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2021-08-08

Omg…

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2021-08-08

$SEA LTD(SE)$yeah yeah

2021-06-18

SPACE is power

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2021-05-27

Now 2021

Why Amazon's MGM Deal Is Bad for Netflix

2021-05-27

[Miser]

What Does Palantir's New Space Force Deal Mean for Investors?

2021-05-27

Wuhoo

2021-05-01

Sklz 666

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is power","listText":"SPACE is power","text":"SPACE is power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162019271","repostId":"2144477966","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135315320,"gmtCreate":1622130780460,"gmtModify":1631891545125,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Now 2021","listText":"Now 2021","text":"Now 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135315320","repostId":"2138291120","repostType":4,"repost":{"id":"2138291120","pubTimestamp":1622121900,"share":"https://www.laohu8.com/m/news/2138291120?lang=&edition=full","pubTime":"2021-05-27 21:25","market":"us","language":"en","title":"Why Amazon's MGM Deal Is Bad for Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=2138291120","media":"Motley Fool","summary":"The streamer will need to fight for every subscriber it can.","content":"<p><b>Amazon</b>'s (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival <b>Netflix</b> (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming arena.</p><p>After Netflix added fewer than 4 million new subscribers in the first quarter and said it expects to add only around 1 million in the second, analysts believe Amazon's movie deal makes it imperative that Netflix show it can resume growth in the back half of the year.</p><p>For years Netflix has been the straw that stirred streaming video's drink, and as more competitors entered the market during the pandemic's year of lockdowns, it largely remained the premiere streamer.</p><p>Yet there are limits to just how many services consumers will subscribe to. Though Netflix is often still considered to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the default options, Benchmark analyst Matthew Harrigan just told investors in a research note the \"global video streaming playing field is looking ever less unipolar\" around Netflix, and rival services will be seen as much more competitive.</p><p>He's not alone. Truist analyst Matthew Thornton says Amazon's Prime Video is now \"more formidable,\" though he only sees it as \"modestly negative\" for Netflix and <b>Walt Disney</b>, and Piper Sandler analyst Thomas Champion said he believes it \"may be a bigger issue\" for the two.</p><p>The deal gives Amazon much greater access to quality content and could lead Netflix to lose more content. Since more studios are diverting more content to their own direct-to-consumer services, Netflix will need to rely upon greater amounts of original movies and shows.</p><p>That may not be as much of a draw for luring in new subscribers, and could be more worrisome if the deal signals there is more consolidation on the horizon.</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>Why Amazon's MGM Deal Is Bad for Netflix</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\">\nWhy Amazon's MGM Deal Is Bad for Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival Netflix (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138291120","content_text":"Amazon's (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival Netflix (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming arena.After Netflix added fewer than 4 million new subscribers in the first quarter and said it expects to add only around 1 million in the second, analysts believe Amazon's movie deal makes it imperative that Netflix show it can resume growth in the back half of the year.For years Netflix has been the straw that stirred streaming video's drink, and as more competitors entered the market during the pandemic's year of lockdowns, it largely remained the premiere streamer.Yet there are limits to just how many services consumers will subscribe to. Though Netflix is often still considered to be one of the default options, Benchmark analyst Matthew Harrigan just told investors in a research note the \"global video streaming playing field is looking ever less unipolar\" around Netflix, and rival services will be seen as much more competitive.He's not alone. Truist analyst Matthew Thornton says Amazon's Prime Video is now \"more formidable,\" though he only sees it as \"modestly negative\" for Netflix and Walt Disney, and Piper Sandler analyst Thomas Champion said he believes it \"may be a bigger issue\" for the two.The deal gives Amazon much greater access to quality content and could lead Netflix to lose more content. Since more studios are diverting more content to their own direct-to-consumer services, Netflix will need to rely upon greater amounts of original movies and shows.That may not be as much of a draw for luring in new subscribers, and could be more worrisome if the deal signals there is more consolidation on the horizon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135316497,"gmtCreate":1622130700219,"gmtModify":1631891545131,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135316497","repostId":"2138120575","repostType":4,"repost":{"id":"2138120575","pubTimestamp":1622121960,"share":"https://www.laohu8.com/m/news/2138120575?lang=&edition=full","pubTime":"2021-05-27 21:26","market":"us","language":"en","title":"What Does Palantir's New Space Force Deal Mean for Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138120575","media":"Motley Fool","summary":"The data mining firm wins another government contract -- but it probably won't silence the bears.","content":"<p><b>Palantir </b>(NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will expand its existing partnerships with both agencies.