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0勋章

2021-11-03

$Alibaba(BABA)$okay, will slow down by dca

2021-12-10

Nice

抱歉，原内容已删除

2021-10-26

Thx for comment

Amazon Stock May Tumble Following Q3 Earnings Results

2021-11-20

Like

抱歉，原内容已删除

2021-11-12

$Palantir Technologies Inc.(PLTR)$haiz

2021-11-09

$Alibaba(BABA)$let the rebound begin

2021-11-06

To the moon

抱歉，原内容已删除

2021-11-02

$Tesla Motors(TSLA)$no more moon, to mars

2021-11-06

Ok

抱歉，原内容已删除

2021-11-05

$Microsoft(MSFT)$or$Meta Platforms, Inc.(FB)$for the metaverse? I choose MSFT

2021-11-02

$Alibaba(BABA)$dca! Next to Tesla, I believe in baba

2021-12-17

Good

@期权小班长:苹果一哥段永平再次sell put，年回报12%！

2021-11-12

Ok

抱歉，原内容已删除

2021-11-11

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

2021-11-10

$Alibaba(BABA)$lets go

2021-11-08

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

2021-11-06

$Apple(AAPL)$slowly but surely

2021-11-03

$Netflix(NFLX)$or Disney? I'll pick Netflix for it's current lead in subs and network effect! Disney has IP but weighed down by theme parks

