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- Anna79Anna79
  ·2021-11-19
  Very headache [Cry]
  非常抱歉，此主贴已删除
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- Anna79Anna79
  ·2021-11-15
  😉😉
  BMW and Audi May Have McLaren in Their Sights
  BMW AG denied a Automobilwoche report that it’s interested in buying McLaren Automotive Ltd., while
  BMW and Audi May Have McLaren in Their Sights
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- Anna79Anna79
  ·2021-09-30
  [Miser] [Miser] [Miser] [Miser]
  非常抱歉，此主贴已删除
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- Anna79Anna79
  ·2021-08-17
  💰💰
  非常抱歉，此主贴已删除
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- Anna79Anna79
  ·2021-08-16
  😿😿
  Fed Officials Weigh Ending Asset Purchases by Mid-2022
  Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stay
  Fed Officials Weigh Ending Asset Purchases by Mid-2022
  555 评论
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- Anna79Anna79
  ·2021-08-14
  🚀🚀
  Palantir: 7 Interesting Things From The Q2 2021 Earnings Call
  Summary First, I briefly review the big news and highlights from PLTR's Q2 2021 business update. Se
  Palantir: 7 Interesting Things From The Q2 2021 Earnings Call
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- Anna79Anna79
  ·2021-08-14
  😱😱
  非常抱歉，此主贴已删除
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- Anna79Anna79
  ·2021-08-12
  🚀
  Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.
  Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong go
  Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.
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- Anna79Anna79
  ·2021-08-05
  //@Anna79:😅
  非常抱歉，此主贴已删除
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- Anna79Anna79
  ·2021-08-04
  😅
  非常抱歉，此主贴已删除
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14:53","market":"us","language":"en","title":"BMW and Audi May Have McLaren in Their Sights","url":"https://stock-news.laohu8.com/highlight/detail?id=1197513612","media":"Reuters","summary":"BMW AG denied a Automobilwoche report that it’s interested in buying McLaren Automotive Ltd., while ","content":"<p>BMW AG denied a Automobilwoche report that it’s interested in buying McLaren Automotive Ltd., while Volkswagen AG’s Audi unit suggested it might be open to some form of cooperation with the British supercar-maker.</p>\n<p>Both BMW and Audi are eyeing the company’s supercar business, with Audi also interested in the manufacturer’s Formula 1 racing team, Automobilwoche reported Sunday, without specifying where it got the information.</p>\n<p>A BMW spokesman said that the Automobilwoche article is “wrong.” A spokeswoman for Audi responded that the company “routinely considers various ideas for cooperation” as part of its “strategic deliberations.”</p>\n<p>BMW will hold talks with 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In July, the Woking, England-based company raised 550 million pounds ($738 million) from existing investors and the sale of preference shares and equity warrants to new backers Ares Management Corp. and Saudi Arabia’s Public Investment Fund. It also raised $620 million from a bond issue.</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>BMW and Audi May Have McLaren in Their Sights</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\">\nBMW and Audi May Have McLaren in Their Sights\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bmw-audi-may-mclaren-sights-150321076.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BMW AG denied a Automobilwoche report that it’s interested in buying McLaren Automotive Ltd., while Volkswagen AG’s Audi unit suggested it might be open to some form of cooperation with the British ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bmw-audi-may-mclaren-sights-150321076.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/bmw-audi-may-mclaren-sights-150321076.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197513612","content_text":"BMW AG denied a Automobilwoche report that it’s interested in buying McLaren Automotive Ltd., while Volkswagen AG’s Audi unit suggested it might be open to some form of cooperation with the British supercar-maker.\nBoth BMW and Audi are eyeing the company’s supercar business, with Audi also interested in the manufacturer’s Formula 1 racing team, Automobilwoche reported Sunday, without specifying where it got the information.\nA BMW spokesman said that the Automobilwoche article is “wrong.” A spokeswoman for Audi responded that the company “routinely considers various ideas for cooperation” as part of its “strategic deliberations.”\nBMW will hold talks with Bahrain’s sovereign wealth fund Mumtalakat, which controls McLaren, at the beginning of next month, Automobilwoche said.\nMcLaren has been attempting to repair its finances following the impact of the pandemic. In July, the Woking, England-based company raised 550 million pounds ($738 million) from existing investors and the sale of preference shares and equity warrants to new backers Ares Management Corp. and Saudi Arabia’s Public Investment Fund. It also raised $620 million from a bond issue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865796381,"gmtCreate":1633016032600,"gmtModify":1633016052031,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865796381","repostId":"2171895899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839664637,"gmtCreate":1629157435129,"gmtModify":1633687026867,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"💰💰","listText":"💰💰","text":"💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839664637","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839337010,"gmtCreate":1629121877030,"gmtModify":1633687252036,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"😿😿","listText":"😿😿","text":"😿😿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839337010","repostId":"1165935172","repostType":4,"repost":{"id":"1165935172","kind":"news","pubTimestamp":1629118103,"share":"https://www.laohu8.com/m/news/1165935172?lang=&edition=full","pubTime":"2021-08-16 