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10-21

PLTR 10X better then this .....

Anthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports

2025-08-19

Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...

Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is "Generous"

2025-08-15

Hahaha,, let him try .... mayb will his last 🤣🤣

GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'

Go to Tiger App to see more news

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10X better then this .....&nbsp;","listText":"PLTR 10X better then this .....&nbsp;","text":"PLTR 10X better then this .....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620581432930304","repostId":"2677615255","repostType":2,"repost":{"id":"2677615255","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1792539600,"share":"https://ttm.financial/m/news/2677615255?lang=en_US&edition=fundamental","pubTime":"2026-10-21 07:40","market":"us","language":"en","title":"Anthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2677615255","media":"Reuters","summary":"Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity.","content":"<html><head></head><body><p>Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.</p><p>The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.</p><p>The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.</p><p>Anthropic&#39;s revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.</p><p>Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.</p><h2 id=\"id_1381018348\" style=\"text-align: start;\">ANTHROPIC&#39;S IPO VALUATION UNDER SCRUTINY</h2><p>Reuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.</p><p>The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.</p><p>But some current investors and prospective investors who attended Anthropic&#39;s investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.</p><p>The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.</p><p>Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.</p><p>A cooler reception ⁠for Anthropic&#39;s IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale&#39;s success, ahead of rival OpenAI&#39;s potential listing next year.</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\" 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.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\">\nAnthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-10-21 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.</p><p>The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.</p><p>The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.</p><p>Anthropic&#39;s revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.</p><p>Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.</p><h2 id=\"id_1381018348\" style=\"text-align: start;\">ANTHROPIC&#39;S IPO VALUATION UNDER SCRUTINY</h2><p>Reuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.</p><p>The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.</p><p>But some current investors and prospective investors who attended Anthropic&#39;s investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.</p><p>The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.</p><p>Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.</p><p>A cooler reception ⁠for Anthropic&#39;s IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale&#39;s success, ahead of rival OpenAI&#39;s potential listing next year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ANT":"Anthropic"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261020:nL4N4661JK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677615255","content_text":"Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.Anthropic's revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.ANTHROPIC'S IPO VALUATION UNDER SCRUTINYReuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.But some current investors and prospective investors who attended Anthropic's investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.A cooler reception ⁠for Anthropic's IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale's success, ahead of rival OpenAI's potential listing next year.","news_type":1,"symbols_score_info":{"ANT":1.1}},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469436709646760,"gmtCreate":1755601616620,"gmtModify":1755609308204,"author":{"id":"3565991901759331","authorId":"3565991901759331","name":"Lucas7606","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565991901759331","idStr":"3565991901759331"},"themes":[],"title":"","htmlText":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...&nbsp;","listText":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...