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Phil民
2021-08-16
$Meta Materials Inc.(MMAT)$
Its about time this stock will shift. In a week.
Phil民
2021-05-25
It's about time, crypto will prove its worthiness.
抱歉,原内容已删除
Phil民
2021-03-11
这才刚开始,游戏股会慢慢上
Roblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote>
Phil民
2021-02-25
The rich will get richer. The average me will have to trade more and earn more
抱歉,原内容已删除
Phil民
2021-03-17
NIO company looks very promising after the downfall from previous years. It will dominate the EV market.
抱歉,原内容已删除
Phil民
2021-03-12
$Coupang, Inc.(CPNG)$
Just keep rising, bought alot of this.
Phil民
2021-02-26
$GameStop(GME)$
过了8pm GMT+8,就会上了
Phil民
2021-03-17
Its a matter of time Xpeng and NIO will dominate the EV market.
抱歉,原内容已删除
Phil民
2021-02-22
Morgan dump share, we buy
Palantir: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>
Phil民
2021-07-16
$Meta Materials Inc.(MMAT)$
option expiring today. Expect to drop to 3.80 ~ 4
去老虎APP查看更多动态
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Expect to drop to 3.80 ~ 4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147571922","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120919992,"gmtCreate":1624291597416,"gmtModify":1634008257051,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Good news for the market ","listText":"Good news for the market ","text":"Good news for the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120919992","repostId":"1132324443","repostType":4,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168989998,"gmtCreate":1623946691014,"gmtModify":1634025400800,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168989998","repostId":"2144742672","repostType":4,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163369548,"gmtCreate":1623859904884,"gmtModify":1631885484470,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Time to get discounted stocks. ","listText":"Time to get discounted stocks. ","text":"Time to get discounted stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163369548","repostId":"1160215752","repostType":4,"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187666565,"gmtCreate":1623752524457,"gmtModify":1634029037962,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Invest a little in everything won't let you loose out in the future","listText":"Invest a little in everything won't let you loose out in the future","text":"Invest a little in everything won't let you loose out in the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187666565","repostId":"2143735752","repostType":4,"isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138232486,"gmtCreate":1621941730545,"gmtModify":1634185319270,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"It's about time, crypto will prove its worthiness. ","listText":"It's about time, crypto will prove its worthiness. ","text":"It's about time, crypto will prove its worthiness.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138232486","repostId":"1103938112","repostType":4,"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139850421,"gmtCreate":1621607886463,"gmtModify":1634187674575,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"It's been falling ever since it get listed. Coin have to make a big move first before the stock get going upwards. ","listText":"It's been falling ever since it get listed. Coin have to make a big move first before the stock get going upwards. ","text":"It's been falling ever since it get listed. Coin have to make a big move first before the stock get going upwards.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139850421","repostId":"2137290909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324924706,"gmtCreate":1615954841105,"gmtModify":1703495489098,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market. ","listText":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market. ","text":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324924706","repostId":"2120726179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324925500,"gmtCreate":1615954752100,"gmtModify":1703495487205,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Its a matter of time Xpeng and NIO will dominate the EV market.","listText":"Its a matter of time Xpeng and NIO will dominate the EV market.","text":"Its a matter of time Xpeng and NIO will dominate the EV market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324925500","repostId":"2120616977","repostType":4,"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322633700,"gmtCreate":1615800791900,"gmtModify":1703493149308,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"E commerce have not yet reach its 50% capabilities. There are potential growth. ","listText":"E commerce have not yet reach its 50% capabilities. There are potential growth. ","text":"E commerce have not yet reach its 50% capabilities. There are potential growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322633700","repostId":"1199587015","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328430110,"gmtCreate":1615547730930,"gmtModify":1703490756992,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> Just keep rising, bought alot of this. ","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> Just keep rising, bought alot of this. ","text":"$Coupang, Inc.