20:48","market":"us","language":"en","title":"Fed Officials Weigh Ending Asset Purchases by Mid-2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1165935172","media":"The Wall Street Journal","summary":"Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stay","content":"<blockquote>\n Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n</blockquote>\n<p>Federal Reserve officials are nearing agreement to begin scaling back their easy money policies in about three months if the economic recovery continues, with some pushing to end their asset-purchase program by the middle of next year.</p>\n<p>In recent interviews and public statements, several have advocated for this timetable, which would enable them to raise interest rates sooner than currently anticipated if the economy makes rapid progress toward their goals.</p>\n<p>The central bank last December said it would continue the current pace of bond purchases until officials concluded they had achieved “substantial further progress” toward their goals of 2% average inflation and robust employment.</p>\n<p>Officials at their July 27-28 meetingdeliberated on two important questions: when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them. The Fed is set to release on Wednesday minutes of the meeting that could provide further clues about those discussions.</p>\n<p>The answers are important to financial markets because Fed officials have said they would prefer to conclude the bond-buying program before considering when to raise interest rates from near-zero. At their June 15-16 policy meeting, 13 of 18 Fed officials projected they would raise rates by the end of 2023; seven expected to do so by the end of 2022.</p>\n<p>Fed Chairman Jerome Powell said at a July 28 news conference that the Fed was still “a ways away from considering raising interest rates. It’s not something that is on our radar screen right now.”</p>\n<p>A recent run ofstrong hiring reportshave strengthened the case for the Fed to announce at its next meeting, Sept. 21-22, its intentions to start tapering, potentially as soon as its following meeting in November.</p>\n<p><img src=\"https://static.tigerbbs.com/6fcf5a9a0b2244055076f521102b5b4a\" tg-width=\"317\" tg-height=\"412\" width=\"100%\" height=\"auto\">“I do expect we are going to be at the point where we’ve seen substantial further progress…probably later this year,” said Chicago Fed President Charles Evans in avirtual roundtable with reporterslast week.</p>\n<p>Boston Fed President Eric Rosengren said in an interview he expected to see by the Sept. 21-22 meeting enough job growth to meet the criteria for reducing bond purchases. “That would set up some time this fall a possible tapering that is dependent on the Delta variant and other variants not slowing down the labor market substantially,” he said in an interview last week. Mr. Rosengren said he hopes that if strong economic growth continues, “we’re done with the tapering program…towards the middle of next year.”</p>\n<p>The Fed wound down its previous bond-buying program very gradually, reducing its purchases over the course of 10 months. But in December 2013, when it announced that it would soon start that process, the economy was weaker, with higher unemployment and low inflation.</p>\n<p>Officials had another reason for caution back then because they were stunned by a surge in long-term Treasury yields, dubbed the “taper tantrum,” that occurred in the middle of 2013, after then-Chair Ben Bernanke suggested they might soon reduce their asset purchases.</p>\n<p>The Fed now finds itself in a very different position. The economy is growing rapidly. Unemployment is much lower, at 5.4% in July.Inflation is much hotter. And bond yields have tumbled this year even as the central bank has discussed plans to reduce bond purchases.</p>\n<p>The asset purchases aim to stimulate the economy by holding down long-term interest rates to spur borrowing and spending. Mr. Rosengren pointed to recentsurges in home pricesas evidence that the program may be nearing a point of diminishing returns. “If you can’t get housing materials and you can’t get construction workers to come back on site, but we do increase demand for housing, then it doesn’t do much for our employment mandate—but it does increase housing prices more than it otherwise would,” he said.</p>\n<p>Dallas Fed President Robert Kaplan agreed. “These purchases are very well designed to stimulate demand, but we don’t have a demand problem,” he said in an interview. “In the aftermath of the Great Recession, we did. So I don’t want to use the playbook from 2009 to 2013.”</p>\n<p>Some other officials have argued for more patience. Fed governor Lael Brainard indicated last month she wanted to see September hiring data, which won’t be available until early October, before deciding. That would hold off any tapering until no sooner than the Fed’s Nov. 2-3 meeting.</p>\n<p>San Francisco Fed President Mary Daly said in an interview last week she thinks the economy should support “beginning to taper later this year, or maybe next.” Labor markets are “really strong—getting stronger,” she said.</p>\n<p>Ms. Daly said it was too soon to say how the Fed should reduce the purchases. “Those things haven’t been decided,” she said.