-01-10 12:02","market":"us","language":"en","title":"Palantir Stock: Remains Attractive For Those Looking To Invest For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1194761524","media":"Seeking Alpha","summary":"SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong governme","content":"<html><head></head><body><h2 id=\"id_3831534154\">Summary</h2><ul style=\"\"><li><p>Despite Palantir Technologies stock&#39;s volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.</p></li><li><p>Palantir&#39;s strong government and military contracts, particularly with the U.S. Army and AI initiatives, highlight its competitive advantages and growth prospects.</p></li><li><p>I expect Palantir&#39;s EPS to exceed $1 by 2026, driven by rising profit margins and revenue growth between 20% and 30% annually.</p></li><li><p>The biggest risk is share dilution; however, PLTR&#39;s unique position and exceptional AI capabilities make it a compelling long-term investment.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><h2 id=\"id_3150272106\">Investment Thesis On Palantir</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/440ae6662d61a20db8f4be68f77983a5\" alt=\"Seeking Alpha Rating History\" title=\"Seeking Alpha Rating History\" tg-width=\"352\" tg-height=\"530\"/><span>Seeking Alpha Rating History</span></p><p>The chart above shows the rating history since I first gave Palantir Technologies Inc. a Buy rating. And that was at a time when there were plenty of sell articles because Palantir was out of favor with investors. The consensus at the time was that the company was wildly overvalued, stock-based compensation (“SBC”) costs were far too high, and Palantir was pure hype.</p><p>Strangely enough, this sentiment changed after Palantir&#39;s strong run-up, and suddenly Palantir was hyped and there were many articles with buy recommendations. Unfortunately, only after the strong price increase. Recently and weeks, however, sentiment has shifted again, as the number of sell articles has once again far outnumbered the number of buy or hold articles.</p><p>And I can thoroughly understand anybody who made a killing on Palantir and wants to lock in their profits by selling because Palantir is a very volatile stock. At the same time, I believe that Palantir is far from reaching its full potential and that Palantir remains a buy for the long term. In 10 years, I think Palantir will be much bigger than it is today. I therefore maintain my buy recommendation, as I am investing for the long-term and short-term setbacks, which are highly probable, will not deter me from believing in long-term success.</p><h2 id=\"id_2655752067\">Palantir&#39;s Contracts</h2><p>Palantir&#39;s new contracts often receive a great deal of attention from the media. In December, for example, it was announced that the U.S. Army, which has been working with Palantir since 2018, had extended the partnership with a $600 million contract for four years. And for me, the fact that the world&#39;s best-equipped army has relied on Palantir for nearly 7 years is a testament to the quality of Palantir&#39;s work. Also in December, Palantir was announced as the lead software integrator for USSOCOM&#39;s Mission Command System.</p><p>Most importantly, on December 6, Palantir and Anduril announced a partnership to ensure the U.S. government is a leader in AI. In fact, this partnership has the plan to ensure that all government data collected can also be used to work with. If it works, which I expect it will, there will be a huge leap in efficiency and understanding of how the real world works. Only Palantir, in my opinion, can ensure that this highly confidential data is handled with the utmost care while delivering excellent results. This is one of the biggest competitive advantages that exists today.</p><p>And since it seems to me that military spending will increase rather than decrease in the future, Palantir should benefit. Especially since they have a unique position in that many governments and agencies work with them.</p><h2 id=\"id_1672647820\">What Does The Future Hold For PLTR?</h2><p>Whether Palantir underperforms the index this year is not relevant to me because I think in 5-year intervals. However, for people who have a more short-term investment style, the risk of short-term underperformance is obviously high. After such a strong rise in 2024, it will be difficult to continue it. After all, it is often the case that what goes up fast tends to come down fast as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33c19c7b4ad7c1e7568f49a3987494c3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Since Palantir hasn&#39;t been public long, there isn&#39;t much of a comparable period, but it&#39;s clear that the forward P/E ratio is lower than it was in early 2022. But right now, Palantir&#39;s multiple of 142x is slightly higher than the 121x average for the period. However, I strongly suspect that the forward P/E will soon fall back below 100x as sales increase.</p><p>The low of 25x in January 2023 was incredibly undervalued, and anyone who bought it was rightly rewarded with a fantastic return. But in retrospect, it always looks easy, and the fewest really bought it at that point because you could read negative things about Palantir almost everywhere. The emotional part was very difficult.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eeb7353fe43c51595086eb9d87cf9b2d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>What I do not like currently, or what I do not find appropriate, is that the P/S multiple is often mentioned. Of course, it is very high, but Palantir is a company that generates real earnings, so why should you use the P/S multiple? That makes no sense to me. I think an analysis of earnings or cash flows is much more appropriate, and then also with a view to the future. Because what matters is where the cash flows will be in 5 years. Because if the cash flows in 5 years are significantly higher, even companies with exorbitant multiples can be undervalued.</p><p>Amazon (AMZN), Tesla (TSLA), Microsoft (MSFT), and many others were undervalued despite their high multiples because they simply had huge competitive advantages and were beating almost all estimates. And I think that also will be the case with Palantir because I see them in an extraordinary position. In order not to repeat too much of my old articles here, I recommend reading my two older articles if you are interested. But in short, Palantir has enormous barriers to entry through its customer relationships, security clearances, and the cost of switching is enormous because Palantir has become the heart of many operations. They also have a huge head start in terms of knowledge and insight that their competitors do not have.</p><h2 id=\"id_3528111710\">EPS Estimates</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d25b3c8bda303eb5542942c48ace5295\" alt=\"Seeking Alpha Earnings Estimates\" title=\"Seeking Alpha Earnings Estimates\" tg-width=\"640\" tg-height=\"152\"/><span>Seeking Alpha Earnings Estimates</span></p><p>In contrast to my last article, the estimates have been raised. They are now at $0.38 for FY24 and $0.48 for FY25, up from $0.36 and $0.43. In addition, analyst estimates are starting to emerge for FY26 and beyond, and the current expectation is that EPS will exceed $1 for the first time in 2029. I think it will happen much sooner, and the market is still too pessimistic here.</p><p>I continue to believe that the $1 mark will be broken in 2026, possibly as early as 2025. And a nearly 60x 2026 P/E multiple for the best AI defense company seems reasonable to me. Unfortunately, quality comes at a price. And if Palantir were to hit $2 EPS by the end of FY29, a 60x multiple would be enough to double the stock and generate a near 15% annual return.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0eeba17e7826d20d7d9dde3b5ef639b0\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>As you can see, Palantir&#39;s profit margin is trending up, and when we combine that with revenue that is likely to grow between 20% and 30% per year, EPS is going to grow rapidly over the coming years. I believe that the profit margin will continue to rise until 2029 and then will be more in the range of 35%+ and I also believe that the revenues will be above $10 billion per year. These are ambitious goals, but for Palantir to succeed, they must be achieved. Because to reach $2 EPS in 2029, Palantir would need to generate $4 billion in profits, as there are nearly 2 billion shares outstanding.</p><p>But with the competitive advantages and some of the best AI minds in the world, I believe Palantir can do it.</p><h2 id=\"id_3074549260\">Risks</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d04ecc65a19de82adbad358843f1d8f5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>The biggest risk to my thesis is that Palantir continues to issue too many shares and does not start buying back shares on a larger scale in the near future. The more shares in circulation, the more profit the company needs to generate to reach $2 earnings per share in 2029. Ideally, shares outstanding will be pushed below 2 billion as FCF is used to reward shareholders.</p><h2 id=\"id_3883593475\">ARK Shed $15m In Shares</h2><p>The news that the ARK Innovation ETF (ARKF) has sold $15 million worth of shares of Palantir stock may have caused a bit of a sell-off in the stock. But I don&#39;t think you should read too much into it, especially considering when ARK sold most of its Nvidia (NVDA) shares. And secondly, $15 million is also minimal when you look at the amount of assets that ARK manages and the fact that the position still exists. They are just taking some profits, which is understandable after such a fantastic run in 2024.</p><p>Furthermore, I find that ARK has a good understanding of identifying future winners, but unfortunately, they have sold these partly too early. It is not without reason that one says that one should let his winners run because one is enough to compensate for all losses.</p><h2 id=\"id_2037474898\">Conclusion</h2><p>That companies like Alphabet (GOOG), Microsoft, or Apple (AAPL) could sustain annual growth rates exceeding 20% was often thought to be impossible, but they have done it. And I think Palantir is a company that belongs in that group and can deliver extraordinary growth rates over time. This means that I think the market still underestimates how much and how long Palantir can grow, which is why I think the company remains attractive for long-term investors. Over 5 to 10 years, earnings growth matters more than the entry multiple.</p><p>The multiple is high right now, but the earnings growth will more than makeup for it. And if Palantir does fall, it will give long-term investors a chance to get into the stock cheaper or buy more. So to put my money where my mouth is, I, personally, bought some more Palantir stock.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Remains Attractive For Those Looking To Invest For The Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Remains Attractive For Those Looking To Invest For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4748568-palantir-stock-remains-attractive-invest-long-term><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4748568-palantir-stock-remains-attractive-invest-long-term\">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/4748568-palantir-stock-remains-attractive-invest-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194761524","content_text":"SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong government and military contracts, particularly with the U.S. Army and AI initiatives, highlight its competitive advantages and growth prospects.I expect Palantir's EPS to exceed $1 by 2026, driven by rising profit margins and revenue growth between 20% and 30% annually.The biggest risk is share dilution; however, PLTR's unique position and exceptional AI capabilities make it a compelling long-term investment.Palantir TechnologiesInvestment Thesis On PalantirSeeking Alpha Rating HistoryThe chart above shows the rating history since I first gave Palantir Technologies Inc. a Buy rating. And that was at a time when there were plenty of sell articles because Palantir was out of favor with investors. The consensus at the time was that the company was wildly overvalued, stock-based compensation (“SBC”) costs were far too high, and Palantir was pure hype.Strangely enough, this sentiment changed after Palantir's strong run-up, and suddenly Palantir was hyped and there were many articles with buy recommendations. Unfortunately, only after the strong price increase. Recently and weeks, however, sentiment has shifted again, as the number of sell articles has once again far outnumbered the number of buy or hold articles.And I can thoroughly understand anybody who made a killing on Palantir and wants to lock in their profits by selling because Palantir is a very volatile stock. At the same time, I believe that Palantir is far from reaching its full potential and that Palantir remains a buy for the long term. In 10 years, I think Palantir will be much bigger than it is today. I therefore maintain my buy recommendation, as I am investing for the long-term and short-term setbacks, which are highly probable, will not deter me from believing in long-term success.Palantir's ContractsPalantir's new contracts often receive a great deal of attention from the media. In December, for example, it was announced that the U.S. Army, which has been working with Palantir since 2018, had extended the partnership with a $600 million contract for four years. And for me, the fact that the world's best-equipped army has relied on Palantir for nearly 7 years is a testament to the quality of Palantir's work. Also in December, Palantir was announced as the lead software integrator for USSOCOM's Mission Command System.Most importantly, on December 6, Palantir and Anduril announced a partnership to ensure the U.S. government is a leader in AI. In fact, this partnership has the plan to ensure that all government data collected can also be used to work with. If it works, which I expect it will, there will be a huge leap in efficiency and understanding of how the real world works. Only Palantir, in my opinion, can ensure that this highly confidential data is handled with the utmost care while delivering excellent results. This is one of the biggest competitive advantages that exists today.And since it seems to me that military spending will increase rather than decrease in the future, Palantir should benefit. Especially since they have a unique position in that many governments and agencies work with them.What Does The Future Hold For PLTR?Whether Palantir underperforms the index this year is not relevant to me because I think in 5-year intervals. However, for people who have a more short-term investment style, the risk of short-term underperformance is obviously high. After such a strong rise in 2024, it will be difficult to continue it. After all, it is often the case that what goes up fast tends to come down fast as well.Data by YChartsSince Palantir hasn't been public long, there isn't much of a comparable period, but it's clear that the forward P/E ratio is lower than it was in early 2022. But right now, Palantir's multiple of 142x is slightly higher than the 121x average for the period. However, I strongly suspect that the forward P/E will soon fall back below 100x as sales increase.The low of 25x in January 2023 was incredibly undervalued, and anyone who bought it was rightly rewarded with a fantastic return. But in retrospect, it always looks easy, and the fewest really bought it at that point because you could read negative things about Palantir almost everywhere. The emotional part was very difficult.Data by YChartsWhat I do not like currently, or what I do not find appropriate, is that the P/S multiple is often mentioned. Of course, it is very high, but Palantir is a company that generates real earnings, so why should you use the P/S multiple? That makes no sense to me. I think an analysis of earnings or cash flows is much more appropriate, and then also with a view to the future. Because what matters is where the cash flows will be in 5 years. Because if the cash flows in 5 years are significantly higher, even companies with exorbitant multiples can be undervalued.Amazon (AMZN), Tesla (TSLA), Microsoft (MSFT), and many others were undervalued despite their high multiples because they simply had huge competitive advantages and were beating almost all estimates. And I think that also will be the case with Palantir because I see them in an extraordinary position. In order not to repeat too much of my old articles here, I recommend reading my two older articles if you are interested. But in short, Palantir has enormous barriers to entry through its customer relationships, security clearances, and the cost of switching is enormous because Palantir has become the heart of many operations. They also have a huge head start in terms of knowledge and insight that their competitors do not have.EPS EstimatesSeeking Alpha Earnings EstimatesIn contrast to my last article, the estimates have been raised. They are now at $0.38 for FY24 and $0.48 for FY25, up from $0.36 and $0.43. In addition, analyst estimates are starting to emerge for FY26 and beyond, and the current expectation is that EPS will exceed $1 for the first time in 2029. I think it will happen much sooner, and the market is still too pessimistic here.I continue to believe that the $1 mark will be broken in 2026, possibly as early as 2025. And a nearly 60x 2026 P/E multiple for the best AI defense company seems reasonable to me. Unfortunately, quality comes at a price. And if Palantir were to hit $2 EPS by the end of FY29, a 60x multiple would be enough to double the stock and generate a near 15% annual return.Data by YChartsAs you can see, Palantir's profit margin is trending up, and when we combine that with revenue that is likely to grow between 20% and 30% per year, EPS is going to grow rapidly over the coming years. I believe that the profit margin will continue to rise until 2029 and then will be more in the range of 35%+ and I also believe that the revenues will be above $10 billion per year. These are ambitious goals, but for Palantir to succeed, they must be achieved. Because to reach $2 EPS in 2029, Palantir would need to generate $4 billion in profits, as there are nearly 2 billion shares outstanding.But with the competitive advantages and some of the best AI minds in the world, I believe Palantir can do it.RisksData by YChartsThe biggest risk to my thesis is that Palantir continues to issue too many shares and does not start buying back shares on a larger scale in the near future. The more shares in circulation, the more profit the company needs to generate to reach $2 earnings per share in 2029. Ideally, shares outstanding will be pushed below 2 billion as FCF is used to reward shareholders.ARK Shed $15m In SharesThe news that the ARK Innovation ETF (ARKF) has sold $15 million worth of shares of Palantir stock may have caused a bit of a sell-off in the stock. But I don't think you should read too much into it, especially considering when ARK sold most of its Nvidia (NVDA) shares. And secondly, $15 million is also minimal when you look at the amount of assets that ARK manages and the fact that the position still exists. They are just taking some profits, which is understandable after such a fantastic run in 2024.Furthermore, I find that ARK has a good understanding of identifying future winners, but unfortunately, they have sold these partly too early. It is not without reason that one says that one should let his winners run because one is enough to compensate for all losses.ConclusionThat companies like Alphabet (GOOG), Microsoft, or Apple (AAPL) could sustain annual growth rates exceeding 20% was often thought to be impossible, but they have done it. And I think Palantir is a company that belongs in that group and can deliver extraordinary growth rates over time. This means that I think the market still underestimates how much and how long Palantir can grow, which is why I think the company remains attractive for long-term investors. Over 5 to 10 years, earnings growth matters more than the entry multiple.The multiple is high right now, but the earnings growth will more than makeup for it. And if Palantir does fall, it will give long-term investors a chance to get into the stock cheaper or buy more. So to put my money where my mouth is, I, personally, bought some more Palantir stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389810135802000,"gmtCreate":1736176107765,"gmtModify":1736176111054,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389810135802000","repostId":"385400361177192","repostType":1,"repost":{"id":385400361177192,"gmtCreate":1735101635102,"gmtModify":1735883973230,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104455119105420","authorIdStr":"4104455119105420"},"themes":[],"title":"Shaping the future：2025 outlook for key assets","htmlText":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&amp;P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&amp;P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","listText":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&amp;P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&amp;P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","text":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","images":[{"img":"https://community-static.tradeup.com/news/28d46dbfb6bd96d689a0db859f37b0de"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385400361177192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388413411729944,"gmtCreate":1735870035403,"gmtModify":1735870039233,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"To be honest, I tried to avoid their service as they lost my parcel a few times.&nbsp;[Glance]&nbsp;&nbsp;","listText":"To be honest, I tried to avoid their service as they lost my parcel a few times.&nbsp;[Glance]&nbsp;&nbsp;","text":"To be honest, I tried to avoid their service as they lost my parcel a few times. [Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388413411729944","repostId":"387180100923496","repostType":1,"repost":{"id":387180100923496,"gmtCreate":1735556693512,"gmtModify":1735578601999,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"Have You Ever Felt Frustrated With SingPost's Services?","htmlText":"On December 22, <a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$</a> issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","listText":"On December 22, <a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$</a> issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","text":"On December 22, $SingPost(S08.SI)$ issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","images":[{"img":"https://community-static.tradeup.com/news/bfc0da729d791051a0aadfaa5e0d288d"},{"img":"https://community-static.tradeup.com/news/e397587203a5e83aa8d83f7677bc43b9"},{"img":"https://community-static.tradeup.com/news/f17711eb73f95b1ace33802c36368347"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387180100923496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388128079794408,"gmtCreate":1735799335558,"gmtModify":1735894118996,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Always having confidence in #Palantir, I hold their shares since 2021 till date.