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niclam

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2021-12-21

Niceeee

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2021-12-19

Ftwwwww

5 Top-Ranked Dividend Growth Stocks for 2022

2021-12-19

Virrrr

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2021-12-19

Ftwwwwww

3 Stocks That Could Be Worth More Than Apple by 2035

2021-12-09

Nice

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2021-12-06

Rise backkkkkkkk

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2021-12-02

Good move

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2021-11-23

Rocketttt

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2021-11-23

Good

IDEX acquires Nexsight, enhancing expertise for wastewater systems solutions

2021-11-23

Nice

Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.

2021-11-14

Nice! To the moon for all the sharessssss

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2021-11-14

Qualcomm tooooooo

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2021-11-14

To the moon

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

2021-11-14

Nice

Musk sold 1.2 million Tesla shares on November 12

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Though it does not offer dramatic price appreciation, the strategy is a major source of consistent income for investors to create wealth when returns from the equity market are at risk.</p>\n<p>Stocks with a strong history of year-over-year dividend growth form a healthy portfolio with a greater scope of capital appreciation as opposed to simple dividend-paying stocks or those that have high yields. We have selected five dividend growth stocks — <b><a href=\"https://laohu8.com/S/BCC\">Boise Cascade L.L.C.</a></b> BCC, <b>J.B. Hunt Transport Services</b> JBHT, <b>Lowe's Companies</b> LOW, <b>Broadcom Inc. </b>AVGO and <b>Carriage Services</b> CSV — that could be compelling picks for your portfolio.</p>\n<h4><b>Why Dividend Growth?</b></h4>\n<p>Stocks that have a strong history of dividend growth belong to mature companies, which are less susceptible to large swings in the market, and thus act as a hedge against economic or political uncertainty as well as stock market volatility. At the same time, these offer downside protection with their consistent increase in payouts.</p>\n<p>Additionally, these stocks have superior fundamentals that make dividend growth a quality and promising investment for the long term. These include a sustainable business model, a long track of profitability, rising cash flows, good liquidity, a strong balance sheet and some value characteristics. Further, a history of strong dividend growth indicates that dividend increase is likely in the future.</p>\n<p>Moreover, a history of dividend growth year over year leads to a healthy portfolio with a greater scope of capital appreciation than simple dividend-paying stocks or those with high yields. Although these stocks do not necessarily have the highest yields, they have outperformed for a longer period than the broader stock market or any other dividend-paying stock.</p>\n<p>As a result, picking dividend growth stocks appears as a winning strategy when some other parameters are also included.</p>\n<p><b>5-Year Historical Dividend Growth greater than zero</b>: This selects stocks with a solid dividend growth history.</p>\n<p><b>5-Year Historical Sales Growth greater than zero</b>: This represents stocks with a strong record of growing revenues.</p>\n<p><b>5-Year Historical EPS Growth greater than zero</b>: This represents stocks with a solid earnings growth history.</p>\n<p><b>Next 3-5 Year EPS Growth Rate greater than zero</b>: This represents the rate at which a company’s earnings are expected to grow. Improving earnings should help companies sustain dividend payments.</p>\n<p><b>Price/Cash Flow less than M-Industry</b>: A ratio less than M-industry indicates that the stock is undervalued in that industry and that an investor needs to pay less for better cash flow generated by the company.</p>\n<p><b>52-Week Price Change greater than S&amp;P 500 (Market Weight)</b>: This ensures that the stock appreciated more than the S&amp;P 500 over the past year.</p>\n<p><b>Top Zacks Rank</b>: Stocks having a Zacks Rank #1 (Strong Buy) and 2 (Buy) generally outperform their peers in all types of market environments.</p>\n<p><b>Growth Score of B or better</b>: Our research shows that stocks with a Growth Score of A or B when combined with a Zacks Rank #1 or 2 offer the best upside potential.</p>\n<p>Just these few criteria narrowed down the universe from over 7,700 stocks to just 16.</p>\n<p>Here are five of the 16 stocks that fit the bill:</p>\n<p>Idaho-based <b>Boise Cascade</b> operates as a wood products manufacturer and building materials distributor. It has seen solid earnings estimate revision of 13 cents for this year over the past month and has an estimated earnings growth rate of 159%.</p>\n<p>Boise Cascade has a Zacks Rank #1 and Growth Score of A. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>Arkansas-based <b>J.B. Hunt Transport </b>is a provider of a broad range of transportation services to a diverse group of customers through the United States, Canada and Mexico. JBHT has an estimated earnings growth rate of 44.5% for this year and delivered an average earnings surprise of 9.89% for the past four quarters.</p>\n<p>J.B. Hunt has a Zacks Rank #2 and Growth Score of A.</p>\n<p>North Carolina-based <b>Lowe's</b> has evolved as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s leading home improvement retailers offering services to homeowners, renters and commercial business customers. LOW saw solid earnings estimate revision of 54 cents over the past 30 days for the fiscal year (ending January 2022) and has an expected earnings growth rate of 34.4%.</p>\n<p>Lowe’s has a Zacks Rank #2 and Growth Score of B.</p>\n<p>California-based <b>Broadcom</b> is a premier designer, developer and global supplier of a broad range of semiconductor devices with a focus on complex digital and mixed-signal complementary metal oxide semiconductor based devices and analog III-V based products. The stock saw a solid earnings estimate revision of $2.01 for the fiscal year (ending October 2022) over the past 30 days and has an expected earnings growth rate of 17.9%.