&nbsp;","text":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469436709646760","repostId":"2560135532","repostType":2,"repost":{"id":"2560135532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"nz","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","PLTR":"Palantir","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467884038041928,"gmtCreate":1755228676674,"gmtModify":1755234283628,"author":{"id":"3565991901759331","authorId":"3565991901759331","name":"Lucas7606","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565991901759331","idStr":"3565991901759331"},"themes":[],"title":"","htmlText":"Hahaha,, let him try .... mayb will his last 🤣🤣","listText":"Hahaha,, let him try .... mayb will his last 🤣🤣","text":"Hahaha,, let him try .... mayb will his last 🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467884038041928","repostId":"2559982063","repostType":2,"repost":{"id":"2559982063","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1755224923,"share":"https://ttm.financial/m/news/2559982063?lang=en_US&edition=fundamental","pubTime":"2025-08-15 10:28","market":"us","language":"en","title":"GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'","url":"https://stock-news.laohu8.com/highlight/detail?id=2559982063","media":"Benzinga Earnings","summary":"Andrew Left took on retail investors by shorting GameStop in 2021. The Citron Research founder is back and shorting popular retail stock Palantir.","content":"<html><head></head><body><p><strong>Citron Research </strong>founder and famed short seller <strong>Andrew Left</strong> announced a new short pick on Wednesday during an appearance on Fox Business.</p><p>The short seller who previously targeted retail investors by shorting <strong>GameStop Corporation</strong> <a href=\"https://laohu8.com/S/GME\">GME</a> is now targeting the same group of investors by shorting <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></strong>, a popular retail darling.</p><p><strong>What Happened:</strong> Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.</p><p>Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.</p><p>A change of heart has led Citron to issue both long and short calls on stocks.</p><p>On Wednesday, Left announced he was short Palantir, calling the company &#34;beyond overvalued.&#34;</p><p>&#34;It&#39;s become a retail darling,&#34; Left said during an interview with Fox Business.</p><p>Left said it&#39;s become obvious the stock is overvalued based on metrics and highlighted that he&#39;s not a hater of the company by shorting the stock.</p><p>&#34;I like Alex Karp, I like Alex Karp&#39;s politics, I like Alex Karp as a person,&#34; Left said of the Palantir CEO.</p><p>Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.</p><p>&#34;It&#39;s become so absurd.&#34;</p><p>Fox Business host<strong> Liz Claman</strong> highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.</p><p>The Citron Research founder said you can&#39;t be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.</p><p>Left said the stock could go higher and he doesn&#39;t expect to be right all the time or call the top on the stock perfectly.</p><p>&#34;The stock does not really get cheap until it&#39;s $40, $50.&#34;</p><p>Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.</p><p><strong>Why It&#39;s Important:</strong> Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a></strong> stock is up 34% and <strong><a href=\"https://laohu8.com/S/FSLR\">First Solar</a></strong> stock is up 52% since Left&#39;s call out of those two names on the show back in April.</p><p>Left said he is long Amazon and long<strong> Apple Inc</strong>, which, alongside being short Palantir, are part of his &#34;balanced portfolio.&#34;</p><p>In April, when investors were panicking about news of President <strong>Donald Trump</strong>&#39;s tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.</p><p>&#34;I thought that Trump knew what he was doing,&#34; Left said.</p><p>He highlighted one of his favorite stock picks during the interview, calling out <a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> RKT, which he previously described as the potential &#34;Amazon of housing.&#34;</p><p>The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.</p><p>Left also said watch out for <strong>Databricks </strong>when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.</p><p><strong>PLTR Price Action</strong>: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.</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>GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2025-08-15 10:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Citron Research </strong>founder and famed short seller <strong>Andrew Left</strong> announced a new short pick on Wednesday during an appearance on Fox Business.</p><p>The short seller who previously targeted retail investors by shorting <strong>GameStop Corporation</strong> <a href=\"https://laohu8.com/S/GME\">GME</a> is now targeting the same group of investors by shorting <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></strong>, a popular retail darling.</p><p><strong>What Happened:</strong> Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.</p><p>Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.</p><p>A change of heart has led Citron to issue both long and short calls on stocks.</p><p>On Wednesday, Left announced he was short Palantir, calling the company &#34;beyond overvalued.&#34;</p><p>&#34;It&#39;s become a retail darling,&#34; Left said during an interview with Fox Business.</p><p>Left said it&#39;s become obvious the stock is overvalued based on metrics and highlighted that he&#39;s not a hater of the company by shorting the stock.</p><p>&#34;I like Alex Karp, I like Alex Karp&#39;s politics, I like Alex Karp as a person,&#34; Left said of the Palantir CEO.</p><p>Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.</p><p>&#34;It&#39;s become so absurd.&#34;</p><p>Fox Business host<strong> Liz Claman</strong> highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.</p><p>The Citron Research founder said you can&#39;t be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.