</p>\n<p>Likewise, Mr. Evans didn’t say how soon he thought the Fed would need to wind down its purchases. He expects inflation to fall back to 2% by the end of next year, which would argue for less urgency to withdraw monetary stimulus.</p>\n<p>“My own outlook is, we’re gonna be more challenged in getting inflation to confidently stay up in the 2% or 2.1% or 2.2%” range, he said. “If others had more confidence that inflation was going to be higher on a sustainable basis, then that…quicker tapering could be the right path.”</p>\n<p>Fed officials have yet to decidewhether to reduce their purchasesof Treasurys and mortgage-backed securities at the same pace.</p>\n<p>Mr. Rosengren said he would prefer to reduce them monthly by equal quantities. Because the Fed is buying twice as many Treasurys as mortgage-backed securities, that would result in mortgage-bond purchases ending in half the time as Treasury purchases.</p>\n<p>Mr. Kaplan said he favors reducing the purchases of both types of bonds over the course of eight months, or by $10 billion for Treasurys and $5 billion for mortgage-backed securities a month. “That strikes me as the most prudent course: start soon, and go gradually, and for me, gradually means eight months,” he said.</p>\n<p>St. Louis Fed President James Bullard said he wants to start paring assets in October and conclude the program by March, reducing the purchases of Treasurys by $20 billion a month and mortgage bonds by $10 billion a month. Fed governor Christopher Waller has outlined a similar preference.</p>\n<p>Even though “that would be a fairly rapid pullout of the asset-purchase program,” Mr. Bullard said in an interview last week that he thought it would give the Fed more flexibility to determine whether to raise rates later next year. “I don’t want to have to move too rapidly [to raise rates] because it can be very disruptive, so I think that the pace I’m suggesting would give us a lot more optionality in 2022 if we needed to use it.”</p>\n<p>Mr. Kaplan said by reducing asset purchases sooner, the Fed might be able to wait longer before it has to raise interest rates. “By getting a more appropriate stance of monetary policy now or soon, it might actually allow you to be more flexible and be more patient on how you adjust the federal-funds rate down the road,” he said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Officials Weigh Ending Asset Purchases by Mid-2022</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\">\nFed Officials Weigh Ending Asset Purchases by Mid-2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n\nFederal Reserve officials are nearing agreement to begin ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/fed-officials-weigh-ending-asset-purchases-by-mid-2022-11629106200","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165935172","content_text":"Reducing bond buying sooner could provide more flexibility to raise interest rates if inflation stays high and unemployment falls rapidly.\n\nFederal Reserve officials are nearing agreement to begin scaling back their easy money policies in about three months if the economic recovery continues, with some pushing to end their asset-purchase program by the middle of next year.\nIn recent interviews and public statements, several have advocated for this timetable, which would enable them to raise interest rates sooner than currently anticipated if the economy makes rapid progress toward their goals.\nThe central bank last December said it would continue the current pace of bond purchases until officials concluded they had achieved “substantial further progress” toward their goals of 2% average inflation and robust employment.\nOfficials at their July 27-28 meetingdeliberated on two important questions: when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them. The Fed is set to release on Wednesday minutes of the meeting that could provide further clues about those discussions.\nThe answers are important to financial markets because Fed officials have said they would prefer to conclude the bond-buying program before considering when to raise interest rates from near-zero. At their June 15-16 policy meeting, 13 of 18 Fed officials projected they would raise rates by the end of 2023; seven expected to do so by the end of 2022.\nFed Chairman Jerome Powell said at a July 28 news conference that the Fed was still “a ways away from considering raising interest rates. It’s not something that is on our radar screen right now.”\nA recent run ofstrong hiring reportshave strengthened the case for the Fed to announce at its next meeting, Sept. 21-22, its intentions to start tapering, potentially as soon as its following meeting in November.\n“I do expect we are going to be at the point where we’ve seen substantial further progress…probably later this year,” said Chicago Fed President Charles Evans in avirtual roundtable with reporterslast week.\nBoston Fed President Eric Rosengren said in an interview he expected to see by the Sept. 21-22 meeting enough job growth to meet the criteria for reducing bond purchases. “That would set up some time this fall a possible tapering that is dependent on the Delta variant and other variants not slowing down the labor market substantially,” he said in an interview last week. Mr. Rosengren said he hopes that if strong economic growth continues, “we’re done with the tapering program…towards the middle of next year.”\nThe Fed wound down its previous bond-buying program very gradually, reducing its purchases over the course of 10 months. But in December 2013, when it announced that it would soon start that process, the economy was weaker, with higher unemployment and low inflation.