2021-10-30

$Alibaba(BABA)$still going down :(

2021-10-27

$Alibaba(BABA)$still going down?!?!?!? Pls bounce

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put，年回报12%！","htmlText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","listText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","text":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：$AAPL 20230120 170.0 PUT$ 段老板的策略很容易理解，1年后$苹果(AAPL)$ 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天$拼多多(PDD)$ 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","images":[{"img":"https://static.tigerbbs.com/6921fb90882bbc7bd56456c332c35845","width":"1506","height":"1282"},{"img":"https://static.tigerbbs.com/6459f1b0fe4787b25fd29e7dad3b3825","width":"1079","height":"1571"},{"img":"https://static.tigerbbs.com/a1572770e1711289477fe84bda5db50e","width":"1053","height":"384"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699365355","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605680540,"gmtCreate":1639151819780,"gmtModify":1639151819933,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605680540","repostId":"1173242614","repostType":4,"repost":{"id":"1173242614","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639149896,"share":"https://www.laohu8.com/m/news/1173242614?lang=&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p>\n<p><img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p>\n<p>The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p>\n<p>Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p>\n<p>The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p>\n<p>The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p>\n<p>The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p>\n<p>The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p>\n<p>Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft stock jumped more than 2% in morning trading</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\">\nMicrosoft stock jumped more than 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p>\n<p><img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p>\n<p>The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p>\n<p>Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p>\n<p>The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p>\n<p>The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p>\n<p>The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p>\n<p>The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p>\n<p>Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876738236,"gmtCreate":1637363041414,"gmtModify":1637363041566,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876738236","repostId":"1167395455","repostType":4,"repost":{"id":"1167395455","pubTimestamp":1637331021,"share":"https://www.laohu8.com/m/news/1167395455?lang=&edition=full","pubTime":"2021-11-19 22:10","market":"us","language":"en","title":"ARKK: Rationalizing Cathie Wood's Unflinching Commitment To Disruptive Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=1167395455","media":"seekingalpha","summary":"Summary\n\nARK Invest CEO/CIO Cathie Wood unveiled her updated perspective on Tesla, inflation, and di","content":"<p><b>Summary</b></p>\n<ul>\n <li>ARK Invest CEO/CIO Cathie Wood unveiled her updated perspective on Tesla, inflation, and disruptive technology in a recent interview with Barron's.</li>\n <li>We discuss the salient points from the interview.</li>\n <li>We also discuss whether ARKK ETF is a buy now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e174b77fc843abd1d8950efa8fea4f4\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Cindy Ord/Getty Images Entertainment</span></p>\n<p><b>Investment Thesis</b></p>\n<p>ARK Invest's flagship fund, ARK Innovation ETF(NYSEARCA:ARKK), has had a largely underwhelming year. Its YTD return of -6.2% significantly underperformed the broad market in 2021. SPDR S&amp;P 500 ETF(NYSEARCA:SPY)and Invesco QQQ ETF(NASDAQ:QQQ)returned 25.2% and 26.7% YTD, respectively.</p>\n<p>But ARK Invest's CEO/CIO Cathie Wood is not worried. In a&nbsp;recent interview with Barron's, Wood laid out her thoughts behind ARKK's underperformance in 2021. She emphasized she was not surprised to observe that the rally has \"broadened out beyond disruptive growth stocks.\" Investors may find it helpful to recall that ARKK had a blockbuster year in 2020. It significantly outperformed the market as it notched a gain of 148.3%. In contrast, the SPY and QQQ posted gains of 16% and 46.5%, respectively. Wood emphasized:</p>\n<blockquote>\n <i>The market today has actually broadened out</i>. Last year, growth stocks, especially those associated with innovation like our strategies, they were on fire. We could do nothing wrong. And we didn't think that was going to be a very healthy Market if it continued to narrow. Instead, what happened is this year? The market has broadened out. And so value stocks, cyclical, stocks, even defensive stocks have done quite well. (from Barron's interview)\n</blockquote>\n<p>We discuss Cathie's most updated perspective behind disruptive technologies relating to her flagship fund. We also discuss whether it would be an appropriate time to add exposure to ARKK.</p>\n<p><b>ARK Doesn't Think Inflation will be Sustained</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47944b7c2ba7d2fff4b471e0642809be\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>QQQ price action (weekly chart).</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab056c45a937ee354057eac5af293c31\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>US 10Y yield price action. (weekly chart).</span></p>\n<p>Wood accentuated that she disagrees with the general market's view that inflation will be sustained. She pointed out that the broad market continues to advance even as the bond yield (as seen through the above US 10Y yield chart) continues to go up. Wood highlighted (edited for clarity and brevity):</p>\n<blockquote>\n So what I think is going on is the\n <i>market is climbing a massive wall of worry</i>. Inflation will not be sustained. In fact, it's going to unwind pretty quickly...If you look at the bond market, even we had a doubling in bond yields [in] the first quarter [of 2021]. The market was up, despite that \"heart attack\" in the bond market. That was a loud signal to us that we are in a very strong bull market, and as long as we don't fall into a recession, we're probably going to be fine. (from Barron's interview)\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ba966863b01ffa3afd028e41f01e678\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>XLE Vs. XLF Vs. SPY ETF YTD performance (as of 17 November 21).</span></p>\n<p>Wood added that the market is getting heady with its view on inflation because of the rally in financial and energy stocks in 2021. Readers can quickly glean the outperformance from the Energy Select Sector SPDR ETF(NYSEARCA:XLE)and the Financial Select Sector SPDR ETF(NYSEARCA:XLF). Both ETFs delivered YYD gains of 51% and 34.5%, respectively. In contrast, the SPY only gained 25.2%.</p>\n<p>Consequently, she articulated this has led to many investors thinking that the threat of inflation is more persistent than we think. Wood added (edited for clarity and brevity):</p>\n<blockquote>\n Inflation usually benefits value stocks, [and] financial stocks because interest rates go up more on the long end of the yield curve. So financials have done very well this year. Energy year to date is up more than 50%, [and] financials roughly 35%. Both of those benefit from higher inflation. And so that just tells me that many people in the stock market, do believe that inflation is going to be sustained. We do not. (from Barron's interview)\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0afe9afe6fe734fbcdcec09631218771\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>Iron ore futures. Source: Caixin, Bloomberg, Singapore Exchange, Dalian Exchange</span></p>\n<p><b>On Tesla's EV Lead and Autonomous Vehicle Advantage</b></p>\n<p>ARK Invest made headlines recently as it continued torotate Tesla stock from its holdings&nbsp;into other stocks as Tesla(NASDAQ:TSLA)&nbsp;stock continued its upward climb. Nonetheless, Tesla stock remains ARKK's largest holding as it accounted for 10.18% of its portfolio (as of 17 November 21).</p>\n<p>Some investors questioned whether it meant that the star-studded fund manager was losing her conviction in Elon Musk &amp; Co. Interestingly, Wood shared that it's simply part of her portfolio rebalancing strategy. She would use the opportunities to rotate stocks that have moved well ahead of their peers in the portfolio. She added (edited for brevity and clarity):</p>\n<blockquote>\n We are usually selling when let's say for whatever reason one of our stocks, even our high conviction stocks have gone up say 20, 30, 40 percent relative to the rest of the stocks in our portfolio.\n <i>It's just called portfolio management. Take some profits and deploy them into stocks that have been neglected or punished for some reason</i>. So, [we sell] when others are really excited about buying them. Whether it's speculators or hedge funds or other investors [who are] negative on a stock and we think it's misunderstood. (from Barron's interview)\n</blockquote>\n<p>Hence, ARKK investors should rest assured that Wood has no intentions of abandoning her $3,000 price target (PT) on Tesla stock. On the contrary, her confidence in her price target has gotten a boost over Tesla's progress in autonomous driving.</p>\n<p>Now, before we go into that, we would like to emphasize to new investors/readers that her $3K PT (by 2025) on Tesla stock does not seem absurd. Especially, if you compared it against ARK's previous PT. Currently, the stock is trading less than $1,100 after the recent momentum spike subsided. However, when ARK communicated its previous pre-split $4,000 PT (by 2023) on TSLA stock back in 2018, it was even more contentious. Back then, TSLA stock was trading at just $300. The company was also facing a host of problems with manufacturing and quality control problems. Elon Musk was even said to have reached out to Apple(NASDAQ:AAPL)CEO Tim Cook about being acquired (althoughCook did not confirm).</p>\n<p>We all know Tesla took out that PT earlier this year (two years ahead of ARK's 2018 forecasts), and the rest is history. Therefore, we believe that due credit must be given to Wood &amp; Co. when credit is due. They nailed out a PT in 2018 that no Tesla bears, including other institutional managers, could hardly even imagine back then. It shows that ARK Invest is the foremost authority for understanding disruptive technology that some Street analysts do not understand well. Wood emphasized (edited for clarity and brevity): \"Whereas in the traditional financial world, most analysts don't even consider Tesla when they consider autonomous [technology] because they don't have a cruise(NYSE:GM)unit or they don't have a Waymo(NASDAQ:GOOGL)(NASDAQ:GOOG)unit. So it's a very interesting dynamic because we've got the wrong kinds of analysts following these stocks. They should be technology analysts.\"</p>\n<p>ARK believes that recent progress in Tesla's autonomous vehicle (AV) technology demonstrates that the company is moving ahead well. ARK has often maintained that it believes that Tesla has a 50% chance of success in its AV efforts. Tesla's AV success is fundamental to ARK's thesis as it underpins Tesla autonomous ride-hail fleet (Robotaxi) revenue segment. Wood believes that Tesla's automotive gross margins (ex-credits) could go up to 60% following a successful AV production ramp. Tesla's most recent automotive gross margin (ex-credits) has improved to 28.8% in FQ3'21. Therefore, the potential for margin leverage is massive if Tesla can successfully commercialize its AV technology. ARK believes that Tesla would get there ahead of the rest. Wood emphasized (edited for clarity and brevity):</p>\n<blockquote>\n <i>We believe that Tesla's decision to design its own artificial intelligence chip was the real breakthrough here</i>. Now, they have been collecting billions and billions of miles of data. And what we're really interested in are the corner cases. Now, the pilot test for full self-driving (FSD), Tesla's pilot test has just started... Whatwe've learned so far from them is that when it works, it's a dream, it's unbelievable. And when it doesn't work, it's terrifying and [a] near-death experience. And so these drivers are guiding Tesla. They hit a button and that film video goes back to Tesla so they can learn from their mistakes. So, we've got passionate users of Tesla's vehicles out there, helping them with [its] autonomous effort and we do believe that they will perfect it over time. (from Barron's interview)\n</blockquote>\n<p>Tesla unveiled its AI training chip at its recent AI day in August. Of course, investors, including us, also were humored by Tesla's humanoid robot that took center stage. While some investors questioned Tesla's chip expertise, it was confident that its advanced chip could accelerate its AV ambitions. Tesla CEO Elon Musk emphasized: \"If it takes a couple of days for a model to train&nbsp;versus a couple of hours, it's a big deal.