TheCSM的个人主页 - 老虎社区

TheCSM

TheCSM

暂无个人介绍

IP属地：未知

49关注

3粉丝

0主题

0勋章

2021-12-30

Not comparing to TSLA? Haha

Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?

2021-12-23

Good news

抱歉，原内容已删除

2021-11-16

When would Elon Musk be done selling his stocs?

抱歉，原内容已删除

2021-11-16

Waiting for price to drop below 800

抱歉，原内容已删除

2021-11-16

Would Tesla drop to below 800?

Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars

2021-09-13

They have been buying back very often?

抱歉，原内容已删除

2021-09-13

Healthy competition is good

抱歉，原内容已删除

2021-09-13

Gg

抱歉，原内容已删除

2021-08-30

...

抱歉，原内容已删除

2021-08-05

Maybe

抱歉，原内容已删除

2021-08-05

What do u plan to buy?

抱歉，原内容已删除

2021-07-15

Will DCA once price drop back to $20!

抱歉，原内容已删除

2021-06-22

Huh

抱歉，原内容已删除

2021-06-22

True...but am holding on to PLTR for long! Who's in?

抱歉，原内容已删除

2021-06-17

Ohman

Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.

2021-06-14

Hodl

Palantir Stock In 5 Years: What To Consider

2021-05-28

Alr at $24!