\nOfficials had another reason for caution back then because they were stunned by a surge in long-term Treasury yields, dubbed the “taper tantrum,” that occurred in the middle of 2013, after then-Chair Ben Bernanke suggested they might soon reduce their asset purchases.\nThe Fed now finds itself in a very different position. The economy is growing rapidly. Unemployment is much lower, at 5.4% in July.Inflation is much hotter. And bond yields have tumbled this year even as the central bank has discussed plans to reduce bond purchases.\nThe asset purchases aim to stimulate the economy by holding down long-term interest rates to spur borrowing and spending. Mr. Rosengren pointed to recentsurges in home pricesas evidence that the program may be nearing a point of diminishing returns. “If you can’t get housing materials and you can’t get construction workers to come back on site, but we do increase demand for housing, then it doesn’t do much for our employment mandate—but it does increase housing prices more than it otherwise would,” he said.\nDallas Fed President Robert Kaplan agreed. “These purchases are very well designed to stimulate demand, but we don’t have a demand problem,” he said in an interview. “In the aftermath of the Great Recession, we did. So I don’t want to use the playbook from 2009 to 2013.”\nSome other officials have argued for more patience. Fed governor Lael Brainard indicated last month she wanted to see September hiring data, which won’t be available until early October, before deciding. That would hold off any tapering until no sooner than the Fed’s Nov. 2-3 meeting.\nSan Francisco Fed President Mary Daly said in an interview last week she thinks the economy should support “beginning to taper later this year, or maybe next.” Labor markets are “really strong—getting stronger,” she said.\nMs. Daly said it was too soon to say how the Fed should reduce the purchases. “Those things haven’t been decided,” she said.\nLikewise, Mr. Evans didn’t say how soon he thought the Fed would need to wind down its purchases. He expects inflation to fall back to 2% by the end of next year, which would argue for less urgency to withdraw monetary stimulus.\n“My own outlook is, we’re gonna be more challenged in getting inflation to confidently stay up in the 2% or 2.1% or 2.2%” range, he said. “If others had more confidence that inflation was going to be higher on a sustainable basis, then that…quicker tapering could be the right path.”\nFed officials have yet to decidewhether to reduce their purchasesof Treasurys and mortgage-backed securities at the same pace.\nMr. Rosengren said he would prefer to reduce them monthly by equal quantities. Because the Fed is buying twice as many Treasurys as mortgage-backed securities, that would result in mortgage-bond purchases ending in half the time as Treasury purchases.\nMr. Kaplan said he favors reducing the purchases of both types of bonds over the course of eight months, or by $10 billion for Treasurys and $5 billion for mortgage-backed securities a month. “That strikes me as the most prudent course: start soon, and go gradually, and for me, gradually means eight months,” he said.\nSt. Louis Fed President James Bullard said he wants to start paring assets in October and conclude the program by March, reducing the purchases of Treasurys by $20 billion a month and mortgage bonds by $10 billion a month. Fed governor Christopher Waller has outlined a similar preference.\nEven though “that would be a fairly rapid pullout of the asset-purchase program,” Mr. Bullard said in an interview last week that he thought it would give the Fed more flexibility to determine whether to raise rates later next year. “I don’t want to have to move too rapidly [to raise rates] because it can be very disruptive, so I think that the pace I’m suggesting would give us a lot more optionality in 2022 if we needed to use it.”\nMr. Kaplan said by reducing asset purchases sooner, the Fed might be able to wait longer before it has to raise interest rates. “By getting a more appropriate stance of monetary policy now or soon, it might actually allow you to be more flexible and be more patient on how you adjust the federal-funds rate down the road,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897249587,"gmtCreate":1628929112249,"gmtModify":1633688423153,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"🚀🚀","listText":"🚀🚀","text":"🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897249587","repostId":"1196882604","repostType":4,"repost":{"id":"1196882604","kind":"news","pubTimestamp":1628898125,"share":"https://www.laohu8.com/m/news/1196882604?lang=&edition=full","pubTime":"2021-08-14 07:42","market":"us","language":"en","title":"Palantir: 7 Interesting Things From The Q2 2021 Earnings Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1196882604","media":"seekingalpha","summary":"Summary\n\nFirst, I briefly review the big news and highlights from PLTR's Q2 2021 business update.\nSe","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I briefly review the big news and highlights from PLTR's Q2 2021 business update.</li>\n <li>Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call.</li>\n <li>Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared.</li>\n <li>Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/028b3e3b1d2c99f3ee26f213c2fc069f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"><span>zirconicusso/iStock via Getty Images</span></p>\n<p>It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth and&nbsp;increased cash flow outlook.