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三轮车跑得快

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三轮车跑得快

2021-12-09

$Cloudflare, Inc.(NET)$Hold hold 😌😌

三轮车跑得快

2021-12-06

$Cloudflare, Inc.(NET)$What’s happening

三轮车跑得快

2021-11-29

Amd

Better Semiconductor Stock: Nvidia or AMD

三轮车跑得快

2021-11-24

$Pasithea Therapeutics Corp.(KTTA)$能过8块吗

三轮车跑得快

2021-11-24

$Pasithea Therapeutics Corp.(KTTA)$Price prediction?

三轮车跑得快

2021-11-23

$Pasithea Therapeutics Corp.(KTTA)$可以到多少

三轮车跑得快

2021-11-19

$Rivian Automotive, Inc.(RIVN)$可以空吗？

三轮车跑得快

2021-11-17

$Cloudflare, Inc.(NET)$敢敢冲吧 🔥🔥

三轮车跑得快

2021-11-12

$AMD(AMD)$为啥一直落呀

三轮车跑得快

2021-11-11

$SoFi Technologies Inc.(SOFI)$????

三轮车跑得快

2021-11-09

$Cloudflare, Inc.(NET)$C’mon baby 🤩🤩

三轮车跑得快

2021-11-09

Hmm

Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y

三轮车跑得快

2021-11-03

$Pershing Square Tontine Holdings(PSTH)$This one still got hope or not

三轮车跑得快

2021-10-29

K

抱歉，原内容已删除

三轮车跑得快

2021-10-26

$Tesla Motors(TSLA)$冲到地球爆炸吧 🚀 let’s fly to the mooooon babyyyy 🪐✨

三轮车跑得快

2021-10-22

$Phunware, Inc.(PHUN)$Knn

三轮车跑得快

2021-10-22

$Digital World Acquisition Corp(DWAC)$Seems like game has ended

三轮车跑得快

2021-10-22

$Digital World Acquisition Corp(DWAC)$Weak

三轮车跑得快

2021-10-22

$Digital World Acquisition Corp(DWAC)$盘前100可能吗？

三轮车跑得快

2021-10-22

$Digital World Acquisition Corp(DWAC)$开始你的表演吧

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>Hold hold 😌😌","listText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>Hold hold 😌😌","text":"$Cloudflare, Inc.(NET)$Hold hold 😌😌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602547977","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608784813,"gmtCreate":1638791192382,"gmtModify":1638791513826,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570099344379608","authorIdStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>What’s happening","listText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>What’s happening","text":"$Cloudflare, Inc.(NET)$What’s happening","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608784813","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600779176,"gmtCreate":1638201163733,"gmtModify":1638201273194,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570099344379608","authorIdStr":"3570099344379608"},"themes":[],"htmlText":"Amd&nbsp;","listText":"Amd&nbsp;","text":"Amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600779176","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","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>Better Semiconductor Stock: Nvidia or AMD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4567":"ESG概念","BK4543":"AI","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4549":"软银资本持仓","NVDA":"英伟达","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874813341,"gmtCreate":1637755335811,"gmtModify":1637755335962,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570099344379608","authorIdStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KTTA\">$Pasithea Therapeutics Corp.(KTTA)$</a>能过8块吗","listText":"<a href=\"https://laohu8.com/S/KTTA\">$Pasithea Therapeutics Corp.(KTTA)$</a>能过8块吗","text":"$Pasithea Therapeutics 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20:07","market":"us","language":"en","title":"Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y","url":"https://stock-news.laohu8.com/highlight/detail?id=1105674649","media":"businesswire","summary":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended","content":"<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p>\n<p><b>Q3 2021 Highlights</b></p>\n<ul>\n <li>Total revenue grew 36% year-over-year to $392 million</li>\n <li>Added 34 net new customers in Q3</li>\n <li>Commercial customer count grew 46% quarter-over-quarter</li>\n <li>US commercial revenue grew 103% year-over-year</li>\n <li>Cash flow from operations of $101 million, representing a 26% margin</li>\n <li>Adjusted free cash flow of $119 million, representing a 30% margin</li>\n <li>Closed 54 deals of $1 million or more, of which:</li>\n <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li>\n <li>GAAP net loss per share, diluted of $(0.05)</li>\n <li>Adjusted earnings per share, diluted of $0.04</li>\n</ul>\n<p><b>Q1-Q3 2021 Highlights</b></p>\n<ul>\n <li>Total revenue grew 44% year-over-year to $1.1 billion</li>\n <li>Commercial customer count increased 135% since December 31, 2020</li>\n <li>Cash flow from operations of $240 million, representing a 22% margin</li>\n <li>Adjusted free cash flow of $320 million, representing a 29% margin</li>\n</ul>\n<p><b>Q3 2021 Financial Summary</b></p>\n<p><img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p>\n<table>\n <tbody>\n  <tr></tr>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Outlook</b></p>\n<p>For Q4 2021, we expect:</p>\n<ul>\n <li>$418 million in revenue.</li>\n <li>Adjusted operating margin of 22%.</li>\n</ul>\n<p>For full year 2021:</p>\n<ul>\n <li>We expect revenue growth of 40% to $1.527 billion.</li>\n <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li>\n</ul>\n<p>Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p>\n<ul>\n <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li>\n</ul>\n<p>Palantir&nbsp;shares&nbsp;once&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584686423112","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 Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 20:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY><strong>businesswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded...