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2021-12-17

Good

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2021-12-13

$Gilat Satellite Networks(GILT)$rest before up

2021-12-10

Great ariticle, would you like to share it?

Will Nvidia Be a Trillion-Dollar Stock by Next Year?

2021-12-10

Yes I think so

Will Nvidia Be a Trillion-Dollar Stock by Next Year?

2021-12-03

Waiting

Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?

2021-11-28

Interesting theme

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2021-11-25

Nice

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2021-11-25

NEXT 10x stock

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2021-11-24

Safe play

How much are Americans spending on Thanksgiving shopping?

2021-11-22

Whats behind the reasons that drove this high ? Been going up

Apple shares rose nearly 2% in early trading and hit a record high

2021-11-22

Interesting

Cybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO

2021-11-17

To the moon

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2021-11-17

Yes consider adding Adobe Docusign

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2021-11-16

Buy now

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2021-11-16

Sales force

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2021-11-15

Hmm

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2021-11-14

Hi

7 Earnings Reports to Watch Next Week

2021-11-14

Shld I buy now?

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-14

Great

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2021-11-07

Great ariticle, would you like to share it?

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href=\"https://laohu8.com/S/GILT\">$Gilat Satellite Networks(GILT)$</a>rest before up","listText":"<a href=\"https://laohu8.com/S/GILT\">$Gilat Satellite Networks(GILT)$</a>rest before up","text":"$Gilat Satellite Networks(GILT)$rest before up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604242498","isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605848648,"gmtCreate":1639148079298,"gmtModify":1639148160114,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605848648","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p>\n<p>However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p>\n<p>A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>It's game on for GPUs</b></p>\n<p>Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p>\n<p>It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p>\n<p>Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p>\n<p>Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p>\n<p><b>Nvidia is about so much more than gaming</b></p>\n<p>The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p>\n<p>Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p>\n<p>Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p>\n<p>The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p>\n<p>The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p>\n<p>We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Time to ring the register</b></p>\n<p>That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p>\n<p>Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p>\n<p>So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</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>Will Nvidia Be a Trillion-Dollar Stock by Next 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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605848173,"gmtCreate":1639148058186,"gmtModify":1639148160039,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Yes I think so","listText":"Yes I think so","text":"Yes I think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605848173","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p>\n<p>However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p>\n<p>A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>It's game on for GPUs</b></p>\n<p>Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p>\n<p>It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p>\n<p>Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p>\n<p>Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p>\n<p><b>Nvidia is about so much more than gaming</b></p>\n<p>The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p>\n<p>Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p>\n<p>Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p>\n<p>The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p>\n<p>The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p>\n<p>We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Time to ring the register</b></p>\n<p>That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p>\n<p>Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p>\n<p>So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</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>Will Nvidia Be a Trillion-Dollar Stock by Next 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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601543759,"gmtCreate":1638544003978,"gmtModify":1638544003978,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Waiting&nbsp;","listText":"Waiting&nbsp;","text":"Waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601543759","repostId":"1175699025","repostType":4,"repost":{"id":"1175699025","kind":"news","pubTimestamp":1638535445,"share":"https://www.laohu8.com/m/news/1175699025?lang=&edition=full","pubTime":"2021-12-03 20:44","market":"us","language":"en","title":"Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175699025","media":"Barrons","summary":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconducto","content":"<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.</p>\n<p>The Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from&nbsp;SoftBank&nbsp;(SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.</p>\n<p>So what comes next?</p>\n<p>Following news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.</p>\n<p>“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”</p>\n<p>That underscores the fact that analysts have been pessimistic about this for a while.</p>\n<p>Last month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.</p>\n<p>“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”</p>\n<p>Remember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.</p>\n<p>Since then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.</p>\n<p>But it’s not over ‘til it’s over. The deal is still alive, barely, for now.</p>\n<p>The thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of&nbsp;Apple&nbsp;(AAPL),Amazon&nbsp;(AMZN),Qualcomm&nbsp;(QCOM) and others.</p>\n<p>If Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.</p>\n<p>Can these concerns really be addressed?</p>\n<p>“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.</p>\n<p>A dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.</p>\n<p>That $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.</p>\n<p>Nvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.</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>Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?</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\">\nNvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175699025","content_text":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from SoftBank (SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.\nSo what comes next?\nFollowing news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.\n“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”\nThat underscores the fact that analysts have been pessimistic about this for a while.\nLast month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.\n“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”\nRemember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.\nSince then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.\nBut it’s not over ‘til it’s over. The deal is still alive, barely, for now.\nThe thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of Apple (AAPL),Amazon (AMZN),Qualcomm (QCOM) and others.\nIf Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.\nCan these concerns really be addressed?\n“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.\nA dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.\nThat $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.\nNvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600896332,"gmtCreate":1638112888137,"gmtModify":1638112888137,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Interesting theme","listText":"Interesting theme","text":"Interesting theme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600896332","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877903391,"gmtCreate":1637852691546,"gmtModify":1637852691546,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877903391","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909801,"gmtCreate":1637852615171,"gmtModify":1637852615171,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"NEXT 10x stock","listText":"NEXT 10x stock","text":"NEXT 10x stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877909801","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874862963,"gmtCreate":1637759171362,"gmtModify":1637759171362,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Safe play","listText":"Safe play","text":"Safe play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874862963","repostId":"1125285423","repostType":4,"repost":{"id":"1125285423","kind":"news","pubTimestamp":1637749572,"share":"https://www.laohu8.com/m/news/1125285423?lang=&edition=full","pubTime":"2021-11-24 18:26","market":"us","language":"en","title":"How much are Americans spending on Thanksgiving shopping?