\"</p>\n<p>Tesla bulls were thrilled with the company's chip expertise. It demonstrates that Tesla is way ahead of its AV peers and the legacy automakers regarding autonomous driving. Tesla bulls believe that the company is a full-stack disruptive technology company than simply an automaker. Cathie Wood highlighted that Tesla sees its car as a robot. They don't view it as merely a car. She emphasized (edited for clarity and brevity):</p>\n<blockquote>\n Tesla really is taking a leaf from Apple's book. [Why did] Apple leave Nokia, Motorola, and Erickson in the dust. This was their market to lose. Did they define the market incorrectly? They didn't understand that these were going to be computers in our pockets and that we would be able to access the internet.\n <i>We think Tesla has done the same thing with an AI chip. That this is not just a car. In fact, it's not a car at all. It's a robot</i>associated with sensors and battery technology and software-as-a-service. So it's really a technology machine. (from Barron's interview)\n</blockquote>\n<p>We think so too. Our confidence in Tesla improved significantly in FQ3. It lifted our conviction to remain vested in TSLA stock. Why? If readers can recall, many automakers reported a very weak FQ3. They were significantly hampered due to the chip supply bottlenecks. It didn't just affect a few automakers. The impact was global. But, what did Tesla report? They reported a remarkable FQ3 with a record delivery growth cadence.</p>\n<p>Even Volkswagen AG(OTCPK:VWAGY)Chairman Herbert Diess also applauded Tesla for its achievements in production. Moreover, it showed that Tesla's advances and technological capability in software have often been misunderstood and understated. Diess emphasized:</p>\n<blockquote>\n <i>One example for the speed of Tesla: They handle the chip shortage very well</i>– the reason: they are developing their own software. Within just 2-3 weeks they had a new software which allows to use different chips. Impressive. (from Herbert Diess LinkedIn post)\n</blockquote>\n<p>Ford(NYSE:F)also couldn't resist praising Tesla in its internal meeting. Ford CEO Jim Farley emphasized (edited for brevity):</p>\n<blockquote>\n <i>Tesla maximizes use of electrons in the vehicle. No one does it better than they do.</i>Their customers pay less for a better battery. Their focus … after they launch the vehicle,\n <i>their obsession</i>after the launch of the vehicle, to make the customer experience better, to re-engineer the electronic components, to simplify, to address quality based on data coming off the vehicles, to reduce the bill of material based on how people actually use the vehicle, to drive vertical integration, so they do\n <i>more</i>and they solve the hardest problems at Tesla. And they manage every electron so they can be as efficient as possible with the expense of battery...\n <i>The product itself is highly differentiated from the rest of the ICE field and complexity is tiny, compared to OEMs</i>. That allows them to have enormous reuse.\n <i>Reuse that we’ve never seen in our ICE business</i>. Tesla can scale quickly because of that complexity reduction. They can drive cost down, which they have. They can keep processes simple. (from Electrek article)\n</blockquote>\n<p>Therefore, Tesla has demonstrated its incredible capability as a disruptive technology company. Musk &amp; Co. continues to let their execution do the talking even as Tesla bears still refuse to acknowledge Tesla and its stock's prowess, which is up 1,437% over the last three years. It's simply unbelievable how these bears from 2018 can continue to hold their thesis without making a fool of themselves.</p>\n<p><b>So, is ARKK ETF a Buy?</b></p>\n<p>We believe that Cathie Wood &amp; Co. have demonstrated their tremendous understanding of disruptive technology companies that many on the Street fail to grasp well. These are companies at the early stages of their market opportunity, and thus, the validity of their thesis is often contentious. It takes a massive amount of deep research that we believe is beyond the scope of most retail investors. As ARK Invest's flagship ETF, we believe ARKK continues to be highly relevant for investors who want to have exposure to disruptive technology companies. It allows them to diversify their portfolio with disruptive stocks. Cathie Wood also has demonstrated her portfolio rebalancing discipline, making sure to lock in profits and rotating to beaten-down stocks.</p>\n<p>Investors are encouraged to have a long-term mindset when investing in disruptive stocks, as their thesis plays out over time. Therefore, we<i>reiterate our Buy rating on ARKK ETF for growth-oriented investors</i>.</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>ARKK: Rationalizing Cathie Wood's Unflinching Commitment To Disruptive Technologies</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\">\nARKK: Rationalizing Cathie Wood's Unflinching Commitment To Disruptive Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 22:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4470533-arkk-rationalizing-cathie-woods-unflinching-commitment-to-disruptive-technologies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nARK Invest CEO/CIO Cathie Wood unveiled her updated perspective on Tesla, inflation, and disruptive technology in a recent interview with Barron's.\nWe discuss the salient points from the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4470533-arkk-rationalizing-cathie-woods-unflinching-commitment-to-disruptive-technologies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/article/4470533-arkk-rationalizing-cathie-woods-unflinching-commitment-to-disruptive-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167395455","content_text":"Summary\n\nARK Invest CEO/CIO Cathie Wood unveiled her updated perspective on Tesla, inflation, and disruptive technology in a recent interview with Barron's.\nWe discuss the salient points from the interview.\nWe also discuss whether ARKK ETF is a buy now.\n\nCindy Ord/Getty Images Entertainment\nInvestment Thesis\nARK Invest's flagship fund, ARK Innovation ETF(NYSEARCA:ARKK), has had a largely underwhelming year. Its YTD return of -6.2% significantly underperformed the broad market in 2021. SPDR S&P 500 ETF(NYSEARCA:SPY)and Invesco QQQ ETF(NASDAQ:QQQ)returned 25.2% and 26.7% YTD, respectively.\nBut ARK Invest's CEO/CIO Cathie Wood is not worried. In a recent interview with Barron's, Wood laid out her thoughts behind ARKK's underperformance in 2021. She emphasized she was not surprised to observe that the rally has \"broadened out beyond disruptive growth stocks.\" Investors may find it helpful to recall that ARKK had a blockbuster year in 2020. It significantly outperformed the market as it notched a gain of 148.3%. In contrast, the SPY and QQQ posted gains of 16% and 46.5%, respectively. Wood emphasized:\n\nThe market today has actually broadened out. Last year, growth stocks, especially those associated with innovation like our strategies, they were on fire. We could do nothing wrong. And we didn't think that was going to be a very healthy Market if it continued to narrow. Instead, what happened is this year? The market has broadened out. And so value stocks, cyclical, stocks, even defensive stocks have done quite well. (from Barron's interview)\n\nWe discuss Cathie's most updated perspective behind disruptive technologies relating to her flagship fund. We also discuss whether it would be an appropriate time to add exposure to ARKK.\nARK Doesn't Think Inflation will be Sustained\nQQQ price action (weekly chart).\nUS 10Y yield price action. (weekly chart).\nWood accentuated that she disagrees with the general market's view that inflation will be sustained. She pointed out that the broad market continues to advance even as the bond yield (as seen through the above US 10Y yield chart) continues to go up. Wood highlighted (edited for clarity and brevity):\n\n So what I think is going on is the\n market is climbing a massive wall of worry. Inflation will not be sustained. In fact, it's going to unwind pretty quickly...If you look at the bond market, even we had a doubling in bond yields [in] the first quarter [of 2021]. The market was up, despite that \"heart attack\" in the bond market. That was a loud signal to us that we are in a very strong bull market, and as long as we don't fall into a recession, we're probably going to be fine. (from Barron's interview)\n\nXLE Vs. XLF Vs. SPY ETF YTD performance (as of 17 November 21).\nWood added that the market is getting heady with its view on inflation because of the rally in financial and energy stocks in 2021. Readers can quickly glean the outperformance from the Energy Select Sector SPDR ETF(NYSEARCA:XLE)and the Financial Select Sector SPDR ETF(NYSEARCA:XLF). Both ETFs delivered YYD gains of 51% and 34.5%, respectively. In contrast, the SPY only gained 25.2%.\nConsequently, she articulated this has led to many investors thinking that the threat of inflation is more persistent than we think. Wood added (edited for clarity and brevity):\n\n Inflation usually benefits value stocks, [and] financial stocks because interest rates go up more on the long end of the yield curve. So financials have done very well this year. Energy year to date is up more than 50%, [and] financials roughly 35%. Both of those benefit from higher inflation. And so that just tells me that many people in the stock market, do believe that inflation is going to be sustained. We do not. (from Barron's interview)\n\nIron ore futures. Source: Caixin, Bloomberg, Singapore Exchange, Dalian Exchange\nOn Tesla's EV Lead and Autonomous Vehicle Advantage\nARK Invest made headlines recently as it continued torotate Tesla stock from its holdings into other stocks as Tesla(NASDAQ:TSLA) stock continued its upward climb. Nonetheless, Tesla stock remains ARKK's largest holding as it accounted for 10.18% of its portfolio (as of 17 November 21).\nSome investors questioned whether it meant that the star-studded fund manager was losing her conviction in Elon Musk & Co. Interestingly, Wood shared that it's simply part of her portfolio rebalancing strategy. She would use the opportunities to rotate stocks that have moved well ahead of their peers in the portfolio. She added (edited for brevity and clarity):\n\n We are usually selling when let's say for whatever reason one of our stocks, even our high conviction stocks have gone up say 20, 30, 40 percent relative to the rest of the stocks in our portfolio.\n It's just called portfolio management. Take some profits and deploy them into stocks that have been neglected or punished for some reason. So, [we sell] when others are really excited about buying them. Whether it's speculators or hedge funds or other investors [who are] negative on a stock and we think it's misunderstood. (from Barron's interview)\n\nHence, ARKK investors should rest assured that Wood has no intentions of abandoning her $3,000 price target (PT) on Tesla stock. On the contrary, her confidence in her price target has gotten a boost over Tesla's progress in autonomous driving.\nNow, before we go into that, we would like to emphasize to new investors/readers that her $3K PT (by 2025) on Tesla stock does not seem absurd. Especially, if you compared it against ARK's previous PT. Currently, the stock is trading less than $1,100 after the recent momentum spike subsided. However, when ARK communicated its previous pre-split $4,000 PT (by 2023) on TSLA stock back in 2018, it was even more contentious. Back then, TSLA stock was trading at just $300. The company was also facing a host of problems with manufacturing and quality control problems. Elon Musk was even said to have reached out to Apple(NASDAQ:AAPL)CEO Tim Cook about being acquired (althoughCook did not confirm).