抱歉，原内容已删除

2021-05-28

Nice

抱歉，原内容已删除

2021-05-27

Support your conclusion

抱歉，原内容已删除

2021-05-25

HODL

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576144409995554","uuid":"3576144409995554","gmtCreate":1613050747606,"gmtModify":1614390081335,"name":"TheCSM","pinyin":"thecsm","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":49,"tweetSize":53,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.19","exceedPercentage":"60.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":692321224,"gmtCreate":1640855107675,"gmtModify":1640855107675,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Not comparing to TSLA? Haha","listText":"Not comparing to TSLA? Haha","text":"Not comparing to TSLA? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692321224","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p></body></html>","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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691227873,"gmtCreate":1640213610716,"gmtModify":1640213610774,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691227873","repostId":"1131862374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871200631,"gmtCreate":1637070930041,"gmtModify":1637070930135,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"When would Elon Musk be done selling his stocs?","listText":"When would Elon Musk be done selling his stocs?","text":"When would Elon Musk be done selling his stocs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871200631","repostId":"2183007300","repostType":2,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871613356,"gmtCreate":1637062630779,"gmtModify":1637062630900,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Waiting for price to drop below 800","listText":"Waiting for price to drop below 800","text":"Waiting for price to drop below 800","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871613356","repostId":"2183008880","repostType":2,"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871901222,"gmtCreate":1637016385950,"gmtModify":1637016385950,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Would Tesla drop to below 800?&nbsp;","listText":"Would Tesla drop to below 800?&nbsp;","text":"Would Tesla drop to below 800?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871901222","repostId":"1105194762","repostType":4,"repost":{"id":"1105194762","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636990511,"share":"https://www.laohu8.com/m/news/1105194762?lang=&edition=full","pubTime":"2021-11-15 23:35","market":"us","language":"en","title":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars","url":"https://stock-news.laohu8.com/highlight/detail?id=1105194762","media":"Tiger Newspress","summary":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars.","content":"<p>Nasdaq Index turned&nbsp;down&nbsp;in morning trading with Tesla's market value fell below 1 trillion dollars.<img src=\"https://static.tigerbbs.com/201cf466934fa60cc63374e64a0db551\" tg-width=\"772\" tg-height=\"563\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c5d7f306762ab2851bfef58a237e2d55\" tg-width=\"772\" tg-height=\"560\" referrerpolicy=\"no-referrer\">According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</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>Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-15 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nasdaq Index turned&nbsp;down&nbsp;in morning trading with Tesla's market value fell below 1 trillion dollars.<img src=\"https://static.tigerbbs.com/201cf466934fa60cc63374e64a0db551\" tg-width=\"772\" tg-height=\"563\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c5d7f306762ab2851bfef58a237e2d55\" tg-width=\"772\" tg-height=\"560\" referrerpolicy=\"no-referrer\">According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105194762","content_text":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars.According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"content":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first.","text":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first.","html":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886011960,"gmtCreate":1631538031250,"gmtModify":1631887422774,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"They have been buying back very often?","listText":"They have been buying back very often?","text":"They have been buying back very often?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886011960","repostId":"2166551373","repostType":2,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886013371,"gmtCreate":1631537908093,"gmtModify":1631887422784,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Healthy competition is good","listText":"Healthy competition is good","text":"Healthy competition is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886013371","repostId":"2167230480","repostType":2,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886019929,"gmtCreate":1631537785761,"gmtModify":1631887422799,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886019929","repostId":"2167586988","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811559869,"gmtCreate":1630333150551,"gmtModify":1704958657732,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811559869","repostId":"2163889073","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890677059,"gmtCreate":1628118070971,"gmtModify":1631887422823,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Maybe","listText":"Maybe","text":"Maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890677059","repostId":"1105936005","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890672364,"gmtCreate":1628117871258,"gmtModify":1631887422836,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"What do u plan to buy?&nbsp;","listText":"What do u plan to buy?&nbsp;","text":"What do u plan to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890672364","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144562638,"gmtCreate":1626306769624,"gmtModify":1631887422848,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Will DCA once price drop back to $20!","listText":"Will DCA once price drop back to $20!","text":"Will DCA once price drop back to $20!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144562638","repostId":"1199719131","repostType":2,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129647812,"gmtCreate":1624372267436,"gmtModify":1631887422857,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Huh","listText":"Huh","text":"Huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129647812","repostId":"2145599620","repostType":4,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129657498,"gmtCreate":1624372053814,"gmtModify":1631887422872,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"True...but am holding on to PLTR for long! Who's in?","listText":"True...but am holding on to PLTR for long! Who's in?","text":"True...but am holding on to PLTR for long! Who's in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129657498","repostId":"1111429380","repostType":2,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163266152,"gmtCreate":1623886554476,"gmtModify":1631887422884,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Ohman","listText":"Ohman","text":"Ohman","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163266152","repostId":"1170150919","repostType":4,"repost":{"id":"1170150919","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623866564,"share":"https://www.laohu8.com/m/news/1170150919?lang=&edition=full","pubTime":"2021-06-17 02:02","market":"other","language":"en","title":"Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170150919","media":"Tiger Newspress","summary":"U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.The Dow Jones Industrial Average fell 320 points. The S&P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.Nine out of 11 S&P 500 sectors traded in the red, led to the downside by communication services and finan","content":"<p>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</p>\n<p>U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.</p>\n<p>The Dow Jones Industrial Average fell 320 points. The S&amp;P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.</p>\n<p>Nine out of 11 S&amp;P 500 sectors traded in the red, led to the downside by communication services and financials.</p>\n<p>Economic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.</p>\n<p>The policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.</p>\n<p>The Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"</p>\n<p>Chairman Jerome Powell will hold a press conference at 2:30 p.m. ET.</p>\n<p>The meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p>\n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p>\n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p>\n<p>Treasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.</p>\n<p>\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"</p>\n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</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>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 02:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</p>\n<p>U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.</p>\n<p>The Dow Jones Industrial Average fell 320 points. The S&amp;P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.</p>\n<p>Nine out of 11 S&amp;P 500 sectors traded in the red, led to the downside by communication services and financials.</p>\n<p>Economic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.</p>\n<p>The policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.</p>\n<p>The Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"</p>\n<p>Chairman Jerome Powell will hold a press conference at 2:30 p.m. ET.</p>\n<p>The meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p>\n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p>\n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p>\n<p>Treasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.</p>\n<p>\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"</p>\n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170150919","content_text":"Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.\nU.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.\nThe Dow Jones Industrial Average fell 320 points. The S&P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.\nNine out of 11 S&P 500 sectors traded in the red, led to the downside by communication services and financials.\nEconomic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.\nThe policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.\nThe Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"\nChairman Jerome Powell will hold a press conference at 2:30 p.m. ET.\nThe meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.\nThe central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.\n\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"\nTreasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.\n\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"\nOn Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184949778,"gmtCreate":1623682080494,"gmtModify":1631891119707,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184949778","repostId":"1135926549","repostType":2,"repost":{"id":"1135926549","kind":"news","pubTimestamp":1623630467,"share":"https://www.laohu8.com/m/news/1135926549?lang=&edition=full","pubTime":"2021-06-14 08:27","market":"us","language":"en","title":"Palantir Stock In 5 Years: What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1135926549","media":"seekingalpha","summary":"Summary\n\nPalantir Technologies, for all the furore surrounding the stock, is simply an enterprise so","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir Technologies, for all the furore surrounding the stock, is simply an enterprise software business, and a good one to boot.</li>\n <li>Financial fundamentals are much better than the company is usually given credit for, and the stock price is, we believe, at an attractive buy point.</li>\n <li>In our view, the key with this name is to ignore all the noise on your stock board of choice.</li>\n <li>Looking five years out, we think this stock can be a huge winner, and we hold the name in staff personal accounts as a result.</li>\n <li>We remain at Buy on Palantir.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb61d2356557cc39d32afc673a3ff65b\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>kanawatvector/iStock via Getty Images</span></p>\n<p><b>Make Like A Palantirian - Focus On The Signal, Not The Noise</b></p>\n<p>If you talk to users of Palantir Technologies(NYSE:PLTR)software, and we have, they will tell you that the main benefit of the company's technology is that it is able to pull together data from multiple sources and make sense of it all both quickly and easily. It does not require armies of business or data analysts sat in the basement to produce reports digestible by the folks in the big offices on the top floor. This means that correctly deployed, the products offer the dream of analytics companies since the days when \"extract, transform, load\" was new and cool - reduced cost of report production and increased actionability of those reports. Thus far we have yet to talk to a user that didn't think the software had changed their business for the better. No doubt there are some dissatisfied users, but we've yet to speak to any.</p>\n<p>Partly of the management team's own making (\"we love retail investors\"), partly due to the \"master of the dark arts\" reputation the company had fostered during its long gestation period as a privately-owned, CIA-backed business, and partly due to the zeitgeist, Palantir is an incredibly well-followed stock and one that seemingly causes angst amongst shareholders and non-shareholders alike. Just go check your favorite stock board and see the screeching. Our choice of poison is the PLTR board on StockTwits, which ishere. We can use this as an example of the strangely high level of interest in this enterprise software stock. It has 168k followers on that board, which compared to others on the platform is half as many as Microsoft and perhaps of more relevance, more than half as many as the current meme favorite, AMC. And the posts are absolutely breathless. Again, this is an enterprise software company, not an altcoin.</p>\n<p>If you own PLTR stock or are thinking of doing so, our exhortation to you would be to take a step back, calm down, and with a cool head look at the numbers and the stock chart. This is our approach, and it has lead to the name being a high-conviction favorite of ours. When the stock has swooned, we're relaxed; if it moves up in the coming days and weeks, we'll be relaxed. Palantir is, we think, a very strong long term hold stock. If we can leave you with one thought after you read our analysis, it would be: focus on the signal, ignore the noise. And that, after all, is what Palantir Technologies customers pay it to help them do. As a shareholder? The stock can pay you for doing the same.</p>\n<p><b>PLTR Stock Price</b></p>\n<p>Let's first take a look at PLTR's stock price and its evolution since the direct listing last year. It has, in short, been rather volatile.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c352517d3fdee0325a7ed80cfe61207\" tg-width=\"640\" tg-height=\"379\"><span>Source: YCharts.com</span></p>\n<p>It's the volatility that leads to some of the stock board screeching. But if you just step back you would say that thus far this has been a terrifically successful direct listing, with the stock up 150% since then, versus mid-20s% total returns from the main indices (we use the SPY and QQQ ETFs above as proxies for the S&amp;P500 and the Nasdaq respectively).</p>\n<p>If you look shorter term, since the February 2021 highs, you can see more cause for concern among short-term holders. This chart runs from 1 February this year, to date.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b6e221de3f33956330342f0010cb029\" tg-width=\"640\" tg-height=\"381\"><span>Source: YCharts.com</span></p>\n<p>Since, inevitably, many people buy near the top of a run, this means there are many holders sat on a loss and hoping for a recovery, and probably many that have sold, absorbing the loss. As always, if you zoom too far in, you can miss the big picture. We believe Palantir stock has a very bright future.</p>\n<p><b>Palantir Valuation</b></p>\n<p>By way of background, here's the numbers on PLTR. The table below is patchy because as a new issue, it takes time for the company's SEC reports to build up a picture of the past. In 3-4 quarters' time we will be able to see a much clearer picture of the quarter-to-quarter history and how the growth flywheel is moving. First, revenue down to EBITDA.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ef965d0aa18087da24ed87c59e9377a\" tg-width=\"505\" tg-height=\"680\"><span>Source: Company SEC filings,YCharts.com, Cestrian Analysis</span></p>\n<p>Now, capex down to net debt and remaining performance obligation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07de8f157aa9059c61db0a5fdcacbcc4\" tg-width=\"496\" tg-height=\"411\"><span>Source: Company SEC filings,YCharts.com, Cestrian Analysis</span></p>\n<p>The first half of 2021 has been characterized by a material selloff in growth names, with value stocks being the principal beneficiary. In recent weeks, the market has become a little kinder to growth names and in our house view, that will persist for the remainder of the year. Palantir's valuation multiples have moved up materially of late, which partly reflects the market's warming towards growth names, and partly the improvement in PLTR's own growth rates that you see above.