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125285423","media":"Seeking Alpha","summary":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M","content":"<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.</p>\n<p>By the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.</p>\n<p>\"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"</p>\n<p>Shopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.</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>How much are Americans spending on Thanksgiving shopping?</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\">\nHow much are Americans spending on Thanksgiving shopping?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 18:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125285423","content_text":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.\nBy the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.\n\"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"\nShopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875907086,"gmtCreate":1637593021889,"gmtModify":1637593021889,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Whats behind the reasons that drove this high ?&nbsp; Been going up","listText":"Whats behind the reasons that drove this high ?&nbsp; Been going up","text":"Whats behind the reasons that drove this high ? Been going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875907086","repostId":"1158210333","repostType":4,"repost":{"id":"1158210333","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":1637592769,"share":"https://www.laohu8.com/m/news/1158210333?lang=&edition=full","pubTime":"2021-11-22 22:52","market":"us","language":"en","title":"Apple shares rose nearly 2% in early trading and hit a record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1158210333","media":"Tiger Newspress","summary":"Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.","content":"<p>Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfbbc5a5ac25a614e99178ea5fd19166\" tg-width=\"883\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></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>Apple shares rose nearly 2% in early trading and hit a record high</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\">\nApple shares rose nearly 2% in early trading and hit a record high\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\">2021-11-22 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfbbc5a5ac25a614e99178ea5fd19166\" tg-width=\"883\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158210333","content_text":"Apple shares rose nearly 2% in early trading and hit a record high.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875901269,"gmtCreate":1637592808560,"gmtModify":1637592808560,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875901269","repostId":"1105895929","repostType":4,"repost":{"id":"1105895929","kind":"news","pubTimestamp":1637591012,"share":"https://www.laohu8.com/m/news/1105895929?lang=&edition=full","pubTime":"2021-11-22 22:23","market":"us","language":"en","title":"Cybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1105895929","media":"Reuters","summary":"(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over ","content":"<p>(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the United States, a top executive told Reuters.</p>\n<p>Arctic Wolf has started interviewing investment banks and is expected to finalize advisors for its initial public offering (IPO) in the coming months.</p>\n<p>The company raised $150 million from investors including Viking Global Investors and Owl Rock in a private funding round in July that valued the startup at $4.3 billion.</p>\n<p>During the pandemic, Arctic Wolf benefited from higher investments in security solutions, as remote working arrangements forced companies to spend more on software tools that counter security threats.</p>\n<p>The Eden Prairie, Minnesota-based startup is aiming to go public in the second half of 2022, according to Chief Executive Nick Schneider.</p>\n<p>\"The acceleration in our growth is in part due to the impact of COVID on businesses and that's both around digital transformation...and people starting to work from anywhere who need protections on their internal network,\" said Schneider.</p>\n<p>Schneider, who took over as CEO in August, has been spearheading Arctic Wolf's efforts to expand internationally, as it attempts to put a governance structure in place before it goes public.</p>\n<p>Founded in 2012, Arctic Wolf provides security software tools and services to detect and help companies recover from cybersecurity threats. Its services are used by enterprises across several industries, including healthcare, financial services and manufacturing.</p>\n<p>Arctic Wolf generates revenue through a subscription model, which has grown by over 100% in the past year, it said.</p>\n<p>The company also counts Lightspeed Venture Partners and Redpoint Ventures among its investors.</p>","source":"lsy1612507957220","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>Cybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO</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\">\nCybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF"},"source_url":"https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105895929","content_text":"(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the United States, a top executive told Reuters.\nArctic Wolf has started interviewing investment banks and is expected to finalize advisors for its initial public offering (IPO) in the coming months.\nThe company raised $150 million from investors including Viking Global Investors and Owl Rock in a private funding round in July that valued the startup at $4.3 billion.\nDuring the pandemic, Arctic Wolf benefited from higher investments in security solutions, as remote working arrangements forced companies to spend more on software tools that counter security threats.\nThe Eden Prairie, Minnesota-based startup is aiming to go public in the second half of 2022, according to Chief Executive Nick Schneider.\n\"The acceleration in our growth is in part due to the impact of COVID on businesses and that's both around digital transformation...and people starting to work from anywhere who need protections on their internal network,\" said Schneider.\nSchneider, who took over as CEO in August, has been spearheading Arctic Wolf's efforts to expand internationally, as it attempts to put a governance structure in place before it goes public.\nFounded in 2012, Arctic Wolf provides security software tools and services to detect and help companies recover from cybersecurity threats. Its services are used by enterprises across several industries, including healthcare, financial services and manufacturing.\nArctic Wolf generates revenue through a subscription model, which has grown by over 100% in the past year, it said.\nThe company also counts Lightspeed Venture Partners and Redpoint Ventures among its investors.","news_type":1,"symbols_score_info":{"IPO":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878153621,"gmtCreate":1637161173629,"gmtModify":1637161173629,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878153621","repostId":"1176632260","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878352172,"gmtCreate":1637153710601,"gmtModify":1637153711366,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Yes consider adding&nbsp;Adobe Docusign","listText":"Yes consider adding&nbsp;Adobe Docusign","text":"Yes consider adding Adobe Docusign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878352172","repostId":"2184837496","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871230322,"gmtCreate":1637072752803,"gmtModify":1637072752874,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Buy now","listText":"Buy now","text":"Buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871230322","repostId":"2183800784","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871200468,"gmtCreate":1637070949332,"gmtModify":1637070949440,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Sales force","listText":"Sales force","text":"Sales force","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871200468","repostId":"2183800784","repostType":4,"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871097845,"gmtCreate":1636991932891,"gmtModify":1636991932891,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871097845","repostId":"1191935323","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873895761,"gmtCreate":1636905532956,"gmtModify":1636905532956,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873895761","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","kind":"news","pubTimestamp":1636854571,"share":"https://www.laohu8.com/m/news/1130613433?lang=&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p>A parade of retailers report earnings as their share prices remain buoyant</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d277b8ff1b6b6711ba0749313119f04\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Shutterstock</span></p>\n<p>Retailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can&nbsp;make or break retailers&nbsp;large and small.