</p>\n<p>Space Force will use Palantir's services to support its Space Command and Control program at the National Space Defense Center and the Combined Space Operations Center. The Air Force will use Palantir's analytics tools to support its \"Project Brown Heron\" data gathering platform.</p>\n<p>Palantir will also crunch data for NORAD-NORTHCOM's Joint All Domain Command and Control (JADC2) upgrades, which focus on \"ingesting and modeling high-scale data\" for planning and executing military missions.</p>\n<p>This sounds like another positive development for Palantir's government-facing business, but will it bring some bulls back to a stock that lost about 20% of its value over the past three months?</p>\n<h2>Why did Palantir's stock tumble?</h2>\n<p>Palantir, which derives its name from the all-seeing orbs in <i>The Lord of the Rings</i>, enables government agencies and companies to gather and analyze data from disparate sources.</p>\n<p>Its Gotham platform mainly serves U.S. government agencies, and it boldly declared it would become the \"default operating system for data access across the U.S. government\" in its S-1 filing last year. Its Foundry platform provides similar tools to private companies and organizations.</p>\n<p>Palantir generated 56% of&nbsp;its revenue from government customers last year, while the remaining 44% came from commercial customers. Here's how fast those businesses grew in 2020 and&nbsp;the first quarter of 2021.</p>\n<table border=\"1\" width=\"624\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"214\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"176\"><p>FY 2020</p></th>\n   <th width=\"190\"><p>Q1 2021</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Government</b></p></td>\n   <td width=\"176\"><p>77%</p></td>\n   <td width=\"190\"><p>76%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Commercial</b></p></td>\n   <td width=\"176\"><p>22%</p></td>\n   <td width=\"190\"><p>19%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Total</b></p></td>\n   <td width=\"176\"><p>47%</p></td>\n   <td width=\"190\"><p>49%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Palantir. YOY = Year over year.</p>\n<p>Palantir's growth rates are impressive, but three issues are holding the stock back. First, it trades at nearly 30 times this year's sales, which could limit its upside potential as the market rotates from growth to value stocks. It expects its annual revenue to grow at least 30% between 2021 and 2025, but those long-term estimates might not justify its frothy valuations.</p>\n<p>Second, Palantir is unprofitable on a GAAP basis. Its net loss widened from $580 million in 2019 to $1.2 billion in 2020, then widened again year over year from $54 million to $123 million in the first quarter.</p>\n<p>Lastly, some investors believe the long-term growth potential of Palantir's government business is limited. They claim it must expand its commercial business to grow into its valuations, but that it faces too many entrenched competitors in the AI-powered enterprise analytics space.</p>\n<h2>Strengthening its core business, but not silencing the bears</h2>\n<p>Palantir's new Space Force and Air Force deal will complement its growing list of new and expanded U.S. government contracts, which already include deals with the U.S. Army, the Food and Drug Administration, the Central Intelligence Agency, and Immigration and Customs Enforcement.</p>\n<p>That's good news for Palantir since its revenue from U.S. government agencies surged 83% year over year last quarter and accounted for the lion's share of its government revenue. But it also doesn't really counter any of the bearish arguments against the stock.</p>\n<p>Palantir's government deals also remain opaque and controversial. Its technology was reportedly used to locate and kill Osama Bin Laden in 2011, but ICE also deployed its tools to track and deport undocumented immigrants under the Trump administration.</p>\n<p>That mixed reputation -- which sparked protests in the past -- might prevent some companies from using Palantir's Foundry platform, especially when less controversial companies like <b>C3.ai</b>, <b>Alteryx</b>, and <b>salesforce.com</b> all offer comparable data-crunching services.</p>\n<h2>The key takeaways</h2>\n<p>I personally own a small position in Palantir, since I'm intrigued by its long-term growth potential. But the latest Air Force and Space Force deal only represents 2% of its projected revenue this year, so it won't move the needle or resolve its most pressing problems.</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>What Does Palantir's New Space Force Deal Mean for Investors?