PLTR

"they have no interest in buying a Palanteer, for example, and waiting for it to hit a $2,000 or a 2,000% gain, excuse me."

"Then we have Micron, Rubric, Cash Position, Palanteer, Uber, Robin Hood, New Reddit, Axon, Netflix, and a couple of shares of Nvidia."

"Palantir, but man, you guys know I am super bullish on Palantir. I have been bullish on Palantir from the start."

"Michael Bur actually has an opposing view of the stock, go watch our Palunteer video next."

"Palanteer has underperformed this year, but over the last couple of weeks has done excellent."

"Palanteer up 7,500."

"In addition, Palunteer, Caterpillar, Tesla, Oracle, and a newer AI name called Nebus."

"That's exactly what happened to Palanteer, Google, obviously."

"Palanteer printed millionaires because their platforms bring AI to highly regulated industries."

"We also have Nvidia, Palantir, Tesla, the shorts there."

"But those come with more downside risk, and they don't have the balance sheet protection of Nvidia or Palantir."

"Companies are onboarding during boot camps in a matter of days and integrating Palantir into their core operations."

"But let's step back and be brutally real about where Palantir sits right now. I still consider Palantir a phenomenal long-term investment, and it remains my largest single position."

"Palantir and Nvidia aren't ordinary tech stocks. They're fortress investments."

"But I didn't sell a single share. In fact, I stayed locked into Palantir because every single fundamental metric showed the business was accelerating underneath the hood."

"I'm overweight Palantir because the commercial explosion is just getting started."

"We just saw this exact scenario play out with Palantir. Earlier this year, the stock was beat down nearly 30% year to date."

"I get asked the same question constantly. If Palantir popped 30% and Nvidia is near record scale, shouldn't you just take your money and run?"

"The Palantir bear case. The valuation is rich. A forward P/E over 100 leaves zero margin for execution errors."

"In their latest quarter, Palantir generated $1.94 billion in total revenue, representing an incredible 93% growth year-over-year."

"My goal is to own great companies for the long term. That's why I'm holding Palantir, and it's why I own Nvidia."

"Now, look at Palantir. Can you name a single software company that can replace Palantir's operating system in the U.S. defense sector? You can't."

"Guys, my honest opinion on Palunteer is I'm not a huge fan of Alex Karp and his persona. I think he needs to focus on running a great business, which he's obviously doing, but stop worrying about Michael Bur and short sellers."

"Overnight, the market slapped roughly 30% onto the entire value of the company. Then it wobbled. Over the next two days, it drifted down a little bit as some investors cashed in their winnings. But then on Friday, August 7th, buyers came roaring right back and shoved it up another 10% to about $172 per share. Add it all up and Palunteer jumped nearly 37% in a mere four trading days."

"So based on my middle assumptions, which included 25% revenue growth, I'm looking at a 5.3% return if I paid today's price. Now, if the high assumptions occur, I'm at a 17% return."

"Bull case number three. Defense spending may be entering an AI boom and Palanteer is perfectly positioned for it. Its US government business grew 90% to over $800 million."

"Bur closed out his puts on Palunteer for a massive win. But that being said, he still holds a long-term bearish position against Palunteer."

"So, we're now at the point where we're here to put it in our stock analyzer tool. So guys, our goal here is to make assumptions about the future. And the stock analyzer tool will tell us, not including the balance sheet, what the company is worth to us based on our own assumptions."

"Bear case number three. The world outside America may push back. Almost all of Palanteer's incredible growth is coming from the US while the rest of the world grew far, far slower. And there are real warning signs abroad. France's intelligence agency dropped Palanteer for a French rival. And it hit a snag with police in London."

"Bullcase number one, Palanteer might be becoming the operating system for AI inside big companies."

"If you own Palunteer stock right now, this video could completely change how you think about it because this company just did something that has Wall Street calling it either the future of everything or the most dangerous stock in the market."

"One of the most infamous investors alive, Michael Bur has been betting against Palanteer."

"Palanteer didn't just beat this quarter. It dramatically raised its forecast for the entire year, bumping its expected 2026 revenue by about half a billion dollars to over $8.1 billion for the entire year. Companies almost never raise their outlook by that much all at once. It was a loud signal that management sees this boom accelerating, not slowing down."

"Bearcase number one, the growth has to slow down eventually. It's just math. Palanteer cannot grow at these rates forever. The bigger it gets, the harder those giant percentages become."

"His whole point was about the price versus the value. that the valuation had floated completely away from reality."

"Bold case number two, the growth is speeding up at a size that's almost impossible."