</p>\n<p>Broadcom has a Zacks Rank #2 and Growth Score of B.</p>\n<p>Texas-based <b>Carriage Services</b> is a leading provider of death care services and products in the United States. CSV delivered an average earnings surprise of 27.96% for the past four quarters and has an expected earnings growth rate of 64%.</p>\n<p>Carriage Services carries a Zacks Rank #2 and has a Growth Score of B.</p>\n<p>You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge.</p>\n<p>The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out.</p>","source":"yahoofinance","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>5 Top-Ranked Dividend Growth Stocks for 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; 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\">\n5 Top-Ranked Dividend Growth Stocks for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-top-ranked-dividend-growth-133601757.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As volatility and uncertainty continue to threaten the bull market going into the New Year, dividend investing seems to be a better bet. Though it does not offer dramatic price appreciation, the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-top-ranked-dividend-growth-133601757.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4083":"家庭装潢零售","BK4520":"美国基建股","JBHT":"JB Hunt运输服务","AVGOP":"BROADCOM INC PFD SER A 22","BK4022":"陆运","AVGO":"博通","BK4104":"贸易公司与经销商","BK4515":"5G概念","BCC":"Boise Cascade L.L.C.","CSV":"Carriage Services Inc","BK4504":"桥水持仓","BK4512":"苹果概念","LOW":"劳氏","BK4566":"资本集团","BK4192":"特殊消费者服务"},"source_url":"https://finance.yahoo.com/news/5-top-ranked-dividend-growth-133601757.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2192976991","content_text":"As volatility and uncertainty continue to threaten the bull market going into the New Year, dividend investing seems to be a better bet. Though it does not offer dramatic price appreciation, the strategy is a major source of consistent income for investors to create wealth when returns from the equity market are at risk.\nStocks with a strong history of year-over-year dividend growth form a healthy portfolio with a greater scope of capital appreciation as opposed to simple dividend-paying stocks or those that have high yields. We have selected five dividend growth stocks — Boise Cascade L.L.C. BCC, J.B. Hunt Transport Services JBHT, Lowe's Companies LOW, Broadcom Inc. AVGO and Carriage Services CSV — that could be compelling picks for your portfolio.\nWhy Dividend Growth?\nStocks that have a strong history of dividend growth belong to mature companies, which are less susceptible to large swings in the market, and thus act as a hedge against economic or political uncertainty as well as stock market volatility. At the same time, these offer downside protection with their consistent increase in payouts.\nAdditionally, these stocks have superior fundamentals that make dividend growth a quality and promising investment for the long term. These include a sustainable business model, a long track of profitability, rising cash flows, good liquidity, a strong balance sheet and some value characteristics. Further, a history of strong dividend growth indicates that dividend increase is likely in the future.\nMoreover, a history of dividend growth year over year leads to a healthy portfolio with a greater scope of capital appreciation than simple dividend-paying stocks or those with high yields. Although these stocks do not necessarily have the highest yields, they have outperformed for a longer period than the broader stock market or any other dividend-paying stock.\nAs a result, picking dividend growth stocks appears as a winning strategy when some other parameters are also included.\n5-Year Historical Dividend Growth greater than zero: This selects stocks with a solid dividend growth history.\n5-Year Historical Sales Growth greater than zero: This represents stocks with a strong record of growing revenues.\n5-Year Historical EPS Growth greater than zero: This represents stocks with a solid earnings growth history.\nNext 3-5 Year EPS Growth Rate greater than zero: This represents the rate at which a company’s earnings are expected to grow. Improving earnings should help companies sustain dividend payments.\nPrice/Cash Flow less than M-Industry: A ratio less than M-industry indicates that the stock is undervalued in that industry and that an investor needs to pay less for better cash flow generated by the company.\n52-Week Price Change greater than S&P 500 (Market Weight): This ensures that the stock appreciated more than the S&P 500 over the past year.\nTop Zacks Rank: Stocks having a Zacks Rank #1 (Strong Buy) and 2 (Buy) generally outperform their peers in all types of market environments.\nGrowth Score of B or better: Our research shows that stocks with a Growth Score of A or B when combined with a Zacks Rank #1 or 2 offer the best upside potential.\nJust these few criteria narrowed down the universe from over 7,700 stocks to just 16.\nHere are five of the 16 stocks that fit the bill:\nIdaho-based Boise Cascade operates as a wood products manufacturer and building materials distributor. It has seen solid earnings estimate revision of 13 cents for this year over the past month and has an estimated earnings growth rate of 159%.\nBoise Cascade has a Zacks Rank #1 and Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.\nArkansas-based J.B. Hunt Transport is a provider of a broad range of transportation services to a diverse group of customers through the United States, Canada and Mexico. JBHT has an estimated earnings growth rate of 44.5% for this year and delivered an average earnings surprise of 9.89% for the past four quarters.\nJ.B. Hunt has a Zacks Rank #2 and Growth Score of A.\nNorth Carolina-based Lowe's has evolved as one of the world’s leading home improvement retailers offering services to homeowners, renters and commercial business customers. LOW saw solid earnings estimate revision of 54 cents over the past 30 days for the fiscal year (ending January 2022) and has an expected earnings growth rate of 34.4%.