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Kent733
Kent733
·
2021-07-29
Mean fly?
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Kent733
Kent733
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2021-07-21
To the moon. Please like
Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600
Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob
Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600
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Kent733
Kent733
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2021-07-20
Kids only make choice. Adult want it all
Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?
These stocks are seeing high retail investor interest on social media at press time early Tuesday. N
Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?
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Kent733
Kent733
·
2021-07-07
Next?
Nintendo Unveils $350 Switch With Display That Still Lags Rivals
(Bloomberg) -- Nintendo Co. announced a new Switch console for release Oct. 8, a long-awaited $350 g
Nintendo Unveils $350 Switch With Display That Still Lags Rivals
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Kent733
Kent733
·
2021-07-07
Whats next?
Havens in Demand as Deutsche Bank Sees Balance of Risks Shifting
(Bloomberg) -- Once-bullish global risk sentiment is starting to cede ground to pockets of angst. Su
Havens in Demand as Deutsche Bank Sees Balance of Risks Shifting
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Kent733
Kent733
·
2021-07-02
But it fall?!
Palantir: How We Are Playing The Dip
Summary PLTR has enormous growth momentum. We estimate fair value at $26 and our STRONG BUY price t
Palantir: How We Are Playing The Dip
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Kent733
Kent733
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2021-07-02
Oh no
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Kent733
Kent733
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2021-07-01
Lets to the moon....
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Kent733
Kent733
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2021-06-30
Means keep flying?
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Kent733
Kent733
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2021-06-29
Lets to the moon
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","listText":"Mean fly? ","text":"Mean fly?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808324428","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176684133,"gmtCreate":1626880262022,"gmtModify":1703479909461,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"To the moon. Please like","listText":"To the moon. Please like","text":"To the moon. Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176684133","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8 <a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178930067,"gmtCreate":1626779359259,"gmtModify":1703765013346,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Kids only make choice. Adult want it all","listText":"Kids only make choice. Adult want it all","text":"Kids only make choice. Adult want it all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178930067","repostId":"1167258014","repostType":4,"repost":{"id":"1167258014","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626773582,"share":"https://ttm.financial/m/news/1167258014?lang=&edition=fundamental","pubTime":"2021-07-20 17:33","market":"us","language":"en","title":"Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167258014","media":"Benzinga","summary":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nN","content":"<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p>\n<p><b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p>\n<p>The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p>\n<p>“We will get a lot of action once we have earnings coming out,” said Green.</p>\n<p>The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p>\n<p>NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p>\n<p><b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p>\n<p>This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p>\n<p>AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p>\n<p><b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p>\n<p>On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p>\n<p>The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p>\n<p>At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p>","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>Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?</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\">\nIs Now The Time To Buy Into Nvidia, AMC, Or GameStop?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-20 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p>\n<p><b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p>\n<p>The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p>\n<p>“We will get a lot of action once we have earnings coming out,” said Green.