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Jeff2022

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- Jeff2022Jeff2022
  ·2022-09-06
  Go go go!
  Nvidia, AMD Rise As U.S. Gov't Gives Details to Implement $50B CHIPS for America Program
  Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD) and several other semiconductor stocks ros
  Nvidia, AMD Rise As U.S. Gov't Gives Details to Implement $50B CHIPS for America Program
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- Jeff2022Jeff2022
  ·2022-09-05
  Go go go!
  Sorry, this post has been deleted
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- Jeff2022Jeff2022
  ·2022-09-01
  Go go go
  Temasek’s 5 Latest US Stock Buys for 2022’s Second Quarter
  It’s instructive to look at Temasek’s latest US buys to generate good stock ideas.When looking for s
  Temasek’s 5 Latest US Stock Buys for 2022’s Second Quarter
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- Jeff2022Jeff2022
  ·2022-09-01
  Wah. Very long
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- Jeff2022Jeff2022
  ·2022-08-30
  Go go go
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- Jeff2022Jeff2022
  ·2022-08-27
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- Jeff2022Jeff2022
  ·2022-08-23
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  AMC Preferred Stock Jumped 11% in Premarket Trading
  AMC Preferred stock jumped 11% in premarket trading.AMC Entertainment Holdings Inc.’s preferred stoc
  AMC Preferred Stock Jumped 11% in Premarket Trading
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- Jeff2022Jeff2022
  ·2022-08-22
  Hahahahha
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- Jeff2022Jeff2022
  ·2022-08-22
  Go go go
  Palantir: Reality Is Sinking In
  SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.I
  Palantir: Reality Is Sinking In
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- Jeff2022Jeff2022
  ·2022-08-17
  Go go go
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CreatingHelpful Incentives to Produce Semiconductors- for America program, the incentive plan will target roughly three quarters of the incentives, or roughly $28B, to establish domestic production of leading-edge logic and memory chips.</p><p>This $28B may be doled out to companies in the form of grants, cooperative agreements, subsidized loans or loan guarantees.</p><p>In addition, $11B will be invested in several programs, including the National Semiconductor Technology Center, a National Advanced Packaging Manufacturing Program and new research and development plans.</p><p>The Commerce Dept. said funding documents for companies on how to apply would be available in February 2023.</p><p>Both Nvidia (NVDA) and AMD (AMD) shares rose nearly 1% in premarket trading, while Intel (NASDAQ:INTC) gained 0.5%. Other semiconductor stocks also saw modest gains on Tuesday, including Taiwan Semiconductor (TSM), Qualcomm (QCOM), Lam Research (LRCX) and Micron Technology (MU).</p><p>The details come nearly one month after President Bidensignedthe CHIPS Act into law as the U.S. looks to ensure domestic chip production amid rising tensions with China and disruptions caused by the COVID-19 pandemic.</p><p>Last month, UBS said both Nvidia (NVDA) and Advanced Micro Devices (AMD) have seen &#34;consistently lower pricing&#34; for their GPUs over the past few months, but the rate of decline has slowed down.</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>Nvidia, AMD Rise As U.S. Gov't Gives Details to Implement $50B CHIPS for America Program</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, AMD Rise As U.S. Gov't Gives Details to Implement $50B CHIPS for America Program\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 19:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880341-nvidia-amd-rise-as-us-govt-gives-details-to-implement-50b-chips-for-america-program><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD) and several other semiconductor stocks rose on Tuesday as the U.S. Department of Commerce unveiled details for implementation of its $50B ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880341-nvidia-amd-rise-as-us-govt-gives-details-to-implement-50b-chips-for-america-program\">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","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3880341-nvidia-amd-rise-as-us-govt-gives-details-to-implement-50b-chips-for-america-program","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198214498","content_text":"Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD) and