Dollarmagnet的个人主页 - 老虎社区

Dollarmagnet

Dollarmagnet

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2021-12-17

$Adagio Therapeutics(ADGI)$😌

2021-12-15

Oic

@深海芒果猫:为什么Grab上市之后狂跌不止

2021-12-15

Sigh

@CY_Ng:$Sea Ltd(SE)$和$MercadoLibre(MELI)$最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入

2021-12-15

👌

@价值投资为王:严重低估！管理层怒斥14亿回购，被闷杀的万亿赛道能否逆袭？

2021-12-11

👍

抱歉，原内容已删除

2021-12-11

$Apple(AAPL)$200 soon

2021-12-11

$Nu Holdings Ltd.(NU)$Yeah

2021-12-10

✅

Will Apple Stock’s Rally Fizzle Out? Don’t Bet on It.

2021-11-30

$OVERSEA-CHINESE BANKING CORP(O39.SI)$Chilled, playing golf ? 😂

2021-11-30

$SINGAPORE EXCHANGE LIMITED(S68.SI)$How can?

2021-11-30

$SINGAPORE EXCHANGE LIMITED(S68.SI)$Can someone tell me why?

2021-11-23

$iSpecimen Inc.(ISPC)$Yeah

2021-11-23

$Pfizer(PFE)$😄

2021-11-22

[Happy]

Rivian Topped Ford and GM Combined. How the Old-School Car Makers Could Get a Boost From EVs.