\nWe all know Tesla took out that PT earlier this year (two years ahead of ARK's 2018 forecasts), and the rest is history. Therefore, we believe that due credit must be given to Wood & Co. when credit is due. They nailed out a PT in 2018 that no Tesla bears, including other institutional managers, could hardly even imagine back then. It shows that ARK Invest is the foremost authority for understanding disruptive technology that some Street analysts do not understand well. Wood emphasized (edited for clarity and brevity): \"Whereas in the traditional financial world, most analysts don't even consider Tesla when they consider autonomous [technology] because they don't have a cruise(NYSE:GM)unit or they don't have a Waymo(NASDAQ:GOOGL)(NASDAQ:GOOG)unit. So it's a very interesting dynamic because we've got the wrong kinds of analysts following these stocks. They should be technology analysts.\"\nARK believes that recent progress in Tesla's autonomous vehicle (AV) technology demonstrates that the company is moving ahead well. ARK has often maintained that it believes that Tesla has a 50% chance of success in its AV efforts. Tesla's AV success is fundamental to ARK's thesis as it underpins Tesla autonomous ride-hail fleet (Robotaxi) revenue segment. Wood believes that Tesla's automotive gross margins (ex-credits) could go up to 60% following a successful AV production ramp. Tesla's most recent automotive gross margin (ex-credits) has improved to 28.8% in FQ3'21. Therefore, the potential for margin leverage is massive if Tesla can successfully commercialize its AV technology. ARK believes that Tesla would get there ahead of the rest. Wood emphasized (edited for clarity and brevity):\n\nWe believe that Tesla's decision to design its own artificial intelligence chip was the real breakthrough here. Now, they have been collecting billions and billions of miles of data. And what we're really interested in are the corner cases. Now, the pilot test for full self-driving (FSD), Tesla's pilot test has just started... Whatwe've learned so far from them is that when it works, it's a dream, it's unbelievable. And when it doesn't work, it's terrifying and [a] near-death experience. And so these drivers are guiding Tesla. They hit a button and that film video goes back to Tesla so they can learn from their mistakes. So, we've got passionate users of Tesla's vehicles out there, helping them with [its] autonomous effort and we do believe that they will perfect it over time. (from Barron's interview)\n\nTesla unveiled its AI training chip at its recent AI day in August. Of course, investors, including us, also were humored by Tesla's humanoid robot that took center stage. While some investors questioned Tesla's chip expertise, it was confident that its advanced chip could accelerate its AV ambitions. Tesla CEO Elon Musk emphasized: \"If it takes a couple of days for a model to train versus a couple of hours, it's a big deal.\"\nTesla bulls were thrilled with the company's chip expertise. It demonstrates that Tesla is way ahead of its AV peers and the legacy automakers regarding autonomous driving. Tesla bulls believe that the company is a full-stack disruptive technology company than simply an automaker. Cathie Wood highlighted that Tesla sees its car as a robot. They don't view it as merely a car. She emphasized (edited for clarity and brevity):\n\n Tesla really is taking a leaf from Apple's book. [Why did] Apple leave Nokia, Motorola, and Erickson in the dust. This was their market to lose. Did they define the market incorrectly? They didn't understand that these were going to be computers in our pockets and that we would be able to access the internet.\n We think Tesla has done the same thing with an AI chip. That this is not just a car. In fact, it's not a car at all. It's a robotassociated with sensors and battery technology and software-as-a-service. So it's really a technology machine. (from Barron's interview)\n\nWe think so too. Our confidence in Tesla improved significantly in FQ3. It lifted our conviction to remain vested in TSLA stock. Why? If readers can recall, many automakers reported a very weak FQ3. They were significantly hampered due to the chip supply bottlenecks. It didn't just affect a few automakers. The impact was global. But, what did Tesla report? They reported a remarkable FQ3 with a record delivery growth cadence.\nEven Volkswagen AG(OTCPK:VWAGY)Chairman Herbert Diess also applauded Tesla for its achievements in production. Moreover, it showed that Tesla's advances and technological capability in software have often been misunderstood and understated. Diess emphasized:\n\nOne example for the speed of Tesla: They handle the chip shortage very well– the reason: they are developing their own software. Within just 2-3 weeks they had a new software which allows to use different chips. Impressive. (from Herbert Diess LinkedIn post)\n\nFord(NYSE:F)also couldn't resist praising Tesla in its internal meeting. Ford CEO Jim Farley emphasized (edited for brevity):\n\nTesla maximizes use of electrons in the vehicle. No one does it better than they do.Their customers pay less for a better battery. Their focus … after they launch the vehicle,\n their obsessionafter the launch of the vehicle, to make the customer experience better, to re-engineer the electronic components, to simplify, to address quality based on data coming off the vehicles, to reduce the bill of material based on how people actually use the vehicle, to drive vertical integration, so they do\n moreand they solve the hardest problems at Tesla. And they manage every electron so they can be as efficient as possible with the expense of battery...\n The product itself is highly differentiated from the rest of the ICE field and complexity is tiny, compared to OEMs. That allows them to have enormous reuse.\n Reuse that we’ve never seen in our ICE business. Tesla can scale quickly because of that complexity reduction. They can drive cost down, which they have. They can keep processes simple. (from Electrek article)\n\nTherefore, Tesla has demonstrated its incredible capability as a disruptive technology company. Musk & Co. continues to let their execution do the talking even as Tesla bears still refuse to acknowledge Tesla and its stock's prowess, which is up 1,437% over the last three years. It's simply unbelievable how these bears from 2018 can continue to hold their thesis without making a fool of themselves.\nSo, is ARKK ETF a Buy?\nWe believe that Cathie Wood & Co. have demonstrated their tremendous understanding of disruptive technology companies that many on the Street fail to grasp well. These are companies at the early stages of their market opportunity, and thus, the validity of their thesis is often contentious. It takes a massive amount of deep research that we believe is beyond the scope of most retail investors. As ARK Invest's flagship ETF, we believe ARKK continues to be highly relevant for investors who want to have exposure to disruptive technology companies. It allows them to diversify their portfolio with disruptive stocks. Cathie Wood also has demonstrated her portfolio rebalancing discipline, making sure to lock in profits and rotating to beaten-down stocks.\nInvestors are encouraged to have a long-term mindset when investing in disruptive stocks, as their thesis plays out over time. Therefore, wereiterate our Buy rating on ARKK ETF for growth-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879018149,"gmtCreate":1636670013191,"gmtModify":1636670013357,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879018149","repostId":"1110280933","repostType":4,"repost":{"id":"1110280933","pubTimestamp":1636638948,"share":"https://www.laohu8.com/m/news/1110280933?lang=&edition=full","pubTime":"2021-11-11 21:55","market":"us","language":"en","title":"Valens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1110280933","media":"Benzinga","summary":"Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marg","content":"<ul>\n <li><b>Valens Semiconductor Ltd</b>&nbsp;reported third-quarter&nbsp;FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million.</li>\n <li>Audio-video revenues reached $17.1 million, up 38.5% Y/Y. Automotive revenues reached $2.0 million, an increase of over 300% Y/Y.</li>\n <li><b>Margin:</b>&nbsp;Gross margin compression of 200 bps to 72.4% was mainly due to higher automotive revenues that incur lower gross margin than audio-video products.</li>\n <li>Valens recorded quarterly bookings of $36.0 million, up over 200% Y/Y.</li>\n <li>Valens recorded a backlog of $73.4 million as of September 30.</li>\n <li>EPS loss was $(0.19) versus $(1.17) last year.</li>\n <li>Valens held $205.6 million in cash and equivalents.</li>\n <li><b>Outlook:</b>&nbsp;Valens sees Q4 revenue of $19.4 million - $20.6 million, versus a consensus of $20.1 million. It expects Q4 gross margins of 70%-72%.</li>\n <li>Valens raised the FY21 revenue outlook from $69 million to $69.4 million - $70.6 million versus a consensus of $69.6 million.</li>\n <li><b>Price Action:</b>&nbsp;VLN shares traded higher by 1.77% at $10.94 in the premarket session on the last check Thursday.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Valens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook</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\">\nValens Semiconductor Clocks 49% Sales Growth In Q3, Lifts FY21 Revenue Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million.\nAudio-video revenues reached $17.1 million, up 38.5% Y/...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLN":"Valens Semiconductor Ltd."},"source_url":"https://www.benzinga.com/news/earnings/21/11/24037733/valens-semiconductor-clocks-49-sales-growth-in-q3-lifts-fy21-revenue-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110280933","content_text":"Valens Semiconductor Ltd reported third-quarter FY21 revenue growth of 48.8% at $19.07 million, marginally beating the consensus of $19 million.\nAudio-video revenues reached $17.1 million, up 38.5% Y/Y. Automotive revenues reached $2.0 million, an increase of over 300% Y/Y.\nMargin: Gross margin compression of 200 bps to 72.4% was mainly due to higher automotive revenues that incur lower gross margin than audio-video products.\nValens recorded quarterly bookings of $36.0 million, up over 200% Y/Y.\nValens recorded a backlog of $73.4 million as of September 30.\nEPS loss was $(0.19) versus $(1.17) last year.\nValens held $205.6 million in cash and equivalents.\nOutlook: Valens sees Q4 revenue of $19.4 million - $20.6 million, versus a consensus of $20.1 million. It expects Q4 gross margins of 70%-72%.\nValens raised the FY21 revenue outlook from $69 million to $69.4 million - $70.6 million versus a consensus of $69.6 million.\nPrice Action: VLN shares traded higher by 1.77% at $10.94 in the premarket session on the last check Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879011874,"gmtCreate":1636669922185,"gmtModify":1636669922346,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","text":"$Palantir Technologies Inc.(PLTR)$haiz","images":[{"img":"https://static.tigerbbs.com/47cfe72cea8b3e9b21cd36a1b617dafe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879011874","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870940684,"gmtCreate":1636584215040,"gmtModify":1636584215040,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>sad. Dca in","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>sad. Dca in","text":"$Palantir Technologies Inc.(PLTR)$sad. Dca in","images":[{"img":"https://static.tigerbbs.com/7647c7b21ccad7c819b8970636dc40bc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870940684","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870940384,"gmtCreate":1636584195711,"gmtModify":1636584195711,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","text":"$Alibaba(BABA)$lets go","images":[{"img":"https://static.tigerbbs.com/ba55a40c60a939737ab134eb6694f0fd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870940384","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870954984,"gmtCreate":1636584044661,"gmtModify":1636584044661,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","text":"$Alibaba(BABA)$one of the positive stocks yesterday","images":[{"img":"https://static.tigerbbs.com/6d5bcd0e3bd8592c649205492554276b","width":"1080","height":"3073"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870954984","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847839731,"gmtCreate":1636505092732,"gmtModify":1636505092878,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","text":"$Alibaba(BABA)$lets go","images":[{"img":"https://static.tigerbbs.com/be71bc4492107f0003d21d2da43eb480","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847839731","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847830555,"gmtCreate":1636505019440,"gmtModify":1636505026231,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dca at the bottom","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dca at the bottom","text":"$Palantir Technologies Inc.