</p><p>Left said the stock could go higher and he doesn&#39;t expect to be right all the time or call the top on the stock perfectly.</p><p>&#34;The stock does not really get cheap until it&#39;s $40, $50.&#34;</p><p>Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.</p><p><strong>Why It&#39;s Important:</strong> Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a></strong> stock is up 34% and <strong><a href=\"https://laohu8.com/S/FSLR\">First Solar</a></strong> stock is up 52% since Left&#39;s call out of those two names on the show back in April.</p><p>Left said he is long Amazon and long<strong> Apple Inc</strong>, which, alongside being short Palantir, are part of his &#34;balanced portfolio.&#34;</p><p>In April, when investors were panicking about news of President <strong>Donald Trump</strong>&#39;s tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.</p><p>&#34;I thought that Trump knew what he was doing,&#34; Left said.</p><p>He highlighted one of his favorite stock picks during the interview, calling out <a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> RKT, which he previously described as the potential &#34;Amazon of housing.&#34;</p><p>The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.</p><p>Left also said watch out for <strong>Databricks </strong>when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.</p><p><strong>PLTR Price Action</strong>: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4534":"瑞士信贷持仓","PLTR":"Palantir"},"source_url":"https://www.benzinga.com/trading-ideas/short-ideas/25/08/47107749/gamestop-short-seller-andrew-left-is-taking-on-retail-investors-again-now-says-palantir-stock-is-beyond-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559982063","content_text":"Citron Research founder and famed short seller Andrew Left announced a new short pick on Wednesday during an appearance on Fox Business.The short seller who previously targeted retail investors by shorting GameStop Corporation GME is now targeting the same group of investors by shorting Palantir Technologies, a popular retail darling.What Happened: Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.A change of heart has led Citron to issue both long and short calls on stocks.On Wednesday, Left announced he was short Palantir, calling the company \"beyond overvalued.\"\"It's become a retail darling,\" Left said during an interview with Fox Business.Left said it's become obvious the stock is overvalued based on metrics and highlighted that he's not a hater of the company by shorting the stock.\"I like Alex Karp, I like Alex Karp's politics, I like Alex Karp as a person,\" Left said of the Palantir CEO.Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.\"It's become so absurd.\"Fox Business host Liz Claman highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.The Citron Research founder said you can't be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.Left said the stock could go higher and he doesn't expect to be right all the time or call the top on the stock perfectly.\"The stock does not really get cheap until it's $40, $50.\"Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.Why It's Important: Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.Amazon.com Inc stock is up 34% and First Solar stock is up 52% since Left's call out of those two names on the show back in April.Left said he is long Amazon and long Apple Inc, which, alongside being short Palantir, are part of his \"balanced portfolio.\"In April, when investors were panicking about news of President Donald Trump's tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.\"I thought that Trump knew what he was doing,\" Left said.He highlighted one of his favorite stock picks during the interview, calling out Rocket Companies RKT, which he previously described as the potential \"Amazon of housing.\"The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.Left also said watch out for Databricks when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.PLTR Price Action: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":620581432930304,"gmtCreate":1792539750839,"gmtModify":1792542646223,"author":{"id":"3565991901759331","authorId":"3565991901759331","name":"Lucas7606","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565991901759331","authorIdStr":"3565991901759331"},"themes":[],"title":"","htmlText":"PLTR 10X better then this .....&nbsp;","listText":"PLTR 10X better then this .....&nbsp;","text":"PLTR 10X better then this .....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620581432930304","repostId":"2677615255","repostType":2,"repost":{"id":"2677615255","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1792539600,"share":"https://ttm.financial/m/news/2677615255?lang=en_US&edition=fundamental","pubTime":"2026-10-21 07:40","market":"us","language":"en","title":"Anthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2677615255","media":"Reuters","summary":"Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity.","content":"<html><head></head><body><p>Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.</p><p>The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.</p><p>The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.</p><p>Anthropic&#39;s revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.</p><p>Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.</p><h2 id=\"id_1381018348\" style=\"text-align: start;\">ANTHROPIC&#39;S IPO VALUATION UNDER SCRUTINY</h2><p>Reuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.