"Palunteer posted a 47% operating margin, meaning that it keeps about 40 cents of profit out of every single dollar that they bring in revenue after paying all the business expenses to run the business. Now, most companies growing this fast are burning burning burning cash to do it. Palunteer is minting it, generating over $1.2 2 billion of cash in a single quarter."

"Barecase number two, the competition is about to get vicious. Palanteer's enormous success has painted a giant target on its back. Now, some of the richest, most powerful companies on Earth, Microsoft, Amazon, Google, Oracle, plus the AI makers like OpenAI are all circling the same prize."

"Palanteer, the software company that helps businesses and governments make sense of their mountains of data, actually put AI to work, reporting revenue of about 1.9 billion the quarter. Guys, that was up 93% from just one year ago. 93% revenue for a company this large. That kind of growth is almost unheard of and it easily crushed what Wall Street had expected all along."

"Palanteer signed a record $2.1 billion of new US commercial deals up 153% and its backlog of already promised future work jumped to over $6 billion."

"Palunteer, no longer Palunteers, cuz I was showing, you know, obviously Salesforce and Service Now, but Palanteer, you know, this stock is up 64% from the June lows it hit. It hit lows in June, 64% move, now 2,288% in the public count on Palunteer stock. Congratulations, any Palanteer shareholders. What a move."

"By the way, I did buy more Palenteer at 125 before the earnings report. I said this, I know earnings are later today and this is a gamble on the earnings reaction. and Palanteer will crush it, but the stock might not react the way you think like 3 months ago."

"Palanteer is now here 3.64% 64% of the portfolio already up 55% on my position on my second position."

"You will see me come on here and be excited just like I was back early on with Palanteer, you know, down in the, you know, 67 range."

"It's the same exact way I don't worry about Palanteer during a downturn as well. They have more uh demand than supply."

"Now, Palunteer made a lot of people a lot of money for a long time, but there was a question mark. Is AI going to eat their lunch? They've answered that question. this monster spike here."

"When Palantir was at 143, Coach told you that it was going to go to at least 150, okay? Now, fast forward, okay? After I told you that, it went to 160. And today, we are currently sitting at 170, okay?"

"Palantir remains red hot. That stock with a $15,000 up move in the public account here today."

"Palunteer isn't riding a temporary hype wave or clinging to a market trend. They're actively building an unbreakable monopoly while their biggest competitors get crushed by the token industrial complex."

"Palunteer is a phenomenal asset to own, but you have to remain disciplined when the stock hits your valuation targets."

"Palunteer flipped that entire model upside down with something they call sovereign AI."

"Palunteer ripped almost 30% after reporting earnings."

"If you sold at $127 right before the earnings report, you're feeling that exact pain today. This massive gap up isn't some unback speculative bubble popping off. It's the stock violently repricing back to its true fundamental value after a brutal year-long compression phase."

"Palunteer"

"But yeah, I've bought Palanteer more recently. I've bought Reddit more recently. I thought the valuation there made a little bit more sense."

"Anyways, that's [1032s] all I've got for you in today's video. [1034s] Happy Palanteer shareholder absolutely [1036s] crushed this quarter and guidance as [1039s] well."

"I wanted to own more shares. And I said, [50s] look, 3 months ago, Palanteer crushed [53s] the earnings report. Yet the stock was [55s] down 7% or so."

"But for [216s] Palanteer, you're not paying a huge [219s] premium for a business that is growing [221s] 20%. 30%. No, you're paying a premium [225s] for a business that is growing triple [228s] digits."

"If we're [827s] looking at Palanteer today, if you [829s] listen to what management is telling us, [831s] if you look at the partners that they're [833s] working with, because they did mention [834s] partners in the earnings call, I assume [837s] they were talking about Nvidia, maybe [839s] they're talking about Zeta Global as [841s] well."

"Now, of course, right now for this year, it's [166s] expected to reach $4.3 billion. So, [168s] that's quite a huge increase to go from [170s] $4.3 billion to between 15 to $18 [174s] billion. But when you look at the [176s] trajectory of the company right now, [178s] well, it it's not impossible. And that's [180s] the thing when looking at a Palanteer, [182s] it's the same thing that happened with [184s] an Nvidia."

"Now if we look at [344s] Palanteer's quarter and you can see what [346s] has happened over the past couple of [348s] quarters, we see that this is not a [351s] company like we've seen before."

"Palanteer is above $8 billion for this [118s] fiscal year."

"Now, of [67s] course, year to date, Palanteer stock is [69s] still down 12.3%."

"let's talk about Palanteer's incredible [5s] earnings report. Now, as you know, [7s] before the earnings, I did buy some [9s] extra shares of Palanteer."

