I WAS WRONG! Palantir's Plan to Dominate AI is Working
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- เผยแพร่เมื่อ 27 มิ.ย. 2024
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#palantir ( #pltr stock ) is becoming one of the most powerful AI companies in the world alongside #nvidia ( #nvda stock ) and Microsoft ( #msft stock ) because they have some of the most powerful AI platforms in the world for enterprises -- much more powerful than enterprise #chatgpt by #openai . But with Palantir stock skyrocketing by over 40% since their Q4 2023 earnings call, there's only one question left to ask:
Is this the top for Palantir? Or is PLTR stock still one of the best stocks to buy now?
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» Simply Wall Street's Palantir (PLTR Stock) Valuation:
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Timestamps:
00:00 Palantir Stock Up 50%
00:42 I Was Wrong on PLTR
09:10 Palantir Q4 2023 Earnings
14:19 My New Outlook on PLTR
Resources & References:
» @palantirtech CEO Alex Karp on Israel, AI and Outlook: • Palantir CEO Alex Karp...
» @CNBC Palantir CEO Alex Karp: The most important issue of our time is war and peace: • Palantir CEO Alex Karp...
» Palantir ( PLTR Stock ) Q4 2023 Earnings: investors.palantir.com/financ...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
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Can you make one about WEJO?
Hello, excellent video as always, recognizing our mistakes shows character. 👍🏾
If i may ask, any ETF that you like that includes Palantir? Thanks in advance.
Palantir is going to be destroyed by the spread of AI technology. They will have no advantage over a 2 person team in a few years.
Does somebody actually have to have foundery to be able to use AI? P?, Where can I be overlaid on any system
Respect someone publicly able to admit a change in thought with new understanding
Didn’t take long
that's why properly understanding the fundamental of the company is more than TH-camrs.
This guy is lying. Three years ago he was promoting Pltr at $40 share. Please go back and review posts as he’s a nice guy but probably on Pltr payroll
That's being a good trader, things change and if you don't change with them...they will pass you by.
@Javalipapere the amount of money most you tubers get paid to pump a stock would blow your mind. I'd say %80 are on the payroll. The bugger they are the more likely they're doing it
"I was wrong about PLTR" seems to be the catchphrase of the year for a lot of folks.
Yep. Sometimes you have to admit you were wrong and learn from your mistakes.
@@TickerSymbolYOU you could have said the same thing about Cathie's ARKK and ARKG etc....but hey this is a start.
@@librisc that's fine as long as there're rationales behind the decisions made instead of blind hope
@@TickerSymbolYOU Even AI is learning.
@@zelenajabuka8028 I wasn't wrong being up 200 percent for Palanitir .I was wrong on fb and regret it huge. It happens, but I don't trust Cathy Wood's for anything
We used PLTR in 2007-2014 at our company. The results we got from their services and products were game changing.
why did u stop :)
same question
Over two months ago I sold my 6,300 Tesla shares and bought Palantir, Nvidia and Super Micro Computer.
Wow I was so lucky I made those moves because I am way further ahead.
That’s awesome!! Great work!
Congrats!!! U came upppppp!!!!
I'd hate to see your tax bill.
Yea no you didn’t 😂
@@VincentKarabouladMusique Tesla is over half a trillion market cap. I was in Tesla from ~2016-2020ish (I sold the bulk of what I had, I still have some exposure). I was there through many many ups and downs. I even own a Model Y. I say all that so you don't think I'm a Tesla hater or bear. However, even if they became the largest stock on earth that's "only" a 6x max. While I still believe they have the ability to reach into multi trillion dollar teratory it's gonna take a while more than likely. It's much easier (even though incredibly hard) to go from 40B to 500B than 500B to 3T. Sure over time with inflation their market cap could get there assuming they don't grow much fundamentally, I don't think this will be the case. I think for them to be a multi trillion stock within the next decade they will need to secure charging dominance for 1, get full self driving working 2, and get a car cheaper than the model 3 on the road OR have the taxi network actually be a thing. If they are able upset the existing paradigm of people even needing to buy cars and masses default to just getting driven around everywhere by FSD taxi then I could see it. I don't think that will happen anytime soon sadly. I hope I'm wrong here but I wouldn't be surprised if they sit around the half a trillion mark for some time, their will be months where it moves drastically up or down (we've seen this happen twice with the stock) but it likely won't stay there. At least not for the next 3-4 years minimum I'd guess. Them becoming the default charging port and overtime hopefully, the default charging network should be a major win but I feel that would mostly validate/back stop their current valuation not cause it to permanently cross the 1T mark.