</p>\n<p>Analysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.</p>\n<p>It has been a good run for stocks of retailers in recent weeks, with the&nbsp;<b>SPDR S&amp;P Retail ETF</b>(NYSEARCA:<b><u>XRT</u></b>) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.</p>\n<p>Strong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.</p>\n<ul>\n <li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li>\n <li><b>Home Depot</b>(NYSE:<b><u>HD</u></b>)</li>\n <li><b>La-Z-Boy</b>(NYSE:<b><u>LZB</u></b>)</li>\n <li><b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>)</li>\n <li><b>Target</b>(NYSE:<b><u>TGT</u></b>)</li>\n <li><b>Macy’s</b>(NYSE:<b><u>M</u></b>)</li>\n <li><b>Foot Locker</b>(NYSE:<b><u>FL</u></b>)</li>\n</ul>\n<p><b>Walmart (WMT)</b></p>\n<p>First out of the gate&nbsp;next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.</p>\n<p>The retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.</p>\n<p>However, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.</p>\n<p>A strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking&nbsp;for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.</p>\n<p>The company has received several bullish analyst ratings recently, with&nbsp;<b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)&nbsp;adding the stockto its “conviction buy” list in October. The&nbsp;median price target&nbsp;on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.</p>\n<p><b>Home Depot (HD)</b></p>\n<p>Also reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.</p>\n<p>Year-to-date, HD stock is&nbsp;up nearly 40%&nbsp;at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.</p>\n<p>Analysts are forecasting&nbsp;that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.</p>\n<p>With home prices continuing to rise in the U.S.,up 20% in August&nbsp;this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.</p>\n<p><b>La-Z-Boy (LZB)</b></p>\n<p>Furniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.</p>\n<p>Over the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the&nbsp;stock remains down 7%&nbsp;on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.</p>\n<p>Analysts expect&nbsp;the company to announce Q3 EPS of 73 cents on revenues of $540 million.&nbsp; La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a&nbsp;clean balance sheet&nbsp;with $391.21 million in cash on hand and $362.64 million in total debt.</p>\n<p>Analysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.</p>\n<p><b>Lowe’s (LOW)</b></p>\n<p>Lowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.</p>\n<p>The rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.</p>\n<p>Equally impressive is the fact that Lowe’s says it now&nbsp;generates 25% of its revenues&nbsp;from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.</p>\n<p>In an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.</p>\n<p>Additionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast&nbsp;that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.</p>\n<p><b>Target (TGT)</b></p>\n<p>Target has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.</p>\n<p>However, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects&nbsp;slower growth&nbsp;from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.</p>\n<p>Much of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.</p>\n<p>Cornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating&nbsp;EPS of $2.81 on revenues of $24.59 billion.</p>\n<p><b>Macy’s (M)</b></p>\n<p>Macy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has&nbsp;increased 175%&nbsp;to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.</p>\n<p>Macy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.</p>\n<p>Founded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been&nbsp;targeted by activist group&nbsp;Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.</p>\n<p>The reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its&nbsp;latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.</p>\n<p><b>Foot Locker (FL)</b></p>\n<p>New York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.</p>\n<p>The company just announced that it is launching a brand&nbsp;new apparel line&nbsp;called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.</p>\n<p>The company also&nbsp;recently completed&nbsp;a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks&nbsp;growth opportunities&nbsp;outside its American home market.</p>\n<p>Analysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for&nbsp;the company to report EPS of $1.35 and revenues of $2.12 billion.</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>7 Earnings Reports to Watch Next Week</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\">\n7 Earnings Reports to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","LZB":"La-Z-Boy家具","LOW":"劳氏","WMT":"沃尔玛","FL":"富乐客","HD":"家得宝","TGT":"塔吉特"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1,"symbols_score_info":{"FL":0.9,"HD":0.9,"LOW":0.9,"LZB":0.9,"M":0.9,"TGT":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873892593,"gmtCreate":1636905197548,"gmtModify":1636905197548,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Shld I buy now?","listText":"Shld I buy now?","text":"Shld I buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873892593","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873896363,"gmtCreate":1636905001486,"gmtModify":1636905001486,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873896363","repostId":"2183048212","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845304902,"gmtCreate":1636276237902,"gmtModify":1636276237972,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845304902","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875907086,"gmtCreate":1637593021889,"gmtModify":1637593021889,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Whats behind the reasons that drove this high ?&nbsp; Been going up","listText":"Whats behind the reasons that drove this high ?&nbsp; Been going up","text":"Whats behind the reasons that drove this high ? Been going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875907086","repostId":"1158210333","repostType":4,"repost":{"id":"1158210333","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":1637592769,"share":"https://www.laohu8.com/m/news/1158210333?lang=&edition=full","pubTime":"2021-11-22 22:52","market":"us","language":"en","title":"Apple shares rose nearly 2% in early trading and hit a record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1158210333","media":"Tiger Newspress","summary":"Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.","content":"<p>Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfbbc5a5ac25a614e99178ea5fd19166\" tg-width=\"883\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></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>Apple shares rose nearly 2% in early trading and hit a record high</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; 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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\">\nApple shares rose nearly 2% in early trading and hit a record high\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\">2021-11-22 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;hit&nbsp;a&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfbbc5a5ac25a614e99178ea5fd19166\" tg-width=\"883\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158210333","content_text":"Apple shares rose nearly 2% in early trading and hit a record high.