"Does it seem realistic to me? Yes. Based [782s] on what I know today, I believe this can [784s] be achieved. Of course, if by fiscal 29 [788s] we can see that the growth rates are [789s] much lower, etc., etc., then okay, you [791s] you will have to adjust along the way. [794s] But right now, yes, I do think I do [797s] think this is definitely uh possible. [799s] And so, yeah, $165 per share, which is [803s] 13.6% higher from where we're at right [806s] now."

"I do think [989s] that the door has opened here for more [992s] companies to start using AI through [995s] Palanteer, through some other companies [997s] in a more efficient way, in a way where [999s] okay, I control the rails, I control [1002s] everything."

"When you have here a thousand [519s] over a,000 customers that are getting a [522s] lot of value from Palanteer services, of [526s] course, other companies are also going [527s] to see this and say, "Oh, I'm actually [529s] paying another company an insane amount [532s] of money and I'm not seeing the amount [534s] of progress that this company, maybe my [536s] competitor, right, might be seeing. I'm [539s] not seeing hundreds of millions of [540s] dollars in savings. So, why shouldn't I [544s] "

"although the numbers here will change [84s] because analysts have to change their [87s] own estimates right Palanteer has been [89s] crushing analyst estimates time and time [92s] again and yet and yet analysts do not [95s] update their own estimates"

"Of [851s] course, Palanteer is positioning itself [853s] where openweight models, open source [855s] models is well is what they want."

"So, as far as me and my Palanteer shares here, I'm just holding, right? You guys obviously know I took the majority of my profits last year, and my plan is just to hold this thousand shares I have in the public account."

"Palanteer just reported 93% revenue growth on a year-over-year basis. I mean, it's insane. Absolutely insane. Legendary numbers Palanteer is putting up here."

"We're going to speak about Palanteer. What's going on with Palanteer? Where's that stock headed from here?"

"But at the end of the day, Palanteer remains, even with these banger numbers, great numbers again, it remains a stock stuck between 125 and about 200."

"Yep. Palunteer busted out of hibernation. You got busy with the spy. We absolutely did, man."

"Look at Palunteer. Okay? This is a lesson. I'mma teach it off Palunteer, but I want y'all to do this for Bitcoin for me. Okay? Sometimes there will be things that lay dormant in the market, okay? And you guys think they're left for dead, but they're really just consolidating or hibernating. I want you to think like that. Man, this stock hibernating. This stock ain't moved in three months."

"Next time something like this happened with Palanteer, I want to catch the next one. What is that, coach? Say that was your question. Say if you said, "Hey, coach, what's the next play that's going to burst out the same way that Palunteer just burst out?" Okay, or aka we call it waking up out of hibernation."

"Palunteer woke up out of hibernation, went crazy."

"Now, right now, Monday, Palanteer reports after hours. I did buy some extra shares before they report earnings. Why? Why take the risk? Well, cuz the position right now is still quite small. I know that the quarter will be pretty good, but I don't know what the stock's reaction will be, right?"

"I've opened a position in Palanteer in Axon not that long ago. Those are doing quite well."

"So, I'm talking about what I would do if I didn't own any. But if you're in my spot right now, totally different. Okay? So, that's why following others is so dangerous. All right? Because in my situation, uh, in real life here with, you know, price targets and everything else, I want to buy only reflects my situation, my conviction in the stock, right? my risk tolerance, my plan, my portfolio makeup and on and on and on and the fact that I don't need any more shares. I bought uh tons. We got thr"

"So that could be a boom for Palanteer and an acceleration in some areas that maybe otherwise wouldn't have seen it or maybe they would have taken more time to accelerate."

"And right now, Palanteer has had backto backto back unbelievable earnings calls. And the stock has pretty much traded down in the aftermath about all that, right?"

"And if you want to get serious about getting that alpha so you can have a full position in Poundier with an average in the single digits like I did or other great stocks and you want to work directly with me and get your almost $1,000 free fiscal AI plan, take advantage of the earnings flash sale that ends very soon, guys."

"Well, it's time for Palanteer's earnings once again, and I suspect it will be fireworks. I mean, Palanteer's earnings will give us insight into if the explosive glow can continue once again, or is it finally going to slow down?"

"So, all right, back on track here with Palanteer. Palanteer stock is just different than most other stocks in the stock market."

"Earnings said one thing that told me, "Great company with Pounder. Keep buying it. Keep gobbling up shares at these cheap prices. I have no idea what the heck's going on out there.""

"like when we warned against Palanteer when it was overvalued last year, especially when it was up over $200 and people were making predictions of 300 by the end of the year and $500 in two years and crazy stuff like that."

"Not putting in that level of work is why so many people end up avoiding great companies like Pounder at six bucks, right?"