</p>\n<p>Here, I'll just highlight those numbers then I'll turn to a few things that came up directly on the earnings call that surprised me.</p>\n<p>First, revenue was up 49%, beating the estimates. it's notable that commercial revenue was up an eye-popping 90%, because it's an area that bears have complained about. This mostly squashes the idea that PLTR is only driven by secret government contracts.</p>\n<p>Second, PLTR closed a ton of deals in Q2. Specifically, they scored 62 deals worth $1 million or more. I like this view:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37ecc00151018d803161b75c01bb4571\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"><span>Source:Palantir Q2 2021 Business Update</span></p>\n<p>Of course, the YoY remaining deal value is interesting but I like the blunt look into the deal size, with&nbsp;<i>30 deals over $5 million and 21 deals over $10 million</i>, because it indicates an ever-spreading reach of customers. That's exactly what's required to drive long-term revenue growth, but also stability.</p>\n<p>Third, it's looking like Q3 is going to work out fairly well. Sales are projected to be about $5 million great than consensus. And, as I've already mentioned, PLTR raised its free cash flow outlook. To be clear, the jump is rather big, going from greater than $150 million to now greater than $300 million.</p>\n<p>I didn't see or hear much about changes in annual revenue growth, but one thing is crystal clear -<i>I do not expect growth to slow down</i>. And, per the presentation and earnings call, growth is expected at 30% or more this year, and then through 2025.</p>\n<p>Interestingly, revenue grew by 49% in Q1 YoY, generating $341 between government and commercial. And now, in Q2, revenue grew by 49% YoY to $376 million. That's two quarters in a row at 49%. It's for this reason that I stick by&nbsp;what I previously wrote about PLTR sandbagging:</p>\n<blockquote>\n In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapss&nbsp;andbagging&nbsp;to keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025.\n</blockquote>\n<p>I'll have to dive in deeper in a future article to see exactly how current and future growth projections line up against the hard numbers that have come in. For now, my point is simply that they've set the bar at a reasonable albeit conservative level and seeing beats like this is not too shocking, but also encouraging.<i>They're managing Wall Street and the analysts fairly well.</i></p>\n<p>Fourth, in addition to new customer acquisition, the revenue dollar value for PLTR's top 20 customers continues to march upward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fba540de7f84e50e602dc943d5e985f\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p>\n<p>If it's not completely obvious, this is worth watching since it gives us some confidence that<i>customers are happy and they are sticking</i>. It's not a perfect indicator, but it's still pretty good since unhappy customers aren't going to keep paying PLTR, over and over. Other companies have a tendency to either focus too much on milking current \"cash cow\" customers or getting hyper aggressive about new customers. In the Q2 2021 update, we're seeing a great flow of new customers and then this indicator of growing long-term customer value. It's a delicate but critical balance. I'll continue to watch this in Q3.</p>\n<p>Fifth,in Q1, we heard about \"Day Zero\" customers. Here's a taste:</p>\n<blockquote>\n We are seeing opportunities for companies to build their digital infrastructure around foundry from day zero, where they can shave years off their ramps and mountains of risk off their roadmaps by cost efficiently standing on the shoulders of 15 years and more than $2 billion of R&amp;D. And we see this as the first salvo in expanding distribution of foundry to broader markets and a broader set of customers.\n</blockquote>\n<p>In Q2, PLTR leadership continued to push this theme, highlighting Roivant, Celularity and Wejo, for example. The idea is to get these companies using Foundry while they are just getting started, or otherwise very small. They're treating Foundry as the \"operating system\" of these businesses.</p>\n<p>Supporting this thrust,<i>PLTR added another 60 sales hires</i>. If I recall correctly, they hired about 50 sales people in Q1, so they are steadily adding headcount in sales and marketing, without going gangbusters. That said, their pipeline is accelerating, with active commercial pilots up 26% since the end of April.</p>\n<p>Sixth, I heard leadership quickly say that they have paid off what they owed, and that<i>PLTR is now debt free</i>. In a future article, I'll have to do a deeper dive, but I wanted to report it here since I have an affinity for extremely strong balance sheets. It's possible I didn't understand the comment on the call, but I'm pretty sure that I've got it right. I reviewed the Q2 2021 business presentation but didn't see any notes on this so I'll have to revisit this at a later point. But again, I think I've got it right, and it's great news.</p>\n<p>Lastly, there was a question about Alex Karp's executive compensation, and specifically about the relentless insider selling. Before I get to that, here's some quick background&nbsp;reported by CNBC back in April 2021:</p>\n<blockquote>\n Palantir CEO Alex Karp earned compensation worth about $1.1 billion in 2020, primarily through equity awards granted shortly before his software company went public.In a proxy filing on Thursday, Palantir said the bulk of Karp’s pay was tied to options worth $797.9 million, with another $296.4 million for stock awards. The outsized package is the result of an equity incentive plan agreed upon last year, giving Karp 141 million options that begin vesting in August 2021. Each quarter, 2.5 percent of the equity will vest.