tradelaggard的个人主页 - 老虎社区

tradelaggard

tradelaggard

暂无个人介绍

IP属地：未知

4关注

68粉丝

0主题

0勋章

2025-02-05

How are you trading the Trump tariffs? Historically tariffs are bad for the stock market. Will this time be different?

2025-02-04

2025 Tiger Brokers Trade To Win

Find out more here:2025 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!

2025 Tiger Brokers Trade To Win

2025-01-07

2025 Tiger Brokers Trade To Win

Find out more here:

2025 Tiger Brokers Trade To Win

2021-12-17

Good

@期权小班长:苹果一哥段永平再次sell put，年回报12%！

2021-12-10

Nice

Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote>

2021-11-20

Like

抱歉，原内容已删除

2021-11-12

Ok

Valens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook<blockquote>瓦伦斯半导体第三季度销售额增长 49%，提升 2021 财年收入前景</blockquote>

2021-11-12

$Palantir Technologies Inc.(PLTR)$haiz

2021-11-11

$Palantir Technologies Inc.(PLTR)$sad. Dca in

2021-11-11

$Alibaba(BABA)$lets go

2021-11-11

$Alibaba(BABA)$one of the positive stocks yesterday

2021-11-10

$Alibaba(BABA)$lets go

2021-11-10

$Palantir Technologies Inc.(PLTR)$dca at the bottom

2021-11-09

$Alibaba(BABA)$let the rebound begin

2021-11-08

$Alibaba(BABA)$sad.... Hope this is the bottom

2021-11-08

$Alibaba(BABA)$he bottom already

2021-11-06

More chances pls

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-06

To the moon

Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>

2021-11-06

$Apple(AAPL)$slowly but surely

2021-11-06

Ok

Stocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4094815861299460","uuid":"4094815861299460","gmtCreate":1631715428080,"gmtModify":1730709315491,"name":"tradelaggard","pinyin":"tradelaggard","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":68,"headSize":4,"tweetSize":46,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.16","exceedPercentage":"93.18%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.29","exceedPercentage":"93.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":59,"starInvestorFlag":true,"starInvestorOrderShareNum":623,"subscribeStarInvestorNum":0,"ror":19.99,"winRationPercentage":68.531469,"showRor":true,"investmentPhilosophy":"DCA. High Quality Companies. Options","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":400357990400072,"gmtCreate":1738770725638,"gmtModify":1738770811693,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"How are you trading the Trump tariffs? Historically tariffs are bad for the stock market. Will this time be different?","listText":"How are you trading the Trump tariffs? Historically tariffs are bad for the stock market. Will this time be different?","text":"How are you trading the Trump tariffs? Historically tariffs are bad for the stock market. Will this time be different?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400357990400072","isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400005763453312,"gmtCreate":1738682676080,"gmtModify":1738682714765,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"2025 Tiger Brokers Trade To Win","htmlText":"Find out more here:<a href=\"https://tigr.link/s/90AHOTl\">2025 Tiger Brokers Trade To Win</a> Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!","listText":"Find out more here:<a href=\"https://tigr.link/s/90AHOTl\">2025 Tiger Brokers Trade To Win</a> Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!","text":"Find out more here:2025 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!","images":[{"img":"https://c1.itigergrowtha.com/files/h5-repos/market/stock-game/1200_630_2.png"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400005763453312","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389925436596240,"gmtCreate":1736204258213,"gmtModify":1736215212100,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"2025 Tiger Brokers Trade To Win","htmlText":"Find out more here:","listText":"Find out more here:","text":"Find out more here:","images":[{"img":"https://c1.itigergrowtha.com/files/h5-repos/market/stock-game/1200_630_1.png"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389925436596240","isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":699199671,"gmtCreate":1639753830453,"gmtModify":1639753830548,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699199671","repostId":"699365355","repostType":1,"repost":{"id":699365355,"gmtCreate":1639750853136,"gmtModify":1782440821366,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"苹果一哥段永平再次sell put，年回报12%！","htmlText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","listText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","text":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：$AAPL 20230120 170.0 PUT$ 段老板的策略很容易理解，1年后$苹果(AAPL)$ 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天$拼多多(PDD)$ 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","images":[{"img":"https://static.tigerbbs.com/6921fb90882bbc7bd56456c332c35845","width":"1506","height":"1282"},{"img":"https://static.tigerbbs.com/6459f1b0fe4787b25fd29e7dad3b3825","width":"1079","height":"1571"},{"img":"https://static.tigerbbs.com/a1572770e1711289477fe84bda5db50e","width":"1053","height":"384"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699365355","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605680540,"gmtCreate":1639151819780,"gmtModify":1639151819933,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605680540","repostId":"1173242614","repostType":4,"repost":{"id":"1173242614","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":1639149896,"share":"https://www.laohu8.com/m/news/1173242614?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对价值160亿美元的Nuance交易的认可，微软股价在早盘交易中上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司以160亿美元收购人工智能和语音技术公司Nuance Communications Inc的交易将获得欧盟反垄断机构的无条件批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购以及新生初创企业和潜在竞争对手被关闭的收购加强审查之际。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将提高其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在提交批准该交易的请求之前，这家美国软件巨头目前正在与英国反垄断机构进行谈判。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于12月21日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构CMA进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance以开创语音技术和帮助推出苹果公司的虚拟助手Siri而闻名，为美国77%的医院提供服务。