</p>\n<p>The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p>\n<p>NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p>\n<p><b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p>\n<p>This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p>\n<p>AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p>\n<p><b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p>\n<p>On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p>\n<p>The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p>\n<p>At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMC":"AMC院线","GME":"游戏驿站","TIME":"Clockwise Core Equity & Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167258014","content_text":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nNVIDIA Corporation(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.\nThe company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.\n“We will get a lot of action once we have earnings coming out,” said Green.\nThe company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.\nNVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.\nAMC Entertainment Holdings Inc(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.\nThis month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.\nAMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.\nGameStop Corporation(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.\nOn the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.\nThe primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.\nAt the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9,"TWX":0.9,"TIME":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140824304,"gmtCreate":1625647945408,"gmtModify":1703745591855,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Next? ","listText":"Next? ","text":"Next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140824304","repostId":"1150148286","repostType":4,"repost":{"id":"1150148286","kind":"news","pubTimestamp":1625644176,"share":"https://ttm.financial/m/news/1150148286?lang=&edition=fundamental","pubTime":"2021-07-07 15:49","market":"us","language":"en","title":"Nintendo Unveils $350 Switch With Display That Still Lags Rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=1150148286","media":"Bloomberg","summary":"(Bloomberg) -- Nintendo Co. announced a new Switch console for release Oct. 8, a long-awaited $350 g","content":"<p>(Bloomberg) -- Nintendo Co. announced a new Switch console for release Oct. 8, a long-awaited $350 gadget likely to stimulate a wave of new software and holiday season sales.</p>\n<p>The new device marks the first major hardware upgrade to the console originally released in 2017 for $299. Its key upgrades are a larger 7-inch OLED screen and a doubling of onboard storage to 64GB. It’ll come with improved audio and a new adjustable stand and dock, according to a statement from the company Tuesday.</p>\n<p>A widely anticipated upgrade to the console’s graphics -- to 4K display capabilities matching rival offerings from Microsoft Corp. and Sony Group Corp. -- did not materialize in this announcement, disappointing some fans and investors. Nintendo shares recovered early losses to end largely unchanged on Wednesday after Jefferies downgraded its rating to hold.</p>\n<p>“This new Switch looks more like an interim model than a real upgrade to me,” said Tokyo-based analyst Serkan Toto. “This might just be a dummy upgrade until Breath Of The Wild 2 is ready and the component shortage is over next year.”</p>\n<p>The Kyoto-based games maker broke with convention when it introduced the original Switch, a hybrid console capable of connecting to a TV at home as well as being used as an independent mobile device. Sales of the machine have been consistently strong. The Covid-19 pandemic combined with runaway hit Animal Crossing: New Horizons supercharged demand throughout 2020.</p>\n<p>Nintendo introduced a mobile-only Switch Lite in late 2019 as a more affordable $199 option. Cumulatively, the Switch family has sold 85 million units worldwide as of March 31.</p>\n<p>What Bloomberg Intelligence Says</p>\n<p>Nintendo’s updated Switch console with an OLED display won’t catalyze as strong sales as the rumored Switch Pro device, in our view, given it maintains the same graphical fidelity as the original Switch. A Switch Pro with 4K graphics may have to wait until fiscal 2023 alongside the expected release of the sequel to Zelda Breath of the Wild and other key games.</p>\n<p>-- Matthew Kanterman and Nathan Naidu, analysts</p>\n<p>Nintendo President Shuntaro Furukawa said in May that the Switch’s sales momentum is unprecedented in the company’s 131-year history. He signaled confidence that the pace could be maintained or even increased as the platform is only at the midpoint of its planned lifecycle.