&nbsp;[ShakeHands]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","listText":"Always having confidence in #Palantir, I hold their shares since 2021 till date.&nbsp;[ShakeHands]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","text":"Always having confidence in #Palantir, I hold their shares since 2021 till date. [ShakeHands] $Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/cb2c7e6e7a776c8be91e6a6cdabf3357","width":"1082","height":"2191"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":74,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/388128079794408","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195362055063892","authorId":"4195362055063892","name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","crmLevel":1,"crmLevelSwitch":0,"idStr":"4195362055063892","authorIdStr":"4195362055063892"},"content":"nice gain my friend","text":"nice gain my friend","html":"nice gain my friend"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":387875019882840,"gmtCreate":1735737559511,"gmtModify":1735737564087,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","listText":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","text":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","images":[{"img":"https://community-static.tradeup.com/news/316769d6110f581f551c2086e3d69ce1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387875019882840","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383505908285920,"gmtCreate":1734670689635,"gmtModify":1734673337240,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383505908285920","repostId":"383423152620072","repostType":1,"repost":{"id":383423152620072,"gmtCreate":1734650489798,"gmtModify":1734678002992,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Is OCBC The Most Undervalued of the 3 Singapore Banks? ","htmlText":"🌟🌟🌟OCBC&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing.&nbsp; &nbsp; This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023.&nbsp; &nbsp; It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion.&nbsp; &nbsp;This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion.&nbsp; Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","listText":"🌟🌟🌟OCBC&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing.&nbsp; &nbsp; This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023.&nbsp; &nbsp; It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion.&nbsp; &nbsp;This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion.&nbsp; Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","text":"🌟🌟🌟OCBC $ocbc bank(O39.SI)$ has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing. This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023. It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion. This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion. Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","images":[{"img":"https://community-static.tradeup.com/news/314fff3cb9ff42011037bd5cb1658311","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/e2e180702b7bc61bfcc55b2d7b740f2b","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/d53ea8e2bcc9c2c8d733bc8c05f5f914","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383423152620072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382957948883080,"gmtCreate":1734524023919,"gmtModify":1734524027467,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382957948883080","repostId":"370235343245368","repostType":1,"repost":{"id":370235343245368,"gmtCreate":1731392448108,"gmtModify":1731400953275,"author":{"id":"4116373681054822","authorId":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/9bd699f5d546c0ea0e27e7160414a81a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116373681054822","authorIdStr":"4116373681054822"},"themes":[],"title":"DBS vs OCBC vs UOB: Which SG Bank is YOUR Best Investment Bet? 🏦 |  🦖 #TheInvestingIguana EP592","htmlText":"\n \n \n  🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst\n \n","listText":"🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst","text":"🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst","images":[{"img":"https://community-static.tradeup.com/news/18d9ff53a0a2913d8d62801ec4b39959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370235343245368","isVote":1,"tweetType":2,"object":{"id":"8acce7dd01c74fa8bcc22cef353b3e0b","tweetId":"370235343245368","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/7096ec911397757891058215383/L2DyAWBFfn4A.mp4","poster":"https://community-static.tradeup.com/news/18d9ff53a0a2913d8d62801ec4b39959"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382939973496944,"gmtCreate":1734519558547,"gmtModify":1734519561979,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382939973496944","repostId":"381396134260752","repostType":1,"repost":{"id":381396134260752,"gmtCreate":1734145702906,"gmtModify":1734491465384,"author":{"id":"4167408798559472","authorId":"4167408798559472","name":"ZhukovHatesPepsi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167408798559472","authorIdStr":"4167408798559472"},"themes":[],"title":"Investment Vs Speculation","htmlText":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","listText":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","text":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","images":[{"img":"https://community-static.tradeup.com/news/ecd7469af5b71697da39a90d43ae8cf6","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381396134260752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382394248028232,"gmtCreate":1734389290631,"gmtModify":1734389295272,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382394248028232","repostId":"382264667234432","repostType":1,"repost":{"id":382264667234432,"gmtCreate":1734350251854,"gmtModify":1734353407160,"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://static.tigerbbs.com/cfe7691e5de91fdc66dd91dd80b1207c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100909900193040","authorIdStr":"4100909900193040"},"themes":[],"title":"Why do Institutions Keep Buying $PLTR? Most Recent Quotes from CEO Alex Karp","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","text":"$Palantir Technologies Inc.(PLTR)$ Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","images":[{"img":"https://community-static.tradeup.com/news/798577de7ab419c16799fefc96730040","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/e86ae25602ed2df72bfdd6c6739da34d","width":"585","height":"354"},{"img":"https://community-static.tradeup.com/news/413e4decae5e261a743dff1b93e691c0","width":"2098","height":"1498"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382264667234432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379745007059160,"gmtCreate":1733760672140,"gmtModify":1733760674154,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379745007059160","repostId":"379655166324936","repostType":1,"repost":{"id":379655166324936,"gmtCreate":1733714852633,"gmtModify":1734075513178,"author":{"id":"3583795707168469","authorId":"3583795707168469","name":"Cecilia2828","avatar":"https://static.tigerbbs.com/573a06707e6c24ea9ef25601f08a7f24","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583795707168469","authorIdStr":"3583795707168469"},"themes":[],"title":"Singapore equity outlook 2025","htmlText":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","listText":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","text":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","images":[{"img":"https://community-static.tradeup.com/news/d2861ef1f9c5628c902e98ea6e942f1c","width":"946","height":"414"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379655166324936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378694152040488,"gmtCreate":1733480095575,"gmtModify":1733480099647,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Probably could make it into my list&nbsp;[Miser]&nbsp;&nbsp;","listText":"Probably could make it into my list&nbsp;[Miser]&nbsp;&nbsp;","text":"Probably could make it into my list [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378694152040488","repostId":"1147318586","repostType":2,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378557672976648,"gmtCreate":1733449125415,"gmtModify":1733449127304,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378557672976648","repostId":"378609623875984","repostType":1,"repost":{"id":378609623875984,"gmtCreate":1733443239470,"gmtModify":1733477368086,"author":{"id":"4118987771438342","authorId":"4118987771438342","name":"pretiming","avatar":"https://community-static.tradeup.com/news/1f75b6bd0b761b1685abd21276b814cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118987771438342","authorIdStr":"4118987771438342"},"themes":[],"title":"TSLA: Trend Reversal Potential Rising","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","text":"$Tesla Motors(TSLA)$ Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","images":[{"img":"https://community-static.tradeup.com/news/280bd37bfd3f6b5ef90a19bcccdf2da7","width":"1427","height":"937"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378609623875984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378024448213136,"gmtCreate":1733319158148,"gmtModify":1733319162229,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"what is your thoughts?","listText":"what is your thoughts?","text":"what is your thoughts?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378024448213136","repostId":"1180472314","repostType":2,"repost":{"id":"1180472314","kind":"news","pubTimestamp":1733309230,"share":"https://ttm.financial/m/news/1180472314?lang=&edition=fundamental","pubTime":"2024-12-04 18:47","market":"us","language":"en","title":"Palantir: Long Way Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1180472314","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving","content":"<html><head></head><body><h2 id=\"id_1837729091\">Summary</h2><ul style=\"\"><li><p>Palantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.</p></li><li><p>The company&#39;s fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.</p></li><li><p>Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.</p></li><li><p>Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.</p></li><li><p>I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.</p></li></ul><p>Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dcce018e428282dc5758b501a617931\" alt=\"Finviz Chart\" title=\"Finviz Chart\" tg-width=\"1280\" tg-height=\"440\"/><span>Finviz Chart</span></p><h2 id=\"id_4162667494\">Learn The Value</h2><p>Palantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.</p><p>The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.</p><p>Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.</p><p>An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.</p><p>Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.</p><p><em>Improving Fundamentals</em></p><p>Palantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.</p><p>In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.</p><p>Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bbfadf7244ccb992c1f76b187fad650\" alt=\"Source: Palantir Tech. Q3&#39;24 presentation\" title=\"Source: Palantir Tech. Q3&#39;24 presentation\" tg-width=\"640\" tg-height=\"287\"/><span>Source: Palantir Tech. Q3&#39;24 presentation</span></p><p>The company grew sequential accounts by just 9% in Q3 &#39;24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.</p><p><em>Multiple Expansion</em></p><p>Most investors don&#39;t seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.</p><p>Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.</p><p>Palantir and <strong>Meta Platforms</strong> (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81d8c8388ca54bef84910cee5df38683\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"470\"/><span>Data by YCharts</span></p><p>The equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn&#39;t overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.</p><p>Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn&#39;t provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/712403af993281dc025a5ccade948c67\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Palantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.</p><h3 id=\"id_1203048867\">Dead Money</h3><p>The company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2b42a5a08305251ed687690d2b4525cf\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"141\"/><span>Source: Seeking Alpha</span></p><p><strong>Snowflake</strong> (SNOW),<strong> Salesforce</strong> (CRM), and <strong>CrowdStrike</strong> (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02b13e3a822053f9eb490cac81a32ab8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"504\"/><span>Data by YCharts</span></p><p>Snowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.</p><p>The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.</p><p>If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.</p><h2 id=\"id_1830845348\">Takeaway</h2><p>The key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.</p><p>Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Long Way Down</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: Long Way Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 18:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741896-palantir-long-way-down><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving...</p>\n\n<a href=\"https://seekingalpha.com/article/4741896-palantir-long-way-down\">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/4741896-palantir-long-way-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180472314","content_text":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.Finviz ChartLearn The ValuePalantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.Improving FundamentalsPalantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.Source: Palantir Tech. Q3'24 presentationThe company grew sequential accounts by just 9% in Q3 '24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.Multiple ExpansionMost investors don't seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.Palantir and Meta Platforms (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.Data by YChartsThe equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn't overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn't provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.Data by YChartsPalantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.Dead MoneyThe company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.Source: Seeking AlphaSnowflake (SNOW), Salesforce (CRM), and CrowdStrike (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.Data by YChartsSnowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.TakeawayThe key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375536128286824,"gmtCreate":1732687063758,"gmtModify":1732687067227,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375536128286824","repostId":"373016769499344","repostType":1,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373784563130560,"gmtCreate":1732265449384,"gmtModify":1732265453032,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373784563130560","repostId":"1140615039","repostType":2,"repost":{"id":"1140615039","kind":"news","pubTimestamp":1732232270,"share":"https://ttm.financial/m/news/1140615039?lang=&edition=fundamental","pubTime":"2024-11-22 07:37","market":"us","language":"en","title":"How Elon Musk Became a Kingmaker","url":"https://stock-news.laohu8.com/highlight/detail?id=1140615039","media":"Times","summary":"In that kind of fight, Musk may not have the upper hand. History is strewn with the wreckage of kingmakers who went to war against the leaders they installed. No matter how much wealth or influence Musk collects, the tools of state power will remain with the President, and things will get messy if he decides to use them against the billionaire who helped him return to the White House.In the end, the durability of their partnership may depend on Musk’s motives: What drove him to become a MAGA pro","content":"<html><head></head><body><p>Hang on a minute. Whom did we just elect? The Republican ticket had two names at the top: Donald Trump and J.D. Vance. But parts of this delirious November created the impression that someone else has taken hold of our collective destiny.</p><p style=\"text-align: start;\">We already knew him in various roles—the guy who bought Twitter and fired more than half its staff, the inventor who brought the space program back to life, the carmaker whose new trucks make kids stop and stare on the sidewalk. All of a sudden, Elon Musk had moved into the realm of politics, headlining rallies, steering government appointments, shaping the agenda for the next President of the United States.</p><p style=\"text-align: start;\">For more than three years he’s been one of the world’s richest and most powerful men. Markets soar and tumble on his tweets. Astronauts fly in his spaceships. Armies advance with the signals from his satellites. Conspiracy theories go mainstream through his embrace. But it was only in the spotlight of these elections that the full extent of his influence came into view.</p><p style=\"text-align: start;\">Not since the age of William Randolph Hearst, the newspaper magnate who greased FDR’s ascent nearly a century ago, has a private citizen loomed so large over so many facets of American life at once, pulling the nation’s culture, its media, its economy, and now its politics into the force field of his will. Standing beside him, even Trump can seem almost in awe, less of a boss than a companion to the man for whom this planet and its challenges are not big enough.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90759595797486241a768d983230112b\" alt=\"\" title=\"\" tg-width=\"2363\" tg-height=\"3150\"/></p><p style=\"text-align: start;\">For now they act like partners, bonded through the favors they are trading and their shared desire to disrupt the institutions of government. They may deliver commands with one voice for a while. But their agendas do not align on everything. Both are willful, impulsive, and accustomed to being in charge. What will happen if they start to clash?</p><p style=\"text-align: start;\">In that kind of fight, Musk may not have the upper hand. History is strewn with the wreckage of kingmakers who went to war against the leaders they installed. No matter how much wealth or influence Musk collects, the tools of state power will remain with the President, and things will get messy if he decides to use them against the billionaire who helped him return to the White House.<br/>In the end, the durability of their partnership may depend on Musk’s motives: What drove him to become a MAGA prophet in the first place? If it was money he wanted, then mission accomplished.</p><p style=\"text-align: start;\">The value of his fortune surged by more than $50 billion in the week after the election, peaking at more than $320 billion, as investors went berserk for shares of Tesla. But wealth has never been Musk’s obsession. The way he has bet his fortune on moony passion projects, like putting a greenhouse on Mars, should be proof enough that he dreams differently than the average Klingon aboard Starship Trump.</p><p style=\"text-align: start;\">People close to Musk say his ultimate goal has not changed since he launched SpaceX, his rocket company, in 2002. (Among its investors are Marc and Lynne Benioff, the owners of TIME.) For more than two decades, Musk’s white whale has been the red planet. It’s written right there on his favorite T-shirt: OCCUPY MARS. “Everything goes to that mission,” says a member of Musk’s social circle who recently talked to him about his plans. “He’s just realizing that being in control, directly or indirectly, of U.S. government budgets, is going to put us on Mars in his lifetime. Doing it privately would be slower.”</p><p style=\"text-align: start;\">That does not mean U.S. taxpayers would foot the bill for Musk’s dream of interplanetary travel. But the public does tend to pay a price when eccentric visionaries take the reins of government. Millions of Americans, from retired factory workers to debt-laden graduates and newborn children, benefit from the social programs that Musk has promised to slash. Though he fires off multiple tweets a day to his 205 million followers, Musk has declined to answer questions from reporters, including this one, since he became consigliere to the President-elect. He has not explained his reported contacts with American adversaries, from China and Russia to Iran. Nor has he addressed the conflicts of interest that arise from playing a key role in a government whose regulators investigate his businesses.</p><p style=\"text-align: start;\">So far, Trump seems happy to play along. In the middle of his victory speech on Nov. 6, he spent four minutes praising Musk, the “super genius” who helped run his ground game in Pennsylvania, reportedly paying canvassers to knock on 11 million doors and hiring vans to bring Amish people to the polls. “We have a new star,” Trump crowed from the stage in Florida. “A star is born—Elon!” Only later, roughly 19 minutes into his speech, did the President-elect turn back to his teleprompter and remember to thank his voters.</p><p style=\"text-align: start;\"><strong>What Musk meant</strong> to the Trump campaign went far beyond the $120 million he pumped in, the field program he established, or the social-media boost he provided. To many of the young men who flocked to Trump in record numbers, Musk was an ideal avatar. He injected a sense of ingenuity and possibility into a familiar nostalgia act. If Trump thrills supporters by pledging to destroy corrupt institutions, Musk represents the promise of building new things and solving hard problems. Trump did not seem so old at his rallies with this <em>Diablo</em>-playing edgelord bouncing around beside him. And it became harder for Trump’s opponents to paint his team as a gaggle of halfwits when the greatest innovator of our time, with a record of delivering on outlandish plans, was pledging to slash spending by $2 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00039ca1b68466a9a813043e5c9a73aa\" alt=\"Elon Musk, the worldÕs wealthiest man, attends an America First Policy Institute gala at Mar-a-Lago, President-elect Donald TrumpÕs residence and private club in Palm Beach, Fla., Nov. 14, 2024. (Haiyun Jiang/The New York Times)\" title=\"Elon Musk, the worldÕs wealthiest man, attends an America First Policy Institute gala at Mar-a-Lago, President-elect Donald TrumpÕs residence and private club in Palm Beach, Fla., Nov. 14, 2024. (Haiyun Jiang/The New York Times)\" tg-width=\"2400\" tg-height=\"1600\"/><span>Elon Musk, the worldÕs wealthiest man, attends an America First Policy Institute gala at Mar-a-Lago, President-elect Donald TrumpÕs residence and private club in Palm Beach, Fla., Nov. 14, 2024. (Haiyun Jiang/The New York Times)</span></p><p>Elon Musk attends an America First Policy Institute gala at Mar-a-Lago, Nov. 14, 2024. Haiyun Jiang—The New York Times/Redux</p><p style=\"text-align: start;\">No matter how often the Democrats reminded us that Trump’s fortune grew out of inherited wealth, multiple bankruptcies, and decades of corporate shenanigans, they could not deny Musk’s achievements as a businessman. Even Senator Bernie Sanders, scourge of the billionaire class, hedged his criticism in a recent podcast: “Elon Musk is a very, very aggressive and capable businessperson, very impressive with what he’s accomplished. He says, I could do more in a week than the government can do in, you know, five years, and in some ways he’s right.”