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2021-12-14

Great ariticle, would you like to share it?

外媒头条：美联储可能上演历史罕见鹰派转变

2021-12-13

Nice. Pls like & comment

Palantir Remains an Enigma for Wall Street

2021-12-06

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-11-15

$Apple(AAPL)$strong company buy seem can't break 160

2021-11-10

$Nike(NKE)$slow steady

2021-11-06

$Meta Platforms, Inc.(FB)$candle not nice today

2021-11-04

$Lemonade, Inc.(LMND)$the candle not a good one

2021-11-03

$NASDAQ-100 Index ETF(QQQ)$ROI greater than bank interest 🤑

2021-11-02

$Sea Ltd(SE)$time to go up

2021-11-01

$Microsoft(MSFT)$🤩🤩🤩

2021-10-31

$NASDAQ-100 Index ETF(QQQ)$slow and steady

2021-10-31

$Meta Platforms, Inc.(FB)$meta. Finally

2021-10-30

$Tesla Motors(TSLA)$❤❤❤

2021-10-29

$Tesla Motors(TSLA)$🥳🥳

2021-10-26

$Tesla Motors(TSLA)$yay... thousand..

2021-10-26

$Magnite, Inc.(MGNI)$slow...🥺

2021-10-25

$Sea Ltd(SE)$if today drop to EMA, will add shares. Hold for long to grow.

2021-10-24

$Tesla Motors(TSLA)$🤩

2021-10-15

$PayPal(PYPL)$good fundamental company to be in your portfolio

2021-10-12

$Tesla Motors(TSLA)$😍

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604478627","repostId":"2191098415","repostType":2,"repost":{"id":"2191098415","pubTimestamp":1639431600,"share":"https://www.laohu8.com/m/news/2191098415?lang=&edition=full","pubTime":"2021-12-14 05:40","market":"hk","language":"zh","title":"外媒头条：美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":"　　纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。　　这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。　　经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学：omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示，消费者对经济的乐观程度下降。</p>\n<p>调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”</p>\n<p>在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条：美联储可能上演历史罕见鹰派转变</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SPY":"标普500ETF","DDM":"道指两倍做多ETF",".DJI":"道琼斯","BK4504":"桥水持仓","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SH":"标普500反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191098415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示，消费者对经济的乐观程度下降。\n调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。\n\n牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。\n“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”\n在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。\nFeroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。\n此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604344975,"gmtCreate":1639355173450,"gmtModify":1639355174921,"author":{"id":"3571829172898870","authorId":"3571829172898870","name":"Miaka","avatar":"https://static.tigerbbs.com/a12ca8f946949499400ef1b9182e2a97","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice. Pls like &amp; comment","listText":"Nice. Pls like &amp; comment","text":"Nice. Pls like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604344975","repostId":"1184953093","repostType":4,"repost":{"id":"1184953093","pubTimestamp":1639353015,"share":"https://www.laohu8.com/m/news/1184953093?lang=&edition=full","pubTime":"2021-12-13 07:50","market":"us","language":"en","title":"Palantir Remains an Enigma for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1184953093","media":"InvestorPlace","summary":"PLTR stock is trading in the teens for only the second time in 2021","content":"<p>Investors in&nbsp;<b>PalantirTechnologies</b>(NYSE:<b><u>PLTR</u></b>) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.</p>\n<p>However, the earliest investors in Palantir are still sitting pretty. PLTR stock&nbsp;went public in September 2020&nbsp;via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the&nbsp;past 14 months.</p>\n<p>I happened to&nbsp;read a November article&nbsp;in&nbsp;<i>Fortune</i>&nbsp;about&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its&nbsp;core business.</p>\n<p>Here’s my take on this hypothesis.</p>\n<p><b>My Take on Palantir’s SPAC Investments</b></p>\n<p><i>Fortune</i>&nbsp;spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.</p>\n<blockquote>\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n <i>Fortune</i>. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n</blockquote>\n<p>Another analyst mentioned in&nbsp;<i>Fortune’s</i>&nbsp;story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.</p>\n<p>According to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.</p>\n<p>As I stated in&nbsp;my November article&nbsp;about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.</p>\n<p>However, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.</p>\n<p>But don’t take my word for it. I would&nbsp;read the&nbsp;<i>Fortune</i>&nbsp;article&nbsp;and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.</p>\n<p><b>Palantir Zigs When Others Zag</b></p>\n<p>There is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.</p>\n<p>As I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.</p>\n<p>In May, I took issue with Palantir CEO Alex Karp’s&nbsp;billion-dollar compensation&nbsp;in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”</p>\n<p>That said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.</p>\n<p><b>The Bottom Line on PLTR Stock</b></p>\n<p>By the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.</p>\n<p>As I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is&nbsp;$17.06&nbsp;on May 11.</p>\n<p>If you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.</p>","source":"lsy1606302653667","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 Remains an Enigma for Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Remains an Enigma for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late...</p>\n\n<a href=\"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/\">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://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184953093","content_text":"Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.\nHowever, the earliest investors in Palantir are still sitting pretty. PLTR stock went public in September 2020 via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the past 14 months.\nI happened to read a November article in Fortune about Palantir Technologies(NYSE:PLTR) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its core business.\nHere’s my take on this hypothesis.\nMy Take on Palantir’s SPAC Investments\nFortune spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.\n\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n Fortune. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n\nAnother analyst mentioned in Fortune’s story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.\nAccording to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.\nAs I stated in my November article about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.\nHowever, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.\nBut don’t take my word for it. I would read the Fortune article and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.\nPalantir Zigs When Others Zag\nThere is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.\nAs I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.\nIn May, I took issue with Palantir CEO Alex Karp’s billion-dollar compensation in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”\nThat said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.\nThe Bottom Line on PLTR Stock\nBy the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.\nAs I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is $17.06 on May 11.\nIf you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608517056,"gmtCreate":1638758073399,"gmtModify":1638758074140,"author":{"id":"3571829172898870","authorId":"3571829172898870","name":"Miaka","avatar":"https://static.tigerbbs.com/a12ca8f946949499400ef1b9182e2a97","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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