</p>\n\n<a href=\"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105674649","content_text":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded 34 net new customers in Q3\nCommercial customer count grew 46% quarter-over-quarter\nUS commercial revenue grew 103% year-over-year\nCash flow from operations of $101 million, representing a 26% margin\nAdjusted free cash flow of $119 million, representing a 30% margin\nClosed 54 deals of $1 million or more, of which:\nTotal remaining deal value grew 50% year-over-year to $3.6 billion\nGAAP net loss per share, diluted of $(0.05)\nAdjusted earnings per share, diluted of $0.04\n\nQ1-Q3 2021 Highlights\n\nTotal revenue grew 44% year-over-year to $1.1 billion\nCommercial customer count increased 135% since December 31, 2020\nCash flow from operations of $240 million, representing a 22% margin\nAdjusted free cash flow of $320 million, representing a 29% margin\n\nQ3 2021 Financial Summary\n\n\n\n\n\n\n\nOutlook\nFor Q4 2021, we expect:\n\n$418 million in revenue.\nAdjusted operating margin of 22%.\n\nFor full year 2021:\n\nWe expect revenue growth of 40% to $1.527 billion.\nWe are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.\n\nPer long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:\n\nAnnual revenue growth of 30% or greater for 2021 through 2025.\n\nPalantir shares once rose nearly 5% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841548007,"gmtCreate":1635928721127,"gmtModify":1635928721247,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570099344379608","authorIdStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>This one still got hope or not&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>This one still got hope or not&nbsp;","text":"$Pershing Square Tontine Holdings(PSTH)$This one still got hope or 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ended","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851857470","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851852251,"gmtCreate":1634895301234,"gmtModify":1634897010284,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570099344379608","authorIdStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Weak","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Weak","text":"$Digital World Acquisition 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Corp(DWAC)$开始你的表演吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851893311","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":825837409,"gmtCreate":1634216162002,"gmtModify":1634216195538,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Can buy now?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Can buy now?","text":"$Tiger Brokers(TIGR)$Can buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/825837409","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860971933,"gmtCreate":1632128116022,"gmtModify":1632802667960,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/860971933","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","pubTimestamp":1632091615,"share":"https://www.laohu8.com/m/news/1194891884?lang=&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p>","source":"lsy1601382232898","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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","CRM":"赛富时",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","FDX":"联邦快递","COST":"好市多","ADBE":"Adobe","NKE":"耐克"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896755235,"gmtCreate":1628606956527,"gmtModify":1631886827579,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"Impossible pizza&nbsp;","listText":"Impossible pizza&nbsp;","text":"Impossible pizza","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/896755235","repostId":"2158746004","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":841548007,"gmtCreate":1635928721127,"gmtModify":1635928721247,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>This one still got hope or not&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>This one still got hope or not&nbsp;","text":"$Pershing Square Tontine Holdings(PSTH)$This one still got hope or not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/841548007","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857611970,"gmtCreate":1635521403952,"gmtModify":1635521404106,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857611970","repostId":"2179249063","repostType":4,"repost":{"id":"2179249063","pubTimestamp":1635520571,"share":"https://www.laohu8.com/m/news/2179249063?lang=&edition=full","pubTime":"2021-10-29 23:16","market":"us","language":"en","title":"Charter Stock Sags As Pay-TV Losses Increase, Broadband Growth Moderates","url":"https://stock-news.laohu8.com/highlight/detail?id=2179249063","media":"Deadline","summary":"Charter Communications posted third-quarter results above Wall Street’s expectations, but its stock ","content":"<p><a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a> posted third-quarter results above Wall Street’s expectations, but its stock nevertheless lost ground in early trading.</p>\n<p>The No. 2 U.S. cable operator and major internet provider reported income of $6.50 a share, well above analysts’ estimates and an improvement from $3.90 in the year-ago quarter. Revenue ticked up 9% to $13.15 billion.