</p>\n<p>Nintendo’s share price remains near its all-time high as the company continues to see greater demand for its devices than it’s able to immediately satisfy. Anticipation is also high around the slate of new games set to accompany the new model’s release. Nintendo had been exploring a 4K-capable version of the Switch, Bloomberg reported in March.</p>\n<p>The first challenge for Nintendo ahead of the new console’s debut will be to ensure it has adequate inventory. Global semiconductor shortages have frustrated production plans across various industries, affecting everything from cars to TVs and consoles to personal electronics like headphones. Sony’s PlayStation 5 has been extremely scarce since its launch in November, leading to game sales for the new platform also struggling, according to data from market trackers such as Japan’s Famitsu.</p>\n<p>“A lesson we learned from the PlayStation 5’s launch is that making sure to have enough inventories is really the only step that any company can take to keep scalpers at bay and make gamers happy and willing to spend a lot on the platform,” Ace Research Institute analyst Hideki Yasuda said.</p>","source":"lsy1612507957220","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>Nintendo Unveils $350 Switch With Display That Still Lags Rivals</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\">\nNintendo Unveils $350 Switch With Display That Still Lags Rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 15:49 GMT+8 <a href=https://finance.yahoo.com/news/nintendo-unveils-switch-bigger-screen-134109223.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Nintendo Co. announced a new Switch console for release Oct. 8, a long-awaited $350 gadget likely to stimulate a wave of new software and holiday season sales.\nThe new device marks the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nintendo-unveils-switch-bigger-screen-134109223.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTDOY":"任天堂"},"source_url":"https://finance.yahoo.com/news/nintendo-unveils-switch-bigger-screen-134109223.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150148286","content_text":"(Bloomberg) -- Nintendo Co. announced a new Switch console for release Oct. 8, a long-awaited $350 gadget likely to stimulate a wave of new software and holiday season sales.\nThe new device marks the first major hardware upgrade to the console originally released in 2017 for $299. Its key upgrades are a larger 7-inch OLED screen and a doubling of onboard storage to 64GB. It’ll come with improved audio and a new adjustable stand and dock, according to a statement from the company Tuesday.\nA widely anticipated upgrade to the console’s graphics -- to 4K display capabilities matching rival offerings from Microsoft Corp. and Sony Group Corp. -- did not materialize in this announcement, disappointing some fans and investors. Nintendo shares recovered early losses to end largely unchanged on Wednesday after Jefferies downgraded its rating to hold.\n“This new Switch looks more like an interim model than a real upgrade to me,” said Tokyo-based analyst Serkan Toto. “This might just be a dummy upgrade until Breath Of The Wild 2 is ready and the component shortage is over next year.”\nThe Kyoto-based games maker broke with convention when it introduced the original Switch, a hybrid console capable of connecting to a TV at home as well as being used as an independent mobile device. Sales of the machine have been consistently strong. The Covid-19 pandemic combined with runaway hit Animal Crossing: New Horizons supercharged demand throughout 2020.\nNintendo introduced a mobile-only Switch Lite in late 2019 as a more affordable $199 option. Cumulatively, the Switch family has sold 85 million units worldwide as of March 31.\nWhat Bloomberg Intelligence Says\nNintendo’s updated Switch console with an OLED display won’t catalyze as strong sales as the rumored Switch Pro device, in our view, given it maintains the same graphical fidelity as the original Switch. A Switch Pro with 4K graphics may have to wait until fiscal 2023 alongside the expected release of the sequel to Zelda Breath of the Wild and other key games.\n-- Matthew Kanterman and Nathan Naidu, analysts\nNintendo President Shuntaro Furukawa said in May that the Switch’s sales momentum is unprecedented in the company’s 131-year history. He signaled confidence that the pace could be maintained or even increased as the platform is only at the midpoint of its planned lifecycle.\nNintendo’s share price remains near its all-time high as the company continues to see greater demand for its devices than it’s able to immediately satisfy. Anticipation is also high around the slate of new games set to accompany the new model’s release. Nintendo had been exploring a 4K-capable version of the Switch, Bloomberg reported in March.\nThe first challenge for Nintendo ahead of the new console’s debut will be to ensure it has adequate inventory. Global semiconductor shortages have frustrated production plans across various industries, affecting everything from cars to TVs and consoles to personal electronics like headphones. Sony’s PlayStation 5 has been extremely scarce since its launch in November, leading to game sales for the new platform also struggling, according to data from market trackers such as Japan’s Famitsu.