(PLTR)$dca at the bottom","images":[{"img":"https://static.tigerbbs.com/a5b9492c71171424f51d0fd57464a8ed","width":"1080","height":"2897"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847830555","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844186512,"gmtCreate":1636411237678,"gmtModify":1636411237927,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","text":"$Alibaba(BABA)$let the rebound begin","images":[{"img":"https://static.tigerbbs.com/e05451daf8f0e9ba0a2d95a639655240","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844186512","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845844961,"gmtCreate":1636331211126,"gmtModify":1636331211269,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","text":"$Alibaba(BABA)$sad.... Hope this is the bottom","images":[{"img":"https://static.tigerbbs.com/c47d18c70b08911b43874b474390dae9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845844961","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845172566,"gmtCreate":1636325409520,"gmtModify":1636325409612,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>he bottom already","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>he bottom already","text":"$Alibaba(BABA)$he bottom already","images":[{"img":"https://static.tigerbbs.com/b87a832eed0cdbee13d7d7405287ba75","width":"1080","height":"2150"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845172566","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842859749,"gmtCreate":1636164152732,"gmtModify":1636164152942,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More chances pls","listText":"More chances pls","text":"More chances pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842859749","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842859091,"gmtCreate":1636164096105,"gmtModify":1636164110303,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842859091","repostId":"1148829002","repostType":4,"repost":{"id":"1148829002","pubTimestamp":1636119638,"share":"https://www.laohu8.com/m/news/1148829002?lang=&edition=full","pubTime":"2021-11-05 21:40","market":"us","language":"en","title":"Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=1148829002","media":"Seeking Alpha","summary":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>\n <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>\n <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>This article is contributed by Han Jie from the Superstocks Seekers team.</p>\n<p><b>Business Overview:</b></p>\n<p>Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p>\n<p>Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p>\n<p>A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p>\n<p><b>Gotham</b></p>\n<p>Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p>\n<p><b>Foundry</b></p>\n<p>Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p>\n<p><b>Apollo</b></p>\n<p>Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p>\n<p>Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p>\n<p><b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p>\n<p>Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p>\n<p>This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p>\n<p><b>Wejo</b></p>\n<p>Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p>\n<p><img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p>\n<p>Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p>\n<p><b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p>\n<p>Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p>\n<p>The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p>\n<p>Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p>\n<p>Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p>\n<p><b>Sarcos Robotics</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p>\n<p>Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p>\n<p><b>Robots as a Service</b></p>\n<p>On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p>\n<p><b>Unlocking data in Sarcos’s Robots</b></p>\n<p>As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p>\n<p>Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p>\n<p><b>Roivant Sciences</b></p>\n<p>Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p>\n<p>Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p>\n<p><b>A partnership between Roivant and Palantir</b></p>\n<p>Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p>\n<p>Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p>\n<p><b>Celularity</b></p>\n<p>Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p>\n<p>Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p>\n<p>This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p>\n<p><b>The Value by Palantir to Celularity</b></p>\n<p>As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p>\n<p>Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p>\n<p>Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p>\n<p>The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p>\n<p><b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p>\n<p>As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p>\n<p><b>Interconnected Micro Models Ecosystem</b></p>\n<p>Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p>\n<p><b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p>\n<p>Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p>\n<p>Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p>\n<p><b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p>\n<p>Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p>\n<p>Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p>\n<p>Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p>\n<p>Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p>\n<p><b>Ramping up on Sales Team</b></p>\n<p>Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p>\n<p>Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p>\n<p><b>Palantir’s Sales Growth</b></p>\n<p>Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p>\n<p>Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p>\n<p><b>Palantir’s Earnings Call</b></p>\n<p>In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p>\n<p>Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p>\n<p>By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p>\n<p>The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p>\n<p>Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p>\n<p><b>A first look into the aforementioned Day 0 Companies</b></p>\n<p>In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p>\n<p>Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p>\n<p><b>Potential of Day 0 Companies</b></p>\n<p>Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p>\n<p>Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p>\n<p><b>Foundry for Builders initiative</b></p>\n<p>The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p>\n<p>In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p>\n<p>Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p>\n<p>As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p>\n<p><b>Valuation</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p>\n<p>The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p>\n<p>For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p>\n<p>Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p>\n<p>Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p>\n<p><b>Conclusion</b></p>\n<p>Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p>\n<p>The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p>\n<p>Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p>\n<p>As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p>\n<p>Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p>\n<p>Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies</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; 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}\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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables ...</p>\n\n<a href=\"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies\">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/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148829002","content_text":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.\nInclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.\n\nMichael Vi/iStock Editorial via Getty Images\nThis article is contributed by Han Jie from the Superstocks Seekers team.\nBusiness Overview:\nPalantir Technologies(NYSE:PLTR) is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.\nPalantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.\nA quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.\nGotham\nGotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that Gotham software is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.\nFoundry\nFoundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are BP, for the use of technology to cut greenhouse-gas emissions and 3M which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.\nApollo\nApollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.\nBased on Palantir’s latest earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.\nSource: Palantir Blog\nUnderstanding and taking a Deeper Dive into Palantir SPAC Investments:\nBased on Palantir’s most recent 10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.\nThis investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.\nSource: Palantir’s 10-Q\nWejo\nWejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.\n\nSource: Wejo’s official site\nWejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.\nPalantir and Wejo’s Partnership in the Automotive Industry\nWejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The partnership aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.\nThe partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.\nThrough connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.\nTherefore, this partnership will improve the overall transportation system and experience for all related parties.\nSarcos Robotics\nSource: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value\nSarcos(NASDAQ:STRC) develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.\nRobots as a Service\nOn April 4, 2021, the Company entered into an agreement with Palantir in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.\nUnlocking data in Sarcos’s Robots\nAs mentioned by Ben Wolff, CEO ofSarcosduring a Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.\nPalantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.\nRoivant Sciences\nRoivant Sciences(NASDAQ:ROIV) is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.\nRoivant’s mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.\nSource: Swiss Biotech\nA partnership between Roivant and Palantir\nPalantir has invested $30 million in a private financing round into the SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.\nThrough this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.\nCelularity\nCelularity is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.\nCelularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.\nThis multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.\nThe Value by Palantir to Celularity\nAs shared by Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.\nThrough Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.\nRobert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.\nThe partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.\nNext Growth Driver: Palantir AI/ML Modules on Edge\nAs global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.\nInterconnected Micro Models Ecosystem\nPalantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.\nPalantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions\nPalantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.\nPalantir Edge AI is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.\nUnpacking the Technical White Paper by Palantir on Edge AI\nDiving into the White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.\nTime dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.\nPalantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.\nVery often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.\nRamping up on Sales Team\nPalantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.\nBeyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.\nPalantir’s Sales Growth\nPalantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.\nBeyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.\nPalantir’s Earnings Call\nIn the earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.\nPalantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.\nBy observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.\nThe stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.\nTherefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.\nA first look into the aforementioned Day 0 Companies\nIn the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.\nQuoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"\nPotential of Day 0 Companies\nPalantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.\nTherefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.\nFoundry for Builders initiative\nThe Foundry for Builders initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.\nIn order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.\nPreviously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.\nAs a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.\nValuation\nSource: Author’s own estimation, extracted from 10Q\nThe assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.\nFor FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.\nBased on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.\nAlthough we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.\nConclusion\nPalantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.\nThe “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.\nInvestors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?\nAs an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.\nPalantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.\nBeing able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842850696,"gmtCreate":1636164064483,"gmtModify":1636164064607,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","text":"$Apple(AAPL)$slowly but surely","images":[{"img":"https://static.tigerbbs.com/650c6c3daa6370edad3c3d02a356248f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850696","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842850912,"gmtCreate":1636164042594,"gmtModify":1636164042656,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850912","repostId":"1175918196","repostType":4,"repost":{"id":"1175918196","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636119081,"share":"https://www.laohu8.com/m/news/1175918196?lang=&edition=full","pubTime":"2021-11-05 21:31","market":"us","language":"en","title":"Stocks open higher after stronger-than-expected jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=1175918196","media":"Tiger Newspress","summary":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting o","content":"<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p>\n<p>The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p>\n<p>Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p>\n<p>Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p>\n<p>DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open higher after stronger-than-expected jobs report</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\">\nStocks open higher after stronger-than-expected jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-05 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.</p>\n<p>The Dow Jones Industrial Average rose 203 points, while S&amp;P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/6fc586baef899b559fd094253e9acef7\" tg-width=\"1049\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>A major development in the fight against the pandemic boosted shares of&nbsp;Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.</p>\n<p>Recovery stock&nbsp;Expedia&nbsp;saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.</p>\n<p>Peloton&nbsp;shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes&nbsp;reported a much larger loss than expected&nbsp;and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.</p>\n<p>DraftKings,the&nbsp;online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175918196","content_text":"U.S. stocks rallied on Friday after the October jobs report came in better than expected, boosting optimism about the economic recovery.\nThe Dow Jones Industrial Average rose 203 points, while S&P 500 gained 0.5%, on pace for its seventh straight positive day. The tech-heavy Nasdaq Composite climbed 0.4%.\n\nA major development in the fight against the pandemic boosted shares of Pfizer, which rose more than 7% after the company said its Covid-19 drug, used with an HIV drug, cut the risk of hospitalization by 89%.\nRecovery stock Expedia saw its shares roar higher by 13% a day after the company said renewed travel demand boosted its top and bottom lines higher than analysts had expected.\nPeloton shares cratered more than 33% after the fitness platform and maker of interactive treadmills and exercise bikes reported a much larger loss than expected and cut its full-year outlook as fitness buffs headed back to the gym and away from at-home workouts.\nDraftKings,the online sports betting company, was falling Friday after reporting a third-quarter loss wider than analysts’ expectations and revenue that missed forecasts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842850023,"gmtCreate":1636164026060,"gmtModify":1636164026168,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Where...","listText":"Where...","text":"Where...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850023","repostId":"1103958548","repostType":4,"repost":{"id":"1103958548","pubTimestamp":1636118536,"share":"https://www.laohu8.com/m/news/1103958548?lang=&edition=full","pubTime":"2021-11-05 21:22","market":"us","language":"en","title":"Amazon Stock: Wall Street Sees 20% Upside. Where's That Potential?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103958548","media":"TheStreet","summary":"Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why ","content":"<p>Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.</p>\n<p>Amazon’s Q3 results have&nbsp;failed to put the market at ease. The company’s North America and International segments, largely representative of Amazon’s e-commerce business, missed revenue and op profit estimates due to (1) consumption patterns leaning towards brick-and-mortar stores and (2) a pandemic-related shortage of workers. As a result, Wall Street has dropped its price targets.</p>\n<p>The better news is that not a single analyst has turned outright bearish on Amazon stock. In fact, the lowest price target on the Street still points at 9% upside opportunity, while the average target suggests gains of around 20% ahead.</p>\n<p>Below, we dig deeper into some of Wall Street’s post-earnings reports and explain why experts continue to see decent upside potential in the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's fulfillment center.</span></p>\n<p><b>Lower targets, still bullish</b></p>\n<p>On the “less bullish” side of the equation, Barclays’ Ross Sandler has lowered his price target on Amazon to $3,800 from $4,130. The analyst noticed that Amazon’s revenues and operating profit were 1% and 12% below consensus, respectively, but both still met buy-side expectations.</p>\n<p>Mr. Sandler also believes that Amazon might take advantage of its capacity and well-developed supply infrastructure to gain market share during the holidays – which, to be clear, should come with “hefty cost inflation”. Also, the analyst thinks that the cycle of downward estimate revisions should have run its course by now.</p>\n<p>Piper Sandler’s Thomas Champion sees the stock rising to $3,875, down from $3,904 before earnings. Mr. Champion recognized that Amazon has margin challenges and difficult comps in the last quarter of 2021. Wolfe Research’s Deepak Mathivaan seems to agree, as the analyst also de-risked his price target on the stock to $3,800 from $3,850.</p>\n<p>Goldman Sachs’ Eric Sheridan, despite having lowered his price to $4,100 from $4,250, stated that Amazon’s Q4 guide was “much better than feared”. He thinks that the company is well positioned to meet consumer demand, despite supply chain disruptions.</p>\n<p>Mr. Sheridan also believes that Amazon’s disappointing profits in the short term will eventually be justified by its strategic moves that increases the company’s chances of capturing e-commerce market share in the long haul.</p>\n<p>JPMorgan’s Doug Amnuth and Credit Suisse’s Stephen Ju have gone further. Both analysts have raised their price targets to $4,350 from $4,100 and to $4,200 from $4,100, respectively. Mr. Ju argues that Amazon’s inventory days are at their highest for the holidays, suggesting that the company should do better than competitors in the near term.</p>\n<p>Finally, at the most bullish end of the spectrum, Stifel’s Scott Devitt expects Amazon stock to be \"a big outperformer in 2022”. The analyst maintained his target at $4,400, as he believes that the recent selloff is an \"attractive buying opportunity\". The Amazon Maven has already offered its take on a buy-the-dip approach, which we think makes sense for long-term shareholders.</p>\n<p><b>Amazon Maven’s take</b></p>\n<p>It seems that most analysts still see Amazon as the ultimate e-commerce and cloud titan. Despite having lowered price targets, not a single analyst is bearish in the long term. That said, tough 2020 comps and margin pressures could still weigh on the stock in the immediate future.</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>Amazon Stock: Wall Street Sees 20% Upside. Where's That Potential?</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\">\nAmazon Stock: Wall Street Sees 20% Upside. Where's That Potential?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-why-wall-street-sees-20-upside-potential><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.\nAmazon’s Q3 results have failed to put the market ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-why-wall-street-sees-20-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-why-wall-street-sees-20-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103958548","content_text":"Amazon may have disappointed in the last two quarters, but Wall Street remains bullish. Here is why analysts see AMZN climbing around 20% from here.\nAmazon’s Q3 results have failed to put the market at ease. The company’s North America and International segments, largely representative of Amazon’s e-commerce business, missed revenue and op profit estimates due to (1) consumption patterns leaning towards brick-and-mortar stores and (2) a pandemic-related shortage of workers. As a result, Wall Street has dropped its price targets.\nThe better news is that not a single analyst has turned outright bearish on Amazon stock. In fact, the lowest price target on the Street still points at 9% upside opportunity, while the average target suggests gains of around 20% ahead.\nBelow, we dig deeper into some of Wall Street’s post-earnings reports and explain why experts continue to see decent upside potential in the stock.\nFigure 1: Amazon's fulfillment center.\nLower targets, still bullish\nOn the “less bullish” side of the equation, Barclays’ Ross Sandler has lowered his price target on Amazon to $3,800 from $4,130. The analyst noticed that Amazon’s revenues and operating profit were 1% and 12% below consensus, respectively, but both still met buy-side expectations.\nMr. Sandler also believes that Amazon might take advantage of its capacity and well-developed supply infrastructure to gain market share during the holidays – which, to be clear, should come with “hefty cost inflation”. Also, the analyst thinks that the cycle of downward estimate revisions should have run its course by now.\nPiper Sandler’s Thomas Champion sees the stock rising to $3,875, down from $3,904 before earnings. Mr. Champion recognized that Amazon has margin challenges and difficult comps in the last quarter of 2021. Wolfe Research’s Deepak Mathivaan seems to agree, as the analyst also de-risked his price target on the stock to $3,800 from $3,850.\nGoldman Sachs’ Eric Sheridan, despite having lowered his price to $4,100 from $4,250, stated that Amazon’s Q4 guide was “much better than feared”. He thinks that the company is well positioned to meet consumer demand, despite supply chain disruptions.\nMr. Sheridan also believes that Amazon’s disappointing profits in the short term will eventually be justified by its strategic moves that increases the company’s chances of capturing e-commerce market share in the long haul.