No sponsors, no links. Just setting the record straight on Palantir stock.

@addy_mha6376

Ай бұрын

I like a no bias approach for your channel sir

@user-uc2qk8wg6z

Ай бұрын

what you are calling proof is actually your interpretation not factual proof! issue #1: U.S. commercial revenue growth sharply decelerated to 40% from 70% last quarter growth outside the US is now epsilon just to be clear, $PLTR is too expensive, shares are too diluted (equivalent to price inflation), insiders sells when the price goes up (while Alex in an interview blasted shorters, I wish to know what he thinks about that), they do to little buybacks (~500k is very too little). Better buying some other ticker with better probability to grow this year. Then, when things will looks better it would be still possible to buy $PLTR. I have a lot of $PLTR and I regret it when I compared the rest of my portfolio. Of course if you bought at price lower than $15, your good to hold. Finally Alex should be cautious when he talks, insulting shorters (even if I hate the fact that shorting a company exists) like he did won't help. I can't put his words here coz moderation... seriously wtf ? you don't talk (or care?) about technicals ? nor about options ? your not an investor you are a gambler! sorry your FURU video is full BS

@addy_mha6376

Ай бұрын

@@user-uc2qk8wg6zthings can change what if they do share buybacks and announce a dividend and enter s and p 500 lots can happen

@fivestarmichelin4679

Ай бұрын

Love your videos a lot, but Palantir's PE is so high at 228 even after the price down at 20.5, do you think its earnings will beat the expectation that makes the PE lower than 100?

@PStar42

Ай бұрын

Do you have a timeline for the Street waking up to PLTR ?

from hater to follower palantir will dominate long market

PLTR will keep reinventing itself because they are in the innovation via data business

Glad to see you back on board Alex 😜👍

Buying the dip on PLTR and Tesla and hold for a 5 plus year horizon.

@johnb7794

Ай бұрын

Yup, same.

You make the complicated understandable. Thank you Alex. Best, Stuart

@TickerSymbolYOU

Ай бұрын

Glad I could help! Thanks for taking the time.

Alex, another fantastic video. I just love your technical approach to analyze tech companies - especially one as complex as PLTR. Also thank you for clearing up my confusion regarding customer growth and earnings. Please keep up the great work for giving me a solid roadmap to follow. Much appreciated.

I think the partnership with oracle is a big game changer Alex once they adapt to it a lot of the companies will use PLTR in my opinion. It will grow fast than we think.

@mikeecrew

Ай бұрын

They just partnered with the worst cloud provider…

I've been diving deep into innovating tech stocks putting certain percent into the next wave for the next decade.

@GilbertoGarciaPerez-bg2ul

Ай бұрын

There’s much uncertainty now, my question is what tech stocks should I add to my fidelity.

@TerryClothing

Ай бұрын

Stocks is not only about anticipating moves based off trends but anticipating through participating behind real top performers and attain how they execute perfectly.

@TerryClothing

Ай бұрын

I'd say margaret ann myatt the intelligent investor is a top market overachiever.

@ChelseaBabydaycare

Ай бұрын

I’m trying to figure out your selected holdings at the moment

@TerryClothing

Ай бұрын

I've had majority of my holdings in ETFs, tech stocks and I've had 65% increase with Nvidia P/E adding few others, Feel free to imitate my approach.

Once again!! Amazing explanation!! Thanks bro!!

So helpful! Your in-depth analysis adds immense clarity to what's really happening with PLTR to mitigate main stream media's uninformed drumbeat. Thank you!

I think people are overlooking the aip now announcement. They haven't played it up as much as they could but it sounds like it's making foundry accessible to anyone who wants to use it.

Very balanced review. Most people don't understand this point. PLTR is not an AI s/w company. They provide an interface to use LLMs. Big difference.

@sirus312

Ай бұрын

its all about the interface

@darksunrise37

27 күн бұрын

LLMs as many industry experts have said will be commoditized, the UI and integration is the big opportunity which PLTR is already a leader in. They are a few years ahead of their time. Their platform may become similar to Nvidias cuda.

