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YapWaiHong
YapWaiHong
·
2022-01-16
不错
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YapWaiHong
YapWaiHong
·
2021-12-28
[微笑]
美股半导体概念股拉升,英伟达涨4%
周一,美股半导体概念股拉升,截至发稿,英伟达涨4%,AMD涨3.71%,安森美半导体涨3.08%,迈威尔科技集团涨2.47%,台积电涨1.74%。
美股半导体概念股拉升,英伟达涨4%
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YapWaiHong
YapWaiHong
·
2021-12-18
请问您说的软件ETF是指?
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YapWaiHong
YapWaiHong
·
2021-11-24
很好[微笑]
鲍威尔连任意味着什么?“提名感言”释放信号!
美国时间周一早上9点,盘亘在市场头上几个月的“下一任美联储主席究竟是谁”靴子终于落地。 拜登宣布,正式提名鲍威尔连任美联储新一届主席,同时提名美联储理事布雷纳德升任为美联储的“二把手”副主席。 这表明
鲍威尔连任意味着什么?“提名感言”释放信号!
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YapWaiHong
YapWaiHong
·
2021-11-14
好公司[微笑]
Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>
Summary Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating
Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>
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YapWaiHong
YapWaiHong
·
2021-11-12
机会[微笑]
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YapWaiHong
YapWaiHong
·
2021-11-12
了解[微笑]
增长前景被低估,是时候趁低买入Palantir了?
尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报,并且还上调了营收和现金流预期,该股股价依旧承压。Palantir周二下挫9.35%,隔天再跌7.13%,周三收盘报22.52美元。 不
增长前景被低估,是时候趁低买入Palantir了?
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YapWaiHong
YapWaiHong
·
2021-11-10
这篇文章不错,转发给大家看
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YapWaiHong
YapWaiHong
·
2021-11-10
相信[微笑]
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YapWaiHong
YapWaiHong
·
2021-11-06
不错
Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>
PLTR has short-term and long-term opportunities
Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>
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href=\"https://laohu8.com/S/ONNN\">安森美</a>半导体涨3.08%,<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>集团涨2.47%,台积电涨1.74%。</p>\n<p><img src=\"https://static.tigerbbs.com/1f3e3bb9191e99e4ba529b4e7123f29f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股半导体概念股拉升,英伟达涨4%</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨3.71%,<a href=\"https://laohu8.com/S/ONNN\">安森美</a>半导体涨3.08%,<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>集团涨2.47%,台积电涨1.74%。</p>\n<p><img src=\"https://static.tigerbbs.com/1f3e3bb9191e99e4ba529b4e7123f29f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4543":"AI","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4567":"ESG概念","BK4550":"红杉资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130431078","content_text":"周一,美股半导体概念股拉升,截至发稿,英伟达涨4%,AMD涨3.71%,安森美半导体涨3.08%,迈威尔科技集团涨2.47%,台积电涨1.74%。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699287286,"gmtCreate":1639812022973,"gmtModify":1639812035529,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"请问您说的软件ETF是指?","listText":"请问您说的软件ETF是指?","text":"请问您说的软件ETF是指?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699287286","repostId":"1152048119","repostType":4,"isVote":1,"tweetType":1,"viewCount":2720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874014363,"gmtCreate":1637711696043,"gmtModify":1637711696121,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"很好[微笑] ","listText":"很好[微笑] ","text":"很好[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874014363","repostId":"1105837796","repostType":4,"repost":{"id":"1105837796","kind":"news","pubTimestamp":1637640671,"share":"https://www.laohu8.com/m/news/1105837796?lang=zh_CN&edition=full","pubTime":"2021-11-23 12:11","market":"us","language":"zh","title":"鲍威尔连任意味着什么?“提名感言”释放信号!","url":"https://stock-news.laohu8.com/highlight/detail?id=1105837796","media":"华尔街见闻","summary":"美国时间周一早上9点,盘亘在市场头上几个月的“下一任美联储主席究竟是谁”靴子终于落地。\n拜登宣布,正式提名鲍威尔连任美联储新一届主席,同时提名美联储理事布雷纳德升任为美联储的“二把手”副主席。\n这表明","content":"<p>美国时间周一早上9点,盘亘在市场头上几个月的“下一任美联储主席究竟是谁”靴子终于落地。