</blockquote></p><p></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>Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicrosoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-10 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对价值160亿美元的Nuance交易的认可，微软股价在早盘交易中上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司以160亿美元收购人工智能和语音技术公司Nuance Communications Inc的交易将获得欧盟反垄断机构的无条件批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购以及新生初创企业和潜在竞争对手被关闭的收购加强审查之际。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将提高其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在提交批准该交易的请求之前，这家美国软件巨头目前正在与英国反垄断机构进行谈判。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于12月21日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构CMA进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance以开创语音技术和帮助推出苹果公司的虚拟助手Siri而闻名，为美国77%的医院提供服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876738236,"gmtCreate":1637363041414,"gmtModify":1637363041566,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876738236","repostId":"1167395455","repostType":4,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879018149,"gmtCreate":1636670013191,"gmtModify":1636670013357,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879018149","repostId":"1110280933","repostType":4,"repost":{"id":"1110280933","kind":"news","pubTimestamp":1636638948,"share":"https://www.laohu8.com/m/news/1110280933?lang=zh_CN&edition=full","pubTime":"2021-11-11 21:55","market":"us","language":"en","title":"Valens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook<blockquote>瓦伦斯半导体第三季度销售额增长 49%，提升 2021 财年收入前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110280933","media":"Benzinga","summary":"Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marg","content":"<p><div> Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million. Audio-video revenues reached $17.1 million, up 38.5% Y/...</p><p><blockquote><div>Valens Semiconductor Ltd 公布 2021 财年第三季度收入增长 48.8%，达到 1,907 万美元，略高于市场预期的 1,900 万美元。音视频收入达到1710万美元，同比增长38.5%……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Valens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook<blockquote>瓦伦斯半导体第三季度销售额增长 49%，提升 2021 财年收入前景</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nValens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook<blockquote>瓦伦斯半导体第三季度销售额增长 49%，提升 2021 财年收入前景</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-11 21:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million. Audio-video revenues reached $17.1 million, up 38.5% Y/...</p><p><blockquote><div>Valens Semiconductor Ltd 公布 2021 财年第三季度收入增长 48.8%，达到 1,907 万美元，略高于市场预期的 1,900 万美元。音视频收入达到1710万美元，同比增长38.5%……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLN":"Valens Semiconductor Ltd."},"source_url":"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110280933","content_text":"Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million.\nAudio-video revenues reached $17.1 million, up 38.5% Y/Y. Automotive revenues reached $2.0 million, an increase of over 300% Y/Y.\nMargin: Gross margin compression of 200 bps to 72.4% was mainly due to higher automotive revenues that incur lower gross margin than audio-video products.\nValens recorded quarterly bookings of $36.0 million, up over 200% Y/Y.\nValens recorded a backlog of $73.4 million as of September 30.\nEPS loss was $(0.19) versus $(1.17) last year.\nValens held $205.6 million in cash and equivalents.\nOutlook: Valens sees Q4 revenue of $19.4 million - $20.6 million, versus a consensus of $20.1 million. It expects Q4 gross margins of 70%-72%.\nValens raised the FY21 revenue outlook from $69 million to $69.4 million - $70.6 million versus a consensus of $69.6 million.\nPrice Action: VLN shares traded higher by 1.77% at $10.94 in the premarket session on the last check Thursday.","news_type":1,"symbols_score_info":{"VLN":0.9}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879011874,"gmtCreate":1636669922185,"gmtModify":1636669922346,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","text":"$Palantir Technologies Inc.(PLTR)$haiz","images":[{"img":"https://static.tigerbbs.com/47cfe72cea8b3e9b21cd36a1b617dafe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879011874","isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870940684,"gmtCreate":1636584215040,"gmtModify":1636584215040,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>sad. Dca in","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>sad. Dca in","text":"$Palantir Technologies Inc.(PLTR)$sad. Dca in","images":[{"img":"https://static.tigerbbs.com/7647c7b21ccad7c819b8970636dc40bc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870940684","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870940384,"gmtCreate":1636584195711,"gmtModify":1636584195711,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","text":"$Alibaba(BABA)$lets go","images":[{"img":"https://static.tigerbbs.com/ba55a40c60a939737ab134eb6694f0fd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870940384","isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870954984,"gmtCreate":1636584044661,"gmtModify":1636584044661,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","text":"$Alibaba(BABA)$one of the positive stocks yesterday","images":[{"img":"https://static.tigerbbs.com/6d5bcd0e3bd8592c649205492554276b","width":"1080","height":"3073"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870954984","isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847839731,"gmtCreate":1636505092732,"gmtModify":1636505092878,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","text":"$Alibaba(BABA)$lets go","images":[{"img":"https://static.tigerbbs.com/be71bc4492107f0003d21d2da43eb480","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847839731","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847830555,"gmtCreate":1636505019440,"gmtModify":1636505026231,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dca at the bottom","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dca at the bottom","text":"$Palantir Technologies Inc.