\n</blockquote>\n<p>Now, here's just a quick peek about what that selling looks like:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9b2c725b59681121eec807c4650b5ad\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source:Nasdaq</span></p>\n<p>Obviously, the action here is pretty intense and it's why it was brought up for consideration. Now, for the sake of simplicity, I'm going to paraphrase the scripted response that was read out loud. In short, Alex Karp has a huge number of options. These options are \"old\" and apparently must be exercised now; I believe before the end of 2021. Furthermore, the selling is automatic, which seems to line up pretty well with the data I've captured above. In other words,<i>Karp's selling isn't because he's lost faith in the company</i>.</p>\n<p>Karp's salary is just over $1 million, which isn't too bad, but it's also not crazy. Clearly, PLTR stock and options are fueling his incredible compensation package. This is a bit frustrating to track, however, when the options vest, get exercised and then sold there are also tremendous taxes to pay. So, in part, Karp is necessarily working through the process of exercising long-term options, while handling tax obligations on a rational schedule.</p>\n<p>Again, all of this is to say two things. Karp's made a ton of money but at the same time, he hasn't given up on PLTR. His selling doesn't say anything substantial about PLTR's future, in my opinion. It's his own mind-boggling personal finance process, that's on display in public as the CEO of PLTR.</p>\n<p>Summarizing everything, PLTR had a strong quarter in Q3 2021 looks like it should be strong as well:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e76043e7ef8c08556e6972aa0b37d66\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p>\n<p>And, very quickly,per my previous article:</p>\n<blockquote>\n I'll be looking for a deceleration in stock-based compensation expenses. I'll be looking for strong growth in both government and commercial. I'll be looking at Q2 growth, given the high bar set with&nbsp;49% growth in Q1 2021. I'll be looking at total remaining deal value, which was about $2.8 billion at the end of Q1 (and up 40% YoY). I am expecting contribution margin to remain high, and hopefully over 60% in Q2.\n</blockquote>\n<ul>\n <li>Stock based compensation increased. I'll have to review this more closely in a future article. It's still a major thorn in my side. Virtually every chart has this phrase in the footnotes:<i>\"...excludes stock-based compensation and related employer payroll taxes.\"</i>It's my #1 issue with PLTR.</li>\n <li>Q2 growth was excellent, as I've pointed out. Both government and commercial did well. And, long-term customers keep sticking and spending, more and more. I like what I'm seeing in terms of growth.</li>\n <li>Deal value increased 63% to $3.4 billion. So, they did very well in that department. That gives us a glimpse into future sales and related growth.</li>\n <li>Lastly, contribution margin didn't hit my big goal of 60%, but it still improved strongly to 58% in Q2 2021 from 55% in Q2 2020.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 7 Interesting Things From The Q2 2021 Earnings Call</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: 7 Interesting Things From The Q2 2021 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448920-palantir-seven-interesting-things-from-q2-2021-earnings-call><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I briefly review the big news and highlights from PLTR's Q2 2021 business update.\nSecond, I cover some of the details that are less well-known, including comments made by leadership on...</p>\n\n<a href=\"https://seekingalpha.com/article/4448920-palantir-seven-interesting-things-from-q2-2021-earnings-call\">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/4448920-palantir-seven-interesting-things-from-q2-2021-earnings-call","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196882604","content_text":"Summary\n\nFirst, I briefly review the big news and highlights from PLTR's Q2 2021 business update.\nSecond, I cover some of the details that are less well-known, including comments made by leadership on the earnings call.\nThird, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared.\nLastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.\n\nzirconicusso/iStock via Getty Images\nIt's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth and increased cash flow outlook.\nHere, I'll just highlight those numbers then I'll turn to a few things that came up directly on the earnings call that surprised me.\nFirst, revenue was up 49%, beating the estimates. it's notable that commercial revenue was up an eye-popping 90%, because it's an area that bears have complained about. This mostly squashes the idea that PLTR is only driven by secret government contracts.\nSecond, PLTR closed a ton of deals in Q2. Specifically, they scored 62 deals worth $1 million or more. I like this view:\nSource:Palantir Q2 2021 Business Update\nOf course, the YoY remaining deal value is interesting but I like the blunt look into the deal size, with 30 deals over $5 million and 21 deals over $10 million, because it indicates an ever-spreading reach of customers. That's exactly what's required to drive long-term revenue growth, but also stability.