(CPNG)$ Just keep rising, bought alot of this.","images":[{"img":"https://static.tigerbbs.com/0e20d8b789029c935901138be90746b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328430110","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321129800,"gmtCreate":1615413632400,"gmtModify":1703488667180,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"这才刚开始,游戏股会慢慢上","listText":"这才刚开始,游戏股会慢慢上","text":"这才刚开始,游戏股会慢慢上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321129800","repostId":"1158871795","repostType":4,"repost":{"id":"1158871795","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615401200,"share":"https://www.laohu8.com/m/news/1158871795?lang=zh_CN&edition=full","pubTime":"2021-03-11 02:33","market":"us","language":"en","title":"Roblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158871795","media":"老虎资讯综合","summary":"Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.Ro","content":"<p>Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.</p><p><blockquote>Roblox股价周三开盘价为每股65美元,比该公司参考价高出约44%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f1ba476c7f20db1e462a62e6f1df9db8\" tg-width=\"1847\" tg-height=\"904\"></p><p><blockquote></blockquote></p><p>Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.</p><p><blockquote>Roblox Corp.加入了少数人持股公司转向公开市场以支持增长的行列。这家总部位于加利福尼亚州圣马特奥的视频游戏提供商的股票将于3月10日在纽约证券交易所开始交易,代码为RBLX。这些股票通过直接上市进行交易,绕过了首次公开募股的传统途径。</blockquote></p><p>Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.</p><p><blockquote>Roblox的参考价定为45美元,而不是正式的IPO价格,并且是基于最近的私募市场交易。</blockquote></p><p>Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.</p><p><blockquote>Roblox不是一家传统的视频游戏公司,由于疫情促使人们在游戏上花费更多时间和金钱,它正在使用非传统流程来吸引投资者。以下是您需要了解的有关该公司及其直接上市计划的信息。</blockquote></p><p>Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.</p><p><blockquote>Roblox在最新更新的招股说明书中表示,去年向开发者支付了3.287亿美元,比2019年增长了近200%。这远远超过了该公司去年82%的销售额增长,当时总收入为9.239亿美元。</blockquote></p><p>More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.</p><p><blockquote>超过1,250名开发人员通过数字货币Robux赚取了至少10,000美元,这些货币可以兑换成现金。超过300人赚了10万美元或更多。</blockquote></p><p>Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.</p><p><blockquote>Roblox告诉潜在股东要接受其巨额派息。该公司在上周的投资者介绍中表示,计划向创作者支付更多费用,以激励更高质量的内容并资助更大的工程师、设计师、艺术家和制片人团队。</blockquote></p><p><b>What is Roblox?</b></p><p><blockquote><b>Roblox是什么?</b></blockquote></p><p>Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.</p><p><blockquote>Roblox是一个免费的在线平台,拥有数千万款由自己的玩家使用公司提供的工具制作的多人游戏。游戏范围从障碍赛挑战和夺旗游戏的迭代到基于粉红猪小妹和刺猬索尼克等受欢迎角色的比赛。公司官员表示,他们有兴趣增加Roblox在虚拟音乐会和会议等方面的使用。</blockquote></p><p><b>Who plays Roblox and how?</b></p><p><blockquote><b>谁玩Roblox,怎么玩?</b></blockquote></p><p>Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.</p><p><blockquote>Roblox可在计算机、控制台和移动设备上访问。该公司表示,去年其每日用户约为3300万,其中一半以上年龄在13岁以下。Roblox中的玩家以可定制头像的形式出现。</blockquote></p><p><b>Roblox’s Covid boom</b></p><p><blockquote><b>Roblox的新冠疫情热潮</b></blockquote></p><p>Roblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.</p><p><blockquote>Roblox是Covid-19关闭的巨大受益者,关闭迫使孩子们离开教室并远离朋友。由于没有学校可上,生日聚会也被取消,孩子们转向了Roblox,在那里他们可以进行虚拟社交,浏览主题公园,参加音乐会和玩动作游戏,同时还可以使用其流行的文本聊天功能保持联系。</blockquote></p><p>Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.</p><p><blockquote>2020年,日活跃用户跃升85%,达到3260万。玩家在该应用上花费的时间增加了一倍多,达到306亿小时。</blockquote></p><p>That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.</p><p><blockquote>这种意想不到的、前所未有的增长给开发者社区带来了一些挑战。该公司不得不应对垃圾邮件发送者和诈骗者的涌入,他们试图利用数百万准备好并愿意花父母的钱购买Robux的孩子中的一些人。</blockquote></p><p>In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.</p><p><blockquote>游戏中的弹出窗口承诺如果用户填写调查就可以免费获得Robux,结果却将他们重定向到其他没有Robux甚至更多垃圾邮件的网站。在某些情况下,Roblox开发者会在不知情的情况下安装游戏开发工作室的恶意插件,感染自己的游戏。</blockquote></p><p>“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.</p><p><blockquote>Roblox在招股说明书中表示:“由于我们平台的受欢迎程度,我们相信我们是此类攻击的有吸引力的目标。”该公司表示,正在投资以确保外部方无法访问用户数据,并尽可能防止网络钓鱼、垃圾邮件和恶意软件。</blockquote></p><p>Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.</p><p><blockquote>Roblox的第二大支出(仅次于开发者费用)是基础设施、隐私和安全。这些成本去年跃升69%,达到2.642亿美元。