</p><p>The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.</p><p>But some current investors and prospective investors who attended Anthropic&#39;s investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.</p><p>The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.</p><p>Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.</p><p>A cooler reception ⁠for Anthropic&#39;s IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale&#39;s success, ahead of rival OpenAI&#39;s potential listing next year.</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>Anthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports</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\">\nAnthropic Logged Net Loss of over $80 Billion in First Half of 2026, WSJ Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-10-21 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.</p><p>The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.</p><p>The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.</p><p>Anthropic&#39;s revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.</p><p>Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.</p><h2 id=\"id_1381018348\" style=\"text-align: start;\">ANTHROPIC&#39;S IPO VALUATION UNDER SCRUTINY</h2><p>Reuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.</p><p>The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.</p><p>But some current investors and prospective investors who attended Anthropic&#39;s investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.</p><p>The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.</p><p>Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.</p><p>A cooler reception ⁠for Anthropic&#39;s IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale&#39;s success, ahead of rival OpenAI&#39;s potential listing next year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ANT":"Anthropic"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261020:nL4N4661JK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677615255","content_text":"Oct 20 (Reuters) - Anthropic reported a net loss of more than $80 billion in the first half of the year and signaled it could spend as much as $750 billion in the coming years to secure more computing capacity, the Wall Street ‌Journal reported on Tuesday.The loss, up from $13 billion a year earlier, was driven by $72 billion in accounting charges tied to changes in the value of financial instruments Anthropic issued to raise money, the report said, citing a draft prospectus for its IPO.The figures show the hefty costs of the AI race even as investors look harder at whether the money ⁠companies are pouring into chips and data centers will pay off.Anthropic's revenue jumped to $16.3 billion in the six months ended June 30 from $1.1 billion a year ago, while AI infrastructure spending nearly quadrupled to almost $9 billion, the Journal said.Anthropic did not respond to a request for comment and Reuters could not immediately verify the report.ANTHROPIC'S IPO VALUATION UNDER SCRUTINYReuters reported first in September that Anthropic posted a net loss of $42 billion in 2025, as part of a series of exclusives from its IPO prospectus.The company has benefited from the popularity of Claude Code, ‌its ⁠coding assistant that developers use to write software and build apps.But some current investors and prospective investors who attended Anthropic's investor day last week are weighing a lower valuation for the AI company after its latest financial disclosures, four people familiar with the matter had told Reuters.The investors ⁠who attended the event in San Francisco discussed a valuation of around $1.5 trillion, three of the people had said, a significant step down from the roughly $2 trillion valuation previously expected for the November share sale.Anthropic told ⁠investors at the meeting that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, and that it was profitable on an adjusted basis during the quarter.A cooler reception ⁠for Anthropic's IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale's success, ahead of rival OpenAI's potential listing next year.","news_type":1,"symbols_score_info":{"ANT":1.1}},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469436709646760,"gmtCreate":1755601616620,"gmtModify":1755609308204,"author":{"id":"3565991901759331","authorId":"3565991901759331","name":"Lucas7606","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565991901759331","authorIdStr":"3565991901759331"},"themes":[],"title":"","htmlText":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...&nbsp;","listText":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...&nbsp;","text":"Show us the short call, talk is cheap... try to short it if u dare ... 🥹🥹...