2021-11-20

$Apple(AAPL)$😇

2021-11-18

$Apple(AAPL)$😇

2021-11-11

$Apple(AAPL)$Yea

2021-11-09

✅

Hertz Shareholders Raise $1.3 Billion in Nasdaq Listing

2021-11-09

$AEye, Inc.(LIDR)$Yeah up up

2021-11-09

$Kyndryl(KD)$Free shares

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target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;并不是通过传统的首次公开募股(IPO)方式上市的企业，而是采用与Altimeter Growth Corp合并的SPAC企业。这种类型上市的企业监管相对宽松一些，这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。而Grab上市时发行价为13.05美元，估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的，上市之后股价下跌是可以理解的。2.受疫情反复不断拖累Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 <a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>&nbsp;、DoorDash和Venmo的合体。但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;，外卖平台巨头有FoodPanda。而Grab打车业务受COVID疫情的影响颇为严重，目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。3.公司财务状况糟糕透顶Grab在2021年上半年没有任何毛利，净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整","listText":"有粉丝问猫猫为什么Grab上市之后狂跌不止，猫猫今天就简单分析下原因：1.Grab上市估值泡沫过大<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;并不是通过传统的首次公开募股(IPO)方式上市的企业，而是采用与Altimeter Growth Corp合并的SPAC企业。这种类型上市的企业监管相对宽松一些，这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。而Grab上市时发行价为13.05美元，估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的，上市之后股价下跌是可以理解的。2.受疫情反复不断拖累Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 <a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>&nbsp;、DoorDash和Venmo的合体。但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;，外卖平台巨头有FoodPanda。而Grab打车业务受COVID疫情的影响颇为严重，目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。3.公司财务状况糟糕透顶Grab在2021年上半年没有任何毛利，净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整","text":"有粉丝问猫猫为什么Grab上市之后狂跌不止，猫猫今天就简单分析下原因：1.Grab上市估值泡沫过大$Grab Holdings(GRAB)$ 并不是通过传统的首次公开募股(IPO)方式上市的企业，而是采用与Altimeter Growth Corp合并的SPAC企业。这种类型上市的企业监管相对宽松一些，这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。而Grab上市时发行价为13.05美元，估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的，上市之后股价下跌是可以理解的。2.受疫情反复不断拖累Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 $优步(UBER)$ 、DoorDash和Venmo的合体。但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有$Sea Ltd(SE)$ ，外卖平台巨头有FoodPanda。而Grab打车业务受COVID疫情的影响颇为严重，目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。3.公司财务状况糟糕透顶Grab在2021年上半年没有任何毛利，净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整","images":[{"img":"https://static.tigerbbs.com/65b0dc0e90fe84fe4df7faba0a52cfbe","width":"900","height":"383"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605013909","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607167404,"gmtCreate":1639500333702,"gmtModify":1639500333702,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"Sigh&nbsp;","listText":"Sigh&nbsp;","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607167404","repostId":"604031512","repostType":1,"repost":{"id":604031512,"gmtCreate":1639277991493,"gmtModify":1639279122465,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562206499105387","idStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>和<a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>和<a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","text":"$Sea Ltd(SE)$和$MercadoLibre(MELI)$最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","images":[{"img":"https://static.tigerbbs.com/05419632f36d2fd65c8d3caa70ef2aec","width":"1440","height":"4049"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604031512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607167829,"gmtCreate":1639500269662,"gmtModify":1639500269662,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607167829","repostId":"607029702","repostType":1,"repost":{"id":607029702,"gmtCreate":1639460874968,"gmtModify":1639485609685,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"严重低估！管理层怒斥14亿回购，被闷杀的万亿赛道能否逆袭？","htmlText":"10个月前，互联网医疗板块是何等的风光——<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a>&nbsp;市值曾超4000亿港币，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>&nbsp;一经上市，短短12个交易日，股价上涨超180%！往日的辉煌似曾昨日，如今阿里健康跌没了3000亿，京东健康腰斩不止，<a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a>&nbsp;更是腰斩、再腰斩，股价较最高点回落80%！惨，比中概股还惨的板块。如今，管理层终于看不下去了，平安好医生在本周一盘前发布公告，拟耗资13.8亿人民币用于股份回购，回购股份数量占发行总股份的10%！这则回购公告对低迷的股价来说无疑是一针强心剂，平安好医生当日大涨7.4%，同时带动阿里健康、京东健康盘中一度大涨超6%。在回购公告中，平安好医生管理层认为当下股价被低估，实打实的回购，是否意味着互联网医疗在闷杀之后迎来逆袭机遇？期待越高，失望越大！互联网医疗赛道曾经光芒万丈，主要是2020年疫情爆发之后，线下就诊遇阻，线上医疗服务迎来爆发，国家相关部门也出台相关制度大力支持，如2020年12月，卫健委发布《关于进一步推进“互联网+护理服务”试点工作的通知》，提出2021年扩大“互联网+护理服务”试点范围，各省至少确定1个城市开展试点。2020年11月，药监局发布的《药品网络销售监督管理办法（征求意见稿）》指出在确保电子处方来源真实、可靠的前提下，允许网络销售处方药。一系列政策加持之下，互联网医疗概念股突飞猛进，阿里健康和平安好医生股价皆较疫情前翻倍不止。","listText":"10个月前，互联网医疗板块是何等的风光——<a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a>&nbsp;市值曾超4000亿港币，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>&nbsp;一经上市，短短12个交易日，股价上涨超180%！往日的辉煌似曾昨日，如今阿里健康跌没了3000亿，京东健康腰斩不止，<a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a>&nbsp;更是腰斩、再腰斩，股价较最高点回落80%！惨，比中概股还惨的板块。