"So what do I think happens on this earnings call? Well, I think Poundier beats on revenue, beats on EPS, increases cash flow once again, and of course adjust guidance in some way."

"Now, while everyone else is wondering what is wrong with Palanteer, right, because the stock just didn't keep running to infinity to the moon, the fundamentals told you it's going unbelievably well at Palanteer so far."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"Upcoming earnings week, we have Palantir on Monday, we also have Grab on Monday, I believe."

"Finishing off here with my predictions for the upcoming earnings week, Palantir on Monday after the close, they will absolutely crush it."

"but things like Palantir, ARK Invest."

"So I'm not going to use Palanteer as an example because a lot of folks go, "Well, it's not going to have a Palanteer style run," which I agree with."

"Reminds us a lot on what Palanteer has been saying for quite a while."

"We see a Palanteer down 6%."

"Palanteer, listen. Palunteer is questionable. Okay, it's a questionable bottom now at this point in time."

"Palanteer, they put that in the SAS category. That was up about 7% here today."

"Palantir, uh, up 7 and a half percent here today."

"The Salesforce, the Service Nows, Palantir, all those stocks have been, you know, um, destroyed, uh, especially over the past, I would say, nine months."

"Exxon, Palanteer, Netflix, couple of shares of Nvidia, barely any cash, but there is cash coming over the next couple of days."

"You have Microsoft, Mistral, Nvidia, Palanteer, Perplexity, Meta, Crowd Strike, Service Now, etc., etc."

"What if I told you that the most [1s] powerful AI company on Earth isn't [4s] Nvidia or Tesla or Palanteer?"

"The same exact people said the same exact thing, dead money, whatever the case is about Palunteer whenever it got, you know, beaten back down, even after turning profitable back down to $7."

"He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it."

"I would even put Palanteer. Palanteer right now 120$123 dollars per share. I think they will again crush absolutely crush it and show yet again why they are one of the biggest winners in this whole AI/Software space."

"We're going to talk about what it means for Palunteer, [114s] what it means for Salesforce, all those [116s] sorts of things in this video here [117s] today."

"What does [1120s] it mean for Palunteer? What does it mean [1122s] for C, uh, CRM and other various [1125s] companies?"

"Now important to understand 100% of Starlab's revenue consolidates directly into Voyager's financial statements. Part two here commercial launch service capacity is already pre-sold to pharmaceutical and tech companies apparently 130% overbooked. You have recurring cash flows subscriptions and rental fees are charged to global researchers who literally have nowhere else to go. That's basically how Starlab could potentially be making money in the future. And then we have space micro and onboard A"

"You'll find Amazon, Palantir, Reddit, Axon, you name it everything's down there."

"Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"The darling, Palantir. Palantir gets a score of 72, which isn't bad, by the way. They have a really great gross margin. But valuation, yeah, it's a it's a pretty uh crazily priced thing. So it's a great business at a fairly terrifying price."

"But if I have to be very honest, I can just put all of my money in names like a Meta, like a Nebus, like a Sofi."

"It's no different than a stock like Palanteer. Like, if you were buying Palunteer back in 22, like I was buying Palunteer, right? You made life-changing money on that stock or gamechanging money. like you made a,000 2,000 maybe even 2,000 plus percent on that stock."

"We all had almost 3 years to buy Palantir under $25 and more than a year to buy it under $10."

"If everyone is talking about it, that is not where you find Palantir at six bucks, okay?"

"We're all looking for that next Palantir, the next AMD, the next whatever stock that's about ready to go off."

"I don't want to have average on Palantir despite incredible earnings of $180 per share."

"All of those were a good chunk of comments while we were buying Palantir below 10 bucks, rinse and repeat for more than a year."

"That's the kind of talk around Palantir when it was down around six bucks."

"but those aren't the next AMD under $100 or Palantir at six bucks."

"I mean, how do you find Palantir under six bucks or AMD under $100 and many other stocks like that?"

"And we know that 1134s analyst projections move quite a lot. 1137s So, some names might look super 1139s expensive, but then after an earnings 1141s report suddenly we have revisions on the 1142s upside and it looks way less expensive. 1146s That's why looking at forward multiples, 1149s yes, can sometimes make you feel a 1151s little bit better about what you're 1152s buying or maybe what you're selling, but 1154s it definitely doesn't tell you the real 1156s story about the company. Now, remem"

"Palantir 28"

"Last 1013s but not least, and that's of course the 1015s newest position, well, newest again, and 1018s that's Palantir."

"Palantir. Where do I rank this stock out of a one out of 10 to buy right now? The answer is it's a seven. I actually think Palantir is a pretty respectable buy right now, which is why I ranked it a seven."