several other semiconductor stocks rose on Tuesday as the U.S. Department of Commerce unveiled details for implementation of its $50B program meant to boost domestic semiconductor manufacturing.Known as the CHIPS - CreatingHelpful Incentives to Produce Semiconductors- for America program, the incentive plan will target roughly three quarters of the incentives, or roughly $28B, to establish domestic production of leading-edge logic and memory chips.This $28B may be doled out to companies in the form of grants, cooperative agreements, subsidized loans or loan guarantees.In addition, $11B will be invested in several programs, including the National Semiconductor Technology Center, a National Advanced Packaging Manufacturing Program and new research and development plans.The Commerce Dept. said funding documents for companies on how to apply would be available in February 2023.Both Nvidia (NVDA) and AMD (AMD) shares rose nearly 1% in premarket trading, while Intel (NASDAQ:INTC) gained 0.5%. Other semiconductor stocks also saw modest gains on Tuesday, including Taiwan Semiconductor (TSM), Qualcomm (QCOM), Lam Research (LRCX) and Micron Technology (MU).The details come nearly one month after President Bidensignedthe CHIPS Act into law as the U.S. looks to ensure domestic chip production amid rising tensions with China and disruptions caused by the COVID-19 pandemic.Last month, UBS said both Nvidia (NVDA) and Advanced Micro Devices (AMD) have seen \"consistently lower pricing\" for their GPUs over the past few months, but the rate of decline has slowed down.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933494887,"gmtCreate":1662336180950,"gmtModify":1676537037583,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go!","listText":"Go go go!","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933494887","repostId":"1106617764","repostType":2,"isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930716546,"gmtCreate":1662002136087,"gmtModify":1676536623151,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930716546","repostId":"1133764012","repostType":2,"repost":{"id":"1133764012","kind":"news","pubTimestamp":1661996507,"share":"https://ttm.financial/m/news/1133764012?lang=&edition=fundamental","pubTime":"2022-09-01 09:41","market":"sg","language":"en","title":"Temasek’s 5 Latest US Stock Buys for 2022’s Second Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133764012","media":"The Smart Investor","summary":"It’s instructive to look at Temasek’s latest US buys to generate good stock ideas.When looking for s","content":"<html><head></head><body><p>It’s instructive to look at Temasek’s latest US buys to generate good stock ideas.</p><p><img src=\"https://static.tigerbbs.com/41dd5dbd1c5d4a1ca827e104a325c7e6\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>When looking for stock ideas, it can be instructive to study what fund managers or investment firms are buying.</p><p>In particular, Temasek Holdings stands out as an exemplary example.</p><p>The investment firm has generated an 8% compounded total shareholder return over 20 years, alluding to the success of its long-term investment strategy.</p><p>And if you’re a growth investor, you’re in luck.</p><p>The firm’s recent 13F quarterly filing shows an increase in the positions for several US growth stocks for the second quarter of 2022 (2Q2022).</p><p>Let’s take a look at five of Temasek’s latest stock buys to determine if they could fit snugly into your buy watchlist.</p><p><b>Roblox (NYSE: RBLX)</b></p><p>Roblox is an online platform for game creation that allows its users to program and play games created by other users.</p><p>Temasek added close to 485,000 shares of the company, taking its stake to 13.5 million shares valued at around US$526.9 million.</p><p>Roblox continued to enjoy a rise in daily active users (DAU), up 21% year on year to 52.2 million for 2Q2022.</p><p>The hour engaged on its platform also improved by 16% year on year to 11.3 billion for the quarter.</p><p>However, bookings dipped slightly by 4% year on year to US$639.9 million.</p><p>Financials-wise, the game creation platform saw revenue jump 30.2% year on year to US$591.2 million.</p><p>Operating loss, however, increased from US$143 million in 2Q2021 to US$170.3 million while net loss climbed 26% year on year to US$176.4 million due to interest expenses on its debt.