如今，管理层终于看不下去了，平安好医生在本周一盘前发布公告，拟耗资13.8亿人民币用于股份回购，回购股份数量占发行总股份的10%！这则回购公告对低迷的股价来说无疑是一针强心剂，平安好医生当日大涨7.4%，同时带动阿里健康、京东健康盘中一度大涨超6%。在回购公告中，平安好医生管理层认为当下股价被低估，实打实的回购，是否意味着互联网医疗在闷杀之后迎来逆袭机遇？期待越高，失望越大！互联网医疗赛道曾经光芒万丈，主要是2020年疫情爆发之后，线下就诊遇阻，线上医疗服务迎来爆发，国家相关部门也出台相关制度大力支持，如2020年12月，卫健委发布《关于进一步推进“互联网+护理服务”试点工作的通知》，提出2021年扩大“互联网+护理服务”试点范围，各省至少确定1个城市开展试点。2020年11月，药监局发布的《药品网络销售监督管理办法（征求意见稿）》指出在确保电子处方来源真实、可靠的前提下，允许网络销售处方药。一系列政策加持之下，互联网医疗概念股突飞猛进，阿里健康和平安好医生股价皆较疫情前翻倍不止。","text":"10个月前，互联网医疗板块是何等的风光——$阿里健康(00241)$ 市值曾超4000亿港币，$京东健康(06618)$ 一经上市，短短12个交易日，股价上涨超180%！往日的辉煌似曾昨日，如今阿里健康跌没了3000亿，京东健康腰斩不止，$平安好医生(01833)$ 更是腰斩、再腰斩，股价较最高点回落80%！惨，比中概股还惨的板块。如今，管理层终于看不下去了，平安好医生在本周一盘前发布公告，拟耗资13.8亿人民币用于股份回购，回购股份数量占发行总股份的10%！这则回购公告对低迷的股价来说无疑是一针强心剂，平安好医生当日大涨7.4%，同时带动阿里健康、京东健康盘中一度大涨超6%。在回购公告中，平安好医生管理层认为当下股价被低估，实打实的回购，是否意味着互联网医疗在闷杀之后迎来逆袭机遇？期待越高，失望越大！互联网医疗赛道曾经光芒万丈，主要是2020年疫情爆发之后，线下就诊遇阻，线上医疗服务迎来爆发，国家相关部门也出台相关制度大力支持，如2020年12月，卫健委发布《关于进一步推进“互联网+护理服务”试点工作的通知》，提出2021年扩大“互联网+护理服务”试点范围，各省至少确定1个城市开展试点。2020年11月，药监局发布的《药品网络销售监督管理办法（征求意见稿）》指出在确保电子处方来源真实、可靠的前提下，允许网络销售处方药。一系列政策加持之下，互联网医疗概念股突飞猛进，阿里健康和平安好医生股价皆较疫情前翻倍不止。","images":[{"img":"https://static.tigerbbs.com/19aaa5c71952be13799d63f5d9ce145b"},{"img":"https://static.tigerbbs.com/117dac466c6c0df779a1a656c7ddf5f6"},{"img":"https://static.tigerbbs.com/5fd0fdf04190b05a08eccc099f726c9c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607029702","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605541077,"gmtCreate":1639197953696,"gmtModify":1639197953696,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605541077","repostId":"2190002673","repostType":4,"isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605543064,"gmtCreate":1639197842284,"gmtModify":1639197842284,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>200 soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>200 soon&nbsp;","text":"$Apple(AAPL)$200 soon","images":[{"img":"https://static.tigerbbs.com/71fa0d7927da3be7834ad149423bdca1","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605543064","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605656648,"gmtCreate":1639157643282,"gmtModify":1639157643282,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>Yeah&nbsp;","listText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>Yeah&nbsp;","text":"$Nu Holdings Ltd.(NU)$Yeah","images":[{"img":"https://static.tigerbbs.com/87a2243601038321f7d53cdba26ca67b","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605656648","isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605151878,"gmtCreate":1639133542825,"gmtModify":1639133542825,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"✅&nbsp;","listText":"✅&nbsp;","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605151878","repostId":"1185363632","repostType":4,"repost":{"id":"1185363632","kind":"news","pubTimestamp":1639125824,"share":"https://www.laohu8.com/m/news/1185363632?lang=&edition=full","pubTime":"2021-12-10 16:43","market":"us","language":"en","title":"Will Apple Stock’s Rally Fizzle Out? Don’t Bet on It.","url":"https://stock-news.laohu8.com/highlight/detail?id=1185363632","media":"Barrons","summary":"Apple stock has been on a tear, and nothing seems to be able to knock it down for long. When I see t","content":"<p>Apple&nbsp;stock has been on a tear, and nothing seems to be able to knock it down for long. When I see that kind of acceleration, I usually start thinking it’s time to sell. The thing is, with Apple stock, it might not be.</p>\n<p>Apple stock (ticker: AAPL) has jumped 19% during the past month of trading, easily outperforming the&nbsp;Dow Jones Industrial Average’s 0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance. It’s an amazing move when compared with the overall market, and how little bad news seems to hurt the stock. It even goes up when nearly everything else goes down.</p>\n<p>The gain also marks an acceleration for the stock. On Thursday, Apple was up 0.3% at $175.58, more than 15% above its 50-day moving average of $152.30. We looked at that hoping it would serve as a sell signal, but that’s not the case. During the past five years, Apple stock has gone on to advance 2% in the two weeks after trading 15% or higher above the 50-day moving average, and 3% in the month following it. The stock was higher one month later 28 out of 39 occurrences.</p>\n<p>Even if we use only the first instance of the stock rising 15% above the moving average—we eliminated any that occurred with five trading days of the first close—the stock performed OK, with shares gaining 0.9% two weeks after the first instance, and 9% during the month after.</p>\n<p>As much as we worry that Apple’s gains can’t continue in the long-run, at least based on recent history, Apple stock could have more room to run.</p>\n<p>That doesn’t mean Apple stock can just keep running in perpetuity. While the 15% threshold didn’t result in losses, a 20% threshold did. When that happened, Apple stock has dropped an average of 3% over the two weeks following the instance, and 2.9% month after.