$Palantir(PLTR.US)$为什么被分析师称为“人工智能的梅西/Messi of AI ”的PLTR即...

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network 发表于 2023-8-8 18:33
$PLTR Here is a list of things I am looking for in todays quarterly report, in order of importance ...

Palantir $PLTR did great. There's nothing I don't like about this chart. I guess expenses being flat instead of down? But I'll take flat for 2+ years with this kind of growth and forward guidance.










Key Highlights:1. On pace for S&P Inclusion in Q3, depending on results <-- This is huge. You want to be ahead of this.2. $1 Billion in buybacks have been authorized - This lets the market know that they believe the stock price is cheap at these levels, and/or that their willing to buy them if they go down. 3. 100 organizations using AIP and over 300 organizations looking to deploy AIP in their org. <-- This is a huge amount of sales interest and should keep their sales funnel busy for a LONG TIME. 4. Some quotes from Alex Karp"The demand for AIP is unlike anything we have seen in the past twenty years.""The scale of the opportunity that lies ahead has increased significantly in recent months. And we intend to capture it."I'm bullish and looking to buy at least $50,000 in $PLTR stock by tomorrow morning. And if there's a big dump, I'll buy more. NOTE - We're at a stage where I will NOT be buying calls. Not without some major downside from here. Which I do NOT expect.

由翻译自 英语

Palantir $PLTR表现出色。这张图表没有什么是我不喜欢的。我猜费用是持平而不是下降？但我会在两年多的时间里保持这种增长和前瞻性指导。主要亮点：1. 第三季度标普包容性的进展取决于结果<--这是一个巨大的数字。你想领先于这一切。2. 10 亿美元的回购已被授权 - 这让市场知道他们相信股价在这些水平上很便宜，和/或如果他们走的话他们愿意购买down.3. 100 个使










用 AIP 的组织和 300 多个希望在其组织中部署 AIP 的组织。 <--这是巨大的销售兴趣，应该会让他们的销售渠道长期繁忙。4. 亚历克斯·卡普的一些引述“对 AIP 的需求与我们过去二十年所见的任何情况都不同。”“近几个月来，未来的机遇规模显着增加。我们打算抓住它。”我看涨并希望在明天早上之前购买至少 50,000 美元的$PLTR股票。如果有大垃圾场，我会买更多。注意 - 我们正处于我不会购买看涨期权的阶段。这里并非没有一些重大缺点。我没想到。









上午5:32 · 2023年8月8日
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美国资本市场少数小企业的股价十年增长十倍的大致框架是这样的：

1.  每年营收增长 10%，
2.  因为固定成本增加非常少，虽然营收增长 10%，但实际利润可能每年增长 20%
3. 债务水平很低，每年省下的自由现金流超过市值的 1%，可以用于股票的回购或现金分红。
4. 一开始市盈率可能只有 25 或更低，等到慢慢被市场发现，更多投机者涌入，市盈率被推高，比如到 38，这就是 1.5 倍的涨幅。

1.21^10 = 6.73,  6.73*1.5 = 10.1 股价涨十倍就是这么出来的。

为了筛选出这种潜在目标，必须做到：

第一，可能看到公司年收入增长 10%的前景 (等价于十年 2.6 倍). 要避免那种收入和利润随行业周期变化波动极大的公司。要能看到公司在行业拥有一定的竞争壁垒，和潜在的增长超过十年三倍的路径。有些新兴细分行业的早期的事实垄断者，往往有这种潜质。因为投资者对其潜在市场和市场的体量缺乏理解力，会因为单个季度收入增速变缓，而提早抛售，把股价压低。

第二，要警惕那些要把大部分盈利拿去还债，或重新投入购买各种器材和重资产，而实际自由现金流很少的公司，除非有 compensating factor, 否则不能碰。

第三，市盈率高的公司，只有在相应的更高的收入增速支持下，才有意义。否则如果如果购买了一个 PE = 40 的公司，之后公司即使利润持平，但因为增长停滞，PE 减半，那么你收获的将是股价的减半。

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$PLTR Wedbush analyst Dan Ives reiterated an Outperform rating and $25.00 price target on @PalantirTech
following EPS.The analyst commented, "After the bell Palantir reported solid headline results with guidance and commentary around AIP (launched only 10 weeks ago) that will be front and center for the Palantir bulls tomorrow morning. June results came in strong with AIP front and center generating traction in the field while increasing overall customer count ~38% y/y. Total revenues came in above the company’s guidance at $533.2 million, beating its $528.0 million - $532.0 million estimate driven by strength in its government section coming in at $302.0 million (Street at $301.9 million) while the company continues to chip away at the commercial market coming in at $232.0 million (Street at $234.0 million). Looking into total customer count, total customers increased 38% y/y while US commercial customer count increased 35% y/y to a total of 161 customers, a large step forward for Palantir’s continued expansion into the space. Additionally, Palantir posted its third consecutive quarter of GAAP profitability, showing stability to the bottom line and an adj. free cash flow well above the Street at $96.0 million (Street at $68.6 million)."