"The second stock on their list to buy, Palunteer. This is the company that takes a giant organization's data and turns it into clear decisions for the military and now for multinational businesses as well."

"Then we do have Netflix, Palunteer, Reddit, couple of shares of Nvidia now."

"Palantir. And pretty shocking, actually, given the fact it was number seven on the list last month. Now, it's fallen completely off the list, kind of like Netflix did the month before."

"I also flagged actually Winston Palanteer when it was trading in the 20s, right? It run well past $100. So the picks were right, the thesis what was right. Winston was right."

"Anybody own Palanteer? Palanteer is 23% down so far this year."

"you know, even look [1388s] at somebody like a pounder, their growth [1389s] rates are ridiculous. People are at, you [1391s] know, last year were starting to [1392s] extrapolate those and think like those [1393s] are going to be what they report [1395s] forever. And it's like, no, growth rates [1396s] come and they go, right?"

"You are hearing this from Meta. You're hearing this from Microsoft. Heck, we've been hearing this from Palantir for a long, long time."

"Palunteer is no longer Palunteers anymore now at this point in time. Look at Palanteer stock. Up over 20% just in the past five trading days."

"The one company that comes to mind, you know what it is? Palunteer. Palunteer. And even Palanteer crash."

"So, I'm going to use Palunteer here as example. I know it's not a Palanteer video video, but it's the best one to use. For Palanteer, you had almost three years where it was good dead money."

"Of course, there is a partnership with Palanteer, so so that's going to help them out."

"Bear case number one, the stakes are sky high if the AI gets it wrong. Palantir software is used in some of the most sensitive places on Earth, military, intelligence agencies, and hospitals."

"Well, he'd been betting against Palantir, meaning that he was betting the stock would fall. He just announced he's covered on that bet and he took his profits."

"So, in plain In Palantir is the brain that helps giant organizations make smart decisions out of the messy data."

"From the bottom of $5.83 per share or so, Palantir went on to one of the greatest runs the stock market has ever seen."

"On top of that, a major Wall Street firm, Wedbush, just put a $230 price target on it, over double where it trades today."

"Well, Palantir builds a software that scoops up all that scattered data, cleans it, connects it, and turns it into clear answers people can actually act on."

"Palantir's total value swung by more than 13 billion dollars in one day, 13 billion."

"A US senator who literally sits on the defense subcommittee, the group that helps oversee the military's budget, just bought Palantir stock for the very first time. And that senator was John Boozman, a Republican from Arkansas."

"I do three different numbers just like this, and what PE would I assign to this company? Remember, it's going to be a lot bigger, but it's also going to have more stability. So, I sit there and say if the market average is 15 to 16, what should I put on this company? Well, clearly this is a better company than most. So, I put 18, 22, and 26. Now, the key here is don't focus on their current PE. The current PE could be egregious, it could be low. Your goal is to sit there and say I'm starting at "

"For decades. Palantir sits right in the middle of how modern militaries and intelligent agencies use data and AI to make decisions."

"I'll show you how to use it in just a few minutes when we analyze Palantir."

"The proof? Palantir's top three customers have each been with the company for about 13 years."

"Palantir sales to regular US companies just grew 133% in one single year."

"What does Palantir actually do?"

"Bull case number three. Once you're in, you can't get out. Palantir isn't simply an app or a dashboard."

"Palantir is near 52-week low."

"And France's intelligent agency plans to replace Palantir with a French company partly because they don't want to rely on US-controlled technology."

"After hitting that high above $200 per share, Palantir has tumbled back down over 40% in just 6 months."

"If you've ever owned Palantir, you already know this is not quiet stock."

"The more important Palantir becomes, the more a single failure could hurt it."

"Let's lay out the three biggest reasons the bulls believe this could be a steal from here. And I'll give you the best version of each one. Bull case number one. Palantir finally cracked the business world."

"So not enough data on the returns on capital for last 5 years, but it is good last year a 15.3% and of course cash flow's up, revenue's up, and net income is up. Now, if you're new to our channel or you're new to investing, I guarantee this feels overwhelming."

"So, let's actually do that. So guys, here's Palantir."

"he is short, Palanteer"

"And of [917s] course towards the end here, what he [919s] says, yeah, resembles what Palanteer has [922s] been saying and doing for quite a while, [924s] especially with the ontology."

"Palanteer up over 11,000."

"Um it it just simply isn't true overall. And simply look at the chart with Palanteer. It has been dead money for over a year now, guys."

"And obviously, this is a tough discussion around Palanteer. There's a lot of questions around Palunteer right now. And so, I want to get you guys the truth out the hype."