</p>\n<p>拜登宣布,正式提名鲍威尔连任美联储新一届主席,同时提名美联储理事布雷纳德升任为美联储的“二把手”副主席。</p>\n<p>这表明,在经济从新冠疫情中复苏的过程中,货币政策将保持连续性,并有利于就业恢复。</p>\n<p>这一消息引发市场鹰派反应,市场对首次加息的预期从2022年7月提前到2022年6月。</p>\n<p><b>01通胀创30年来新高,鲍威尔的头号“劲敌”</b></p>\n<p></p>\n<p>伴随着美国经济复苏、供应链中断和劳动力短缺,通胀水平加剧上升,10月消费者价格指数创下30年来最大涨幅。</p>\n<p>物价快速上涨,许多美国人仍处于非常艰难的状态。鲍威尔曾表示,通胀上升是暂时的,货币政策应该支持经济增长。</p>\n<p>在获得连任美联储主席的提名后,鲍威尔承诺:</p>\n<blockquote>\n 我知道,通胀维持高位的话将会给美国家庭带来损失,尤其是那些无法应付日益高涨的食品、住房和交通等必需品成本的家庭。\n</blockquote>\n<blockquote>\n 我将使用美联储的工具来帮助就业和支持经济,对抗快速上涨的消费者价格,并防止更高的通胀变得根深蒂固。\n</blockquote>\n<p>美联储新任“二把手”布雷纳德则表示,将会重点关注确保就业状态恢复充分。布雷纳德称:</p>\n<blockquote>\n 我会把美国人的就业情况作为我在美联储工作的核心,这将会降低通货膨胀率。\n</blockquote>\n<p><b>02市场预期美联储加息将加速到来</b></p>\n<p></p>\n<p>随着拜登对鲍威尔投下信任票,市场对首次加息的预期从明年7月提前到明年6月,为迄今以来最鹰派的预期。</p>\n<p>华尔街见闻此前援引分析文章表示:<b>在货币政策主张方面,鲍威尔和布雷纳德均有较高的通胀容忍度,允许通胀率暂时高于美联储的长期目标。</b></p>\n<p>今年夏季,鲍威尔和布雷纳德也一致认为高通胀反映的是少数行业供需不匹配,是暂时性的。</p>\n<p>而在加息节奏上,鲍威尔对加息也保有充足耐心,重视就业恢复,且重视程度有所上升。</p>\n<p>11月宣布Taper后,鲍威尔强调,缩减并不意味着会很快加息,希望不阻碍未来潜在的就业增长。</p>\n<p>另外,从“缩减恐慌”中吸引教训后,鲍威尔对货币政策的处理更灵活。</p>\n<p>对美联储加息的预测,富国银行投资研究所的高级全球市场策略师Sameer Samana指出:</p>\n<blockquote>\n 美国正处于经济和市场的关键时刻——通胀看起来不那么短暂、量宽购债正在缩减、新冠疫情仍然存在。\n</blockquote>\n<blockquote>\n 我们仍预期美联储继续回撤疫情时期的超量宽松货币政策,并考虑在明年下半年加息,通胀若出现异样也不排除提前加息。\n</blockquote>\n<p>目前,大多数美联储官员都表示,至少在债券购买逐渐结束之前,他们不会考虑加息。</p>\n<p>鲍威尔也曾于本月初表示,在劳动力市场出现更大的复苏迹象之前,他不会考虑加息。</p>\n<p>但美国联邦基金利率期货交易员们的加息预期一直快于美联储,市场认为最早明年6月就会迎来疫情后的首次加息。</p>","source":"highlight_wallstreetcn","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>鲍威尔连任意味着什么?“提名感言”释放信号!</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; 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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\">\n鲍威尔连任意味着什么?“提名感言”释放信号!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 12:11 北京时间 <a href=https://mp.weixin.qq.com/s/b5udAIFLcPdGT-AArQv6CQ><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时间周一早上9点,盘亘在市场头上几个月的“下一任美联储主席究竟是谁”靴子终于落地。\n拜登宣布,正式提名鲍威尔连任美联储新一届主席,同时提名美联储理事布雷纳德升任为美联储的“二把手”副主席。\n这表明,在经济从新冠疫情中复苏的过程中,货币政策将保持连续性,并有利于就业恢复。\n这一消息引发市场鹰派反应,市场对首次加息的预期从2022年7月提前到2022年6月。\n01通胀创30年来新高,鲍威尔的头号“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b5udAIFLcPdGT-AArQv6CQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/b5udAIFLcPdGT-AArQv6CQ","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1105837796","content_text":"美国时间周一早上9点,盘亘在市场头上几个月的“下一任美联储主席究竟是谁”靴子终于落地。\n拜登宣布,正式提名鲍威尔连任美联储新一届主席,同时提名美联储理事布雷纳德升任为美联储的“二把手”副主席。\n这表明,在经济从新冠疫情中复苏的过程中,货币政策将保持连续性,并有利于就业恢复。\n这一消息引发市场鹰派反应,市场对首次加息的预期从2022年7月提前到2022年6月。\n01通胀创30年来新高,鲍威尔的头号“劲敌”\n\n伴随着美国经济复苏、供应链中断和劳动力短缺,通胀水平加剧上升,10月消费者价格指数创下30年来最大涨幅。\n物价快速上涨,许多美国人仍处于非常艰难的状态。鲍威尔曾表示,通胀上升是暂时的,货币政策应该支持经济增长。\n在获得连任美联储主席的提名后,鲍威尔承诺:\n\n 我知道,通胀维持高位的话将会给美国家庭带来损失,尤其是那些无法应付日益高涨的食品、住房和交通等必需品成本的家庭。\n\n\n 我将使用美联储的工具来帮助就业和支持经济,对抗快速上涨的消费者价格,并防止更高的通胀变得根深蒂固。\n\n美联储新任“二把手”布雷纳德则表示,将会重点关注确保就业状态恢复充分。布雷纳德称:\n\n 我会把美国人的就业情况作为我在美联储工作的核心,这将会降低通货膨胀率。\n\n02市场预期美联储加息将加速到来\n\n随着拜登对鲍威尔投下信任票,市场对首次加息的预期从明年7月提前到明年6月,为迄今以来最鹰派的预期。\n华尔街见闻此前援引分析文章表示:在货币政策主张方面,鲍威尔和布雷纳德均有较高的通胀容忍度,允许通胀率暂时高于美联储的长期目标。\n今年夏季,鲍威尔和布雷纳德也一致认为高通胀反映的是少数行业供需不匹配,是暂时性的。\n而在加息节奏上,鲍威尔对加息也保有充足耐心,重视就业恢复,且重视程度有所上升。\n11月宣布Taper后,鲍威尔强调,缩减并不意味着会很快加息,希望不阻碍未来潜在的就业增长。\n另外,从“缩减恐慌”中吸引教训后,鲍威尔对货币政策的处理更灵活。\n对美联储加息的预测,富国银行投资研究所的高级全球市场策略师Sameer Samana指出:\n\n 美国正处于经济和市场的关键时刻——通胀看起来不那么短暂、量宽购债正在缩减、新冠疫情仍然存在。\n\n\n 我们仍预期美联储继续回撤疫情时期的超量宽松货币政策,并考虑在明年下半年加息,通胀若出现异样也不排除提前加息。\n\n目前,大多数美联储官员都表示,至少在债券购买逐渐结束之前,他们不会考虑加息。\n鲍威尔也曾于本月初表示,在劳动力市场出现更大的复苏迹象之前,他不会考虑加息。\n但美国联邦基金利率期货交易员们的加息预期一直快于美联储,市场认为最早明年6月就会迎来疫情后的首次加息。