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eade11b880c661731fab7c27c81d528f\" tg-width=\"640\" tg-height=\"378\"><span>Source: YCharts.com</span></p>\n<p>Folks get all steamed up about valuation multiples - is stock X<i>really</i>worth Y times revenue or Z times cashflow? - but in truth, there is no science to it. In a bull market for growth names, the faster you grow and the more profitably you do it and the more visibility you have into future growth, the more expensive your stock, relative to other such stocks. In valuation, everything is relative, there are no absolutes. Ten years ago, paying 10x TTM revenue for a software company was considered expensive, today, plenty trade at 40x TTM revenue plus. It just is what it is.</p>\n<p>Palantir today trades at the following multiples:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddbc7d4aca650c4e6b406c336671ec9b\" tg-width=\"246\" tg-height=\"299\"><span>Source: Company SEC filings, YCharts.com, Cestrian Analysis</span></p>\n<p>The EBITDA and cashflow multiples are clearly absurd if you think that discounted cashflow is any kind of way to measure stock valuations, but since we think DCF is about as relevant to valuing growth names as is the color of the company's logo, we don't take any notice of that. 35x TTM revenue for a business with long-lived government and corporate contracts, the demonstrated ability to generate both accounting and cash profits, and growing revenue at 49% in Q1 vs the prior year Q1? In the current market context that seems fine to us.</p>\n<p><b>Is Palantir A Long-Term Stock?</b></p>\n<p>So, is Palantir a good long-term stock? We find scant assistance from sell-side analyst targets which seem to range from $17-30 looking twelve months out.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3ef1518eb94d1152c976ad16e462bb\" tg-width=\"640\" tg-height=\"223\"><span>Source: TipRanks</span></p>\n<p>We think the answer lies in doing two kinds of actual analysis (as opposed to just deciding the stock might move up a few dollars or down a few dollars which appears to be the basis of price targets!).</p>\n<p><b>Palantir Stock Forecast In 5 Years</b></p>\n<p><b>Fundamental Analysis</b></p>\n<p>The first kind of analysis we think is helpful here is to consider the fundamentals. Here we take the management team's commentary on likely forward growth rates (they target 30% long-run growth), but jacked them<i>up</i>a little because we think the team is sandbagging somewhat. We then assign rising EBITDA margins, cap them at what used to be about right for a well-run enterprise software and services business - 20% - it's quite possible that PLTR can beat this if they hand over much of the services work to consultant partners over time, but let's say 20% terminal EBITDA margins for now. Then we assign a cautious rate of conversion of EBITDA into unlevered pre-tax free cashflow (= EBITDA - capex - change in working capital) such that around 20% of EBITDA leaks into the ether somehow. (This is just a way to model cash generation conservatively. If 20% leaked somewhere it would show up on the balance sheet in poor receivables or huge prepayments or something else. It's a modeling device, it's not real).</p>\n<p>Back to valuation multiples for a moment.</p>\n<p>Where valuation multiples<i>do</i>matter is in the direction of travel between the time you buy a stock and the time you sell it. If multiples expand, that is the greatest source of free money you ever could hope for. Alchemy has nothing on multiple expansion. And if they compress, you can own a company performing wonderfully on its financial statements yet its stock may just not move up at all, or, worse, go down. From a fundamentals perspective, this is the key question long term investors need to ask of PLTR stock. In our house view the company will continue to perform well. The principal risk to returns comes from whether multiples will expand, compress, or stay level. In our 5-year outlook we assume those multiples will tail off somewhat. That's not based on any Fed-whispering, inflation analysis, velocity of money circulation enquiry or anything like that. It's just a modestly cautious modeling device. Multiples could go up a lot, down a lot, stay flat. Who knows. But you have to come up with some assumptions to forecast a stock on fundamentals, so, these are our working assumptions.</p>\n<p>Put all that stuff together could point to a runup from $24 today to $50 or so in 2024, and on to $60 or so in 2025. Now, compared to playingmeme stockswith the best of them, that's not very exciting. But compared to most periods of investing in stocks, doubling your money in three years isn't so bad.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d4e004057976b6da047f994b01b5a99\" tg-width=\"439\" tg-height=\"288\"><span>Source: Company SEC filings,YCharts.com, Cestrian Analysis</span></p>\n<p>From a fundamentals point of view, we see the key risks as fairly simple. One, can the company get out of its own way, meaning, can it execute an increasing pure software model, farming more and more services out to integrator partners. We really do not want to see the company making its numbers by selling consulting time - that's not scalable and is as a result not worth anything like the kinds of multiples above, which assume a software business model. And two, will those multiples hold up. So, quarter to quarter, in our live coverage of the business, that's what we're looking at. Revenue growth vs. gross margin vs. UFCF margins (that tells you all you need to know about the type of revenue and its valuation potential), and, prevailing market multiples for growth names.</p>\n<p><b>Chart Analysis</b></p>\n<p>Chart analysis is particularly relevant to the near term outlook for PLTR and that is itself relevant to the long term, because very often the prevailing view on this name seems to be something highly analytical like, \"it will never see $40 again lol\". The fact that the stock is a little stuck below $25 despite improving fundamentals and a thawing market for growth names isn't any kind of magic. It's just simple demand and supply. The chart below shows you that in that $25 zip code there have been a<i>whole</i>lot of shares traded in the past. And we know that PLTR is a favorite of retail - that 168k follower number above tells you that. And we know that diamond hands are something of a myth among retail investors. When markets drop hard like growth did in H1 2021, then come back, you very often can find folks very happy just to make their money back, or most of it. Relieved, having bought PLTR at say $25-30, folks start selling, because at one point they were looking at a $17 handle and saying, please don't send me a margin call now, pretty please.</p>\n<p>This chart looks horribly complicated, but like all stock charts, it isn't really, once you free your mind and think about what it is telling you about what market participants are doing.</p>\n<p>If you think stock charts are bunk, they aren't. Prepared correctly they can sometimes tell you a<i>lot</i>about the future direction of a stock. So, even if you think this is just some kind of kindergarten coloring-in contest which has gotten carried away with itself, bear with us.</p>\n<p>We think this chart on PLTR is a beauty. Because we think it tells you that with any kind of market tailwind, once PLTR pushes up to $30 or so, it can fly much further. Much further. And since our fundamental analysis tells us that $50-60/share is possible, that our chart says that $30 is surmountable, is another piece of evidence for us that indicates this can be very good long term investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46156df04fcc804d791f980313140d41\" tg-width=\"640\" tg-height=\"299\"><span>Source: TradingView, Cestrian Analysis</span></p>\n<p>Now, if you are an actual technical analyst you can skip what follows because either (1) you already figured it or more likely (2) you have a different and better take on the chart on account of being an actual technical analyst. We aren't technical analysts. We just like messing about with Crayolas. But this is our take:</p>\n<ul>\n <li>This chart shows the whole period from direct listing to today.</li>\n <li>The wide colored horizontal bands show something called the Fibonacci retracement levels. That's a complicated way of saying, if you look at the runup of the stock from its lows to its highs, at what levels on the way back down is it likely to find support? Due to (i) some poorly-understood interlinking between absolute numbers and mammalian brain structure (no, really) and more importantly (ii) the fact that everybody trades according to Fib levels, you can see PLTR find support on the way back down at firstly the 50% retracement (= lost half the value gained on the runup) briefly during February, then it drops quickly to the 61.8% retracement level in late February and hovers around it till early May, whereupon it really starts digging and nearly hits the 78.6% retracement level. That is one big ol selloff, too much by any measure, which is why you see that big, fast reversal on May 11. And allowing for a little oscillation, the stock has moved up since then.</li>\n <li>The upward-sloping thick black line on the right hand side of the chart shows you a rising support level through May and June. The stock is making higher lows each day, which is bullish.</li>\n <li>Now the interesting part. Those blue and yellow lines protruding from right to left tell you the historic volumes of stock traded at any given price. The thick black horizontal line is the \"point of control\" ie. the center of gravity of all those sales. And, lo and behold, between that rising support line and the point of control line, you can see the stock moving up and wanting to punch up through that point of control line. Which is, as you can see, a line of resistance or support stretching back to November 2020. This is why we<i>love</i>stock charts, because of the magic they sometimes reveal.</li>\n <li>Palantir stock is in a firefight between bulls and bears right now. Every time it moves up some, you have a whole lot of people saying, phew and double phew I got my money back or most of it, and selling. And that rush to liquidate is holding up the stock's move upwards. But sooner or later, in our view, the supply of shares for sale will dry up. Because, one, the market is warming to growth names and, two, PLTR is doing well on its fundamentals and is likely to see some improved sentiment around the market. So if the stock can push up to where you see relatively few stocks traded, relatively few disappointed owners - the $30 zone and beyond - then we think the relentless supply of \"for sale\" shares is likely to dry up. And<i>that</i>means the stock can move up much more easily from say $30-40 than it can from $20-30.</li>\n</ul>\n<p>So, our view here is simple. Company fundamentals strong and improving. Market backdrop, warming towards growth names. Stock chart saying, just a little bit further now, just a little more supply of shares-for-sale from \"weak hands\" as the meme fraternity likes to say, and then this stock can really move up.</p>\n<p><b>Is Palantir Stock A Buy, Sell Or Hold Now?</b></p>\n<p>If you bought the stock at $40-something and your best-friend-turned-nemesis broker is calling asking for their margin back, well, you may not have a choice. But if you do have a choice in the matter, and you have a time horizon longer than the weekend (which, diamond hands notwithstanding, seems to be the extent of the meme community's outlook), we think PLTR stock is a resounding Buy. Fundamentals good, chart good, market improving, whole bunch of retail investors likely to suddenly warm up to the stock once it does start making a move, whole bunch of institutions likely to be buying in during this consolidation period. Buy.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock In 5 Years: What To Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock In 5 Years: What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434399-palantir-stock-5-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir Technologies, for all the furore surrounding the stock, is simply an enterprise software business, and a good one to boot.\nFinancial fundamentals are much better than the company is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434399-palantir-stock-5-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4434399-palantir-stock-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135926549","content_text":"Summary\n\nPalantir Technologies, for all the furore surrounding the stock, is simply an enterprise software business, and a good one to boot.\nFinancial fundamentals are much better than the company is usually given credit for, and the stock price is, we believe, at an attractive buy point.\nIn our view, the key with this name is to ignore all the noise on your stock board of choice.\nLooking five years out, we think this stock can be a huge winner, and we hold the name in staff personal accounts as a result.\nWe remain at Buy on Palantir.\n\nkanawatvector/iStock via Getty Images\nMake Like A Palantirian - Focus On The Signal, Not The Noise\nIf you talk to users of Palantir Technologies(NYSE:PLTR)software, and we have, they will tell you that the main benefit of the company's technology is that it is able to pull together data from multiple sources and make sense of it all both quickly and easily. It does not require armies of business or data analysts sat in the basement to produce reports digestible by the folks in the big offices on the top floor. This means that correctly deployed, the products offer the dream of analytics companies since the days when \"extract, transform, load\" was new and cool - reduced cost of report production and increased actionability of those reports. Thus far we have yet to talk to a user that didn't think the software had changed their business for the better. No doubt there are some dissatisfied users, but we've yet to speak to any.\nPartly of the management team's own making (\"we love retail investors\"), partly due to the \"master of the dark arts\" reputation the company had fostered during its long gestation period as a privately-owned, CIA-backed business, and partly due to the zeitgeist, Palantir is an incredibly well-followed stock and one that seemingly causes angst amongst shareholders and non-shareholders alike. Just go check your favorite stock board and see the screeching. Our choice of poison is the PLTR board on StockTwits, which ishere. We can use this as an example of the strangely high level of interest in this enterprise software stock. It has 168k followers on that board, which compared to others on the platform is half as many as Microsoft and perhaps of more relevance, more than half as many as the current meme favorite, AMC. And the posts are absolutely breathless. Again, this is an enterprise software company, not an altcoin.\nIf you own PLTR stock or are thinking of doing so, our exhortation to you would be to take a step back, calm down, and with a cool head look at the numbers and the stock chart. This is our approach, and it has lead to the name being a high-conviction favorite of ours. When the stock has swooned, we're relaxed; if it moves up in the coming days and weeks, we'll be relaxed. Palantir is, we think, a very strong long term hold stock. If we can leave you with one thought after you read our analysis, it would be: focus on the signal, ignore the noise. And that, after all, is what Palantir Technologies customers pay it to help them do. As a shareholder? The stock can pay you for doing the same.\nPLTR Stock Price\nLet's first take a look at PLTR's stock price and its evolution since the direct listing last year. It has, in short, been rather volatile.\nSource: YCharts.com\nIt's the volatility that leads to some of the stock board screeching. But if you just step back you would say that thus far this has been a terrifically successful direct listing, with the stock up 150% since then, versus mid-20s% total returns from the main indices (we use the SPY and QQQ ETFs above as proxies for the S&P500 and the Nasdaq respectively).\nIf you look shorter term, since the February 2021 highs, you can see more cause for concern among short-term holders. This chart runs from 1 February this year, to date.\nSource: YCharts.com\nSince, inevitably, many people buy near the top of a run, this means there are many holders sat on a loss and hoping for a recovery, and probably many that have sold, absorbing the loss. As always, if you zoom too far in, you can miss the big picture. We believe Palantir stock has a very bright future.\nPalantir Valuation\nBy way of background, here's the numbers on PLTR. The table below is patchy because as a new issue, it takes time for the company's SEC reports to build up a picture of the past. In 3-4 quarters' time we will be able to see a much clearer picture of the quarter-to-quarter history and how the growth flywheel is moving. First, revenue down to EBITDA.