\nLowe’s has a Zacks Rank #2 and Growth Score of B.\nCalifornia-based Broadcom is a premier designer, developer and global supplier of a broad range of semiconductor devices with a focus on complex digital and mixed-signal complementary metal oxide semiconductor based devices and analog III-V based products. The stock saw a solid earnings estimate revision of $2.01 for the fiscal year (ending October 2022) over the past 30 days and has an expected earnings growth rate of 17.9%.\nBroadcom has a Zacks Rank #2 and Growth Score of B.\nTexas-based Carriage Services is a leading provider of death care services and products in the United States. CSV delivered an average earnings surprise of 27.96% for the past four quarters and has an expected earnings growth rate of 64%.\nCarriage Services carries a Zacks Rank #2 and has a Growth Score of B.\nYou can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge.\nThe Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096504,"gmtCreate":1639921995704,"gmtModify":1639921995818,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Virrrr","listText":"Virrrr","text":"Virrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096504","repostId":"1122414343","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096362,"gmtCreate":1639921908676,"gmtModify":1639921908786,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ftwwwwww","listText":"Ftwwwwww","text":"Ftwwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096362","repostId":"2192035909","repostType":4,"repost":{"id":"2192035909","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</p>","source":"fool_stock","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>3 Stocks That Could Be Worth More Than Apple by 2035</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\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602732859,"gmtCreate":1639064714525,"gmtModify":1639065935620,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602732859","repostId":"1181928624","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608746416,"gmtCreate":1638795767490,"gmtModify":1638795979841,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rise backkkkkkkk","listText":"Rise backkkkkkkk","text":"Rise backkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608746416","repostId":"2189955504","repostType":4,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601020506,"gmtCreate":1638460564929,"gmtModify":1638460583872,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601020506","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875477032,"gmtCreate":1637682230794,"gmtModify":1637682230794,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rocketttt","listText":"Rocketttt","text":"Rocketttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875477032","repostId":"1129561166","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875474119,"gmtCreate":1637682207932,"gmtModify":1637682207932,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875474119","repostId":"1127011683","repostType":4,"repost":{"id":"1127011683","pubTimestamp":1637677663,"share":"https://www.laohu8.com/m/news/1127011683?lang=&edition=full","pubTime":"2021-11-23 22:27","market":"us","language":"en","title":"IDEX acquires Nexsight, enhancing expertise for wastewater systems solutions","url":"https://stock-news.laohu8.com/highlight/detail?id=1127011683","media":"seekingalpha","summary":"IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, M","content":"<p>IDEX(NYSE:IEX)&nbsp;to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration&nbsp;of $120M.</p>\n<p>With annual sales of ~$50M, Nexsight will join the water group within company’s Fluid &amp; Metering Technology segment.</p>\n<p>The transaction is expected to close in Q1 2021.</p>\n<p>“Acquiring Nexsight will broaden our expertise in the inspection and monitoring of wastewater infrastructure.&nbsp;We intend to continue growing our presence in intelligent water technologies, where we can help predict and identity wastewater system issues early, preventing them from causing property damage, harming the environment and impacting public health.” CEO&nbsp;and President&nbsp;Eric Ashleman.</p>","source":"seekingalpha","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>IDEX acquires Nexsight, enhancing expertise for wastewater systems solutions</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\">\nIDEX acquires Nexsight, enhancing expertise for wastewater systems solutions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration of $120M.\nWith annual sales of ~$50M,...</p>\n\n<a href=\"https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IEX":"IDEX Corp"},"source_url":"https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1127011683","content_text":"IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration of $120M.\nWith annual sales of ~$50M, Nexsight will join the water group within company’s Fluid & Metering Technology segment.\nThe transaction is expected to close in Q1 2021.\n“Acquiring Nexsight will broaden our expertise in the inspection and monitoring of wastewater infrastructure. We intend to continue growing our presence in intelligent water technologies, where we can help predict and identity wastewater system issues early, preventing them from causing property damage, harming the environment and impacting public health.” CEO and President Eric Ashleman.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875474975,"gmtCreate":1637682191261,"gmtModify":1637682191261,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875474975","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","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":1637679057,"share":"https://www.laohu8.com/m/news/1192119389?lang=&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li>\n</ul>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</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>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.