</p>\n<p>Apple stock can get too strong, after all. It’s just not there yet.</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>Will Apple Stock’s Rally Fizzle Out? Don’t Bet on It.</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\">\nWill Apple Stock’s Rally Fizzle Out? Don’t Bet on It.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-price-buy-sell-rally-51639071310?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has been on a tear, and nothing seems to be able to knock it down for long. When I see that kind of acceleration, I usually start thinking it’s time to sell. The thing is, with Apple stock...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-price-buy-sell-rally-51639071310?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-price-buy-sell-rally-51639071310?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185363632","content_text":"Apple stock has been on a tear, and nothing seems to be able to knock it down for long. When I see that kind of acceleration, I usually start thinking it’s time to sell. The thing is, with Apple stock, it might not be.\nApple stock (ticker: AAPL) has jumped 19% during the past month of trading, easily outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance. It’s an amazing move when compared with the overall market, and how little bad news seems to hurt the stock. It even goes up when nearly everything else goes down.\nThe gain also marks an acceleration for the stock. On Thursday, Apple was up 0.3% at $175.58, more than 15% above its 50-day moving average of $152.30. We looked at that hoping it would serve as a sell signal, but that’s not the case. During the past five years, Apple stock has gone on to advance 2% in the two weeks after trading 15% or higher above the 50-day moving average, and 3% in the month following it. The stock was higher one month later 28 out of 39 occurrences.\nEven if we use only the first instance of the stock rising 15% above the moving average—we eliminated any that occurred with five trading days of the first close—the stock performed OK, with shares gaining 0.9% two weeks after the first instance, and 9% during the month after.\nAs much as we worry that Apple’s gains can’t continue in the long-run, at least based on recent history, Apple stock could have more room to run.\nThat doesn’t mean Apple stock can just keep running in perpetuity. While the 15% threshold didn’t result in losses, a 20% threshold did. When that happened, Apple stock has dropped an average of 3% over the two weeks following the instance, and 2.9% month after.\nApple stock can get too strong, after all. It’s just not there yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609846392,"gmtCreate":1638270318394,"gmtModify":1638270318394,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Chilled, playing golf ? 😂","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Chilled, playing golf ? 😂","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$Chilled, playing golf ? 😂","images":[{"img":"https://static.tigerbbs.com/5255b3d10f4648bd045a6413fc04bbef","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609846392","isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609168915,"gmtCreate":1638253151170,"gmtModify":1638253151170,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>How can?&nbsp;","listText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>How can?&nbsp;","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$How can?","images":[{"img":"https://static.tigerbbs.com/da20e8fba9dde31094b3103dccf947ae","width":"1125","height":"2107"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609168915","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609168075,"gmtCreate":1638253135537,"gmtModify":1638253135537,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Can someone tell me why?&nbsp;","listText":"<a href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Can someone tell me why?&nbsp;","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$Can someone tell me why?","images":[{"img":"https://static.tigerbbs.com/7694eb6e3c04b92cb20dc85301a88b00","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609168075","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875587303,"gmtCreate":1637670124347,"gmtModify":1637670124347,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPC\">$iSpecimen Inc.(ISPC)$</a>Yeah&nbsp;","listText":"<a href=\"https://laohu8.com/S/ISPC\">$iSpecimen Inc.(ISPC)$</a>Yeah&nbsp;","text":"$iSpecimen Inc.