(PLTR)$dca at the bottom","images":[{"img":"https://static.tigerbbs.com/a5b9492c71171424f51d0fd57464a8ed","width":"1080","height":"2897"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847830555","isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844186512,"gmtCreate":1636411237678,"gmtModify":1636411237927,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","text":"$Alibaba(BABA)$let the rebound begin","images":[{"img":"https://static.tigerbbs.com/e05451daf8f0e9ba0a2d95a639655240","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844186512","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845844961,"gmtCreate":1636331211126,"gmtModify":1636331211269,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","text":"$Alibaba(BABA)$sad.... Hope this is the bottom","images":[{"img":"https://static.tigerbbs.com/c47d18c70b08911b43874b474390dae9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845844961","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845172566,"gmtCreate":1636325409520,"gmtModify":1636325409612,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>he bottom already","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>he bottom already","text":"$Alibaba(BABA)$he bottom already","images":[{"img":"https://static.tigerbbs.com/b87a832eed0cdbee13d7d7405287ba75","width":"1080","height":"2150"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845172566","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842859749,"gmtCreate":1636164152732,"gmtModify":1636164152942,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"More chances pls","listText":"More chances pls","text":"More chances pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842859749","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842859091,"gmtCreate":1636164096105,"gmtModify":1636164110303,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842859091","repostId":"1148829002","repostType":4,"repost":{"id":"1148829002","kind":"news","pubTimestamp":1636119638,"share":"https://www.laohu8.com/m/news/1148829002?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:40","market":"us","language":"en","title":"Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148829002","media":"Seeking Alpha","summary":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署领域，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备可帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司使Palantir拥有先发优势，通过与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</blockquote></p><p></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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署领域，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备可帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司使Palantir拥有先发优势，通过与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148829002","content_text":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.\nInclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.\n\nMichael Vi/iStock Editorial via Getty Images\nThis article is contributed by Han Jie from the Superstocks Seekers team.\nBusiness Overview:\nPalantir Technologies(NYSE:PLTR) is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.\nPalantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.\nA quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.\nGotham\nGotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that Gotham software is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.\nFoundry\nFoundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are BP, for the use of technology to cut greenhouse-gas emissions and 3M which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.\nApollo\nApollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.\nBased on Palantir’s latest earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.\nSource: Palantir Blog\nUnderstanding and taking a Deeper Dive into Palantir SPAC Investments:\nBased on Palantir’s most recent 10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.\nThis investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.\nSource: Palantir’s 10-Q\nWejo\nWejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.\n\nSource: Wejo’s official site\nWejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.\nPalantir and Wejo’s Partnership in the Automotive Industry\nWejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The partnership aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.\nThe partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.\nThrough connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.\nTherefore, this partnership will improve the overall transportation system and experience for all related parties.\nSarcos Robotics\nSource: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value\nSarcos(NASDAQ:STRC) develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.\nRobots as a Service\nOn April 4, 2021, the Company entered into an agreement with Palantir in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.\nUnlocking data in Sarcos’s Robots\nAs mentioned by Ben Wolff, CEO ofSarcosduring a Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.\nPalantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.\nRoivant Sciences\nRoivant Sciences(NASDAQ:ROIV) is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.\nRoivant’s mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.\nSource: Swiss Biotech\nA partnership between Roivant and Palantir\nPalantir has invested $30 million in a private financing round into the SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.\nThrough this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.\nCelularity\nCelularity is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.\nCelularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.\nThis multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.\nThe Value by Palantir to Celularity\nAs shared by Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.\nThrough Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.\nRobert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.\nThe partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.\nNext Growth Driver: Palantir AI/ML Modules on Edge\nAs global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.\nInterconnected Micro Models Ecosystem\nPalantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.\nPalantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions\nPalantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.\nPalantir Edge AI is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.