\n“A lesson we learned from the PlayStation 5’s launch is that making sure to have enough inventories is really the only step that any company can take to keep scalpers at bay and make gamers happy and willing to spend a lot on the platform,” Ace Research Institute analyst Hideki Yasuda said.","news_type":1,"symbols_score_info":{"NTDOY":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140825222,"gmtCreate":1625647888266,"gmtModify":1703745591200,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Whats next? ","listText":"Whats next? ","text":"Whats next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140825222","repostId":"1130886099","repostType":4,"repost":{"id":"1130886099","kind":"news","pubTimestamp":1625647657,"share":"https://ttm.financial/m/news/1130886099?lang=&edition=fundamental","pubTime":"2021-07-07 16:47","market":"us","language":"en","title":"Havens in Demand as Deutsche Bank Sees Balance of Risks Shifting","url":"https://stock-news.laohu8.com/highlight/detail?id=1130886099","media":"Bloomberg","summary":"(Bloomberg) -- Once-bullish global risk sentiment is starting to cede ground to pockets of angst.\nSu","content":"<p>(Bloomberg) -- Once-bullish global risk sentiment is starting to cede ground to pockets of angst.</p>\n<p>Surging commodity prices and rising inflation expectations have given way to rallies in havens from Treasuries to the Japanese yen this week, while pockets of the tech world are in crisis. Investors are once again questioning the strength of the global recovery and mulling the threat of new Covid-19 variants and prospective central bank tightening -- in particular by the Federal Reserve.</p>\n<p>“The balance of risks is slightly more negative given the continued global reach of the delta variant and the reaction to the FOMC,” Deutsche Bank AG economist David Folkerts-Landau wrote in a report Tuesday. “One of the biggest questions soon will be the extent to which governments and citizens are prepared to live with the virus. That answer will have crucial implications for the shape of the recovery and the new steady-state we’re heading to.”</p>\n<p>Benchmark 10-year Treasury yields slumped Tuesday to touch their lowest since February after a key gauge of U.S. service-sector activity fell more than expected, raising concern over the strength of the economic rebound. Brent crude futures, which hit their highest since 2018 after OPEC+ talks over production increases collapsed this week, reversed course to give up this month’s gains.</p>\n<p>With the world’s central bankers taking a data-dependent approach, investors are parsing every economic release for clues as to how it might affect their thinking. While Tuesday’s U.S. services data showed record order backlogs, traders focused instead on its weaker employment measure and a slight decline in prices paid, which suggested an acceleration in cost pressures may be starting to cool.</p>\n<p>U.S. stocks snapped a streak of seven consecutive closing record highs, led lower by economically-sensitive energy and financial shares. Traditional haven the Japanese yen strengthened, pushing the currency to a two-week high against the dollar.</p>\n<p>Also spooking traders was the spread of the delta variant of the coronavirus, even in countries like Israel which has one of the world’s most effective inoculation drives. Many new Covid-19 cases are among vaccinated people, according to Ynet news service, while a report showed Pfizer Inc.’s vaccine was less effective at preventing the virus, even though it provided a strong shield against severe illness.</p>\n<p>Meanwhile, China’s technology stocks are withering under increasing regulatory scrutiny as investors brace for a new era of tighter oversight from Beijing. An index of the country’s internet shares has fallen to the lowest since September.</p>\n<p>And there are signs of concern over the nation’s pace of economic recovery. A former central bank official said policy makers should cut interest rates in the second half of the year.</p>\n<p>Still, the angst in pockets of the financial market has yet to lead to broader weakness. A gauge of global stocks is trading just off an all-time closing high set Friday and benchmark yields remain up more than 40 basis points this year.</p>\n<p>Investor focus now turns to the release of Federal Reserve meeting minutes Wednesday that should bring fresh insight on its monetary policy.</p>","source":"lsy1612507957220","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>Havens in Demand as Deutsche Bank Sees Balance of Risks Shifting</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\">\nHavens in Demand as Deutsche Bank Sees Balance of Risks Shifting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 16:47 GMT+8 <a href=https://finance.yahoo.com/news/signs-market-angst-growing-investors-043911877.