วีดีโอ

I would rather buy ETF with Palantir at the same time invest in other undervalued software stocks. I am not saying that Palantir doesn't worth its current price, but there are just way too much hypes and sentiment for this stock at the moment

keep tanking every day lol

Wish I saw this video earlier

Palantir does a lot of heavy duty data integration works for these government project. I don’t think they really are that direct competition with all those in the commercial market like BigQuery, Snowflakes or databricks. They are unique and felt really monopoly, but there’s only so many government defense project that you can do.

Hi victor. Seems you are more focused on popular high tech stock and certain financial stock. Would you do some analysis on those boring great companies such as dominos pizza, unh and waste management?

I bought stocks at $139, today's price is $132. Are you sure it's still buy?

This stock is overvalued you can see NVIDIA Forward PE Ratio today is 30.34. The PE Ratio without NRI for today is 51.73. NVIDIA's PE Ratio (TTM) for today is 52.83.

Hello Victor. I'm new to the channel. I was wondering if you have any educational videos for amateur investors. How can one tell whether a stock may outperform an index? Let's say that SP500 gives us 5-8% a year, on average. How can we tell whether a company we're interested in will give us better results? What do we need to look for? And... one more question - what do you think of Peter Lynch's valuation model? Whenever I try to use it, every stock seems to be massively overvalued. Not sure if his valuation method is useful at all. What are your thoughts? P.S. Would be nice to hear your thoughts on ASML, VISA, and S&P Global. Overvalued now? Curious to hear what you think of Johnson and Johnson, Pfeizer, Devon Energy, and Chevron, as well.

My PLTR shares represent about 10% of my portfolio. I knew I bought on momentum and emotion. However your in depth gave me some reassurance. I will take profit by lighten up maybe 25% of that stake and patiently look out for a better re-entry point, or move on to some other opportunity. Thanks for your thorough analysis.

Palantir in overhyped What are your thoughts on UBER?

Hi! Able to do cybersecurity stock like crowdstrike and Palo Alto, etc? Thanks!

Thank you for this. Very interesting. But I had to laugh. The start and end of your video say Palentir is overpriced. But most of it is talking about how amazing the company is and how it's going to hoover up more and more business. I know it can be both at the same time but it was odd, based on the intended theme of the video, to spend most of the video talking up the stock. It reminds me of my wife not wanting to see a comedy and complaining about it, then laughing hysterically from start to end while watching it but when I ask her what she thought about it afterwards, she says she hated it.

Dude, bite your lower lip with your upper teeth when pronouncing the letter V. Practice until it sounds like a V and not a W.

Now we have Willow to help drive growth....is it time to reevaluate?

Hello Victor , Mai I ask to join your patreon , for your paid subscription May I ask it is only one tier as a premium member ?

Does anyone know palantirs earnings date?

113th like 🥳🥳✌️✌️🇺🇲🇺🇲🇺🇲

You did not mention that Nvidia went over $1000.00 and had a split 1to5. There fore Nvidia had much more gains than Palantir.

Palantir got added to NASDAQ 100. Think long term.

Thankful for all these shares I have. Palantir here to stay. Especially with Trump.

Hello Hector, it would be great to hear about your strategy when it comes to take profit... if you fancy it.. best. L.

Don't ever dream of buying PLTR at USD 36 per share. No point of dreaming! Crazy analysis!

Can you do a video on ELV ? It has dropped quite a bit now.

only buying this for momentum, stock is way overvalued

👏👏👏👏👏If you like my channel and want to support it, here is how you can help (My Patreon Blog): www.patreon.com/IntelligentInvestorChannel

What’s your thoughts now?

Hey Victor, would you please analyze Toast? TOST. I’d love to hear your opinions on that.

25:30 Thank you for posting the highlight of the call content, it saves me some researching time. I'm also learning not to just rely on what they say, but what they have done and will do, see if they've delivered the outcome they predicted. Of course, your analysis always has the depth and great insight, thank you for sharing!

Hello Victor, fellow subscriber here. Thanks for the analysis

TSLA evaluation next please. I am thinking selling Palantir and TSLA at this prices.

Best investing channel out there! Outside of the tech realm I know, but would love to hear your hot take on NKE, who report next week. Big position for me.

Hello Victor, thank you for your videos! Could you please analyze Tesla and Alphabet stocks again?

Love the longer videos - I take the same approach!

VHAI up 7 % Fri. Vocodia holdings. Conversational AI tech. Upgrading website. SYM.. Symbotic. New Acquisition. SMCI dip . NVDA.. Nvidia dip .. SOUN.. SoundHound up over 700 % year. Palantir dip.. GFAI .. Guardforce AI .Thumbs Up video/ comments. Thanks

I've LIKED and SUBSCRIBED a long time ago (highly informative content) - keep up the great work !!! Thanks Victor. By the way, AAPL is one of my top holding but question/wonder why it's going higher for no reason...do you have an opinion on AAPL ??

Thank you!

Great video! I really missed the boat on this one. Sold my whole position a little too early.

the stock keeps tanking since this video, lol

All A.I. sectors depend on MU, SKH, and Samsung who are already not able to meet demand. When a commodity can't be provided fast enough, it eats into even a monopoly's margins and no commodity producer needs to have a monopoly to see great margin increases. To say NVDA, ASML, and TSMC revenue will increase 10x faster than SSD/HBM in 2026, 2027, and 2028 than the sum of SSD/HBM providers isn't reasonable. Where do you think they'll get it? HBM is a bigger bottleneck than energy. To say you're afraid of a cyclic downturn is to say you don't think A.I. will continue to rapidly expand. MU & SKH are hated because they were cyclical in the past. You're thinking like the consensus.

Buy at 80. When the market tanks, AMD will get slaughtered from all the speculative retail buyers.

Hi Victor, thank you for the detailed analysis. What do U think about the most recent downgrade from analyst about AMD's price target from 180 to 155? And news about how AMD is slipping because Amazon exec says not yet seeing heavy demand of AI chips?

Fantastic video, I appreciate your analysis of their market and in-depth comparison to competitors. The hard part for me is answering the question of, “how much are they returning to investors?” After all, most investors invest to get more money. AMD’s free cash flow -stock based compensation is horrid. The question I’m pondering is will the growth of the AI datacenter business be enough to boost their FCF-SBC enough they can reinvest in the company at the rate they need to stay competitive, and will there be excess to return to shareholders through dividends and buy backs? Because it’s not clear I might start a very small position. Because it does sound enticing if they are going to go through a boom cycle… but that’s IF they do

Btw, love that you use Stock Analysis too! Really nice tool that is not often discussed on here. What website are you using for market share?

Can you do INTEL ?

Thank you, Victor. Wonderful analysis and detail, as always. I recently started an ASML position as I think the current fears are overblown in the long term. Have you ever looked at ACMR stock? It’s in the same industry and has incredible growth rates. It also has even more significant geopolitical fears baked into the pricing - with PE of 12 and 35-45% plus growth rates consistently

can you do meta/amazon please

It would be great to hear your thoughts about palantir now

Great Video. Thank you.

You mention focusing on just the top ten companies. What are the top ten companies to you?

What are your top companies to buy and hold and DCA into for the next 5-10 years? Mine definitely include at least NVDA, ASML, TSM, and GOOG.