\nUnpacking the Technical White Paper by Palantir on Edge AI\nDiving into the White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.\nTime dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.\nPalantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.\nVery often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.\nRamping up on Sales Team\nPalantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.\nBeyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.\nPalantir’s Sales Growth\nPalantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.\nBeyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.\nPalantir’s Earnings Call\nIn the earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.\nPalantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.\nBy observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.\nThe stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.\nTherefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.\nA first look into the aforementioned Day 0 Companies\nIn the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.\nQuoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"\nPotential of Day 0 Companies\nPalantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.\nTherefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.\nFoundry for Builders initiative\nThe Foundry for Builders initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.\nIn order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.\nPreviously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.\nAs a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.\nValuation\nSource: Author’s own estimation, extracted from 10Q\nThe assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.\nFor FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.\nBased on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.\nAlthough we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.\nConclusion\nPalantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.\nThe “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.\nInvestors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?\nAs an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.\nPalantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.\nBeing able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842850696,"gmtCreate":1636164064483,"gmtModify":1636164064607,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","text":"$Apple(AAPL)$slowly but surely","images":[{"img":"https://static.tigerbbs.com/650c6c3daa6370edad3c3d02a356248f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850696","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842850912,"gmtCreate":1636164042594,"gmtModify":1636164042656,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094815861299460","authorIdStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850912","repostId":"1175918196","repostType":4,"repost":{"id":"1175918196","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":1636119081,"share":"https://www.laohu8.com/m/news/1175918196?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:31","market":"us","language":"en","title":"Stocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175918196","media":"Tiger Newspress","summary":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting o","content":"<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p><p><blockquote>10 月份就业报告好于预期，提振了人们对经济复苏的乐观情绪，美国股市周五上涨。</blockquote></p><p> The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p><p><blockquote>道琼斯工业平均指数上涨203点，标普500上涨0.5%，连续第七天上涨。以科技股为主的纳斯达克综合指数上涨 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p><p><blockquote>抗击疫情的重大进展提振了辉瑞公司的股价，该公司表示其与艾滋病毒药物一起使用的 Covid-19 药物可将住院风险降低 89%，该公司股价上涨超过 7%。</blockquote></p><p> Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p><p><blockquote>复苏股 Expedia 表示，新的旅游需求使其营收和利润高于分析师预期，该公司股价一天内飙升 13%。</blockquote></p><p> Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p><p><blockquote>Peloton 的股价暴跌超过 33%，此前这家健身平台和互动跑步机和健身自行车制造商报告称，由于健身爱好者重返健身房并远离家庭锻炼，其亏损远超预期，并下调了全年展望。</blockquote></p><p> DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p><p><blockquote>在线体育博彩公司 DraftKings 周五下跌，此前该公司公布的第三季度亏损幅度超出了分析师的预期，收入也低于预期。</blockquote></p><p></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>Stocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nStocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-11-05 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p><p><blockquote>10 月份就业报告好于预期，提振了人们对经济复苏的乐观情绪，美国股市周五上涨。</blockquote></p><p> The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p><p><blockquote>道琼斯工业平均指数上涨203点，标普500上涨0.5%，连续第七天上涨。以科技股为主的纳斯达克综合指数上涨 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p><p><blockquote>抗击疫情的重大进展提振了辉瑞公司的股价，该公司表示其与艾滋病毒药物一起使用的 Covid-19 药物可将住院风险降低 89%，该公司股价上涨超过 7%。</blockquote></p><p> Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p><p><blockquote>复苏股 Expedia 表示，新的旅游需求使其营收和利润高于分析师预期，该公司股价一天内飙升 13%。</blockquote></p><p> Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p><p><blockquote>Peloton 的股价暴跌超过 33%，此前这家健身平台和互动跑步机和健身自行车制造商报告称，由于健身爱好者重返健身房并远离家庭锻炼，其亏损远超预期，并下调了全年展望。</blockquote></p><p> DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p><p><blockquote>在线体育博彩公司 DraftKings 周五下跌，此前该公司公布的第三季度亏损幅度超出了分析师的预期，收入也低于预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175918196","content_text":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.\nThe Dow Jones Industrial Average rose 203 points, while S&P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.\n\nA major development in the fight against the pandemic boosted shares of Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.\nRecovery stock Expedia saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.\nPeloton shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes reported a much larger loss than expected and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.