Alex - Fantastic. That was the best video I've ever watched at explaining the basics of Palantir's products and I've watched a number. Thanks.

Takes a big man to admit you got it wrong and dig back into the details First with Tom and now here again with this one

Thank you for making and explaining the recent earnings vs price move.

@TickerSymbolYOU

Ай бұрын

Glad it was helpful!

When extra ching is available, been grabbing PLTR & NVIDIA!! Both will put a smile on my face in 7-10 yrs. 🤑

@darksunrise37

27 күн бұрын

Still unclear if either will maintain their dominance in 7-10 but def in the next 2-4.

Awesome stuff as always! Thank you!

I think that this analyst's opinion is very valuable, just like Jim Cramer's, in that if you listen to their stock price predictions and then do the EXACT OPPOSITE (just like George Costanza did on Seinfeld) you will be GOLDEN!

Agree 100%… my estimate gives PLTR a $23-$24 fair market value

@cipri2716

Ай бұрын

more like $10-$15! i’m bullish dont get me wrong

@chicagollama

Ай бұрын

@@cipri2716 sure for the current PE I agree… big sells this week by Peter thiel. CPI should stop the selling pressure. And if you like the $13-$15…. Sell the $19 PUTS and make some serious cash! If you get exercised than you get your price at $13-15 or less! Win win..

Excellent. Thank you!

Great video as always Alex! I knew what Palantir did but for some reason I just understood the value after watching this.

@TickerSymbolYOU

Ай бұрын

Glad it was helpful!

As always, excellent video.

The Palantir staff stock compensation is crazy high.

I’ve been in PLTR f or a little while now. Got 800+ shares @around $8 Selling 8 covered calls @ $40 for Jan/25 I’ve got about 30% of the premium in about a month. If I buy them back tho… I don’t think the stock will move much either way until next earnings. So I’m also cool just riding this premium down for another month.

@hovickeard6728

Ай бұрын

At this point of the AI buzz, Palantir still struggling.

@jackieuriah8425

Ай бұрын

I hope you understand that PLTR is up 200% over the last year, as well as responsible for my portfolio up over a million in proceeds doing some really good numbers, how’s that struggling ?

@allanumar1054

Ай бұрын

How do you do it ma’am ?

@jasonmitch1030

Ай бұрын

A common problem faced by a lot of investors is always mistaking the market for a gamble or game of luck, a sound system would always bring about profit no matter what, this is why no matter the complaints of those who have lost money trading, there’re those who also discuss profitable returns.

@jackieuriah8425

Ай бұрын

You might want to do a little due diligence on Kevin Mikan, truly top notch

Excellent details .. Thanks!!!

This was an excellent video sir! I knew that I liked others besides NVDA but I wanted to be informed that’s all.

Always a pleasure to watch your videos. Tomorrow I need to buy more shares on discount even if it’s painful 😅 But hey - no pain, no gain 💪🏼

Thanks for the info

Great video as always! what is that website where we can look at companies rule of 40??

You may be right this time!!! I followed you on buying PTLR some time ago and lost money so happy trails and good luck this time( with out me.)

Alex always great stuff. You make it easy to understand so I can make my decisions, Thanks

@TickerSymbolYOU

Ай бұрын

Glad to help!

You have some of the best content on the web, extremely knowledgeable, you understand the products and since watching this channel it’s been life changing. My question is, where can I find a list of the stocks you listed for ‘getting rich, out getting lucky?’

@TickerSymbolYOU

Ай бұрын

I appreciate that! The list of stocks is at the end of this video

Thank you for making this video

@TickerSymbolYOU

Ай бұрын

Glad it was helpful!

Awesome! Thank you

Thanks for the very informative video. I am convinced with the progress Palantir is making. I can accept the volatility as I intend to continue investing for the long term (at least 10 years) So I will DCA and build my holding gradually. Patience, for me, is the key. Thanks again. Onwards and upwards 👍

THANK YOU for this, as always very well reasoned and argued. Completely agree, can't trust Mainstream Media.

You’re correct. AIP bootcamps for commercial customers is up significantly to increase conversion of, and adoption, by commercial customers. AIP for the regular customers quietly launched recently.