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Once-bullish global risk sentiment is starting to cede ground to pockets of angst.\nSurging commodity prices and rising inflation expectations have given way to rallies in havens from ...</p>\n\n<a href=\"https://finance.yahoo.com/news/signs-market-angst-growing-investors-043911877.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/signs-market-angst-growing-investors-043911877.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130886099","content_text":"(Bloomberg) -- Once-bullish global risk sentiment is starting to cede ground to pockets of angst.\nSurging commodity prices and rising inflation expectations have given way to rallies in havens from Treasuries to the Japanese yen this week, while pockets of the tech world are in crisis. Investors are once again questioning the strength of the global recovery and mulling the threat of new Covid-19 variants and prospective central bank tightening -- in particular by the Federal Reserve.\n“The balance of risks is slightly more negative given the continued global reach of the delta variant and the reaction to the FOMC,” Deutsche Bank AG economist David Folkerts-Landau wrote in a report Tuesday. “One of the biggest questions soon will be the extent to which governments and citizens are prepared to live with the virus. That answer will have crucial implications for the shape of the recovery and the new steady-state we’re heading to.”\nBenchmark 10-year Treasury yields slumped Tuesday to touch their lowest since February after a key gauge of U.S. service-sector activity fell more than expected, raising concern over the strength of the economic rebound. Brent crude futures, which hit their highest since 2018 after OPEC+ talks over production increases collapsed this week, reversed course to give up this month’s gains.\nWith the world’s central bankers taking a data-dependent approach, investors are parsing every economic release for clues as to how it might affect their thinking. While Tuesday’s U.S. services data showed record order backlogs, traders focused instead on its weaker employment measure and a slight decline in prices paid, which suggested an acceleration in cost pressures may be starting to cool.\nU.S. stocks snapped a streak of seven consecutive closing record highs, led lower by economically-sensitive energy and financial shares. Traditional haven the Japanese yen strengthened, pushing the currency to a two-week high against the dollar.\nAlso spooking traders was the spread of the delta variant of the coronavirus, even in countries like Israel which has one of the world’s most effective inoculation drives. Many new Covid-19 cases are among vaccinated people, according to Ynet news service, while a report showed Pfizer Inc.’s vaccine was less effective at preventing the virus, even though it provided a strong shield against severe illness.\nMeanwhile, China’s technology stocks are withering under increasing regulatory scrutiny as investors brace for a new era of tighter oversight from Beijing. An index of the country’s internet shares has fallen to the lowest since September.\nAnd there are signs of concern over the nation’s pace of economic recovery. A former central bank official said policy makers should cut interest rates in the second half of the year.\nStill, the angst in pockets of the financial market has yet to lead to broader weakness. A gauge of global stocks is trading just off an all-time closing high set Friday and benchmark yields remain up more than 40 basis points this year.\nInvestor focus now turns to the release of Federal Reserve meeting minutes Wednesday that should bring fresh insight on its monetary policy.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156741968,"gmtCreate":1625238381954,"gmtModify":1703739239139,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"But it fall?! ","listText":"But it fall?! ","text":"But it fall?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156741968","repostId":"1133195819","repostType":4,"repost":{"id":"1133195819","kind":"news","pubTimestamp":1625237543,"share":"https://ttm.financial/m/news/1133195819?lang=&edition=fundamental","pubTime":"2021-07-02 22:52","market":"us","language":"en","title":"Palantir: How We Are Playing The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1133195819","media":"seekingalpha","summary":"Summary\n\nPLTR has enormous growth momentum.\nWe estimate fair value at $26 and our STRONG BUY price t","content":"<p><b>Summary</b></p>\n<ul>\n <li>PLTR has enormous growth momentum.</li>\n <li>We estimate fair value at $26 and our STRONG BUY price target is $21.</li>\n <li>How we are playing the dip.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53ce0a31d4641eabb33ca8cd05302c9e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>z1b/iStock via Getty Images</span></p>\n<p>As we detailed in our recent piece <i>June Headlines: Data Is Everywhere And So Is Palantir</i>, Palantir (PLTR) has enormous growth momentum right now.