\nDraftKings,the online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":841811860,"gmtCreate":1635900654475,"gmtModify":1635900654475,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>okay, will slow down by dca","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>okay, will slow down by dca","text":"$Alibaba(BABA)$okay, will slow down by dca","images":[{"img":"https://static.tigerbbs.com/78ef9d09de8f1d5c25489b447a5e87e0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/841811860","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605680540,"gmtCreate":1639151819780,"gmtModify":1639151819933,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605680540","repostId":"1173242614","repostType":4,"repost":{"id":"1173242614","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":1639149896,"share":"https://www.laohu8.com/m/news/1173242614?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对价值160亿美元的Nuance交易的认可，微软股价在早盘交易中上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司以160亿美元收购人工智能和语音技术公司Nuance Communications Inc的交易将获得欧盟反垄断机构的无条件批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购以及新生初创企业和潜在竞争对手被关闭的收购加强审查之际。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将提高其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在提交批准该交易的请求之前，这家美国软件巨头目前正在与英国反垄断机构进行谈判。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于12月21日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构CMA进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance以开创语音技术和帮助推出苹果公司的虚拟助手Siri而闻名，为美国77%的医院提供服务。</blockquote></p><p></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>Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicrosoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨逾2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-10 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对价值160亿美元的Nuance交易的认可，微软股价在早盘交易中上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司以160亿美元收购人工智能和语音技术公司Nuance Communications Inc的交易将获得欧盟反垄断机构的无条件批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购以及新生初创企业和潜在竞争对手被关闭的收购加强审查之际。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将提高其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在提交批准该交易的请求之前，这家美国软件巨头目前正在与英国反垄断机构进行谈判。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于12月21日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构CMA进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance以开创语音技术和帮助推出苹果公司的虚拟助手Siri而闻名，为美国77%的医院提供服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856539074,"gmtCreate":1635201253318,"gmtModify":1635201264122,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Thx for comment","listText":"Thx for comment","text":"Thx for comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856539074","repostId":"1198885094","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876738236,"gmtCreate":1637363041414,"gmtModify":1637363041566,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876738236","repostId":"1167395455","repostType":4,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879011874,"gmtCreate":1636669922185,"gmtModify":1636669922346,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","text":"$Palantir Technologies Inc.(PLTR)$haiz","images":[{"img":"https://static.tigerbbs.com/47cfe72cea8b3e9b21cd36a1b617dafe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879011874","isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844186512,"gmtCreate":1636411237678,"gmtModify":1636411237927,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","text":"$Alibaba(BABA)$let the rebound begin","images":[{"img":"https://static.tigerbbs.com/e05451daf8f0e9ba0a2d95a639655240","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844186512","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842859091,"gmtCreate":1636164096105,"gmtModify":1636164110303,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842859091","repostId":"1148829002","repostType":4,"repost":{"id":"1148829002","kind":"news","pubTimestamp":1636119638,"share":"https://www.laohu8.com/m/news/1148829002?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:40","market":"us","language":"en","title":"Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148829002","media":"Seeking Alpha","summary":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署领域，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备可帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司使Palantir拥有先发优势，通过与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</blockquote></p><p></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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC 投资和前沿技术推动的人工智能巨头</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的 SPAC 投资组合为该公司提供了投资数十亿美元行业的早期机会，从长远来看，这提供了巨大的上涨空间。</li><li>Apollo for Edge AI 使政府和商业客户能够在各种条件和环境下大规模运营人工智能。</li><li>纳入第0天公司和建筑商初创企业的铸造厂使Palantir能够采用SaaS模式，这提供了额外的经常性收入，同时释放了跨细分市场的额外商业机会。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它是由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立的；2003年，内森·盖廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 的三个平台简要总结： Gotham、Foundry 和 Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、对抗传染病、赢得战争和防止平民犯罪。Palantir也通常将它们称为政府的操作系统。据怀疑，Gotham软件被传言用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。与 Foundry 合作的几家公司包括 BP（利用技术减少温室气体排放）和 3M（选择扩大对 Palantir 铸造平台的使用，以支持其数字化转型，建立动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo 是一个持续交付系统，负责管理和部署 Palantir Gotham 和 Foundry。它的构建是因为客户需要使用多个公共和私有云平台作为其基础设施的一部分。Apollo 允许 Palantir 在各种地形、环境和场景中提供软件即服务 (SaaS)，从而可以轻松地跨云、本地和机密网络使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩大规模的作品。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据 Palantir 八月份最新的财报看涨期权记录，Apollo 被认为是他们的 “秘密优势”，它允许团队将 SaaS 产品带到蓝海部署领域，如无人机、潜艇、卫星、机密网络和内部部署，而不会失去集中管理的 SaaS 解决方案的效率和可扩展性。拥有这样做的灵活性还可以进行适当的部署，并提高热衷于与Palantir合作的公司的采用率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入了解 Palantir SPAC 投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据 Palantir 最近的 10 季度报告，Palantir 已对 10 家不同的公司进行了总计 2.5 亿美元的投资。会议亦强调，有特定条款及条件，该等投资的完成取决于被投资方与其他方之间的拟议业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资战略包括承诺提供商业服务以及与各公司签订的协议，使 Palantir 在扩大其总目标市场 (TAM) 方面具有优势，限制了其下行空间，并在 Palantir 的系统中扎根后带来潜在的爆炸性增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网车辆数据领域的全球领导者。公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的交通和旅程见解，供商业用户利用。从公共部门交通部门到房地产公司，再到车队和物流公司等等，组织可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地进行创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Wejo官方网站</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo 和 Palantir 希望为汽车行业及其他领域的合作伙伴关系创建一个集成的数据生态系统。这是通过 Palantir 对 Wejo 的投资（通过他们与 Virtuoso Acquisition Corp.（纳斯达克股票代码：VOSO）达成合并协议）实现的。