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605848173,"gmtCreate":1639148058186,"gmtModify":1639148160039,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Yes I think so","listText":"Yes I think so","text":"Yes I think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605848173","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p>\n<p>However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p>\n<p>A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>It's game on for GPUs</b></p>\n<p>Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p>\n<p>It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p>\n<p>Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p>\n<p>Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p>\n<p><b>Nvidia is about so much more than gaming</b></p>\n<p>The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p>\n<p>Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p>\n<p>Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p>\n<p>The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p>\n<p>The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p>\n<p>We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Time to ring the register</b></p>\n<p>That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p>\n<p>Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p>\n<p>So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</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>Will Nvidia Be a Trillion-Dollar Stock by Next 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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600896332,"gmtCreate":1638112888137,"gmtModify":1638112888137,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Interesting theme","listText":"Interesting theme","text":"Interesting theme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600896332","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875901269,"gmtCreate":1637592808560,"gmtModify":1637592808560,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875901269","repostId":"1105895929","repostType":4,"repost":{"id":"1105895929","kind":"news","pubTimestamp":1637591012,"share":"https://www.laohu8.com/m/news/1105895929?lang=&edition=full","pubTime":"2021-11-22 22:23","market":"us","language":"en","title":"Cybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1105895929","media":"Reuters","summary":"(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over ","content":"<p>(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the United States, a top executive told Reuters.</p>\n<p>Arctic Wolf has started interviewing investment banks and is expected to finalize advisors for its initial public offering (IPO) in the coming months.</p>\n<p>The company raised $150 million from investors including Viking Global Investors and Owl Rock in a private funding round in July that valued the startup at $4.3 billion.</p>\n<p>During the pandemic, Arctic Wolf benefited from higher investments in security solutions, as remote working arrangements forced companies to spend more on software tools that counter security threats.</p>\n<p>The Eden Prairie, Minnesota-based startup is aiming to go public in the second half of 2022, according to Chief Executive Nick Schneider.</p>\n<p>\"The acceleration in our growth is in part due to the impact of COVID on businesses and that's both around digital transformation...and people starting to work from anywhere who need protections on their internal network,\" said Schneider.</p>\n<p>Schneider, who took over as CEO in August, has been spearheading Arctic Wolf's efforts to expand internationally, as it attempts to put a governance structure in place before it goes public.</p>\n<p>Founded in 2012, Arctic Wolf provides security software tools and services to detect and help companies recover from cybersecurity threats. Its services are used by enterprises across several industries, including healthcare, financial services and manufacturing.</p>\n<p>Arctic Wolf generates revenue through a subscription model, which has grown by over 100% in the past year, it said.</p>\n<p>The company also counts Lightspeed Venture Partners and Redpoint Ventures among its investors.</p>","source":"lsy1612507957220","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>Cybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCybersecurity startup Arctic Wolf seeks to hire advisors for U.S. IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF"},"source_url":"https://finance.yahoo.com/news/cybersecurity-startup-arctic-wolf-seeks-140946279.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105895929","content_text":"(Reuters) - Cybersecurity startup Arctic Wolf, which recently raised funding at a valuation of over $4 billion, is seeking to hire financial advisors for a stock market listing early next year in the United States, a top executive told Reuters.\nArctic Wolf has started interviewing investment banks and is expected to finalize advisors for its initial public offering (IPO) in the coming months.\nThe company raised $150 million from investors including Viking Global Investors and Owl Rock in a private funding round in July that valued the startup at $4.3 billion.\nDuring the pandemic, Arctic Wolf benefited from higher investments in security solutions, as remote working arrangements forced companies to spend more on software tools that counter security threats.\nThe Eden Prairie, Minnesota-based startup is aiming to go public in the second half of 2022, according to Chief Executive Nick Schneider.\n\"The acceleration in our growth is in part due to the impact of COVID on businesses and that's both around digital transformation...and people starting to work from anywhere who need protections on their internal network,\" said Schneider.\nSchneider, who took over as CEO in August, has been spearheading Arctic Wolf's efforts to expand internationally, as it attempts to put a governance structure in place before it goes public.\nFounded in 2012, Arctic Wolf provides security software tools and services to detect and help companies recover from cybersecurity threats. Its services are used by enterprises across several industries, including healthcare, financial services and manufacturing.\nArctic Wolf generates revenue through a subscription model, which has grown by over 100% in the past year, it said.\nThe company also counts Lightspeed Venture Partners and Redpoint Ventures among its investors.","news_type":1,"symbols_score_info":{"IPO":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871230322,"gmtCreate":1637072752803,"gmtModify":1637072752874,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Buy now","listText":"Buy now","text":"Buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871230322","repostId":"2183800784","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601543759,"gmtCreate":1638544003978,"gmtModify":1638544003978,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Waiting&nbsp;","listText":"Waiting&nbsp;","text":"Waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601543759","repostId":"1175699025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871097845,"gmtCreate":1636991932891,"gmtModify":1636991932891,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871097845","repostId":"1191935323","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873895761,"gmtCreate":1636905532956,"gmtModify":1636905532956,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873895761","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","kind":"news","pubTimestamp":1636854571,"share":"https://www.laohu8.com/m/news/1130613433?lang=&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p>A parade of retailers report earnings as their share prices remain buoyant</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d277b8ff1b6b6711ba0749313119f04\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Shutterstock</span></p>\n<p>Retailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can&nbsp;make or break retailers&nbsp;large and small.</p>\n<p>Analysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.</p>\n<p>It has been a good run for stocks of retailers in recent weeks, with the&nbsp;<b>SPDR S&amp;P Retail ETF</b>(NYSEARCA:<b><u>XRT</u></b>) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.</p>\n<p>Strong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.</p>\n<ul>\n <li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li>\n <li><b>Home Depot</b>(NYSE:<b><u>HD</u></b>)</li>\n <li><b>La-Z-Boy</b>(NYSE:<b><u>LZB</u></b>)</li>\n <li><b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>)</li>\n <li><b>Target</b>(NYSE:<b><u>TGT</u></b>)</li>\n <li><b>Macy’s</b>(NYSE:<b><u>M</u></b>)</li>\n <li><b>Foot Locker</b>(NYSE:<b><u>FL</u></b>)</li>\n</ul>\n<p><b>Walmart (WMT)</b></p>\n<p>First out of the gate&nbsp;next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.</p>\n<p>The retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.</p>\n<p>However, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.</p>\n<p>A strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking&nbsp;for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.</p>\n<p>The company has received several bullish analyst ratings recently, with&nbsp;<b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)&nbsp;adding the stockto its “conviction buy” list in October. The&nbsp;median price target&nbsp;on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.</p>\n<p><b>Home Depot (HD)</b></p>\n<p>Also reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.</p>\n<p>Year-to-date, HD stock is&nbsp;up nearly 40%&nbsp;at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.</p>\n<p>Analysts are forecasting&nbsp;that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.