由翻译自 英语

$PLTR Wedbush 分析师 Dan Ives 重申了优于大盘的评级以及@PalantirTech
每股收益 25.00 美元的目标价。这位分析师评论道：“收盘后，Palantir 报告了坚实的整体业绩，以及围绕 AIP（仅 10 周前推出）的指导和评论，这将成为明天早上 Palantir 多头的焦点。6 月份的业绩表现强劲，AIP 前沿和中心在该领域产生了吸引力，同时总体客户数量同比增加了约 38%。总收入达到 5.332 亿美元，高于公司指引，超过预期的 5.28 亿 - 5.32 亿美元，这是由于政府部门的实力推动，收入为 3.02 亿美元（华尔街为 3.019 亿美元），同时公司继续蚕食即将到来的商业市场估值为 2.32 亿美元（华尔街估值为 2.34 亿美元）。从客户总数来看，客户总数同比增长 38%，而美国商业客户数量同比增长 35%，达到 161 名客户，这为 Palantir 继续向该领域扩张迈出了一大步。此外，Palantir 公布了连续第三个季度的 GAAP 盈利能力，显示出净利润和调整后的稳定性。自由现金流远高于华尔街 9600 万美元（华尔街 6860 万美元）。”

















下午12:11 · 2023年8月8日
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$PLTR &#128680; “We expect to remain profitable on both a quarterly and annual basis this year. As a result, we anticipate that we will become eligible for inclusion in the S&P 500 after we report our financial results for Q3 2023 in early November. At that point, we will have been profitable on a cumulative basis over the preceding four quarters”
@PalantirTech
由
翻译自 英语
$PLTR &#128680; “我们预计今年季度和年度都将保持盈利。因此，我们预计在 11 月初报告 2023 年第三季度的财务业绩后，我们将有资格纳入标准普尔 500 指数。到那时，我们将在前四个季度累计盈利”
@PalantirTech

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network 发表于 2023-8-8 20:28
$PLTR &#128680; “We expect to remain profitable on both a quarterly and annual basis this year. As  ...

$PLTRRaymond James Maintains Outperform Raises PT $22Rishi Jaluria of RBC Capital says Shares should be "substantially lower" as it is not truly an #AI company. In other words, if $Meta doesnt have facebook, it should be much lower, or $googl without search business!

由翻译自 英语

$PLTR雷蒙德·詹姆斯 (Raymond James) 维持优于大市的评级 提高 PT 22 美元RBC Capital 的 Rishi Jaluria 表示，股价应该“大幅降低”，因为它并不是真正的#AI公司。换句话说，如果$Meta没有facebook，应该会低很多，或者$googl没有搜索业务！

















下午8:11 · 2023年8月8日
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network 发表于 2023-8-8 22:08
$PLTRRaymond James Maintains Outperform Raises PT $22Rishi Jaluria of RBC Capital says Shares shou ...

$PLTR reported its third consecutive quarter of GAAP profitability yesterday. We have compiled 10 key excerpts and slides from the earnings call 1. The message is clear, Palantir aims to become the most impactful and important software company in the world:

由翻译自 英语

$PLTR昨天连续第三个季度公布了 GAAP 盈利能力。我们整理了财报电话会议的 10 个关键摘录和幻灯片1. 信息很明确，Palantir 的目标是成为世界上最具影响力和最重要的软件公司：



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Riley Smelley 及 另外 8 个人

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2. Revenue and growth for the two business segments:

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2. 两个业务板块的收入和增长：



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[backcolor=rgba(0, 0, 0, 0.03)]3. According to the CTO @ssankar
, $PLTR is optimally positioned for AI:

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Large language models occupy a middle ground between algorithmic reasoning and human thought."4. Definition of a large language model (LLM):















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@Quartr_App

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5. Solving problems substantially faster across more than 50 industries:

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Large language models occupy a middle ground between algorithmic reasoning and human thought."4. Definition of a large language model (LLM):















1





1





12





1,266














































Quartr




@Quartr_App

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5. Solving problems substantially faster across more than 50 industries:

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