\nThird, it's looking like Q3 is going to work out fairly well. Sales are projected to be about $5 million great than consensus. And, as I've already mentioned, PLTR raised its free cash flow outlook. To be clear, the jump is rather big, going from greater than $150 million to now greater than $300 million.\nI didn't see or hear much about changes in annual revenue growth, but one thing is crystal clear -I do not expect growth to slow down. And, per the presentation and earnings call, growth is expected at 30% or more this year, and then through 2025.\nInterestingly, revenue grew by 49% in Q1 YoY, generating $341 between government and commercial. And now, in Q2, revenue grew by 49% YoY to $376 million. That's two quarters in a row at 49%. It's for this reason that I stick by what I previously wrote about PLTR sandbagging:\n\n In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapss andbagging to keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025.\n\nI'll have to dive in deeper in a future article to see exactly how current and future growth projections line up against the hard numbers that have come in. For now, my point is simply that they've set the bar at a reasonable albeit conservative level and seeing beats like this is not too shocking, but also encouraging.They're managing Wall Street and the analysts fairly well.\nFourth, in addition to new customer acquisition, the revenue dollar value for PLTR's top 20 customers continues to march upward.\nSource: Palantir Q2 2021 Business Update\nIf it's not completely obvious, this is worth watching since it gives us some confidence thatcustomers are happy and they are sticking. It's not a perfect indicator, but it's still pretty good since unhappy customers aren't going to keep paying PLTR, over and over. Other companies have a tendency to either focus too much on milking current \"cash cow\" customers or getting hyper aggressive about new customers. In the Q2 2021 update, we're seeing a great flow of new customers and then this indicator of growing long-term customer value. It's a delicate but critical balance. I'll continue to watch this in Q3.\nFifth,in Q1, we heard about \"Day Zero\" customers. Here's a taste:\n\n We are seeing opportunities for companies to build their digital infrastructure around foundry from day zero, where they can shave years off their ramps and mountains of risk off their roadmaps by cost efficiently standing on the shoulders of 15 years and more than $2 billion of R&D. And we see this as the first salvo in expanding distribution of foundry to broader markets and a broader set of customers.\n\nIn Q2, PLTR leadership continued to push this theme, highlighting Roivant, Celularity and Wejo, for example. The idea is to get these companies using Foundry while they are just getting started, or otherwise very small. They're treating Foundry as the \"operating system\" of these businesses.\nSupporting this thrust,PLTR added another 60 sales hires. If I recall correctly, they hired about 50 sales people in Q1, so they are steadily adding headcount in sales and marketing, without going gangbusters. That said, their pipeline is accelerating, with active commercial pilots up 26% since the end of April.\nSixth, I heard leadership quickly say that they have paid off what they owed, and thatPLTR is now debt free. In a future article, I'll have to do a deeper dive, but I wanted to report it here since I have an affinity for extremely strong balance sheets. It's possible I didn't understand the comment on the call, but I'm pretty sure that I've got it right. I reviewed the Q2 2021 business presentation but didn't see any notes on this so I'll have to revisit this at a later point. But again, I think I've got it right, and it's great news.\nLastly, there was a question about Alex Karp's executive compensation, and specifically about the relentless insider selling. Before I get to that, here's some quick background reported by CNBC back in April 2021:\n\n Palantir CEO Alex Karp earned compensation worth about $1.1 billion in 2020, primarily through equity awards granted shortly before his software company went public.In a proxy filing on Thursday, Palantir said the bulk of Karp’s pay was tied to options worth $797.9 million, with another $296.4 million for stock awards. The outsized package is the result of an equity incentive plan agreed upon last year, giving Karp 141 million options that begin vesting in August 2021. Each quarter, 2.5 percent of the equity will vest.\n\nNow, here's just a quick peek about what that selling looks like:\nSource:Nasdaq\nObviously, the action here is pretty intense and it's why it was brought up for consideration. Now, for the sake of simplicity, I'm going to paraphrase the scripted response that was read out loud. In short, Alex Karp has a huge number of options. These options are \"old\" and apparently must be exercised now; I believe before the end of 2021. Furthermore, the selling is automatic, which seems to line up pretty well with the data I've captured above. In other words,Karp's selling isn't because he's lost faith in the company.\nKarp's salary is just over $1 million, which isn't too bad, but it's also not crazy. Clearly, PLTR stock and options are fueling his incredible compensation package. This is a bit frustrating to track, however, when the options vest, get exercised and then sold there are also tremendous taxes to pay. So, in part, Karp is necessarily working through the process of exercising long-term options, while handling tax obligations on a rational schedule.