</p>\n<p>With home prices continuing to rise in the U.S.,up 20% in August&nbsp;this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.</p>\n<p><b>La-Z-Boy (LZB)</b></p>\n<p>Furniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.</p>\n<p>Over the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the&nbsp;stock remains down 7%&nbsp;on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.</p>\n<p>Analysts expect&nbsp;the company to announce Q3 EPS of 73 cents on revenues of $540 million.&nbsp; La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a&nbsp;clean balance sheet&nbsp;with $391.21 million in cash on hand and $362.64 million in total debt.</p>\n<p>Analysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.</p>\n<p><b>Lowe’s (LOW)</b></p>\n<p>Lowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.</p>\n<p>The rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.</p>\n<p>Equally impressive is the fact that Lowe’s says it now&nbsp;generates 25% of its revenues&nbsp;from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.</p>\n<p>In an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.</p>\n<p>Additionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast&nbsp;that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.</p>\n<p><b>Target (TGT)</b></p>\n<p>Target has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.</p>\n<p>However, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects&nbsp;slower growth&nbsp;from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.</p>\n<p>Much of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.</p>\n<p>Cornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating&nbsp;EPS of $2.81 on revenues of $24.59 billion.</p>\n<p><b>Macy’s (M)</b></p>\n<p>Macy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has&nbsp;increased 175%&nbsp;to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.</p>\n<p>Macy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.</p>\n<p>Founded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been&nbsp;targeted by activist group&nbsp;Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.</p>\n<p>The reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its&nbsp;latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.</p>\n<p><b>Foot Locker (FL)</b></p>\n<p>New York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.</p>\n<p>The company just announced that it is launching a brand&nbsp;new apparel line&nbsp;called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.</p>\n<p>The company also&nbsp;recently completed&nbsp;a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks&nbsp;growth opportunities&nbsp;outside its American home market.</p>\n<p>Analysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for&nbsp;the company to report EPS of $1.35 and revenues of $2.12 billion.</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>7 Earnings Reports to Watch Next Week</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\">\n7 Earnings Reports to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","LZB":"La-Z-Boy家具","LOW":"劳氏","WMT":"沃尔玛","FL":"富乐客","HD":"家得宝","TGT":"塔吉特"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1,"symbols_score_info":{"FL":0.9,"HD":0.9,"LOW":0.9,"LZB":0.9,"M":0.9,"TGT":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866181150,"gmtCreate":1632747436370,"gmtModify":1632798152479,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Seems not","listText":"Seems not","text":"Seems not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866181150","repostId":"1145695816","repostType":4,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818492565,"gmtCreate":1630423770857,"gmtModify":1633678150908,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Why not 5000 by end of this year","listText":"Why not 5000 by end of this year","text":"Why not 5000 by end of this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818492565","repostId":"2163185185","repostType":4,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":878153621,"gmtCreate":1637161173629,"gmtModify":1637161173629,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878153621","repostId":"1176632260","repostType":4,"repost":{"id":"1176632260","kind":"news","pubTimestamp":1637158579,"share":"https://www.laohu8.com/m/news/1176632260?lang=&edition=full","pubTime":"2021-11-17 22:16","market":"us","language":"en","title":"Palantir Stock: The Bull Thesis Keeps Getting Stronger","url":"https://stock-news.laohu8.com/highlight/detail?id=1176632260","media":"seekingalpha","summary":"Summary\n\nDespite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir","content":"<p><b>Summary</b></p>\n<ul>\n <li>Despite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates.</li>\n <li>Palantir's long-term growth trajectory is intact, with management guiding for 30%+ CAGR sales growth through 2025. Furthermore, Palantir is already looking like a free cash flow machine in the making.</li>\n <li>The stock is undervalued at current levels, offering investors an excellent opportunity to generate long-term alpha.</li>\n <li>I rate Palantir a strong buy at ~$23.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>Palantir's (PLTR) latest quarterly results and forward guidance showed signs of decelerating growth. When sales growth decelerates, high-multiple growth stocks tend to come under pressure, and that's what happened with Palantir last week. In the near term, the stock market is a voting machine; however, in the long term, the market is a weighing machine. To be successful, investors must focus on the long term. Looking at Palantir's weak price action, it is easy to forget that Palantir is a truly special company with an impenetrable moat that includes superior technology, network effects (government and commercial relationships), visionary management, and a strong brand image (tied to anti-terrorism and nationalism). In my view, the latest sell-off in Palantir is a great long-term buying opportunity, and I will outline my reasoning in the following sections.</p>\n<p>As you may know, Palantir's vision is to become the most important software company on this planet. Today, Palantir's edge AI platforms have the potential to dominate the data OS and analytics space, which happens to be a rapidly growing market. With each passing quarter, Palantir is winning new customers, and as such, the bull thesis for Palantir keeps getting stronger. Now, Palantir's Q3 report was far from perfect as the company showed signs of a growth slowdown. However, Palantir's growing business momentum in the commercial sector and signs of a long-overdue moderation in stock-based compensation expenses strengthen the bullish thesis for the company. To learn more about my bullish thesis on Palantir, I recommend you to read the following notes:</p>\n<ol>\n <li>Palantir Is Uncannily Similar To Tesla</li>\n <li>Palantir Is Redefining Operating Systems For The Modern World</li>\n <li>Palantir Stock: Building An Army</li>\n</ol>\n<p>Before we derive the fair value and expected returns for Palantir, let's analyze Palantir's Q3 results in more detail.</p>\n<p><b>Breaking Down Palantir's Q3 Results</b></p>\n<p>In Q3, Palantir's revenue grew by 36% y/y to come in at $392M (ahead of management's guidance of $385M). Although Palantir beat on sales guidance, the sales growth decelerated significantly in Q3 2021 (from the 49% y/y growth seen in Q2 2021). At a time when IT spending is very healthy (as evidenced by Microsoft's stellar Q3 results), and data analytics software firms are supposed to outperform expectations as the economy returns to normalcy, why is Palantir's growth slowing down, where is the weakness coming from?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39599f1410f08819b841ca3cb5dad21f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>After registering an impressive 60%+ y/y growth in the first half of 2021, Palantir's government business growth slowed down drastically in Q3 2021. Although Palantir's government sector revenue growth rate dropped from 66% y/y in Q2 to 34% y/y in Q3, these results are by no means poor. The slowdown could just be a result of budget management as the government fiscal year ends in September. Now, Palantir's management has always maintained that their focus is on the long-term, and we understand that Palantir's growth could be lumpy due to the nature of its contracts. On a positive note, Palantir did win some deals during this quarter, including the $900M deal with the US Army for providing Intelligence Data Fabric and Analytics solutions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87b9454707f695d2944d0831e1dcfc64\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>In contrast to Palantir's government business, its commercial business is experiencing an acceleration in growth as the company moves downstream by offering its Foundry platform to select Day Zero companies (young startups) under its \"Foundry for Startups\" initiative. Palantir wants to become the primary data operating system provider for the next generation of tech behemoths, and this move downstream unlocks a massive market for the software provider. In Q3, Palantir's commercial revenue came in at $174M (~44% of total revenues), implying a growth rate of 37% y/y [US commercial revenue growth accelerated to 103% y/y). Hence, it is easy to see that Palantir's diversification efforts are starting to pay off. The commercial sector is a much larger market compared to the governmental sector; hence, Palantir gaining traction here outweighs its government business slowdown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3f6979dbeb3a9f06a44e34258ff7c6b\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>On the margin front, Palantir continues to report massive numbers. In Q3 2021, Palantir's adj. gross margin rose to 82% (up ~100 bps y/y), and the contribution margin expanded to 57% (up ~100 bps y/y). Now, Palantir is still not profitable due to a seemingly exorbitant stock-based compensation plan; however, with its margin profile, it is only a matter of time before Palantir becomes a very profitable business.