(ISPC)$Yeah","images":[{"img":"https://static.tigerbbs.com/b904c0616bdf093655faa3577ab2bf6e","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875587303","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875390663,"gmtCreate":1637598697536,"gmtModify":1637598697536,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>😄","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>😄","text":"$Pfizer(PFE)$😄","images":[{"img":"https://static.tigerbbs.com/9edf8ad207550c569406efb69dd0d7ba","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875390663","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872577554,"gmtCreate":1637554548691,"gmtModify":1637554548691,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872577554","repostId":"1105163070","repostType":4,"repost":{"id":"1105163070","kind":"news","pubTimestamp":1637549873,"share":"https://www.laohu8.com/m/news/1105163070?lang=&edition=full","pubTime":"2021-11-22 10:57","market":"us","language":"en","title":"Rivian Topped Ford and GM Combined. How the Old-School Car Makers Could Get a Boost From EVs.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105163070","media":"Barrons","summary":"Old-school auto makers must envy the sky-high valuations of electric-vehicle start-ups. At one point","content":"<p></p>\n<p>Old-school auto makers must envy the sky-high valuations of electric-vehicle start-ups. At one point this past week, Rivian Automotive was worth as much as&nbsp;Ford Motor&nbsp;and&nbsp;General Motors&nbsp;combined.</p>\n<p>But maybe there is a way for traditional auto makers to close that valuation gap: Take a page from Liberty Media’s John Malone’s playbook and issue tracking stocks. “The way to solve this is for GM and Ford to issue tracking stocks for their next-gen vehicle operations, such as EV, robo-taxi, etc.,” Scion Asset Management’s Michael Burry told <i>Barron’s</i> in an email exchange. “This is an absolute no-brainer.”</p>\n<p>Burry is best known for a successful bet against the housing market ahead of the subprime mortgage collapse. He is a major character in Michael Lewis’s book <i>The Big Short</i>, and the movie based on it.</p>\n<p>A tracking stock “tracks” the financial performance of a specific business unit. Shareholders of a tracking stock have a financial interest only in the division tracked, rather than in the entire business.</p>\n<p>Burry’s idea builds on another, similar call from earlier in the week. On Wednesday, Data Trek Research’s Nick Colas, a former Wall Street auto analyst, wrote that Ford (F) and GM (GM) needed to spin out their EV businesses. “When it was just Tesla with a crazy valuation, they could afford to dismiss this [spinoff] idea. Now, with Rivian [RIVN], Lucid [LCID], etc., they can’t,” Colas wrote. “Automotive is a capital-intensive business, so cost of capital matters.”</p>\n<p>Put it this way: Building a new EV plant that could produce, say, 500,000 EVs a year, along with the batteries to power them, costs several billion dollars. That‘s less than 1% of Tesla’s (TSLA) market cap, but roughly 5% to 10% of Ford’s or GM’s.</p>\n<p>Not that Colas believes spinoffs will actually happen. Car makers are too complex, with many manufacturing plants doing several jobs for other factories in a network.</p>\n<p>Tracking stocks, though, might be feasible.Liberty Media Formula One&nbsp;(FWONA), for instance, tracks the financial performance of the Formula One racing series. And General Motors did the first tracking stock ever, for Ross Perot’s Electronic Data Systems, or EDS, back in 1984.</p>\n<p>How to value a Ford or GM tracking stock? The possibilities are tantalizing.</p>\n<p>Ford, like Rivian, is launching an EV truck and it already sells the electric Mustang Mach E. Ford’s EV business should be about four times the size of Rivian’s by 2023, if the company hits its goals.</p>\n<p>As for GM, it’s essentially the second-largest U.S. EV maker behind Tesla. GM’s global EV volume is at about 300,000 units when factoring in sales from GM’s Chinese joint ventures. With Lucid worth almost as much as GM and planning to sell roughly just 20,000 units in 2022, GM’s EV company could be worth multiples of Lucid.</p>\n<p>If all electric-vehicle companies and EV tracking stocks were valued like some EV shares, auto industry valuation could easily top $4 trillion, roughly four times the value before Tesla went on its epic 2020 run.</p>\n<p>That might be a bit aggressive.</p>\n<p></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>Rivian Topped Ford and GM Combined. How the Old-School Car Makers Could Get a Boost From EVs.</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\">\nRivian Topped Ford and GM Combined. How the Old-School Car Makers Could Get a Boost From EVs.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/rivian-ford-gm-ev-51637373655?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Old-school auto makers must envy the sky-high valuations of electric-vehicle start-ups. At one point this past week, Rivian Automotive was worth as much as Ford Motor and General Motors combined.\nBut ...</p>\n\n<a href=\"https://www.barrons.com/articles/rivian-ford-gm-ev-51637373655?