\nSource: Company SEC filings,YCharts.com, Cestrian Analysis\nNow, capex down to net debt and remaining performance obligation.\nSource: Company SEC filings,YCharts.com, Cestrian Analysis\nThe first half of 2021 has been characterized by a material selloff in growth names, with value stocks being the principal beneficiary. In recent weeks, the market has become a little kinder to growth names and in our house view, that will persist for the remainder of the year. Palantir's valuation multiples have moved up materially of late, which partly reflects the market's warming towards growth names, and partly the improvement in PLTR's own growth rates that you see above.\nSource: YCharts.com\nFolks get all steamed up about valuation multiples - is stock Xreallyworth Y times revenue or Z times cashflow? - but in truth, there is no science to it. In a bull market for growth names, the faster you grow and the more profitably you do it and the more visibility you have into future growth, the more expensive your stock, relative to other such stocks. In valuation, everything is relative, there are no absolutes. Ten years ago, paying 10x TTM revenue for a software company was considered expensive, today, plenty trade at 40x TTM revenue plus. It just is what it is.\nPalantir today trades at the following multiples:\nSource: Company SEC filings, YCharts.com, Cestrian Analysis\nThe EBITDA and cashflow multiples are clearly absurd if you think that discounted cashflow is any kind of way to measure stock valuations, but since we think DCF is about as relevant to valuing growth names as is the color of the company's logo, we don't take any notice of that. 35x TTM revenue for a business with long-lived government and corporate contracts, the demonstrated ability to generate both accounting and cash profits, and growing revenue at 49% in Q1 vs the prior year Q1? In the current market context that seems fine to us.\nIs Palantir A Long-Term Stock?\nSo, is Palantir a good long-term stock? We find scant assistance from sell-side analyst targets which seem to range from $17-30 looking twelve months out.\nSource: TipRanks\nWe think the answer lies in doing two kinds of actual analysis (as opposed to just deciding the stock might move up a few dollars or down a few dollars which appears to be the basis of price targets!).\nPalantir Stock Forecast In 5 Years\nFundamental Analysis\nThe first kind of analysis we think is helpful here is to consider the fundamentals. Here we take the management team's commentary on likely forward growth rates (they target 30% long-run growth), but jacked themupa little because we think the team is sandbagging somewhat. We then assign rising EBITDA margins, cap them at what used to be about right for a well-run enterprise software and services business - 20% - it's quite possible that PLTR can beat this if they hand over much of the services work to consultant partners over time, but let's say 20% terminal EBITDA margins for now. Then we assign a cautious rate of conversion of EBITDA into unlevered pre-tax free cashflow (= EBITDA - capex - change in working capital) such that around 20% of EBITDA leaks into the ether somehow. (This is just a way to model cash generation conservatively. If 20% leaked somewhere it would show up on the balance sheet in poor receivables or huge prepayments or something else. It's a modeling device, it's not real).\nBack to valuation multiples for a moment.\nWhere valuation multiplesdomatter is in the direction of travel between the time you buy a stock and the time you sell it. If multiples expand, that is the greatest source of free money you ever could hope for. Alchemy has nothing on multiple expansion. And if they compress, you can own a company performing wonderfully on its financial statements yet its stock may just not move up at all, or, worse, go down. From a fundamentals perspective, this is the key question long term investors need to ask of PLTR stock. In our house view the company will continue to perform well. The principal risk to returns comes from whether multiples will expand, compress, or stay level. In our 5-year outlook we assume those multiples will tail off somewhat. That's not based on any Fed-whispering, inflation analysis, velocity of money circulation enquiry or anything like that. It's just a modestly cautious modeling device. Multiples could go up a lot, down a lot, stay flat. Who knows. But you have to come up with some assumptions to forecast a stock on fundamentals, so, these are our working assumptions.\nPut all that stuff together could point to a runup from $24 today to $50 or so in 2024, and on to $60 or so in 2025. Now, compared to playingmeme stockswith the best of them, that's not very exciting. But compared to most periods of investing in stocks, doubling your money in three years isn't so bad.\nSource: Company SEC filings,YCharts.com, Cestrian Analysis\nFrom a fundamentals point of view, we see the key risks as fairly simple. One, can the company get out of its own way, meaning, can it execute an increasing pure software model, farming more and more services out to integrator partners. We really do not want to see the company making its numbers by selling consulting time - that's not scalable and is as a result not worth anything like the kinds of multiples above, which assume a software business model. And two, will those multiples hold up. So, quarter to quarter, in our live coverage of the business, that's what we're looking at. Revenue growth vs. gross margin vs. UFCF margins (that tells you all you need to know about the type of revenue and its valuation potential), and, prevailing market multiples for growth names.\nChart Analysis\nChart analysis is particularly relevant to the near term outlook for PLTR and that is itself relevant to the long term, because very often the prevailing view on this name seems to be something highly analytical like, \"it will never see $40 again lol\". The fact that the stock is a little stuck below $25 despite improving fundamentals and a thawing market for growth names isn't any kind of magic. It's just simple demand and supply. The chart below shows you that in that $25 zip code there have been awholelot of shares traded in the past. And we know that PLTR is a favorite of retail - that 168k follower number above tells you that. And we know that diamond hands are something of a myth among retail investors. When markets drop hard like growth did in H1 2021, then come back, you very often can find folks very happy just to make their money back, or most of it. Relieved, having bought PLTR at say $25-30, folks start selling, because at one point they were looking at a $17 handle and saying, please don't send me a margin call now, pretty please.\nThis chart looks horribly complicated, but like all stock charts, it isn't really, once you free your mind and think about what it is telling you about what market participants are doing.\nIf you think stock charts are bunk, they aren't. Prepared correctly they can sometimes tell you alotabout the future direction of a stock. So, even if you think this is just some kind of kindergarten coloring-in contest which has gotten carried away with itself, bear with us.\nWe think this chart on PLTR is a beauty. Because we think it tells you that with any kind of market tailwind, once PLTR pushes up to $30 or so, it can fly much further. Much further. And since our fundamental analysis tells us that $50-60/share is possible, that our chart says that $30 is surmountable, is another piece of evidence for us that indicates this can be very good long term investment.\nSource: TradingView, Cestrian Analysis\nNow, if you are an actual technical analyst you can skip what follows because either (1) you already figured it or more likely (2) you have a different and better take on the chart on account of being an actual technical analyst. We aren't technical analysts. We just like messing about with Crayolas. But this is our take:\n\nThis chart shows the whole period from direct listing to today.\nThe wide colored horizontal bands show something called the Fibonacci retracement levels. That's a complicated way of saying, if you look at the runup of the stock from its lows to its highs, at what levels on the way back down is it likely to find support? Due to (i) some poorly-understood interlinking between absolute numbers and mammalian brain structure (no, really) and more importantly (ii) the fact that everybody trades according to Fib levels, you can see PLTR find support on the way back down at firstly the 50% retracement (= lost half the value gained on the runup) briefly during February, then it drops quickly to the 61.8% retracement level in late February and hovers around it till early May, whereupon it really starts digging and nearly hits the 78.6% retracement level. That is one big ol selloff, too much by any measure, which is why you see that big, fast reversal on May 11. And allowing for a little oscillation, the stock has moved up since then.\nThe upward-sloping thick black line on the right hand side of the chart shows you a rising support level through May and June. The stock is making higher lows each day, which is bullish.\nNow the interesting part. Those blue and yellow lines protruding from right to left tell you the historic volumes of stock traded at any given price. The thick black horizontal line is the \"point of control\" ie. the center of gravity of all those sales. And, lo and behold, between that rising support line and the point of control line, you can see the stock moving up and wanting to punch up through that point of control line. Which is, as you can see, a line of resistance or support stretching back to November 2020. This is why welovestock charts, because of the magic they sometimes reveal.\nPalantir stock is in a firefight between bulls and bears right now. Every time it moves up some, you have a whole lot of people saying, phew and double phew I got my money back or most of it, and selling. And that rush to liquidate is holding up the stock's move upwards. But sooner or later, in our view, the supply of shares for sale will dry up. Because, one, the market is warming to growth names and, two, PLTR is doing well on its fundamentals and is likely to see some improved sentiment around the market. So if the stock can push up to where you see relatively few stocks traded, relatively few disappointed owners - the $30 zone and beyond - then we think the relentless supply of \"for sale\" shares is likely to dry up. Andthatmeans the stock can move up much more easily from say $30-40 than it can from $20-30.\n\nSo, our view here is simple. Company fundamentals strong and improving. Market backdrop, warming towards growth names. Stock chart saying, just a little bit further now, just a little more supply of shares-for-sale from \"weak hands\" as the meme fraternity likes to say, and then this stock can really move up.\nIs Palantir Stock A Buy, Sell Or Hold Now?\nIf you bought the stock at $40-something and your best-friend-turned-nemesis broker is calling asking for their margin back, well, you may not have a choice. But if you do have a choice in the matter, and you have a time horizon longer than the weekend (which, diamond hands notwithstanding, seems to be the extent of the meme community's outlook), we think PLTR stock is a resounding Buy. Fundamentals good, chart good, market improving, whole bunch of retail investors likely to suddenly warm up to the stock once it does start making a move, whole bunch of institutions likely to be buying in during this consolidation period. Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134125137,"gmtCreate":1622212046029,"gmtModify":1631891119719,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Alr at $24!","listText":"Alr at $24!","text":"Alr at $24!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134125137","repostId":"1157072297","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135454281,"gmtCreate":1622178950343,"gmtModify":1631891119731,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135454281","repostId":"1148985369","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135937003,"gmtCreate":1622125584602,"gmtModify":1631891119745,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Support your conclusion","listText":"Support your conclusion","text":"Support your conclusion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135937003","repostId":"2138120575","repostType":4,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138018129,"gmtCreate":1621900908561,"gmtModify":1631891119756,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138018129","repostId":"1163999126","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":871901222,"gmtCreate":1637016385950,"gmtModify":1637016385950,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Would Tesla drop to below 800?&nbsp;","listText":"Would Tesla drop to below 800?&nbsp;","text":"Would Tesla drop to below 800?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871901222","repostId":"1105194762","repostType":4,"repost":{"id":"1105194762","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636990511,"share":"https://www.laohu8.com/m/news/1105194762?lang=&edition=full","pubTime":"2021-11-15 23:35","market":"us","language":"en","title":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars","url":"https://stock-news.laohu8.com/highlight/detail?id=1105194762","media":"Tiger Newspress","summary":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars.","content":"<p>Nasdaq Index turned&nbsp;down&nbsp;in morning trading with Tesla's market value fell below 1 trillion dollars.<img src=\"https://static.tigerbbs.com/201cf466934fa60cc63374e64a0db551\" tg-width=\"772\" tg-height=\"563\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c5d7f306762ab2851bfef58a237e2d55\" tg-width=\"772\" tg-height=\"560\" referrerpolicy=\"no-referrer\">According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</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>Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-15 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nasdaq Index turned&nbsp;down&nbsp;in morning trading with Tesla's market value fell below 1 trillion dollars.<img src=\"https://static.tigerbbs.com/201cf466934fa60cc63374e64a0db551\" tg-width=\"772\" tg-height=\"563\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c5d7f306762ab2851bfef58a237e2d55\" tg-width=\"772\" tg-height=\"560\" referrerpolicy=\"no-referrer\">According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105194762","content_text":"Nasdaq Index turned down in morning trading with Tesla's market value fell below 1 trillion dollars.According to the documents disclosed by the SEC, Musk sold 1.2 million Tesla Motors shares on the 12th. So far, Musk has sold about 6.34 million Tesla Motors shares since November 8. Musk promised to sell 10% of Tesla Motors shares, that is, 17.05 million shares, so Musk has sold only 37.1% of his promise, and needs to sell at least 10.7 million shares of Tesla Motors shares. In addition, Musk hinted that he would sell more Tesla Motors shares; Michael Burry, a \"big bear\", tweeted that Musk only wanted to cash out at a high position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"content":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first.","text":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first.","html":"can't say impossible. my uneducated estimate 2 resistance points at around 1000 and 900 first."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105544608,"gmtCreate":1620313135804,"gmtModify":1631892936730,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Then why is PLTR dropping","listText":"Then why is PLTR dropping","text":"Then why is PLTR dropping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/105544608","repostId":"1176324368","repostType":2,"repost":{"id":"1176324368","kind":"news","pubTimestamp":1620270393,"share":"https://www.laohu8.com/m/news/1176324368?lang=&edition=full","pubTime":"2021-05-06 11:06","market":"us","language":"en","title":"Cathie Wood continues to add shares of Skillz and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1176324368","media":"seeking alpha","summary":"Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies ","content":"<ul><li>Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies Inc.(NYSE:PLTR)to their actively&nbsp;managed exchange-traded funds. Yesterday, ARK Invest purchased over 3M shares of SKLZ and over 1.5M shares of PLTR.</li><li>Cathie Wood has added 2.7M shares of SKLZ to ARK Innovation ETF(NYSEARCA:ARKK)and 354K shares to ARK Next Generation Internet ETF(NYSEARCA:ARKW). SKLZ&nbsp;missed EPS by $0.02 and beat on revenue&nbsp;yesterday.</li><li>Examining PLTR, Wood added all shares right to ARKK, which now represents 1.48% of ARKK's holdings.</li><li>PLTR is also&nbsp;+116.00%&nbsp;since its launch back in September of 2020, but is now down nearly&nbsp;-52.00%&nbsp;since its all-time high back in January of this year.</li><li>Yesterday's Nasdaq sell&nbsp;off hit some growth ETFs, but Nasdaq futures are up so far&nbsp;+0.67%&nbsp;in pre-market trading.</li><li>ARKK is&nbsp;+1.54%&nbsp;in pre-market trading and closed yesterday at&nbsp;-3.10%.</li><li>ARKW is&nbsp;+1.69%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.71%.