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469436709646760","repostId":"2560135532","repostType":2,"repost":{"id":"2560135532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"nz","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","PLTR":"Palantir","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467884038041928,"gmtCreate":1755228676674,"gmtModify":1755234283628,"author":{"id":"3565991901759331","authorId":"3565991901759331","name":"Lucas7606","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565991901759331","authorIdStr":"3565991901759331"},"themes":[],"title":"","htmlText":"Hahaha,, let him try .... mayb will his last 🤣🤣","listText":"Hahaha,, let him try .... mayb will his last 🤣🤣","text":"Hahaha,, let him try .... mayb will his last 🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467884038041928","repostId":"2559982063","repostType":2,"repost":{"id":"2559982063","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1755224923,"share":"https://ttm.financial/m/news/2559982063?lang=en_US&edition=fundamental","pubTime":"2025-08-15 10:28","market":"us","language":"en","title":"GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'","url":"https://stock-news.laohu8.com/highlight/detail?id=2559982063","media":"Benzinga Earnings","summary":"Andrew Left took on retail investors by shorting GameStop in 2021. The Citron Research founder is back and shorting popular retail stock Palantir.","content":"<html><head></head><body><p><strong>Citron Research </strong>founder and famed short seller <strong>Andrew Left</strong> announced a new short pick on Wednesday during an appearance on Fox Business.</p><p>The short seller who previously targeted retail investors by shorting <strong>GameStop Corporation</strong> <a href=\"https://laohu8.com/S/GME\">GME</a> is now targeting the same group of investors by shorting <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></strong>, a popular retail darling.</p><p><strong>What Happened:</strong> Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.</p><p>Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.</p><p>A change of heart has led Citron to issue both long and short calls on stocks.</p><p>On Wednesday, Left announced he was short Palantir, calling the company &#34;beyond overvalued.&#34;</p><p>&#34;It&#39;s become a retail darling,&#34; Left said during an interview with Fox Business.</p><p>Left said it&#39;s become obvious the stock is overvalued based on metrics and highlighted that he&#39;s not a hater of the company by shorting the stock.</p><p>&#34;I like Alex Karp, I like Alex Karp&#39;s politics, I like Alex Karp as a person,&#34; Left said of the Palantir CEO.</p><p>Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.</p><p>&#34;It&#39;s become so absurd.&#34;</p><p>Fox Business host<strong> Liz Claman</strong> highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.</p><p>The Citron Research founder said you can&#39;t be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.</p><p>Left said the stock could go higher and he doesn&#39;t expect to be right all the time or call the top on the stock perfectly.</p><p>&#34;The stock does not really get cheap until it&#39;s $40, $50.&#34;</p><p>Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.</p><p><strong>Why It&#39;s Important:</strong> Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a></strong> stock is up 34% and <strong><a href=\"https://laohu8.com/S/FSLR\">First Solar</a></strong> stock is up 52% since Left&#39;s call out of those two names on the show back in April.</p><p>Left said he is long Amazon and long<strong> Apple Inc</strong>, which, alongside being short Palantir, are part of his &#34;balanced portfolio.&#34;</p><p>In April, when investors were panicking about news of President <strong>Donald Trump</strong>&#39;s tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.</p><p>&#34;I thought that Trump knew what he was doing,&#34; Left said.</p><p>He highlighted one of his favorite stock picks during the interview, calling out <a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> RKT, which he previously described as the potential &#34;Amazon of housing.&#34;</p><p>The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.</p><p>Left also said watch out for <strong>Databricks </strong>when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.</p><p><strong>PLTR Price Action</strong>: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.</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>GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2025-08-15 10:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Citron Research </strong>founder and famed short seller <strong>Andrew Left</strong> announced a new short pick on Wednesday during an appearance on Fox Business.</p><p>The short seller who previously targeted retail investors by shorting <strong>GameStop Corporation</strong> <a href=\"https://laohu8.com/S/GME\">GME</a> is now targeting the same group of investors by shorting <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></strong>, a popular retail darling.</p><p><strong>What Happened:</strong> Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.</p><p>Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.</p><p>A change of heart has led Citron to issue both long and short calls on stocks.</p><p>On Wednesday, Left announced he was short Palantir, calling the company &#34;beyond overvalued.&#34;</p><p>&#34;It&#39;s become a retail darling,&#34; Left said during an interview with Fox Business.</p><p>Left said it&#39;s become obvious the stock is overvalued based on metrics and highlighted that he&#39;s not a hater of the company by shorting the stock.</p><p>&#34;I like Alex Karp, I like Alex Karp&#39;s politics, I like Alex Karp as a person,&#34; Left said of the Palantir CEO.</p><p>Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.</p><p>&#34;It&#39;s become so absurd.&#34;</p><p>Fox Business host<strong> Liz Claman</strong> highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.