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","F":"福特汽车"},"source_url":"https://www.barrons.com/articles/rivian-ford-gm-ev-51637373655?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105163070","content_text":"Old-school auto makers must envy the sky-high valuations of electric-vehicle start-ups. At one point this past week, Rivian Automotive was worth as much as Ford Motor and General Motors combined.\nBut maybe there is a way for traditional auto makers to close that valuation gap: Take a page from Liberty Media’s John Malone’s playbook and issue tracking stocks. “The way to solve this is for GM and Ford to issue tracking stocks for their next-gen vehicle operations, such as EV, robo-taxi, etc.,” Scion Asset Management’s Michael Burry told Barron’s in an email exchange. “This is an absolute no-brainer.”\nBurry is best known for a successful bet against the housing market ahead of the subprime mortgage collapse. He is a major character in Michael Lewis’s book The Big Short, and the movie based on it.\nA tracking stock “tracks” the financial performance of a specific business unit. Shareholders of a tracking stock have a financial interest only in the division tracked, rather than in the entire business.\nBurry’s idea builds on another, similar call from earlier in the week. On Wednesday, Data Trek Research’s Nick Colas, a former Wall Street auto analyst, wrote that Ford (F) and GM (GM) needed to spin out their EV businesses. “When it was just Tesla with a crazy valuation, they could afford to dismiss this [spinoff] idea. Now, with Rivian [RIVN], Lucid [LCID], etc., they can’t,” Colas wrote. “Automotive is a capital-intensive business, so cost of capital matters.”\nPut it this way: Building a new EV plant that could produce, say, 500,000 EVs a year, along with the batteries to power them, costs several billion dollars. That‘s less than 1% of Tesla’s (TSLA) market cap, but roughly 5% to 10% of Ford’s or GM’s.\nNot that Colas believes spinoffs will actually happen. Car makers are too complex, with many manufacturing plants doing several jobs for other factories in a network.\nTracking stocks, though, might be feasible.Liberty Media Formula One (FWONA), for instance, tracks the financial performance of the Formula One racing series. And General Motors did the first tracking stock ever, for Ross Perot’s Electronic Data Systems, or EDS, back in 1984.\nHow to value a Ford or GM tracking stock? The possibilities are tantalizing.\nFord, like Rivian, is launching an EV truck and it already sells the electric Mustang Mach E. Ford’s EV business should be about four times the size of Rivian’s by 2023, if the company hits its goals.\nAs for GM, it’s essentially the second-largest U.S. EV maker behind Tesla. GM’s global EV volume is at about 300,000 units when factoring in sales from GM’s Chinese joint ventures. With Lucid worth almost as much as GM and planning to sell roughly just 20,000 units in 2022, GM’s EV company could be worth multiples of Lucid.\nIf all electric-vehicle companies and EV tracking stocks were valued like some EV shares, auto industry valuation could easily top $4 trillion, roughly four times the value before Tesla went on its epic 2020 run.\nThat might be a bit aggressive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876422590,"gmtCreate":1637343553794,"gmtModify":1637343553794,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","text":"$Apple(AAPL)$😇","images":[{"img":"https://static.tigerbbs.com/53d0d9331400a192d932064242b5ea54","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876422590","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876077009,"gmtCreate":1637247303408,"gmtModify":1637247303408,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","text":"$Apple(AAPL)$😇","images":[{"img":"https://static.tigerbbs.com/71c1999ccfec95150d6dd149f423a937","width":"1125","height":"3213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876077009","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870071766,"gmtCreate":1636563500963,"gmtModify":1636563500963,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Yea","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Yea","text":"$Apple(AAPL)$Yea","images":[{"img":"https://static.tigerbbs.com/8538c7364d760336a69bff8bfbe7ee7d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/870071766","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844222152,"gmtCreate":1636432812314,"gmtModify":1636432812314,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581759007454298","idStr":"3581759007454298"},"themes":[],"htmlText":"✅&nbsp;","listText":"✅&nbsp;","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844222152","repostId":"1158029838","repostType":4,"repost":{"id":"1158029838","kind":"news","pubTimestamp":1636424182,"share":"https://www.laohu8.com/m/news/1158029838?lang=&edition=full","pubTime":"2021-11-09 10:16","market":"us","language":"en","title":"Hertz Shareholders Raise $1.3 Billion in Nasdaq Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1158029838","media":"Bloomberg","summary":"Shareholders of Hertz Global Holdings Inc., a poster-child of the meme-stock frenzy, raised $1.3 bil","content":"<p>Shareholders of Hertz Global Holdings Inc., a poster-child of the meme-stock frenzy, raised $1.3 billion after pricing an upsized Nasdaq listing.