</p><p style=\"text-align: start;\">At a time when faith in government has cratered, that’s all many voters want to see—a capable outsider, ruthless and independent, who knows how to take a gargantuan machine and make it leaner, faster, and more productive. Musk’s promise to do that with the American bureaucracy has already created momentum and cover for cutting costs on a scale that Washington has not seen in many years. That agenda did not get far during Trump’s first presidential term. Millions of people depend on government jobs, and on the protections that regulators provide from predatory businesses, like those that gave us opioid abuse and cigarettes as a cure for asthma. But small-government Republicans will be eager to follow Musk into ugly budget battles over federal waste and bloated entitlements. Many Americans will be rooting for them.</p><p style=\"text-align: start;\">On the campaign trail, the most convincing argument Musk offered was not on Joe Rogan’s show or onstage at Trump’s rallies. It was on the launch pad in Boca Chica, Texas, where Musk’s aerospace company dazzled the world by catching a returning rocket with a pair of robotic arms. If the man who did this supports Trump with such fervor, couldn’t Trump accomplish even some of what he promised?</p><p style=\"text-align: start;\">A lot of voters seem to think so, especially the young men Musk targeted for Trump with his bravado. “The biggest factor here is that men need to vote,” Musk told Rogan on the eve of the election. The next day, when 60% of white men turned out for Trump, Musk tweeted: “The cavalry has arrived.” But his appeal reached well beyond the manosphere. It also moved a swath of voters who were put off by Trump’s character but excited by his policies. TV pundits said these people needed a “permission structure”; Musk provided just that to suburban women like Betsy Stecz. As she stood in line for his October rally in Lancaster, Pa., Stecz described a sense of relief: “You have people finally feeling like, OK, I can hold my head up and say: I’m not ashamed to vote for Donald Trump.” The reason, in her view, was Musk.</p><p style=\"text-align: start;\"><strong>Given his role</strong> in the victory, Musk may have expected some reward. But his perch in Trump’s transition has reportedly unnerved some members of their entourage. For much of November, Musk camped out at Mar-a-Lago, weighing in on Cabinet picks and advising Trump on policy priorities. He went golfing with the President-elect, sat ringside with him at an Ultimate Fighting Championship event and took pictures with the Trump family; one grandkid raved on social media that Musk had attained “uncle status.” Musk coined a different term for his position: “First Buddy.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82f7f7347597d731f4d0d66c10bc3659\" alt=\"TOPSHOT-MMA-UFC-HEAVYWEIGHT-USA-JONES-MIOCIC\" title=\"TOPSHOT-MMA-UFC-HEAVYWEIGHT-USA-JONES-MIOCIC\" tg-width=\"2400\" tg-height=\"1601\"/><span>TOPSHOT-MMA-UFC-HEAVYWEIGHT-USA-JONES-MIOCIC</span></p><p>U.S. President-elect Donald Trump, Tesla and SpaceX CEO Elon Musk and Donald Trump Jr. (R) watch a fight during UFC 309 at Madison Square Garden in New York, on Nov. 16, 2024.Kena Betancur—AFP/Getty Images</p><p style=\"text-align: start;\">Even that was an understatement. The leaders of Turkey and Ukraine had Musk listening in on their calls with Trump. An envoy from Iran, which stands accused of trying to assassinate Trump, reportedly met with Musk to talk about defusing tensions. (Iran’s Foreign Ministry has denied the meeting.) When House Republicans invited Trump to a closed-door session on Capitol Hill, Musk tagged along, the window of his car in Trump’s motorcade labeled GUEST 1.</p><p style=\"text-align: start;\">By that point, Trump had appointed him to lead a new entity called the Department of Government Efficiency. Its acronym, DOGE, was a nod to the canine-themed cryptocurrency Musk has promoted as a kind of joke. But its mandate was serious. Trump claimed it would “dismantle” the federal bureaucracy and “restructure” its agencies. “This will send shock waves through the system,” Musk said.</p><p style=\"text-align: start;\">It could also give Musk influence over the many agencies that regulate his work. A few weeks before Election Day, the National Highway Traffic Safety Administration announced it is investigating Tesla’s self-driving vehicles after reported crashes. In June, regulators in California ordered Tesla to “correct ongoing air quality violations” at its Fremont plant. Tesla has said its cars are safe and its facilities comply with environmental standards. SpaceX has also had run-ins with the Federal Aviation Administration, which Musk threatened to sue for overreach in September. A review by the New York <em>Times</em> found that his companies are facing at least 20 regulatory battles and investigations from “all corners of the government.” Musk and multiple representatives declined to comment or to respond to TIME’s questions for this article, including about potential conflicts of interest.</p><p style=\"text-align: start;\">He has yet to explain what principles would guide his purge of the bureaucracy. The co-director of DOGE, Vivek Ramaswamy, ran on a pro-business, libertarian platform in the last Republican primary. Musk’s politics, by comparison, are harder to pin down. This summer he referred to himself as “historically, a moderate Democrat.” He has called climate change the defining challenge of our age. When Barack Obama ran for President in 2008, Musk stood in line for six hours to shake his hand.</p><p style=\"text-align: start;\">His relationship with Trump has often been rocky. Their views on tariffs are far apart, and Musk lasted less than six months as an adviser to the White House in 2017 before quitting in protest over Trump’s climate policies. Five years later, Musk said it was time for Trump to “sail into the sunset,” eliciting a furious response. “Elon should focus on getting himself out of the Twitter mess,” Trump said, “because he could owe $44 billion for something that’s perhaps worthless.”</p><p style=\"text-align: start;\"><strong>Trump had a</strong> point. Musk’s purchase of Twitter made little evident business sense. He paid at least double the company’s value in 2022, then spent weeks dynamiting its revenue streams and cashiering its talent. The company’s head count, he has said, fell from 8,000 to around 1,500 under his leadership. Some of his posts on the platform, which he rebranded as X, came off as spasms of corporate self-harm. One referred to an antisemitic theory as the “actual truth.” (He later apologized.) Another shared a conspiracy theory about the hammer attack that put House Speaker Nancy Pelosi’s husband in the hospital with a fractured skull. Dozens of companies, including Microsoft and Coca-Cola, pulled their ads from the platform in response. “Don’t advertise,” he told them last fall from the stage of a conference. “If somebody is going to try to blackmail me with advertising, blackmail me with money, go f-ck yourself. Go. F-ck. Yourself. Is that clear?” The investment firm Fidelity assessed in October that X had lost nearly 80% of its value in the past two years.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a10c9a0bcdbe98f35112c670c922142\" alt=\"Clockwise from top left: Photograph by Mark Seliger for TIME, Photograph by Mark Mahaney for TIME, Illustration by Nigel Buchanan for TIME, Illustration by Tim O’Brien for TIME\" title=\"Clockwise from top left: Photograph by Mark Seliger for TIME, Photograph by Mark Mahaney for TIME, Illustration by Nigel Buchanan for TIME, Illustration by Tim O’Brien for TIME\" tg-width=\"1900\" tg-height=\"2500\"/><span>Clockwise from top left: Photograph by Mark Seliger for TIME, Photograph by Mark Mahaney for TIME, Illustration by Nigel Buchanan for TIME, Illustration by Tim O’Brien for TIME</span></p><p style=\"text-align: start;\">Musk didn’t seem to care. Even without most of its workforce, the platform continued to function, routinely topping the list of the most-downloaded news apps in the Apple app store. Major advertisers have returned. For some observers, all this has been reason enough to applaud Musk’s takeover as a master class in corporate efficiency. “What Elon did with Twitter is he got inside, cleaned house, and now it’s working better than before,” says the member of Musk’s social circle. “So the mood is that hopefully Musk can do the same thing with the U.S. government.”</p><p style=\"text-align: start;\">That’s a tall order. Even fiscal hawks have balked at Musk’s promise to eliminate $2 trillion in federal spending. It would require taking an axe to Medicare, Social Security, and other parts of the social safety net. Musk warned the nation to prepare for a period of “temporary hardship” as these cuts take effect. But it’s far from clear that he will even have the power to make them. DOGE will remain outside of government, with no authority to fire federal employees. Many budgetary experts expect it to go the same way as countless blue-ribbon panels that tried and failed to pressure politicians to cut the programs their constituents love. In identifying waste, fraud, and abuse, the U.S. Congress needs no help: it already has an oversight branch called the Government Accountability Office, which assiduously tries to do that job.</p><p style=\"text-align: start;\">Many early fans of DOGE say they recognize the limits of its potential and celebrate it all the same. “Yes, a Department of Government Efficiency is probably a pipe dream and might end up as essential as Monty Python’s Department of Silly Walks,” the <em>Wall Street Journal</em> columnist Andy Kessler wrote on Nov. 17. “But even if Mr. Musk’s DOGE simply trims some bloat and saves a few hundred billion, it will be worth it.”</p><p style=\"text-align: start;\">On the campaign trail, Musk talked a lot about the need for the U.S. to live “honestly” and “within its means.” But if his social-media platform is any guide, his aims may have less to do with efficiency than ideology. His stated goal in acquiring Twitter matches one of his favorite reasons for supporting Trump: he says he wants to salvage free speech in America. “Freedom of speech is the bedrock of democracy,” he told Joe Rogan on the eve of the election. “Once you lose freedom of speech, you lose democracy. Game over. That’s why I bought Twitter.” Multiple reports and studies concluded that under his stewardship the platform has become a refuge for hateful and harmful content, in part because he fired its content-moderation team.</p><p style=\"text-align: start;\">Asked to explain his shift to the right, Musk often brings up the “woke mind virus,” his term for the leftward shift in American society that, in his view, gave rise to identity politics, cancel culture, and supposedly rampant online censorship. His grudge against these forces is not merely political. During the pandemic, one of his children sought gender-affirming medical care, and Musk has said he was tricked into approving it. His transgender daughter, who is now 20 years old and estranged from her father, legally changed her name in 2022 to Vivian Jenna Wilson. On a podcast in July, Musk said his child “is dead, killed by the woke mind virus. I vowed to destroy the woke mind virus after that.”</p><p style=\"text-align: start;\">Wilson posted her response the next day: “I look pretty good for a dead bitch.” On Nov. 5, as the results of the election became clear, Wilson published another message: “Blame the f-cking politicians and oligarchs who caused this to happen,” she wrote. “Direct your anger towards them.”</p><p style=\"text-align: start;\"><strong>In ancient Greek</strong>, the word <em>oligarkhia</em> meant “rule by the few.” Its earliest critic was Aristotle; in the 4th century BCE, the philosopher described it as a state of affairs in which “men of property have the government in their hands.” In medieval Venice, the leader of the oligarchy ruled for life, and he went by the same title that Musk gave to his new department: the Doge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e952350b3d13ea60ebc8b4018febe79\" alt=\"Elon Musk speaks at a rally for former US President and presidential candidate Donald Trump Oct. 27, 2024 at Madison Square Garden in New York.Sacha Lecca—Rolling Stone/Getty Images\" title=\"Elon Musk speaks at a rally for former US President and presidential candidate Donald Trump Oct. 27, 2024 at Madison Square Garden in New York.Sacha Lecca—Rolling Stone/Getty Images\" tg-width=\"2400\" tg-height=\"1600\"/><span>Elon Musk speaks at a rally for former US President and presidential candidate Donald Trump Oct. 27, 2024 at Madison Square Garden in New York.Sacha Lecca—Rolling Stone/Getty Images</span></p><p style=\"text-align: start;\">The purest expression of this system in modern times took shape in Russia in the 1990s, when a few businessmen bought up control of the national economy during its chaotic transition to capitalism. The Russian term for their oligarchy is <em>semibankirshchina</em>—the reign of the seven bankers.</p><p style=\"text-align: start;\">The most powerful among them, Boris Berezovsky, used his media assets to help Putin win his first election in 2000, and he expected the new President to share the spoils of power. Instead, the two of them began to feud. Soon the Russian state forced Berezovsky into exile and seized his television network. Broke and lonely, the oligarch died in 2013 at his mansion in the English countryside. Authorities ruled it a suicide. To this day, his former media channel carries the Kremlin’s message.<br/>One of Berezovsky’s close associates, Alex Goldfarb, now lives in New Jersey, and he has followed the tandem of Musk and Trump with a mix of familiarity and dread. “There seems to be an oligarchy forming here as well,” he says. “Under Putin in the early years, we had the oligarchs fighting the state with everything they had,” says Goldfarb. “Here it seems we have two oligarchs, Musk and Trump, working together to take over the state.”</p><p style=\"text-align: start;\">The outcome may depend on the way this new duopoly treats the institutions they will soon control. If the aim is to sharpen them into leaner and more effective tools of governance, the public could benefit from the remaking of a system that has long been weighed down with bureaucratic flab. But Trump has also used those tools the way Putin has done in Russia—to benefit his friends and sideline his enemies.</p><p style=\"text-align: start;\">Musk has a lot to gain from that arrangement. As long as he sticks to the role of First Buddy, he might expect an easy ride from the regulators Trump appoints throughout the government. His clearest path to Mars could thus run straight through the Oval Office. But apart from watching the spectacle of his success, what benefit will trickle down to everyday Americans?</p><p style=\"text-align: start;\">The institutions that give us health care, keep our water clean, and educate our kids are not meant to be run like businesses. They are not built to make a profit, but that does not make them any less valuable, especially for the citizens who can least afford to pay. If those institutions get culled amid the Muskian push for efficiency, the hardship will not be temporary for those who rely on government support. For them, the pain could be devastating, and none of Musk’s promises of an interplanetary future will help them get through the problems of today.</p></body></html>","source":"lsy1637540746298","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>How Elon Musk Became a Kingmaker</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\">\nHow Elon Musk Became a Kingmaker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-22 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://time.com/7177802/elon-musk-donald-trump-2024-election/><strong>Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hang on a minute. Whom did we just elect? The Republican ticket had two names at the top: Donald Trump and J.D. Vance. But parts of this delirious November created the impression that someone else has...</p>\n\n<a href=\"https://time.com/7177802/elon-musk-donald-trump-2024-election/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://time.com/7177802/elon-musk-donald-trump-2024-election/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140615039","content_text":"Hang on a minute. Whom did we just elect? The Republican ticket had two names at the top: Donald Trump and J.D. Vance. But parts of this delirious November created the impression that someone else has taken hold of our collective destiny.We already knew him in various roles—the guy who bought Twitter and fired more than half its staff, the inventor who brought the space program back to life, the carmaker whose new trucks make kids stop and stare on the sidewalk. All of a sudden, Elon Musk had moved into the realm of politics, headlining rallies, steering government appointments, shaping the agenda for the next President of the United States.For more than three years he’s been one of the world’s richest and most powerful men. Markets soar and tumble on his tweets. Astronauts fly in his spaceships. Armies advance with the signals from his satellites. Conspiracy theories go mainstream through his embrace. But it was only in the spotlight of these elections that the full extent of his influence came into view.Not since the age of William Randolph Hearst, the newspaper magnate who greased FDR’s ascent nearly a century ago, has a private citizen loomed so large over so many facets of American life at once, pulling the nation’s culture, its media, its economy, and now its politics into the force field of his will. Standing beside him, even Trump can seem almost in awe, less of a boss than a companion to the man for whom this planet and its challenges are not big enough.For now they act like partners, bonded through the favors they are trading and their shared desire to disrupt the institutions of government. They may deliver commands with one voice for a while. But their agendas do not align on everything. Both are willful, impulsive, and accustomed to being in charge. What will happen if they start to clash?In that kind of fight, Musk may not have the upper hand. History is strewn with the wreckage of kingmakers who went to war against the leaders they installed. No matter how much wealth or influence Musk collects, the tools of state power will remain with the President, and things will get messy if he decides to use them against the billionaire who helped him return to the White House.In the end, the durability of their partnership may depend on Musk’s motives: What drove him to become a MAGA prophet in the first place? If it was money he wanted, then mission accomplished.The value of his fortune surged by more than $50 billion in the week after the election, peaking at more than $320 billion, as investors went berserk for shares of Tesla. But wealth has never been Musk’s obsession. The way he has bet his fortune on moony passion projects, like putting a greenhouse on Mars, should be proof enough that he dreams differently than the average Klingon aboard Starship Trump.People close to Musk say his ultimate goal has not changed since he launched SpaceX, his rocket company, in 2002. (Among its investors are Marc and Lynne Benioff, the owners of TIME.) For more than two decades, Musk’s white whale has been the red planet. It’s written right there on his favorite T-shirt: OCCUPY MARS. “Everything goes to that mission,” says a member of Musk’s social circle who recently talked to him about his plans. “He’s just realizing that being in control, directly or indirectly, of U.S. government budgets, is going to put us on Mars in his lifetime. Doing it privately would be slower.”That does not mean U.S. taxpayers would foot the bill for Musk’s dream of interplanetary travel. But the public does tend to pay a price when eccentric visionaries take the reins of government. Millions of Americans, from retired factory workers to debt-laden graduates and newborn children, benefit from the social programs that Musk has promised to slash. Though he fires off multiple tweets a day to his 205 million followers, Musk has declined to answer questions from reporters, including this one, since he became consigliere to the President-elect. He has not explained his reported contacts with American adversaries, from China and Russia to Iran. Nor has he addressed the conflicts of interest that arise from playing a key role in a government whose regulators investigate his businesses.So far, Trump seems happy to play along. In the middle of his victory speech on Nov. 6, he spent four minutes praising Musk, the “super genius” who helped run his ground game in Pennsylvania, reportedly paying canvassers to knock on 11 million doors and hiring vans to bring Amish people to the polls. “We have a new star,” Trump crowed from the stage in Florida. “A star is born—Elon!” Only later, roughly 19 minutes into his speech, did the President-elect turn back to his teleprompter and remember to thank his voters.What Musk meant to the Trump campaign went far beyond the $120 million he pumped in, the field program he established, or the social-media boost he provided. To many of the young men who flocked to Trump in record numbers, Musk was an ideal avatar. He injected a sense of ingenuity and possibility into a familiar nostalgia act. If Trump thrills supporters by pledging to destroy corrupt institutions, Musk represents the promise of building new things and solving hard problems. Trump did not seem so old at his rallies with this Diablo-playing edgelord bouncing around beside him. And it became harder for Trump’s opponents to paint his team as a gaggle of halfwits when the greatest innovator of our time, with a record of delivering on outlandish plans, was pledging to slash spending by $2 trillion.Elon Musk, the worldÕs wealthiest man, attends an America First Policy Institute gala at Mar-a-Lago, President-elect Donald TrumpÕs residence and private club in Palm Beach, Fla., Nov. 14, 2024. (Haiyun Jiang/The New York Times)Elon Musk attends an America First Policy Institute gala at Mar-a-Lago, Nov. 14, 2024. Haiyun Jiang—The New York Times/ReduxNo matter how often the Democrats reminded us that Trump’s fortune grew out of inherited wealth, multiple bankruptcies, and decades of corporate shenanigans, they could not deny Musk’s achievements as a businessman. Even Senator Bernie Sanders, scourge of the billionaire class, hedged his criticism in a recent podcast: “Elon Musk is a very, very aggressive and capable businessperson, very impressive with what he’s accomplished. He says, I could do more in a week than the government can do in, you know, five years, and in some ways he’s right.”At a time when faith in government has cratered, that’s all many voters want to see—a capable outsider, ruthless