\nJPMorgan’s Doug Amnuth and Credit Suisse’s Stephen Ju have gone further. Both analysts have raised their price targets to $4,350 from $4,100 and to $4,200 from $4,100, respectively. Mr. Ju argues that Amazon’s inventory days are at their highest for the holidays, suggesting that the company should do better than competitors in the near term.\nFinally, at the most bullish end of the spectrum, Stifel’s Scott Devitt expects Amazon stock to be \"a big outperformer in 2022”. The analyst maintained his target at $4,400, as he believes that the recent selloff is an \"attractive buying opportunity\". The Amazon Maven has already offered its take on a buy-the-dip approach, which we think makes sense for long-term shareholders.\nAmazon Maven’s take\nIt seems that most analysts still see Amazon as the ultimate e-commerce and cloud titan. Despite having lowered price targets, not a single analyst is bearish in the long term. That said, tough 2020 comps and margin pressures could still weigh on the stock in the immediate future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842822789,"gmtCreate":1636163721092,"gmtModify":1636163721880,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>buy the slight dip?","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>buy the slight dip?","text":"$Netflix(NFLX)$buy the slight dip?","images":[{"img":"https://static.tigerbbs.com/de2bc8912668514393c76359203b1f8f","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842822789","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846630238,"gmtCreate":1636076609271,"gmtModify":1636076609347,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More chances pls","listText":"More chances pls","text":"More chances pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846630238","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":841811860,"gmtCreate":1635900654475,"gmtModify":1635900654475,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>okay, will slow down by dca","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>okay, will slow down by dca","text":"$Alibaba(BABA)$okay, will slow down by dca","images":[{"img":"https://static.tigerbbs.com/78ef9d09de8f1d5c25489b447a5e87e0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/841811860","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605680540,"gmtCreate":1639151819780,"gmtModify":1639151819933,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605680540","repostId":"1173242614","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856539074,"gmtCreate":1635201253318,"gmtModify":1635201264122,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thx for comment","listText":"Thx for comment","text":"Thx for comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856539074","repostId":"1198885094","repostType":4,"repost":{"id":"1198885094","pubTimestamp":1635174987,"share":"https://www.laohu8.com/m/news/1198885094?lang=&edition=full","pubTime":"2021-10-25 23:16","market":"us","language":"en","title":"Amazon Stock May Tumble Following Q3 Earnings Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1198885094","media":"seekingalpha","summary":"Summary\n\nIBM's cloud growth was very weak and is historically tied to trends in AWS.\nThe options mar","content":"<p>Summary</p>\n<ul>\n <li>IBM's cloud growth was very weak and is historically tied to trends in AWS.</li>\n <li>The options market does not see the price on Amazon, rising above $3,500 post results.</li>\n <li>The technical pattern sees the shares slipping below $3,000.</li>\n <li>Looking for more investing ideas like this one? Get them exclusively at Reading The Markets.</li>\n</ul>\n<p>Investors don't often think about IBM (IBM) and Amazon (AMZN) in the same breath. Still, IBM's latest results could be telling us that Amazon's most profitable business unit, AWS, could disappoint investors when the company report results later this week.</p>\n<p>According to data from Refinitiv, analysts' consensus see the AWS business unit growth decelerating to 32.7%, or $15.4 billion, in the third quarter from a growth rate of 37.1% in the second quarter. The consensus was also looking for solid cloud growth from IBM, with revenue expected to grow by 3.9%. Instead, the IBM business unit increased by just 2.5%, with revenue for that business unit missing analysts' estimates for the first time this year.</p>\n<p>Could AWS See A Weak Quarter?</p>\n<p>Most surprising is that IBM's cloud growth and AWS have tracked each other since the pandemic began. When the growth of IBM's business unit has accelerated, the same has occurred for AWS, and when growth in IBM's business unit has decelerated, the AWS growth rate has slowed too.</p>\n<p>The degrees to which they have climbed and fallen have varied, but the trend has been the same.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b8c584760b17de2e7323aa576f9d28b\" tg-width=\"640\" tg-height=\"288\" width=\"100%\" height=\"auto\"><span>(Data from Refinitiv)</span></p>\n<p>This trend is also present in the relationship with Microsoft's (MSFT) cloud unit and IBM, but it is not as strongly linked to the relationship seen with AWS. The first and fourth quarters of 2020 did not see the IBM and Microsoft business units trend in the exact directions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933181eb806d17869ab7a9b899bef0d4\" tg-width=\"640\" tg-height=\"288\" width=\"100%\" height=\"auto\"><span>(Data from Refinitiv)</span></p>\n<p>AWS has historically done an outstanding job beating analysts' estimates, so a miss would be a big disappointment. That's because AWS is the primary driver of the company's total net income, which helps drive those earnings.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3f2da190aeba489bab0fa07387946ff\" tg-width=\"640\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>(Data from Refinitiv)</span></p>\n<p>However, retail sales have slipped from their Covid peak, and a disappointing quarter from AWS would likely be devastating for the stock. The latest retail sales data indicate a plateau in growth for the overall US economy. This may make it difficult for Amazon to report revenue that comes in ahead of expectations, primarily if AWS cannot deliver a strong quarter.</p>\n<p>Analysts Are Cutting Amazon's Sales Estimates</p>\n<p>Analysts have already been resetting their expectations. The plateauing retail sales and the weak guidance provided by the company during the second-quarter announcement have driven analysts to drop their sales estimates for Amazon over the past three months by 6% to $111.5 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/93cc6d753fb2948cc7f55de68258803c\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The downgrade of the third quarter estimates has spilled over to the analysts', reducing sales estimates for this year to $475.5 billion in 2021 from a peak of $490.3 billion. The lower revenue estimates have pushed the stock's price-to-sales multiple up to 3.6 times this year's estimate. It is much higher than the 10-yr average of 2.7.</p>\n<p><b>A Big Options Bet See Amazon Stock Staying Below $3,500</b></p>\n<p>The options market doesn't seem to be too concerned on the surface. Currently, the long-straddle options strategy indicates that the shares rise or fall by around 4.4% from the October 29 $3,340 strike price. It would place the stock in a trading range of $3,265 and $3,488 following its results.</p>\n<p>What's most interesting is that options activity has been muted heading into these results, and perhaps that is because traders don't have a firm conviction around these results or a good read into how they may turn out.</p>\n<p>However, there was one huge bet recently placed the stock would not advance past $3,500. On October 20, the open interest levels for the November 19, $3,500 calls rose by roughly 1,200 contracts. While this may seem like a bullish bet on the surface, the options data shows these calls were sold and traded on the bid, with the trader taking in a premium of between $71.50 to $78.35 per contract. It is most likely the case this was a covered call transaction, indicating the trader is likely owns the stock and looking to generate extra income. But the fact, they are willing to sell these calls would suggest they do not think the stock will rally. Otherwise, they stand a chance to have their shares called away upon expiration or may need to pay a higher price to repurchase the calls, taking a loss.</p>\n<p>Now, this doesn't sound like a big trade, but it is massive. The trader took in a premium of more than $8.5 million, betting that the stock would stay below that strike price over the next month.</p>\n<p>AMZN Stock May Slip Below $3,000</p>\n<p>Given the technical setup, there is a good chance the stock does stay below $3,500 and potentially goes lower. Since mid-July, the shares have been trading lower and have yet to recover from their weaker than expected second-quarter earnings announcement. When combined with a strong level of technical support around $3,200, the downtrend creates a bearish technical pattern known as a descending triangle.</p>\n<p>Additionally, the relative strength index has been trending lower in the same direction of the stock since the middle of July. It would suggest that momentum in the stock has turned bearish.</p>\n<p>When measuring the triangle's height to the base, it amounts to nearly $560 points or roughly 15%. A similar decline would target a drop to approximately $2,630. Now, that doesn't mean the stock will fall that far, but it is more guidance on how much it could fall. There are some key levels of support before that at $3,020 and $2,880, which could serve as a place to stop on a decline.</p>\n<p><img src=\"https://static.tigerbbs.com/b69267efba5704235a6981b774984f92\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Overall, this could be a pivotal quarter for Amazon. With plateauing in retail sales and potential weakness in the cloud business, investors may not be very pleasant.</p>","source":"seekingalpha","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>Amazon Stock May Tumble Following Q3 Earnings Results</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\">\nAmazon Stock May Tumble Following Q3 Earnings Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461665-amazons-stock-may-tumble-following-quarterly-results><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM's cloud growth was very weak and is historically tied to trends in AWS.\nThe options market does not see the price on Amazon, rising above $3,500 post results.\nThe technical pattern sees ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461665-amazons-stock-may-tumble-following-quarterly-results\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4461665-amazons-stock-may-tumble-following-quarterly-results","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198885094","content_text":"Summary\n\nIBM's cloud growth was very weak and is historically tied to trends in AWS.\nThe options market does not see the price on Amazon, rising above $3,500 post results.\nThe technical pattern sees the shares slipping below $3,000.\nLooking for more investing ideas like this one? Get them exclusively at Reading The Markets.\n\nInvestors don't often think about IBM (IBM) and Amazon (AMZN) in the same breath. Still, IBM's latest results could be telling us that Amazon's most profitable business unit, AWS, could disappoint investors when the company report results later this week.\nAccording to data from Refinitiv, analysts' consensus see the AWS business unit growth decelerating to 32.7%, or $15.4 billion, in the third quarter from a growth rate of 37.1% in the second quarter. The consensus was also looking for solid cloud growth from IBM, with revenue expected to grow by 3.9%. Instead, the IBM business unit increased by just 2.5%, with revenue for that business unit missing analysts' estimates for the first time this year.\nCould AWS See A Weak Quarter?\nMost surprising is that IBM's cloud growth and AWS have tracked each other since the pandemic began. When the growth of IBM's business unit has accelerated, the same has occurred for AWS, and when growth in IBM's business unit has decelerated, the AWS growth rate has slowed too.\nThe degrees to which they have climbed and fallen have varied, but the trend has been the same.\n(Data from Refinitiv)\nThis trend is also present in the relationship with Microsoft's (MSFT) cloud unit and IBM, but it is not as strongly linked to the relationship seen with AWS. The first and fourth quarters of 2020 did not see the IBM and Microsoft business units trend in the exact directions.