</li><li>SKLZ is&nbsp;+2.66%&nbsp;in pre-market trading and closed yesterday at&nbsp;-1.83%.</li><li>PLTR is&nbsp;+1.02%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.96%.</li><li>Cathie Wood's continued purchase of COIN shares now places ARK Invest with over $750M in total value in COIN versus all other ETFs combined, which essentially have $100M in total value.</li></ul>","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>Cathie Wood continues to add shares of Skillz and Palantir </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood continues to add shares of Skillz and Palantir \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cms.laohu8.com/web/news/detail-add><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies Inc.(NYSE:PLTR)to their actively managed exchange-traded funds. Yesterday, ARK Invest purchased over...</p>\n\n<a href=\"https://cms.laohu8.com/web/news/detail-add\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","SKLZ":"Skillz Inc","PLTR":"Palantir Technologies Inc."},"source_url":"https://cms.laohu8.com/web/news/detail-add","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176324368","content_text":"Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies Inc.(NYSE:PLTR)to their actively managed exchange-traded funds. Yesterday, ARK Invest purchased over 3M shares of SKLZ and over 1.5M shares of PLTR.Cathie Wood has added 2.7M shares of SKLZ to ARK Innovation ETF(NYSEARCA:ARKK)and 354K shares to ARK Next Generation Internet ETF(NYSEARCA:ARKW). SKLZ missed EPS by $0.02 and beat on revenue yesterday.Examining PLTR, Wood added all shares right to ARKK, which now represents 1.48% of ARKK's holdings.PLTR is also +116.00% since its launch back in September of 2020, but is now down nearly -52.00% since its all-time high back in January of this year.Yesterday's Nasdaq sell off hit some growth ETFs, but Nasdaq futures are up so far +0.67% in pre-market trading.ARKK is +1.54% in pre-market trading and closed yesterday at -3.10%.ARKW is +1.69% in pre-market trading and closed yesterday at -2.71%.SKLZ is +2.66% in pre-market trading and closed yesterday at -1.83%.PLTR is +1.02% in pre-market trading and closed yesterday at -2.96%.Cathie Wood's continued purchase of COIN shares now places ARK Invest with over $750M in total value in COIN versus all other ETFs combined, which essentially have $100M in total value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358157038,"gmtCreate":1616675743424,"gmtModify":1634524621410,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Inflation would happen","listText":"Inflation would happen","text":"Inflation would happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358157038","repostId":"2122114714","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355655465,"gmtCreate":1617069783157,"gmtModify":1634522826003,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Looking to enter if price drops below 600...likely or not?","listText":"Looking to enter if price drops below 600...likely or not?","text":"Looking to enter if price drops below 600...likely or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355655465","repostId":"1194072524","repostType":4,"repost":{"id":"1194072524","kind":"news","pubTimestamp":1617069490,"share":"https://www.laohu8.com/m/news/1194072524?lang=&edition=full","pubTime":"2021-03-30 09:58","market":"us","language":"en","title":"Tesla Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank","url":"https://stock-news.laohu8.com/highlight/detail?id=1194072524","media":"BARRON","summary":"Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.Jefferies analystPhilippe Houchoiscut his Tesla  stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead,","content":"<p>Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.</p><p>Jefferies analystPhilippe Houchoiscut his Tesla (ticker: TSLA) stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead, according to Houchois. That’s the good news. But Tesla is “no longer unique as an EV play with preferred access to capital.” The path forward is a little harder than before.</p><p>Houchois wasBuy-ratedon Tesla stock up untilDecember, when he downgraded it to Hold with a $650 target price; shares were trading at roughly $550 at the time. It rose to $775 before getting cut Monday.</p><p>Tesla stock is down 2.1% in midday trading. TheS&amp;P 500andDow Jones Industrial Averageare both down about 0.2%.</p><p>In addition to the Tesla price cut, Houchois feels better about the legacy auto makers. He took his price target up on every single one he covers, includingFord Motor(F) andGeneral Motors(GM). His target price for Ford stock goes to $16 from $14. His target for GM stock goes to $62 from $50. Houchois rates GM stock Hold and Ford stock Buy.</p><p>He recognizes some near term challenges such as the global automotive-chip shortage, but also sees lower investment and working capital for the industry in the future. “We also keep in mind the EV transition is a marathon, still without obvious winners and, in our view no winner-take-all.” He sees space for legacy auto makers in an all electric future.</p><p>The target-price bumps, however, aren’t helping either legacy auto-maker stock though. Both Ford and GM shares are down about 1% in Monday trading.</p><p>Ford and GM stocks are still up more than 30% year to date. Tesla stock is down on the year and Monday’s loss for adds to recent investor pain. Shares are down almost 33% from its 52-week high. It’s tough to pin the drop on one issue. Several factors appears to be roiling the EV space right now.</p><p>Friday, there was anannouncementbyNIO(NIO) that first-quarter sales and production would fall short of management’s original guidance, sending its U.S. listed ADRs down 4.8%. NIO cited the global automotive semiconductor shortage. The chip shortage has impacted everyone. GM and Ford have both called the issue abillion-dollar headwindto 2021 profits.</p><p>Rising interest rates have been a problem, too.Higher ratesimpact high-growth companies two main ways. They make it more expensive to finance growth. Second, high-growth companies generate most of their free cash flow far in the future. That future cash, and potential dividends, are worth less, relatively speaking, when investors can earn higher yields on their capital today.</p><p>Tesla is a high-growth stock. Analysts expect sales to grow about 55% year over year in 2021.</p><p>The next catalyst for Tesla stock might be first-quarter deliveries. There is no fixed date for a delivery update, but typically it comes out in the first few days of a new quarter. Delivery estimates have been coming down, from about 180,000 to 165,000 vehicles, because of the microchip shortage issue impacting the entire sector.</p>","source":"lsy1610680873436","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>Tesla Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-target-cut-by-analyst-because-old-auto-makers-have-more-in-the-tank-51617034466?siteid=yhoof2><strong>BARRON</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-target-cut-by-analyst-because-old-auto-makers-have-more-in-the-tank-51617034466?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76b3cc53dd60ecb6eab407da188d689","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-target-cut-by-analyst-because-old-auto-makers-have-more-in-the-tank-51617034466?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194072524","content_text":"Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.Jefferies analystPhilippe Houchoiscut his Tesla (ticker: TSLA) stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead, according to Houchois. That’s the good news. But Tesla is “no longer unique as an EV play with preferred access to capital.” The path forward is a little harder than before.Houchois wasBuy-ratedon Tesla stock up untilDecember, when he downgraded it to Hold with a $650 target price; shares were trading at roughly $550 at the time. It rose to $775 before getting cut Monday.Tesla stock is down 2.1% in midday trading. TheS&P 500andDow Jones Industrial Averageare both down about 0.2%.In addition to the Tesla price cut, Houchois feels better about the legacy auto makers. He took his price target up on every single one he covers, includingFord Motor(F) andGeneral Motors(GM). His target price for Ford stock goes to $16 from $14. His target for GM stock goes to $62 from $50. Houchois rates GM stock Hold and Ford stock Buy.He recognizes some near term challenges such as the global automotive-chip shortage, but also sees lower investment and working capital for the industry in the future. “We also keep in mind the EV transition is a marathon, still without obvious winners and, in our view no winner-take-all.” He sees space for legacy auto makers in an all electric future.The target-price bumps, however, aren’t helping either legacy auto-maker stock though. Both Ford and GM shares are down about 1% in Monday trading.Ford and GM stocks are still up more than 30% year to date. Tesla stock is down on the year and Monday’s loss for adds to recent investor pain. Shares are down almost 33% from its 52-week high. It’s tough to pin the drop on one issue. Several factors appears to be roiling the EV space right now.Friday, there was anannouncementbyNIO(NIO) that first-quarter sales and production would fall short of management’s original guidance, sending its U.S. listed ADRs down 4.8%. NIO cited the global automotive semiconductor shortage. The chip shortage has impacted everyone. GM and Ford have both called the issue abillion-dollar headwindto 2021 profits.Rising interest rates have been a problem, too.Higher ratesimpact high-growth companies two main ways. They make it more expensive to finance growth. Second, high-growth companies generate most of their free cash flow far in the future. That future cash, and potential dividends, are worth less, relatively speaking, when investors can earn higher yields on their capital today.Tesla is a high-growth stock. Analysts expect sales to grow about 55% year over year in 2021.The next catalyst for Tesla stock might be first-quarter deliveries. There is no fixed date for a delivery update, but typically it comes out in the first few days of a new quarter. Delivery estimates have been coming down, from about 180,000 to 165,000 vehicles, because of the microchip shortage issue impacting the entire sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691227873,"gmtCreate":1640213610716,"gmtModify":1640213610774,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691227873","repostId":"1131862374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135454281,"gmtCreate":1622178950343,"gmtModify":1631891119731,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135454281","repostId":"1148985369","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109920418,"gmtCreate":1619659894934,"gmtModify":1631892936745,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"100 days over...","listText":"100 days over...","text":"100 days over...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109920418","repostId":"1194822015","repostType":4,"repost":{"id":"1194822015","kind":"news","pubTimestamp":1619659476,"share":"https://www.laohu8.com/m/news/1194822015?lang=&edition=full","pubTime":"2021-04-29 09:24","market":"us","language":"en","title":"Biden’s first 100 days poised as best such stretch for S&P 500, Dow since FDR","url":"https://stock-news.laohu8.com/highlight/detail?id=1194822015","media":"MarketWatch","summary":"Stocks surge as Biden puts pedal to the metal on pandemic aid\nPresident Joe Biden speaks about updat","content":"<p>Stocks surge as Biden puts pedal to the metal on pandemic aid</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45263f7297190d27c3f6b6588a4cbc89\" tg-width=\"1260\" tg-height=\"840\"><span>President Joe Biden speaks about updated CDC guidance on masks for the fully vaccinated. AFP/Getty Images</span></p>\n<p>The S&amp;P 500 index and Dow Jones Industrial Average have been roaring higher as President Joe Biden nears his first 100 days in office, outmatched in the same stretch only in 1933, when Franklin D. Roosevelt held office.</p>\n<p>The S&amp;P 500 was up 10.12% as of Wednesday’s close in the 99 days since Biden took office on Jan. 20, while the blue-chip Dow was up 9.34% over the same stretch, according to Dow Jones Market Data.</p>\n<p>The gains are on pace to mark the second-largest on record under any U.S. president at the 100-day mark, behind only the S&amp;P 500’s 79.62% surge and the Dow’s 75.4% gain during the same stretch of Roosevelt’s first of&nbsp;four historic terms, which were underscored by an expansion of the nation’s social safety-net, environmental protections and its military supremacy.</p>\n<p>This chart shows S&amp;P 500 gains, and losses, in the first 100 days of each American presidential term since 1929:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/981241d0a2a0bd9616a4b66177860ffe\" tg-width=\"1259\" tg-height=\"1293\"><span>Stocks climbed the most at the start of Roosevelt's, Biden's and Kennedy's terms. Dow Jones Market Data</span></p>\n<p>Overall, stocks tend to perform better during the first few months of each new term when a Democratic president sits the Oval Office, rather than a Republican.</p>\n<p>While the S&amp;P 500 rose 3.22% on average in the first 100 days of each presidential term, regardless of party, it shot up an average 6.87% after Democrats took the White House and fell 1.34% under Republicans, according to Dow Jones Market Data.</p>\n<p>Biden’s first 100 days have been underscored by a stock market that’s soared to record highs as trillions worth of fiscal and monetary stimulus slosh through the economy. However, the economic and health crisis brought on by COVID-19 has widened the gap between the nation’s rich and poor, even as a flood of fresh pandemic aid has been aimed at helping hard-hit families and businesses.</p>\n<p>The new administration has also overseen&nbsp;roughly 42.7% of the U.S. population getting at least one shot of a COVID-19 vaccine, exceeding its initial goals, while India and other parts of the world battle against time to contain surging infection rates.</p>\n<p>Spending also has surged under the Biden administration, even before including his proposed $2.3 trillion infrastructure package or latest slate of planned aid to be unveiled late Wednesday to bolster children and families.</p>\n<p>While the U.S. economic outlook has brightened since Biden took office, it also has been helped by the Federal Reserve’s unwavering support since the onset of the pandemic. Fed Chairman Jerome Powell reaffirmed on Wednesday his vow to keep monetary conditions loose for some time to come, even as some worry that inflation could range out of control and markets might overheat.</p>","source":"lsy1603348471595","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>Biden’s first 100 days poised as best such stretch for S&P 500, Dow since FDR</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden’s first 100 days poised as best such stretch for S&P 500, Dow since FDR\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/bidens-first-100-days-poised-as-best-such-stretch-for-s-p-500-dow-since-fdr-11619654492?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks surge as Biden puts pedal to the metal on pandemic aid\nPresident Joe Biden speaks about updated CDC guidance on masks for the fully vaccinated. AFP/Getty Images\nThe S&P 500 index and Dow Jones ...</p>\n\n<a href=\"https://www.marketwatch.com/story/bidens-first-100-days-poised-as-best-such-stretch-for-s-p-500-dow-since-fdr-11619654492?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/bidens-first-100-days-poised-as-best-such-stretch-for-s-p-500-dow-since-fdr-11619654492?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194822015","content_text":"Stocks surge as Biden puts pedal to the metal on pandemic aid\nPresident Joe Biden speaks about updated CDC guidance on masks for the fully vaccinated. AFP/Getty Images\nThe S&P 500 index and Dow Jones Industrial Average have been roaring higher as President Joe Biden nears his first 100 days in office, outmatched in the same stretch only in 1933, when Franklin D. Roosevelt held office.\nThe S&P 500 was up 10.12% as of Wednesday’s close in the 99 days since Biden took office on Jan. 20, while the blue-chip Dow was up 9.34% over the same stretch, according to Dow Jones Market Data.\nThe gains are on pace to mark the second-largest on record under any U.S. president at the 100-day mark, behind only the S&P 500’s 79.62% surge and the Dow’s 75.4% gain during the same stretch of Roosevelt’s first of four historic terms, which were underscored by an expansion of the nation’s social safety-net, environmental protections and its military supremacy.\nThis chart shows S&P 500 gains, and losses, in the first 100 days of each American presidential term since 1929:\nStocks climbed the most at the start of Roosevelt's, Biden's and Kennedy's terms. Dow Jones Market Data\nOverall, stocks tend to perform better during the first few months of each new term when a Democratic president sits the Oval Office, rather than a Republican.\nWhile the S&P 500 rose 3.22% on average in the first 100 days of each presidential term, regardless of party, it shot up an average 6.87% after Democrats took the White House and fell 1.34% under Republicans, according to Dow Jones Market Data.