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02-02 23:59

$Apple(AAPL)$ Still holding on when the negative news pouring all over 😇

01-28

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World’s Richest People Lose $108 Billion After DeepSeek Selloff

01-23

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

01-22

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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]

Nvidia: This Is Only The Beginning

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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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397389163766424","repostId":"2506536107","repostType":2,"repost":{"id":"2506536107","kind":"highlight","pubTimestamp":1738040663,"share":"https://ttm.financial/m/news/2506536107?lang=&edition=fundamental","pubTime":"2025-01-28 13:04","market":"us","language":"en","title":"World’s Richest People Lose $108 Billion After DeepSeek Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2506536107","media":"Bloomberg","summary":"The world’s 500 richest people, led by Nvidia Corp. co-founder Jensen Huang, lost a combined $108 billion on Monday as a tech-led selloff tied to Chinese AI developer DeepSeek sent major indices plunging.","content":"<html><head></head><body><p>(Bloomberg) -- The world’s 500 richest people, led by Nvidia Corp. co-founder Jensen Huang, lost a combined $108 billion on Monday as a tech-led selloff tied to Chinese AI developer DeepSeek sent major indices plunging.</p><p>Billionaires whose fortunes are linked to artificial intelligence were the biggest losers: Huang saw his fortune fall $20.1 billion, a 20% drop, while <a href=\"https://laohu8.com/S/OCLCF\">Oracle Corp.</a> co-founder Larry Ellison’s $22.6 billion loss was larger in absolute terms, but represented just 12% of his fortune, according to the Bloomberg Billionaires Index. Dell Inc.’s Michael Dell lost $13 billion, and Binance Holdings Ltd. co-founder Changpeng “CZ” Zhao shaved $12.1 billion.</p><p>Tech-sector titans as a group saw $94 billion of wealth evaporate — roughly 85% of the Bloomberg index’s total decline. The Nasdaq Composite Index fell 3.1%, and the S&amp;P 500 dropped 1.5%.</p><p>Hangzhou-based DeepSeek has been developing AI models since 2023, but the company first came onto the radar of many Western investors this weekend as its free DeepSeek R1 chatbot app topped download charts worldwide. So many new users piled in that DeepSeek struggled to keep the app online, suffering outages and forcing it to restrict signups to users with Chinese phone numbers.</p><p>DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models. That delivered a serious blow to billionaires whose fortunes are tied to the Western AI supply chain that’s been the equities market’s biggest driver over the past two years.</p><h3 id=\"id_2361236393\">Similar Playbook</h3><p>Soaring valuations for so-called AI hyperscalers — including Meta Platforms Inc., Alphabet Inc. and Microsoft Corp. — have generated billions in wealth for their owners since OpenAI unveiled ChatGPT in November 2022. These companies have for the most part operated on a similar playbook: Spend huge sums to develop and run AI systems by hoarding top-of-the-line semiconductors and the energy supplies needed to run them.</p><p>Meta Chief Executive Officer Mark Zuckerberg announced Friday that the company planned to spend $60 billion to $65 billion on projects related to AI this year, well above Wall Street estimates. Capital spending across all Big Tech firms is on pace to reach $200 billion in 2025, according to a Bloomberg Intelligence report. </p><p>Despite limited revenue to show for all their investment so far, markets have rewarded US tech stocks with record-high valuations, which have in turn generated historic wealth gains for their owners. Nvidia has stood out as the AI boom’s biggest single winner so far, with Huang’s net worth increasing almost eight-fold to $121 billion since the start of 2023 through Friday. Zuckerberg’s fortune soared 385% to $229 billion over the same period and Amazon.com Inc.’s Jeff Bezos gained 133% to $254 billion.</p><p>While Huang and Ellison suffered losses, other major tech billionaires’ fortunes escaped unscathed. Zuckerberg’s net worth ended the day up, gaining $4.3 billion as Meta rebounded from an early-session decline. Bezos’ wealth climbed by about $632 million.</p><h3 id=\"id_1401346313\">Capital Spending</h3><p>The fact that DeepSeek was able to develop a free model that potentially rivals or beats competitors including ChatGPT and Anthropic’s Claude at a fraction of the development cost led investors to question the logic behind Silicon Valley’s dependence on capital spending.</p><p>A key reason why DeepSeek didn’t rely on big investment and top-of-the-line chips to develop its model is that Chinese firms have had limited access to the powerful GPUs, or graphics processing units, most Western companies rely on ever since the US government instituted strict export controls on the most advanced chips.</p><p>In an interview with CNBC last week, Alexandr Wang, CEO of training data provider Scale AI, said that despite the export controls, DeepSeek and other Chinese developers likely have more GPUs than Silicon Valley is aware of.</p><p>“The Chinese labs have more H100s than people think,” Wang said, referring to Nvidia’s top-of-the-line AI chip. “My understanding is that DeepSeek has about 50,000 H100s, which they can’t talk about, obviously, because it’s against the export controls that the US has in place.”