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873195844,"gmtCreate":1636873932110,"gmtModify":1636873932188,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"好公司[微笑] ","listText":"好公司[微笑] ","text":"好公司[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873195844","repostId":"1129543601","repostType":2,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&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<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>","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><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <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> <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> </ul> <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><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><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><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><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><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><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><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><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><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><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><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><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><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><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><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><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><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><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 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.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><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) 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><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><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><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><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&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><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <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> <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> </ul> <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><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><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><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><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><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><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><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><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><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><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><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><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><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><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><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><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><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><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 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.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><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) 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><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <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><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><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><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><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&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><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879634584,"gmtCreate":1636714877138,"gmtModify":1636714877402,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"机会[微笑] ","listText":"机会[微笑] ","text":"机会[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879634584","repostId":"1198342851","repostType":2,"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879164266,"gmtCreate":1636692168297,"gmtModify":1636692168556,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"了解[微笑] ","listText":"了解[微笑] ","text":"了解[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879164266","repostId":"2182906599","repostType":2,"repost":{"id":"2182906599","kind":"news","pubTimestamp":1636635435,"share":"https://www.laohu8.com/m/news/2182906599?lang=zh_CN&edition=full","pubTime":"2021-11-11 20:57","market":"us","language":"zh","title":"增长前景被低估,是时候趁低买入Palantir了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2182906599","media":"智通财经","summary":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报,并且还上调了营收和现金流预期,该股股价依旧承压。Palantir周二下挫9.35%,隔天再跌7.13%,周三收盘报22.52美元。\n不","content":"<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报,并且还上调了营收和现金流预期,该股股价依旧承压。Palantir周二下挫9.35%,隔天再跌7.13%,周三收盘报22.52美元。</p>\n<p>不过,在分析人士看来,营收增速的加快以及客户盈利的改善,使得此次股价下跌给投资者提供了一个买入的机会。</p>\n<p><b>Palantir为何值得趁低买入?</b></p>\n<p>从Palantir第三季度的财报来看,这家数据公司表明,市场可能仍然低估了其营收增长的潜力,尤其是在持续增长的商业业务方面。</p>\n<p>数据显示,该公司三季度营收同比增长36%至3.92亿美元,高于市场普遍预期的3.85亿美元。其中,商业业务营收同比增长37%至1.74亿美元,美国地区商业营收则同比增长103%;客户方面,三季度净增34个新客户,商业客户数量环比增长46%;年初以来商业业务客户已增长了135%。</p>\n<p>而政府业务营收同比增长34%至2.18亿美元,并被市场认为增速有所放缓。就客户和营收增长而言,Palantir的商业业务正变得越来越重要。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e107521c62f460433876fe9d70dc8\" tg-width=\"932\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/7e06ef645654f0873fb89933c0dce0a2\" tg-width=\"761\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p>除了营收,Palantir在现有客户上的盈利水平也有所提高:第三季度前20大客户的平均营收增至4100万美元,同比增长35%。</p>\n<p><img src=\"https://static.tigerbbs.com/9f7b2d6935ede1e50ea0ed1a93623f62\" tg-width=\"1115\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p>另一方面,Palantir在第三季度的自由现金流为1.19亿美元,自由现金流利润率高达30%,而二季度这一数字仅为13%。该公司的盈利能力正在迅速提高,第三季度也是该公司连续第四个季度录得自由现金流利润率为正。</p>\n<p><img src=\"https://static.tigerbbs.com/81e3f239308124ab77dff2319fe2987a\" tg-width=\"1280\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>得益于软件及分析业务强劲的增长势头,该公司再次上调了全年自由现金流预期。此前一季度,Palantir预计2021年全年经调整后自由现金流为超过1.5亿美元,二季度则预期为超过3亿美元,此次则进一步将预期上调至超过4亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/945e7c0950ceaa468934588da05a45cb\" tg-width=\"893\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,Palantir还将2021年全年营收增速由30%上调至40%,原因是业务增长加速、客户获取情况有所改善。Palantir2020年全年营收为11亿美元,新的业绩指引则意味着该公司2021年全年营收将达到15.4亿美元;结合上调预期后的自由现金流和营收,该公司今年的自由现金流利润率将达到26%。</p>\n<p>分析人士预计Palantir明年营收将超过20亿美元,在2025年将达到50亿美元;若自由现金流利润率为30%,则意味着该公司2025年时将拥有高达15亿美元的自由现金流。</p>\n<p>鉴于客户对其分析服务的接受程度和每个客户平均营收的增长,Palantir的盈利能力将不断提高,30%的自由现金流利润率或许都偏比较保守了。因此,该公司2025年时的自由现金流利润率可能会进一步提高至40%、即20亿美元的自由现金流,这意味着这一指标将在4年内增长5倍。</p>\n<p><img src=\"https://static.tigerbbs.com/5111096c6a6cc75cf9df0da798732db0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在上调了营收和自由现金流指引后,Palantir的股价本该走高。不过,Palantir还预计第四季度经调整后的营业利润率将为22%,低于三季度的30%,其股价因此下跌。不过,Palantir此番操作或许是出于谨慎,该公司二季度财报中同样预计三季度经调整后的营业利润率为22%,而实际数据比自己的预测要高出8个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/612fc3abaff8d7b3a1712f2f6f827dab\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险</b></p>\n<p>Palantir在高管薪酬上花费过大,这是一个问题;此外,发行新股作为经理人薪酬方案的一部分,会稀释股东及其未来利润的份额,自2020年末以来,Palantir的股份已然增加了11%,并且可能会继续增加。</p>\n<p><img src=\"https://static.tigerbbs.com/0cec55123fc26fda52990f9551fef2a8\" tg-width=\"1280\" tg-height=\"225\" referrerpolicy=\"no-referrer\"></p>\n<p>除了股权稀释,营收和自由现金流增长放缓同样是Palantir可能面临的风险之一。如果该公司无法实现每年30%的营收增长,其股价可能会承压。</p>\n<p><b>总结</b></p>\n<p>鉴于营收和自由现金流强劲的增长势头,Palantir在公布财报后的股价下跌实则为投资者提供了绝佳的买入机会。