EDDIE_2000
commented on
$Palantir (PLTR.US)$
I have nothing but gratitude for Ratchi-san 🙏
The ex-dividend price is $110 / profit-taking target is $320
I want to hold on patiently until around 2030 with $320 as a reference for the time being.
I'm looking forward to the S&P500 inclusion next week, but since the market is going down, I wonder how far it will rise...
I hope we can achieve ATH by the end of the year!
I have nothing but gratitude for Ratchi-san 🙏
The ex-dividend price is $110 / profit-taking target is $320
I want to hold on patiently until around 2030 with $320 as a reference for the time being.
I'm looking forward to the S&P500 inclusion next week, but since the market is going down, I wonder how far it will rise...
I hope we can achieve ATH by the end of the year!
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EDDIE_2000
liked and commented on
$Palantir (PLTR.US)$
Holder-san, do you think Palantir will break through $100? 👍
Holder-san, do you think Palantir will break through $100? 👍
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EDDIE_2000
voted
On June 7th, $S&P 500 Index (.SPX.US)$ rebalancing was carried out, $Palantir (PLTR.US)$marking the third inclusion. With AI gaining attention and Palantir maintaining strong performance, there is a very high likelihood of being included in S&P, which could lead PLTR to advance like Tesla.
First, let's explain why Palantir is becoming a candidate for inclusion. To be included in the S&P500 index, several strict criteria related to market capitalization, liquidity, financial soundness, and corporate governance must be met. For Palantir Technologies (PLTR) to be considered a leading candidate in the composition of the S&P500, it needs to meet these key conditions:
1.Market capitalization: It is required to have a market capitalization of at least $14.6 billion (as of 2023). Palantir's market capitalization has been exceeding this criteria for some time.
2.Liquidity: Companies need to have sufficient liquidity and high trading volumes. Palantir's shares are actively traded, attracting investors...
First, let's explain why Palantir is becoming a candidate for inclusion. To be included in the S&P500 index, several strict criteria related to market capitalization, liquidity, financial soundness, and corporate governance must be met. For Palantir Technologies (PLTR) to be considered a leading candidate in the composition of the S&P500, it needs to meet these key conditions:
1.Market capitalization: It is required to have a market capitalization of at least $14.6 billion (as of 2023). Palantir's market capitalization has been exceeding this criteria for some time.
2.Liquidity: Companies need to have sufficient liquidity and high trading volumes. Palantir's shares are actively traded, attracting investors...
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EDDIE_2000
voted
Expectations for electric vehicles, which had been greatly hyped, are now slowing down globally. Major global automakers are postponing their investment plans for electric vehicles, while the USA... $Tesla (TSLA.US)$It can also be confirmed from the stock price movements of major EV manufacturers. Year-to-date, the stock price of [EV Manufacturer] has risen nearly 40%, while Tesla's stock price has declined over 30% year-to-date and remains in a low range. $Toyota Motor (TM.US)$The stock price of The yen depreciation and increased production and sales are supporting Toyota's comeback.However, the stock price of Tesla is.The rapid rise of [Company's Stock] is supported by several factors, such as a weak yen, increased production and sales, and the undervalued valuation of Japanese stocks.The yen depreciation and increased production and sales are supporting Toyota's comeback.
The yen depreciation and increased production and sales are supporting Toyota's comeback.
Toyota's rapid rise is supported by several factors, such as a weak yen, increased production and sales, and the undervalued valuation of Japanese stocks.
First,円安はトヨタのような輸出志向の日本企業に恩恵をもたらしている。トヨタの生産コストの大半は円建てで、海外販売は現地通貨建てであるため、円安になるとトヨタの円建て収益が増加し、利益率が高まる。 円安は海外市場でトヨタ製品の価格優位性をもたらし、販売台数の増加に寄与した。
第二に、製造業の回復と消費者の嗜好Toyota continues to win the title of world automobile sales. Last year...
The yen depreciation and increased production and sales are supporting Toyota's comeback.
Toyota's rapid rise is supported by several factors, such as a weak yen, increased production and sales, and the undervalued valuation of Japanese stocks.
First,円安はトヨタのような輸出志向の日本企業に恩恵をもたらしている。トヨタの生産コストの大半は円建てで、海外販売は現地通貨建てであるため、円安になるとトヨタの円建て収益が増加し、利益率が高まる。 円安は海外市場でトヨタ製品の価格優位性をもたらし、販売台数の増加に寄与した。
第二に、製造業の回復と消費者の嗜好Toyota continues to win the title of world automobile sales. Last year...
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EDDIE_2000
liked
$Palantir (PLTR.US)$年末ラリーで、24ドル突破期待!
FOMCメンバーによる2024年末の政策金利見通し(中央値)が4.50~4.75%
現行は5.25~5.50%。75bp低いこととなる
つまり、FRBが来年3回の25bp利下げすることを意味しますかね
利下げの度に株価上昇期待高まる
来年【利下げ3発+s&p500採用+好決算4発】で、パランティア最高値奪還なるか?!
FOMCメンバーによる2024年末の政策金利見通し(中央値)が4.50~4.75%
現行は5.25~5.50%。75bp低いこととなる
つまり、FRBが来年3回の25bp利下げすることを意味しますかね
利下げの度に株価上昇期待高まる
来年【利下げ3発+s&p500採用+好決算4発】で、パランティア最高値奪還なるか?!
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$Palantir (PLTR.US)$ SP500組入れ今回は残念ながら漏れたが来年の次のタイミングに期待!
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EDDIE_2000
voted
Columns [Financial Summary] Will NVIDIA record sales and net profit be the catalyst for a new AI boom
Major US semiconductor company $NVIDIA (NVDA.US)$The 24Q2 financial results were announced after closing on the 23rd. Sales exceeded double the same period last year,A record highIt has been reached. It rose 8% in pre-market trading on the 24th.
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...
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EDDIE_2000
voted
Palantir $Palantir (PLTR.US)$
Q3 2023の見通し:
・収益:5億5300万~5億5700万ドル
・調整後営業利益:1億3500万~1億3900万ドル
・GAAPベースの純利益
2023通年の予測:
・売上高ガイダンス:22億1200万ドル(以上)
・調整後利益:5億7600万ドル(以上)
・GAAPベースでは、各四半期とも当期純利益を見込む
(本投稿にあるデータは公式サイトから引用しますので、ご参考までに)
Q3 2023の見通し:
・収益:5億5300万~5億5700万ドル
・調整後営業利益:1億3500万~1億3900万ドル
・GAAPベースの純利益
2023通年の予測:
・売上高ガイダンス:22億1200万ドル(以上)
・調整後利益:5億7600万ドル(以上)
・GAAPベースでは、各四半期とも当期純利益を見込む
(本投稿にあるデータは公式サイトから引用しますので、ご参考までに)
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EDDIE_2000 OP : Thank you for your comment
I assume, like satoru3 said, that it will be within 3 years that it will reach $100