通过他们联合发布的新闻稿，Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点，并且有超过10万亿个数据点和480亿次来自联网车辆的行程。与 Palantir 铸造平台的合作还带来了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆现场车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将 Wejo 强大的数据资产与 Palantir 代工厂的实力相结合，以释放一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将侧重于但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网的车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些信息进一步了解和释放新解决方案、机会和加速增长的潜力。这方面的一个例子是，由于在各个驾驶期间整理了数据点，因此能够有效地为移动保险计划定价。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics 计划进行价值 13 亿美元的 SPAC 交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备可帮助人们通过机械肢体和支撑移动重物，减少工作场所伤害，并允许不太能够从事繁重劳动的员工在没有帮助的情况下执行搬运机场行李和制造零部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir签订协议，根据该协议，该公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司 Guardian 商业化后提供机器人即服务的组成部分。®XO和XT机器人。作为回报，Palantir 将通过上市 SPAC 工具投资 2100 万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁萨科斯机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如 Sarcos 首席执行官 Ben Wolff 在接受 Benzinga 采访时提到的那样，此次合作的主要要点和好处是 Sarcos 现在能够监控和评估其机器发出的数据。Sarcos打造的机器人即服务模型是增加劳动力的下一代劳动单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir 的作用至关重要，因为它是监测和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant 建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant 的使命是将每一次效率低下都视为机遇，从而改善为患者提供的医疗服务。Roivant 通过以创造性的方式构建技术和培养人才，更快地开发变革性药物，利用 Roivant 平台推出 “Vants”——灵活且专注的生物制药和健康技术公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant 与 Palantir 的合作伙伴关系</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir 已在 SPAC 的一轮私人融资中投资了 3000 万美元，Roivant Sciences 将在五年内支付 3900 万美元，用于签订协议项下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir 能够扩大其在药物发现和开发方面的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并建立真实世界的证据能力，以支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，随着能够做出更好的决策，这只会带来更大的好处，这将为人类带来净积极的结果，因为数据能够得到更有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity 是一家临床阶段的生物技术公司，开发现成的胎盘衍生的同种异体细胞疗法，包括基因修饰和未修饰的 NK 细胞、包括 CAR-T 细胞在内的工程化 T 细胞和间充质样粘附基质细胞 (ASC)，针对癌症、免疫、感染性和退行性疾病的适应症。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity 通过与 GX Acquisition Corp:（纳斯达克股票代码：GXGX）达成 SPAC 交易上市，该公司估值为 17 亿美元。合并后，该公司宣布 Palantir 将成为该公司的投资者和合作伙伴，Palantir 投资了 2000 万美元，并将在 5 年内提供价值 4000 万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这一多年战略合作伙伴关系将使 Celularity 能够利用 Palantir 的 Foundry AI 平台和 Celularity 目前拥有的深度数据集，加速和推进细胞疗法。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对细胞性的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如 Palantir 首席运营官 Shyam Sankar 所分享的那样，Celularity 的细胞疗法方法及其在胎盘细胞技术领域的变革潜力与 Palantir 能够提供的数据分析能力相得益彰。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够产生有意义的临床见解，这使得组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>CEOCelularity 董事长兼 Robert J. Hariri 也分享说，Palantir 平台能够对与基因组学、分泌组学、表观遗传学以及制造和临床中细胞生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推理提供了基础，并能够实现创造细胞医学下一次进化的共同目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML 边缘模块</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将他们的焦点和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使它们对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈不断改进它们——以循环的方式。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微型模型。微观模型有助于将目标分解成最小的有用任务，并部署模型来解决它们。然后，Palantir软件将这些模型链接在一起。在链接过程中，平台标准化一个模型的输出，以便它们可以成为下游模型的输入，为高级互联工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir 的 Edge AI - 允许软件在极端地形和条件下适用</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir 在 Palantir Foundry 中实现负责任的人工智能/人工智能的方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，当人类被授权理解某些行为背后的知识和基础时，最有效的方式是这样的，这样他们就能够问复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI 是 Palantir 的人工智能编排和传感器融合引擎，可在离线的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge AI极其轻便且节能，将人工智能引入无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等领域。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>解读Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>在白皮书中，我们发现了几个因素，这些因素凸显了 Palantir 平台服务对任务的重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩成分析，并将数据集解压缩成有价值的分析。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云端进行处理，并且报告最准确的分析至关重要。这些分割秒的决策过程将为这些组织提供竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir 提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的地区、地形和条件下不可或缺。它还通过不断汇总和分析在这些条件下产生的数据来创造更多价值。这增加了它在自身和消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>通常，Palantir 对任务至关重要，专为时间和效率至关重要的情况而设计。在无人机、飞机、船舶、机器人、建筑物和卫星等车辆上以各种低带宽、低功耗格式和条件下在线的能力使其极具价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队建设</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立一个强大的销售和营销团队。过去十年为打造卓越产品和训练有素的技术能力而投入的质量和时间已经得到回报，他们现在已经准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司（IBM）、富士通有限公司和英国石油公司等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司来进入中小型企业（SMB）类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir 的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir 继续实现持续增长，第二季度总收入同比增长 49%，达到 3.76 亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了加强直销队伍和扩大分销渠道外，Palantir 还从高度定制、耗时的部署模式转向了稍微标准化的模式。这使得商业合作伙伴可以轻松入职，随着部署和履行变得更加高效，周转时间也可以缩短，这种转变还减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir 的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2财报看涨期权中，首席运营官Sankar还提到，公司进一步聘请了更多销售代表，第二季度增加了60多名销售代表。这超过了上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir 第二季度净增 20 名新客户，第二季度商业客户数量增长 32%。第二季度的合同总价值也超过 9 亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都具有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir 的立场也发生了变化，过去首席执行官亚历克斯-卡普（Alex Karp）曾提到，公司的技术足够好，可以推销自己，公司里的每个人都是工程师，团队里没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司的认可和发展到拥抱其销售团队，也表明 Alex Karp 相信 Palantir 的产品已经准备好迎接大规模的规模化和增长。众所周知，“火上浇油”就是最好的例证，这些额外的销售人员将使整体市场采用率向 Palantir 倾斜。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第 0 天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权上，高管团队提到，他们还将进一步关注 Day 0 公司，以便为公司提供更多的商业推广机会，并扩大 Palantir 的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官桑卡尔的话： “我们正在通过 Foundry for Builders 计划，让更多的 0 天公司能够使用 Foundry，该计划为早期公司提供使用 Foundry 的机会，使这些公司能够从一开始就在 Foundry 上开展业务，使他们不仅能够高效地管理，而且能够利用不断增长的业务日益复杂的复杂性来颠覆现有公司，并在市场上取得胜利。虽然竞争对手因传统 IT 投资和痴迷于在内部重新发明每个轮子而陷入困境，但这些公司没有 IT 目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第 0 天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir 的管理层还表示，通过识别这些处于解决巨大问题前沿的 0 日公司或创新型公司，Palantir 可以缩短时间，因为这些公司中的大多数都具有灵活性和适应性。