\nBiden’s first 100 days have been underscored by a stock market that’s soared to record highs as trillions worth of fiscal and monetary stimulus slosh through the economy. However, the economic and health crisis brought on by COVID-19 has widened the gap between the nation’s rich and poor, even as a flood of fresh pandemic aid has been aimed at helping hard-hit families and businesses.\nThe new administration has also overseen roughly 42.7% of the U.S. population getting at least one shot of a COVID-19 vaccine, exceeding its initial goals, while India and other parts of the world battle against time to contain surging infection rates.\nSpending also has surged under the Biden administration, even before including his proposed $2.3 trillion infrastructure package or latest slate of planned aid to be unveiled late Wednesday to bolster children and families.\nWhile the U.S. economic outlook has brightened since Biden took office, it also has been helped by the Federal Reserve’s unwavering support since the onset of the pandemic. Fed Chairman Jerome Powell reaffirmed on Wednesday his vow to keep monetary conditions loose for some time to come, even as some worry that inflation could range out of control and markets might overheat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886019929,"gmtCreate":1631537785761,"gmtModify":1631887422799,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886019929","repostId":"2167586988","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890672364,"gmtCreate":1628117871258,"gmtModify":1631887422836,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"What do u plan to buy?&nbsp;","listText":"What do u plan to buy?&nbsp;","text":"What do u plan to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890672364","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347896639,"gmtCreate":1618481341821,"gmtModify":1634292649831,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"How about PLTR?","listText":"How about PLTR?","text":"How about PLTR?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347896639","repostId":"1197866874","repostType":4,"repost":{"id":"1197866874","kind":"news","pubTimestamp":1618480071,"share":"https://www.laohu8.com/m/news/1197866874?lang=&edition=full","pubTime":"2021-04-15 17:47","market":"us","language":"en","title":"C3.ai May Be In an Artificial Intelligence Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1197866874","media":"InvestorPlace","summary":"It may not be AI stock but the industry that’s overhyped.\n\nCovering stocks, every once in a while an","content":"<blockquote>\n <b>It may not be AI stock but the industry that’s overhyped.</b>\n</blockquote>\n<p>Covering stocks, every once in a while an editor throws you a<i>“Geez, Louise”</i>assignment. That’s how it was with this request to cover<b>C3.ai</b>(NYSE:<b><u>AI</u></b>). Still, as one of the most hotly anticipated market debuts, I realized that AI stock charmed investors early on but has since left them bitterly disappointed.</p>\n<p>When you just consider the core business and nothing else, the volatility in C3.ai doesn’t seem to make much sense. As you can deduce from its brand and ticker name, the company specializes inartificial intelligence, specifically for enterprise-level solutions. Through big data and machine learning protocols, C3.ai’s platform calculates countless numbers of equations, helping businesses and institutions make better decisions.</p>\n<p>What’s great about AI stock is that the underlying architecture isn’t based on whimsical theories. For instance, C3.ai makes 1.1 billion predictions per day, allowing various industries to optimize their supply chain flow and craft effective strategies based on anticipated consumer behavior. And the difference between human managers making these forecasts versus an AI protocol is that the latter is based on pure data.</p>\n<p>This objectivity is exactly what our society needs todevelop smart cities. Generally speaking, traffic patterns are consistent throughout the week, following the ebb and flow of the daily grind. Taking this data set, C3.ai’s platform can potentially direct or guide traffic flows, while making the best tactical decisions on the fly.</p>\n<p>Another factor bolstering AI stock is applications for the defense industry. While we lever the greatest military force in the world, we’re not immune to the requirements of regular maintenance. The challenge, as with any other industry, is to make sure that maintenance is not performed too frequently or infrequently.</p>\n<p>Again, C3.ai’s platform takes the guesswork out of the equation, leading to greater efficiencies, cost reductions and ultimately, saved lives.</p>\n<p><b>Is AI Stock in a Sector Bubble?</b></p>\n<p>But this begs the question, why the heck has AI stock flopped so badly? On a year-to-date basis, shares are down 50%. If so many major companies utilize the C3.ai platform, including<b>3M</b>(NYSE:<b><u>MMM</u></b>) and<b>Royal Dutch Shell</b>(NYSE:<b><u>RDS.A</u></b>, NYSE:<b><u>RDS.B</u></b>), why don’t investors feel the same?</p>\n<p>Much of that had to do with the valuation, as<i>InvestorPlace’s</i>Thomas Niel pointed out recently. Indeed, AI stock continues to sport arich premium, which has kept even the most ardent speculators on the sidelines. Still, with the drop in price, shares do look much more attractive than before.</p>\n<p>That sentiment is echoed by our own Matt McCall, a true technology guru. He’s the one that kept pounding the table on the Roaring 2020s and so far, he’s been proven right. As he put it, the hemorrhaging in AI stock finally gives those on the sidelines abuying opportunity.</p>\n<p>They both could be right. However, my concern with such a steep decline is that the fundamentals may not be supportive of AI stock. In other words, we could be in an artificial intelligence bubble.</p>\n<p>One glaring statistic is that the “percentage of firms naming AI as the most disruptive technologydeclined from 80.0% in 2019 to 69.5% in 2020.” I should point out that this is a significant lead over cloud computing’s perceived disruptive potential at 11%. Nevertheless, enterprises may be discovering that AI isn’t nearly as wonderful as advertised.</p>\n<p>In my college calculus course, we used as an exercise nonlinear regression to forecast future sales of<b>Harley-Davidson</b>(NYSE:<b><u>HOG</u></b>). The math was excellent because, you know, it’s the math. But it’s not necessarily appropriate to use nonlinear regression or any other analytical method to forecast sales because of the human element.</p>\n<p>Consumer tastes change all the time. And our regression never took into account the demographic shift where millennials were far less interested in motorcycles than prior generations. Had we been demand planners for Harley, we would have been fired.</p>\n<p><b>Only as Intelligent as the Operator</b></p>\n<p>This segues into possibly the steepest challenge of AI stock and similar investments. At the current state of technology, artificial intelligence isonly as intelligent as the operator. You have to know why you’re doing something, not just what you’re doing. No AI can do your thinking for you.</p>\n<p>Because of that, AI has its limitations. As I mentioned in my Harley example above, an AI platform would probably calculate an upward move of revenue based on probabilities from prior data points. But in hindsight (in the context of this theoretical scenario), it would have been better for Harley to trust human sales and marketing managers, who can better gauge consumer sentiment on the ground floor.</p>\n<p>For this reason, I’m still concerned about AI stock. The underlying company is a solid organization, don’t get me wrong. However, the market has spoken, so you may want to sit this one out.</p>","source":"lsy1606302653667","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>C3.ai May Be In an Artificial Intelligence Bubble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nC3.ai May Be In an Artificial Intelligence Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/ai-stock-may-be-in-ai-bubble/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It may not be AI stock but the industry that’s overhyped.\n\nCovering stocks, every once in a while an editor throws you a“Geez, Louise”assignment. That’s how it was with this request to coverC3.ai(NYSE...</p>\n\n<a href=\"https://investorplace.com/2021/04/ai-stock-may-be-in-ai-bubble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/04/ai-stock-may-be-in-ai-bubble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197866874","content_text":"It may not be AI stock but the industry that’s overhyped.\n\nCovering stocks, every once in a while an editor throws you a“Geez, Louise”assignment. That’s how it was with this request to coverC3.ai(NYSE:AI). Still, as one of the most hotly anticipated market debuts, I realized that AI stock charmed investors early on but has since left them bitterly disappointed.\nWhen you just consider the core business and nothing else, the volatility in C3.ai doesn’t seem to make much sense. As you can deduce from its brand and ticker name, the company specializes inartificial intelligence, specifically for enterprise-level solutions. Through big data and machine learning protocols, C3.ai’s platform calculates countless numbers of equations, helping businesses and institutions make better decisions.\nWhat’s great about AI stock is that the underlying architecture isn’t based on whimsical theories. For instance, C3.ai makes 1.1 billion predictions per day, allowing various industries to optimize their supply chain flow and craft effective strategies based on anticipated consumer behavior. And the difference between human managers making these forecasts versus an AI protocol is that the latter is based on pure data.\nThis objectivity is exactly what our society needs todevelop smart cities. Generally speaking, traffic patterns are consistent throughout the week, following the ebb and flow of the daily grind. Taking this data set, C3.ai’s platform can potentially direct or guide traffic flows, while making the best tactical decisions on the fly.\nAnother factor bolstering AI stock is applications for the defense industry. While we lever the greatest military force in the world, we’re not immune to the requirements of regular maintenance. The challenge, as with any other industry, is to make sure that maintenance is not performed too frequently or infrequently.\nAgain, C3.ai’s platform takes the guesswork out of the equation, leading to greater efficiencies, cost reductions and ultimately, saved lives.\nIs AI Stock in a Sector Bubble?\nBut this begs the question, why the heck has AI stock flopped so badly? On a year-to-date basis, shares are down 50%. If so many major companies utilize the C3.ai platform, including3M(NYSE:MMM) andRoyal Dutch Shell(NYSE:RDS.A, NYSE:RDS.B), why don’t investors feel the same?\nMuch of that had to do with the valuation, asInvestorPlace’sThomas Niel pointed out recently. Indeed, AI stock continues to sport arich premium, which has kept even the most ardent speculators on the sidelines. Still, with the drop in price, shares do look much more attractive than before.\nThat sentiment is echoed by our own Matt McCall, a true technology guru. He’s the one that kept pounding the table on the Roaring 2020s and so far, he’s been proven right. As he put it, the hemorrhaging in AI stock finally gives those on the sidelines abuying opportunity.\nThey both could be right. However, my concern with such a steep decline is that the fundamentals may not be supportive of AI stock. In other words, we could be in an artificial intelligence bubble.\nOne glaring statistic is that the “percentage of firms naming AI as the most disruptive technologydeclined from 80.0% in 2019 to 69.5% in 2020.” I should point out that this is a significant lead over cloud computing’s perceived disruptive potential at 11%. Nevertheless, enterprises may be discovering that AI isn’t nearly as wonderful as advertised.\nIn my college calculus course, we used as an exercise nonlinear regression to forecast future sales ofHarley-Davidson(NYSE:HOG). The math was excellent because, you know, it’s the math. But it’s not necessarily appropriate to use nonlinear regression or any other analytical method to forecast sales because of the human element.\nConsumer tastes change all the time. And our regression never took into account the demographic shift where millennials were far less interested in motorcycles than prior generations. Had we been demand planners for Harley, we would have been fired.\nOnly as Intelligent as the Operator\nThis segues into possibly the steepest challenge of AI stock and similar investments. At the current state of technology, artificial intelligence isonly as intelligent as the operator. You have to know why you’re doing something, not just what you’re doing. No AI can do your thinking for you.\nBecause of that, AI has its limitations. As I mentioned in my Harley example above, an AI platform would probably calculate an upward move of revenue based on probabilities from prior data points. But in hindsight (in the context of this theoretical scenario), it would have been better for Harley to trust human sales and marketing managers, who can better gauge consumer sentiment on the ground floor.\nFor this reason, I’m still concerned about AI stock. The underlying company is a solid organization, don’t get me wrong. However, the market has spoken, so you may want to sit this one out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692321224,"gmtCreate":1640855107675,"gmtModify":1640855107675,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Not comparing to TSLA? Haha","listText":"Not comparing to TSLA? Haha","text":"Not comparing to TSLA? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692321224","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p></body></html>","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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134125137,"gmtCreate":1622212046029,"gmtModify":1631891119719,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Alr at $24!","listText":"Alr at $24!","text":"Alr at $24!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134125137","repostId":"1157072297","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129657498,"gmtCreate":1624372053814,"gmtModify":1631887422872,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"True...but am holding on to PLTR for long! Who's in?","listText":"True...but am holding on to PLTR for long! Who's in?","text":"True...but am holding on to PLTR for long! Who's in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129657498","repostId":"1111429380","repostType":2,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195561474,"gmtCreate":1621302315398,"gmtModify":1631891119768,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Seriously 😑","listText":"Seriously 😑","text":"Seriously 😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195561474","repostId":"1190950560","repostType":4,"repost":{"id":"1190950560","kind":"news","pubTimestamp":1621299973,"share":"https://www.laohu8.com/m/news/1190950560?lang=&edition=full","pubTime":"2021-05-18 09:06","market":"us","language":"en","title":"Coinbase Is Issuing a Convertible Bond. Why Its Stock Is Dropping.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190950560","media":"barrons","summary":"Cryptocurrency exchange  Coinbase Global surprised investors Monday evening with a convertible bond ","content":"<p>Cryptocurrency exchange&nbsp; Coinbase Global&nbsp;surprised investors Monday evening with a convertible bond offering that raises several new questions for investors—including one that investors haven’t heard about before in prior company filings. More questions mean more uncertainty, and investors hate uncertainty. Coinbase shares are falling as a result.</p>\n<p>Coinbase (ticker: COIN) is raising about $1.3 billion in a convertible bond sale. Shares are down about 2.6% in after-hours trading.</p>\n<p>There are a few reasons the stock is weak. For starters, Coinbase is selling convertible bonds and, as their name implies, the bonds can be converted into stock, under certain conditions. More stock is dilutive to existing shareholders.</p>\n<p>And when a convertible bond is issued, arbitrage traders oftentimes will buy the convertible bond and short the company stock, essentially locking in a yield they find attractive. Shorting a stock generates selling pressure, and a stock can fall in the immediate aftermath of a convertible sale.</p>\n<p>Dilution and arbitrage aside, investors might also be questioning the timing of this bond sale. The offering comes about a month after the company completed its direct stock listing. Coinbase didn’t pursue a traditional initial public offering because, presumably, it didn’t need the cash. The company generates positive cash flow, is growing rapidly, and analysts are upbeat about earnings prospects. So why raise money now? And why with a bond? Those questions don’t really have answers yet.</p>\n<p>Coinbase, around the time of its direct listing, did say a direct listing was more in keeping with the ethos of cryptocurrencies. IPOs are run by large banks, which typically reward their best customers. That’s one potential answer to why now and why a bond.