</blockquote></p><p></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>Roblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRoblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-11 02:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.</p><p><blockquote>Roblox股价周三开盘价为每股65美元,比该公司参考价高出约44%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f1ba476c7f20db1e462a62e6f1df9db8\" tg-width=\"1847\" tg-height=\"904\"></p><p><blockquote></blockquote></p><p>Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.</p><p><blockquote>Roblox Corp.加入了少数人持股公司转向公开市场以支持增长的行列。这家总部位于加利福尼亚州圣马特奥的视频游戏提供商的股票将于3月10日在纽约证券交易所开始交易,代码为RBLX。这些股票通过直接上市进行交易,绕过了首次公开募股的传统途径。</blockquote></p><p>Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.</p><p><blockquote>Roblox的参考价定为45美元,而不是正式的IPO价格,并且是基于最近的私募市场交易。</blockquote></p><p>Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.</p><p><blockquote>Roblox不是一家传统的视频游戏公司,由于疫情促使人们在游戏上花费更多时间和金钱,它正在使用非传统流程来吸引投资者。以下是您需要了解的有关该公司及其直接上市计划的信息。</blockquote></p><p>Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.</p><p><blockquote>Roblox在最新更新的招股说明书中表示,去年向开发者支付了3.287亿美元,比2019年增长了近200%。这远远超过了该公司去年82%的销售额增长,当时总收入为9.239亿美元。</blockquote></p><p>More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.</p><p><blockquote>超过1,250名开发人员通过数字货币Robux赚取了至少10,000美元,这些货币可以兑换成现金。超过300人赚了10万美元或更多。</blockquote></p><p>Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.</p><p><blockquote>Roblox告诉潜在股东要接受其巨额派息。该公司在上周的投资者介绍中表示,计划向创作者支付更多费用,以激励更高质量的内容并资助更大的工程师、设计师、艺术家和制片人团队。</blockquote></p><p><b>What is Roblox?</b></p><p><blockquote><b>Roblox是什么?</b></blockquote></p><p>Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.</p><p><blockquote>Roblox是一个免费的在线平台,拥有数千万款由自己的玩家使用公司提供的工具制作的多人游戏。游戏范围从障碍赛挑战和夺旗游戏的迭代到基于粉红猪小妹和刺猬索尼克等受欢迎角色的比赛。公司官员表示,他们有兴趣增加Roblox在虚拟音乐会和会议等方面的使用。</blockquote></p><p><b>Who plays Roblox and how?</b></p><p><blockquote><b>谁玩Roblox,怎么玩?</b></blockquote></p><p>Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.</p><p><blockquote>Roblox可在计算机、控制台和移动设备上访问。该公司表示,去年其每日用户约为3300万,其中一半以上年龄在13岁以下。Roblox中的玩家以可定制头像的形式出现。</blockquote></p><p><b>Roblox’s Covid boom</b></p><p><blockquote><b>Roblox的新冠疫情热潮</b></blockquote></p><p>Roblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.</p><p><blockquote>Roblox是Covid-19关闭的巨大受益者,关闭迫使孩子们离开教室并远离朋友。由于没有学校可上,生日聚会也被取消,孩子们转向了Roblox,在那里他们可以进行虚拟社交,浏览主题公园,参加音乐会和玩动作游戏,同时还可以使用其流行的文本聊天功能保持联系。</blockquote></p><p>Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.</p><p><blockquote>2020年,日活跃用户跃升85%,达到3260万。玩家在该应用上花费的时间增加了一倍多,达到306亿小时。</blockquote></p><p>That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.</p><p><blockquote>这种意想不到的、前所未有的增长给开发者社区带来了一些挑战。该公司不得不应对垃圾邮件发送者和诈骗者的涌入,他们试图利用数百万准备好并愿意花父母的钱购买Robux的孩子中的一些人。</blockquote></p><p>In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.</p><p><blockquote>游戏中的弹出窗口承诺如果用户填写调查就可以免费获得Robux,结果却将他们重定向到其他没有Robux甚至更多垃圾邮件的网站。在某些情况下,Roblox开发者会在不知情的情况下安装游戏开发工作室的恶意插件,感染自己的游戏。</blockquote></p><p>“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.</p><p><blockquote>Roblox在招股说明书中表示:“由于我们平台的受欢迎程度,我们相信我们是此类攻击的有吸引力的目标。”该公司表示,正在投资以确保外部方无法访问用户数据,并尽可能防止网络钓鱼、垃圾邮件和恶意软件。</blockquote></p><p>Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.</p><p><blockquote>Roblox的第二大支出(仅次于开发者费用)是基础设施、隐私和安全。这些成本去年跃升69%,达到2.642亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158871795","content_text":"Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.What is Roblox?Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.Who plays Roblox and how?Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.Roblox’s Covid boomRoblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321346346,"gmtCreate":1615397558285,"gmtModify":1703488566328,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Time to dump everything. [喷血] ","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> Time to dump everything. [喷血] ","text":"$GameStop(GME)$ Time to dump everything. [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321346346","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329986294,"gmtCreate":1615198400918,"gmtModify":1703485531371,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"EV is the future by right it should be going up, for current situation it ooks like stock crashing to me. ","listText":"EV is the future by right it should be going up, for current situation it ooks like stock crashing to me. ","text":"EV is the future by right it should be going up, for current situation it ooks like stock crashing to me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329986294","repostId":"1101320011","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368592294,"gmtCreate":1614335583718,"gmtModify":1703476527979,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> 