Wall street analysts know more than me watching a few KZread videos.

No mention of the Oracle nexus or the new consumer access they just rolled out. Both will have a positive impact on PLTR exposure.

Thanks!

@TickerSymbolYOU

Ай бұрын

Thank YOU!

@lmncsay

Ай бұрын

😂😂😂😂 I'll buy a ton when that comes pass.

@ticker what are your thoughts on Soun can this be a B2C play and can you do a deep dive on soundhound looks like they have solid growth might be a winner.

Wild, thank you for the deep dive and cutting through the BS. I'll be buying more as the price drops.

Great video!!thanks!

@TickerSymbolYOU

Ай бұрын

Glad you liked it!

Do you think it has better prospects than Tesla? Is it a good beginner's choice? Is it advisable for somebody who wants to start investing in stocks for not so long term gains to start with it now?

@planetsaver

Ай бұрын

Don't start with Tesla if you don't want to play the long game

@culturedlambo

Ай бұрын

hi, please what are the steps for getting one?? like a really good one

@johannesdolch

Ай бұрын

Tesla is a bit complicated. I own both. Tesla has multiple giant opportunities ahead of them. We are on the cusp of Autonomy. (Don't listen to analysts, just watch FSD 12.3+ Videos on youtube) And we will see Robots a lot sooner and a lot more of them than people think. That said: Tesla is one of the most traded, most leveraged stocks in the market. If you can't deal with the swings and have the patience until the market finally gets it.... People are frustrated that Tesla STOCK (NOT THE COMPANY, THE STOCK) is no further than they were 3 years ago. I personally think that what happened in '19/'20 will happen again. Once the market realizes what kind of money a well executed Autonomy and Robotics Company can rake in, the Stock will shoot up. One huge Problem Tesla has at the moment is the Delaware Decision and the question whether Elon will stay involves in Tesla, if he can't get back to 25% voting rights.

@2736492821

Ай бұрын

tesla is going downhill

@tallguybrian7053

Ай бұрын

I like CRWD better than PLTR, but I own both. If you're just starting, take the hassle out and stick half your money in the SPY 500 ETF. Earnings beats (EPS) and YoY growth. Get some stock picking services like Stansberry Research and HX Research. Unless you're a Finance person, don't just guess. Stay away from penny and putting a lot of your capital in small cap. TSLA will be fine over the long haul. Buy companies you believe in and hold.

Ticker symbol you is Clear Security...so...that's unfortuante. But you put out some great content in this video

First "self-pleasuring" stock. Win win!

Super super high-quality content, you really have some great insights here. Thank you.

@TickerSymbolYOU

7 күн бұрын

I appreciate that!

Motley Fool has been pushing this company like crazy for the past year. Anything they push always raises a red flag for me.

@sweetpea6230

7 күн бұрын

Why do you say that? I was going to subscribe to them

@Idontwanteveryonetoknowmyname

5 күн бұрын

No, they were not. PLTR was never recommended in any of their premium services.

Great work🎉

Off topic, would you be willing to walk through how you do valuations? I would like to learn how others come up with their price targets.

The problem with Palantir is that their clients come from various industries and have differing requirements. It's challenging to train a model when the business requirements are wide-ranging. Ideally, you would want to identify companies with a more focused clientele. For example, Salesforce primarily handles sales data, which allows them to develop a model for a single use case. In contrast, Palantir operates more like a consulting business than a SaaS business. They can build custom solutions for each customer but are unable to develop a one-size-fits-all solution for most customers. Additionally, if you want to make money with AI stocks, most of the profits are currently being made by semis and cloud providers because there's a race to build SOTA models. The application layer will follow, but it is at least two to three years away. Thus, your money can earn a higher return if you invest in companies like Nvidia, Amazon, Google, and Microsoft. You might also consider exploring data center equipment plays such as Vertiv and Arista Networks, which could yield better returns in this AI infrastructure upgrade cycle.

@epiphany8728

Ай бұрын

I think palantir is about getting the data into the model

@MrHammer2088

Ай бұрын

What about Cisco?