</p>\n<p>But there is one other question raised by the offering. The news release says the purpose of the offering is to strengthen the company’s balance sheet. The cash will be used for “general corporate purposes, which may include working capital and capital expenditures, and to pay the cost of the capped call transactions.”</p>\n<p>A capped call is a call option trade that limits the call buyer’s upside. A traditional call option gives the buyer the right to buy something at a fixed price. The gain is theoretically limitless. The capped call just has a cap. Capped calls don’t show up in a search of the company’s prospectus. The capped call is most likely to limit the dilution of the offering by limiting the number of shares issued. If that’s the case, then why not just issue a smaller bond with less dilution and no cash paid for capping dilution?</p>\n<p>Coinbase referred <i>Barron’s</i> to its news release when asked about details of the convertible offering.</p>\n<p>Coinbase listed its shares for trading at $250. The stock closed at about $328 the first day but have since fallen 24% to just below $248.24. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average,by comparison, are both up a little over the same span.</p>\n<p>Now, Coinbase stock is down 2.6% at $241.75 in after-hours trading. Don’t be surprised if it remains weak until some of these questions are answered.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Is Issuing a Convertible Bond. Why Its Stock Is Dropping.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase Is Issuing a Convertible Bond. Why Its Stock Is Dropping.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 09:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/coinbase-is-issuing-a-convertible-bond-why-its-stock-is-dropping-51621288490?siteid=yhoof2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cryptocurrency exchange  Coinbase Global surprised investors Monday evening with a convertible bond offering that raises several new questions for investors—including one that investors haven’t heard ...</p>\n\n<a href=\"https://www.barrons.com/articles/coinbase-is-issuing-a-convertible-bond-why-its-stock-is-dropping-51621288490?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/coinbase-is-issuing-a-convertible-bond-why-its-stock-is-dropping-51621288490?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190950560","content_text":"Cryptocurrency exchange  Coinbase Global surprised investors Monday evening with a convertible bond offering that raises several new questions for investors—including one that investors haven’t heard about before in prior company filings. More questions mean more uncertainty, and investors hate uncertainty. Coinbase shares are falling as a result.\nCoinbase (ticker: COIN) is raising about $1.3 billion in a convertible bond sale. Shares are down about 2.6% in after-hours trading.\nThere are a few reasons the stock is weak. For starters, Coinbase is selling convertible bonds and, as their name implies, the bonds can be converted into stock, under certain conditions. More stock is dilutive to existing shareholders.\nAnd when a convertible bond is issued, arbitrage traders oftentimes will buy the convertible bond and short the company stock, essentially locking in a yield they find attractive. Shorting a stock generates selling pressure, and a stock can fall in the immediate aftermath of a convertible sale.\nDilution and arbitrage aside, investors might also be questioning the timing of this bond sale. The offering comes about a month after the company completed its direct stock listing. Coinbase didn’t pursue a traditional initial public offering because, presumably, it didn’t need the cash. The company generates positive cash flow, is growing rapidly, and analysts are upbeat about earnings prospects. So why raise money now? And why with a bond? Those questions don’t really have answers yet.\nCoinbase, around the time of its direct listing, did say a direct listing was more in keeping with the ethos of cryptocurrencies. IPOs are run by large banks, which typically reward their best customers. That’s one potential answer to why now and why a bond.\nBut there is one other question raised by the offering. The news release says the purpose of the offering is to strengthen the company’s balance sheet. The cash will be used for “general corporate purposes, which may include working capital and capital expenditures, and to pay the cost of the capped call transactions.”\nA capped call is a call option trade that limits the call buyer’s upside. A traditional call option gives the buyer the right to buy something at a fixed price. The gain is theoretically limitless. The capped call just has a cap. Capped calls don’t show up in a search of the company’s prospectus. The capped call is most likely to limit the dilution of the offering by limiting the number of shares issued. If that’s the case, then why not just issue a smaller bond with less dilution and no cash paid for capping dilution?\nCoinbase referred Barron’s to its news release when asked about details of the convertible offering.\nCoinbase listed its shares for trading at $250. The stock closed at about $328 the first day but have since fallen 24% to just below $248.24. The S&P 500 and Dow Jones Industrial Average,by comparison, are both up a little over the same span.\nNow, Coinbase stock is down 2.6% at $241.75 in after-hours trading. Don’t be surprised if it remains weak until some of these questions are answered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199342794,"gmtCreate":1620688519118,"gmtModify":1631892936720,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Buy if&nbsp;you have plenty of spare cash","listText":"Buy if&nbsp;you have plenty of spare cash","text":"Buy if you have plenty of spare cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199342794","repostId":"1167387222","repostType":4,"repost":{"id":"1167387222","kind":"news","pubTimestamp":1620657963,"share":"https://www.laohu8.com/m/news/1167387222?lang=&edition=full","pubTime":"2021-05-10 22:46","market":"us","language":"en","title":"Palantir Technologies Could Have an Unpleasant Surprise on This Week’s Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1167387222","media":"InvestorPlace","summary":"PLTR stock is struggling into a suddenly key earnings report.There are two reasons why first-quarter","content":"<blockquote>PLTR stock is struggling into a suddenly key earnings report.</blockquote><p>There are two reasons why first-quarter earnings on Tuesday look key for<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock.</p><p>The first is that PLTR is sliding into the report. After being one of the beneficiaries of the “Reddit rally” along with<b>GameStop</b>(NYSE:<b><u>GME</u></b>) and<b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) in late January, PLTR has been nearly halved from its closing high.</p><p>Shares in fact are down more than 15% year-to-date and threatening to hit their lowest levels since November.</p><p>From that perspective, Palantir simply needs to give investors some good news on Tuesday — any kind of good news.</p><p>But the second is that Palantir still is relatively new to the public markets. The company onlyexecuted its direct listingat the end of September. Tuesday’s earnings release is just the company’s third so far.</p><p>Obviously, investors knew of Palantir before it went public. The prospectus filed with the direct listing included historical financial data.</p><p>Still, there are big questions that still surround Palantir — including exactly what kind of company this is. As investors review the Q1 numbers and listen to the post-earnings conference call, they’re going to have those questions in mind — and they’ll be looking for answers.</p><p><b>A Software Company or a Consulting Firm?</b></p><p>There’s one core question that is paramount for PLTR stock. Is Palantir a software company or a consulting firm?</p><p>It’s too simplistic to say that PLTR is too cheap if it’s the former and too expensive if it’s the latter, but there is some truth to that argument. Even after a pullback, and even backing out net cash, PLTR still trades for about 25x this year’s consensus revenue estimate.</p><p>That’s a software multiple, pure and simple. In fact, it’s a somewhat high software multiple. Companies in that ballpark include<b>Snowflake</b>(NYSE:<b><u>SNOW</u></b>),<b>Datadog</b>(NASDAQ:<b><u>DDOG</u></b>), and<b>CrowdStrike</b>(NASDAQ:<b><u>CRWD</u></b>)</p><p>It might seem ridiculous to question the operating model this way 18 years after the company’s founding, and obviously, Palantir does offer software. Most notably, its Foundry platform is the key to its go-to-market strategy going forward.</p><p>But the question is to what extent human intervention is needed to make the Big Data platform work. As<i>New York</i>magazine put it inan intriguing profileof Palantir last year:</p><blockquote>Palantir, it turns out, has run headlong into the problem plaguing many tech firms engaged in the quest for total information awareness: Real-world data is often too messy and complex for computers to translate without lots of help from humans.</blockquote><p>One quick-and-dirty way to answer this question is to look at gross margins. Not coincidentally, for Palantir they’ve been all over the place.</p><p>In 2020, excluding stock-based compensation (which was inflated by the direct listing), gross margins were 80.5%. The year before, they came in at just 71.1%.</p><p>Gross margins thus are going to be a point of focus in Q1. Another 80%-plus print would suggest that Foundry is doing what Palantir, and PLTR bulls, believe it can: cement Palantir as a top-tier software company. That in turn could lead PLTR stock to be revalued as such.</p><p><b>What Else Can Move PLTR Stock</b></p><p>Of course, investors will be looking at more than just one metric.</p><p>Revenue will be a point of focus. After the fourth quarter, Palantir guided for45% year-over-year growthin Q1. That’s about in line with the 47% increase posted for full-year 2020.</p><p>Historically, most software companies guide conservatively (and as a result post beats relative to Wall Street expectations). So even after the pullback in PLTR stock, Palantir needs to hit 45% at least. It probably takes something closer to 50% to get investors truly excited.</p><p>That said, a big beat or miss is somewhat unlikely. Palantir serves most large-cap companies under large-scale contracts, and the company gave Q1 guidance halfway through the quarter. Its visibility toward quarter-end should have been quite clear.</p><p>That leaves earnings. Analysts are looking for 4 cents per share from Palantir, and here too a beat seems likely. But how Palantir drives a beat will be important (while a miss looks dangerous for PLTR stock).</p><p>Again, gross margins will be key, but the same is true for spending.</p><p>As an analyst noted late last year, Palantir’s operating expensesdeclined in 2020. Again excluding share-based compensation, sales and marketing spend dropped 23%, and research and development 14%. (General and administrative expense did increase 15%.)</p><p>The cut in spending seems strange given Palantir’s strong growth. The novel coronavirus pandemic may have played a role, admittedly. The more normalized environment of the first quarter should give some more color on this front.</p><p>All told, this is not likely to be a quarter where a beat on its own sends PLTR stock higher. Given the number of questions here, “how” might be more important than”how much?”</p><p>Palantir fell about 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/7b838f84df5e5493aef59679cbb69aeb\" tg-width=\"789\" tg-height=\"523\"></p><p><i>On the date of publication, Vince Martin did not have (either directly or indirectly) any positions in the securities mentioned in this article.</i></p>","source":"lsy1606302653667","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 Technologies Could Have an Unpleasant Surprise on This Week’s Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies Could Have an Unpleasant Surprise on This Week’s Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/pltr-stock-unpleasant-surprise-this-weeks-earnings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PLTR stock is struggling into a suddenly key earnings report.There are two reasons why first-quarter earnings on Tuesday look key forPalantir Technologies(NYSE:PLTR) stock.The first is that PLTR is ...</p>\n\n<a href=\"https://investorplace.com/2021/05/pltr-stock-unpleasant-surprise-this-weeks-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/05/pltr-stock-unpleasant-surprise-this-weeks-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167387222","content_text":"PLTR stock is struggling into a suddenly key earnings report.There are two reasons why first-quarter earnings on Tuesday look key forPalantir Technologies(NYSE:PLTR) stock.The first is that PLTR is sliding into the report. After being one of the beneficiaries of the “Reddit rally” along withGameStop(NYSE:GME) andAMC Entertainment(NYSE:AMC) in late January, PLTR has been nearly halved from its closing high.Shares in fact are down more than 15% year-to-date and threatening to hit their lowest levels since November.From that perspective, Palantir simply needs to give investors some good news on Tuesday — any kind of good news.But the second is that Palantir still is relatively new to the public markets. The company onlyexecuted its direct listingat the end of September. Tuesday’s earnings release is just the company’s third so far.Obviously, investors knew of Palantir before it went public. The prospectus filed with the direct listing included historical financial data.Still, there are big questions that still surround Palantir — including exactly what kind of company this is. As investors review the Q1 numbers and listen to the post-earnings conference call, they’re going to have those questions in mind — and they’ll be looking for answers.A Software Company or a Consulting Firm?There’s one core question that is paramount for PLTR stock. Is Palantir a software company or a consulting firm?It’s too simplistic to say that PLTR is too cheap if it’s the former and too expensive if it’s the latter, but there is some truth to that argument. Even after a pullback, and even backing out net cash, PLTR still trades for about 25x this year’s consensus revenue estimate.That’s a software multiple, pure and simple. In fact, it’s a somewhat high software multiple. Companies in that ballpark includeSnowflake(NYSE:SNOW),Datadog(NASDAQ:DDOG), andCrowdStrike(NASDAQ:CRWD)It might seem ridiculous to question the operating model this way 18 years after the company’s founding, and obviously, Palantir does offer software. Most notably, its Foundry platform is the key to its go-to-market strategy going forward.But the question is to what extent human intervention is needed to make the Big Data platform work. AsNew Yorkmagazine put it inan intriguing profileof Palantir last year:Palantir, it turns out, has run headlong into the problem plaguing many tech firms engaged in the quest for total information awareness: Real-world data is often too messy and complex for computers to translate without lots of help from humans.One quick-and-dirty way to answer this question is to look at gross margins. Not coincidentally, for Palantir they’ve been all over the place.In 2020, excluding stock-based compensation (which was inflated by the direct listing), gross margins were 80.5%. The year before, they came in at just 71.1%.Gross margins thus are going to be a point of focus in Q1. Another 80%-plus print would suggest that Foundry is doing what Palantir, and PLTR bulls, believe it can: cement Palantir as a top-tier software company. That in turn could lead PLTR stock to be revalued as such.What Else Can Move PLTR StockOf course, investors will be looking at more than just one metric.Revenue will be a point of focus. After the fourth quarter, Palantir guided for45% year-over-year growthin Q1. That’s about in line with the 47% increase posted for full-year 2020.Historically, most software companies guide conservatively (and as a result post beats relative to Wall Street expectations). So even after the pullback in PLTR stock, Palantir needs to hit 45% at least. It probably takes something closer to 50% to get investors truly excited.That said, a big beat or miss is somewhat unlikely. Palantir serves most large-cap companies under large-scale contracts, and the company gave Q1 guidance halfway through the quarter. Its visibility toward quarter-end should have been quite clear.That leaves earnings. Analysts are looking for 4 cents per share from Palantir, and here too a beat seems likely. But how Palantir drives a beat will be important (while a miss looks dangerous for PLTR stock).Again, gross margins will be key, but the same is true for spending.As an analyst noted late last year, Palantir’s operating expensesdeclined in 2020. Again excluding share-based compensation, sales and marketing spend dropped 23%, and research and development 14%. (General and administrative expense did increase 15%.)The cut in spending seems strange given Palantir’s strong growth. The novel coronavirus pandemic may have played a role, admittedly. The more normalized environment of the first quarter should give some more color on this front.All told, this is not likely to be a quarter where a beat on its own sends PLTR stock higher. Given the number of questions here, “how” might be more important than”how much?”Palantir fell about 6% in morning trading.On the date of publication, Vince Martin did not have (either directly or indirectly) any positions in the securities mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104543659,"gmtCreate":1620399853871,"gmtModify":1631892936726,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Happy to see PLTR making into his list of recommended buys!","listText":"Happy to see PLTR making into his list of recommended buys!","text":"Happy to see PLTR making into his list of recommended buys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104543659","repostId":"2133520488","repostType":2,"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345723154,"gmtCreate":1618355330378,"gmtModify":1634293573387,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Holding on to pltr strong!","listText":"Holding on to pltr strong!","text":"Holding on to pltr strong!