过了8pm GMT+8,就会上了","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> 过了8pm GMT+8,就会上了","text":"$GameStop(GME)$ 过了8pm GMT+8,就会上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368592294","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361142865,"gmtCreate":1614216273257,"gmtModify":1634550672450,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"The rich will get richer. The average me will have to trade more and earn more","listText":"The rich will get richer. The average me will have to trade more and earn more","text":"The rich will get richer. The average me will have to trade more and earn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361142865","repostId":"1109259264","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360569646,"gmtCreate":1613957014585,"gmtModify":1631884159995,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Morgan dump share, we buy","listText":"Morgan dump share, we buy","text":"Morgan dump share, we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360569646","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://www.laohu8.com/m/news/1100960455?lang=zh_CN&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</blockquote></p><p></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: Buy The Dip<blockquote>Palantir:逢低买入</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386437025,"gmtCreate":1613234726567,"gmtModify":1634554110034,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":".. Oil","listText":".. Oil","text":".. Oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386437025","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386962358,"gmtCreate":1613127875274,"gmtModify":1634554426369,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573678961723817","idStr":"3573678961723817"},"themes":[],"htmlText":"Wishing everyone a bullish year! ","listText":"Wishing everyone a bullish year! ","text":"Wishing everyone a bullish year!","images":[{"img":"https://static.tigerbbs.com/4640a84b0dd510854ff2772b64ac7a92","width":"485","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386962358","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":839023086,"gmtCreate":1629108783745,"gmtModify":1631884920143,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a> Its about time this stock will shift. In a week. ","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a> Its about time this stock will shift. In a week. ","text":"$Meta Materials Inc.(MMAT)$ Its about time this stock will shift. In a week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839023086","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138232486,"gmtCreate":1621941730545,"gmtModify":1634185319270,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"It's about time, crypto will prove its worthiness. ","listText":"It's about time, crypto will prove its worthiness. ","text":"It's about time, crypto will prove its worthiness.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138232486","repostId":"1103938112","repostType":4,"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321129800,"gmtCreate":1615413632400,"gmtModify":1703488667180,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"这才刚开始,游戏股会慢慢上","listText":"这才刚开始,游戏股会慢慢上","text":"这才刚开始,游戏股会慢慢上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321129800","repostId":"1158871795","repostType":4,"repost":{"id":"1158871795","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615401200,"share":"https://www.laohu8.com/m/news/1158871795?lang=zh_CN&edition=full","pubTime":"2021-03-11 02:33","market":"us","language":"en","title":"Roblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158871795","media":"老虎资讯综合","summary":"Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.Ro","content":"<p>Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.</p><p><blockquote>Roblox股价周三开盘价为每股65美元,比该公司参考价高出约44%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f1ba476c7f20db1e462a62e6f1df9db8\" tg-width=\"1847\" tg-height=\"904\"></p><p><blockquote></blockquote></p><p>Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.</p><p><blockquote>Roblox Corp.加入了少数人持股公司转向公开市场以支持增长的行列。这家总部位于加利福尼亚州圣马特奥的视频游戏提供商的股票将于3月10日在纽约证券交易所开始交易,代码为RBLX。这些股票通过直接上市进行交易,绕过了首次公开募股的传统途径。</blockquote></p><p>Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.</p><p><blockquote>Roblox的参考价定为45美元,而不是正式的IPO价格,并且是基于最近的私募市场交易。</blockquote></p><p>Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.</p><p><blockquote>Roblox不是一家传统的视频游戏公司,由于疫情促使人们在游戏上花费更多时间和金钱,它正在使用非传统流程来吸引投资者。以下是您需要了解的有关该公司及其直接上市计划的信息。</blockquote></p><p>Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.