"But in regards to Palanteer, we're not in that spot. So, I'm simply going to wait for my price target. Now, for those of you guys that are looking to add or start a position in Palunteer, just simply DCA until you get better at valuation, you get better at making price targets, not trying to guess, is it going to go up or down."

"And nobody's even competing. Nobody even wants to do what they do. Nobody's chasing that. They're all chasing other things."

"So, that right there is the second reason why I feel like there's nothing wrong with Poundier. They were ahead, 20 years ahead in a lot of cases, uh, of this whole AI thing. And now they are here printing money and they're a clear winner."

"But the first reason why it is great is simply earnings performance. You cannot get better earnings performance. That's reason number one. Just incredible."

"And my answer to what is wrong with Palunteer is nothing. Okay? There's nothing wrong with Palanteer. Nothing. Nothing. Nothing. I can't say that enough."

"But for the time being, yes, it's not going to take somebody else 20 years to produce what Palanteer is doing. But I bet you it takes five, maybe even more."

"And of course, you know, you mastermind members, you guys can see exactly what a price I'm looking to start adding at again. And you know that is all that matters is simply the fact that I feel the valuation has gotten to a point where it's very very reasonable and I might very well have to start buying more of the stock."

"All right, guys. Let's look at Palanteer here today. Let's talk about, you know, what's going on with it. Um, is something wrong with Palanteer? Are we in trouble with Palanteer? And obviously, should we be buying Palanteer or not as long-term individual buy and hold investors here?"

"Of course, that can change absolutely. But it is an all-time great earnings performance right now. We are currently right in the middle of in regards to pounders. So I feel wonderful and this is exactly why I say nothing is wrong with this company."

"However, what I can say is Palunteer is already a clear winner. This is not theoretical. This is something they've been working on for 20 years and it is proving results right now."

"Anyways, all right. So, let's start with Pounder's Journey. Okay. Uh many folks when it was at $200 were predicting it could go to 300, 400, 500's possible. And you just start dreaming about all the money you can make."

"There is nothing wrong with Palunteer. It's hard to find a negative. I can go through their entire financial statements and everything else every single quarter and you're struggling to find one bad number, just one."

"Understand Palanteer is a tough stock sometimes to wrap your head around and such. That's why when you're in those situations, just simply DCA."

"But what is wrong with Palanteer is we get too focused on stock price and ignore the fundamentals. That's what's wrong with Palanteer right now if you're having those type questions."

"Now we either have more great earnings in regards to the stock price pushing that valuation higher meaning I can start adding earlier or the stock price keeps falling bringing the valuation down to more reasonable terms or a combination of both which is kind of what we've been getting over the past you know six months or a year or so and pound I guess really probably the past six months or so that right there is what we've been getting all right"

"Now, in terms of bouncer not being dead money anymore, we might be months away due to that incredible earnings performance. Maybe a year away."

"So we have a lot of the big players playing a lot of the hyperscalers, the mega cap stocks, the people with huge money that can actually compete and accelerate their journeys because they have so much money. They're not even really chasing the same things that Palunteer is chasing."

"All right, guys. Let's look at Palanteer here today. Let's talk about, you know, what's going on with it. Um, is something wrong with Palanteer? Are we in trouble with Palunteer? And obviously, should we be buying Palanteer or not as long-term individual buy and hold investors here?"

"we'll say the past 10 years or so, I can't think of a better run on just strictly earnings performance than what Palanteer has put up. It has been alltime great."

"If you didn't know what stock price was last year, you didn't know it was at 200, you don't know what it is at right now. You're just simply looking at the earnings and you own the stock. You're going, man, I am Superman. This is great. That's how I feel about owning Palunteer because of the business."

"I now have 101 shares of Palunteer. Hopefully that position will grow more and more in the future."

"But all in all, with regards to Palanteer, why I bought it? Well, for all of the reasons that I've mentioned throughout this video, I regret a little bit."

"In today's video, we are going to talk about Palanteer. Palanteer is a position that I did own a long time ago. I sold around one and a half years ago. It went all the way to $200 per share, then went down by 50% and last week I bought for the first time in one and a half years. I bought at $107 per share around 100 shares."

"And so to me, yes, it took it took a while in order for me to get back into Palanteer, but I think I paid a good price. It's not a full position or even a very big position of my portfolio. It's now around 2% or so."

"Palanteer moving big."

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%."