</p>\n<p>Shares in Charter slid almost 3% to about $685, though initial trading volume was light. The stock has gained about 7% in 2021 to date.</p>\n<p>Charter said it shed 133,000 residential video customers in the quarter, compared with an increase of 53,000 in the same quarter in 2020. The decline was sharper than the loss of&nbsp; 77,000 in the third quarter of 2019. As of September 30, Charter had 15.3 million residential video customers.</p>\n<p>When internet, wireless and video are added together, though, Charter is continuing to gain ground, albeit gradually. The company added 243,000 residential internet customers in the third quarter, about half the number of new customers (494,000) who signed up during the Covid-hit third quarter of 2020.</p>\n<p>Broadband and wireless are key business priorities for Charter and the company has bundled them together in a single offering. In reporting its quarterly results, Charter said the bundle has reached two million subscribers.</p>\n<p>Charter CEO Tom Rutledge was asked during a conference call with analysts about rival Comcast’s recent expansion into smart-TV (the X-Class) and its ambition to be a streaming gateway.</p>\n<p>“Charter is the biggest live-streaming app in the country,” Rutledge countered, noting that the company has more than 10 million customers who connect with Charter only via streaming. “We like the Comcast strategy, with regard to their putting their platform on televisions. We think there’s lots of opportunity for us to continue to change the video model and to take advantage of our relationship with customers and to make the video model more efficient for programmers and for operators and to bring value back to television.”</p>","source":"yahoofinance","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>Charter Stock Sags As Pay-TV Losses Increase, Broadband Growth Moderates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCharter Stock Sags As Pay-TV Losses Increase, Broadband Growth Moderates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-29 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/charter-stock-sags-pay-tv-135538379.html><strong>Deadline</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charter Communications posted third-quarter results above Wall Street’s expectations, but its stock nevertheless lost ground in early trading.\nThe No. 2 U.S. cable operator and major internet provider...</p>\n\n<a href=\"https://finance.yahoo.com/news/charter-stock-sags-pay-tv-135538379.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHTR":"特许通讯"},"source_url":"https://finance.yahoo.com/news/charter-stock-sags-pay-tv-135538379.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2179249063","content_text":"Charter Communications posted third-quarter results above Wall Street’s expectations, but its stock nevertheless lost ground in early trading.\nThe No. 2 U.S. cable operator and major internet provider reported income of $6.50 a share, well above analysts’ estimates and an improvement from $3.90 in the year-ago quarter. Revenue ticked up 9% to $13.15 billion.\nShares in Charter slid almost 3% to about $685, though initial trading volume was light. The stock has gained about 7% in 2021 to date.\nCharter said it shed 133,000 residential video customers in the quarter, compared with an increase of 53,000 in the same quarter in 2020. The decline was sharper than the loss of  77,000 in the third quarter of 2019. As of September 30, Charter had 15.3 million residential video customers.\nWhen internet, wireless and video are added together, though, Charter is continuing to gain ground, albeit gradually. The company added 243,000 residential internet customers in the third quarter, about half the number of new customers (494,000) who signed up during the Covid-hit third quarter of 2020.\nBroadband and wireless are key business priorities for Charter and the company has bundled them together in a single offering. In reporting its quarterly results, Charter said the bundle has reached two million subscribers.\nCharter CEO Tom Rutledge was asked during a conference call with analysts about rival Comcast’s recent expansion into smart-TV (the X-Class) and its ambition to be a streaming gateway.\n“Charter is the biggest live-streaming app in the country,” Rutledge countered, noting that the company has more than 10 million customers who connect with Charter only via streaming. “We like the Comcast strategy, with regard to their putting their platform on televisions. We think there’s lots of opportunity for us to continue to change the video model and to take advantage of our relationship with customers and to make the video model more efficient for programmers and for operators and to bring value back to television.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851036226,"gmtCreate":1634858117381,"gmtModify":1634868211654,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Price predictions? Little casino 🎰[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Price predictions? Little casino 🎰[Miser]&nbsp;","text":"$Digital World Acquisition Corp(DWAC)$Price predictions? Little casino 🎰[Miser]","images":[{"img":"https://static.tigerbbs.com/dac8fbefba642bfb4d94558843494b1a","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851036226","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600779176,"gmtCreate":1638201163733,"gmtModify":1638201273194,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"Amd&nbsp;","listText":"Amd&nbsp;","text":"Amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600779176","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","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>Better Semiconductor Stock: Nvidia or AMD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4567":"ESG概念","BK4543":"AI","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4549":"软银资本持仓","NVDA":"英伟达","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847984125,"gmtCreate":1636472431998,"gmtModify":1636472432354,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>C’mon baby 🤩🤩","listText":"<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a>C’mon baby 🤩🤩","text":"$Cloudflare, Inc.