</p><p><blockquote>Roblox在最新更新的招股说明书中表示,去年向开发者支付了3.287亿美元,比2019年增长了近200%。这远远超过了该公司去年82%的销售额增长,当时总收入为9.239亿美元。</blockquote></p><p>More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.</p><p><blockquote>超过1,250名开发人员通过数字货币Robux赚取了至少10,000美元,这些货币可以兑换成现金。超过300人赚了10万美元或更多。</blockquote></p><p>Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.</p><p><blockquote>Roblox告诉潜在股东要接受其巨额派息。该公司在上周的投资者介绍中表示,计划向创作者支付更多费用,以激励更高质量的内容并资助更大的工程师、设计师、艺术家和制片人团队。</blockquote></p><p><b>What is Roblox?</b></p><p><blockquote><b>Roblox是什么?</b></blockquote></p><p>Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.</p><p><blockquote>Roblox是一个免费的在线平台,拥有数千万款由自己的玩家使用公司提供的工具制作的多人游戏。游戏范围从障碍赛挑战和夺旗游戏的迭代到基于粉红猪小妹和刺猬索尼克等受欢迎角色的比赛。公司官员表示,他们有兴趣增加Roblox在虚拟音乐会和会议等方面的使用。</blockquote></p><p><b>Who plays Roblox and how?</b></p><p><blockquote><b>谁玩Roblox,怎么玩?</b></blockquote></p><p>Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.</p><p><blockquote>Roblox可在计算机、控制台和移动设备上访问。该公司表示,去年其每日用户约为3300万,其中一半以上年龄在13岁以下。Roblox中的玩家以可定制头像的形式出现。</blockquote></p><p><b>Roblox’s Covid boom</b></p><p><blockquote><b>Roblox的新冠疫情热潮</b></blockquote></p><p>Roblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.</p><p><blockquote>Roblox是Covid-19关闭的巨大受益者,关闭迫使孩子们离开教室并远离朋友。由于没有学校可上,生日聚会也被取消,孩子们转向了Roblox,在那里他们可以进行虚拟社交,浏览主题公园,参加音乐会和玩动作游戏,同时还可以使用其流行的文本聊天功能保持联系。</blockquote></p><p>Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.</p><p><blockquote>2020年,日活跃用户跃升85%,达到3260万。玩家在该应用上花费的时间增加了一倍多,达到306亿小时。</blockquote></p><p>That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.</p><p><blockquote>这种意想不到的、前所未有的增长给开发者社区带来了一些挑战。该公司不得不应对垃圾邮件发送者和诈骗者的涌入,他们试图利用数百万准备好并愿意花父母的钱购买Robux的孩子中的一些人。</blockquote></p><p>In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.</p><p><blockquote>游戏中的弹出窗口承诺如果用户填写调查就可以免费获得Robux,结果却将他们重定向到其他没有Robux甚至更多垃圾邮件的网站。在某些情况下,Roblox开发者会在不知情的情况下安装游戏开发工作室的恶意插件,感染自己的游戏。</blockquote></p><p>“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.</p><p><blockquote>Roblox在招股说明书中表示:“由于我们平台的受欢迎程度,我们相信我们是此类攻击的有吸引力的目标。”该公司表示,正在投资以确保外部方无法访问用户数据,并尽可能防止网络钓鱼、垃圾邮件和恶意软件。</blockquote></p><p>Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.</p><p><blockquote>Roblox的第二大支出(仅次于开发者费用)是基础设施、隐私和安全。这些成本去年跃升69%,达到2.642亿美元。</blockquote></p><p></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>Roblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRoblox spikes 44% on its first day of trading<blockquote>Roblox首日交易飙升44%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-11 02:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.</p><p><blockquote>Roblox股价周三开盘价为每股65美元,比该公司参考价高出约44%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f1ba476c7f20db1e462a62e6f1df9db8\" tg-width=\"1847\" tg-height=\"904\"></p><p><blockquote></blockquote></p><p>Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.</p><p><blockquote>Roblox Corp.加入了少数人持股公司转向公开市场以支持增长的行列。这家总部位于加利福尼亚州圣马特奥的视频游戏提供商的股票将于3月10日在纽约证券交易所开始交易,代码为RBLX。这些股票通过直接上市进行交易,绕过了首次公开募股的传统途径。</blockquote></p><p>Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.</p><p><blockquote>Roblox的参考价定为45美元,而不是正式的IPO价格,并且是基于最近的私募市场交易。</blockquote></p><p>Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.</p><p><blockquote>Roblox不是一家传统的视频游戏公司,由于疫情促使人们在游戏上花费更多时间和金钱,它正在使用非传统流程来吸引投资者。以下是您需要了解的有关该公司及其直接上市计划的信息。</blockquote></p><p>Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.</p><p><blockquote>Roblox在最新更新的招股说明书中表示,去年向开发者支付了3.287亿美元,比2019年增长了近200%。这远远超过了该公司去年82%的销售额增长,当时总收入为9.239亿美元。</blockquote></p><p>More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.</p><p><blockquote>超过1,250名开发人员通过数字货币Robux赚取了至少10,000美元,这些货币可以兑换成现金。超过300人赚了10万美元或更多。</blockquote></p><p>Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.</p><p><blockquote>Roblox告诉潜在股东要接受其巨额派息。该公司在上周的投资者介绍中表示,计划向创作者支付更多费用,以激励更高质量的内容并资助更大的工程师、设计师、艺术家和制片人团队。</blockquote></p><p><b>What is Roblox?</b></p><p><blockquote><b>Roblox是什么?</b></blockquote></p><p>Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.</p><p><blockquote>Roblox是一个免费的在线平台,拥有数千万款由自己的玩家使用公司提供的工具制作的多人游戏。游戏范围从障碍赛挑战和夺旗游戏的迭代到基于粉红猪小妹和刺猬索尼克等受欢迎角色的比赛。公司官员表示,他们有兴趣增加Roblox在虚拟音乐会和会议等方面的使用。</blockquote></p><p><b>Who plays Roblox and how?</b></p><p><blockquote><b>谁玩Roblox,怎么玩?</b></blockquote></p><p>Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.</p><p><blockquote>Roblox可在计算机、控制台和移动设备上访问。该公司表示,去年其每日用户约为3300万,其中一半以上年龄在13岁以下。Roblox中的玩家以可定制头像的形式出现。</blockquote></p><p><b>Roblox’s Covid boom</b></p><p><blockquote><b>Roblox的新冠疫情热潮</b></blockquote></p><p>Roblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.</p><p><blockquote>Roblox是Covid-19关闭的巨大受益者,关闭迫使孩子们离开教室并远离朋友。由于没有学校可上,生日聚会也被取消,孩子们转向了Roblox,在那里他们可以进行虚拟社交,浏览主题公园,参加音乐会和玩动作游戏,同时还可以使用其流行的文本聊天功能保持联系。</blockquote></p><p>Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.