"Okay, so this is the one that's going to make some of you mad because I know a lot of you guys love Palanteer. One of the most sort of loved AI darlings in America and and um I owned at Summit at some point. I again I don't right now. And it's down pretty hard, too. It's down 45% and the Palunteer, you know, uh, faithful are screaming buy the jet, right? And I love the business. It's amazing. They built something. It's truly incredible. But that's not how I invest my money. Let's run the light s"

"A lot of you own Palunteer. And many of you certainly own Microsoft. And as we speak, literally thousands of regular investors are doing the single most dangerous thing in the market. They're buying the dip on names like these without knowing whether they're catching a gift or a really painful falling knife. And the part that nobody tells you is this. When a famous stocks you love drops, your gut sort of screams bargain. And sometimes it is. And sometimes that feeling literally wipes people out."

"Palunteer still looking decent, but it's rolled over. I'd wait on that."

"SoFi, Palanteer, Microsoft, three of the most famous stocks in America. And right now, all three are crashing. And you own at least one of these because you have an index fund or a pension fund or something."

"I'll make a complete new video with DCF and everything because I I do think that yes, on paper, when you look at it, OPE is super high. Yes, but again, price to earnings to growth ratio is closer to one. This is not a company that is expected to, I don't know, waste hundreds of billions of dollars or tens of billions of dollars on capex because of AI. No, this is a pure winner of AI and it doesn't matter which model is going to win. Let the model company work out their issues and what not. Palan"

"I'll talk about stock that I want to buy. Maybe I will start buying it, but they have impressive earnings, but just didn't make the list this time around definitively. And that stock is Palantir."

"Kind of like Palanteer's ontologies, but specifically for enterprise networks."

"And we can't talk about growth machines without talking about Palanteer, which has been on my list for 3 years in a row now."

"Palanteer is down again 3% down to $110 per share I'm telling you if this thing goes to $100 per share well it does become Not just cheap but very cheap."

"Compare that to another company that Zeta Global Global actually made a partnership with recently. Palunteer trades for 52 time sales."

"Tesla Palanteers open shorts position. Oracle, Nvidia puts and NASDAQ 100 puts."

"Palanteer was that stock last year. Palanteer was running and gunning like crazy. Stock goes 200 plus."

"three. Now, I want to talk about some Palunteer type opportunities in this market to buy now, right?"

"Look at Palunteers. Oh boy, the tears are flowing, right? I mean, at this point in time, the only people that have made money on Palunteer are really the people that bought years ago, like myself, right? And have been able to take great profits in the stock or holding the stock. But if you bought the stock anytime recently, you're down and you're in Chinatown now at this point in time, right?"

"Sure as heck glad we didn't go chasing McDonald's and other stocks like that and instead decided to chase the Metas and the Palantirs and those stocks, uh, you know, down at those lows because obviously we made a fortune on the back end of all that good stuff."

"Huge announcement this morning from Zeta and Palantir."

"Zeta Global, a marketing cloud company, and Palantir are going to be working together to build the enterprise AI infrastructure layer that connects operational intelligence, consumer intelligence, and marketing execution."

"I don't think there's nearly as much multiple expansion opportunity with Palantir."

"Compare that to a company like Palantir and Palantir has an enterprise value to sales of 53."

"I'm going to take this mostly from a Zeta lens cuz I don't think this is going to have a massive impact on Palantir's business over the next few years. Palantir also a much bigger business from a market cap perspective."

"We also have Palanteer down 7%. Palanteer is not at $119, $120 per share. Believe it or not, it is not super super expensive."

"failure in any way for Palantir. This is"

"Look, I'm absolutely not hating on Palantir here. We have to look at their"

"Palantir position. The stock is down 23%"

"Palantir is shifting into that heavy momentum phase"

"massive core position in Palantir using my own"

"Palantir is no longer a speculative play that is going"

"metrics. Palantir's entire long-term growth"

"consolidation wave in Palantir. It's building a bulletproof system that"

"Palantir is playing out that exact corporate"

"If enterprise software budgets take a hit, Palantir's multiple"

"The underlying numbers on Palantir are easy to read, but managing"

"growth, Palantir may not be for you"

"Birkshshire could buy every outstanding share of Netflix or Palunteer or McDonald's, Disney."

"Palanteer down a bunch here today."

"If you missed Space X and or Palunteer, you want to make sure you watch this video."

"Super highquality businesses that yes maybe crowd strike falls into this. Palanteer falls into this. Right? These are probably maybe arm holdings as well."

"We can put maybe the extreme case Palanteer here. Although Palanteer can fit in other buckets as well, where you say at one point it looks like opportunity cost, valuation disconnect, but then slowing narrative. No, not at all. Actually accelerating across the board and then you grow into the valuation."

"So stock number one, Palunteer. In simple terms, they build software that takes enormous, messy piles of data and turns them into clear answers that help organizations make decisions."

"Palanteer. Now, Palanteer is expensive"

"Palanteer"

"Nvidia or Palantir? >> Both."

"Palantir or Tesla? >> Palantir."