</p>\n<p>The Estero, Florida-based car-rental company’s existing backers will sell 44.5 million shares at $29 apiece, according to a statement Monday. They had initially planned to sell 37.1 million shares at $25 to $29 each, an earlier filing with the U.S. Securities and Exchange Commission showed.</p>\n<p>A darling of retail investors that are active on trading platforms such as Robinhood Markets Inc. and discussion forums like Reddit Inc., the company’s over-the-counter shares have jumped more than 20% since listing in July.</p>\n<p>Hertz emerged from bankruptcy earlier this year after Knighthead Capital Management, Certares Management and Apollo Global Management Inc. bought the business. The group owns 42% of Hertz, the listing documents shows.</p>\n<p>Proceeds from the so-called uplisting will be paid to selling shareholders including Cougar Capital and Oaktree Capital Management, the prospectus showed. Hertz will not receive any proceeds.</p>\n<p>Goldman Sachs Group Inc., JPMorgan Chase &amp; Co. and Morgan Stanley are advising the listing. Hertz plans for its shares to trade on the Nasdaq Global Select Market under the symbol HTZ.</p>","source":"lsy1584095487587","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>Hertz Shareholders Raise $1.3 Billion in Nasdaq Listing</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\">\nHertz Shareholders Raise $1.3 Billion in Nasdaq Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hertz-shareholders-raise-1-3-000216520.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shareholders of Hertz Global Holdings Inc., a poster-child of the meme-stock frenzy, raised $1.3 billion after pricing an upsized Nasdaq listing.\nThe Estero, Florida-based car-rental company’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hertz-shareholders-raise-1-3-000216520.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HTZ":"赫兹租车","HTZZ":"Hertz Global Holdings, Inc."},"source_url":"https://finance.yahoo.com/news/hertz-shareholders-raise-1-3-000216520.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158029838","content_text":"Shareholders of Hertz Global Holdings Inc., a poster-child of the meme-stock frenzy, raised $1.3 billion after pricing an upsized Nasdaq listing.\nThe Estero, Florida-based car-rental company’s existing backers will sell 44.5 million shares at $29 apiece, according to a statement Monday. They had initially planned to sell 37.1 million shares at $25 to $29 each, an earlier filing with the U.S. Securities and Exchange Commission showed.\nA darling of retail investors that are active on trading platforms such as Robinhood Markets Inc. and discussion forums like Reddit Inc., the company’s over-the-counter shares have jumped more than 20% since listing in July.\nHertz emerged from bankruptcy earlier this year after Knighthead Capital Management, Certares Management and Apollo Global Management Inc. bought the business. The group owns 42% of Hertz, the listing documents shows.\nProceeds from the so-called uplisting will be paid to selling shareholders including Cougar Capital and Oaktree Capital Management, the prospectus showed. Hertz will not receive any proceeds.\nGoldman Sachs Group Inc., JPMorgan Chase & Co. and Morgan Stanley are advising the listing. 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Airlines(AAL)$🥱","images":[{"img":"https://static.tigerbbs.com/be5b6a82002ff205c13095f82b6eef33","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/859049978","isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3549529768039029","authorIdStr":"3549529768039029"},"content":"如果不是能源危机 可能会好很多 不过长期持有","text":"如果不是能源危机 可能会好很多 不过长期持有","html":"如果不是能源危机 可能会好很多 不过长期持有"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":850807515,"gmtCreate":1634568645716,"gmtModify":1634568645716,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>🙃","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>🙃","text":"$Tiger Brokers(TIGR)$🙃","images":[{"img":"https://static.tigerbbs.com/3a5bd6d9ba9f44537ccb15ec582d245c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850807515","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876422590,"gmtCreate":1637343553794,"gmtModify":1637343553794,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😇","text":"$Apple(AAPL)$😇","images":[{"img":"https://static.tigerbbs.com/53d0d9331400a192d932064242b5ea54","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876422590","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844389110,"gmtCreate":1636388623713,"gmtModify":1636388623713,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KD\">$Kyndryl(KD)$</a>Free