(NET)$C’mon baby 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🔥🔥","images":[{"img":"https://static.tigerbbs.com/671b5686a0067a254707460239bf95d2","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878168545","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847990297,"gmtCreate":1636470526803,"gmtModify":1636470554352,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847990297","repostId":"1105674649","repostType":2,"repost":{"id":"1105674649","pubTimestamp":1636459675,"share":"https://www.laohu8.com/m/news/1105674649?lang=&edition=full","pubTime":"2021-11-09 20:07","market":"us","language":"en","title":"Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y","url":"https://stock-news.laohu8.com/highlight/detail?id=1105674649","media":"businesswire","summary":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended","content":"<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p>\n<p><b>Q3 2021 Highlights</b></p>\n<ul>\n <li>Total revenue grew 36% year-over-year to $392 million</li>\n <li>Added 34 net new customers in Q3</li>\n <li>Commercial customer count grew 46% quarter-over-quarter</li>\n <li>US commercial revenue grew 103% year-over-year</li>\n <li>Cash flow from operations of $101 million, representing a 26% margin</li>\n <li>Adjusted free cash flow of $119 million, representing a 30% margin</li>\n <li>Closed 54 deals of $1 million or more, of which:</li>\n <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li>\n <li>GAAP net loss per share, diluted of $(0.05)</li>\n <li>Adjusted earnings per share, diluted of $0.04</li>\n</ul>\n<p><b>Q1-Q3 2021 Highlights</b></p>\n<ul>\n <li>Total revenue grew 44% year-over-year to $1.1 billion</li>\n <li>Commercial customer count increased 135% since December 31, 2020</li>\n <li>Cash flow from operations of $240 million, representing a 22% margin</li>\n <li>Adjusted free cash flow of $320 million, representing a 29% margin</li>\n</ul>\n<p><b>Q3 2021 Financial Summary</b></p>\n<p><img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p>\n<table>\n <tbody>\n  <tr></tr>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Outlook</b></p>\n<p>For Q4 2021, we expect:</p>\n<ul>\n <li>$418 million in revenue.</li>\n <li>Adjusted operating margin of 22%.</li>\n</ul>\n<p>For full year 2021:</p>\n<ul>\n <li>We expect revenue growth of 40% to $1.527 billion.</li>\n <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li>\n</ul>\n<p>Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p>\n<ul>\n <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li>\n</ul>\n<p>Palantir&nbsp;shares&nbsp;once&nbsp;rose&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584686423112","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 Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 20:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY><strong>businesswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded...</p>\n\n<a href=\"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105674649","content_text":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded 34 net new customers in Q3\nCommercial customer count grew 46% quarter-over-quarter\nUS commercial revenue grew 103% year-over-year\nCash flow from operations of $101 million, representing a 26% margin\nAdjusted free cash flow of $119 million, representing a 30% margin\nClosed 54 deals of $1 million or more, of which:\nTotal remaining deal value grew 50% year-over-year to $3.6 billion\nGAAP net loss per share, diluted of $(0.05)\nAdjusted earnings per share, diluted of $0.04\n\nQ1-Q3 2021 Highlights\n\nTotal revenue grew 44% year-over-year to $1.1 billion\nCommercial customer count increased 135% since December 31, 2020\nCash flow from operations of $240 million, representing a 22% margin\nAdjusted free cash flow of $320 million, representing a 29% margin\n\nQ3 2021 Financial Summary\n\n\n\n\n\n\n\nOutlook\nFor Q4 2021, we expect:\n\n$418 million in revenue.\nAdjusted operating margin of 22%.\n\nFor full year 2021:\n\nWe expect revenue growth of 40% to $1.527 billion.\nWe are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.\n\nPer long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:\n\nAnnual revenue growth of 30% or greater for 2021 through 2025.\n\nPalantir shares once rose nearly 5% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851558875,"gmtCreate":1634915956832,"gmtModify":1634915957298,"author":{"id":"3570099344379608","authorId":"3570099344379608","name":"三轮车跑得快","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570099344379608","idStr":"3570099344379608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Knn","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>Knn","text":"$Phunware, 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