尽管该股并不便宜,但市场明显低估了该公司的增长前景。</p>","source":"stock_zhitongcaijing","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>增长前景被低估,是时候趁低买入Palantir了?</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\">\n增长前景被低估,是时候趁低买入Palantir了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 20:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/600017.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报,并且还上调了营收和现金流预期,该股股价依旧承压。Palantir周二下挫9.35%,隔天再跌7.13%,周三收盘报22.52美元。\n不过,在分析人士看来,营收增速的加快以及客户盈利的改善,使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看,这家数据公司表明,市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/600017.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/600017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182906599","content_text":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报,并且还上调了营收和现金流预期,该股股价依旧承压。Palantir周二下挫9.35%,隔天再跌7.13%,周三收盘报22.52美元。\n不过,在分析人士看来,营收增速的加快以及客户盈利的改善,使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看,这家数据公司表明,市场可能仍然低估了其营收增长的潜力,尤其是在持续增长的商业业务方面。\n数据显示,该公司三季度营收同比增长36%至3.92亿美元,高于市场普遍预期的3.85亿美元。其中,商业业务营收同比增长37%至1.74亿美元,美国地区商业营收则同比增长103%;客户方面,三季度净增34个新客户,商业客户数量环比增长46%;年初以来商业业务客户已增长了135%。\n而政府业务营收同比增长34%至2.18亿美元,并被市场认为增速有所放缓。就客户和营收增长而言,Palantir的商业业务正变得越来越重要。\n\n\n除了营收,Palantir在现有客户上的盈利水平也有所提高:第三季度前20大客户的平均营收增至4100万美元,同比增长35%。\n\n另一方面,Palantir在第三季度的自由现金流为1.19亿美元,自由现金流利润率高达30%,而二季度这一数字仅为13%。该公司的盈利能力正在迅速提高,第三季度也是该公司连续第四个季度录得自由现金流利润率为正。\n\n得益于软件及分析业务强劲的增长势头,该公司再次上调了全年自由现金流预期。此前一季度,Palantir预计2021年全年经调整后自由现金流为超过1.5亿美元,二季度则预期为超过3亿美元,此次则进一步将预期上调至超过4亿美元。\n\n此外,Palantir还将2021年全年营收增速由30%上调至40%,原因是业务增长加速、客户获取情况有所改善。Palantir2020年全年营收为11亿美元,新的业绩指引则意味着该公司2021年全年营收将达到15.4亿美元;结合上调预期后的自由现金流和营收,该公司今年的自由现金流利润率将达到26%。\n分析人士预计Palantir明年营收将超过20亿美元,在2025年将达到50亿美元;若自由现金流利润率为30%,则意味着该公司2025年时将拥有高达15亿美元的自由现金流。\n鉴于客户对其分析服务的接受程度和每个客户平均营收的增长,Palantir的盈利能力将不断提高,30%的自由现金流利润率或许都偏比较保守了。因此,该公司2025年时的自由现金流利润率可能会进一步提高至40%、即20亿美元的自由现金流,这意味着这一指标将在4年内增长5倍。\n\n在上调了营收和自由现金流指引后,Palantir的股价本该走高。不过,Palantir还预计第四季度经调整后的营业利润率将为22%,低于三季度的30%,其股价因此下跌。不过,Palantir此番操作或许是出于谨慎,该公司二季度财报中同样预计三季度经调整后的营业利润率为22%,而实际数据比自己的预测要高出8个百分点。\n\n风险\nPalantir在高管薪酬上花费过大,这是一个问题;此外,发行新股作为经理人薪酬方案的一部分,会稀释股东及其未来利润的份额,自2020年末以来,Palantir的股份已然增加了11%,并且可能会继续增加。\n\n除了股权稀释,营收和自由现金流增长放缓同样是Palantir可能面临的风险之一。如果该公司无法实现每年30%的营收增长,其股价可能会承压。\n总结\n鉴于营收和自由现金流强劲的增长势头,Palantir在公布财报后的股价下跌实则为投资者提供了绝佳的买入机会。尽管该股并不便宜,但市场明显低估了该公司的增长前景。","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847672070,"gmtCreate":1636518732708,"gmtModify":1636518732960,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847672070","repostId":"2182088730","repostType":2,"isVote":1,"tweetType":1,"viewCount":4049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847676410,"gmtCreate":1636518708729,"gmtModify":1636518708945,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"相信[微笑] ","listText":"相信[微笑] ","text":"相信[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847676410","repostId":"2182088730","repostType":2,"isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842128028,"gmtCreate":1636157190972,"gmtModify":1636157191190,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088247795049920","idStr":"4088247795049920"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842128028","repostId":"1127340608","repostType":2,"repost":{"id":"1127340608","kind":"news","pubTimestamp":1636124077,"share":"https://www.laohu8.com/m/news/1127340608?lang=zh_CN&edition=full","pubTime":"2021-11-05 22:54","market":"us","language":"en","title":"Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127340608","media":"InvestorPlace","summary":"PLTR has short-term and long-term opportunities","content":"<p><div> I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past...</p><p><blockquote><div>今年早些时候,我第一次接触Palantir(纽约证券交易所股票代码:PLTR)股票,并立即知道它很特别。潜在的看涨论点很明确,所以我过去交易成功了...