"Reddit, Axon, couple of shares of Nvidia and that one share of Palanteer. Yes, with regards to Shift 4, it is still in the portfolio for now."

"So, stock number seven is Palantir, which it is back on this list after falling off the list. And I actually like seeing it back on the list because of course, the stock price has fallen as well. So, it fell off completely. Now, it's back on the list because it's on a significant discount. I like that much better than whenever it was jumping on this list after it was, you know, well over $100 a share. And then when it got up over $200 a share, it was like marching up the list."

"Let's look at Palantir. If you look at Palantir right now, it has a sky-high valuation and it's down about 22% year to date."

"Palantir didn't get into my portfolio because of a good vibe. It survived extreme mathematical criteria to earn its spot in the fortress category."

"Palunteer. Palanteer. I was buying that stock back in 2022 for seven bucks a share."

"All right. So, on to the final stock, [752s] and that stock is Palantir. All right, I [754s] hear you guys right now. How can you [756s] include Palantir when Palantir is way [759s] too new just like SoFi is as well what [761s] you just laid out there. Luke, this [763s] makes no sense. All right. Now, I got [766s] you. To be clear, it is a new stock, [768s] okay? But it's not a new company. They [772s] are over 20 years old now. They have [775s] proven to have steady growth over that [777s] time"

"Palanteer has the highest price to sales ratio in the entire S&P 500 at 65. So SpaceX is almost 50% more expensive, growing almost two times slower and has much lower margins. Not to mention, it's not profitable, while Palanteer turned profitable last year."

"And everybody's like, "Why are you buying Poundier? Waste of money. Waste of your time. It's a dead stock. They're going to dilute you to death. It's going nowhere.""

"Just like I didn't make a mistake adding to Palunteer for years under 10 bucks, right? despite the narrative, despite being in this exact situation where other things were making a lot more money, I didn't chase them. I waited for Palanteer. I liked exactly how it turned out."

"Palanteer versus Tesla in 2023. Okay, actually 2023 started off better for Palanteer than Tesla, if you can believe that."

"Couple of shares of Nvidia and that one share of Palanteer."

"Palunteer keeps posting growth most companies can only dream about."

"Take Palanteer for example. On their latest call, I pulled the line where the CFO raised their fullear revenue guidance to the $7.65 billion range, which happened to be their largest raise ever in all of about 10 seconds."

"Look at Palanteer. Everybody in their grandma couldn't wait to buy Palanteer last year, right? As the stock continued to soar higher and higher, you couldn't find somebody to buy Palanteer in 2022. the stock fell to $6. Technically, I think it was 5.94 at the lows. Palanteer at that price and then go back a year ago, hottest stock in the market, people were happy to pay $200 plus dollars for Palanteer. And now, who's talking about Palunteer? Who's buying Palunteer stock? You can't find somebody "

"Look at the Palunteer. Is there a stronger growth company in the world than a Palunteer? This is a one of one masterpiece of a company. What does it have to see? Down another 6.5% here today. Down nearly 19% year to date, right?"

"Palanteer down 5.2"

"Next up we have Palanteer. Palanteer is above is above the three-year mean."

"Palanteer 27 probably closer to 30. Same with Shopify."

"Looking at Palanteer, this here should explain to you why this is trading at a premium. First of all, capex wise, all of these things, none of that is a problem for Palanteer because, well, the margins here are just so high."

"And that stock is Palanteer. And guys, you you know, the earnings were ridiculous. Everything about it was ridiculous. Um, I just want to throw that one out there that it's one that I would love to buy right now. Actually, we got a lot of group members that have started just a straight up DCA back end of Palunteer."

"Palanteer was one has led multiple teams, multiple bull markets."

"It's exactly the kind of setup that produced Palanteer 600% move. Now, do I think Palanteer is a better business? Yeah."

"I told you about a little software company that nobody had really heard of. It was called Palanteer. From the price I called, it ran up 600%."

"Here's what happened after Palantir's IPO."

"Palunteer is up 8.3%."

"Nobody wanted Palantir."

"What else? Coach got Palunteer. Okay. Now you already know this one, man. $849. We started getting busy in this one. We started accumulating this one. This one has went as high as $200 plus dollars. It is currently sitting at 136. Those of you that want to get back in for a rinse and repeat opportunity and or just over the next five years in terms of making sure you're in a winner, Palunteer indeed will be one of those ones, guys. It will still return and make its way back to the $200 level at s"

"Robin Hood, new Netflix, Shift for couple of shares of Nvidia and then Palanteer."

"Like just read the letter from Alex over at Palantir versus, you know, this letter right here"

"One winner, one Palantir over here, doesn't matter."