and independent, who knows how to take a gargantuan machine and make it leaner, faster, and more productive. Musk’s promise to do that with the American bureaucracy has already created momentum and cover for cutting costs on a scale that Washington has not seen in many years. That agenda did not get far during Trump’s first presidential term. Millions of people depend on government jobs, and on the protections that regulators provide from predatory businesses, like those that gave us opioid abuse and cigarettes as a cure for asthma. But small-government Republicans will be eager to follow Musk into ugly budget battles over federal waste and bloated entitlements. Many Americans will be rooting for them.On the campaign trail, the most convincing argument Musk offered was not on Joe Rogan’s show or onstage at Trump’s rallies. It was on the launch pad in Boca Chica, Texas, where Musk’s aerospace company dazzled the world by catching a returning rocket with a pair of robotic arms. If the man who did this supports Trump with such fervor, couldn’t Trump accomplish even some of what he promised?A lot of voters seem to think so, especially the young men Musk targeted for Trump with his bravado. “The biggest factor here is that men need to vote,” Musk told Rogan on the eve of the election. The next day, when 60% of white men turned out for Trump, Musk tweeted: “The cavalry has arrived.” But his appeal reached well beyond the manosphere. It also moved a swath of voters who were put off by Trump’s character but excited by his policies. TV pundits said these people needed a “permission structure”; Musk provided just that to suburban women like Betsy Stecz. As she stood in line for his October rally in Lancaster, Pa., Stecz described a sense of relief: “You have people finally feeling like, OK, I can hold my head up and say: I’m not ashamed to vote for Donald Trump.” The reason, in her view, was Musk.Given his role in the victory, Musk may have expected some reward. But his perch in Trump’s transition has reportedly unnerved some members of their entourage. For much of November, Musk camped out at Mar-a-Lago, weighing in on Cabinet picks and advising Trump on policy priorities. He went golfing with the President-elect, sat ringside with him at an Ultimate Fighting Championship event and took pictures with the Trump family; one grandkid raved on social media that Musk had attained “uncle status.” Musk coined a different term for his position: “First Buddy.”TOPSHOT-MMA-UFC-HEAVYWEIGHT-USA-JONES-MIOCICU.S. President-elect Donald Trump, Tesla and SpaceX CEO Elon Musk and Donald Trump Jr. (R) watch a fight during UFC 309 at Madison Square Garden in New York, on Nov. 16, 2024.Kena Betancur—AFP/Getty ImagesEven that was an understatement. The leaders of Turkey and Ukraine had Musk listening in on their calls with Trump. An envoy from Iran, which stands accused of trying to assassinate Trump, reportedly met with Musk to talk about defusing tensions. (Iran’s Foreign Ministry has denied the meeting.) When House Republicans invited Trump to a closed-door session on Capitol Hill, Musk tagged along, the window of his car in Trump’s motorcade labeled GUEST 1.By that point, Trump had appointed him to lead a new entity called the Department of Government Efficiency. Its acronym, DOGE, was a nod to the canine-themed cryptocurrency Musk has promoted as a kind of joke. But its mandate was serious. Trump claimed it would “dismantle” the federal bureaucracy and “restructure” its agencies. “This will send shock waves through the system,” Musk said.It could also give Musk influence over the many agencies that regulate his work. A few weeks before Election Day, the National Highway Traffic Safety Administration announced it is investigating Tesla’s self-driving vehicles after reported crashes. In June, regulators in California ordered Tesla to “correct ongoing air quality violations” at its Fremont plant. Tesla has said its cars are safe and its facilities comply with environmental standards. SpaceX has also had run-ins with the Federal Aviation Administration, which Musk threatened to sue for overreach in September. A review by the New York Times found that his companies are facing at least 20 regulatory battles and investigations from “all corners of the government.” Musk and multiple representatives declined to comment or to respond to TIME’s questions for this article, including about potential conflicts of interest.He has yet to explain what principles would guide his purge of the bureaucracy. The co-director of DOGE, Vivek Ramaswamy, ran on a pro-business, libertarian platform in the last Republican primary. Musk’s politics, by comparison, are harder to pin down. This summer he referred to himself as “historically, a moderate Democrat.” He has called climate change the defining challenge of our age. When Barack Obama ran for President in 2008, Musk stood in line for six hours to shake his hand.His relationship with Trump has often been rocky. Their views on tariffs are far apart, and Musk lasted less than six months as an adviser to the White House in 2017 before quitting in protest over Trump’s climate policies. Five years later, Musk said it was time for Trump to “sail into the sunset,” eliciting a furious response. “Elon should focus on getting himself out of the Twitter mess,” Trump said, “because he could owe $44 billion for something that’s perhaps worthless.”Trump had a point. Musk’s purchase of Twitter made little evident business sense. He paid at least double the company’s value in 2022, then spent weeks dynamiting its revenue streams and cashiering its talent. The company’s head count, he has said, fell from 8,000 to around 1,500 under his leadership. Some of his posts on the platform, which he rebranded as X, came off as spasms of corporate self-harm. One referred to an antisemitic theory as the “actual truth.” (He later apologized.) Another shared a conspiracy theory about the hammer attack that put House Speaker Nancy Pelosi’s husband in the hospital with a fractured skull. Dozens of companies, including Microsoft and Coca-Cola, pulled their ads from the platform in response. “Don’t advertise,” he told them last fall from the stage of a conference. “If somebody is going to try to blackmail me with advertising, blackmail me with money, go f-ck yourself. Go. F-ck. Yourself. Is that clear?” The investment firm Fidelity assessed in October that X had lost nearly 80% of its value in the past two years.Clockwise from top left: Photograph by Mark Seliger for TIME, Photograph by Mark Mahaney for TIME, Illustration by Nigel Buchanan for TIME, Illustration by Tim O’Brien for TIMEMusk didn’t seem to care. Even without most of its workforce, the platform continued to function, routinely topping the list of the most-downloaded news apps in the Apple app store. Major advertisers have returned. For some observers, all this has been reason enough to applaud Musk’s takeover as a master class in corporate efficiency. “What Elon did with Twitter is he got inside, cleaned house, and now it’s working better than before,” says the member of Musk’s social circle. “So the mood is that hopefully Musk can do the same thing with the U.S. government.”That’s a tall order. Even fiscal hawks have balked at Musk’s promise to eliminate $2 trillion in federal spending. It would require taking an axe to Medicare, Social Security, and other parts of the social safety net. Musk warned the nation to prepare for a period of “temporary hardship” as these cuts take effect. But it’s far from clear that he will even have the power to make them. DOGE will remain outside of government, with no authority to fire federal employees. Many budgetary experts expect it to go the same way as countless blue-ribbon panels that tried and failed to pressure politicians to cut the programs their constituents love. In identifying waste, fraud, and abuse, the U.S. Congress needs no help: it already has an oversight branch called the Government Accountability Office, which assiduously tries to do that job.Many early fans of DOGE say they recognize the limits of its potential and celebrate it all the same. “Yes, a Department of Government Efficiency is probably a pipe dream and might end up as essential as Monty Python’s Department of Silly Walks,” the Wall Street Journal columnist Andy Kessler wrote on Nov. 17. “But even if Mr. Musk’s DOGE simply trims some bloat and saves a few hundred billion, it will be worth it.”On the campaign trail, Musk talked a lot about the need for the U.S. to live “honestly” and “within its means.” But if his social-media platform is any guide, his aims may have less to do with efficiency than ideology. His stated goal in acquiring Twitter matches one of his favorite reasons for supporting Trump: he says he wants to salvage free speech in America. “Freedom of speech is the bedrock of democracy,” he told Joe Rogan on the eve of the election. “Once you lose freedom of speech, you lose democracy. Game over. That’s why I bought Twitter.” Multiple reports and studies concluded that under his stewardship the platform has become a refuge for hateful and harmful content, in part because he fired its content-moderation team.Asked to explain his shift to the right, Musk often brings up the “woke mind virus,” his term for the leftward shift in American society that, in his view, gave rise to identity politics, cancel culture, and supposedly rampant online censorship. His grudge against these forces is not merely political. During the pandemic, one of his children sought gender-affirming medical care, and Musk has said he was tricked into approving it. His transgender daughter, who is now 20 years old and estranged from her father, legally changed her name in 2022 to Vivian Jenna Wilson. On a podcast in July, Musk said his child “is dead, killed by the woke mind virus. I vowed to destroy the woke mind virus after that.”Wilson posted her response the next day: “I look pretty good for a dead bitch.” On Nov. 5, as the results of the election became clear, Wilson published another message: “Blame the f-cking politicians and oligarchs who caused this to happen,” she wrote. “Direct your anger towards them.”In ancient Greek, the word oligarkhia meant “rule by the few.” Its earliest critic was Aristotle; in the 4th century BCE, the philosopher described it as a state of affairs in which “men of property have the government in their hands.” In medieval Venice, the leader of the oligarchy ruled for life, and he went by the same title that Musk gave to his new department: the Doge.Elon Musk speaks at a rally for former US President and presidential candidate Donald Trump Oct. 27, 2024 at Madison Square Garden in New York.Sacha Lecca—Rolling Stone/Getty ImagesThe purest expression of this system in modern times took shape in Russia in the 1990s, when a few businessmen bought up control of the national economy during its chaotic transition to capitalism. The Russian term for their oligarchy is semibankirshchina—the reign of the seven bankers.The most powerful among them, Boris Berezovsky, used his media assets to help Putin win his first election in 2000, and he expected the new President to share the spoils of power. Instead, the two of them began to feud. Soon the Russian state forced Berezovsky into exile and seized his television network. Broke and lonely, the oligarch died in 2013 at his mansion in the English countryside. Authorities ruled it a suicide. To this day, his former media channel carries the Kremlin’s message.One of Berezovsky’s close associates, Alex Goldfarb, now lives in New Jersey, and he has followed the tandem of Musk and Trump with a mix of familiarity and dread. “There seems to be an oligarchy forming here as well,” he says. “Under Putin in the early years, we had the oligarchs fighting the state with everything they had,” says Goldfarb. “Here it seems we have two oligarchs, Musk and Trump, working together to take over the state.”The outcome may depend on the way this new duopoly treats the institutions they will soon control. If the aim is to sharpen them into leaner and more effective tools of governance, the public could benefit from the remaking of a system that has long been weighed down with bureaucratic flab. But Trump has also used those tools the way Putin has done in Russia—to benefit his friends and sideline his enemies.Musk has a lot to gain from that arrangement. As long as he sticks to the role of First Buddy, he might expect an easy ride from the regulators Trump appoints throughout the government. His clearest path to Mars could thus run straight through the Oval Office. But apart from watching the spectacle of his success, what benefit will trickle down to everyday Americans?The institutions that give us health care, keep our water clean, and educate our kids are not meant to be run like businesses. They are not built to make a profit, but that does not make them any less valuable, especially for the citizens who can least afford to pay. If those institutions get culled amid the Muskian push for efficiency, the hardship will not be temporary for those who rely on government support. For them, the pain could be devastating, and none of Musk’s promises of an interplanetary future will help them get through the problems of today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372695811404080,"gmtCreate":1732000169035,"gmtModify":1732000171920,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372695811404080","repostId":"1157931949","repostType":2,"repost":{"id":"1157931949","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731988864,"share":"https://ttm.financial/m/news/1157931949?lang=&edition=fundamental","pubTime":"2024-11-19 12:01","market":"us","language":"en","title":"Crypto Daily｜Bitcoin ETF Options Trading Will Start Tuesday; Bakkt Stocks Pop 162% on Report Trump Media in Talks to Acquire Crypto Trading Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=1157931949","media":"Tiger Newspress","summary":"Bitcoin ETF Options Trading Will Start TuesdayOptions trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust, the largest of the Bitcoin exchange-traded funds, a Nasdaq spokesperson co","content":"<html><head></head><body><h3 id=\"id_2264498760\" style=\"text-align: start;\">Bitcoin ETF Options Trading Will Start Tuesday</h3><p>Options trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust, the largest of the Bitcoin exchange-traded funds, a Nasdaq spokesperson confirmed to <em>Barron’s</em> late Monday. The move offers a new way to trade, hedge, and speculate on the cryptocurrency.</p><p style=\"text-align: start;\">In an earlier interview on Bloomberg television, Alison Hennessy, the director of exchange-traded products listings at Nasdaq, the primary exchange for the ETF, said “our intent is to list and trade these options as early as tomorrow.”</p><h3 id=\"id_3201557416\">Bitcoin&#39;s Correlation with U.S. Equities and Ether Hits Multi-Year Lows</h3><p>In 2024, Bitcoin and the Nasdaq Composite moved in tandem on only 52% of trading days, according to <em>Investing.com</em>. This marks a sharp departure from previous years when the two assets frequently exhibited a near-perfect correlation, particularly in 2021 and 2022.</p><p style=\"text-align: left;\">Since March 2024, the correlation between Bitcoin and the Nasdaq on a 30-day rolling basis dropped to 0.46, one of the lowest levels in five years. By September, it briefly turned negative at -0.50. While the Nasdaq has fallen 4% below its recent all-time high, Bitcoin continues its upward trajectory, now trading just 1.5% shy of its peak.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/521cf06d31ddb823df1b4a83ec655756\" title=\"\" tg-width=\"1114\" tg-height=\"744\"/></p><h3 id=\"id_4273185295\">DJT, Bakkt Stocks Pop on Report Trump Media in Talks to Acquire Crypto Trading Platform</h3><p><a href=\"https://laohu8.com/S/DJT\">Trump Media &amp; Technology</a> stock closed over 16% higher on Monday following a report from the Financial Times that said the company, which operates the social network Truth Social, is in advanced talks to acquire crypto exchange <a href=\"https://laohu8.com/S/BKKT\">Bakkt Holdings, Inc.</a>.</p><p style=\"text-align: start;\">Bakkt stock gained over 162% on Monday following the report. The company is majority-owned by NYSE parent company Intercontinental Exchange (ICE).</p><h3 id=\"id_1813305824\" style=\"text-align: start;\">MicroStrategy Taps Stock Market to Fund Record Bitcoin Buy</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> bought a record $4.6 billion in Bitcoin, making good on plans announced last month to tap capital markets to accelerate purchases of the cryptocurrency.</p><p>The enterprise software maker, whose corporate strategy includes buying the digital asset, acquired about 51,780 Bitcoin between Nov. 11 and Nov. 17, according to an US Securities and Exchange Commission filing on Monday. That follows purchases of over 27,000 Bitcoin between Oct. 31 and Nov. 10, and two large acquisitions in September. The Tysons Corner, Virginia-based firm now owns around $30 billion in Bitcoin.</p><h3 id=\"id_171307653\" style=\"text-align: start;\">BIT Mining Pays SEC $4 Million Over Japanese Bribe Allegations</h3><p>A crypto miner agreed to pay a $4 million penalty to settle US Securities and Exchange Commission allegations that it engaged in a scheme to bribe Japanese officials, the agency said Monday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BTCM\">BIT Mining</a>, formerly known as 500.com Limited, between 2017 and 2019 paid $2.5 million in cash bribes and gifts, including to members of the Japanese parliament, to try to win a bid to open a casino resort in Japan, the SEC said.</p><h3 id=\"id_2865881826\">Coinbase CEO Brian Armstrong to Meet Privately with Donald Trump - Report</h3><p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> stock jumped 6.8% after a media report that President-elect Donald Trump is meeting with Coinbase CEO Brian Armstrong on Monday.</p><p style=\"text-align: left;\">They&#39;re expected to discuss personnel appointments for his administration, the<em> Wall Street Journal</em> reported, citing people familiar with the matter.</p><p style=\"text-align: left;\">During his presidential campaign, Trump said he would appoint a council to formulate transparent regulatory guidance on bitcoin (BTC-USD) and cryptocurrencies.</p><h3 id=\"id_2445683529\" style=\"text-align: start;\">Goldman Readies Plans to Spin-Out Its Digital Assets Platform</h3><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> is speaking with potential partners as it plans to spin out its digital-assets platform into a new company for large financial firms to create, trade and settle financial instruments via blockchain technology.</p><p style=\"text-align: start;\">The bank is in talks with a number of market participants on the plans as it continues to build out the platform’s capabilities and develop new commercial use cases, Mathew McDermott, Goldman’s global head of Digital Assets, said in an interview. Plans for the new company are in the early stages, but the long term goal is to execute the spin-out within the next 12 to 18 months, subject to regulatory approvals, McDermott said.</p><h3 id=\"id_2491758172\" style=\"text-align: start;\">Daily Total Net Inflow of Bitcoin Spot ETFs Was $165.5 Million. Fidelity Wise Origin Bitcoin Fund Topped the List of Daily Net Inflows</h3><p>On November 18 (Eastern Time), the total net inflow for Bitcoin spot ETFs was $165.5 million, according to SoSoValue data.</p><p>The Bitcoin spot ETF with the highest net inflow on November 18 was <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>, with a net inflow of $59.95 million. Following that was <a href=\"https://laohu8.com/S/BTC\">Grayscale Bitcoin Mini Trust</a>, with a net inflow of $54.39 million.</p><p>As of now, the total net asset value of Bitcoin spot ETFs is $95.70 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.29%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49cfc9a6a356f4b9131a3031f40fd95e\" title=\"\" tg-width=\"1826\" tg-height=\"522\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Daily｜Bitcoin ETF Options Trading Will Start Tuesday; Bakkt Stocks Pop 162% on Report Trump Media in Talks to Acquire Crypto Trading Platform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Daily｜Bitcoin ETF Options Trading Will Start Tuesday; Bakkt Stocks Pop 162% on Report Trump Media in Talks to Acquire Crypto Trading Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-19 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2264498760\" style=\"text-align: start;\">Bitcoin ETF Options Trading Will Start Tuesday</h3><p>Options trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust, the largest of the Bitcoin exchange-traded funds, a Nasdaq spokesperson confirmed to <em>Barron’s</em> late Monday. The move offers a new way to trade, hedge, and speculate on the cryptocurrency.</p><p style=\"text-align: start;\">In an earlier interview on Bloomberg television, Alison Hennessy, the director of exchange-traded products listings at Nasdaq, the primary exchange for the ETF, said “our intent is to list and trade these options as early as tomorrow.”</p><h3 id=\"id_3201557416\">Bitcoin&#39;s Correlation with U.S. Equities and Ether Hits Multi-Year Lows</h3><p>In 2024, Bitcoin and the Nasdaq Composite moved in tandem on only 52% of trading days, according to <em>Investing.com</em>. This marks a sharp departure from previous years when the two assets frequently exhibited a near-perfect correlation, particularly in 2021 and 2022.</p><p style=\"text-align: left;\">Since March 2024, the correlation between Bitcoin and the Nasdaq on a 30-day rolling basis dropped to 0.46, one of the lowest levels in five years. By September, it briefly turned negative at -0.50. While the Nasdaq has fallen 4% below its recent all-time high, Bitcoin continues its upward trajectory, now trading just 1.5% shy of its peak.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/521cf06d31ddb823df1b4a83ec655756\" title=\"\" tg-width=\"1114\" tg-height=\"744\"/></p><h3 id=\"id_4273185295\">DJT, Bakkt Stocks Pop on Report Trump Media in Talks to Acquire Crypto Trading Platform</h3><p><a href=\"https://laohu8.com/S/DJT\">Trump Media &amp; Technology</a> stock closed over 16% higher on Monday following a report from the Financial Times that said the company, which operates the social network Truth Social, is in advanced talks to acquire crypto exchange <a href=\"https://laohu8.com/S/BKKT\">Bakkt Holdings, Inc.</a>.</p><p style=\"text-align: start;\">Bakkt stock gained over 162% on Monday following the report. The company is majority-owned by NYSE parent company Intercontinental Exchange (ICE).</p><h3 id=\"id_1813305824\" style=\"text-align: start;\">MicroStrategy Taps Stock Market to Fund Record Bitcoin Buy</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> bought a record $4.6 billion in Bitcoin, making good on plans announced last month to tap capital markets to accelerate purchases of the cryptocurrency.</p><p>The enterprise software maker, whose corporate strategy includes buying the digital asset, acquired about 51,780 Bitcoin between Nov. 11 and Nov. 17, according to an US Securities and Exchange Commission filing on Monday. That follows purchases of over 27,000 Bitcoin between Oct. 31 and Nov. 10, and two large acquisitions in September. The Tysons Corner, Virginia-based firm now owns around $30 billion in Bitcoin.