</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\">\nWhat Does Palantir's New Space Force Deal Mean for Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold"},"source_url":"https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138120575","content_text":"Palantir (NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will expand its existing partnerships with both agencies.\nSpace Force will use Palantir's services to support its Space Command and Control program at the National Space Defense Center and the Combined Space Operations Center. The Air Force will use Palantir's analytics tools to support its \"Project Brown Heron\" data gathering platform.\nPalantir will also crunch data for NORAD-NORTHCOM's Joint All Domain Command and Control (JADC2) upgrades, which focus on \"ingesting and modeling high-scale data\" for planning and executing military missions.\nThis sounds like another positive development for Palantir's government-facing business, but will it bring some bulls back to a stock that lost about 20% of its value over the past three months?\nWhy did Palantir's stock tumble?\nPalantir, which derives its name from the all-seeing orbs in The Lord of the Rings, enables government agencies and companies to gather and analyze data from disparate sources.\nIts Gotham platform mainly serves U.S. government agencies, and it boldly declared it would become the \"default operating system for data access across the U.S. government\" in its S-1 filing last year. Its Foundry platform provides similar tools to private companies and organizations.\nPalantir generated 56% of its revenue from government customers last year, while the remaining 44% came from commercial customers. Here's how fast those businesses grew in 2020 and the first quarter of 2021.\n\n\n\n\nRevenue Growth (YOY)\nFY 2020\nQ1 2021\n\n\nGovernment\n77%\n76%\n\n\nCommercial\n22%\n19%\n\n\nTotal\n47%\n49%\n\n\n\nData source: Palantir. YOY = Year over year.\nPalantir's growth rates are impressive, but three issues are holding the stock back. First, it trades at nearly 30 times this year's sales, which could limit its upside potential as the market rotates from growth to value stocks. It expects its annual revenue to grow at least 30% between 2021 and 2025, but those long-term estimates might not justify its frothy valuations.\nSecond, Palantir is unprofitable on a GAAP basis. Its net loss widened from $580 million in 2019 to $1.2 billion in 2020, then widened again year over year from $54 million to $123 million in the first quarter.\nLastly, some investors believe the long-term growth potential of Palantir's government business is limited. They claim it must expand its commercial business to grow into its valuations, but that it faces too many entrenched competitors in the AI-powered enterprise analytics space.\nStrengthening its core business, but not silencing the bears\nPalantir's new Space Force and Air Force deal will complement its growing list of new and expanded U.S. government contracts, which already include deals with the U.S. Army, the Food and Drug Administration, the Central Intelligence Agency, and Immigration and Customs Enforcement.\nThat's good news for Palantir since its revenue from U.S. government agencies surged 83% year over year last quarter and accounted for the lion's share of its government revenue. But it also doesn't really counter any of the bearish arguments against the stock.\nPalantir's government deals also remain opaque and controversial. Its technology was reportedly used to locate and kill Osama Bin Laden in 2011, but ICE also deployed its tools to track and deport undocumented immigrants under the Trump administration.\nThat mixed reputation -- which sparked protests in the past -- might prevent some companies from using Palantir's Foundry platform, especially when less controversial companies like C3.ai, Alteryx, and salesforce.com all offer comparable data-crunching services.\nThe key takeaways\nI personally own a small position in Palantir, since I'm intrigued by its long-term growth potential. But the latest Air Force and Space Force deal only represents 2% of its projected revenue this year, so it won't move the needle or resolve its most pressing problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135318229,"gmtCreate":1622130613661,"gmtModify":1631891545131,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Wuhoo","listText":"Wuhoo","text":"Wuhoo","images":[{"img":"https://static.tigerbbs.com/bb7c6883769f7db4919ce9fc26b512f8","width":"1125","height":"3299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135318229","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103449509,"gmtCreate":1619809374601,"gmtModify":1631891545137,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Sklz 666","listText":"Sklz 666","text":"Sklz 666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103449509","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":891124121,"gmtCreate":1628352465563,"gmtModify":1631891545123,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Omg…","listText":"Omg…","text":"Omg…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891124121","repostId":"2157492883","repostType":4,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891124207,"gmtCreate":1628352570309,"gmtModify":1631883654206,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>yeah yeah","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>yeah