\n(Data from Refinitiv)\nAWS has historically done an outstanding job beating analysts' estimates, so a miss would be a big disappointment. That's because AWS is the primary driver of the company's total net income, which helps drive those earnings.\n(Data from Refinitiv)\nHowever, retail sales have slipped from their Covid peak, and a disappointing quarter from AWS would likely be devastating for the stock. The latest retail sales data indicate a plateau in growth for the overall US economy. This may make it difficult for Amazon to report revenue that comes in ahead of expectations, primarily if AWS cannot deliver a strong quarter.\nAnalysts Are Cutting Amazon's Sales Estimates\nAnalysts have already been resetting their expectations. The plateauing retail sales and the weak guidance provided by the company during the second-quarter announcement have driven analysts to drop their sales estimates for Amazon over the past three months by 6% to $111.5 billion.\n\nThe downgrade of the third quarter estimates has spilled over to the analysts', reducing sales estimates for this year to $475.5 billion in 2021 from a peak of $490.3 billion. The lower revenue estimates have pushed the stock's price-to-sales multiple up to 3.6 times this year's estimate. It is much higher than the 10-yr average of 2.7.\nA Big Options Bet See Amazon Stock Staying Below $3,500\nThe options market doesn't seem to be too concerned on the surface. Currently, the long-straddle options strategy indicates that the shares rise or fall by around 4.4% from the October 29 $3,340 strike price. It would place the stock in a trading range of $3,265 and $3,488 following its results.\nWhat's most interesting is that options activity has been muted heading into these results, and perhaps that is because traders don't have a firm conviction around these results or a good read into how they may turn out.\nHowever, there was one huge bet recently placed the stock would not advance past $3,500. On October 20, the open interest levels for the November 19, $3,500 calls rose by roughly 1,200 contracts. While this may seem like a bullish bet on the surface, the options data shows these calls were sold and traded on the bid, with the trader taking in a premium of between $71.50 to $78.35 per contract. It is most likely the case this was a covered call transaction, indicating the trader is likely owns the stock and looking to generate extra income. But the fact, they are willing to sell these calls would suggest they do not think the stock will rally. Otherwise, they stand a chance to have their shares called away upon expiration or may need to pay a higher price to repurchase the calls, taking a loss.\nNow, this doesn't sound like a big trade, but it is massive. The trader took in a premium of more than $8.5 million, betting that the stock would stay below that strike price over the next month.\nAMZN Stock May Slip Below $3,000\nGiven the technical setup, there is a good chance the stock does stay below $3,500 and potentially goes lower. Since mid-July, the shares have been trading lower and have yet to recover from their weaker than expected second-quarter earnings announcement. When combined with a strong level of technical support around $3,200, the downtrend creates a bearish technical pattern known as a descending triangle.\nAdditionally, the relative strength index has been trending lower in the same direction of the stock since the middle of July. It would suggest that momentum in the stock has turned bearish.\nWhen measuring the triangle's height to the base, it amounts to nearly $560 points or roughly 15%. A similar decline would target a drop to approximately $2,630. Now, that doesn't mean the stock will fall that far, but it is more guidance on how much it could fall. There are some key levels of support before that at $3,020 and $2,880, which could serve as a place to stop on a decline.\n\nOverall, this could be a pivotal quarter for Amazon. With plateauing in retail sales and potential weakness in the cloud business, investors may not be very pleasant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876738236,"gmtCreate":1637363041414,"gmtModify":1637363041566,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876738236","repostId":"1167395455","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879011874,"gmtCreate":1636669922185,"gmtModify":1636669922346,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>haiz","text":"$Palantir Technologies Inc.(PLTR)$haiz","images":[{"img":"https://static.tigerbbs.com/47cfe72cea8b3e9b21cd36a1b617dafe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879011874","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844186512,"gmtCreate":1636411237678,"gmtModify":1636411237927,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>let the rebound begin","text":"$Alibaba(BABA)$let the rebound begin","images":[{"img":"https://static.tigerbbs.com/e05451daf8f0e9ba0a2d95a639655240","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844186512","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842859091,"gmtCreate":1636164096105,"gmtModify":1636164110303,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842859091","repostId":"1148829002","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843336758,"gmtCreate":1635807768492,"gmtModify":1635807768492,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>no more moon, to mars","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>no more moon, to mars","text":"$Tesla Motors(TSLA)$no more moon, to mars","images":[{"img":"https://static.tigerbbs.com/c40b17b2a35e96d84228fd60e97312bd","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843336758","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842850912,"gmtCreate":1636164042594,"gmtModify":1636164042656,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850912","repostId":"1175918196","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846872432,"gmtCreate":1636075487704,"gmtModify":1636075487704,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>or<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>for the metaverse? I choose MSFT","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>or<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>for the metaverse? I choose MSFT","text":"$Microsoft(MSFT)$or$Meta Platforms, Inc.(FB)$for the metaverse? I choose MSFT","images":[{"img":"https://static.tigerbbs.com/cbbe81d0e2008756cbfe485eb602457a","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846872432","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843319243,"gmtCreate":1635808058140,"gmtModify":1635808058140,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>dca! Next to Tesla, I believe in baba","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>dca! Next to Tesla, I believe in baba","text":"$Alibaba(BABA)$dca! Next to Tesla, I believe in baba","images":[{"img":"https://static.tigerbbs.com/9c2306f2df283e50cbe60167f7f8439c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843319243","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699199671,"gmtCreate":1639753830453,"gmtModify":1639753830548,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699199671","repostId":"699365355","repostType":1,"repost":{"id":699365355,"gmtCreate":1639750853136,"gmtModify":1639757003171,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"苹果一哥段永平再次sell put，年回报12%！","htmlText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","listText":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：<a href=\"https://laohu8.com/OPT/AAPL%2020230120%20170.0%20PUT\" target=\"_blank\">$AAPL 20230120 170.0 PUT$</a> 段老板的策略很容易理解，1年后<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 下面有人问段老板之前的sell&nbsp;put有没有挣钱，说明还是没有理解sell&nbsp;put。。。看来科普之路任重道远。","text":"这张图你们好好琢磨一下，为什么三个大盘分化如此严重。每次四巫日三个大盘表现不尽相同，这次纳斯达克跌的比较多，可能本次到期期权大部分都是纳指成分股有关。 据统计， 共有名义价值4.3万亿美元的股票期权即将到期，相当于罗素3000指数市值的8%以上，其中包括了2.3万亿美元的标普500指数季度期权、3600亿美元标普500指数E-mini期货期权、2550亿美元的SPY期权和6700亿美元的单一股票期权。这将是史上规模最大的一次期权到期日。 我以为昨晚美股吃相可以好一点，顶多走个十字星，收盘跌这么多我也是没想到。之所以开盘平仓也只是省心，并不是多有预见性。 那么今天要怎么操作呢？就在我发愁的时候段永平老板又出现了。 昨天他卖出了9999手苹果put，2023年1月到期，行权价170，每手权利金19.45：$AAPL 20230120 170.0 PUT$ 段老板的策略很容易理解，1年后$苹果(AAPL)$ 股价肯定不止$170，到期put价格归0，每手1945美元的权利金自然落袋囊中。 这个策略在当下也很高明，不考虑这两周的波动环境，直接赚1年后的钱。 然后你们再看看那句话：又有点put要到期了。大概率说明段永平去年已经做过这个策略了。 昨天$拼多多(PDD)$ 下面有人问段老板之前的sell put有没有挣钱，说明还是没有理解sell put。。。看来科普之路任重道远。","images":[{"img":"https://static.tigerbbs.com/6921fb90882bbc7bd56456c332c35845","width":"1506","height":"1282"},{"img":"https://static.tigerbbs.com/6459f1b0fe4787b25fd29e7dad3b3825","width":"1079","height":"1571"},{"img":"https://static.tigerbbs.com/a1572770e1711289477fe84bda5db50e","width":"1053","height":"384"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699365355","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879018149,"gmtCreate":1636670013191,"gmtModify":1636670013357,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879018149","repostId":"1110280933","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870954984,"gmtCreate":1636584044661,"gmtModify":1636584044661,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>one of the positive stocks yesterday","text":"$Alibaba(BABA)$one of the positive stocks yesterday","images":[{"img":"https://static.tigerbbs.com/6d5bcd0e3bd8592c649205492554276b","width":"1080","height":"3073"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870954984","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847839731,"gmtCreate":1636505092732,"gmtModify":1636505092878,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>lets go","text":"$Alibaba(BABA)$lets go","images":[{"img":"https://static.tigerbbs.com/be71bc4492107f0003d21d2da43eb480","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847839731","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845844961,"gmtCreate":1636331211126,"gmtModify":1636331211269,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>sad.... Hope this is the bottom","text":"$Alibaba(BABA)$sad.... Hope this is the bottom","images":[{"img":"https://static.tigerbbs.com/c47d18c70b08911b43874b474390dae9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845844961","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842850696,"gmtCreate":1636164064483,"gmtModify":1636164064607,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>slowly but surely","text":"$Apple(AAPL)$slowly but surely","images":[{"img":"https://static.tigerbbs.com/650c6c3daa6370edad3c3d02a356248f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842850696","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841819581,"gmtCreate":1635900597270,"gmtModify":1635900597270,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>or Disney? I'll pick Netflix for it's current lead in subs and network effect! Disney has IP but weighed down by theme parks","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>or Disney? I'll pick Netflix for it's current lead in subs and network effect! Disney has IP but weighed down by theme parks","text":"$Netflix(NFLX)$or Disney? I'll pick Netflix for it's current lead in subs and network effect! Disney has IP but weighed down by theme parks","images":[{"img":"https://static.tigerbbs.com/8c89a186c0d499eff83f54a5c1f96e5a","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841819581","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840065785,"gmtCreate":1635569749036,"gmtModify":1635569749036,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still going down :(","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still going down :(","text":"$Alibaba(BABA)$still going down :(","images":[{"img":"https://static.tigerbbs.com/19f2002e44855fcd9ed91078423fb612","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840065785","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":852594962,"gmtCreate":1635290084995,"gmtModify":1635290085095,"author":{"id":"4094815861299460","authorId":"4094815861299460","name":"tradelaggard","avatar":"https://static.tigerbbs.com/c6c79e48c23ef11d21b79892bf96cafe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still going down?!?!?!? Pls bounce","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>still going down?!?!?!? Pls bounce","text":"$Alibaba(BABA)$still going down?!?!?!? Pls bounce","images":[{"img":"https://static.tigerbbs.com/694e966768a574acfe2f204451b57919","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852594962","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}