</p><p>Free cash flow also turned negative, the first time it has done so in the past 11 quarters.</p><p><b>Sea Limited (NYSE: SE)</b></p><p>Sea Limited is a Singaporean technology company with three key divisions – digital entertainment (Garena), e-commerce (Shopee) and digital financial services (SeaMoney).</p><p>Temasek added 203,347 shares of the company in 2Q2022, taking its stake to 2.75 million shares worth US$171.4 million.</p><p>The group reported a 29% year on year jump in total revenue to US$2.9 billion, with gross profit increasing by 17.1% year on year to US$1.1 billion.</p><p>However, the net loss for the quarter more than doubled year on year from US$433.7 million to US$931.2 million.</p><p>Its e-commerce division saw gross orders climb 42% year on year while gross merchandise value improved by 27% year on year to US$19 billion.</p><p>However, Sea’s digital entertainment division saw quarterly paying users plunge by 39% year on year to 56.1 million for 2Q2022.</p><p><b>DoorDash (NYSE: DASH)</b></p><p>DoorDash is an online food ordering and food delivery platform that operates in 27 countries around the world.</p><p>Temasek topped up its stake in the company to 4.88 million shares with the addition of 14,254 shares in 2Q2022.</p><p>DoorDash reported a 30.1% year on year jump in revenue to US$1.6 billion.</p><p>However, net loss for the food delivery company more than doubled year on year from US$102 million to US$263 million.</p><p>The good news is that the company is seeing total orders rise 23% year on year to 426 million, with marketplace gross order value jumping 25% year on year to US$13.1 billion.</p><p><b>Amazon (NASDAQ: AMZN)</b></p><p>Amazon needs no introduction, being the largest e-commerce player in the world with a market capitalisation of US$1.3 trillion.</p><p>Temasek boosted its position in Amazon from 171,969 shares previously to 3.15 million shares, taking the value of its stake to US$405.5 million.</p><p>The e-commerce behemoth saw revenue increase by 7.2% year on year to US$121.2 billion.</p><p>Operating profit, however, plunged by 57% year on year to US$3.3 billion on higher technology, sales and marketing expenses.</p><p>Amazon reported a net loss of US$2 billion for the quarter, reversing the net profit of US$7.8 billion in 2Q2021.</p><p>To be sure, 2Q2022’s numbers included a valuation loss of US$3.9 billion on the company’s stake in <b>Rivian Automotive</b> (NASDAQ: RIVN).</p><p>Excluding this item, net profit would have fallen by 76% year on year.</p><p><b>Snowflake (NYSE: SNOW)</b></p><p>Snowflake is a data cloud company that offers a cloud-based data storage and analytics service.</p><p>Temasek’s stake in the company increased to 1.42 million shares with the addition of 60,032 shares in 2Q2022, valuing its stake in Snowflake at US$262 million.</p><p>The data cloud company saw product revenue soar 83% year on year to US$466.3 million for 2Q2022.</p><p>Snowflake’s remaining performance obligations came in at US$2.7 billion, representing a 78% year on year growth.</p><p>The business had 6,808 total customers at the end of the quarter and enjoyed a net revenue retention rate of 171%.</p><p>Snowflake believes there is a significant market opportunity for it to grow further, with Gartner research projecting that the platform’s total addressable market will be worth US$248 billion by 2026.</p></body></html>","source":"lsy1602567310727","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>Temasek’s 5 Latest US Stock Buys for 2022’s Second Quarter</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\">\nTemasek’s 5 Latest US Stock Buys for 2022’s Second Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/temaseks-5-latest-us-stock-buys-for-2022s-second-quarter/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s instructive to look at Temasek’s latest US buys to generate good stock ideas.When looking for stock ideas, it can be instructive to study what fund managers or investment firms are buying.In ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/temaseks-5-latest-us-stock-buys-for-2022s-second-quarter/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SE":"Sea Ltd","RBLX":"Roblox Corporation","SNOW":"Snowflake","DASH":"DoorDash, Inc."