</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\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\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\">2021-11-23 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li>\n</ul>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873171084,"gmtCreate":1636899662045,"gmtModify":1636899662128,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice! To the moon for all the sharessssss","listText":"Nice! To the moon for all the sharessssss","text":"Nice! To the moon for all the sharessssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873171084","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873173305,"gmtCreate":1636899522931,"gmtModify":1636899541891,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Qualcomm tooooooo","listText":"Qualcomm tooooooo","text":"Qualcomm tooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873173305","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179288,"gmtCreate":1636899456366,"gmtModify":1636899456366,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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/873179288","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","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},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179350,"gmtCreate":1636899422313,"gmtModify":1636899422313,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873179350","repostId":"1151602326","repostType":4,"repost":{"id":"1151602326","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":1636767621,"share":"https://www.laohu8.com/m/news/1151602326?lang=&edition=full","pubTime":"2021-11-13 09:40","market":"us","language":"en","title":"Musk sold 1.2 million Tesla shares on November 12","url":"https://stock-news.laohu8.com/highlight/detail?id=1151602326","media":"Tiger Newspress","summary":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","content":"<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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>Musk sold 1.2 million Tesla shares on November 12</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\">\nMusk sold 1.2 million Tesla shares on November 12\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\">2021-11-13 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151602326","content_text":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.\nSo far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875474975,"gmtCreate":1637682191261,"gmtModify":1637682191261,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875474975","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","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":1637679057,"share":"https://www.laohu8.com/m/news/1192119389?lang=&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li>\n</ul>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</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>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.</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\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\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\">2021-11-23 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li>\n</ul>\n<ul>\n <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691020174,"gmtCreate":1640099542766,"gmtModify":1640099542884,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691020174","repostId":"1198919837","repostType":4,"repost":{"id":"1198919837","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640098127,"share":"https://www.laohu8.com/m/news/1198919837?lang=&edition=full","pubTime":"2021-12-21 22:48","market":"us","language":"en","title":"Amgen's Otezla Wins FDA Approval For Psoriasis, Regardless Of Severity Level","url":"https://stock-news.laohu8.com/highlight/detail?id=1198919837","media":"Benzinga","summary":"The FDA has approved Amgen Inc's Otezla (apremilast) to treat adult patients with plaque psoriasis w","content":"<p>The&nbsp;FDA has approved&nbsp;<b>Amgen Inc's</b>&nbsp;Otezla (apremilast) to treat adult patients with plaque psoriasis who are candidates for phototherapy or systemic therapy.</p>\n<ul>\n <li>With this expanded indication, Otezla is now the first and only oral treatment approved in adult patients with plaque psoriasis across all severities, including mild, moderate, and severe.</li>\n <li>The FDA approval is based on Phase 3 ADVANCE trial data. Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).</li>\n <li>Otezla is approved for three indications in the U.S.</li>\n <li><b>Price Action:</b>&nbsp;AMGN shares closed at $219.99 on Monday.</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>Amgen's Otezla Wins FDA Approval For Psoriasis, Regardless Of Severity Level</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\">\nAmgen's Otezla Wins FDA Approval For Psoriasis, Regardless Of Severity Level\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-21 22:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The&nbsp;FDA has approved&nbsp;<b>Amgen Inc's</b>&nbsp;Otezla (apremilast) to treat adult patients with plaque psoriasis who are candidates for phototherapy or systemic therapy.</p>\n<ul>\n <li>With this expanded indication, Otezla is now the first and only oral treatment approved in adult patients with plaque psoriasis across all severities, including mild, moderate, and severe.</li>\n <li>The FDA approval is based on Phase 3 ADVANCE trial data. Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).</li>\n <li>Otezla is approved for three indications in the U.S.</li>\n <li><b>Price Action:</b>&nbsp;AMGN shares closed at $219.99 on Monday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMGN":"安进"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198919837","content_text":"The FDA has approved Amgen Inc's Otezla (apremilast) to treat adult patients with plaque psoriasis who are candidates for phototherapy or systemic therapy.\n\nWith this expanded indication, Otezla is now the first and only oral treatment approved in adult patients with plaque psoriasis across all severities, including mild, moderate, and severe.\nThe FDA approval is based on Phase 3 ADVANCE trial data. Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).\nOtezla is approved for three indications in the U.S.\nPrice Action: AMGN shares closed at $219.99 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608746416,"gmtCreate":1638795767490,"gmtModify":1638795979841,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rise backkkkkkkk","listText":"Rise backkkkkkkk","text":"Rise backkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608746416","repostId":"2189955504","repostType":4,"repost":{"id":"2189955504","pubTimestamp":1638795003,"share":"https://www.laohu8.com/m/news/2189955504?lang=&edition=full","pubTime":"2021-12-06 20:50","market":"fut","language":"en","title":"Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.","url":"https://stock-news.laohu8.com/highlight/detail?id=2189955504","media":"MarketWatch","summary":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weeke","content":"<p>It wasn't a great weekend in the cryptospace.</p>\n<p>Bitcoin&nbsp;fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.</p>\n<p>Still, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.</p>\n<p>Nicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.</p>\n<p>Putting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.</p>\n<p>\"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.</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\">\nCrypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from ...</p>\n\n<a href=\"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189955504","content_text":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.\nStill, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.\nNicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.\nPutting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.\n\"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873173305,"gmtCreate":1636899522931,"gmtModify":1636899541891,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Qualcomm tooooooo","listText":"Qualcomm tooooooo","text":"Qualcomm tooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873173305","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms&nbsp;— aka Facebook — at the top of most lists and&nbsp;Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than&nbsp;$200 billion&nbsp;to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b>&nbsp;ServiceNow&nbsp;has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft&nbsp;are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion.&nbsp;The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s&nbsp;strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b>&nbsp;I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel&nbsp;under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology&nbsp;as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next three mega-cap tech stocks you’ll be hearing more about</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NOW":"ServiceNow","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096504,"gmtCreate":1639921995704,"gmtModify":1639921995818,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Virrrr","listText":"Virrrr","text":"Virrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096504","repostId":"1122414343","repostType":4,"repost":{"id":"1122414343","pubTimestamp":1639884070,"share":"https://www.laohu8.com/m/news/1122414343?lang=&edition=full","pubTime":"2021-12-19 11:21","market":"us","language":"en","title":"Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1122414343","media":"Seeking Alpha","summary":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5","content":"<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p>\n<p>Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p>\n<p>Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p>\n<p><a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p>\n<p>Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p>\n<p>Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p>\n<p>Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p>\n<p>Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</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>Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade</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\">\nNovavax, Vir among healthcare gainers, Pfizer posts best rally in a decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","PFE":"辉瑞","BK4007":"制药","ORCL":"甲骨文","CERN":"美国塞纳","ARNA":"阿里那"},"source_url":"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122414343","content_text":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.\nAmong stocks with more than $2B market capitalization and 100K average daily volume over the past week, Arena Pharmaceuticals  dominated with a ~83.8% rise after Pfizer  agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. Cerner  also joined the M&A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from Oracle  for the electronic-medical-records company.\nVaccine developer, Novavax  jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.\nBiohaven Pharmaceutical  posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, Roivant Sciences  added ~22.6%.\nNotable gainer: Pfizer (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the New York-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.\nAmong worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.\nLast week’s best performer, Bright Health Group, crashed ~13.1%, hurt by the sole Sell rating issued by Goldman Sachs even as the investment bank kicked off its coverage on managed care with largely positive views.\nAllogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic CAR T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602732859,"gmtCreate":1639064714525,"gmtModify":1639065935620,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602732859","repostId":"1181928624","repostType":4,"repost":{"id":"1181928624","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639063477,"share":"https://www.laohu8.com/m/news/1181928624?lang=&edition=full","pubTime":"2021-12-09 23:24","market":"us","language":"en","title":"Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store","url":"https://stock-news.laohu8.com/highlight/detail?id=1181928624","media":"Benzinga","summary":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedb","content":"<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p>\n<ul>\n <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>\n <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>\n <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>\n <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>\n <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>\n <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>\n <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>\n <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>\n <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</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>Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store</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\">\nAnalysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-09 23:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p>\n<ul>\n <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>\n <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>\n <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>\n <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>\n <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>\n <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>\n <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>\n <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>\n <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li>\n</ul>\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":"1181928624","content_text":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedbush analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.\nHis iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.\nThe analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.\nBased on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.\nHe has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.\nThe ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.\nMorgan Stanley analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.\nHuberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.\nHuberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873171084,"gmtCreate":1636899662045,"gmtModify":1636899662128,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice! To the moon for all the sharessssss","listText":"Nice! To the moon for all the sharessssss","text":"Nice! To the moon for all the sharessssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873171084","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096362,"gmtCreate":1639921908676,"gmtModify":1639921908786,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ftwwwwww","listText":"Ftwwwwww","text":"Ftwwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096362","repostId":"2192035909","repostType":4,"repost":{"id":"2192035909","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</p>","source":"fool_stock","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>3 Stocks That Could Be Worth More Than Apple by 2035</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\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601020506,"gmtCreate":1638460564929,"gmtModify":1638460583872,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601020506","repostId":"1144502876","repostType":4,"repost":{"id":"1144502876","pubTimestamp":1638459585,"share":"https://www.laohu8.com/m/news/1144502876?lang=&edition=full","pubTime":"2021-12-02 23:39","market":"us","language":"en","title":"Toyota Gets Ready to Sell Only Zero-Emission Cars in Europe","url":"https://stock-news.laohu8.com/highlight/detail?id=1144502876","media":"Bloomberg","summary":"Automaker says it’s prepared for 100% CO2 reduction by 2035\nPledge aligns the company with EU’s ambi","content":"<ul>\n <li>Automaker says it’s prepared for 100% CO2 reduction by 2035</li>\n <li>Pledge aligns the company with EU’s ambitious climate plan</li>\n</ul>\n<p>Toyota Motor Corp.&nbsp;vowed to be ready to sell only zero-emission cars in Europe by 2035, a surprise pledge that aligns the world’s biggest automaker with the world’s&nbsp;most ambitious&nbsp;climate plan.</p>\n<p>The Japanese manufacturer also set a new intermediate goal for at least half its sales in Western Europe to be zero-emission vehicles by the end of the decade. That’s a big step up from the roughly 10% sales mix expected in 2025.</p>\n<p>While the objectives align Toyota with green deal measures the European Union proposed in July, the company qualified its 2035 view by saying it assumes the bloc will have sufficient infrastructure in place for battery recharging and hydrogen refueling. EU member states are already&nbsp;wrangling over&nbsp;an end date for combustion engines, with France advocating for plug-in hybrids to be&nbsp;allowed for longer&nbsp;and Italy seeking to&nbsp;shield supercars&nbsp;from the phase-out.</p>\n<p>Toyota’s commitments are somewhat unexpected, since executives have long sought to preserve a role for hybrids like the Prius to reduce tailpipe emissions until fully electric vehicles are attainable for more consumers. The company’s recent performance in Europe has vindicated this strategy: car buyers have&nbsp;turned agains&nbsp;tdiesels in droves since&nbsp;Volkswagen AG’s engine-rigging scandal came to light in 2015. Toyota’s sales have surged, and its fleet’s average CO2 emissions are the lowest among major conventional carmakers.</p>\n<p><img src=\"https://static.tigerbbs.com/ba248b0b1ecf8a3f3cd054f716c3eb76\" tg-width=\"969\" tg-height=\"560\" width=\"100%\" height=\"auto\"></p>\n<p>But for all Toyota’s success with hybrids, it’s become increasingly difficult for the company to contend that consumers in parts of Europe aren’t yet ready to make the jump to cars powered entirely by battery.Over 800,000&nbsp;such EVs were registered in the region this year through September, up more than 90% from a year ago. Elon Musk’s all-electric-or-bust argument also has won over investors, with&nbsp;Tesla Inc.&nbsp;overtaking Toyota as the world’s most valuable automaker last year and&nbsp;not looking back.