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2 hours!! Even without watching your video, i already know what you're going to say: PLTR is waaay too expensive, intrinsic value is $50, etc.

68th like🎉🎉🎉 Party🥳✌️

Seriously valuable data and insights. Thank you, Emir.

Finance Therapy

Thank you for having me Emir!

Missed the live. Rewatching it. Thanks!

Monte Carlo simulations make sense where you have solid, but incomplete, real world data. Like mortality due to a drug, or illness progression. But if your data is completely fabricated with imaginary probabilities, Monte Carlo provides no value.

Trump's goals == China's goals Remove Taiwanese silicon shield and competitive advantage vs China Cancel USA's "EV mandate" reducing chances of American legacy automakers becoming competitive in EVs, leaving this strategic market to China. Reduce America's military readiness, and weaken American alliances with other countries. Reduce protection of Americans from disinformation from foreign actors. ...

A pleasure to listen to your new quest, he's very positive and clearly a refreshing voice in investing. Of course I love valuation talk.

Thanks!

Thanks Emir - Aways LOVE a boring portfolio that provides a decent (not killer) return

Apologies about my voice giving out, seems like I have a permanent cold and sore throat these days :D

Thanks emir really enjoy following your work 👍

Great stuff Emir! Thank you for sharing your thoughts! I was wondering how many portfolios do you currently have (i see some duplicates btween twitter and youtube)? do you "actively" manage those or any other portfolios?

Emir, thank you for your contributions to valuation investment insights. Your reasoning and logic in this portfolio are magnificent. I've made investments in both BAM and SPGI, which are doing well. I will hold them for a long while. You're the best, my friend.

'I forgot the name of my own website'. haha you got me there :D . Thx for the update. I am happy that you see value in ASML, it is a difficult position to hold since I've bought it at 1000 :D and DCA to 730.

Emir! Im curious, do you have any jobb? What do u work with??

Thanks for taking me to school homie.

Just a few seconds into the video but i'm commenting now just to say thanks for all the information/entertainment brother!!!!!! The content you make is high QUALITY. Keep doing you.

Where can we read the report?

In your opinion will DeepSeek affect PLTR business in anyway? It seems to me that it has no impact on PLTR. Thanks Emir

China? You really believe in what they say

Its reasonable to take profits before these earnings? or just ride it out?

Fascist vibes. Global protests for americans across the world. Immigrants not showing up for work. Immigrants asking more pay because demand is high and supply just dropped. Super market without eggs. HOLD ON TIGHT! 2025 JUST STARTED! I saw the aftermath of an explosion in the LA convention center. Elon "roman salute". THE TIME IS NOW!

I hope the stock drops after earnings so I can load up more

Very impressive considering your level of diversification, don't you think you could concentrate more in your higher convictions?

I assume Ives sees multiple paths leading to $90. Obv. Revenue growth Product evolution, expansion Feverish sentiment for the company and the stock (conviction) The new administration His believe that the market patterns (retail and institutions) will easily absorb another $20-30B in MC. I’ve been following DI for a long, long time via my Apple investment. Go back to the game tape. He doesn’t overtly hang his hat on intangibles like heated sentiment and the market’s overall conviction in a given company’s future, but you can see it factored in on his calls on stocks like Tesla.

If DeepSeek from China being assessed as being as good if not better than Open AI etc and it only invested few tens of millions, does it means hyper-scaler and other AI players has over spend on Nvidia and Palantir? Thanks

NHS in UK if they use Palantir it's not really visible for their customers yet... but hopefully with time if they will properly implement this technology things hopefully will start to change. Let's hope for the future, so far NHS service for my family expiriance and myself is really bad.

19th like🎉🎉🎉🎉

The UK really needs to get a grip on crime! PLTR to the rescue!

Palantir is overvalued if you are a short term holder. But if you are as me, that will hold PLTR for at least 5 years, but probably 10 years then it is "undervalued" to what it will become in the future!

Dan Ives price targets are based on "the voting machine" parable of the market, not "the weighing machine" part. That's why it was in the $20s, $40s, $60s, $70s, and now $90s with no really fundamental change to the underlying business model.

PLTR went from $40 (Oct. 04) to $80 (Dec. 20). approx 10 weeks. I guess the $90 target could possibly be reached in 2 or 3 weeks from now, or mid. Feb. Just a wild guess without doing any analysis, from a crazy small stock owner. 🤑

Great analysis as always Emir.

Emir dropping free gold all over TH-cam 🙌

Dan Ives takes a holistic perspective to international growth and potential, vs number crunching in order to feel some form of control and safety

Well done Emir, great charisma 👍

See this is one of the things that makes you so likeable and different when it comes to PLTR shareholders - you can be bullish on the stock but still 100% rational about the company's fair price. Your valuations will occasionally show that your own holdings are overpriced, but you keep holding longterm. Love the channel! One of the few YT creators whose opinions I hold in really high regard.

4am ❤❤! How many partners are asking Palantir not to disclose deals? Will we see AIPcon and boot camp footage reduced, due to commercial clients reluctance for competitive reasons and also security reasons? We still don’t know the name of large Insurance company client ? At $90, What happens to expected future CAGR if PLTR grows at 50%, 70% by 4th qtr this year?

I really hope that pltr comes out with a light version of aip, so any middlesize company have the opportunity to use it.

As always. thanks for taking the time to do this. Having to either wake up super early or sleep late isn’t easy. But I’ve always appreciated the effort and value you provided. Anyway haven’t seen Arny for awhile. Hope everything’s okay.

NANA MANGA😊

All I pray for is a dip so I can save these covered calls that are underwater

he is right

I thought my TH-cam playback speed was set a 2.5x when\Amit was reading

Where is arny?

Czech Republic squad there😂

How is a future multiple determined

But would that remain even after Feb 3 earnings? It seems near miss and likely volatile after that date.