PLTR

"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."

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"And if [8s] you invested that money in Palanteer [9s] when it went public back in 2020, you'd [12s] have close to $150 grand."

"Palunteer. Hey, it's a channel favorite here and it's finally dipping, right? We finally exactly what we talked about happening last year right around this time when everybody was making to the moon predictions for Palanteer and 500's right around the corner and all that sort of stuff. We said, "Hey, it's going to trade flatter down." And here we are flatter down."

"let's say that you bought $1,000 worth of Palantir at the absolute highest price each month at the absolute highest peak and the worst possible price that you could have paid for that month. No choice of cherry-picking in the dips. Instead, you're just buying the top 19 months in a row making your investment at $19,000. That horrible investment style would have been worth roughly $43,000 today or 126% return on the absolute worst possible timing strategy in the world. Over that same time period,"

"Once Palantir is inside an enterprise, ripping it out is essentially impossible. Foundry takes months to deploy across financial systems, supply chain, manufacturing, and government databases. Once it's running, customers renew, and they buy more modules."

"For those new to the name, Palantir builds software that takes massive amounts of data and turns it into real-time decisions. They have Foundry on the commercial side and Gotham for defense and intelligence. I first covered them back in 2023 at $15 a share, and I've kept coming back ever since."

"In November 2025, the stock pulled back about 30%, but over the same window, operating margins expanded over 1,500 basis points, and the commercial customers count grew 31%. So, let me get this straight. The price came down, the fundamentals kept compounding, and the gap closes a little bit more every single quarter. Eventually, one of two things is going to happen. The price catches back up to the fundamentals, or the next earnings print makes the math obvious enough that institutional money ha"

"the news dropped just a few weeks ago that Palantir is bidding on the air traffic control program."

"Now, recently, Palantir released Q1 earnings where revenue grew 84.7% beating expectation on every single line, but the stock dropped 6% the next day. Does that even seem to make sense?"

"What if, and I realize it's a big if, Palantir uses this as a test bed for something much bigger? What if this is just an opportunity to upgrade the US air traffic control systems with their Foundry capabilities? 12 months later, almost to the day, the FAA shortlisted Palantir to build the AI tool that's going to modernize US air traffic, and it's a $32 billion program."

"This is going to be Palanteer. This is going to be Uber, okay?"

"and one share of Palunteer."

"For example, I don't want to buy Pounder at 140, even if it goes to 200 like it did. I want it at six bucks under $10 like we bought and bought and bought for three years."

"That is what you have to have. Obviously, if you're seeing earnings go flat or move in the other direction, I'm not talking about just for a quarter because that can happen for a quarter or two. uh but we're talking about for you know extended period of time that's a problem but if you see it moving in the right direction and accelerating more importantly yeah man right there is wherever you have the perfect setup when those four things all align to have the next you know AMD that pops off the n"

"Elf on a Shelf, which fell off a shelf up $1,700. Cake up $5,600 for Cake here today. Palanteer up $3,800. Almost all of those stocks have been dogs recently, right?"

"Back in February of 2021, Palunteer was sitting at $45 per share."

"If you enjoy today's video and want to see our full detailed Palunteer analysis that just came out recently, where we ran through our complete process and find out what it's actually worth to me, click right here to watch the video."

"Even the Palanteer, which continues to accelerate revenue growth, margin expansion and all of that, even a Palanteer has been getting punished now at $136 per share."

"and Movin took $422 on Palantir."

"another one selling for 85 like Palunteer?"

"Hood or Palantir, you need to have a 1-month time frame, preferably at least 3 months, so you're not you're not getting your hopes up thinking it's going to pop tomorrow."

"Hood, Palantir, Meta, and Netflix. Them are your four sleepers, okay?"

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

"if you go even back even further, like [422s] 2021, right? We look at Palantia. It's [424s] an unusual story. It's trading around 20 [426s] odd dollars when I first started talking [428s] about it."

"I told you about the [26s] little software company called Palenter. [28s] And from that price, it ran up more than [31s] 600% to its all-time high."