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345723154","repostId":"1113147296","repostType":4,"repost":{"id":"1113147296","kind":"news","pubTimestamp":1618334235,"share":"https://www.laohu8.com/m/news/1113147296?lang=&edition=full","pubTime":"2021-04-14 01:17","market":"us","language":"en","title":"Palantir could be gearing up for a big push higher. Here’s how options traders are playing it","url":"https://stock-news.laohu8.com/highlight/detail?id=1113147296","media":"cnbc","summary":"Palantiris currently about 38% off of its highest levels of the year after a rough Monday that saw t","content":"<div>\n<p>Palantiris currently about 38% off of its highest levels of the year after a rough Monday that saw the stock fall by about 3%, but options traders are betting that the company may finally be gearing ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/palantir-gearing-up-big-push-higher-options-traders-are-playing-it.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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 could be gearing up for a big push higher. Here’s how options traders are playing it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir could be gearing up for a big push higher. Here’s how options traders are playing it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 01:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/13/palantir-gearing-up-big-push-higher-options-traders-are-playing-it.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantiris currently about 38% off of its highest levels of the year after a rough Monday that saw the stock fall by about 3%, but options traders are betting that the company may finally be gearing ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/palantir-gearing-up-big-push-higher-options-traders-are-playing-it.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.cnbc.com/2021/04/13/palantir-gearing-up-big-push-higher-options-traders-are-playing-it.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1113147296","content_text":"Palantiris currently about 38% off of its highest levels of the year after a rough Monday that saw the stock fall by about 3%, but options traders are betting that the company may finally be gearing up for a turnaround.\nDespite the recent pullback, the tech stock has performed well since going public on Sept. 30, 2020, gaining more than 150% to date. Now, speculation is growing among retail traders that it could be about to make a run back toward its highs.\n“Palantir saw above-averagecallactivity [Monday], about 90,000 contracts more than it trades on average, and the most action was seen in the 24-, 25- and 26-strike calls that expire this coming Friday. The 24-strike calls, for example, traded about 45,000 contracts. Those were trading for just under 70 cents,” Optimize Advisors CIO Michael Khouw said Monday on CNBC’s “Fast Money.”\nThose 24-strike calls break even at an underlying stock price of $24.70, or about 6% higher from where Palantir closed Monday’s session. More bullish traders who took a chance on the 26-strike calls would need to see a jump of more than 12% by Friday’s close to break even.\nPalantir was more than 2% higher in Tuesday’s session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349501456,"gmtCreate":1617621384375,"gmtModify":1634297521547,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"Aiya didn't buy more...","listText":"Aiya didn't buy more...","text":"Aiya didn't buy more...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349501456","repostId":"1103962313","repostType":4,"repost":{"id":"1103962313","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617613431,"share":"https://www.laohu8.com/m/news/1103962313?lang=&edition=full","pubTime":"2021-04-05 17:03","market":"us","language":"en","title":"Tesla shares surged 6.5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1103962313","media":"Tiger Newspress","summary":"Tesla shares surged 6.5% to $704.4 in premarket trading.Tesla delivered more than expected in the fi","content":"<p>Tesla shares surged 6.5%&nbsp;to&nbsp;$704.4 in premarket trading.</p><p>Tesla delivered more than expected in the first quarter, and several investment banks raised their target prices.</p><p><img src=\"https://static.tigerbbs.com/0177d428b3156542cecf3b3dabde867e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Tesla announced that it shipped 184,800 electric vehicles in 1Q, which exceeded the previous record of 180,570 units achieved in the fourth quarter of 2020. Moreover, 1Q vehicle shipments came in well above analysts’ expectations of 177,822 units.</p><p>Following the quarterly production and delivery numbers, Wedbush analyst&nbsp;Daniel Ives&nbsp;upgraded the stock to Buy from Hold and raised the price target to $1,000 (51.1% upside potential) from $950.</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>Tesla shares surged 6.5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares surged 6.5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-05 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares surged 6.5%&nbsp;to&nbsp;$704.4 in premarket trading.</p><p>Tesla delivered more than expected in the first quarter, and several investment banks raised their target prices.</p><p><img src=\"https://static.tigerbbs.com/0177d428b3156542cecf3b3dabde867e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Tesla announced that it shipped 184,800 electric vehicles in 1Q, which exceeded the previous record of 180,570 units achieved in the fourth quarter of 2020. Moreover, 1Q vehicle shipments came in well above analysts’ expectations of 177,822 units.</p><p>Following the quarterly production and delivery numbers, Wedbush analyst&nbsp;Daniel Ives&nbsp;upgraded the stock to Buy from Hold and raised the price target to $1,000 (51.1% upside potential) from $950.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103962313","content_text":"Tesla shares surged 6.5% to $704.4 in premarket trading.Tesla delivered more than expected in the first quarter, and several investment banks raised their target prices.Tesla announced that it shipped 184,800 electric vehicles in 1Q, which exceeded the previous record of 180,570 units achieved in the fourth quarter of 2020. Moreover, 1Q vehicle shipments came in well above analysts’ expectations of 177,822 units.Following the quarterly production and delivery numbers, Wedbush analyst Daniel Ives upgraded the stock to Buy from Hold and raised the price target to $1,000 (51.1% upside potential) from $950.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323382743,"gmtCreate":1615303435582,"gmtModify":1703487104146,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323382743","repostId":"1101563548","repostType":4,"repost":{"id":"1101563548","kind":"news","pubTimestamp":1615301161,"share":"https://www.laohu8.com/m/news/1101563548?lang=&edition=full","pubTime":"2021-03-09 22:46","market":"us","language":"en","title":"These tech stocks have lost more than 20% of their value so far this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1101563548","media":"cnbc","summary":"KEY POINTS\n\nSome of the once high-flying tech stocks have reversed course and shaved high percentage","content":"<div>\n<p>KEY POINTS\n\nSome of the once high-flying tech stocks have reversed course and shaved high percentages off their stock prices.\nTech shares hinted toward recovery in the premarket Tuesday as bond yields...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/these-tech-stocks-have-lost-more-than-20percent-of-their-value-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>These tech stocks have lost more than 20% of their value so far this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese tech stocks have lost more than 20% of their value so far this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/09/these-tech-stocks-have-lost-more-than-20percent-of-their-value-this-year.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSome of the once high-flying tech stocks have reversed course and shaved high percentages off their stock prices.\nTech shares hinted toward recovery in the premarket Tuesday as bond yields...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/these-tech-stocks-have-lost-more-than-20percent-of-their-value-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc.","AI":"C3.ai, Inc.","SPLK":"Splunk Inc","U":"Unity Software Inc.","SNOW":"Snowflake"},"source_url":"https://www.cnbc.com/2021/03/09/these-tech-stocks-have-lost-more-than-20percent-of-their-value-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101563548","content_text":"KEY POINTS\n\nSome of the once high-flying tech stocks have reversed course and shaved high percentages off their stock prices.\nTech shares hinted toward recovery in the premarket Tuesday as bond yields stabilized, leading investors to buying into the dip.\nHowever, the early rise in share price didn’t completely recoup some of the losses.\n\nSome of the once high-flying tech stocks have reversed course and shaved high percentages off their stock prices, after rising bond yields raised concerns about valuations and higher interest rates.\nInvestors saw a rapid rise in bond yields, which move inversely to prices, over the past few weeks. As rates jumped, tech shares (especially ones with lofty valuations and little to no profit) traded lower.\nThat came as Wall Street also expected strong economic recovery as some pandemic restrictions are lifted and vaccines continue to roll out, so they poured into more cyclical stocks. There was also the fear that pandemic recovery could lead to concerning levels of inflation, which may hit tech stocks especially hard as they’ve been relying on easy borrowing for superior growth.\nTech shares hinted toward recovery in the premarket Tuesday as bond yields stabilized, leading investors to buy into the dip. However, the early rise in share prices Tuesday didn’t completely recoup some of the losses.\nCNBC compiled a list of some of the notable tech companies that have shed more than 20% this year as of Tuesday morning:\n\nC3.ai was among the biggest shedders, down more than 39% for the year. The company’s stock was up 2.5% in the premarket. The enterprise artificial intelligence company recently released its first earnings report as a public company, disappointing investors.\n\n\nVideo game software developer Unity has shed nearly 37% for the year. The company’s stock was up about 4.4% in the premarket. Shares began to fall in February after the company provided a forecast that failed to meet analysts’ most optimistic estimates.\n\n\nStichFix shed more than 29% this year, with steep losses following the company’s latest earnings report that was released Monday afternoon. StichFix’s revenue came in short of Wall Street forecasts. The company also cut guidance for the fiscal year that begins in July due to lengthened cycle times. Shares were down more than 22% in the premarket.\n\n\nLemonade was also trading down 26%. Shares were up about 4.2% in the premarket. The insurance company issued conservative guidance for this year as part of its fourth quarter 2020 earnings on Monday.\n\n\nCloud software vendor Qualtrics was down nearly 23% from its first day of trading on Jan 28. Shares were up 2.6% in the premarket.\n\n\nSnowflake has lost more than 21%, as investors pull back from what some called bubble-like valuations. The stock was up 3.7% in the premarket.\n\n\nSoftware company Splunk has shed about 21% this year. Shares were up 2.6% in the premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367042006,"gmtCreate":1614898815005,"gmtModify":1703482638987,"author":{"id":"3576144409995554","authorId":"3576144409995554","name":"TheCSM","avatar":"https://static.tigerbbs.com/6efc7d366993c14843b768fab99c5631","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576144409995554","authorIdStr":"3576144409995554"},"themes":[],"htmlText":"I have sold some other stocks, preparing to buy the dip!","listText":"I have sold some other stocks, preparing to buy the dip!","text":"I have sold some other stocks, preparing to buy the dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367042006","repostId":"1191218213","repostType":2,"repost":{"id":"1191218213","kind":"news","pubTimestamp":1614845546,"share":"https://www.laohu8.com/m/news/1191218213?lang=&edition=full","pubTime":"2021-03-04 16:12","market":"us","language":"en","title":"Why Tesla Stock Fell Sharply (Again) on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191218213","media":"Motley Fool","summary":"What happenedShares of Tesla were hit hard on Wednesday. The stock fell 4.8% by the time the market ","content":"<p><b>What happened</b></p><p>Shares of&nbsp;<b>Tesla</b>&nbsp;were hit hard on Wednesday. The stock fell 4.8% by the time the market closed.</p><p>The stock is likely down primarily because of a decline in the overall market that weighed particularly heavily ongrowth stockslike Tesla. However, shares may also be down because of a note from&nbsp;<b>Morgan Stanley</b>&nbsp;analyst Adam Jonas about&nbsp;<b>Ford</b>'s new electric Mustang Mach-E taking market share from Tesla in February.</p><p><b>So what</b></p><p>Jonas estimates that Tesla's market share of the EV market in the U.S. dropped from 81% in February of 2020 to 69% in February of 2021, largely due to market share gains from the new Mustang Mach-E.</p><p>Still, this doesn't mean Tesla's electric vehicle sales are faring poorly; the overall EV market grew 40% year over year during the period, Jonas estimates.</p><p>The main reason for the stock's decline, however, is likely a pullback in the overall market on Wednesday. The<b>S&amp;P 500</b>and<b>Nasdaq Composite</b>fell 1.3% and 2.7%, respectively. Many growth stocks like Tesla fell even more.</p><p><b>Now what</b></p><p>Tesla stock's decline adds to an overall downward trend for the stock in recent weeks. After shares rose to an all-time high of $900.40 earlier this year, the stock is now down 7% year to date, underperforming the S&amp;P 500's 2% decline.</p><p>Investors should expect more volatility from Tesla shares, as growth stocks are typically much more volatile than the overall market.</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>Why Tesla Stock Fell Sharply (Again) on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Fell Sharply (Again) on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/03/why-tesla-stock-fell-sharply-on-wednesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Tesla were hit hard on Wednesday. The stock fell 4.8% by the time the market closed.The stock is likely down primarily because of a decline in the overall market that weighed ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/03/why-tesla-stock-fell-sharply-on-wednesday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/03/03/why-tesla-stock-fell-sharply-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191218213","content_text":"What happenedShares of Tesla were hit hard on Wednesday. The stock fell 4.8% by the time the market closed.The stock is likely down primarily because of a decline in the overall market that weighed particularly heavily ongrowth stockslike Tesla. However, shares may also be down because of a note from Morgan Stanley analyst Adam Jonas about Ford's new electric Mustang Mach-E taking market share from Tesla in February.So whatJonas estimates that Tesla's market share of the EV market in the U.S. dropped from 81% in February of 2020 to 69% in February of 2021, largely due to market share gains from the new Mustang Mach-E.Still, this doesn't mean Tesla's electric vehicle sales are faring poorly; the overall EV market grew 40% year over year during the period, Jonas estimates.The main reason for the stock's decline, however, is likely a pullback in the overall market on Wednesday. TheS&P 500andNasdaq Compositefell 1.3% and 2.7%, respectively. Many growth stocks like Tesla fell even more.Now whatTesla stock's decline adds to an overall downward trend for the stock in recent weeks. After shares rose to an all-time high of $900.40 earlier this year, the stock is now down 7% year to date, underperforming the S&P 500's 2% decline.Investors should expect more volatility from Tesla shares, as growth stocks are typically much more volatile than the overall market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}