@MTXSHO9732vV8SHO

Ай бұрын

😂😂😂Take EVERYTHING you said, replace (problem with) and replace it with (magic of). They're VERSATILE like Dennis Rodman 😂😂😂 Hell, if I could guard shooting guards like I was able to guard oversized Small Forwards and undersized Power Forwards I would've had a chance to make it to the NBA 😂😂😂😂😂

@eth852

Ай бұрын

@@epiphany8728 That would be Databricks, but it is still a private company. I would buy the stock when it goes public though.

@eth852

Ай бұрын

@@MrHammer2088 Cisco is cheap, but Arista is a better AI play. It has dominated high-speed networking for years, even before the AI race.

Do you think it is a good time to buy SMCI now? Thank you🤗

05.22.24 I came across one of your recent videos and became an instant fan and subscriber. Thank you for the details and very well done presentations. My best to you!

@TickerSymbolYOU

Ай бұрын

Thank you so much and I’m happy you’re enjoying the content!

I hope it goes to $5. I need to buy more.

At 20% growth rate I believe they are fair valued right now. But I believe their growth will accelerate plus I don't think their inevitable S&P inclusion is priced in.

He's Back (he never actually left)!

@robarjay

Ай бұрын

No, pretty sure he did

Can you do a video on Soun ? Thanks and keep up the great work

Very helpful breakdown

Thanks Alex 🙂

Great work. Congratulations on your videos. Best regards and a big thank you from Portugal.

@TickerSymbolYOU

Ай бұрын

Thank you from across the world!

Good analysis. As a PLTR stockholder I've been more than confused by the market reaction post earnings and you helped resolve that disconnect. Suggestion, could you take a look at IOT?

@darksunrise37

27 күн бұрын

PE is pretty high but not historically for a somewhat speculative growth stock. Great medium term stock. No guarantees but I’m confident their AIP will gain network effects as businesses will be pressured to adopt. Competitors will learn how to maximize its value which hasn’t really been unlocked yet and as the platform expands and improves it will be a game changer for many many businesses of all sizes. It’s pretty exciting tbh.

@darksunrise37

27 күн бұрын

But to answer your question. People are chasing the short term gains they saw over the last year, it’s now on more stable footing and anything but far exceeding earnings will spark sell offs but it’s fine pretty normal for stocks like this. Just gotta believe in the long term vision and their ability to execute on their strategy.

I appreciate the clarity of your presentation. Well done. Let's hope it finds a large audience. Send a copy to the RBC analyst featured in the video. Let's see what he says about this powerful rebuttal.

Thx!

Great video

Thank you

That idiot did raise his target from $5 to $9......thanks for your hard work

@MTXSHO9732vV8SHO

Ай бұрын

😂😂😂😂😂

@wootwoot9940

Ай бұрын

LOL, Analys are dumb

@CjJohnWynn

Ай бұрын

I think that was some chick with a bad record of trading actually.

@rman52

Ай бұрын

He is a shill for the institutions that want to spook the retail investors. So they can get their shares cheap. Screw the smart buyers who saw the potential before idiots like him.

Still 17X EV/revenue and over 200X PE, so I would like to see higher growth rates. Rule of 40 is always quite high on software companies with high gross margins feeding down to operating margins, so I don't weight that so much. I am long PLTR but got in at much much lower levels.

This is why you need to make your own assessment . How I look at it is really impressive to have high growth, launch new services AIP and remain profitable at the same time. Technology usually takes years if not decades to reach that level of success . The fact they are profitable shows proof of concept . I'm up over 600% in the last 18 months. This is just my opinion. I think everyone should do their own research and fact check everything you hear . And always protect your capital

I like everything you say and others. I also own some. But the dilution/stock compensation seems to be intensive. I hopeI am wrong here.

PLTR been one of my favorite things to short the past few weeks. Makes nice tops.

good job!..can we say its remind me SAP?

Your next CB pick

I had brought about $ 1k stock since 2 weeks ago. Hope it will rise like what the video says

Thanks for this video. One question, I’m not sure how much stock we should put into the CEO saying how great they’re doing. It’s kind of his job to do that. This isn’t a question just related to palantir but how much credence we should apply to all such CEO’s blowing their own trumpets.