</p><h3 id=\"id_171307653\" style=\"text-align: start;\">BIT Mining Pays SEC $4 Million Over Japanese Bribe Allegations</h3><p>A crypto miner agreed to pay a $4 million penalty to settle US Securities and Exchange Commission allegations that it engaged in a scheme to bribe Japanese officials, the agency said Monday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BTCM\">BIT Mining</a>, formerly known as 500.com Limited, between 2017 and 2019 paid $2.5 million in cash bribes and gifts, including to members of the Japanese parliament, to try to win a bid to open a casino resort in Japan, the SEC said.</p><h3 id=\"id_2865881826\">Coinbase CEO Brian Armstrong to Meet Privately with Donald Trump - Report</h3><p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> stock jumped 6.8% after a media report that President-elect Donald Trump is meeting with Coinbase CEO Brian Armstrong on Monday.</p><p style=\"text-align: left;\">They&#39;re expected to discuss personnel appointments for his administration, the<em> Wall Street Journal</em> reported, citing people familiar with the matter.</p><p style=\"text-align: left;\">During his presidential campaign, Trump said he would appoint a council to formulate transparent regulatory guidance on bitcoin (BTC-USD) and cryptocurrencies.</p><h3 id=\"id_2445683529\" style=\"text-align: start;\">Goldman Readies Plans to Spin-Out Its Digital Assets Platform</h3><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> is speaking with potential partners as it plans to spin out its digital-assets platform into a new company for large financial firms to create, trade and settle financial instruments via blockchain technology.</p><p style=\"text-align: start;\">The bank is in talks with a number of market participants on the plans as it continues to build out the platform’s capabilities and develop new commercial use cases, Mathew McDermott, Goldman’s global head of Digital Assets, said in an interview. Plans for the new company are in the early stages, but the long term goal is to execute the spin-out within the next 12 to 18 months, subject to regulatory approvals, McDermott said.</p><h3 id=\"id_2491758172\" style=\"text-align: start;\">Daily Total Net Inflow of Bitcoin Spot ETFs Was $165.5 Million. Fidelity Wise Origin Bitcoin Fund Topped the List of Daily Net Inflows</h3><p>On November 18 (Eastern Time), the total net inflow for Bitcoin spot ETFs was $165.5 million, according to SoSoValue data.</p><p>The Bitcoin spot ETF with the highest net inflow on November 18 was <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>, with a net inflow of $59.95 million. Following that was <a href=\"https://laohu8.com/S/BTC\">Grayscale Bitcoin Mini Trust</a>, with a net inflow of $54.39 million.</p><p>As of now, the total net asset value of Bitcoin spot ETFs is $95.70 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.29%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49cfc9a6a356f4b9131a3031f40fd95e\" title=\"\" tg-width=\"1826\" tg-height=\"522\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","COIN":"Coinbase Global, Inc.","BTCM":"BIT Mining","DJT":"特朗普媒体科技集团","MSTR":"MicroStrategy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157931949","content_text":"Bitcoin ETF Options Trading Will Start TuesdayOptions trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust, the largest of the Bitcoin exchange-traded funds, a Nasdaq spokesperson confirmed to Barron’s late Monday. The move offers a new way to trade, hedge, and speculate on the cryptocurrency.In an earlier interview on Bloomberg television, Alison Hennessy, the director of exchange-traded products listings at Nasdaq, the primary exchange for the ETF, said “our intent is to list and trade these options as early as tomorrow.”Bitcoin's Correlation with U.S. Equities and Ether Hits Multi-Year LowsIn 2024, Bitcoin and the Nasdaq Composite moved in tandem on only 52% of trading days, according to Investing.com. This marks a sharp departure from previous years when the two assets frequently exhibited a near-perfect correlation, particularly in 2021 and 2022.Since March 2024, the correlation between Bitcoin and the Nasdaq on a 30-day rolling basis dropped to 0.46, one of the lowest levels in five years. By September, it briefly turned negative at -0.50. While the Nasdaq has fallen 4% below its recent all-time high, Bitcoin continues its upward trajectory, now trading just 1.5% shy of its peak.DJT, Bakkt Stocks Pop on Report Trump Media in Talks to Acquire Crypto Trading PlatformTrump Media & Technology stock closed over 16% higher on Monday following a report from the Financial Times that said the company, which operates the social network Truth Social, is in advanced talks to acquire crypto exchange Bakkt Holdings, Inc..Bakkt stock gained over 162% on Monday following the report. The company is majority-owned by NYSE parent company Intercontinental Exchange (ICE).MicroStrategy Taps Stock Market to Fund Record Bitcoin BuyMicroStrategy bought a record $4.6 billion in Bitcoin, making good on plans announced last month to tap capital markets to accelerate purchases of the cryptocurrency.The enterprise software maker, whose corporate strategy includes buying the digital asset, acquired about 51,780 Bitcoin between Nov. 11 and Nov. 17, according to an US Securities and Exchange Commission filing on Monday. That follows purchases of over 27,000 Bitcoin between Oct. 31 and Nov. 10, and two large acquisitions in September. The Tysons Corner, Virginia-based firm now owns around $30 billion in Bitcoin.BIT Mining Pays SEC $4 Million Over Japanese Bribe AllegationsA crypto miner agreed to pay a $4 million penalty to settle US Securities and Exchange Commission allegations that it engaged in a scheme to bribe Japanese officials, the agency said Monday.BIT Mining, formerly known as 500.com Limited, between 2017 and 2019 paid $2.5 million in cash bribes and gifts, including to members of the Japanese parliament, to try to win a bid to open a casino resort in Japan, the SEC said.Coinbase CEO Brian Armstrong to Meet Privately with Donald Trump - ReportCoinbase Global, Inc. stock jumped 6.8% after a media report that President-elect Donald Trump is meeting with Coinbase CEO Brian Armstrong on Monday.They're expected to discuss personnel appointments for his administration, the Wall Street Journal reported, citing people familiar with the matter.During his presidential campaign, Trump said he would appoint a council to formulate transparent regulatory guidance on bitcoin (BTC-USD) and cryptocurrencies.Goldman Readies Plans to Spin-Out Its Digital Assets PlatformGoldman Sachs is speaking with potential partners as it plans to spin out its digital-assets platform into a new company for large financial firms to create, trade and settle financial instruments via blockchain technology.The bank is in talks with a number of market participants on the plans as it continues to build out the platform’s capabilities and develop new commercial use cases, Mathew McDermott, Goldman’s global head of Digital Assets, said in an interview. Plans for the new company are in the early stages, but the long term goal is to execute the spin-out within the next 12 to 18 months, subject to regulatory approvals, McDermott said.Daily Total Net Inflow of Bitcoin Spot ETFs Was $165.5 Million. Fidelity Wise Origin Bitcoin Fund Topped the List of Daily Net InflowsOn November 18 (Eastern Time), the total net inflow for Bitcoin spot ETFs was $165.5 million, according to SoSoValue data.The Bitcoin spot ETF with the highest net inflow on November 18 was Fidelity Wise Origin Bitcoin Fund, with a net inflow of $59.95 million. Following that was Grayscale Bitcoin Mini Trust, with a net inflow of $54.39 million.As of now, the total net asset value of Bitcoin spot ETFs is $95.70 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.29%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":370383296479464,"gmtCreate":1731453745755,"gmtModify":1731461790102,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Monitoring&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a>and awaiting for the right moment to go into market for long term investment[USD]&nbsp;&nbsp;[USD]&nbsp;&nbsp;","listText":"Monitoring&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a>and awaiting for the right moment to go into market for long term investment[USD]&nbsp;&nbsp;[USD]&nbsp;&nbsp;","text":"Monitoring $DBS Group Holdings(D05.SI)$ and awaiting for the right moment to go into market for long term investment[USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":3,"link":"https://ttm.financial/post/370383296479464","isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582154836923956","authorId":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3582154836923956","idStr":"3582154836923956"},"content":"The shares will not drop below $39","text":"The shares will not drop below $39","html":"The shares will not drop below $39"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388128079794408,"gmtCreate":1735799335558,"gmtModify":1735894118996,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Always having confidence in #Palantir, I hold their shares since 2021 till date.&nbsp;[ShakeHands]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","listText":"Always having confidence in #Palantir, I hold their shares since 2021 till date.&nbsp;[ShakeHands]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","text":"Always having confidence in #Palantir, I hold their shares since 2021 till date. [ShakeHands] $Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/cb2c7e6e7a776c8be91e6a6cdabf3357","width":"1082","height":"2191"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":74,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/388128079794408","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195362055063892","authorId":"4195362055063892","name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4195362055063892","idStr":"4195362055063892"},"content":"nice gain my friend","text":"nice gain my friend","html":"nice gain my friend"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996861039,"gmtCreate":1661145224724,"gmtModify":1676536461821,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"will monitor it till next year","listText":"will monitor it till next year","text":"will monitor it till next year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996861039","repostId":"1184419615","repostType":2,"repost":{"id":"1184419615","kind":"news","pubTimestamp":1661140699,"share":"https://ttm.financial/m/news/1184419615?lang=&edition=fundamental","pubTime":"2022-08-22 11:58","market":"us","language":"en","title":"Palantir: Reality Is Sinking In","url":"https://stock-news.laohu8.com/highlight/detail?id=1184419615","media":"Seeking Alpha","summary":"SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.I","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir scrapped its 30% sales growth forecast for 2022.</li><li>Losses are widening, thanks to SBC.</li><li>In my view, the valuation is still too high.</li></ul><p>Due to concerns about the company&#39;s stock-based compensation (SBC) and risks to its sales growth, I initiated a short position in <b>Palantir Technologies Inc. (NYSE:PLTR)</b>in May via put options.</p><p>Now that the software company has abandoned its 30% sales growth target indefinitely due to a slowdown in its core business, the stock is at risk of falling to my fair value target of $2.50. Palantir should be avoided because it is still grossly overvalued.</p><p><b>Fundamentally Unsound Business</b></p><p>Palantir&#39;snet losses were $101.4 million in 1Q-22. Palantir&#39;s net losses in 2Q-22 were $179.3 million, a 77% increase QoQ.</p><p>For quite some time, I have been concerned about Palantir&#39;s lack of underlying profitability and have stated here that Palantir is running a fundamentally unprofitable software business that appealed to investors primarily because of Palantir&#39;s reliance on government contracts.</p><p>Palantir&#39;s sales growth slowed further in the second quarter, posing a new problem for the company&#39;s overvalued software division. Palantir&#39;s sales in 2Q-22 were $473.0 million, up 26% YoY, as the software company gained more commercial customers. Having said that, I see no way for Palantir to generate profitable sales growth.</p><p><img src=\"https://static.tigerbbs.com/a3024cf5552db6b2d0f8ac06c875f38b\" tg-width=\"640\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Net Losses(Palantir Technologies)</p><p>I think Palantir is plagued by two major issues.</p><p>The first issue is that Palantir invests a lot of money in sales and marketing. Palantir&#39;s sales and marketing expenses accounted for 36% of sales dollars in 2Q-22, which is roughly in line with what the company has previously paid for sales growth.</p><p>Importantly, total operating expenses remained widely inflated at 87% (down from 88% in 1Q-22), making profit impossible for Palantir. The allocation of stock-based compensation remained a significant driver of Palantir&#39;s costs in the second quarter.</p><p><img src=\"https://static.tigerbbs.com/1680aa1718bd19424008138885b0a5dd\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Sales/Marketing And Total Operating Expenses(Author Created Table Using Quarterly Earnings Reports From Palantir Technologies)</p><p>Palantir allocated $145.8 million in stock-based compensation to its cost categories, with 92% going to operating expenses and 8% going to revenue costs.</p><p>Palantir&#39;s executive compensation has added $295.1 million to various expense categories year to date, which I consider generous given the company&#39;s total loss of $280.7 million. In other words, if not for stock-based compensation, Palantir would have made a net profit of $14.4 million this year.</p><p>The majority of executive compensation consists of long-term equity incentives (options, restricted stock units), so Palantir&#39;s management should be well compensated.</p><p>However, SBC compensation is not Palantir&#39;s only issue. Palantir&#39;s accumulated deficit as of June 30, 2022 was $5.77 billion, representing the company&#39;s lifetime losses. With such high historical losses, Palantir must still demonstrate that it has a viable business model that promises the benefits of scalability. Given Palantir&#39;s large loss base and high SBC, I don&#39;t believe the company would be an appealing acquisition target.</p><p><img src=\"https://static.tigerbbs.com/5734d09cb75fbf96e81a32fa59d584cc\" tg-width=\"640\" tg-height=\"252\" referrerpolicy=\"no-referrer\"/></p><p>Stock-Based Compensation(Palantir Technologies)</p><p><b>Palantir Scraps Guidance Remains Hopelessly Overvalued</b></p><p>Palantir&#39;s new revenue forecast for 2022 is $1.9 billion, representing 23% YoY growth, and the software company is no longer predicting 30% annual sales growth. This is a significant departure from previous quarters, when investors emphasized Palantir&#39;s projected annual sales growth of 30%.</p><p>In my opinion, the software company has an indefensible sales multiple of 10x based on $1.9 billion in sales. I think the sales multiple is unjustifiable because Palantir has flawed fundamentals (inflated operating expenses), overpaid executives, and faces a slowing core consulting business.</p><p><img src=\"https://static.tigerbbs.com/49dee2394d5e2e57f4a10043de8814bc\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>PLTR PS Ratiodata byYCharts</p><p><b>Change To My Short Position</b></p><p>I made a minor change to my Palantir short position by extending the expiration date of my puts from January 2023 to March 2023.</p><p>The longer duration of the put options reduces my capital risks while also giving Palantir&#39;s stock price more time to fall towards my $2.50 stock price target. My put options continue to have a strike price of $6.</p><p><b>Why Palantir Stock Could Increase</b></p><p>Palantir&#39;s guidance may have some upside in the sense that government sales may pick up towards the end of the year, and Palantir could, in theory, deliver better-than-expected sales growth if new contracts are signed with various government agencies.</p><p>With that said, I believe it is safe to say that the 30% growth target is effectively off the table for the time being, and investors must make do with potentially much lower growth rates in the future.</p><p>Because Palantir continues to incur higher net losses, I am not optimistic that the company will be profitable this year or next.</p><p><b>My Conclusion</b></p><p>Palantir&#39;s poor 2Q-22 business update makes it much more likely that PLTR will fall towards my $2.50 stock price target that I set for the software company in my last article on Palantir in May 2022. Palantir is not everything that investors thought it was, and reality is slowly sinking in.</p><p>Scrapping the much-touted 30% growth target strongly suggests that the odds are stacked against Palantir at this point, and in my view, Palantir should be avoided because it is still grossly overvalued.</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: Reality Is Sinking In</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: Reality Is Sinking In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535969-palantir-reality-is-sinking-in><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.In my view, the valuation is still too high.Due to concerns about the company's stock-based ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535969-palantir-reality-is-sinking-in\">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/4535969-palantir-reality-is-sinking-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184419615","content_text":"SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.In my view, the valuation is still too high.Due to concerns about the company's stock-based compensation (SBC) and risks to its sales growth, I initiated a short position in Palantir Technologies Inc. (NYSE:PLTR)in May via put options.Now that the software company has abandoned its 30% sales growth target indefinitely due to a slowdown in its core business, the stock is at risk of falling to my fair value target of $2.50. Palantir should be avoided because it is still grossly overvalued.Fundamentally Unsound BusinessPalantir'snet losses were $101.4 million in 1Q-22. Palantir's net losses in 2Q-22 were $179.3 million, a 77% increase QoQ.For quite some time, I have been concerned about Palantir's lack of underlying profitability and have stated here that Palantir is running a fundamentally unprofitable software business that appealed to investors primarily because of Palantir's reliance on government contracts.Palantir's sales growth slowed further in the second quarter, posing a new problem for the company's overvalued software division. Palantir's sales in 2Q-22 were $473.0 million, up 26% YoY, as the software company gained more commercial customers. Having said that, I see no way for Palantir to generate profitable sales growth.Net Losses(Palantir Technologies)I think Palantir is plagued by two major issues.The first issue is that Palantir invests a lot of money in sales and marketing. Palantir's sales and marketing expenses accounted for 36% of sales dollars in 2Q-22, which is roughly in line with what the company has previously paid for sales growth.Importantly, total operating expenses remained widely inflated at 87% (down from 88% in 1Q-22), making profit impossible for Palantir. The allocation of stock-based compensation remained a significant driver of Palantir's costs in the second quarter.Sales/Marketing And Total Operating Expenses(Author Created Table Using Quarterly Earnings Reports From Palantir Technologies)Palantir allocated $145.8 million in stock-based compensation to its cost categories, with 92% going to operating expenses and 8% going to revenue costs.Palantir's executive compensation has added $295.1 million to various expense categories year to date, which I consider generous given the company's total loss of $280.7 million. In other words, if not for stock-based compensation, Palantir would have made a net profit of $14.4 million this year.The majority of executive compensation consists of long-term equity incentives (options, restricted stock units), so Palantir's management should be well compensated.However, SBC compensation is not Palantir's only issue. Palantir's accumulated deficit as of June 30, 2022 was $5.77 billion, representing the company's lifetime losses. With such high historical losses, Palantir must still demonstrate that it has a viable business model that promises the benefits of scalability. Given Palantir's large loss base and high SBC, I don't believe the company would be an appealing acquisition target.Stock-Based Compensation(Palantir Technologies)Palantir Scraps Guidance Remains Hopelessly OvervaluedPalantir's new revenue forecast for 2022 is $1.9 billion, representing 23% YoY growth, and the software company is no longer predicting 30% annual sales growth. This is a significant departure from previous quarters, when investors emphasized Palantir's projected annual sales growth of 30%.In my opinion, the software company has an indefensible sales multiple of 10x based on $1.9 billion in sales. I think the sales multiple is unjustifiable because Palantir has flawed fundamentals (inflated operating expenses), overpaid executives, and faces a slowing core consulting business.PLTR PS Ratiodata byYChartsChange To My Short PositionI made a minor change to my Palantir short position by extending the expiration date of my puts from January 2023 to March 2023.The longer duration of the put options reduces my capital risks while also giving Palantir's stock price more time to fall towards my $2.50 stock price target. My put options continue to have a strike price of $6.Why Palantir Stock Could IncreasePalantir's guidance may have some upside in the sense that government sales may pick up towards the end of the year, and Palantir could, in theory, deliver better-than-expected sales growth if new contracts are signed with various government agencies.With that said, I believe it is safe to say that the 30% growth target is effectively off the table for the time being, and investors must make do with potentially much lower growth rates in the future.Because Palantir continues to incur higher net losses, I am not optimistic that the company will be profitable this year or next.My ConclusionPalantir's poor 2Q-22 business update makes it much more likely that PLTR will fall towards my $2.50 stock price target that I set for the software company in my last article on Palantir in May 2022. Palantir is not everything that investors thought it was, and reality is slowly sinking in.Scrapping the much-touted 30% growth target strongly suggests that the odds are stacked against Palantir at this point, and in my view, Palantir should be avoided because it is still grossly overvalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395539707986136,"gmtCreate":1737594082396,"gmtModify":1737594083803,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395539707986136","repostId":"395295645282680","repostType":1,"repost":{"id":395295645282680,"gmtCreate":1737538931530,"gmtModify":1737540205200,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💰Dividend Picks | Low PB, Steady Returns : U10/S35/S41","htmlText":"💰The era of Trump 2.0 kicks in with a broad rally.