yeah","text":"$SEA LTD(SE)$yeah yeah","images":[{"img":"https://static.tigerbbs.com/162112dd7ba9b7579936397242ddda67","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891124207","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162019271,"gmtCreate":1624027324393,"gmtModify":1631891545122,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"SPACE is power","listText":"SPACE is power","text":"SPACE is power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162019271","repostId":"2144477966","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135315320,"gmtCreate":1622130780460,"gmtModify":1631891545125,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Now 2021","listText":"Now 2021","text":"Now 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135315320","repostId":"2138291120","repostType":4,"repost":{"id":"2138291120","pubTimestamp":1622121900,"share":"https://www.laohu8.com/m/news/2138291120?lang=&edition=full","pubTime":"2021-05-27 21:25","market":"us","language":"en","title":"Why Amazon's MGM Deal Is Bad for Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=2138291120","media":"Motley Fool","summary":"The streamer will need to fight for every subscriber it can.","content":"<p><b>Amazon</b>'s (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival <b>Netflix</b> (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming arena.</p><p>After Netflix added fewer than 4 million new subscribers in the first quarter and said it expects to add only around 1 million in the second, analysts believe Amazon's movie deal makes it imperative that Netflix show it can resume growth in the back half of the year.</p><p>For years Netflix has been the straw that stirred streaming video's drink, and as more competitors entered the market during the pandemic's year of lockdowns, it largely remained the premiere streamer.</p><p>Yet there are limits to just how many services consumers will subscribe to. Though Netflix is often still considered to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the default options, Benchmark analyst Matthew Harrigan just told investors in a research note the \"global video streaming playing field is looking ever less unipolar\" around Netflix, and rival services will be seen as much more competitive.</p><p>He's not alone. Truist analyst Matthew Thornton says Amazon's Prime Video is now \"more formidable,\" though he only sees it as \"modestly negative\" for Netflix and <b>Walt Disney</b>, and Piper Sandler analyst Thomas Champion said he believes it \"may be a bigger issue\" for the two.</p><p>The deal gives Amazon much greater access to quality content and could lead Netflix to lose more content. Since more studios are diverting more content to their own direct-to-consumer services, Netflix will need to rely upon greater amounts of original movies and shows.</p><p>That may not be as much of a draw for luring in new subscribers, and could be more worrisome if the deal signals there is more consolidation on the horizon.</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>Why Amazon's MGM Deal Is Bad for Netflix</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\">\nWhy Amazon's MGM Deal Is Bad for Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival Netflix (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/05/27/why-amazons-mgm-deal-is-bad-for-netflix/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138291120","content_text":"Amazon's (NASDAQ:AMZN) blockbuster acquisition of MGM Studios for $8.4 billion could cause headaches for rival Netflix (NASDAQ:NFLX) as it creates a much more formidable competitor in the streaming arena.After Netflix added fewer than 4 million new subscribers in the first quarter and said it expects to add only around 1 million in the second, analysts believe Amazon's movie deal makes it imperative that Netflix show it can resume growth in the back half of the year.For years Netflix has been the straw that stirred streaming video's drink, and as more competitors entered the market during the pandemic's year of lockdowns, it largely remained the premiere streamer.Yet there are limits to just how many services consumers will subscribe to. Though Netflix is often still considered to be one of the default options, Benchmark analyst Matthew Harrigan just told investors in a research note the \"global video streaming playing field is looking ever less unipolar\" around Netflix, and rival services will be seen as much more competitive.He's not alone. Truist analyst Matthew Thornton says Amazon's Prime Video is now \"more formidable,\" though he only sees it as \"modestly negative\" for Netflix and Walt Disney, and Piper Sandler analyst Thomas Champion said he believes it \"may be a bigger issue\" for the two.The deal gives Amazon much greater access to quality content and could lead Netflix to lose more content. Since more studios are diverting more content to their own direct-to-consumer services, Netflix will need to rely upon greater amounts of original movies and shows.That may not be as much of a draw for luring in new subscribers, and could be more worrisome if the deal signals there is more consolidation on the horizon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135316497,"gmtCreate":1622130700219,"gmtModify":1631891545131,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135316497","repostId":"2138120575","repostType":4,"repost":{"id":"2138120575","pubTimestamp":1622121960,"share":"https://www.laohu8.com/m/news/2138120575?lang=&edition=full","pubTime":"2021-05-27 21:26","market":"us","language":"en","title":"What Does Palantir's New Space Force Deal Mean for Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138120575","media":"Motley Fool","summary":"The data mining firm wins another government contract -- but it probably won't silence the bears.","content":"<p><b>Palantir </b>(NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will expand its existing partnerships with both agencies.