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0cb8cf252718ea948f211d13fc9f4a4\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>For now, I am happy to see robust free cash flow generation from Palantir. So far in 2021, Palantir has generated $320M in adj. free cash flow (at 29% adj. FCF margin). Palantir is still in the hyper-growth phase, and so, I can see Palantir turning into an FCF machine over the 2020s - akin to today's big tech companies.</p>\n<p><img src=\"https://static.tigerbbs.com/bceb504dc349b3c31a9307c531595e44\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34495a6627f39f40acd745f911cfa795\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>For Q4, Palantir's management guided for revenues of $418M (sequential growth of $26M (+6.66% q/q)). Furthermore, Palantir guided for adj. operating margins to decline to 22%; however, they guided for 22% for Q3 2021, and the actual adj. operating margins came in at 30%. So, I think there's some level of sandbagging embedded into this guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da7d14573f4162af9e75a0122f8b3618\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>For 2021, Palantir is now expected to grow revenue to $1.527B (up 40% y/y) with adj. free cash flow of more than $400M. In the past, Alex Karp, Palantir's CEO, has guided for 30%+ CAGR sales growth through 2025. Hence, we can confidently expect the company to hit the $2B annual revenue milestone next year.</p>\n<p>Since its public listing, the bearish arguments against Palantir have been centered around limited traction among commercial customers and its bloated stock-based compensation plan. However, I think Palantir is proving these arguments to be false, and Q3 was a real conviction booster.</p>\n<p><b>The Bull Thesis Is Getting Stronger</b></p>\n<p>In Q3 2021, Palantir added 34 net new customers, i.e., 20% q/q growth in total customers. The commercial customer count outpaced total customer growth by growing at 46% q/q, representing clear business momentum for Palantir's commercial offerings.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65524e6cad63512b8c28545d2694003a\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>With Palantir now offering its Foundry platform to smaller companies, we can expect this commercial customer count to inflate over coming quarters and years. Many critics have labeled Palantir's SPAC investments as deals for buying revenue; however, we see these deals as strategic investments to prove the viability of Palantir's software platform across various use-cases in the commercial sector. Furthermore, Palantir's deal closure data (shared below) shows that Palantir's big investments in Sales and Marketing are paying off quite handsomely.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8870c2d7c6a9a734f125d76047ce3c1f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>At the end of Q3, Palantir had $3.6B in total remaining deal value [commercial remaining deal value of $2.2B (up 101% y/y)], giving the company a strong pipeline for the next few years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/835f52a8f182efefcd5e9eaeb63bcfef\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p>\n<p>A particularly thorny issue for Palantir's shareholders has been its bloated share-based compensation plan that makes the company look more like an employee cooperative rather than a publicly-traded for-profit corporation. Although Palantir's stock-based compensation ($184M; 47% of total revenues) remained at ultra-high levels in Q3 2021, the trend is clearly pointing towards moderation in SBC.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dbf880d002116e8df5fd9bc5e7b370\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p>\n<p>As Palantir scales up, revenues are growing rapidly, and the stock-based compensation [as a percentage of revenue] continues to decline. Hence, the bearish argument against Palantir is getting weaker with every passing quarter. Now, let's determine Palantir's fair value and expected returns to make an informed investment decision.</p>\n<p>Palantir's Fair Value And Expected Return</p>\n<p>To find Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n</ul>\n<p><i><b>Assumptions:</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/32607fd03d29b289a0e3bd216b0db20a\" tg-width=\"816\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>Results:</b></i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb459bd9b95d6732e939ad46b27dd73c\" tg-width=\"604\" tg-height=\"728\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>According to our model, Palantir is worth ~$31 per share, i.e., it is currently undervalued by ~27%. Hence, Palantir seems like a good buy here. However, we must also assess the expected returns for the stock to make an informed investment decision.</p>\n<p>To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple, i.e., 35x, to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns cross our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p>\n<p>Here are the expected returns for Palantir:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a12d02340653a630ec00875a082191\" tg-width=\"603\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>As per the results above, Palantir's stock is projected to grow from ~$23 to ~$132 at a CAGR of ~19% by 2031. Since these expected returns are higher than our investment hurdle rate of 15%, I rate Palantir a strong buy at ~$23.</p>\n<p><b>Looking At The Technical Picture</b></p>\n<p>In late September, I highlighted the following risks for Palantir:</p>\n<ul>\n <li>Palantir's management is focused on the long-term, and the company is expected to invest aggressively in the hunt for future sales growth, which in other words means Palantir will remain unprofitable in the near term. With rising inflation and growing bond yields, loss-making equities trading at big multiples (e.g., Palantir currently trades at ~35x P/S) could be in for a deep correction. Therefore, Palantir's stock could remain volatile over the next few months.</li>\n <li>As discussed today, Palantir now sits at crucial support around its 50-SMA and 200-SMA ($25), and a breakdown could open further downside move here towards the $20 mark. Hence, I prefer buying through a dollar-cost averaging plan over the next few months.</li>\n</ul>\n<p>Source:Palantir Stock: Building An Army</p>\n<p>Since then, Palantir's breakout from an inverse head and shoulders pattern proved to be a head fake, and the stock has broken down below its 200-DMA trendline after a death cross in early October. Due to an inflationary environment, the market sentiment is pretty bearish towards growth stocks (barring a few market darlings), and so, Palantir could yet have more downside in the short term. The $17.5 to $20 zone should serve as strong support for Palantir.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25025246a456372f13a3e9a1fd49daeb\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p>\n<p><b>Concluding Thoughts</b></p>\n<p>From a long-term perspective, I continue to think of Palantir as a next-gen big tech company that could very well command a market cap of trillions of dollars down the road. With growing momentum in the commercial sector and a monopolistic market share in the governmental defense software space, Palantir is one of the strongest long-term growth stories for the next decade. Although Palantir is not yet profitable, the company already generates massive amounts of free cash flow ($400M in 2021). Furthermore, Palantir's stock-based compensation is showing signs of moderation. Additionally, the valuation multiple (P/S of 23x based on 2022E revenue of $2B) has contracted significantly over the last ten months or so. With near-term volatility here to stay, I continue to recommend the use of a dollar-cost averaging plan to build a position in Palantir (up to 3-4% of portfolio). At $23 per share, Palantir is a strong buy.