💹With lower PB, <a href=\"https://ttm.financial/S/U10.SI\">$UOB Kay Hian(U10.SI)$</a> , <a href=\"https://ttm.financial/S/S35.SI\">$Sing Inv &amp; Fin(S35.SI)$</a> , and <a href=\"https://ttm.financial/S/S41.SI\">$Hong Leong Fin(S41.SI)$</a> are good choices for steady returns. 📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn the first trading day of the new Trump 2.0 era, the market saw widespread gains. The three major U.S. stock indices all closed higher, with the Nasdaq <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> up 0.64%, the S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> gaining 0.88%, and the Dow Jones <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> climbing 1.24%. How","listText":"💰The era of Trump 2.0 kicks in with a broad rally.💹With lower PB, <a href=\"https://ttm.financial/S/U10.SI\">$UOB Kay Hian(U10.SI)$</a> , <a href=\"https://ttm.financial/S/S35.SI\">$Sing Inv &amp; Fin(S35.SI)$</a> , and <a href=\"https://ttm.financial/S/S41.SI\">$Hong Leong Fin(S41.SI)$</a> are good choices for steady returns. 📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn the first trading day of the new Trump 2.0 era, the market saw widespread gains. The three major U.S. stock indices all closed higher, with the Nasdaq <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> up 0.64%, the S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> gaining 0.88%, and the Dow Jones <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> climbing 1.24%. How","text":"💰The era of Trump 2.0 kicks in with a broad rally.💹With lower PB, $UOB Kay Hian(U10.SI)$ , $Sing Inv & Fin(S35.SI)$ , and $Hong Leong Fin(S41.SI)$ are good choices for steady returns. 📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn the first trading day of the new Trump 2.0 era, the market saw widespread gains. The three major U.S. stock indices all closed higher, with the Nasdaq $.IXIC(.IXIC)$ up 0.64%, the S&P 500 $.SPX(.SPX)$ gaining 0.88%, and the Dow Jones $.DJI(.DJI)$ climbing 1.24%. How","images":[{"img":"https://community-static.tradeup.com/news/7561569dc0070a804586dc9149acdefb"},{"img":"https://community-static.tradeup.com/news/91f346bc53026bc3d6393a8a388bdb5e"},{"img":"https://community-static.tradeup.com/news/75bceb5e43e4776f8471bfced97b9213"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395295645282680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395249155817560,"gmtCreate":1737506557419,"gmtModify":1737506559690,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395249155817560","repostId":"395146471116832","repostType":1,"repost":{"id":395146471116832,"gmtCreate":1737502583038,"gmtModify":1737502800215,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120987054613802","idStr":"4120987054613802"},"themes":[],"title":"High growth companies normally have high multiples","htmlText":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -&gt; 20.FYI, I use FCF yield - not P/E. <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> <a href=\"https://ttm.financial/S/DJAN\">$FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$</a> ImageTwo things you can do to become a better investor: 1. Limit th","listText":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -&gt; 20.FYI, I use FCF yield - not P/E. <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$.DJI(.DJI)$</a> <a href=\"https://ttm.financial/S/DJAN\">$FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$</a> ImageTwo things you can do to become a better investor: 1. Limit th","text":"High growth companies normally have high multiples.I created this table to show the relationship between growth and multiples👇In short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that multiple from 50 -> 20.FYI, I use FCF yield - not P/E. $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $.IXIC(.IXIC)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $.DJI(.DJI)$ $FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)$ ImageTwo things you can do to become a better investor: 1. Limit th","images":[{"img":"https://community-static.tradeup.com/news/6f647de0b22c4a00b2f0efd6a9a4c7c3","width":"611","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395146471116832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393075661701248,"gmtCreate":1736990108582,"gmtModify":1736990110270,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393075661701248","repostId":"393050783469600","repostType":1,"repost":{"id":393050783469600,"gmtCreate":1736983680901,"gmtModify":1736983801063,"author":{"id":"4119585774197632","authorId":"4119585774197632","name":"Callum_Thomas","avatar":"https://community-static.tradeup.com/news/330631c73153df9dd9d6476ce73081b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119585774197632","idStr":"4119585774197632"},"themes":[],"title":"The What/Why/How of Valuations…","htmlText":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","listText":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","text":"I thought it would be worth resurfacing this chart from the series of educational articles I wrote earlier last year on valuations for multi-asset investors — and how to use valuation signals to navigate the market cycle.The basic concept is that valuation signals when they reach an extreme have powerful contrarian information; they tell us about forward-looking risk and opportunity set using current information. Through-the-range however they present momentum information.Applying this to the above chart we can understand the journey from extreme cheap in 2009 —at the time a very contrarian outlook of high upside probability (high opportunity), all the way through to now (I would say an equally contrarian outlook); high downside probability (high risk).And there’s a key point: these are no","images":[{"img":"https://community-static.tradeup.com/news/1cdcade107ea4a99db2bb865e9427a27","width":"680","height":"508"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393050783469600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392998944731448,"gmtCreate":1736990092319,"gmtModify":1736990095859,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392998944731448","repostId":"393054742765656","repostType":1,"repost":{"id":393054742765656,"gmtCreate":1736984740311,"gmtModify":1736992492311,"author":{"id":"10000000000010920","authorId":"10000000000010920","name":"SmartReversals","avatar":"https://community-static.tradeup.com/news/079995488356aff47d9fe17aa3389ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010920","idStr":"10000000000010920"},"themes":[],"title":"Common mistakes in investment","htmlText":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","listText":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","text":"Common mistakes in investment:1. Emotional Investing: Making decisions based on fear or greed instead of rational analysis.2. Lack of Research: Not thoroughly researching investments before committing funds.3. Ignoring Fees: Not considering the impact of management fees and transaction costs on returns.4. Chasing Past Performance: Investing in assets solely because they performed well in the past.5. Overreacting to Market News: Making sudden changes in investment strategy due to market volatility or news.6. Not Having a Plan: Investing without a clear strategy or financial goals.7. Holding Losing Investments: Refusing to sell underperforming assets in hopes they will recover.8. Underestimating Risk: Not understanding the level of risk associated with certain investments.Have you ever found","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393054742765656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391084076626120,"gmtCreate":1736485476544,"gmtModify":1736485478476,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391084076626120","repostId":"1194761524","repostType":2,"repost":{"id":"1194761524","kind":"news","pubTimestamp":1736481755,"share":"https://ttm.financial/m/news/1194761524?lang=&edition=fundamental","pubTime":"2025-01-10 12:02","market":"us","language":"en","title":"Palantir Stock: Remains Attractive For Those Looking To Invest For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1194761524","media":"Seeking Alpha","summary":"SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong governme","content":"<html><head></head><body><h2 id=\"id_3831534154\">Summary</h2><ul style=\"\"><li><p>Despite Palantir Technologies stock&#39;s volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.</p></li><li><p>Palantir&#39;s strong government and military contracts, particularly with the U.S. Army and AI initiatives, highlight its competitive advantages and growth prospects.</p></li><li><p>I expect Palantir&#39;s EPS to exceed $1 by 2026, driven by rising profit margins and revenue growth between 20% and 30% annually.</p></li><li><p>The biggest risk is share dilution; however, PLTR&#39;s unique position and exceptional AI capabilities make it a compelling long-term investment.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><h2 id=\"id_3150272106\">Investment Thesis On Palantir</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/440ae6662d61a20db8f4be68f77983a5\" alt=\"Seeking Alpha Rating History\" title=\"Seeking Alpha Rating History\" tg-width=\"352\" tg-height=\"530\"/><span>Seeking Alpha Rating History</span></p><p>The chart above shows the rating history since I first gave Palantir Technologies Inc. a Buy rating. And that was at a time when there were plenty of sell articles because Palantir was out of favor with investors. The consensus at the time was that the company was wildly overvalued, stock-based compensation (“SBC”) costs were far too high, and Palantir was pure hype.</p><p>Strangely enough, this sentiment changed after Palantir&#39;s strong run-up, and suddenly Palantir was hyped and there were many articles with buy recommendations. Unfortunately, only after the strong price increase. Recently and weeks, however, sentiment has shifted again, as the number of sell articles has once again far outnumbered the number of buy or hold articles.</p><p>And I can thoroughly understand anybody who made a killing on Palantir and wants to lock in their profits by selling because Palantir is a very volatile stock. At the same time, I believe that Palantir is far from reaching its full potential and that Palantir remains a buy for the long term. In 10 years, I think Palantir will be much bigger than it is today. I therefore maintain my buy recommendation, as I am investing for the long-term and short-term setbacks, which are highly probable, will not deter me from believing in long-term success.</p><h2 id=\"id_2655752067\">Palantir&#39;s Contracts</h2><p>Palantir&#39;s new contracts often receive a great deal of attention from the media. In December, for example, it was announced that the U.S. Army, which has been working with Palantir since 2018, had extended the partnership with a $600 million contract for four years. And for me, the fact that the world&#39;s best-equipped army has relied on Palantir for nearly 7 years is a testament to the quality of Palantir&#39;s work. Also in December, Palantir was announced as the lead software integrator for USSOCOM&#39;s Mission Command System.</p><p>Most importantly, on December 6, Palantir and Anduril announced a partnership to ensure the U.S. government is a leader in AI. In fact, this partnership has the plan to ensure that all government data collected can also be used to work with. If it works, which I expect it will, there will be a huge leap in efficiency and understanding of how the real world works. Only Palantir, in my opinion, can ensure that this highly confidential data is handled with the utmost care while delivering excellent results. This is one of the biggest competitive advantages that exists today.</p><p>And since it seems to me that military spending will increase rather than decrease in the future, Palantir should benefit. Especially since they have a unique position in that many governments and agencies work with them.</p><h2 id=\"id_1672647820\">What Does The Future Hold For PLTR?</h2><p>Whether Palantir underperforms the index this year is not relevant to me because I think in 5-year intervals. However, for people who have a more short-term investment style, the risk of short-term underperformance is obviously high. After such a strong rise in 2024, it will be difficult to continue it. After all, it is often the case that what goes up fast tends to come down fast as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33c19c7b4ad7c1e7568f49a3987494c3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Since Palantir hasn&#39;t been public long, there isn&#39;t much of a comparable period, but it&#39;s clear that the forward P/E ratio is lower than it was in early 2022. But right now, Palantir&#39;s multiple of 142x is slightly higher than the 121x average for the period. However, I strongly suspect that the forward P/E will soon fall back below 100x as sales increase.</p><p>The low of 25x in January 2023 was incredibly undervalued, and anyone who bought it was rightly rewarded with a fantastic return. But in retrospect, it always looks easy, and the fewest really bought it at that point because you could read negative things about Palantir almost everywhere. The emotional part was very difficult.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eeb7353fe43c51595086eb9d87cf9b2d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>What I do not like currently, or what I do not find appropriate, is that the P/S multiple is often mentioned. Of course, it is very high, but Palantir is a company that generates real earnings, so why should you use the P/S multiple? That makes no sense to me. I think an analysis of earnings or cash flows is much more appropriate, and then also with a view to the future. Because what matters is where the cash flows will be in 5 years. Because if the cash flows in 5 years are significantly higher, even companies with exorbitant multiples can be undervalued.</p><p>Amazon (AMZN), Tesla (TSLA), Microsoft (MSFT), and many others were undervalued despite their high multiples because they simply had huge competitive advantages and were beating almost all estimates. And I think that also will be the case with Palantir because I see them in an extraordinary position. In order not to repeat too much of my old articles here, I recommend reading my two older articles if you are interested. But in short, Palantir has enormous barriers to entry through its customer relationships, security clearances, and the cost of switching is enormous because Palantir has become the heart of many operations. They also have a huge head start in terms of knowledge and insight that their competitors do not have.</p><h2 id=\"id_3528111710\">EPS Estimates</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d25b3c8bda303eb5542942c48ace5295\" alt=\"Seeking Alpha Earnings Estimates\" title=\"Seeking Alpha Earnings Estimates\" tg-width=\"640\" tg-height=\"152\"/><span>Seeking Alpha Earnings Estimates</span></p><p>In contrast to my last article, the estimates have been raised. They are now at $0.38 for FY24 and $0.48 for FY25, up from $0.36 and $0.43. In addition, analyst estimates are starting to emerge for FY26 and beyond, and the current expectation is that EPS will exceed $1 for the first time in 2029. I think it will happen much sooner, and the market is still too pessimistic here.</p><p>I continue to believe that the $1 mark will be broken in 2026, possibly as early as 2025. And a nearly 60x 2026 P/E multiple for the best AI defense company seems reasonable to me. Unfortunately, quality comes at a price. And if Palantir were to hit $2 EPS by the end of FY29, a 60x multiple would be enough to double the stock and generate a near 15% annual return.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0eeba17e7826d20d7d9dde3b5ef639b0\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>As you can see, Palantir&#39;s profit margin is trending up, and when we combine that with revenue that is likely to grow between 20% and 30% per year, EPS is going to grow rapidly over the coming years. I believe that the profit margin will continue to rise until 2029 and then will be more in the range of 35%+ and I also believe that the revenues will be above $10 billion per year. These are ambitious goals, but for Palantir to succeed, they must be achieved. Because to reach $2 EPS in 2029, Palantir would need to generate $4 billion in profits, as there are nearly 2 billion shares outstanding.</p><p>But with the competitive advantages and some of the best AI minds in the world, I believe Palantir can do it.</p><h2 id=\"id_3074549260\">Risks</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d04ecc65a19de82adbad358843f1d8f5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>The biggest risk to my thesis is that Palantir continues to issue too many shares and does not start buying back shares on a larger scale in the near future. The more shares in circulation, the more profit the company needs to generate to reach $2 earnings per share in 2029. Ideally, shares outstanding will be pushed below 2 billion as FCF is used to reward shareholders.</p><h2 id=\"id_3883593475\">ARK Shed $15m In Shares</h2><p>The news that the ARK Innovation ETF (ARKF) has sold $15 million worth of shares of Palantir stock may have caused a bit of a sell-off in the stock. But I don&#39;t think you should read too much into it, especially considering when ARK sold most of its Nvidia (NVDA) shares. And secondly, $15 million is also minimal when you look at the amount of assets that ARK manages and the fact that the position still exists. They are just taking some profits, which is understandable after such a fantastic run in 2024.</p><p>Furthermore, I find that ARK has a good understanding of identifying future winners, but unfortunately, they have sold these partly too early. It is not without reason that one says that one should let his winners run because one is enough to compensate for all losses.</p><h2 id=\"id_2037474898\">Conclusion</h2><p>That companies like Alphabet (GOOG), Microsoft, or Apple (AAPL) could sustain annual growth rates exceeding 20% was often thought to be impossible, but they have done it. And I think Palantir is a company that belongs in that group and can deliver extraordinary growth rates over time. This means that I think the market still underestimates how much and how long Palantir can grow, which is why I think the company remains attractive for long-term investors. Over 5 to 10 years, earnings growth matters more than the entry multiple.</p><p>The multiple is high right now, but the earnings growth will more than makeup for it. And if Palantir does fall, it will give long-term investors a chance to get into the stock cheaper or buy more. So to put my money where my mouth is, I, personally, bought some more Palantir stock.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Remains Attractive For Those Looking To Invest For The Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Remains Attractive For Those Looking To Invest For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4748568-palantir-stock-remains-attractive-invest-long-term><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4748568-palantir-stock-remains-attractive-invest-long-term\">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/4748568-palantir-stock-remains-attractive-invest-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194761524","content_text":"SummaryDespite Palantir Technologies stock's volatility and recent sell-offs, I maintain a long-term buy rating, believing the company has not yet reached its full potential.Palantir's strong government and military contracts, particularly with the U.S. Army and AI initiatives, highlight its competitive advantages and growth prospects.I expect Palantir's EPS to exceed $1 by 2026, driven by rising profit margins and revenue growth between 20% and 30% annually.The biggest risk is share dilution; however, PLTR's unique position and exceptional AI capabilities make it a compelling long-term investment.Palantir TechnologiesInvestment Thesis On PalantirSeeking Alpha Rating HistoryThe chart above shows the rating history since I first gave Palantir Technologies Inc. a Buy rating. And that was at a time when there were plenty of sell articles because Palantir was out of favor with investors. The consensus at the time was that the company was wildly overvalued, stock-based compensation (“SBC”) costs were far too high, and Palantir was pure hype.Strangely enough, this sentiment changed after Palantir's strong run-up, and suddenly Palantir was hyped and there were many articles with buy recommendations. Unfortunately, only after the strong price increase. Recently and weeks, however, sentiment has shifted again, as the number of sell articles has once again far outnumbered the number of buy or hold articles.And I can thoroughly understand anybody who made a killing on Palantir and wants to lock in their profits by selling because Palantir is a very volatile stock. At the same time, I believe that Palantir is far from reaching its full potential and that Palantir remains a buy for the long term. In 10 years, I think Palantir will be much bigger than it is today. I therefore maintain my buy recommendation, as I am investing for the long-term and short-term setbacks, which are highly probable, will not deter me from believing in long-term success.Palantir's ContractsPalantir's new contracts often receive a great deal of attention from the media. In December, for example, it was announced that the U.S. Army, which has been working with Palantir since 2018, had extended the partnership with a $600 million contract for four years. And for me, the fact that the world's best-equipped army has relied on Palantir for nearly 7 years is a testament to the quality of Palantir's work. Also in December, Palantir was announced as the lead software integrator for USSOCOM's Mission Command System.Most importantly, on December 6, Palantir and Anduril announced a partnership to ensure the U.S. government is a leader in AI. In fact, this partnership has the plan to ensure that all government data collected can also be used to work with. If it works, which I expect it will, there will be a huge leap in efficiency and understanding of how the real world works. Only Palantir, in my opinion, can ensure that this highly confidential data is handled with the utmost care while delivering excellent results. This is one of the biggest competitive advantages that exists today.And since it seems to me that military spending will increase rather than decrease in the future, Palantir should benefit. Especially since they have a unique position in that many governments and agencies work with them.What Does The Future Hold For PLTR?Whether Palantir underperforms the index this year is not relevant to me because I think in 5-year intervals. However, for people who have a more short-term investment style, the risk of short-term underperformance is obviously high. After such a strong rise in 2024, it will be difficult to continue