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PLTR BOTTOM OUT? Buy & Hold LONGPalantir Stock Looks Attractive At $9, But There Are Two Key Concerns Palantir’s Increasing Exposure To Government While Palantir’s Revenues expanded by about 24% in 2019, growth is likely to pick-up to levels of over 40% in 2020 as Covid-19 related disruptions increased demand for the company’s services. Much of this growth will likely come from the Government space. Over H1 2020, Government Revenue expanded about 76% year-over-year, while its Commercial Revenue grew by just 26%. The higher government exposure – particularly in areas related to surveillance and national security – comes with transparency and perception issues – which could put off software investors. That said, Palantir still has a lot of scope to grow in the Commercial space, with its total addressable market standing at about $56 billion. Investors could re-think Palantir’s valuation if they see more proof points indicating progress in the commercial sector, via high profile deals or stronger Revenue growth. Palantir Can’t Scale As Seamlessly As SaaS Stocks Investors aren’t treating Palantir like a Software as a Service (SaaS) stock. SaaS companies incur upfront costs to develop and maintain their products, but they can scale-up seamlessly to a large number of users and have low customer acquisition costs. Palantir’s software, on the other hand, requires a lot of customization by Palantir engineers to adapt to the unique needs of customers. Its user base is also concentrated (125 users as of 2019, with 20 of them accounting for two-thirds of Revenue). This adds significantly to the company’s costs. For instance, Sales and Marketing Expenses stood at 61% of total Revenue in 2019, with General & Administrative costs standing at over 43% of Revenue. This significantly impacts the company’s bottom line, with Net Margins standing at -78% in 2019. In comparison, Datadog, a SaaS player that provides solutions to monitor cloud applications, had Net Margins of -5% during its most recent fiscal year. However, with Revenues likely to pick up this year, Palantir’s Net Margins should also rise. Over H1 2020, Net Margins stood at -34%. (this info was outsourced) DotcomJack | Going Long On PLTR
PLong
by DotcomJack
2
$FB Mr.Zuckerg I gotta good feeling about you. FB looking bullish here entered long position on bounce off 164.14 support. Targets 1 2 and 3 highlighted in green. Need to see how price reacts at 171 level. Break of that level for continued bullishness and 188 target. If rejected at 171 level may see retest of 152 level. Bearish scenerio although is double rejection at 171.40 area. High probability of gap getting filled at 152 before any further bullish actions. I personally am long. Let us see what is decided.
FLong
by HighProbabilityTrader
My new year resolution for 2018 is to buy more Bitcoin!Let's log this chart and take a look at what BTC did before it became mainstream, and how far we could potenially go in 2018! I have waited a long time for this, but yes, Bitcoin has become mainstream! Fundamentally Everybody around me is talking about crypto now, and not only Bitcoin. More and more are engaging slowly with the space. Now this happened before last bubble bursted as well, but, fundamentals have changed for the better and I still see room for growth! People now are trusting the technology, maybe not the majority of old people, but millenials are really embracing cryptocurrency! The masses have finally realized all the amazing technological improvements crypto brings to the table :D What's also very important to look at is the BTC dominance in marketshare. Right now it's at 35.7% . It was just at ATL. Over time this will keep happening as more and more coins gets added to coinmarketcap.com (I am taking my numbers from there) . However, it shows me two things. One , that BTC has underperformed the market in the last weeks, which is a bullish sign for short term. And two , that its far from impossible for BTC to go above 20k. We have had some insane percentage gains on some of the few big ones already. So, lets see whats the latest surrounding Bitcoin. The big one today is Zuckerberg post! It looks like he will dedicate 2018 to look into crypto and how it can be used to Facebook and their services. Now this takes minimum a long time, and not even guaranteed that it will be Bitcoin when the time comes. But it's big for the cryptospace when people like Zuckerberg comes out with statements like this. It legitimizes the techology, makes it more attractive. I also see a post about a quote from Google CEO , no idea why that got so much attention. Quote is like a couple years old and dont even know if its legit.. The huge problem with Bitcoin right now is that its barely usable and very expensive to do so. We need lightning, we need atomic swaps. Here is an interesting tweet from Jameson Lopp. But as long as Bitcoin is unusable, it's crown will get weaker and weaker. Technical This is a very long term chart. It's on the 1W, and its on log. You can see I have calculated the percentage increase from the entire last major bullrun. It turned out to be 22,900% . If I go by 230 USD as the low for this bullrun, I get 52,900 USD on a 22,900% increase. There is also the 2.618 fib at 51k , so would be a place with heavy resistance. Could history repeat itself? It's hard to say, but BTC is in my portfolio, and I will keep updating this idea through all 2018 :)
BITSTAMP:BTCUSDLong
by Kryptokelly
51