Love the video as always great insight

Alex, I thought POET made your list. Where does it sit with you now?

Got a little, but not a convicted holder at these valuations. I mean, PLTR's forward PE is getting close to that of WING. But with Wingstop, you get wings. WINGS!! o/

It ran 8% the day of earnings...then dumped but held above 20 so far. Many were calling for 18 and 16.....some "analyst" upgraded from 5 to $9. Lots of fud around a good company

PLTR will slowly fall into a blockbuster company once Ai gets integrated with companies to process data faster and better that’s my take but it’s got a few yrs on being bullish but def not a long term play

I'm holding my pltr got in at $11, wish I will have added more when it dip in the 6s..

Good vid

Better choice Cereno Scientific ❤❤❤im all in

It made more sense to purchase it in 2022 when the price was a third of what it is now.

Even after Peter Thiel had his massive sell off? It, and other market forces moved the stock from 23 to under 21 during the specific days of the sales. I personally think long term it is a keeper, and I am a long term buyer, but what is our DCA strategy?

what about number of shares they print ?

I believe Palantir provides so advanced solutions in AI that investors and stock analysts don’t realize what is really going on. AI is extremely complex tech that only few can figure the outcomes of major projects. It is a matter of unlimited breakthroughs, way beyond basic IT knowledge, what makes most of us totally disconnected of the reality. It simply is not mastered by all, actually the majority of all lacks the comprehension of the new reality that AI brings all together and just see obvious things like games, voices, searches and so on. Financial market is becoming a rule of science if you are really on to tech stocks. It is difficult for most of people to understand what Palantir delivers. Let’s wait and see.

It's only down because derivatives.. lots of retail bulls were on calls for earning . The market makers pushed it up sold the calls on the top then dumped .

The problem with Palantir is Palantir. They are too smart for their own good. It can seem obvious what their tools can do to the advanced technologist, but to a less technical individual their value proposition is hard to distinguish amongst a much more crowded marketplace.

I am waiting to start sub 20$.Hopefully DCA down to 10$ if recession hits.

PLTR. Valued at 45 billion market cap. Earning about 2.5 billion a year with fairly slow growth in absolute terms, not percentages. No idea of how big their TAM is since their services aren't clear. Given their growth rate and current revenues, their valuation should be closer to 20 billion or a 10 or 12 dollar stock price. Hype stocks like PLTR, NVDA, TSLA, and the like have whacky valuations because lots of demand for the stock regardless of fundamentals or actual worth. So you invest in them at your own risk when their valuations are high and hope you don't end up on the short end of the stick if a problem occurs.

Theyre currently trying to medium hard downplay pltr the upside i see comming makes me have anxiety and feel sick as forsure the mountainous amount i see comming will be sick let this be a futurepredictionof sorts or im just speaking this into existenceand so it will be , im loading up my truck on pltr you should consider it with a good look aswel good luck.

Go all in tomorrow!

@2002S40

Ай бұрын

And get burn. Alex Karl and crew will treat you as their ATM, they will knock your share price down with their free options.

@user-dj4fk8hg2l

Ай бұрын

@@2002S40 lol I was being facetious

Please have a talk with Tom Nash about PLTR and TSLA.

Party On with my 'Ol Bud Alex and $PLTR 🥳🥳🥳🥳

Omg, I parked next to their offices and never knew they were doing something!

A bigger deal than the bootcamps is that they released full AIP to any user with a free tier of $500/month given usage.

Im buying more TESLA 🎉🎉

I’m always buying nvda, pltr, qqq = I win😂🎉 share counts! 57 rule of 40 is the best financials of any company besides Microsoft and Nvda boys! Learn 2 read these insane margins and understand how this scales ⚖️

May I ask which investments are good? I've been looking at a few different ones but want others' opinions as well..

@WalterDorcas

Ай бұрын

What I think everyone need is a Financial Adviser, who can help you get in and out of any investment at any time and you'd sure be in Profit.