</p>\n<p>Space Force will use Palantir's services to support its Space Command and Control program at the National Space Defense Center and the Combined Space Operations Center. The Air Force will use Palantir's analytics tools to support its \"Project Brown Heron\" data gathering platform.</p>\n<p>Palantir will also crunch data for NORAD-NORTHCOM's Joint All Domain Command and Control (JADC2) upgrades, which focus on \"ingesting and modeling high-scale data\" for planning and executing military missions.</p>\n<p>This sounds like another positive development for Palantir's government-facing business, but will it bring some bulls back to a stock that lost about 20% of its value over the past three months?</p>\n<h2>Why did Palantir's stock tumble?</h2>\n<p>Palantir, which derives its name from the all-seeing orbs in <i>The Lord of the Rings</i>, enables government agencies and companies to gather and analyze data from disparate sources.</p>\n<p>Its Gotham platform mainly serves U.S. government agencies, and it boldly declared it would become the \"default operating system for data access across the U.S. government\" in its S-1 filing last year. Its Foundry platform provides similar tools to private companies and organizations.</p>\n<p>Palantir generated 56% of&nbsp;its revenue from government customers last year, while the remaining 44% came from commercial customers. Here's how fast those businesses grew in 2020 and&nbsp;the first quarter of 2021.</p>\n<table border=\"1\" width=\"624\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"214\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"176\"><p>FY 2020</p></th>\n   <th width=\"190\"><p>Q1 2021</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Government</b></p></td>\n   <td width=\"176\"><p>77%</p></td>\n   <td width=\"190\"><p>76%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Commercial</b></p></td>\n   <td width=\"176\"><p>22%</p></td>\n   <td width=\"190\"><p>19%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"214\"><p><b>Total</b></p></td>\n   <td width=\"176\"><p>47%</p></td>\n   <td width=\"190\"><p>49%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Palantir. YOY = Year over year.</p>\n<p>Palantir's growth rates are impressive, but three issues are holding the stock back. First, it trades at nearly 30 times this year's sales, which could limit its upside potential as the market rotates from growth to value stocks. It expects its annual revenue to grow at least 30% between 2021 and 2025, but those long-term estimates might not justify its frothy valuations.</p>\n<p>Second, Palantir is unprofitable on a GAAP basis. Its net loss widened from $580 million in 2019 to $1.2 billion in 2020, then widened again year over year from $54 million to $123 million in the first quarter.</p>\n<p>Lastly, some investors believe the long-term growth potential of Palantir's government business is limited. They claim it must expand its commercial business to grow into its valuations, but that it faces too many entrenched competitors in the AI-powered enterprise analytics space.</p>\n<h2>Strengthening its core business, but not silencing the bears</h2>\n<p>Palantir's new Space Force and Air Force deal will complement its growing list of new and expanded U.S. government contracts, which already include deals with the U.S. Army, the Food and Drug Administration, the Central Intelligence Agency, and Immigration and Customs Enforcement.</p>\n<p>That's good news for Palantir since its revenue from U.S. government agencies surged 83% year over year last quarter and accounted for the lion's share of its government revenue. But it also doesn't really counter any of the bearish arguments against the stock.</p>\n<p>Palantir's government deals also remain opaque and controversial. Its technology was reportedly used to locate and kill Osama Bin Laden in 2011, but ICE also deployed its tools to track and deport undocumented immigrants under the Trump administration.</p>\n<p>That mixed reputation -- which sparked protests in the past -- might prevent some companies from using Palantir's Foundry platform, especially when less controversial companies like <b>C3.ai</b>, <b>Alteryx</b>, and <b>salesforce.com</b> all offer comparable data-crunching services.</p>\n<h2>The key takeaways</h2>\n<p>I personally own a small position in Palantir, since I'm intrigued by its long-term growth potential. But the latest Air Force and Space Force deal only represents 2% of its projected revenue this year, so it won't move the needle or resolve its most pressing problems.</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>What Does Palantir's New Space Force Deal Mean for Investors?