it. After all, it is often the case that what goes up fast tends to come down fast as well.Data by YChartsSince Palantir hasn't been public long, there isn't much of a comparable period, but it's clear that the forward P/E ratio is lower than it was in early 2022. But right now, Palantir's multiple of 142x is slightly higher than the 121x average for the period. However, I strongly suspect that the forward P/E will soon fall back below 100x as sales increase.The low of 25x in January 2023 was incredibly undervalued, and anyone who bought it was rightly rewarded with a fantastic return. But in retrospect, it always looks easy, and the fewest really bought it at that point because you could read negative things about Palantir almost everywhere. The emotional part was very difficult.Data by YChartsWhat I do not like currently, or what I do not find appropriate, is that the P/S multiple is often mentioned. Of course, it is very high, but Palantir is a company that generates real earnings, so why should you use the P/S multiple? That makes no sense to me. I think an analysis of earnings or cash flows is much more appropriate, and then also with a view to the future. Because what matters is where the cash flows will be in 5 years. Because if the cash flows in 5 years are significantly higher, even companies with exorbitant multiples can be undervalued.Amazon (AMZN), Tesla (TSLA), Microsoft (MSFT), and many others were undervalued despite their high multiples because they simply had huge competitive advantages and were beating almost all estimates. And I think that also will be the case with Palantir because I see them in an extraordinary position. In order not to repeat too much of my old articles here, I recommend reading my two older articles if you are interested. But in short, Palantir has enormous barriers to entry through its customer relationships, security clearances, and the cost of switching is enormous because Palantir has become the heart of many operations. They also have a huge head start in terms of knowledge and insight that their competitors do not have.EPS EstimatesSeeking Alpha Earnings EstimatesIn contrast to my last article, the estimates have been raised. They are now at $0.38 for FY24 and $0.48 for FY25, up from $0.36 and $0.43. In addition, analyst estimates are starting to emerge for FY26 and beyond, and the current expectation is that EPS will exceed $1 for the first time in 2029. I think it will happen much sooner, and the market is still too pessimistic here.I continue to believe that the $1 mark will be broken in 2026, possibly as early as 2025. And a nearly 60x 2026 P/E multiple for the best AI defense company seems reasonable to me. Unfortunately, quality comes at a price. And if Palantir were to hit $2 EPS by the end of FY29, a 60x multiple would be enough to double the stock and generate a near 15% annual return.Data by YChartsAs you can see, Palantir's profit margin is trending up, and when we combine that with revenue that is likely to grow between 20% and 30% per year, EPS is going to grow rapidly over the coming years. I believe that the profit margin will continue to rise until 2029 and then will be more in the range of 35%+ and I also believe that the revenues will be above $10 billion per year. These are ambitious goals, but for Palantir to succeed, they must be achieved. Because to reach $2 EPS in 2029, Palantir would need to generate $4 billion in profits, as there are nearly 2 billion shares outstanding.But with the competitive advantages and some of the best AI minds in the world, I believe Palantir can do it.RisksData by YChartsThe biggest risk to my thesis is that Palantir continues to issue too many shares and does not start buying back shares on a larger scale in the near future. The more shares in circulation, the more profit the company needs to generate to reach $2 earnings per share in 2029. Ideally, shares outstanding will be pushed below 2 billion as FCF is used to reward shareholders.ARK Shed $15m In SharesThe news that the ARK Innovation ETF (ARKF) has sold $15 million worth of shares of Palantir stock may have caused a bit of a sell-off in the stock. But I don't think you should read too much into it, especially considering when ARK sold most of its Nvidia (NVDA) shares. And secondly, $15 million is also minimal when you look at the amount of assets that ARK manages and the fact that the position still exists. They are just taking some profits, which is understandable after such a fantastic run in 2024.Furthermore, I find that ARK has a good understanding of identifying future winners, but unfortunately, they have sold these partly too early. It is not without reason that one says that one should let his winners run because one is enough to compensate for all losses.ConclusionThat companies like Alphabet (GOOG), Microsoft, or Apple (AAPL) could sustain annual growth rates exceeding 20% was often thought to be impossible, but they have done it. And I think Palantir is a company that belongs in that group and can deliver extraordinary growth rates over time. This means that I think the market still underestimates how much and how long Palantir can grow, which is why I think the company remains attractive for long-term investors. Over 5 to 10 years, earnings growth matters more than the entry multiple.The multiple is high right now, but the earnings growth will more than makeup for it. And if Palantir does fall, it will give long-term investors a chance to get into the stock cheaper or buy more. So to put my money where my mouth is, I, personally, bought some more Palantir stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389810135802000,"gmtCreate":1736176107765,"gmtModify":1736176111054,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389810135802000","repostId":"385400361177192","repostType":1,"repost":{"id":385400361177192,"gmtCreate":1735101635102,"gmtModify":1735883973230,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"themes":[],"title":"Shaping the future：2025 outlook for key assets","htmlText":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&amp;P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&amp;P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","listText":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&amp;P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&amp;P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","text":"2024 Review:US Stock Market: Technology stocks, particularly in the AI sector, drove the market higher. The S&P 500 has realised returns in excess of 25% for two consecutive years. Whilst rare, since the start of 2024, this trend indicates a shift from conceptual speculation to profit realisation in AI investments, with the market becoming more stringent in discerning the companies that truly benefit. Hong Kong and China-A (onshore) shares: Financial sectors and High-yielding dividend stocks performed well. Indices like MSCI China Financials Index and FTSE China 50 Index outperformed US benchmarks like the Nasdaq and S&P 500, reflecting the supportive role of policies in driving stable economic growth.2025 Outlook:US Stock Market: As AI technology advances into specialised vertical","images":[{"img":"https://community-static.tradeup.com/news/28d46dbfb6bd96d689a0db859f37b0de"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385400361177192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388413411729944,"gmtCreate":1735870035403,"gmtModify":1735870039233,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"To be honest, I tried to avoid their service as they lost my parcel a few times.&nbsp;[Glance]&nbsp;&nbsp;","listText":"To be honest, I tried to avoid their service as they lost my parcel a few times.&nbsp;[Glance]&nbsp;&nbsp;","text":"To be honest, I tried to avoid their service as they lost my parcel a few times. [Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388413411729944","repostId":"387180100923496","repostType":1,"repost":{"id":387180100923496,"gmtCreate":1735556693512,"gmtModify":1735578601999,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"Have You Ever Felt Frustrated With SingPost's Services?","htmlText":"On December 22, <a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$</a> issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","listText":"On December 22, <a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$</a> issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","text":"On December 22, $SingPost(S08.SI)$ issued a statement announcing the dismissal of CEO Vincent Phang, CFO Vincent Yik, and Head of International Business Li Yu after investigating reports received earlier this year. Following the announcement, stock plunged by 10% on the same day.1. What leads to the dismissal?The incident stemmed from a report received by the company, claiming that its international e-commerce logistics parcel business was engaged in improper operations. Some employees were accused of manually altering the delivery status codes to avoid penalties that could be triggered by customer contracts.The investigation revealed that this misconduct reflected serious managerial and supervisory negligence at the senior levels.2. Have you ev","images":[{"img":"https://community-static.tradeup.com/news/bfc0da729d791051a0aadfaa5e0d288d"},{"img":"https://community-static.tradeup.com/news/e397587203a5e83aa8d83f7677bc43b9"},{"img":"https://community-static.tradeup.com/news/f17711eb73f95b1ace33802c36368347"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387180100923496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387875019882840,"gmtCreate":1735737559511,"gmtModify":1735737564087,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","listText":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","text":"thanks @TigerEvents for creating this giveaway event on 1st day of 2025 [Miser] [ShakeHands] I won USD 5 stocks vouchers. @jace0777","images":[{"img":"https://community-static.tradeup.com/news/316769d6110f581f551c2086e3d69ce1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387875019882840","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383505908285920,"gmtCreate":1734670689635,"gmtModify":1734673337240,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383505908285920","repostId":"383423152620072","repostType":1,"repost":{"id":383423152620072,"gmtCreate":1734650489798,"gmtModify":1734678002992,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"Is OCBC The Most Undervalued of the 3 Singapore Banks? ","htmlText":"🌟🌟🌟OCBC&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing.&nbsp; &nbsp; This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023.&nbsp; &nbsp; It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion.&nbsp; &nbsp;This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion.&nbsp; Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","listText":"🌟🌟🌟OCBC&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing.&nbsp; &nbsp; This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023.&nbsp; &nbsp; It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion.&nbsp; &nbsp;This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion.&nbsp; Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","text":"🌟🌟🌟OCBC $ocbc bank(O39.SI)$ has recently reached its 52 week high at SGD 17.00 but has since retraced to SGD 16.68 on Thursday's closing. This is due to the Bearish sentiments after the US Feds forecast for fewer interest rate cuts in 2025 due to sticky inflation. OCBC has a sterling year with its shares up 29% year todate and 33.9% in 2023. It reported Net Profit of SGD 1.97 billion for Q3 24 which was 9% than the previous year quarter of SGD 1.81 billion. This is also 2% higher than Q2 24 when OCBC reported SGD 1.94 billion. Net Profit for the 9 months of 2024 has increased 9% from a year ago to SGD 5.9 billion. OCBC's strong year on year performance for Q3 24 was","images":[{"img":"https://community-static.tradeup.com/news/314fff3cb9ff42011037bd5cb1658311","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/e2e180702b7bc61bfcc55b2d7b740f2b","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/d53ea8e2bcc9c2c8d733bc8c05f5f914","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383423152620072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382957948883080,"gmtCreate":1734524023919,"gmtModify":1734524027467,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382957948883080","repostId":"370235343245368","repostType":1,"repost":{"id":370235343245368,"gmtCreate":1731392448108,"gmtModify":1731400953275,"author":{"id":"4116373681054822","authorId":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/9bd699f5d546c0ea0e27e7160414a81a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116373681054822","idStr":"4116373681054822"},"themes":[],"title":"DBS vs OCBC vs UOB: Which SG Bank is YOUR Best Investment Bet? 🏦 |  🦖 #TheInvestingIguana EP592","htmlText":"\n \n \n  🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst\n \n","listText":"🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst","text":"🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. Remember, investing is a long-term game. Be patient, disciplined, and informed. Whether you're looking to boost your portfolio or underst","images":[{"img":"https://community-static.tradeup.com/news/18d9ff53a0a2913d8d62801ec4b39959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370235343245368","isVote":1,"tweetType":2,"object":{"id":"8acce7dd01c74fa8bcc22cef353b3e0b","tweetId":"370235343245368","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/7096ec911397757891058215383/L2DyAWBFfn4A.mp4","poster":"https://community-static.tradeup.com/news/18d9ff53a0a2913d8d62801ec4b39959"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382939973496944,"gmtCreate":1734519558547,"gmtModify":1734519561979,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382939973496944","repostId":"381396134260752","repostType":1,"repost":{"id":381396134260752,"gmtCreate":1734145702906,"gmtModify":1734491465384,"author":{"id":"4167408798559472","authorId":"4167408798559472","name":"ZhukovHatesPepsi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4167408798559472","idStr":"4167408798559472"},"themes":[],"title":"Investment Vs Speculation","htmlText":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","listText":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","text":"(Intelligent Investor Chapter Breakdown) Chapter 1: Investments vs Speculation Investors vs Speculators. Investors use analysis and collect information to make an educated decision on buying a financial instrument that will return its principal value and a decent profit. Speculators make financial decisions based on emotional conviction. For the longest time in history investing was associated with speculative trading of common stock, due to the fact that the majority of the public were unfamiliar with common stock and companies. Common stocks were deemed risky due to historical crashes, even though analysis at the time showed that stocks were deeply undervalued. Institutional investors must adequately educate the public on the difference between investing and speculation or they risk bein","images":[{"img":"https://community-static.tradeup.com/news/ecd7469af5b71697da39a90d43ae8cf6","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381396134260752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382394248028232,"gmtCreate":1734389290631,"gmtModify":1734389295272,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382394248028232","repostId":"382264667234432","repostType":1,"repost":{"id":382264667234432,"gmtCreate":1734350251854,"gmtModify":1734353407160,"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://static.tigerbbs.com/cfe7691e5de91fdc66dd91dd80b1207c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100909900193040","idStr":"4100909900193040"},"themes":[],"title":"Why do Institutions Keep Buying $PLTR? Most Recent Quotes from CEO Alex Karp","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","text":"$Palantir Technologies Inc.(PLTR)$ Most recent quotes from CEO Alex Karp \"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be.\" \"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like \"we are not doing that\" we are building a product you should have. Not the product you've asked for... money for the product you should have","images":[{"img":"https://community-static.tradeup.com/news/798577de7ab419c16799fefc96730040","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/e86ae25602ed2df72bfdd6c6739da34d","width":"585","height":"354"},{"img":"https://community-static.tradeup.com/news/413e4decae5e261a743dff1b93e691c0","width":"2098","height":"1498"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382264667234432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379745007059160,"gmtCreate":1733760672140,"gmtModify":1733760674154,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379745007059160","repostId":"379655166324936","repostType":1,"repost":{"id":379655166324936,"gmtCreate":1733714852633,"gmtModify":1734075513178,"author":{"id":"3583795707168469","authorId":"3583795707168469","name":"Cecilia2828","avatar":"https://static.tigerbbs.com/573a06707e6c24ea9ef25601f08a7f24","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583795707168469","idStr":"3583795707168469"},"themes":[],"title":"Singapore equity outlook 2025","htmlText":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","listText":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","text":"Reflecting on 2024As we approach 2025, it is an appropriate time to review the performance of Singapore’s equity market in 2024. The market performed strongly in 2024, with the Straits Times Index (STI) delivering double-digit gains of 21.7% as of end-November 2024 in Singapore dollar (SGD) total return terms. The rally was mostly concentrated in the second half of the year, and the Singapore market was one of the few in Asia to maintain positive momentum after Donald Trump’s US election victory. This positioned Singapore as the second-best performer in the Asia ex-Japan region in 2024, meaning that it trailed only Taiwan and outpaced major emerging markets like India and China.Drivers of strong sustainable returnsThe primary driver behind these robust gains was better-than-expected earnin","images":[{"img":"https://community-static.tradeup.com/news/d2861ef1f9c5628c902e98ea6e942f1c","width":"946","height":"414"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379655166324936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378694152040488,"gmtCreate":1733480095575,"gmtModify":1733480099647,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Probably could make it into my list&nbsp;[Miser]&nbsp;&nbsp;","listText":"Probably could make it into my list&nbsp;[Miser]&nbsp;&nbsp;","text":"Probably could make it into my list [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378694152040488","repostId":"1147318586","repostType":2,"repost":{"id":"1147318586","kind":"news","pubTimestamp":1733468400,"share":"https://ttm.financial/m/news/1147318586?lang=&edition=fundamental","pubTime":"2024-12-06 15:00","market":"us","language":"en","title":"Nvidia: This Is Only The Beginning","url":"https://stock-news.laohu8.com/highlight/detail?id=1147318586","media":"Seeking Alpha","summary":"SummaryNVIDIA Corporation's Q3 earnings showcased a 93.6% Y/Y revenue increase, driven by data center growth, indicating continued aggressive business expansion amid the generative AI revolution.The g","content":"<html><head></head><body><h2 id=\"id_574561874\">Summary</h2><ul style=\"\"><li><p>NVIDIA Corporation&#39;s Q3 earnings showcased a 93.6% Y/Y revenue increase, driven by data center growth, indicating continued aggressive business expansion amid the generative AI revolution.</p></li><li><p>The generative AI market&#39;s projected growth, with estimates reaching $1.20 trillion by 2032, positions NVIDIA to dominate the AI chips market for years.</p></li><li><p>Despite geopolitical risks, NVIDIA&#39;s lack of formidable competition and the ramp-up of Blackwell shipments suggest significant upside potential for its stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) (NEOE:NVDA:CA) is at a turning point. The latest successful earnings report for Q3 indicated that despite the impressive performance in the past two years, the company’s growth story is far from being over, and further growth of its business is almost guaranteed at this point. Its business continues to grow at an aggressive rate at a time when the generative AI revolution is still in its infancy. Meanwhile, the lack of formidable competition makes it possible for Nvidia to dominate the AI chips market for years, if not decades, to come. Although geopolitical risks will haunt the company for a while, at this point the upside to Nvidia’s business and its shares remains significant. That is why I’m optimistic about the company’s future and continue to believe that Nvidia is a BUY at this stage.</p><h2 id=\"id_982358725\">The Growth Is Not Over Yet</h2><p>A month before Nvidia reported its Q3 earnings results, I published my latest bullish article on the company, which highlighted the recent results of the company’s suppliers, customers, and competitors. Those results hinted at a possibility that Nvidia would also show an exceptional performance in Q3 as the demand for AI chips remains significant. Since the publication of that article, Nvidia’s shares have appreciated by ~9% and the company indeed reported stellar numbers for Q3.</p><p>Nvidia’s Q3 earnings report came out just a couple of weeks ago, and it indicated that its revenues increased by 93.6% Y/Y to $35.08 billion and were above the expectations by $1.95 billion. Such results primarily were achieved by the impressive growth of the company’s data center business, which saw its revenues increase by 112% Y/Y. The non-GAAP EPS of $0.81 was also above the expectations by $0.06. While those results are certainly impressive, we can safely say that Nvidia’s business will continue to grow at an aggressive rate for years to come.</p><p>This is primarily because the generative AI revolution is still in its infancy. To this day, enterprises continue to implement various generative AI tools within their organizations to revolutionize their workflows, while governments are also in the middle of building their national AI infrastructure.</p><p>The more conservative reports suggest that the generative AI industry will be worth ~$36 billion by the end of this year and over $350 billion by the end of this decade. Bloomberg is more optimistic and believes that the generative AI market will be worth $137 billion by the end of 2024 and $1.20 trillion by 2032. What’s more important is that most of the reports indicate that the generative AI industry will grow at a CAGR greater than 40% in the following years, which suggests that the industry’s golden days are still ahead of it.</p><p>This is certainly a positive thing for Nvidia, which is expected to ramp up the shipments of its current flagship AI accelerators from the Blackwell series. In the latest conference call, Nvidia’s management said that the demand for Blackwell is staggering, and the initial revenue estimates for its flagship chips will be exceeded by several billion dollars as the demand greatly exceeds supply.