},"source_url":"https://thesmartinvestor.com.sg/temaseks-5-latest-us-stock-buys-for-2022s-second-quarter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133764012","content_text":"It’s instructive to look at Temasek’s latest US buys to generate good stock ideas.When looking for stock ideas, it can be instructive to study what fund managers or investment firms are buying.In particular, Temasek Holdings stands out as an exemplary example.The investment firm has generated an 8% compounded total shareholder return over 20 years, alluding to the success of its long-term investment strategy.And if you’re a growth investor, you’re in luck.The firm’s recent 13F quarterly filing shows an increase in the positions for several US growth stocks for the second quarter of 2022 (2Q2022).Let’s take a look at five of Temasek’s latest stock buys to determine if they could fit snugly into your buy watchlist.Roblox (NYSE: RBLX)Roblox is an online platform for game creation that allows its users to program and play games created by other users.Temasek added close to 485,000 shares of the company, taking its stake to 13.5 million shares valued at around US$526.9 million.Roblox continued to enjoy a rise in daily active users (DAU), up 21% year on year to 52.2 million for 2Q2022.The hour engaged on its platform also improved by 16% year on year to 11.3 billion for the quarter.However, bookings dipped slightly by 4% year on year to US$639.9 million.Financials-wise, the game creation platform saw revenue jump 30.2% year on year to US$591.2 million.Operating loss, however, increased from US$143 million in 2Q2021 to US$170.3 million while net loss climbed 26% year on year to US$176.4 million due to interest expenses on its debt.Free cash flow also turned negative, the first time it has done so in the past 11 quarters.Sea Limited (NYSE: SE)Sea Limited is a Singaporean technology company with three key divisions – digital entertainment (Garena), e-commerce (Shopee) and digital financial services (SeaMoney).Temasek added 203,347 shares of the company in 2Q2022, taking its stake to 2.75 million shares worth US$171.4 million.The group reported a 29% year on year jump in total revenue to US$2.9 billion, with gross profit increasing by 17.1% year on year to US$1.1 billion.However, the net loss for the quarter more than doubled year on year from US$433.7 million to US$931.2 million.Its e-commerce division saw gross orders climb 42% year on year while gross merchandise value improved by 27% year on year to US$19 billion.However, Sea’s digital entertainment division saw quarterly paying users plunge by 39% year on year to 56.1 million for 2Q2022.DoorDash (NYSE: DASH)DoorDash is an online food ordering and food delivery platform that operates in 27 countries around the world.Temasek topped up its stake in the company to 4.88 million shares with the addition of 14,254 shares in 2Q2022.DoorDash reported a 30.1% year on year jump in revenue to US$1.6 billion.However, net loss for the food delivery company more than doubled year on year from US$102 million to US$263 million.The good news is that the company is seeing total orders rise 23% year on year to 426 million, with marketplace gross order value jumping 25% year on year to US$13.1 billion.Amazon (NASDAQ: AMZN)Amazon needs no introduction, being the largest e-commerce player in the world with a market capitalisation of US$1.3 trillion.Temasek boosted its position in Amazon from 171,969 shares previously to 3.15 million shares, taking the value of its stake to US$405.5 million.The e-commerce behemoth saw revenue increase by 7.2% year on year to US$121.2 billion.Operating profit, however, plunged by 57% year on year to US$3.3 billion on higher technology, sales and marketing expenses.Amazon reported a net loss of US$2 billion for the quarter, reversing the net profit of US$7.8 billion in 2Q2021.To be sure, 2Q2022’s numbers included a valuation loss of US$3.9 billion on the company’s stake in Rivian Automotive (NASDAQ: RIVN).Excluding this item, net profit would have fallen by 76% year on year.Snowflake (NYSE: SNOW)Snowflake is a data cloud company that offers a cloud-based data storage and analytics service.Temasek’s stake in the company increased to 1.42 million shares with the addition of 60,032 shares in 2Q2022, valuing its stake in Snowflake at US$262 million.The data cloud company saw product revenue soar 83% year on year to US$466.3 million for 2Q2022.Snowflake’s remaining performance obligations came in at US$2.7 billion, representing a 78% year on year growth.The business had 6,808 total customers at the end of the quarter and enjoyed a net revenue retention rate of 171%.Snowflake believes there is a significant market opportunity for it to grow further, with