</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\">\nWhat Does Palantir's New Space Force Deal Mean for Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold"},"source_url":"https://www.fool.com/investing/2021/05/27/what-does-palantir-new-space-force-deal-mean-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138120575","content_text":"Palantir (NYSE:PLTR) recently announced it will support the U.S. Space Force and Air Force's \"critical missions\" with cloud-based data services in a new $32.5 million contract. The new deal will expand its existing partnerships with both agencies.\nSpace Force will use Palantir's services to support its Space Command and Control program at the National Space Defense Center and the Combined Space Operations Center. The Air Force will use Palantir's analytics tools to support its \"Project Brown Heron\" data gathering platform.\nPalantir will also crunch data for NORAD-NORTHCOM's Joint All Domain Command and Control (JADC2) upgrades, which focus on \"ingesting and modeling high-scale data\" for planning and executing military missions.\nThis sounds like another positive development for Palantir's government-facing business, but will it bring some bulls back to a stock that lost about 20% of its value over the past three months?\nWhy did Palantir's stock tumble?\nPalantir, which derives its name from the all-seeing orbs in The Lord of the Rings, enables government agencies and companies to gather and analyze data from disparate sources.\nIts Gotham platform mainly serves U.S. government agencies, and it boldly declared it would become the \"default operating system for data access across the U.S. government\" in its S-1 filing last year. Its Foundry platform provides similar tools to private companies and organizations.\nPalantir generated 56% of its revenue from government customers last year, while the remaining 44% came from commercial customers. Here's how fast those businesses grew in 2020 and the first quarter of 2021.\n\n\n\n\nRevenue Growth (YOY)\nFY 2020\nQ1 2021\n\n\nGovernment\n77%\n76%\n\n\nCommercial\n22%\n19%\n\n\nTotal\n47%\n49%\n\n\n\nData source: Palantir. YOY = Year over year.\nPalantir's growth rates are impressive, but three issues are holding the stock back. First, it trades at nearly 30 times this year's sales, which could limit its upside potential as the market rotates from growth to value stocks. It expects its annual revenue to grow at least 30% between 2021 and 2025, but those long-term estimates might not justify its frothy valuations.\nSecond, Palantir is unprofitable on a GAAP basis. Its net loss widened from $580 million in 2019 to $1.2 billion in 2020, then widened again year over year from $54 million to $123 million in the first quarter.\nLastly, some investors believe the long-term growth potential of Palantir's government business is limited. They claim it must expand its commercial business to grow into its valuations, but that it faces too many entrenched competitors in the AI-powered enterprise analytics space.\nStrengthening its core business, but not silencing the bears\nPalantir's new Space Force and Air Force deal will complement its growing list of new and expanded U.S. government contracts, which already include deals with the U.S. Army, the Food and Drug Administration, the Central Intelligence Agency, and Immigration and Customs Enforcement.\nThat's good news for Palantir since its revenue from U.S. government agencies surged 83% year over year last quarter and accounted for the lion's share of its government revenue. But it also doesn't really counter any of the bearish arguments against the stock.\nPalantir's government deals also remain opaque and controversial. Its technology was reportedly used to locate and kill Osama Bin Laden in 2011, but ICE also deployed its tools to track and deport undocumented immigrants under the Trump administration.\nThat mixed reputation -- which sparked protests in the past -- might prevent some companies from using Palantir's Foundry platform, especially when less controversial companies like C3.ai, Alteryx, and salesforce.com all offer comparable data-crunching services.\nThe key takeaways\nI personally own a small position in Palantir, since I'm intrigued by its long-term growth potential. But the latest Air Force and Space Force deal only represents 2% of its projected revenue this year, so it won't move the needle or resolve its most pressing problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135318229,"gmtCreate":1622130613661,"gmtModify":1631891545131,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Wuhoo","listText":"Wuhoo","text":"Wuhoo","images":[{"img":"https://static.tigerbbs.com/bb7c6883769f7db4919ce9fc26b512f8","width":"1125","height":"3299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135318229","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103449509,"gmtCreate":1619809374601,"gmtModify":1631891545137,"author":{"id":"3578151079663718","authorId":"3578151079663718","name":"CEM","avatar":"https://static.tigerbbs.com/01b60d76cf956114becb36a0d775ec0d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578151079663718","authorIdStr":"3578151079663718"},"themes":[],"htmlText":"Sklz 666","listText":"Sklz 666","text":"Sklz 666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103449509","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}