</p><p>What’s more significant is that as Nvidia aggressively scales its business, the competition is nowhere near in sight. There are different reports about the release of custom AI chips by hyperscalers such as Amazon (AMZN), but they are unlikely to dethrone Nvidia from its leadership spot anytime soon. After all, Nvidia continued to ship its chips to Microsoft (MSFT), Google (GOOG, GOOGL), Amazon, and other cloud providers in Q3.</p><p>At the same time, Intel’s (INTC) AI chip from the Gaudi series is unlikely to reach a goal of $500 million in sales this year, while Advanced Micro Devices (AMD) expects to sell only ~$5 billion worth of GPUs this year.</p><p>Those are fairly minuscule numbers when compared to how much Nvidia makes each quarter. As we know from the latest earnings call, the ramp-up of Blackwell in Q4 is expected to drive incremental revenue of several billion dollars, while the overall revenue in Q4 is forecasted to be ~$37.5 billion, above the consensus of $37.04 billion. Therefore, Nvidia will likely continue to scale its business at an aggressive rate without many problems.</p><p>It&#39;s also safe to say that after an impressive performance in Q3 and upbeat guidance for Q4, Nvidia’s stock is undervalued at this stage. My latest valuation model from the previous article showed that the company’s fair value is $145.54 per share. However, I noted that some assumptions in that model could be conservative given the aggressive growth of the company in the past.</p><p>Below is the updated model, which better reflects Nvidia’s current state of affairs. The revenue growth assumptions for FY25 and FY26 have been increased and now closely mirror the overall Street estimates. The ramping of Blackwell shipments in the upcoming quarters should greatly scale the company’s sales and result in better growth in the foreseeable future. For FY27 and beyond, the growth rate remained the same as before. The EBIT as a percentage of revenue also hasn’t changed much and closely correlates with the overall expectations. The tax rate has been slightly decreased as the management guided for an effective tax rate of 16.5% in the last earnings call, while the potential Trump tax reform could also decrease corporate taxes. All the other assumptions remained the same as before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9737dfb17eb30f0fc3b7556252fcc907\" alt=\"Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)\" title=\"Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)\" tg-width=\"640\" tg-height=\"326\"/><span>Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</span></p><p>The updated model shows that Nvidia’s fair value is $163.45 per share, which is above the previous calculations and the current market price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/821504d783b6503730a39373e85be286\" alt=\"Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)\" title=\"Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)\" tg-width=\"640\" tg-height=\"144\"/><span>Nvidia&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</span></p><p>The street is even more optimistic and gives Nvidia a consensus price target of $171.18 per share. Therefore, it’s safe to say that Nvidia’s stock still has an upside at the current price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79ceb7ddb573535d2ec0df80d6ec111d\" alt=\"Nvidia&#39;s Consensus Price Target (Seeking Alpha)\" title=\"Nvidia&#39;s Consensus Price Target (Seeking Alpha)\" tg-width=\"640\" tg-height=\"253\"/><span>Nvidia&#39;s Consensus Price Target (Seeking Alpha)</span></p><h2 id=\"id_965609538\">Risks To Consider</h2><p>One of the biggest issues with Nvidia is that its stock is priced for perfection. The company needs to constantly provide significant ‘beat and raise’ results to satisfy the market. Although the Q3 results were impressive, the Street expected a greater outlook for Q4. This is one of the reasons why Nvidia’s shares have depreciated after the Q3 results were revealed two weeks ago. Although the long-term picture looks solid and there’s a possibility that the stock will rebound once Nvidia scales the shipments of Blackwell, investors nevertheless should not expect a straightforward appreciation of the company’s shares even if earnings results are impressive.</p><p>There’s also a possibility that the escalation of the ongoing Sino-American trade war could affect Nvidia’s performance. Recently, the United States revealed new chip-related export restrictions that are targeting China, which prompted Beijing to retaliate and ban exports of some microchip elements. Considering that the supply of advanced chips is already constrained, the creation of additional supply issues as a result of new export restrictions could prevent Nvidia from ramping up shipments and meeting its sales outlook in the future.</p><p>Finally, if the trade war escalates even further after President-elect Trump is sworn in as the President of the United States in January and implements new tariffs, then the global economy could contract. This would negatively impact the demand side as well. This is something that investors need to keep in mind before deciding whether to invest in Nvidia or not.</p><h2 id=\"id_1594055351\">The Bottom Line</h2><p>Although some challenges and issues will haunt Nvidia for years to come, the company at this point has plenty of growth opportunities that outweigh major risks. It has a formidable lineup of AI chips that are dominating the market. The lack of major competition at this stage creates an opportunity for the company to benefit the most from the ever-increasing demand for accelerators that power the ongoing generative AI revolution.</p><p>Nvidia’s stock also has plenty of upside at the current price, as the business seems to be undervalued. The potential ramp-up of Blackwell in Q4 could help the company once again exceed expectations and result in a major appreciation of Nvidia’s shares, as was the case plenty of times in the past two years. That is why Nvidia remains a solid BUY for me, and I have no plans to unwind my long position in the company anytime soon.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: This Is Only The Beginning</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\">\nNvidia: This Is Only The Beginning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4742176-nvidia-this-is-only-the-beginning><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA Corporation's Q3 earnings showcased a 93.6% Y/Y revenue increase, driven by data center growth, indicating continued aggressive business expansion amid the generative AI revolution.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4742176-nvidia-this-is-only-the-beginning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4742176-nvidia-this-is-only-the-beginning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147318586","content_text":"SummaryNVIDIA Corporation's Q3 earnings showcased a 93.6% Y/Y revenue increase, driven by data center growth, indicating continued aggressive business expansion amid the generative AI revolution.The generative AI market's projected growth, with estimates reaching $1.20 trillion by 2032, positions NVIDIA to dominate the AI chips market for years.Despite geopolitical risks, NVIDIA's lack of formidable competition and the ramp-up of Blackwell shipments suggest significant upside potential for its stock.BING-JHEN HONGNVIDIA Corporation (NASDAQ:NVDA) (NEOE:NVDA:CA) is at a turning point. The latest successful earnings report for Q3 indicated that despite the impressive performance in the past two years, the company’s growth story is far from being over, and further growth of its business is almost guaranteed at this point. Its business continues to grow at an aggressive rate at a time when the generative AI revolution is still in its infancy. Meanwhile, the lack of formidable competition makes it possible for Nvidia to dominate the AI chips market for years, if not decades, to come. Although geopolitical risks will haunt the company for a while, at this point the upside to Nvidia’s business and its shares remains significant. That is why I’m optimistic about the company’s future and continue to believe that Nvidia is a BUY at this stage.The Growth Is Not Over YetA month before Nvidia reported its Q3 earnings results, I published my latest bullish article on the company, which highlighted the recent results of the company’s suppliers, customers, and competitors. Those results hinted at a possibility that Nvidia would also show an exceptional performance in Q3 as the demand for AI chips remains significant. Since the publication of that article, Nvidia’s shares have appreciated by ~9% and the company indeed reported stellar numbers for Q3.Nvidia’s Q3 earnings report came out just a couple of weeks ago, and it indicated that its revenues increased by 93.6% Y/Y to $35.08 billion and were above the expectations by $1.95 billion. Such results primarily were achieved by the impressive growth of the company’s data center business, which saw its revenues increase by 112% Y/Y. The non-GAAP EPS of $0.81 was also above the expectations by $0.06. While those results are certainly impressive, we can safely say that Nvidia’s business will continue to grow at an aggressive rate for years to come.This is primarily because the generative AI revolution is still in its infancy. To this day, enterprises continue to implement various generative AI tools within their organizations to revolutionize their workflows, while governments are also in the middle of building their national AI infrastructure.The more conservative reports suggest that the generative AI industry will be worth ~$36 billion by the end of this year and over $350 billion by the end of this decade. Bloomberg is more optimistic and believes that the generative AI market will be worth $137 billion by the end of 2024 and $1.20 trillion by 2032. What’s more important is that most of the reports indicate that the generative AI industry will grow at a CAGR greater than 40% in the following years, which suggests that the industry’s golden days are still ahead of it.This is certainly a positive thing for Nvidia, which is expected to ramp up the shipments of its current flagship AI accelerators from the Blackwell series. In the latest conference call, Nvidia’s management said that the demand for Blackwell is staggering, and the initial revenue estimates for its flagship chips will be exceeded by several billion dollars as the demand greatly exceeds supply.What’s more significant is that as Nvidia aggressively scales its business, the competition is nowhere near in sight. There are different reports about the release of custom AI chips by hyperscalers such as Amazon (AMZN), but they are unlikely to dethrone Nvidia from its leadership spot anytime soon. After all, Nvidia continued to ship its chips to Microsoft (MSFT), Google (GOOG, GOOGL), Amazon, and other cloud providers in Q3.At the same time, Intel’s (INTC) AI chip from the Gaudi series is unlikely to reach a goal of $500 million in sales this year, while Advanced Micro Devices (AMD) expects to sell only ~$5 billion worth of GPUs this year.Those are fairly minuscule numbers when compared to how much Nvidia makes each quarter. As we know from the latest earnings call, the ramp-up of Blackwell in Q4 is expected to drive incremental revenue of several billion dollars, while the overall revenue in Q4 is forecasted to be ~$37.5 billion, above the consensus of $37.04 billion. Therefore, Nvidia will likely continue to scale its business at an aggressive rate without many problems.It's also safe to say that after an impressive performance in Q3 and upbeat guidance for Q4, Nvidia’s stock is undervalued at this stage. My latest valuation model from the previous article showed that the company’s fair value is $145.54 per share. However, I noted that some assumptions in that model could be conservative given the aggressive growth of the company in the past.Below is the updated model, which better reflects Nvidia’s current state of affairs. The revenue growth assumptions for FY25 and FY26 have been increased and now closely mirror the overall Street estimates. The ramping of Blackwell shipments in the upcoming quarters should greatly scale the company’s sales and result in better growth in the foreseeable future. For FY27 and beyond, the growth rate remained the same as before. The EBIT as a percentage of revenue also hasn’t changed much and closely correlates with the overall expectations. The tax rate has been slightly decreased as the management guided for an effective tax rate of 16.5% in the last earnings call, while the potential Trump tax reform could also decrease corporate taxes. All the other assumptions remained the same as before.Nvidia's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows that Nvidia’s fair value is $163.45 per share, which is above the previous calculations and the current market price.Nvidia's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)The street is even more optimistic and gives Nvidia a consensus price target of $171.18 per share. Therefore, it’s safe to say that Nvidia’s stock still has an upside at the current price.Nvidia's Consensus Price Target (Seeking Alpha)Risks To ConsiderOne of the biggest issues with Nvidia is that its stock is priced for perfection. The company needs to constantly provide significant ‘beat and raise’ results to satisfy the market. Although the Q3 results were impressive, the Street expected a greater outlook for Q4. This is one of the reasons why Nvidia’s shares have depreciated after the Q3 results were revealed two weeks ago. Although the long-term picture looks solid and there’s a possibility that the stock will rebound once Nvidia scales the shipments of Blackwell, investors nevertheless should not expect a straightforward appreciation of the company’s shares even if earnings results are impressive.There’s also a possibility that the escalation of the ongoing Sino-American trade war could affect Nvidia’s performance. Recently, the United States revealed new chip-related export restrictions that are targeting China, which prompted Beijing to retaliate and ban exports of some microchip elements. Considering that the supply of advanced chips is already constrained, the creation of additional supply issues as a result of new export restrictions could prevent Nvidia from ramping up shipments and meeting its sales outlook in the future.Finally, if the trade war escalates even further after President-elect Trump is sworn in as the President of the United States in January and implements new tariffs, then the global economy could contract. This would negatively impact the demand side as well. This is something that investors need to keep in mind before deciding whether to invest in Nvidia or not.The Bottom LineAlthough some challenges and issues will haunt Nvidia for years to come, the company at this point has plenty of growth opportunities that outweigh major risks. It has a formidable lineup of AI chips that are dominating the market. The lack of major competition at this stage creates an opportunity for the company to benefit the most from the ever-increasing demand for accelerators that power the ongoing generative AI revolution.Nvidia’s stock also has plenty of upside at the current price, as the business seems to be undervalued. The potential ramp-up of Blackwell in Q4 could help the company once again exceed expectations and result in a major appreciation of Nvidia’s shares, as was the case plenty of times in the past two years. That is why Nvidia remains a solid BUY for me, and I have no plans to unwind my long position in the company anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378557672976648,"gmtCreate":1733449125415,"gmtModify":1733449127304,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378557672976648","repostId":"378609623875984","repostType":1,"repost":{"id":378609623875984,"gmtCreate":1733443239470,"gmtModify":1733477368086,"author":{"id":"4118987771438342","authorId":"4118987771438342","name":"pretiming","avatar":"https://community-static.tradeup.com/news/1f75b6bd0b761b1685abd21276b814cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118987771438342","idStr":"4118987771438342"},"themes":[],"title":"TSLA: Trend Reversal Potential Rising","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","text":"$Tesla Motors(TSLA)$ Market OverviewTSLA Closing Price: $357.9 (+1.85%)Current Trend Zone: BearishInvestment Position:Long-term: Sell and ObserveShort-term: NeutralTSLA remains in a Bearish Zone, characterized by downward trends with periodic upward rebounds. However, the potential for a trend reversal toward the Bullish Zone is increasing, prompting a need for strategic adjustments in the near term.Long-Term Investment StrategyTrend Zone Insights:The Bearish Zone presents heightened risks with a strong likelihood of downward price movements. In such conditions, maintaining a Sell and Observe stance helps mitigate losses while preparing for a potential reentry into the market when trends shift bullish.Strategic Recommendations:Position: Sell and O","images":[{"img":"https://community-static.tradeup.com/news/280bd37bfd3f6b5ef90a19bcccdf2da7","width":"1427","height":"937"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378609623875984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378024448213136,"gmtCreate":1733319158148,"gmtModify":1733319162229,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"what is your thoughts?","listText":"what is your thoughts?","text":"what is your thoughts?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378024448213136","repostId":"1180472314","repostType":2,"repost":{"id":"1180472314","kind":"news","pubTimestamp":1733309230,"share":"https://ttm.financial/m/news/1180472314?lang=&edition=fundamental","pubTime":"2024-12-04 18:47","market":"us","language":"en","title":"Palantir: Long Way Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1180472314","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving","content":"<html><head></head><body><h2 id=\"id_1837729091\">Summary</h2><ul style=\"\"><li><p>Palantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.</p></li><li><p>The company&#39;s fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.</p></li><li><p>Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.</p></li><li><p>Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.</p></li><li><p>I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.</p></li></ul><p>Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dcce018e428282dc5758b501a617931\" alt=\"Finviz Chart\" title=\"Finviz Chart\" tg-width=\"1280\" tg-height=\"440\"/><span>Finviz Chart</span></p><h2 id=\"id_4162667494\">Learn The Value</h2><p>Palantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.</p><p>The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.</p><p>Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.</p><p>An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.</p><p>Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.</p><p><em>Improving Fundamentals</em></p><p>Palantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.</p><p>In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.</p><p>Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bbfadf7244ccb992c1f76b187fad650\" alt=\"Source: Palantir Tech. Q3&#39;24 presentation\" title=\"Source: Palantir Tech. Q3&#39;24 presentation\" tg-width=\"640\" tg-height=\"287\"/><span>Source: Palantir Tech. Q3&#39;24 presentation</span></p><p>The company grew sequential accounts by just 9% in Q3 &#39;24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.</p><p><em>Multiple Expansion</em></p><p>Most investors don&#39;t seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.</p><p>Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.</p><p>Palantir and <strong>Meta Platforms</strong> (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81d8c8388ca54bef84910cee5df38683\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"470\"/><span>Data by YCharts</span></p><p>The equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn&#39;t overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.</p><p>Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn&#39;t provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/712403af993281dc025a5ccade948c67\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Palantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.</p><h3 id=\"id_1203048867\">Dead Money</h3><p>The company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2b42a5a08305251ed687690d2b4525cf\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"141\"/><span>Source: Seeking Alpha</span></p><p><strong>Snowflake</strong> (SNOW),<strong> Salesforce</strong> (CRM), and <strong>CrowdStrike</strong> (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02b13e3a822053f9eb490cac81a32ab8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"504\"/><span>Data by YCharts</span></p><p>Snowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.</p><p>The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.</p><p>If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.</p><h2 id=\"id_1830845348\">Takeaway</h2><p>The key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.</p><p>Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Long Way Down</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: Long Way Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 18:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741896-palantir-long-way-down><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving...</p>\n\n<a href=\"https://seekingalpha.com/article/4741896-palantir-long-way-down\">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/4741896-palantir-long-way-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180472314","content_text":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.Finviz ChartLearn The ValuePalantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.Improving FundamentalsPalantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.Source: Palantir Tech. Q3'24 presentationThe company grew sequential accounts by just 9% in Q3 '24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.Multiple ExpansionMost investors don't seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.Palantir and Meta Platforms (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.Data by YChartsThe equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn't overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn't provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.Data by YChartsPalantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.Dead MoneyThe company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.Source: Seeking AlphaSnowflake (SNOW), Salesforce (CRM), and CrowdStrike (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.Data by YChartsSnowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.TakeawayThe key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375536128286824,"gmtCreate":1732687063758,"gmtModify":1732687067227,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097750616227020","idStr":"4097750616227020"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375536128286824","repostId":"373016769499344","repostType":1,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}