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$Palantir(PLTR.US$ Despite the fact that the stock price has risen in the past 2 months, it still looks undervalued.
The reason is that the company is projected to generate significant free cash flow (FCF) and FCF margins over the next year. As a result, I estimate that the company's share price could still reach $35 per share, which means an increase of more than 22% over the current price.
This article explains why.
On Tuesday, July 12, PLTR's stock price was $28.68, up 39% from the recent low of $20.60 on May 10.
I explained the intrinsic value of PLTR shares in the 5/28 Barchart article “Palantir Shares Still Have Room to Rise Based on FCF Margins — Short Put Strategies Work.”
The article stated that an FCF of 0.9 billion dollars can be generated based on a predicted FCF margin of 30% and a revenue run rate of 3 billion dollars. Based on the 1.5% FCF yield assessment, PLTR shares are 60 billion dollars, or...
The reason is that the company is projected to generate significant free cash flow (FCF) and FCF margins over the next year. As a result, I estimate that the company's share price could still reach $35 per share, which means an increase of more than 22% over the current price.
This article explains why.
On Tuesday, July 12, PLTR's stock price was $28.68, up 39% from the recent low of $20.60 on May 10.
I explained the intrinsic value of PLTR shares in the 5/28 Barchart article “Palantir Shares Still Have Room to Rise Based on FCF Margins — Short Put Strategies Work.”
The article stated that an FCF of 0.9 billion dollars can be generated based on a predicted FCF margin of 30% and a revenue run rate of 3 billion dollars. Based on the 1.5% FCF yield assessment, PLTR shares are 60 billion dollars, or...
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There are people called “gods” in the stock investment world. Of the United StatesWarren Buffett, 93 years old. The investment company “Berkshire Hathaway” he leads has continued to succeed for many years by investing in cheap, excellent stocks.
Currently, what accounts for 50% of the US stocks held by the companyApple Shares (AAPL)That's it. Stock prices have jumped about 1.5 times since the beginning of this year,Update the highest valueI did.
Apple's stock price has risen to close to $200, but iPhones, Macs, etc.“Extraordinary product”As a result, it is trusted not only by consumers but also by investors around the world, and a sustained rise in stock prices can be expected (as of 2023/12/14).
At the last FOMC of the year, due to Chairman Powell's remarks from the pigeons,Expectations of early interest rate cutshas increased,Year-end rallyExpectations are also rising. How about taking this opportunity to start investing in popular stocks that Mr. Buffett's portfolio is proud of?
However, not everyone can become the “god” of investing. However, if you don't have confidence in your “eyesight,” you can also use “God” as a reference. Berksha...
Currently, what accounts for 50% of the US stocks held by the companyApple Shares (AAPL)That's it. Stock prices have jumped about 1.5 times since the beginning of this year,Update the highest valueI did.
Apple's stock price has risen to close to $200, but iPhones, Macs, etc.“Extraordinary product”As a result, it is trusted not only by consumers but also by investors around the world, and a sustained rise in stock prices can be expected (as of 2023/12/14).
At the last FOMC of the year, due to Chairman Powell's remarks from the pigeons,Expectations of early interest rate cutshas increased,Year-end rallyExpectations are also rising. How about taking this opportunity to start investing in popular stocks that Mr. Buffett's portfolio is proud of?
However, not everyone can become the “god” of investing. However, if you don't have confidence in your “eyesight,” you can also use “God” as a reference. Berksha...
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Beginners in investingGood stocks in US stocksIt can be difficult to find.![]()
So, America's, which has achieved great successSee large investors' portfoliosWhy don't you try it?
Furthermore, you will learn the knowledge of experienced investors, and it is full of information that is very useful for improving investment power and selecting excellent stocks, such as risk management, understanding investment strategies, and grasping market trends.
If you use moomoo,Information on stocks held by institutional investorsYou can get it.![]()
Be sure to try it out right now!
Buffett's holdings hit a new high! Check out the “God of Investment” portfolio you're interested in right now >>
moomoo.com/and/c...
So, America's, which has achieved great successSee large investors' portfoliosWhy don't you try it?
Furthermore, you will learn the knowledge of experienced investors, and it is full of information that is very useful for improving investment power and selecting excellent stocks, such as risk management, understanding investment strategies, and grasping market trends.
If you use moomoo,Information on stocks held by institutional investorsYou can get it.
Be sure to try it out right now!
Buffett's holdings hit a new high! Check out the “God of Investment” portfolio you're interested in right now >>
moomoo.com/and/c...
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In 2023, investors' optimistic expectations for the development of artificial intelligence (AI), expectations of interest rate cuts by the Federal Reserve, and the return of high-tech stocks to the throne led the US stock market. Until December 18, “information technology” and “general consumer goods” were at the top of the US stock sector growth rate this year, rising over 70% and 47%, respectively.