</p>\n<p><i><b>Key Takeaway: I rate Palantir a strong buy at $23</b></i></p>\n<p>This article was written by&nbsp;Ahan Vashi</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: The Bull Thesis Keeps Getting Stronger</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: The Bull Thesis Keeps Getting Stronger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4469410-palantir-stock-earnings-bull-thesis-stronger-commercial-business-momentum><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDespite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates...</p>\n\n<a href=\"https://seekingalpha.com/article/4469410-palantir-stock-earnings-bull-thesis-stronger-commercial-business-momentum\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4469410-palantir-stock-earnings-bull-thesis-stronger-commercial-business-momentum","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176632260","content_text":"Summary\n\nDespite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates.\nPalantir's long-term growth trajectory is intact, with management guiding for 30%+ CAGR sales growth through 2025. Furthermore, Palantir is already looking like a free cash flow machine in the making.\nThe stock is undervalued at current levels, offering investors an excellent opportunity to generate long-term alpha.\nI rate Palantir a strong buy at ~$23.\n\nMichael Vi/iStock Editorial via Getty Images\nIntroduction\nPalantir's (PLTR) latest quarterly results and forward guidance showed signs of decelerating growth. When sales growth decelerates, high-multiple growth stocks tend to come under pressure, and that's what happened with Palantir last week. In the near term, the stock market is a voting machine; however, in the long term, the market is a weighing machine. To be successful, investors must focus on the long term. Looking at Palantir's weak price action, it is easy to forget that Palantir is a truly special company with an impenetrable moat that includes superior technology, network effects (government and commercial relationships), visionary management, and a strong brand image (tied to anti-terrorism and nationalism). In my view, the latest sell-off in Palantir is a great long-term buying opportunity, and I will outline my reasoning in the following sections.\nAs you may know, Palantir's vision is to become the most important software company on this planet. Today, Palantir's edge AI platforms have the potential to dominate the data OS and analytics space, which happens to be a rapidly growing market. With each passing quarter, Palantir is winning new customers, and as such, the bull thesis for Palantir keeps getting stronger. Now, Palantir's Q3 report was far from perfect as the company showed signs of a growth slowdown. However, Palantir's growing business momentum in the commercial sector and signs of a long-overdue moderation in stock-based compensation expenses strengthen the bullish thesis for the company. To learn more about my bullish thesis on Palantir, I recommend you to read the following notes:\n\nPalantir Is Uncannily Similar To Tesla\nPalantir Is Redefining Operating Systems For The Modern World\nPalantir Stock: Building An Army\n\nBefore we derive the fair value and expected returns for Palantir, let's analyze Palantir's Q3 results in more detail.\nBreaking Down Palantir's Q3 Results\nIn Q3, Palantir's revenue grew by 36% y/y to come in at $392M (ahead of management's guidance of $385M). Although Palantir beat on sales guidance, the sales growth decelerated significantly in Q3 2021 (from the 49% y/y growth seen in Q2 2021). At a time when IT spending is very healthy (as evidenced by Microsoft's stellar Q3 results), and data analytics software firms are supposed to outperform expectations as the economy returns to normalcy, why is Palantir's growth slowing down, where is the weakness coming from?\nSource: Palantir Q3 2021 Earnings Presentation\nAfter registering an impressive 60%+ y/y growth in the first half of 2021, Palantir's government business growth slowed down drastically in Q3 2021. Although Palantir's government sector revenue growth rate dropped from 66% y/y in Q2 to 34% y/y in Q3, these results are by no means poor. The slowdown could just be a result of budget management as the government fiscal year ends in September. Now, Palantir's management has always maintained that their focus is on the long-term, and we understand that Palantir's growth could be lumpy due to the nature of its contracts. On a positive note, Palantir did win some deals during this quarter, including the $900M deal with the US Army for providing Intelligence Data Fabric and Analytics solutions.\nSource: Palantir Q3 2021 Earnings Presentation\nIn contrast to Palantir's government business, its commercial business is experiencing an acceleration in growth as the company moves downstream by offering its Foundry platform to select Day Zero companies (young startups) under its \"Foundry for Startups\" initiative. Palantir wants to become the primary data operating system provider for the next generation of tech behemoths, and this move downstream unlocks a massive market for the software provider. In Q3, Palantir's commercial revenue came in at $174M (~44% of total revenues), implying a growth rate of 37% y/y [US commercial revenue growth accelerated to 103% y/y). Hence, it is easy to see that Palantir's diversification efforts are starting to pay off. The commercial sector is a much larger market compared to the governmental sector; hence, Palantir gaining traction here outweighs its government business slowdown.\nSource: Palantir Q3 2021 Earnings Presentation\nOn the margin front, Palantir continues to report massive numbers. In Q3 2021, Palantir's adj. gross margin rose to 82% (up ~100 bps y/y), and the contribution margin expanded to 57% (up ~100 bps y/y). Now, Palantir is still not profitable due to a seemingly exorbitant stock-based compensation plan; however, with its margin profile, it is only a matter of time before Palantir becomes a very profitable business.\nSource: Palantir Q3 2021 Earnings Presentation\nFor now, I am happy to see robust free cash flow generation from Palantir. So far in 2021, Palantir has generated $320M in adj. free cash flow (at 29% adj. FCF margin). Palantir is still in the hyper-growth phase, and so, I can see Palantir turning into an FCF machine over the 2020s - akin to today's big tech companies.\n\nSource: Palantir Q3 2021 Earnings Presentation\nFor Q4, Palantir's management guided for revenues of $418M (sequential growth of $26M (+6.66% q/q)). Furthermore, Palantir guided for adj. operating margins to decline to 22%; however, they guided for 22% for Q3 2021, and the actual adj. operating margins came in at 30%. So, I think there's some level of sandbagging embedded into this guidance.\nSource: Palantir Q3 2021 Earnings Presentation\nFor 2021, Palantir is now expected to grow revenue to $1.527B (up 40% y/y) with adj. free cash flow of more than $400M. In the past, Alex Karp, Palantir's CEO, has guided for 30%+ CAGR sales growth through 2025. Hence, we can confidently expect the company to hit the $2B annual revenue milestone next year.\nSince its public listing, the bearish arguments against Palantir have been centered around limited traction among commercial customers and its bloated stock-based compensation plan. However, I think Palantir is proving these arguments to be false, and Q3 was a real conviction booster.\nThe Bull Thesis Is Getting Stronger\nIn Q3 2021, Palantir added 34 net new customers, i.e., 20% q/q growth in total customers. The commercial customer count outpaced total customer growth by growing at 46% q/q, representing clear business momentum for Palantir's commercial offerings.\nSource: Palantir Q3 2021 Earnings Presentation\nWith Palantir now offering its Foundry platform to smaller companies, we can expect this commercial customer count to inflate over coming quarters and years. Many critics have labeled Palantir's SPAC investments as deals for buying revenue; however, we see these deals as strategic investments to prove the viability of Palantir's software platform across various use-cases in the commercial sector. Furthermore, Palantir's deal closure data (shared below) shows that Palantir's big investments in Sales and Marketing are paying off quite handsomely.\nSource: Palantir Q3 2021 Earnings Presentation\nAt the end of Q3, Palantir had $3.6B in total remaining deal value [commercial remaining deal value of $2.2B (up 101% y/y)], giving the company a strong pipeline for the next few years.\nSource: Palantir Q3 2021 Earnings Presentation\nA particularly thorny issue for Palantir's shareholders has been its bloated share-based compensation plan that makes the company look more like an employee cooperative rather than a publicly-traded for-profit corporation. Although Palantir's stock-based compensation ($184M; 47% of total revenues) remained at ultra-high levels in Q3 2021, the trend is clearly pointing towards moderation in SBC.