</p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>World’s Richest People Lose $108 Billion After DeepSeek Selloff</title>\n<style 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}\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\">\nWorld’s Richest People Lose $108 Billion After DeepSeek Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 13:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bnnbloomberg.ca/business/technology/2025/01/27/worlds-richest-people-lose-108-billion-after-deepseek-selloff/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The world’s 500 richest people, led by Nvidia Corp. co-founder Jensen Huang, lost a combined $108 billion on Monday as a tech-led selloff tied to Chinese AI developer DeepSeek sent ...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/business/technology/2025/01/27/worlds-richest-people-lose-108-billion-after-deepseek-selloff/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","NVD2.UK":"2X NVIDIA ETP","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","NVIW.SI":"NVDA 3xLongSG261006","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","NVDS.UK":"LS -1X NVIDIA","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","3NVD.UK":"LS 3X NVIDIA","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","GOOGL":"谷歌A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC"},"source_url":"https://www.bnnbloomberg.ca/business/technology/2025/01/27/worlds-richest-people-lose-108-billion-after-deepseek-selloff/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506536107","content_text":"(Bloomberg) -- The world’s 500 richest people, led by Nvidia Corp. co-founder Jensen Huang, lost a combined $108 billion on Monday as a tech-led selloff tied to Chinese AI developer DeepSeek sent major indices plunging.Billionaires whose fortunes are linked to artificial intelligence were the biggest losers: Huang saw his fortune fall $20.1 billion, a 20% drop, while Oracle Corp. co-founder Larry Ellison’s $22.6 billion loss was larger in absolute terms, but represented just 12% of his fortune, according to the Bloomberg Billionaires Index. Dell Inc.’s Michael Dell lost $13 billion, and Binance Holdings Ltd. co-founder Changpeng “CZ” Zhao shaved $12.1 billion.Tech-sector titans as a group saw $94 billion of wealth evaporate — roughly 85% of the Bloomberg index’s total decline. The Nasdaq Composite Index fell 3.1%, and the S&P 500 dropped 1.5%.Hangzhou-based DeepSeek has been developing AI models since 2023, but the company first came onto the radar of many Western investors this weekend as its free DeepSeek R1 chatbot app topped download charts worldwide. So many new users piled in that DeepSeek struggled to keep the app online, suffering outages and forcing it to restrict signups to users with Chinese phone numbers.DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models. That delivered a serious blow to billionaires whose fortunes are tied to the Western AI supply chain that’s been the equities market’s biggest driver over the past two years.Similar PlaybookSoaring valuations for so-called AI hyperscalers — including Meta Platforms Inc., Alphabet Inc. and Microsoft Corp. — have generated billions in wealth for their owners since OpenAI unveiled ChatGPT in November 2022. These companies have for the most part operated on a similar playbook: Spend huge sums to develop and run AI systems by hoarding top-of-the-line semiconductors and the energy supplies needed to run them.Meta Chief Executive Officer Mark Zuckerberg announced Friday that the company planned to spend $60 billion to $65 billion on projects related to AI this year, well above Wall Street estimates. Capital spending across all Big Tech firms is on pace to reach $200 billion in 2025, according to a Bloomberg Intelligence report. Despite limited revenue to show for all their investment so far, markets have rewarded US tech stocks with record-high valuations, which have in turn generated historic wealth gains for their owners. Nvidia has stood out as the AI boom’s biggest single winner so far, with Huang’s net worth increasing almost eight-fold to $121 billion since the start of 2023 through Friday. Zuckerberg’s fortune soared 385% to $229 billion over the same period and Amazon.com Inc.’s Jeff Bezos gained 133% to $254 billion.While Huang and Ellison suffered losses, other major tech billionaires’ fortunes escaped unscathed. Zuckerberg’s net worth ended the day up, gaining $4.3 billion as Meta rebounded from an early-session decline. Bezos’ wealth climbed by about $632 million.Capital SpendingThe fact that DeepSeek was able to develop a free model that potentially rivals or beats competitors including ChatGPT and Anthropic’s Claude at a fraction of the development cost led investors to question the logic behind Silicon Valley’s dependence on capital spending.A key reason why DeepSeek didn’t rely on big investment and top-of-the-line chips to develop its model is that Chinese firms have had limited access to the powerful GPUs, or graphics processing units, most Western companies rely on ever since the US government instituted strict export controls on the most advanced chips.In an interview with CNBC last week, Alexandr Wang, CEO of training data provider Scale AI, said that despite the export controls, DeepSeek and other Chinese developers likely have more GPUs than Silicon Valley is aware of.