</p>\n<p>Through their partnership with DataRobot they are making a major play into the retail sector by giving floundering traditional retailers a chance to level the playing field somewhat. Their artificial intelligence-powered demand forecasting modeling offering gives many companies access to capabilities that were previously technically and/or cost prohibitive to them.</p>\n<p>Furthermore, they just scored an impressive $18.4 million contract with the FAA. Under the terms of the contract, PLTR will provide a data analytics tool to advance the agency's modernization goals for aviation safety. PLTR alsoreneweda $7.4 million contract with the CDC in June as their outbreak response and disease surveillance solution. On top of that, their recently scored contracts with the National Nuclear Security Administration and Space Force, reveal the strength of their Gotham business.</p>\n<p>They also recently extended their partnership with Grupo Global - Latin America's largest media company. All this on top of very strong Q1 numbers communicates unequivocally that PLTR has a strong moat and is accelerating its growth rapidly.</p>\n<p>However, despite all of this good news, Palantir Technologies stock has pulled back sharply over the past several days:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef4b70a471db41aae8831f101cfd913d\" tg-width=\"635\" tg-height=\"417\"><span>Data by YCharts</span></p>\n<p>Does this signal an opportunity for investors or is it simply a response to the stock becoming overvalued?</p>\n<p><b>How Much Is Palantir Worth?</b></p>\n<p>As we detailed in our piece <i>How Much Is Palantir Worth?</i>, the company still has a long way to grow to justify its current valuation. As a result, the range of potential outcomes (and net present fair values) is quite wide.</p>\n<p>However, we have strong conviction that PLTR's world-class brain trust of data analytics, machine learning, and software engineering professionals will be able to out-innovate competitors to position itself well to win an ever-growing amount of commercial business. Furthermore, we also believe that its brain trust will combine with its entrenched existing position in U.S. Government operations to enable it to remain the platform of choice for the U.S. Government as it accelerates its A.I. and data analytics capabilities in its tech race with peer rivals like China.</p>\n<p>Furthermore, PLTR enjoys a virtually unlimited growth runway.Estimates indicate that PLTR's current total addressable market is estimated to be ~$120 billion and is forecast to grow at a 20% CAGR through 2030.</p>\n<p>Assuming these forecasts are correct, PLTR only has to win 2% of Western commercial market share, 50% of U.S. Government addressable market share, and 20% of allied Western government addressable market share to reach a $1 Trillion market cap by 2040.</p>\n<p>If this plays out, PLTR will generate a 16.6% CAGR over that period before accounting for dilution from stock-based compensation. Even after factoring that in, the CAGR should be around 15% which is still phenomenal given how long that period of time is and how low interest rates are right now.</p>\n<p>However, given that this involves highly speculative projections far out into the future, we view fair value at $26 per share and our strong buy rating is at $21 per share in order to provide sufficient margin of safety to compensate for the uncertainty.</p>\n<p><b>Our Play</b></p>\n<p>Given that we only like to add to our position at the strong buy price, right now we have a choice of either:</p>\n<p>(1) sitting on our hands and waiting for a further correction or</p>\n<p>(2) selling puts to generate income while waiting for the stock price to fall to our strong buy price target.</p>\n<p>Thanks to the stock's sharp drop in recent days, including today's 6%+ decline:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c33a2f86fb782909b916011ca19500b\" tg-width=\"321\" tg-height=\"73\"><span>Source: SeekingAlpha.com</span></p>\n<p>the implied volatility has shot significantly higher and the margin of safety towards our strong buy price target of $21.00 has declined.</p>\n<p>Therefore, the put premiums have once again become attractive. We also note that the bid-ask spreads on the monthly options are much smaller than on the weekly option spreads, so we narrowed down our search to the monthly put options.</p>\n<p>The July 16th monthly options at a $21.00 strike price generated only $0.13 premiums, which translated to 16.1% annualized returns. While this is good, it is not great on a risk-adjusted basis given the low absolute return (0.6%).</p>\n<p>However, the August 20th monthly options were much more attractive at $0.90 for a $22.00 strike price. This gives us 14.8% downside protection from the current share price of $24.77 and an effective entry price of $21.10 which is roughly in-line with our STRONG BUY price target. Furthermore, if the puts expire worthlessly out of the money, we will earn 4.1% on our capital in 50 days, equating to an attractive annualized return of 30%.