</p>\n<p>“We are not in any way defensive about or reluctant followers,” Matthew Harrison, Toyota Europe’s chief executive officer, said in an interview. “We’ll concentrate on our being in good faith, but we need the same sort of conviction and effort and progress also from an infrastructure and renewable-energy capacity perspective.”</p>\n<p>Other automakers have already outlined goals similar to Toyota’s. VW’s namesake brand has said it plans to stop selling combustion cars in Europe between&nbsp;2033 and 2035.Ford Motor Co.’s passenger-vehicle range will be all-electricby 2030.Daimler AG’s Mercedes-Benz has pledged to be ready to go all-electric&nbsp;by the end of the decade&nbsp;where conditions allow.</p>\n<p>The announcements by companies that haven’t reduced as much CO2 from their fleets, coupled with authorities fixating only on how soon the industry can go fully electric, has frustrated Toyota’s leadership team.</p>\n<p>“Right now, there’s this sort of press war going on with who will promise the most,” said Gill Pratt, Toyota’s chief scientist. “The promises aren’t removing any CO2 from the air.”</p>\n<p><img src=\"https://static.tigerbbs.com/fca9c06ede577fa09cea5ddd5c707ca2\" tg-width=\"949\" tg-height=\"546\" width=\"100%\" height=\"auto\"></p>\n<p>Pratt&nbsp;makes the case&nbsp;that the way to reduce the most net carbon emissions globally will be to keep offering hybrids and plug-in hybrids until batteries are cheaper and cleaner to produce, and charging infrastructure using renewable energy is more widely available.</p>\n<p>But these qualms are no longer standing in the way of Toyota mounting an EV push. The company is rolling out an all-new sport utility vehicle next year called bZ4X that resembles its popular RAV4 SUV. This will be the first of seven in a series Toyota is calling bZ, standing for “beyond zero.”</p>\n<p>The Lexus brand will also get in on the act, with a new battery-electric SUV dubbed RZ coming in the first half of next year. The luxury division will aim to almost double annual sales to 130,000 vehicles by 2025, from roughly 70,000 now.</p>\n<p><img src=\"https://static.tigerbbs.com/ff9a11864563ceba7393869262eb7ca7\" tg-width=\"958\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p>\n<p>While Toyota is a believer in batteries -- it’s sold almost 20 million electrified vehicles to date -- the company has also been a steadfast proponent of fuel cells and continues to see hydrogen playing a role in reducing transport emissions, particularly from larger vehicles.</p>\n<p>Toyota is going to start producing second-generation fuel cell modules next month in Belgium that could be used in trucks, buses, trains or ships.</p>\n<p>“We have to get carbon down,” Pratt said in an interview. “We need to be humble. We need to understand that we don’t really know what’s going to work out best, and so the best approach right now is to try many things.”</p>","source":"lsy1584095487587","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>Toyota Gets Ready to Sell Only Zero-Emission Cars in Europe</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\">\nToyota Gets Ready to Sell Only Zero-Emission Cars in Europe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/toyota-gets-ready-to-sell-only-zero-emission-cars-in-europe?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Automaker says it’s prepared for 100% CO2 reduction by 2035\nPledge aligns the company with EU’s ambitious climate plan\n\nToyota Motor Corp. vowed to be ready to sell only zero-emission cars in Europe ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/toyota-gets-ready-to-sell-only-zero-emission-cars-in-europe?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/toyota-gets-ready-to-sell-only-zero-emission-cars-in-europe?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144502876","content_text":"Automaker says it’s prepared for 100% CO2 reduction by 2035\nPledge aligns the company with EU’s ambitious climate plan\n\nToyota Motor Corp. vowed to be ready to sell only zero-emission cars in Europe by 2035, a surprise pledge that aligns the world’s biggest automaker with the world’s most ambitious climate plan.\nThe Japanese manufacturer also set a new intermediate goal for at least half its sales in Western Europe to be zero-emission vehicles by the end of the decade. That’s a big step up from the roughly 10% sales mix expected in 2025.\nWhile the objectives align Toyota with green deal measures the European Union proposed in July, the company qualified its 2035 view by saying it assumes the bloc will have sufficient infrastructure in place for battery recharging and hydrogen refueling. EU member states are already wrangling over an end date for combustion engines, with France advocating for plug-in hybrids to be allowed for longer and Italy seeking to shield supercars from the phase-out.\nToyota’s commitments are somewhat unexpected, since executives have long sought to preserve a role for hybrids like the Prius to reduce tailpipe emissions until fully electric vehicles are attainable for more consumers. The company’s recent performance in Europe has vindicated this strategy: car buyers have turned agains tdiesels in droves since Volkswagen AG’s engine-rigging scandal came to light in 2015. Toyota’s sales have surged, and its fleet’s average CO2 emissions are the lowest among major conventional carmakers.\n\nBut for all Toyota’s success with hybrids, it’s become increasingly difficult for the company to contend that consumers in parts of Europe aren’t yet ready to make the jump to cars powered entirely by battery.Over 800,000 such EVs were registered in the region this year through September, up more than 90% from a year ago. Elon Musk’s all-electric-or-bust argument also has won over investors, with Tesla Inc. overtaking Toyota as the world’s most valuable automaker last year and not looking back.\n“We are not in any way defensive about or reluctant followers,” Matthew Harrison, Toyota Europe’s chief executive officer, said in an interview. “We’ll concentrate on our being in good faith, but we need the same sort of conviction and effort and progress also from an infrastructure and renewable-energy capacity perspective.”