</p><p>The Citron Research founder said you can&#39;t be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.</p><p>Left said the stock could go higher and he doesn&#39;t expect to be right all the time or call the top on the stock perfectly.</p><p>&#34;The stock does not really get cheap until it&#39;s $40, $50.&#34;</p><p>Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.</p><p><strong>Why It&#39;s Important:</strong> Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a></strong> stock is up 34% and <strong><a href=\"https://laohu8.com/S/FSLR\">First Solar</a></strong> stock is up 52% since Left&#39;s call out of those two names on the show back in April.</p><p>Left said he is long Amazon and long<strong> Apple Inc</strong>, which, alongside being short Palantir, are part of his &#34;balanced portfolio.&#34;</p><p>In April, when investors were panicking about news of President <strong>Donald Trump</strong>&#39;s tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.</p><p>&#34;I thought that Trump knew what he was doing,&#34; Left said.</p><p>He highlighted one of his favorite stock picks during the interview, calling out <a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a> RKT, which he previously described as the potential &#34;Amazon of housing.&#34;</p><p>The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.</p><p>Left also said watch out for <strong>Databricks </strong>when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.</p><p><strong>PLTR Price Action</strong>: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4534":"瑞士信贷持仓","PLTR":"Palantir"},"source_url":"https://www.benzinga.com/trading-ideas/short-ideas/25/08/47107749/gamestop-short-seller-andrew-left-is-taking-on-retail-investors-again-now-says-palantir-stock-is-beyond-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559982063","content_text":"Citron Research founder and famed short seller Andrew Left announced a new short pick on Wednesday during an appearance on Fox Business.The short seller who previously targeted retail investors by shorting GameStop Corporation GME is now targeting the same group of investors by shorting Palantir Technologies, a popular retail darling.What Happened: Left famously shorted GameStop stock in 2021 before the stock went parabolic with a surge of retail traders pouring into the video game retailer to take on hedge funds and short sellers betting against the company.Left lost money on his GameStop trade and once said that Citron would stop issuing short reports on companies.A change of heart has led Citron to issue both long and short calls on stocks.On Wednesday, Left announced he was short Palantir, calling the company \"beyond overvalued.\"\"It's become a retail darling,\" Left said during an interview with Fox Business.Left said it's become obvious the stock is overvalued based on metrics and highlighted that he's not a hater of the company by shorting the stock.\"I like Alex Karp, I like Alex Karp's politics, I like Alex Karp as a person,\" Left said of the Palantir CEO.Left said that even if Palantir was the greatest company ever created and you assigned the highest multiple to it, the stock is still higher than that price.\"It's become so absurd.\"Fox Business host Liz Claman highlighted the forward price-to-earnings ratio of Palantir being over 200x during the interview.The Citron Research founder said you can't be a big data company like Palantir and then tell investors to ignore big data, like looking at valuation metrics and multiples.Left said the stock could go higher and he doesn't expect to be right all the time or call the top on the stock perfectly.\"The stock does not really get cheap until it's $40, $50.\"Left fought back at the notion from Claman that Palantir could be best in class in data analysis, highlighting other companies that are also doing data analysis.Why It's Important: Ahead of the short call on Palantir, Left discussed the overall stock market with Claman and also had his picks from his April interview on the show highlighted.Amazon.com Inc stock is up 34% and First Solar stock is up 52% since Left's call out of those two names on the show back in April.Left said he is long Amazon and long Apple Inc, which, alongside being short Palantir, are part of his \"balanced portfolio.\"In April, when investors were panicking about news of President Donald Trump's tariffs, Left said he saw a buying opportunity and had faith in the administration’s actions.\"I thought that Trump knew what he was doing,\" Left said.He highlighted one of his favorite stock picks during the interview, calling out Rocket Companies RKT, which he previously described as the potential \"Amazon of housing.\"The Citron Research founder said he has been long Rocket since May and sees catalysts ahead, including pent-up demand for home buying, lower mortgage rates, and the company integrating AI into its operations to improve efficiency.Left also said watch out for Databricks when the company goes public based on recent valuations. The short seller said the company is a direct competitor to Palantir, but has more customers.PLTR Price Action: Palantir stock was down 1.4% to $184.37 on Wednesday. Shares hit a new all-time high of $189.46 during the intraday trading session. Palantir stock is up 145% year-to-date in 2025, and shares are up 506% over the last year.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}