</p><p><blockquote>2020年,日活跃用户跃升85%,达到3260万。玩家在该应用上花费的时间增加了一倍多,达到306亿小时。</blockquote></p><p>That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.</p><p><blockquote>这种意想不到的、前所未有的增长给开发者社区带来了一些挑战。该公司不得不应对垃圾邮件发送者和诈骗者的涌入,他们试图利用数百万准备好并愿意花父母的钱购买Robux的孩子中的一些人。</blockquote></p><p>In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.</p><p><blockquote>游戏中的弹出窗口承诺如果用户填写调查就可以免费获得Robux,结果却将他们重定向到其他没有Robux甚至更多垃圾邮件的网站。在某些情况下,Roblox开发者会在不知情的情况下安装游戏开发工作室的恶意插件,感染自己的游戏。</blockquote></p><p>“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.</p><p><blockquote>Roblox在招股说明书中表示:“由于我们平台的受欢迎程度,我们相信我们是此类攻击的有吸引力的目标。”该公司表示,正在投资以确保外部方无法访问用户数据,并尽可能防止网络钓鱼、垃圾邮件和恶意软件。</blockquote></p><p>Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.</p><p><blockquote>Roblox的第二大支出(仅次于开发者费用)是基础设施、隐私和安全。这些成本去年跃升69%,达到2.642亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158871795","content_text":"Roblox shares opened at $65 each on Wednesday, about 44% higher than the company’sreference price.Roblox Corp. joins the ranks of closely held companies turning to public markets to support growth. The San Mateo, Calif.-based videogame provider’s stock will begin trading March 10 on the New York Stock Exchange under the symbol RBLX. The shares are trading through a direct listing, bypassing the traditional route of an initial public offering.Roblox’s reference price was set at $45, in lieu of a formal IPO price, and is based on recent private-market transactions.Roblox isn’t a traditional videogame company and is using a nontraditional process to potentially reach investors as the pandemic has driven people to spend more time and money on gameplay. Here’s what you need to know about the company and its plans for a direct listing.Roblox said in the latest update to its prospectus that it paid developers $328.7 million last year, up almost 200% from 2019. That far outpaced the company’s sales growth of 82% last year, when it booked $923.9 million in total revenue.More than 1,250 developers earned at least $10,000 in the digital currency Robux, which can be converted to cash. Over 300 earned $100,000 or more.Roblox is telling prospective shareholders to get comfortable with its hefty payouts. In its investor presentationlast week, the company said it plans to shell out even more to creators to incentive higher-quality content and fund bigger teams of engineers, designers, artists and producers.What is Roblox?Roblox is a free online platform that features tens of millions of multiplayer games made by its own players with tools the company provides. The games range from obstacle-course challenges and iterations of capture the flag to contests based on popular characters such as Peppa Pig and Sonic the Hedgehog. Company officials have said they are interested in increasing the use of Roblox for things such as virtual concerts and meetings.Who plays Roblox and how?Roblox is accessible on computers, consoles and mobile devices. The company said it had roughly 33 million daily users last year, of whom more than half are under the age of 13. Players in Roblox appear in the form of customizable avatars.Roblox’s Covid boomRoblox has been a huge beneficiary of the Covid-19 shutdowns, which forced kids out of the classroom and away from their friends. With no school to attend and birthday parties canceled,kids turned to Roblox, where they can socialize virtually, navigating theme parks, attending concerts and playing action games while also staying in touch using its popular text chat feature.Daily active users jumped 85% in 2020 to 32.6 million. The number of hours that players spent on the app more than doubled to 30.6 billion.That unexpected and unprecedented growth has created some challenges around its developer community. The company has had to contend with an influx ofspammers and scammers who are out to take advantage of some of the millions of kids who are ready and willing to spend their parents money on Robux.In-game pop-ups lure users with the promise of free Robux if they fill out a survey, only to reroute them to other sites where there’s no Robux and even more spam. In some cases, Roblox developers unknowingly install a malicious plug-in from the game development studio, infecting their own game.“Because of the popularity of our platform, we believe that we are an attractive target for these sorts of attacks,” Roblox said in its prospectus. The company said it’s investing to make sure outside parties can’t access user data and to prevent phishing, spamming and malware as much as possible.Roblox’s second-biggest expense, behind developer fees, is infrastructure, privacy and safety. Those costs jumped 69% last year to $264.2 million.