Gartner research projecting that the platform’s total addressable market will be worth US$248 billion by 2026.","news_type":1,"symbols_score_info":{"SE":0.9,"DASH":0.9,"RBLX":0.9,"SNOW":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930470415,"gmtCreate":1661996918340,"gmtModify":1676536621248,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Wah. Very long","listText":"Wah. Very long","text":"Wah. Very long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930470415","repostId":"2264299253","repostType":2,"isVote":1,"tweetType":1,"viewCount":2346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997730946,"gmtCreate":1661850948287,"gmtModify":1676536590484,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997730946","repostId":"2263399544","repostType":2,"isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994814105,"gmtCreate":1661594758012,"gmtModify":1676536547960,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994814105","repostId":"2262390267","repostType":2,"isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992983484,"gmtCreate":1661243061951,"gmtModify":1676536481788,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992983484","repostId":"1165940057","repostType":2,"repost":{"id":"1165940057","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661242906,"share":"https://ttm.financial/m/news/1165940057?lang=&edition=fundamental","pubTime":"2022-08-23 16:21","market":"us","language":"en","title":"AMC Preferred Stock Jumped 11% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165940057","media":"Tiger Newspress","summary":"AMC Preferred stock jumped 11% in premarket trading.AMC Entertainment Holdings Inc.’s preferred stoc","content":"<html><head></head><body><p>AMC Preferred stock jumped 11% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/134d314e3d05d3157b0a8c00c9d53358\" tg-width=\"840\" tg-height=\"622\" referrerpolicy=\"no-referrer\"/></p><p>AMC Entertainment Holdings Inc.’s preferred stock made its debut Monday amid a selloff in other meme stocks and the broader market, making for a volatile day, with trading halted several times after the open.</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>AMC Preferred Stock Jumped 11% in Premarket Trading</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\">\nAMC Preferred Stock Jumped 11% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-23 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMC Preferred stock jumped 11% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/134d314e3d05d3157b0a8c00c9d53358\" tg-width=\"840\" tg-height=\"622\" referrerpolicy=\"no-referrer\"/></p><p>AMC Entertainment Holdings Inc.’s preferred stock made its debut Monday amid a selloff in other meme stocks and the broader market, making for a volatile day, with trading halted several times after the open.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165940057","content_text":"AMC Preferred stock jumped 11% in premarket trading.AMC Entertainment Holdings Inc.’s preferred stock made its debut Monday amid a selloff in other meme stocks and the broader market, making for a volatile day, with trading halted several times after the open.","news_type":1,"symbols_score_info":{"APE":0.9}},"isVote":1,"tweetType":1,"viewCount":2159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996888912,"gmtCreate":1661143835937,"gmtModify":1676536461539,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Hahahahha","listText":"Hahahahha","text":"Hahahahha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996888912","repostId":"1147921250","repostType":4,"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996881167,"gmtCreate":1661143790462,"gmtModify":1676536461521,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996881167","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":{"PLTR":"Palantir Technologies Inc."},"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,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993297728,"gmtCreate":1660693646066,"gmtModify":1676536379224,"author":{"id":"4109979272507442","authorId":"4109979272507442","name":"Jeff2022","avatar":"https://static.itradeup.com/news/e3c358e9995749d218a540214c2210c2","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109979272507442","authorIdStr":"4109979272507442"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993297728","repostId":"2260863317","repostType":4,"isVote":1,"tweetType":1,"viewCount":2477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}