\nOther automakers have already outlined goals similar to Toyota’s. VW’s namesake brand has said it plans to stop selling combustion cars in Europe between 2033 and 2035.Ford Motor Co.’s passenger-vehicle range will be all-electricby 2030.Daimler AG’s Mercedes-Benz has pledged to be ready to go all-electric by the end of the decade where conditions allow.\nThe announcements by companies that haven’t reduced as much CO2 from their fleets, coupled with authorities fixating only on how soon the industry can go fully electric, has frustrated Toyota’s leadership team.\n“Right now, there’s this sort of press war going on with who will promise the most,” said Gill Pratt, Toyota’s chief scientist. “The promises aren’t removing any CO2 from the air.”\n\nPratt makes the case that the way to reduce the most net carbon emissions globally will be to keep offering hybrids and plug-in hybrids until batteries are cheaper and cleaner to produce, and charging infrastructure using renewable energy is more widely available.\nBut these qualms are no longer standing in the way of Toyota mounting an EV push. The company is rolling out an all-new sport utility vehicle next year called bZ4X that resembles its popular RAV4 SUV. This will be the first of seven in a series Toyota is calling bZ, standing for “beyond zero.”\nThe Lexus brand will also get in on the act, with a new battery-electric SUV dubbed RZ coming in the first half of next year. The luxury division will aim to almost double annual sales to 130,000 vehicles by 2025, from roughly 70,000 now.\n\nWhile Toyota is a believer in batteries -- it’s sold almost 20 million electrified vehicles to date -- the company has also been a steadfast proponent of fuel cells and continues to see hydrogen playing a role in reducing transport emissions, particularly from larger vehicles.\nToyota is going to start producing second-generation fuel cell modules next month in Belgium that could be used in trucks, buses, trains or ships.\n“We have to get carbon down,” Pratt said in an interview. “We need to be humble. We need to understand that we don’t really know what’s going to work out best, and so the best approach right now is to try many things.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875477032,"gmtCreate":1637682230794,"gmtModify":1637682230794,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rocketttt","listText":"Rocketttt","text":"Rocketttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875477032","repostId":"1129561166","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096438,"gmtCreate":1639922019704,"gmtModify":1639922019783,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ftwwwww","listText":"Ftwwwww","text":"Ftwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096438","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875474119,"gmtCreate":1637682207932,"gmtModify":1637682207932,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875474119","repostId":"1127011683","repostType":4,"repost":{"id":"1127011683","pubTimestamp":1637677663,"share":"https://www.laohu8.com/m/news/1127011683?lang=&edition=full","pubTime":"2021-11-23 22:27","market":"us","language":"en","title":"IDEX acquires Nexsight, enhancing expertise for wastewater systems solutions","url":"https://stock-news.laohu8.com/highlight/detail?id=1127011683","media":"seekingalpha","summary":"IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, M","content":"<p>IDEX(NYSE:IEX)&nbsp;to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration&nbsp;of $120M.</p>\n<p>With annual sales of ~$50M, Nexsight will join the water group within company’s Fluid &amp; Metering Technology segment.</p>\n<p>The transaction is expected to close in Q1 2021.</p>\n<p>“Acquiring Nexsight will broaden our expertise in the inspection and monitoring of wastewater infrastructure.&nbsp;We intend to continue growing our presence in intelligent water technologies, where we can help predict and identity wastewater system issues early, preventing them from causing property damage, harming the environment and impacting public health.” CEO&nbsp;and President&nbsp;Eric Ashleman.</p>","source":"seekingalpha","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>IDEX acquires Nexsight, enhancing expertise for wastewater systems solutions</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\">\nIDEX acquires Nexsight, enhancing expertise for wastewater systems solutions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration of $120M.\nWith annual sales of ~$50M,...</p>\n\n<a href=\"https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IEX":"IDEX Corp"},"source_url":"https://seekingalpha.com/news/3773803-idex-acquires-nexsight-enhancing-expertise-for-wastewater-systems-solutions","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1127011683","content_text":"IDEX(NYSE:IEX) to acquireNexsight and its market leading businesses including Envirosight, WinCan, MyTana and Pipeline Renewal Technologies for cash consideration of $120M.\nWith annual sales of ~$50M, Nexsight will join the water group within company’s Fluid & Metering Technology segment.\nThe transaction is expected to close in Q1 2021.\n“Acquiring Nexsight will broaden our expertise in the inspection and monitoring of wastewater infrastructure. We intend to continue growing our presence in intelligent water technologies, where we can help predict and identity wastewater system issues early, preventing them from causing property damage, harming the environment and impacting public health.” CEO and President Eric Ashleman.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179288,"gmtCreate":1636899456366,"gmtModify":1636899456366,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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/873179288","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","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},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179350,"gmtCreate":1636899422313,"gmtModify":1636899422313,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873179350","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}