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-05 22:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past...</p><p><blockquote><div>今年早些时候,我第一次接触Palantir(纽约证券交易所股票代码:PLTR)股票,并立即知道它很特别。潜在的看涨论点很明确,所以我过去交易成功了...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127340608","content_text":"I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past few months. The easiest opportunities came when it fell in sympathy to other small-cap stocks.\nThe problem with it is that it is temporarily part of the Reddit cohort of stocks. That’s a “problem” because Palantir has fundamentals that are near bulletproof.\nThe company doesn’t need to be moving with others stocks — meme stocks — that have far more questionable scenarios. PLTR stock does not deserve to rally this fast in both directions.\nI was lucky enough to be long it when it spiked with the GameStop(NYSE:GME) storm in February. It almost hit $46 per share, then came crashing down too fast. Those who didn’t book profits at the top had a nasty reversal on their hands.\nSince then it has continued to whipsaw violently, but in a tighter range. This opened the door for actively trading it for profit. The plan was simple: Buy the dips and sell the rips.\nSome of the easiest wins have come from selling puts on bad days under $20 per share. These are bullish positions that leave room for error.\nPLTR Stock Will Be Up If Markets Are Up\nSource: Charts by TradingView\nIn the long run, I am confident that if the stock markets are higher, than so is Palantir. It it important to note that shorter term, I am not a perma-bull.\nI have been realistic about the levels where it has resistance. For example I stopped my friends from chasing it in September near $30 per share. Sure enough, it failed and corrected 20% during the September market-wide spat.\nSince then PLTR stock found footing and rallied back 17%. Are you dizzy yet? It gets better because I expect the bulls to eventually go above $30. And when they do that, they go for another 20% from there.\nMeanwhile, the short-term strategy remains to trade the range until one of the sides fails.\nI anticipate that for the foreseeable future, PLTR stock has support near $22 per share. If that fails, then much stronger buyers would step in below $20 … including me. Looking up, there are at least three levels of resistance (see chart). But once past them, the bulls will likely reach $36 per share.\nBuy and Hold Will Work for Patient Investors\nThe fundamentals suggest that it’s probably easiest to just buy the stock and hold it for the long term. The company already has a revenue rate of $1.4 billion. Management recently secured a contract guaranteeing them a 25% increase.\nIn short, there’s absolutely nothing wrong with the fundamentals, and the team seems capable. They are in the right business and at the right time. Artificial intelligence (AI) has become an absolute necessity for all businesses. Up until last year, AI was more of a novelty.\nSince the pandemic, the rate of data collection has expanded tremendously. The people can no longer make use of it efficiently to be effective. We will need the help of machines to act on all the bits of information we collect.\nPalantir delivers a setup that empowers users to make decisions on the fly. Moreover, they have two lines of business, one commercial and the other with the government. We all know how much those folks love to overpay for stuff.\nThe future is bright for this company and it will be in the lead pack of the stock market.IBM(NYSE:IBM) would learn a thing or two on how to implement a strategy. They’ve been trying to do this AI thing for decades.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":5100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}