他们拥有解决巨大问题的专注愿景和雄心，也能够完成并与Palantir密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司使Palantir拥有先发优势，通过与它们合作并实现它们的目标和目的。这建立了双方同时受益的长期合作伙伴关系，Palantir 能够进一步将其收益和资本再投资于这些公司，从而产生飞轮效应，从而在未来带来更多股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders 计划于 7 月启动，旨在通过为早期公司提供 Palantir Foundry 平台来支持它们，以进一步支持这些公司的发展。该平台通过为其数据创建一个中央操作系统来改变组织的运行方式，该系统旨在随着复杂性的增加而扩展，同时为数据驱动的决策提供动力。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了增加这些初创企业的可及性，Palantir 以订阅模式授权 Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir 与政府、大型企业和跨国公司的商业模式是签订数百万美元的多年协议。该等合约随后于到期前续期。这些小公司的加入使Palantir获得了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的增加，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自行估计，摘自 10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对 2021 年至 2025 年 30% 的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于自由现金流百分比利润率，我们根据几个参考点进行建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>基于 30 倍的自由现金流价格，估计内在价值约为 11.83 美元。如果我们使用40倍的价格来释放现金流，估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们将在即将发布的季度财报中注意到的几个关键领域是：(1) 提高利润率，(2) 增长率是否按照管理层的指导逐步下降，或者在未来几个季度继续保持在 40% 以上，(3) SPAC 投资的情况如何，以及是否有任何我们应该注意的现金拖累，(4) 基于股份的薪酬 (SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>多年来，Palantir不断发展其商业模式。从过度关注政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂 ”计划也让小型公司有机会与大型企业在同一领域竞争。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴不断扩大规模，他们可能会有更多的服务需求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续关注这些特殊目的收购公司的投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司不继续表现，Palantir 的战略会是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有公司股票的投资者，我的观点是将这些视为看涨期权期权，甚至认为 Palantir 正在拿出超额留存收益投资于令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为 10-50 的装袋商，这将极大地有利于拥有股份的 Palantir。有一件事是肯定的，信任管理团队继续寻找合适的业务伙伴和合作伙伴是很重要的。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域获得优势。通过这些见解，他们能够持续执行并将类似行业的其他公司纳入他们的平台。通过向中小型企业开放， Palantiris 还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术，使Palantir能够保持相关性，并建立进一步的关系，以解决世界各地的更大问题!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148829002","content_text":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.\nInclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.\n\nMichael Vi/iStock Editorial via Getty Images\nThis article is contributed by Han Jie from the Superstocks Seekers team.\nBusiness Overview:\nPalantir Technologies(NYSE:PLTR) is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.\nPalantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.\nA quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.\nGotham\nGotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that Gotham software is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.\nFoundry\nFoundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are BP, for the use of technology to cut greenhouse-gas emissions and 3M which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.\nApollo\nApollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.\nBased on Palantir’s latest earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.\nSource: Palantir Blog\nUnderstanding and taking a Deeper Dive into Palantir SPAC Investments:\nBased on Palantir’s most recent 10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.\nThis investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.\nSource: Palantir’s 10-Q\nWejo\nWejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.\n\nSource: Wejo’s official site\nWejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.\nPalantir and Wejo’s Partnership in the Automotive Industry\nWejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The partnership aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.\nThe partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.\nThrough connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.\nTherefore, this partnership will improve the overall transportation system and experience for all related parties.\nSarcos Robotics\nSource: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value\nSarcos(NASDAQ:STRC) develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.\nRobots as a Service\nOn April 4, 2021, the Company entered into an agreement with Palantir in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.\nUnlocking data in Sarcos’s Robots\nAs mentioned by Ben Wolff, CEO ofSarcosduring a Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.\nPalantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.\nRoivant Sciences\nRoivant Sciences(NASDAQ:ROIV) is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.\nRoivant’s mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.\nSource: Swiss Biotech\nA partnership between Roivant and Palantir\nPalantir has invested $30 million in a private financing round into the SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.\nThrough this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.\nCelularity\nCelularity is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.\nCelularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.\nThis multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.\nThe Value by Palantir to Celularity\nAs shared by Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.\nThrough Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.\nRobert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.\nThe partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.\nNext Growth Driver: Palantir AI/ML Modules on Edge\nAs global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.\nInterconnected Micro Models Ecosystem\nPalantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.\nPalantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions\nPalantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.\nPalantir Edge AI is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.\nUnpacking the Technical White Paper by Palantir on Edge AI\nDiving into the White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.\nTime dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.\nPalantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.\nVery often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.\nRamping up on Sales Team\nPalantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.\nBeyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.\nPalantir’s Sales Growth\nPalantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.\nBeyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.\nPalantir’s Earnings Call\nIn the earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.\nPalantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.\nBy observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.\nThe stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.\nTherefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.\nA first look into the aforementioned Day 0 Companies\nIn the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.\nQuoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"\nPotential of Day 0 Companies\nPalantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.\nTherefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.\nFoundry for Builders initiative\nThe Foundry for Builders initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.\nIn order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.\nPreviously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.\nAs a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.\nValuation\nSource: Author’s own estimation, extracted from 10Q\nThe assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.\nFor FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.\nBased on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.\nAlthough we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.\nConclusion\nPalantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.\nThe “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.\nInvestors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?\nAs an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.\nPalantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.\nBeing able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843336758,"gmtCreate":1635807768492,"gmtModify":1635807768492,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>no more moon, to mars","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>no more moon, to mars","text":"$Tesla Motors(TSLA)$no more moon, to mars","images":[{"img":"https://static.tigerbbs.com/c40b17b2a35e96d84228fd60e97312bd","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843336758","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842850912,"gmtCreate":1636164042594,"gmtModify":1636164042656,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850912","repostId":"1175918196","repostType":4,"repost":{"id":"1175918196","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":1636119081,"share":"https://www.laohu8.com/m/news/1175918196?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:31","market":"us","language":"en","title":"Stocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175918196","media":"Tiger Newspress","summary":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting o","content":"<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p><p><blockquote>10 月份就业报告好于预期，提振了人们对经济复苏的乐观情绪，美国股市周五上涨。</blockquote></p><p> The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p><p><blockquote>道琼斯工业平均指数上涨203点，标普500上涨0.5%，连续第七天上涨。以科技股为主的纳斯达克综合指数上涨 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p><p><blockquote>抗击疫情的重大进展提振了辉瑞公司的股价，该公司表示其与艾滋病毒药物一起使用的 Covid-19 药物可将住院风险降低 89%，该公司股价上涨超过 7%。</blockquote></p><p> Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p><p><blockquote>复苏股 Expedia 表示，新的旅游需求使其营收和利润高于分析师预期，该公司股价一天内飙升 13%。</blockquote></p><p> Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p><p><blockquote>Peloton 的股价暴跌超过 33%，此前这家健身平台和互动跑步机和健身自行车制造商报告称，由于健身爱好者重返健身房并远离家庭锻炼，其亏损远超预期，并下调了全年展望。</blockquote></p><p> DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p><p><blockquote>在线体育博彩公司 DraftKings 周五下跌，此前该公司公布的第三季度亏损幅度超出了分析师的预期，收入也低于预期。</blockquote></p><p></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>Stocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nStocks open higher after stronger-than-expected jobs report<blockquote>就业报告强于预期后股市开盘走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-11-05 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p><p><blockquote>10 月份就业报告好于预期，提振了人们对经济复苏的乐观情绪，美国股市周五上涨。</blockquote></p><p> The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p><p><blockquote>道琼斯工业平均指数上涨203点，标普500上涨0.5%，连续第七天上涨。以科技股为主的纳斯达克综合指数上涨 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p><p><blockquote>抗击疫情的重大进展提振了辉瑞公司的股价，该公司表示其与艾滋病毒药物一起使用的 Covid-19 药物可将住院风险降低 89%，该公司股价上涨超过 7%。</blockquote></p><p> Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p><p><blockquote>复苏股 Expedia 表示，新的旅游需求使其营收和利润高于分析师预期，该公司股价一天内飙升 13%。</blockquote></p><p> Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p><p><blockquote>Peloton 的股价暴跌超过 33%，此前这家健身平台和互动跑步机和健身自行车制造商报告称，由于健身爱好者重返健身房并远离家庭锻炼，其亏损远超预期，并下调了全年展望。</blockquote></p><p> DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p><p><blockquote>在线体育博彩公司 DraftKings 周五下跌，此前该公司公布的第三季度亏损幅度超出了分析师的预期，收入也低于预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175918196","content_text":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.\nThe Dow Jones Industrial Average rose 203 points, while S&P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.\n\nA major development in the fight against the pandemic boosted shares of Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.\nRecovery stock Expedia saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.\nPeloton shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes reported a much larger loss than expected and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.\nDraftKings,the online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846872432,"gmtCreate":1636075487704,"gmtModify":1636075487704,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094815861299460","idStr":"4094815861299460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>or<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>for the metaverse? I choose MSFT","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>or<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>for the metaverse? I choose MSFT","text":"$Microsoft(MSFT)$or$Meta Platforms, Inc.(FB)$for the metaverse? I choose MSFT","images":[{"img":"https://static.tigerbbs.com/cbbe81d0e2008756cbfe485eb602457a","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846872432","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}