</p>\n<p>We therefore took this approach and view it as a win-win investment. We will either receive a handsome 4.1% return on our investment over a period of just 50 days or will get to add to our PLTR position at what we view is a highly attractive share price.</p>\n<p><b>Investor Takeaway</b></p>\n<p>PLTR is a great company with world-class artificial intelligence and data analytics technology, a deeply embedded and growing presence in the U.S. Government's (including the Department of Defense's) and their allies' operational infrastructure, and an expanding target commercial market.</p>\n<p>Furthermore, they are able to attract among the very best data and artificial intelligence engineering and computer programming minds, giving them a brain trust that should fuel future innovations and enable them to continue capturing market share.</p>\n<p>Last, but not least, their growth runway is truly massive and should only continue to grow at a rapid pace. PLTR operates in one of the hottest sectors and is positioned to emerge a major winner in the coming decades.</p>\n<p>As a result, we do not want to be too cute about waiting for perfect prices to grow our exposure to the stock and believe it is prudent to take advantage of pullbacks like the current one to build our position further. Thanks to lucrative put premiums, we are able to do so while still guarding against further downside risk.</p>","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: How We Are Playing The Dip</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: How We Are Playing The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:52 GMT+8 <a href=https://seekingalpha.com/article/4437525-palantir-how-we-are-playing-the-dip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPLTR has enormous growth momentum.\nWe estimate fair value at $26 and our STRONG BUY price target is $21.\nHow we are playing the dip.\n\nz1b/iStock via Getty Images\nAs we detailed in our recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437525-palantir-how-we-are-playing-the-dip\">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/4437525-palantir-how-we-are-playing-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133195819","content_text":"Summary\n\nPLTR has enormous growth momentum.\nWe estimate fair value at $26 and our STRONG BUY price target is $21.\nHow we are playing the dip.\n\nz1b/iStock via Getty Images\nAs we detailed in our recent piece June Headlines: Data Is Everywhere And So Is Palantir, Palantir (PLTR) has enormous growth momentum right now.\nThrough their partnership with DataRobot they are making a major play into the retail sector by giving floundering traditional retailers a chance to level the playing field somewhat. Their artificial intelligence-powered demand forecasting modeling offering gives many companies access to capabilities that were previously technically and/or cost prohibitive to them.\nFurthermore, they just scored an impressive $18.4 million contract with the FAA. Under the terms of the contract, PLTR will provide a data analytics tool to advance the agency's modernization goals for aviation safety. PLTR alsoreneweda $7.4 million contract with the CDC in June as their outbreak response and disease surveillance solution. On top of that, their recently scored contracts with the National Nuclear Security Administration and Space Force, reveal the strength of their Gotham business.\nThey also recently extended their partnership with Grupo Global - Latin America's largest media company. All this on top of very strong Q1 numbers communicates unequivocally that PLTR has a strong moat and is accelerating its growth rapidly.\nHowever, despite all of this good news, Palantir Technologies stock has pulled back sharply over the past several days:\nData by YCharts\nDoes this signal an opportunity for investors or is it simply a response to the stock becoming overvalued?\nHow Much Is Palantir Worth?\nAs we detailed in our piece How Much Is Palantir Worth?, the company still has a long way to grow to justify its current valuation. As a result, the range of potential outcomes (and net present fair values) is quite wide.\nHowever, we have strong conviction that PLTR's world-class brain trust of data analytics, machine learning, and software engineering professionals will be able to out-innovate competitors to position itself well to win an ever-growing amount of commercial business. Furthermore, we also believe that its brain trust will combine with its entrenched existing position in U.S. Government operations to enable it to remain the platform of choice for the U.S. Government as it accelerates its A.I. and data analytics capabilities in its tech race with peer rivals like China.