“The Chinese labs have more H100s than people think,” Wang said, referring to Nvidia’s top-of-the-line AI chip. “My understanding is that DeepSeek has about 50,000 H100s, which they can’t talk about, obviously, because it’s against the export controls that the US has in place.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"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,"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/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,"idStr":"10000000000010961","authorIdStr":"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":89,"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":82,"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":161,"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":239,"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":204,"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":255,"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":223,"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":1306,"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":270,"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":275,"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":270,"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":154,"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":222,"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":200,"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,"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":159,"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":182,"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":{"PLTR":"Palantir Technologies Inc."},"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":150,"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":197,"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,"idStr":"4097750616227020","authorIdStr":"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":2169,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582154836923956","authorId":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582154836923956","authorIdStr":"3582154836923956"},"content":"The shares will not drop below $39","text":"The shares will not drop below $39","html":"The shares will not drop below $39"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388128079794408,"gmtCreate":1735799335558,"gmtModify":1735894118996,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"Always having confidence in #Palantir, I hold their shares since 2021 till date.&nbsp;[ShakeHands]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$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":1306,"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":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,"idStr":"4097750616227020","authorIdStr":"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 $2.50 stock price target that I set for the software company in my last article on Palantir in May 2022. Palantir is not everything that investors thought it was, and reality is slowly sinking in.Scrapping the much-touted 30% growth target strongly suggests that the odds are stacked against Palantir at this point, and in my view, Palantir should be avoided because it is still grossly overvalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399305459785800,"gmtCreate":1738511978756,"gmtModify":1738511982629,"author":{"id":"4097750616227020","authorId":"4097750616227020","name":"Erihui","avatar":"https://community-static.tradeup.com/news/a9d511a8f8d590b52f379ce2eaa54fa7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097750616227020","authorIdStr":"4097750616227020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> Still holding on when the negative news pouring all over 😇","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> Still holding on when the negative news pouring all over 😇","text":"$Apple(AAPL)$ Still holding on when the negative news pouring all over 😇","images":[{"img":"https://community-static.tradeup.com/news/fc10532ce99c2d50583865f8f90b39fa","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399305459785800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397389163766424,"gmtCreate":1738043873463,"gmtModify":1738043874854,"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/397389163766424","repostId":"2506536107","repostType":2,"isVote":1,"tweetType":1,"viewCount":3,"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,"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/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,"idStr":"10000000000010961","authorIdStr":"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":89,"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":82,"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":161,"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":239,"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":204,"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":255,"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":223,"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,"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":270,"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":275,"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":270,"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":154,"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":222,"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":200,"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,"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":159,"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":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}