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361142865,"gmtCreate":1614216273257,"gmtModify":1634550672450,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"The rich will get richer. The average me will have to trade more and earn more","listText":"The rich will get richer. The average me will have to trade more and earn more","text":"The rich will get richer. The average me will have to trade more and earn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361142865","repostId":"1109259264","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324924706,"gmtCreate":1615954841105,"gmtModify":1703495489098,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market. ","listText":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market. ","text":"NIO company looks very promising after the downfall from previous years. It will dominate the EV market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324924706","repostId":"2120726179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328430110,"gmtCreate":1615547730930,"gmtModify":1703490756992,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> Just keep rising, bought alot of this. ","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> Just keep rising, bought alot of this. ","text":"$Coupang, Inc.(CPNG)$ Just keep rising, bought alot of this.","images":[{"img":"https://static.tigerbbs.com/0e20d8b789029c935901138be90746b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328430110","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368592294,"gmtCreate":1614335583718,"gmtModify":1703476527979,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> 过了8pm GMT+8,就会上了","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a> 过了8pm GMT+8,就会上了","text":"$GameStop(GME)$ 过了8pm GMT+8,就会上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368592294","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324925500,"gmtCreate":1615954752100,"gmtModify":1703495487205,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"Its a matter of time Xpeng and NIO will dominate the EV market.","listText":"Its a matter of time Xpeng and NIO will dominate the EV market.","text":"Its a matter of time Xpeng and NIO will dominate the EV market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324925500","repostId":"2120616977","repostType":4,"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360569646,"gmtCreate":1613957014585,"gmtModify":1631884159995,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"Morgan dump share, we buy","listText":"Morgan dump share, we buy","text":"Morgan dump share, we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360569646","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://www.laohu8.com/m/news/1100960455?lang=zh_CN&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</blockquote></p><p></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: Buy The Dip<blockquote>Palantir:逢低买入</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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: Buy The Dip<blockquote>Palantir:逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul> <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li> <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li> <li>Palantir continues to grow its client base across multiple industries.</li> <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir公布了稳健的收入,但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir预计2020年收入将同比增长30%,此前预计2020年收入将增长47%。</li><li>Palantir继续扩大其在多个行业的客户群。</li><li>Palantir的锁定期于2月19日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的Palantir Technologies Inc.(PLTR)。一些投资者预计该公司今天将发布井喷式收益,但未能如愿。该公司确实实现了令人难以置信的收入增长,而且前进的道路看起来也很光明。然而,投资者对该公司表示的光明前景感到失望。正如预期的那样,在禁售期结束之前,该股正在下跌。下周将讲述一个更好的故事,说明这只股票的走向。如果你觉得有风险,就跳上船。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁?</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你和我一样,你可能不知道这家公司是谁,也不知道他们做什么。Palantir Technologies Inc.成立于2003年,总部位于科罗拉多州丹佛市。简而言之,他们为美国情报界构建和部署软件平台,以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序,可以识别隐藏在数据集中深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中有需要的人。Palantir Gotham将公开可用的洪水数据与天气信息和社会脆弱性普查数据相结合,以找到最需要的社区并适当部署资源。最近,他们向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供Palantir Foundry,这是一个通过为组织的数据创建中央操作系统来改变组织运营方式的平台;并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷嘿?</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了公司?</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一部成长剧,简单明了。往下看,我们可以看到未来的预测。缺失的区块是2020年,我们今天发现是11亿美元。同比增长约47%。展望未来,分析师预计年收入增长率将保持在35%以上。通常我们认为20%是强的,所以这看起来真的很好。