shares&nbsp;","listText":"<a href=\"https://laohu8.com/S/KD\">$Kyndryl(KD)$</a>Free shares&nbsp;","text":"$Kyndryl(KD)$Free shares","images":[{"img":"https://static.tigerbbs.com/ac44ab598ee11323d7a4c7e6c6c0873c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844389110","isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858161879,"gmtCreate":1635006160721,"gmtModify":1635006160721,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858161879","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>\n <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>\n <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p>\n<p><b>Palantir &amp; US Army Contract</b></p>\n<p>In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p>\n<p>For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p>\n<p>Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p>\n<p>The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p>\n<p>Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p>\n<p>The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p>\n<p>Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p>\n<p><b>PLTR Stock Forecast</b></p>\n<p>Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p>\n<p>Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p>\n<p>One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p>\n<p><b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p>\n<p>Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p>\n<p>Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p>\n<p>Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p>\n<p><b>Is This an Income Stream Which Induces Fear?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p>\n<p>The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection</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 Stock Price Prediction: Outlook After U.S. Army Selection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461220-palantir-stock-price-prediction><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605541077,"gmtCreate":1639197953696,"gmtModify":1639197953696,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605541077","repostId":"2190002673","repostType":4,"isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605656648,"gmtCreate":1639157643282,"gmtModify":1639157643282,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>Yeah&nbsp;","listText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>Yeah&nbsp;","text":"$Nu Holdings Ltd.(NU)$Yeah","images":[{"img":"https://static.tigerbbs.com/87a2243601038321f7d53cdba26ca67b","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605656648","isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875587303,"gmtCreate":1637670124347,"gmtModify":1637670124347,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPC\">$iSpecimen Inc.(ISPC)$</a>Yeah&nbsp;","listText":"<a href=\"https://laohu8.com/S/ISPC\">$iSpecimen Inc.(ISPC)$</a>Yeah&nbsp;","text":"$iSpecimen Inc.(ISPC)$Yeah","images":[{"img":"https://static.tigerbbs.com/b904c0616bdf093655faa3577ab2bf6e","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875587303","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875390663,"gmtCreate":1637598697536,"gmtModify":1637598697536,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>😄","listText":"<a 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earning still 😙","text":"$Pfizer(PFE)$Buy late but earning still 😙","images":[{"img":"https://static.tigerbbs.com/547a13dde374fc48c1a0958efaa4aeb4","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845645937","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851676534,"gmtCreate":1634908657261,"gmtModify":1634908657261,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Yeah!","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Yeah!","text":"$Digital World Acquisition Corp(DWAC)$Yeah!","images":[{"img":"https://static.tigerbbs.com/54c7e55359f502528fc207237dbb6210","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851676534","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605543064,"gmtCreate":1639197842284,"gmtModify":1639197842284,"author":{"id":"3581759007454298","authorId":"3581759007454298","name":"Dollarmagnet","avatar":"https://static.tigerbbs.com/4b328f4d9519066ee1561a31073b9eee","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581759007454298","authorIdStr":"3581759007454298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>200 soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>200 soon&nbsp;","text":"$Apple(AAPL)$200 soon","images":[{"img":"https://static.tigerbbs.com/71fa0d7927da3be7834ad149423bdca1","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605543064","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}