\nFurthermore, PLTR enjoys a virtually unlimited growth runway.Estimates indicate that PLTR's current total addressable market is estimated to be ~$120 billion and is forecast to grow at a 20% CAGR through 2030.\nAssuming these forecasts are correct, PLTR only has to win 2% of Western commercial market share, 50% of U.S. Government addressable market share, and 20% of allied Western government addressable market share to reach a $1 Trillion market cap by 2040.\nIf this plays out, PLTR will generate a 16.6% CAGR over that period before accounting for dilution from stock-based compensation. Even after factoring that in, the CAGR should be around 15% which is still phenomenal given how long that period of time is and how low interest rates are right now.\nHowever, given that this involves highly speculative projections far out into the future, we view fair value at $26 per share and our strong buy rating is at $21 per share in order to provide sufficient margin of safety to compensate for the uncertainty.\nOur Play\nGiven that we only like to add to our position at the strong buy price, right now we have a choice of either:\n(1) sitting on our hands and waiting for a further correction or\n(2) selling puts to generate income while waiting for the stock price to fall to our strong buy price target.\nThanks to the stock's sharp drop in recent days, including today's 6%+ decline:\nSource: SeekingAlpha.com\nthe implied volatility has shot significantly higher and the margin of safety towards our strong buy price target of $21.00 has declined.\nTherefore, the put premiums have once again become attractive. We also note that the bid-ask spreads on the monthly options are much smaller than on the weekly option spreads, so we narrowed down our search to the monthly put options.\nThe July 16th monthly options at a $21.00 strike price generated only $0.13 premiums, which translated to 16.1% annualized returns. While this is good, it is not great on a risk-adjusted basis given the low absolute return (0.6%).\nHowever, the August 20th monthly options were much more attractive at $0.90 for a $22.00 strike price. This gives us 14.8% downside protection from the current share price of $24.77 and an effective entry price of $21.10 which is roughly in-line with our STRONG BUY price target. Furthermore, if the puts expire worthlessly out of the money, we will earn 4.1% on our capital in 50 days, equating to an attractive annualized return of 30%.\nWe therefore took this approach and view it as a win-win investment. We will either receive a handsome 4.1% return on our investment over a period of just 50 days or will get to add to our PLTR position at what we view is a highly attractive share price.\nInvestor Takeaway\nPLTR is a great company with world-class artificial intelligence and data analytics technology, a deeply embedded and growing presence in the U.S. Government's (including the Department of Defense's) and their allies' operational infrastructure, and an expanding target commercial market.\nFurthermore, they are able to attract among the very best data and artificial intelligence engineering and computer programming minds, giving them a brain trust that should fuel future innovations and enable them to continue capturing market share.\nLast, but not least, their growth runway is truly massive and should only continue to grow at a rapid pace. PLTR operates in one of the hottest sectors and is positioned to emerge a major winner in the coming decades.\nAs a result, we do not want to be too cute about waiting for perfect prices to grow our exposure to the stock and believe it is prudent to take advantage of pullbacks like the current one to build our position further. Thanks to lucrative put premiums, we are able to do so while still guarding against further downside risk.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156598411,"gmtCreate":1625229001233,"gmtModify":1703738855834,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156598411","repostId":"1195364777","repostType":4,"isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158843876,"gmtCreate":1625146136095,"gmtModify":1703737066102,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Lets to the moon.... 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","text":"Means keep flying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151099359","repostId":"1195094821","repostType":4,"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159253533,"gmtCreate":1624971782022,"gmtModify":1703849089953,"author":{"id":"3574720581933295","authorId":"3574720581933295","name":"Kent733","avatar":"https://static.tigerbbs.com/f06846867e9952e4279cc456a7821e77","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574720581933295","idStr":"3574720581933295"},"themes":[],"htmlText":"Lets to the moon","listText":"Lets to the moon","text":"Lets to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/159253533","repostId":"1128482198","repostType":4,"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}