"Despite incredible, unbelievable [2s] earnings, Palunteer was sadly down after [6s] that incredible performance."

"I did this with Palantir."

"Okay. Palantir is down 24%. Okay, year-to-date, it's true."

"So what about Palantir, right? Same exact thing. It was flat for three years and could be had all day, every day for under $20 and a good chunk of that time under $10 per share, okay? And the narrative back then was going bankrupt if they don't dilute you to death first. One of the two's going to happen. That's what's going to happen. And so, we ignored that because it was total garbage and we bought and we bought and we bought that stock."

"Same thing with Palantir, right? Dead stock for 3 years. Bought it at 15, fell all the way down to six, right? Went up to 15 again, then fell down to seven."

"Elf, which is up 743%, and then [67s] Palantir, which is up 1,723%."

"Look at Palantir is a great example. [1389s] Palantir, [1390s] you know, 6 months ago, 9 months ago, or [1392s] whatever, was a $200 stock, right?"

"Palanteer just put up and have the market basically yawn at it."

"I own this. Palanteer is one of my largest positions."

"I see something fundamentally different. Palunteer is the industrial-grade nervous system of the modern enterprise."

"Here's what I'm personally doing with Palunteer and the structure I run on every position I hold. First, Palanteer is one of my largest positions and it has been for a while."

"Airbus, the Skywise platform, the operational backbone Airbus uses for its entire global fleet, runs on Palunteer tech."

"If you're going to invest in stocks like Palunteer, you have to know exactly what you own and you have to be able to handle the draw downs."

"Nvidia monetizes it one way. Palantir monetizes it in another way."

"I believe this stock has the potential to be the next Palantir."

"I got rich off Palantir and Nvidia"

"And obviously the stock we're talking about right now is SoFi and I'm all right, go ahead and disagree with me, not a problem there, but at least hear my reasons behind it before we're going down there and blasting me down there in the comments. Then we can have a discussion down there. Um, you know, um, comments like, "Oh, you suck. That's not true." Okay, well, tell me why so that that way we can have an accurate discussion there. Maybe I'm missing something. Love to hear about it, okay? So, t"

"So, let's discuss the stock that I think has the most potential to be the next Palantir style stock for me and some of you guys out there as well."

"Can it 10X or more like Palantir did? Now, you can have a similar journey or the exact same journey like Palantir and still not get the appreciation like Palantir did, okay? Because, let's be honest, it was utterly ridiculous. That was an all-time epic run that it got."

"So, in the end, yes, SoFi is setting up very, very similar to Palantir. I just don't see a Palantir-style run like we got for SoFi, but that doesn't mean we can't have an incredible return on a great stock as well. And that's exactly what I see right here with SoFi."

"And of course, in the case of Palantir, runs right past its fundamentals to the upside."

"If you want a massive Palantir position with an average somewhere in between six and $20, whatever the heck the middle of that would be there, you know, we'll call it, you know, 12, 13, 14 dollars or so as your average, you need years to build out a massive position."

"Now, think about this. Palantir bounced between $20 and six bucks for 3 years, guys."

"Same thing, Palantir, how do you have that average under 10 bucks?"

"but ask all those folks who traded in and out of Palantir and it worked for a little while until it ran up big and then at that stage they wish they would have had shares, but they didn't because they traded out of them, thought it was going to go down, and instead it was a rocket ship back up."

"Which I heard the same exact thing with Palantir, too, and people weren't buying Palantir because they were just going to dilute you and the stock was going to go bankrupt due to the dilution."

"I own Palantir, PLTR, and yes, it's down roughly 16% year-to-date. I'm not going to sit here and pretend that doesn't sting. It does."

"Palantir stock has increased 1,746%."

"Palantir"

"And I'm only investing in software companies that have proprietary data, compliance, or deep workflows like CrowdStrike, Palo Alto Networks, and Palantir, not just pretty interfaces that customers pay for by the seat."

"That's why I think Palantir will play an important role here, too."