\nAgain, all of this is to say two things. Karp's made a ton of money but at the same time, he hasn't given up on PLTR. His selling doesn't say anything substantial about PLTR's future, in my opinion. It's his own mind-boggling personal finance process, that's on display in public as the CEO of PLTR.\nSummarizing everything, PLTR had a strong quarter in Q3 2021 looks like it should be strong as well:\nSource: Palantir Q2 2021 Business Update\nAnd, very quickly,per my previous article:\n\n I'll be looking for a deceleration in stock-based compensation expenses. I'll be looking for strong growth in both government and commercial. I'll be looking at Q2 growth, given the high bar set with 49% growth in Q1 2021. I'll be looking at total remaining deal value, which was about $2.8 billion at the end of Q1 (and up 40% YoY). I am expecting contribution margin to remain high, and hopefully over 60% in Q2.\n\n\nStock based compensation increased. I'll have to review this more closely in a future article. It's still a major thorn in my side. Virtually every chart has this phrase in the footnotes:\"...excludes stock-based compensation and related employer payroll taxes.\"It's my #1 issue with PLTR.\nQ2 growth was excellent, as I've pointed out. Both government and commercial did well. And, long-term customers keep sticking and spending, more and more. I like what I'm seeing in terms of growth.\nDeal value increased 63% to $3.4 billion. So, they did very well in that department. That gives us a glimpse into future sales and related growth.\nLastly, contribution margin didn't hit my big goal of 60%, but it still improved strongly to 58% in Q2 2021 from 55% in Q2 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897225134,"gmtCreate":1628926786428,"gmtModify":1633688433414,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"😱😱","listText":"😱😱","text":"😱😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897225134","repostId":"1167599158","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894058537,"gmtCreate":1628779076929,"gmtModify":1633689548968,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"🚀&nbsp;","listText":"🚀&nbsp;","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894058537","repostId":"1182304144","repostType":4,"repost":{"id":"1182304144","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":1628777611,"share":"https://www.laohu8.com/m/news/1182304144?lang=&edition=full","pubTime":"2021-08-12 22:13","market":"us","language":"en","title":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.","url":"https://stock-news.laohu8.com/highlight/detail?id=1182304144","media":"Tiger Newspress","summary":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong go","content":"<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p>\n<p><img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p>\n<p>Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p>\n<p>Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p>\n<p>The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p>\n<p>“We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p>\n<p>The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p>\n<p>Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p>\n<p>Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p>\n<p>The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p>\n<p>Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</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 Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.\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\">2021-08-12 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p>\n<p><img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p>\n<p>Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p>\n<p>Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p>\n<p>The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p>\n<p>“We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p>\n<p>The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p>\n<p>Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p>\n<p>Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p>\n<p>The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p>\n<p>Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182304144","content_text":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.\nPalantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.\nRevenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.\nPalantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.\nThe search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.\n“We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”\nThe shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.\nSales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.\nMany government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.\nThe U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.\nCorporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890827097,"gmtCreate":1628093338919,"gmtModify":1633753638330,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4090594976982710\">@Anna79</a>:😅","listText":"//<a href=\"https://laohu8.com/U/4090594976982710\">@Anna79</a>:😅","text":"//@Anna79:😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890827097","repostId":"1127899199","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890863589,"gmtCreate":1628092312941,"gmtModify":1633753649092,"author":{"id":"4090594976982710","authorId":"4090594976982710","name":"Anna79","avatar":"https://static.tigerbbs.com/15e28029cdd3aac4683d961154d6ab19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090594976982710","idStr":"4090594976982710"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890863589","repostId":"1127899199","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}