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- Valerie1209Valerie1209
  ·2021-12-13
  Wah
  Palantir Has Now Entered A New Dimension
  Summary Palantir recently launched Foundry for Crypto to empower the future of finance. Palantir no
  Palantir Has Now Entered A New Dimension
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- Valerie1209Valerie1209
  ·2021-12-02
  $GENTING SINGAPORE LIMITED(G13.SI)$会再跌吗? 我等你0.70 我马上再加股
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- Valerie1209Valerie1209
  ·2021-07-23
  [财迷]
  Wall Street ekes out gains, led by tech, growth stocks
  NEW YORK - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei
  Wall Street ekes out gains, led by tech, growth stocks
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Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p>\n<p>PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p>\n<blockquote>\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n</blockquote>\n<blockquote>\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n</blockquote>\n<p>Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p>\n<p><b>Deep Roots In Payments</b></p>\n<p>Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p>\n<p>Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p>\n<p>In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p>\n<p>Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p>\n<p>Significant Opportunity At Hand</p>\n<p>On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p>\n<p>Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p>\n<p>As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p>\n<p>The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p>\n<p>Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p>\n<p>Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p>\n<p>One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p>\n<p><b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p>\n<p>The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p>\n<p>In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p>\n<blockquote>\n These transactions are not anonymous, we see you.\"\n</blockquote>\n<p>Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p>\n<p>Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p>\n<p>Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p>\n<p><b>Valuation</b></p>\n<p>Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p>\n<ul>\n <li><p>$1.43B in TTM revenue</p></li>\n <li><p>77% gross profit margins</p></li>\n <li><p>$120 billion TAM</p></li>\n</ul>\n<p><b>Palantir's Fair Value And Expected Return</b></p>\n<p>To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n</ul>\n<p>Assumptions:</p>\n<p><img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p>\n<p>Results:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p>\n<p>In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p>\n<p><b>Risks</b></p>\n<ul>\n <li><p><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p></li>\n</ul>\n<p>Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p>\n<p>The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p>\n<p><b>Conclusion</b></p>\n<p>Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p>\n<p>I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</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 Has Now Entered A New Dimension</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Has Now Entered A New Dimension\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within...</p>\n\n<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">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/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603222966,"gmtCreate":1638415714513,"gmtModify":1638416119900,"author":{"id":"4087816289268270","authorId":"4087816289268270","name":"Valerie1209","avatar":"https://static.tigerbbs.com/2723c02ea30836f743fae4b42690778e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>会再跌吗? 我等你0.70 我马上再加股","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>会再跌吗? 我等你0.70 我马上再加股","text":"$GENTING SINGAPORE LIMITED(G13.SI)$会再跌吗? 我等你0.70 我马上再加股","images":[{"img":"https://static.tigerbbs.com/d88d52b02992a13b3568102d359ee96d","width":"1080","height":"2058"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603222966","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175254648,"gmtCreate":1627037351284,"gmtModify":1633768582735,"author":{"id":"4087816289268270","authorId":"4087816289268270","name":"Valerie1209","avatar":"https://static.tigerbbs.com/2723c02ea30836f743fae4b42690778e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175254648","repostId":"1164478982","repostType":4,"repost":{"id":"1164478982","pubTimestamp":1626995319,"share":"https://www.laohu8.com/m/news/1164478982?lang=&edition=full","pubTime":"2021-07-23 07:08","market":"us","language":"en","title":"Wall Street ekes out gains, led by tech, growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1164478982","media":"Reuters","summary":"NEW YORK  - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei","content":"<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.</p>\n<p>A pull-back in economically sensitive cyclicals kept the S&amp;P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.</p>\n<p>But megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.</p>\n<p>All three major U.S. stock indexes ended the session within 1% of their record closing highs.</p>\n<p>Growth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.</p>\n<p>“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>The number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.</p>\n<p>Market participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.</p>\n<p>“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”</p>\n<p>“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.</p>\n<p>Benchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.</p>\n<p>The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&amp;P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.</p>\n<p>Of the 11 major sectors of the S&amp;P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.</p>\n<p>The second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.</p>\n<p>Drugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.</p>\n<p>Southwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.</p>\n<p>The S&amp;P 1500 Airlines index ended the session off 1.7%.</p>\n<p>Shares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.</p>\n<p>The Philadelphia SE Semiconductor index ended the session down 0.9%.</p>\n<p>Chipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.</p>","source":"lsy1601381805984","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>Wall Street ekes out gains, led by tech, growth stocks</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\">\nWall Street ekes out gains, led by tech, growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164478982","content_text":"NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.\nA pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.\nBut megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, Facebook Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.\nAll three major U.S. stock indexes ended the session within 1% of their record closing highs.\nGrowth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.\n“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\nThe number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.\nMarket participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.\n“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”\n“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.\nBenchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.\nThe Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.\nOf the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.\nThe second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.\nDrugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.\nSouthwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.\nThe S&P 1500 Airlines index ended the session off 1.7%.\nShares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.\nThe Philadelphia SE Semiconductor index ended the session down 0.9%.\nChipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}