This year, high-tech stocks are driving the US stock market. Due to the AI boom, super micro computers, which accelerate with server products for AI, etc., have surged nearly 300% since the beginning of the year, NVIDIA, a major semiconductor company, has also risen over 240% year to date, and IT giant Meta, data analysis partner, etc. have also risen 170% or more since the beginning of the year.
The recovery of semiconductor-related stocks is remarkable in the US stock market this year. “Semiconductors” are shining at the top. Until December 18, the SOX Index (Philadelphia Semiconductor Stock Index) rose 62% year to date and recorded a record high. It greatly surpasses the three major US indices.
Source: Nihon Keizai Shimbun, Moomoo
-MooMoo News Zoe
This year, high-tech stocks are driving the US stock market. Due to the AI boom, super micro computers, which accelerate with server products for AI, etc., have surged nearly 300% since the beginning of the year, NVIDIA, a major semiconductor company, has also risen over 240% year to date, and IT giant Meta, data analysis partner, etc. have also risen 170% or more since the beginning of the year.
The recovery of semiconductor-related stocks is remarkable in the US stock market this year. “Semiconductors” are shining at the top. Until December 18, the SOX Index (Philadelphia Semiconductor Stock Index) rose 62% year to date and recorded a record high. It greatly surpasses the three major US indices.
Source: Nihon Keizai Shimbun, Moomoo
-MooMoo News Zoe
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![[2023 Review] What is the strongest sector for US stocks this year? Tech is leading the way! NVIDIA Joins “1 Trillion Dollar Club”](https://sgsnsimg.moomoo.com/181250687/editor_image/9e95fbee6a5a382e85c511d7b79408ed.png/thumb)
![[2023 Review] What is the strongest sector for US stocks this year? Tech is leading the way! NVIDIA Joins “1 Trillion Dollar Club”](https://sgsnsimg.moomoo.com/181250687/editor_image/74498b21e4383674994cadb53a06acbc.png/thumb)
![[2023 Review] What is the strongest sector for US stocks this year? Tech is leading the way! NVIDIA Joins “1 Trillion Dollar Club”](https://sgsnsimg.moomoo.com/181250687/editor_image/3d91e7895bde316eae06ef62c5d8785f.png/thumb)
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It consists of US semiconductor-related stocks in response to the increase in interest rate cut observations next year and the decline in long-term US interest rates $PHLX Semiconductor Index(.SOX.US$IsYear-to-date highs are updated every dayI did. Furthermore, the US Fed showed the end of tightening policies and interest rate cuts next year with a new interest rate and economic outlook, and the NY Dow hit an all-time high for the first time in 1 year and 11 months on the 13th, and the Philadelphia Semiconductor Stock Index also rose by about 1.5%,High price for the first time in about 2 yearsI put it on. Semiconductor stock prices are gaining momentum, $NVIDIA(NVDA.US$with $Advanced Micro Devices(AMD.US$Each has signed a contract at the beginning of the year226%、112%It has grown rapidly and is showing high performance.
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Will semiconductor stocks continue to rise?
Although the semiconductor sector plummeted in 2022, it recovered in 2023. 5G, cloud computing, artificial intelligence, etc.New technology has led to a rapid increase in demand for semiconductors、US-China trade frictionhas brought about an imbalance between supply and demand, and semiconductor prices and profit margins have risen...
Although the semiconductor sector plummeted in 2022, it recovered in 2023. 5G, cloud computing, artificial intelligence, etc.New technology has led to a rapid increase in demand for semiconductors、US-China trade frictionhas brought about an imbalance between supply and demand, and semiconductor prices and profit margins have risen...
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Options markets are suggesting that $Bitcoin(BTC.CC$ will hit $50,000 by January.
This also happens to be the same month that Bitcoin ETF approvals are expected.
Open interest for Bitcoin $50,000 strike calls is massive, as displayed below.
A move to $50,000 would put Bitcoin up more than 200% from its low.
Options are suggesting the run is only just beginning.
This also happens to be the same month that Bitcoin ETF approvals are expected.
Open interest for Bitcoin $50,000 strike calls is massive, as displayed below.
A move to $50,000 would put Bitcoin up more than 200% from its low.
Options are suggesting the run is only just beginning.
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Over the past 2 weeks, high-tech companies have announced financial results one after another. The performance of tech stocks cannot be said to be bad by any means, but it seems that there is also a strong sense of uncertainty about performance guidance and economic forecasts.
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple(AAPL.US$、 $Microsoft(MSFT.US$、 $Alphabet-A(GOOGL.US$、 $Amazon(AMZN.US$、 $Meta Platforms(META.US$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple(AAPL.US$、 $Microsoft(MSFT.US$、 $Alphabet-A(GOOGL.US$、 $Amazon(AMZN.US$、 $Meta Platforms(META.US$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
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