第四季度,该公司营收为3.221亿美元,增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>(来源:TIKR.com)</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总计0.08美元,而市场普遍预期为0.02美元。受财报消息影响,该股今天下跌超过12%。深入研究后,大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋,以消除共识,但时间会证明这有多真实。根据该公司发布的所有新闻,约翰·罗兹(John Rhodes)的文章对此进行了很好的概述:Palantir:潜在的第四季度收入井喷大多数人预计收入会超出预期,但该股上周的表现却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据变得比以往任何时候都更加与普通人相关。当地新闻有各种各样关于新冠肺炎的数据。2020年,Palantir帮助100家商业组织和10个国家政府应对COVID-19。这对Palantir来说是一个巨大的机会,他们并没有浪费它。这一回应帮助thema赢得了价值3150万美元的为期两年的英国卫生服务工作合同。仅在第四季度,该公司就签署了21笔价值超过500万美元的交易。其中12个价值1000万美元或以上。收入增长将继续是Palantir的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的业务是政府业务。今年,Palantir 56%的收入(即6.1亿美元)来自政府合同。虽然商业方面的同比增长高达107%,但政府收入增长77%并不是什么可笑的事情。更令人印象深刻的一件事是我们在普通客户身上看到的情况。收入同比增长41%。每位客户从560万美元增至790万美元。随着客户继续开发和改进其系统,将越来越多的业务移交给Palantir,这是一个需要关注的重要指标。另一个因素是Palantir吸引了更大的客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>(公司介绍)</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些,我们今天仍然坐在12%?正如我上面提到的,人们对前瞻性预测感到有点震惊。Palantir表示,预计2021年收入增长将超过30%。对于大多数公司来说,这将是一个好消息,但在您刚刚公布了47%的增长年度之后,这有点令人难过。但正如我所说,我认为他们有点沙袋。分析师仍预计2021年将增长约35%。直觉告诉我,随着时间的推移,他们会超越这一目标。该公司确实表示,他们的目标是到2025年实现40亿美元的收入,从现在开始每年增长30%。根据目前的预测,我完全预计这个数字将接近50亿美元。Palantir正在追逐多个行业的“大鱼”。他们的客户中有8家属于财富100强,12家属于全球100强。随着他们产品的不断开发和改进,他们的底线只会越来越好。我认为从长远来看,这里有很大的发展空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有哪些风险?</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期结束,我将在下面谈到这一点。除此之外,我会看看政府的合同。是的,它们是最重要的,但这并不是说它们没有风险。Palantir过去曾表示,他们需要更多地关注商业客户,以帮助盈利并扭亏为盈(这是盈利抛售的部分原因)。正如我们所看到的,他们已经获得了一些大型商业客户,但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还要记住的是,与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道,2018年,200多名员工签署了一封致首席执行官亚历克斯·卡普的信,理由是对与移民和海关执法局合作的担忧。过去,其他多家大型科技公司因潜在侵犯人权而被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说,我确实认为该公司将继续在商业领域表现出色,并随着时间的推移减少整体政府风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“禁售期”?</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期,锁定期将于2月19日(星期五)结束。通常情况下,这是我们会看到走这条路线的IPO出现低点的地方,但情况并非总是如此。</blockquote></p><p> Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended. What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从10月前两周锁定期到期的15只股票来看,大多数股票在到期日前几天开始下跌,三到五天后反弹。然而,一些人当天几乎没有抛售压力,锁定结束后股价立即攀升。这是什么?简而言之,我们不是通过首次公开募股(IPO)来创建公司的新股并由中介机构承销,而是直接上市。这是企业直接向公众出售股票的方式,无需任何中介机构的帮助。不涉及任何承销商或其他中介机构,不存在发行新股。这意味着该业务的最大股东只能在IPO禁售期到期后自由出售其股份。Spotify(SPOT)和Slack(WORK)是直接上市公司的两个例子。也就是说,这两家公司都没有员工锁定期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢?好吧,鉴于MarketWatch表示:</blockquote></p><p> For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options. It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过,对于Palantir来说,多年的风险资本投资已经创造了足够的股票来启动公开交易:大约16.4亿股,尽管在包括归属期权在内的完全稀释公式中,这一数字将增长至21.7亿股。这意味着,目前流通股约为4.97亿股,我们可能会看到约17亿股上市。现在这种可能性不大,但这确实意味着,考虑到IPO通常占已发行股票的10%,而根据上面提供的数字,Palantir发行的股票超过20%,该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里?根据前面引用的研究,我们正走在正轨上。就在禁售期结束之前,该股正在有序抛售。现在我们必须拭目以待,看看反弹的情况如何。还是每个人都卖得很高,然后试图买得更低?这有点观望。让我们来看看技术向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说?</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面,我们可以看到几个非常强大的支撑位。首先,我们今天突破了30美元的一个相当大的水平,而且是以一种很大的方式突破的,这在短期内有点令人担忧,但有可能快速反弹以迅速重新测试30美元大关。如果说这些市场教会了我们什么,那就是它们可以快速行动!在正常情况下,这可能是我的停留点。但是直到今天我才有了头寸,随着我承担更多的风险,游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当像Palantir这样受欢迎的股票像我们今天看到的那样下跌时,会发生两件事之一。要么逢低买入,这只股票将飞回40美元,要么我们看到Palantir跌至23美元左右。因为股票太新了,我们确实没有一个好的支撑指标。看下面,我们可以大致看到我从哪里提取了23美元。这是一个相当大的举措。大约会下降20%。如果突破23美元,它可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>(来源:TC2000.com)</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时,你必须做好平均下跌的准备。这是一种完全不同的方法。横向扩展和横向扩展....同时知道什么时候该放松。如果你想安全起见,留意反弹,然后试着进去。我确实认为该股会出现不错的反弹,回到36-40美元,但问题是什么时候。这对我个人来说不是长期持有的。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如您所看到的,公司的发展方向有很多值得喜欢的地方。估值总是可以争论的,但归根结底,价值就是有人愿意为此付出的任何代价。Palantir是一台收入机器,而且不会放缓。他们在玩“大鱼”,只要他们能继续实现目标,收入就会随之而来。我目前做多,但密切关注本周禁售期结束。如果你打算做多,确保在接下来的几天里扩大规模,并为下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147571922,"gmtCreate":1626368472566,"gmtModify":1631884922582,"author":{"id":"3573678961723817","authorId":"3573678961723817","name":"Phil民","avatar":"https://static.tigerbbs.com/ef1b814eb5968a126f97d75b741ebe9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573678961723817","authorIdStr":"3573678961723817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a> option expiring today. Expect to drop to 3.80 ~ 4","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a> option expiring today. Expect to drop to 3.80 ~ 4","text":"$Meta Materials Inc.(MMAT)$ option expiring today. Expect to drop to 3.80 ~ 4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147571922","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}