\nSource: YCharts\nAs Palantir scales up, revenues are growing rapidly, and the stock-based compensation [as a percentage of revenue] continues to decline. Hence, the bearish argument against Palantir is getting weaker with every passing quarter. Now, let's determine Palantir's fair value and expected returns to make an informed investment decision.\nPalantir's Fair Value And Expected Return\nTo find Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nAccording to our model, Palantir is worth ~$31 per share, i.e., it is currently undervalued by ~27%. Hence, Palantir seems like a good buy here. However, we must also assess the expected returns for the stock to make an informed investment decision.\nTo calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple, i.e., 35x, to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns cross our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nHere are the expected returns for Palantir:\nSource: L.A. Stevens Valuation Model\nAs per the results above, Palantir's stock is projected to grow from ~$23 to ~$132 at a CAGR of ~19% by 2031. Since these expected returns are higher than our investment hurdle rate of 15%, I rate Palantir a strong buy at ~$23.\nLooking At The Technical Picture\nIn late September, I highlighted the following risks for Palantir:\n\nPalantir's management is focused on the long-term, and the company is expected to invest aggressively in the hunt for future sales growth, which in other words means Palantir will remain unprofitable in the near term. With rising inflation and growing bond yields, loss-making equities trading at big multiples (e.g., Palantir currently trades at ~35x P/S) could be in for a deep correction. Therefore, Palantir's stock could remain volatile over the next few months.\nAs discussed today, Palantir now sits at crucial support around its 50-SMA and 200-SMA ($25), and a breakdown could open further downside move here towards the $20 mark. Hence, I prefer buying through a dollar-cost averaging plan over the next few months.\n\nSource:Palantir Stock: Building An Army\nSince then, Palantir's breakout from an inverse head and shoulders pattern proved to be a head fake, and the stock has broken down below its 200-DMA trendline after a death cross in early October. Due to an inflationary environment, the market sentiment is pretty bearish towards growth stocks (barring a few market darlings), and so, Palantir could yet have more downside in the short term. The $17.5 to $20 zone should serve as strong support for Palantir.\nSource: YCharts\nConcluding Thoughts\nFrom a long-term perspective, I continue to think of Palantir as a next-gen big tech company that could very well command a market cap of trillions of dollars down the road. With growing momentum in the commercial sector and a monopolistic market share in the governmental defense software space, Palantir is one of the strongest long-term growth stories for the next decade. Although Palantir is not yet profitable, the company already generates massive amounts of free cash flow ($400M in 2021). Furthermore, Palantir's stock-based compensation is showing signs of moderation. Additionally, the valuation multiple (P/S of 23x based on 2022E revenue of $2B) has contracted significantly over the last ten months or so. With near-term volatility here to stay, I continue to recommend the use of a dollar-cost averaging plan to build a position in Palantir (up to 3-4% of portfolio). At $23 per share, Palantir is a strong buy.\nKey Takeaway: I rate Palantir a strong buy at $23\nThis article was written by Ahan Vashi","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878352172,"gmtCreate":1637153710601,"gmtModify":1637153711366,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Yes consider adding&nbsp;Adobe Docusign","listText":"Yes consider adding&nbsp;Adobe Docusign","text":"Yes consider adding Adobe Docusign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878352172","repostId":"2184837496","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868242386,"gmtCreate":1632662705945,"gmtModify":1632798714335,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;why drop?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;why drop?&nbsp;","text":"$Alibaba(BABA)$ why drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868242386","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148046550,"gmtCreate":1625906042570,"gmtModify":1633936178610,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Worth looking now","listText":"Worth looking now","text":"Worth looking now","images":[{"img":"https://static.tigerbbs.com/6dfa62da4a9d4476715c1da2287fba9c","width":"1080","height":"3952"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148046550","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":699322798,"gmtCreate":1639751627931,"gmtModify":1639751627931,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699322798","repostId":"2192973737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604242498,"gmtCreate":1639407080311,"gmtModify":1639407080489,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILT\">$Gilat Satellite Networks(GILT)$</a>rest before up","listText":"<a href=\"https://laohu8.com/S/GILT\">$Gilat Satellite Networks(GILT)$</a>rest before up","text":"$Gilat Satellite Networks(GILT)$rest before up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604242498","isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605848648,"gmtCreate":1639148079298,"gmtModify":1639148160114,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605848648","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p>\n<p>However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p>\n<p>A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>It's game on for GPUs</b></p>\n<p>Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p>\n<p>It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p>\n<p>Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p>\n<p>Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p>\n<p><b>Nvidia is about so much more than gaming</b></p>\n<p>The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p>\n<p>Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p>\n<p>Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p>\n<p>The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p>\n<p>The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p>\n<p>We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Time to ring the register</b></p>\n<p>That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p>\n<p>Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p>\n<p>So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</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>Will Nvidia Be a Trillion-Dollar Stock by Next 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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877903391,"gmtCreate":1637852691546,"gmtModify":1637852691546,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877903391","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909801,"gmtCreate":1637852615171,"gmtModify":1637852615171,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"NEXT 10x stock","listText":"NEXT 10x stock","text":"NEXT 10x stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877909801","repostId":"2186916023","repostType":4,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874862963,"gmtCreate":1637759171362,"gmtModify":1637759171362,"author":{"id":"3582588859701757","authorId":"3582588859701757","name":"ali15","avatar":"https://static.tigerbbs.com/b11c168a1c4a0c88d535205f3e88a20b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582588859701757","authorIdStr":"3582588859701757"},"themes":[],"htmlText":"Safe play","listText":"Safe play","text":"Safe play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874862963","repostId":"1125285423","repostType":4,"repost":{"id":"1125285423","kind":"news","pubTimestamp":1637749572,"share":"https://www.laohu8.com/m/news/1125285423?lang=&edition=full","pubTime":"2021-11-24 18:26","market":"us","language":"en","title":"How much are Americans spending on Thanksgiving shopping?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125285423","media":"Seeking Alpha","summary":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M","content":"<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.</p>\n<p>By the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.</p>\n<p>\"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"</p>\n<p>Shopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.</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>How much are Americans spending on Thanksgiving shopping?</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\">\nHow much are Americans spending on Thanksgiving shopping?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 18:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125285423","content_text":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.\nBy the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.\n\"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"\nShopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}