Awesome that you admit you were wrong 100% respect for that, and very good reflectioN!
I read about Palantir more than a year before it came to market. I purchased 3000 shares the day of the direct listing with the intent of holding at least 10 years. I'm sticking to the plan.
Same
I waited a little while. Started buying 21/2 years ago at $23. Kept buying.all the way down to $6 cost average is $12. I was loving it as it was tumbling. Got so many more shares then I would of had. Not selling one share for a long long time.
How do you evaluate companies? How would you know of the ten year trajectory ?
@@venkatavineelyalamarthy6958I’d imagine looking at the big picture of what the future is gonna look like
@@venkatavineelyalamarthy6958 you cannot. PLTR now hyped after good earnings and everyone jumping on the train. Wait 10 years, then see if it has a calculateable business from them :)
The first 1 minute of this video is exactly why we all love your channel! Thank You!
It's a good way to start the year.
Thanks for the video, keep them coming,
I gain inspiration from videos like this as I'm nearing retirement.
Thank you again.
The time is now.
My pleasure!
@@ElizabethDaniels-lf7dv
Any advice regarding retirement?
I have always imagined retiring at 40 and having a balance of over $100000 .
For real.
Good Investors know better than to rush into new Investments , particularly during period of inflation.
I only have 34 shares, but I’m up 55% 🤗
34 shares are ok to make you rich in 10 years ... Would you marry me?
😊😅
Nice yield on investment!
May I ask when you bought them?
@@imreballa2713 Back in 2022 I started accumulating. My lowest entry point was $7.38 a share
Dollar cost average 😊
Great respect for your admission. Especially since you have personal use experience with their software which others do not.
Good video as a PLTR investor but not a big tech guy I like to hear from people I respect whether they agree with me or not so thanks
Thanks Alex. Appreciate the honesty. And your technical research, understanding and explanation
I'm so glad you made this video. Also glad you released it. This information is very interesting to know. Thank you.
Glad it was helpful!
Thank you for this PLTR update! Respect!
Really respect you for making this video!
I’m in AI. I bought at ATH and have been holding since, because I know their true value. Even with the latest jump, it’s undervalued 😉
Good you accepted and got a respect from us
The most empowering words are "I was wrong". Mad respect.
agree
Brother comes always with best information.. loveyou
Thanks so much for your hard work🙏😊
I told my friends do not sell, buy more. It's okay to be wrong on occasion, no one is perfect. My cost basis is only $9. I never had even a fleeting thought of selling. I told everyone to buy more or open a position if they did not own any shares. Good video, thanks.
I'm still not sure. I'm buying up more SOFI
Every Business CEO, every state and large city is looking for some way to utilize A.I. and right now Palantir is there best bet today.
Hang on guys its going to be a fun ride.
Absolutely love the content!! 🔥your research is amazing. Keep putting out the HITS! 🤟🤟
Thank you 🙏 I appreciate it
Respect!! TY for the update!
I was surprised by the change of heart initially and kept my positions, glad to see our thinking is once again aligned. Good vid!
Yeah fully respect you for this Alex.
Thank you for your great video. I follow you from NZ. I am still trying to watch all your videos to learn how you analyse companies.
Hello from around the world!
Respect to you Alex!!, hard to have a rethink sometimes but great to see someone with the balls to say it as it is.
I greatly appreciate that you always update your findings so honestly. 👍🏼
It's all good, my Dude. I wouldn't own ANY PLTR if you hadn't said anything. I would still just be dealing with the ARKs.
Your prompting caused me to pay closer attention to more of the individual stocks available in ARK.
It's natural for this to happen, the more eyeballs we get on the subject the better.
This reminds me of an elevator I was scripting in a Metaverse and I needed it to work anywhere from 20 meters to 3000 meters high. A person that had no scripting experience whatsoever gave me the idea how to mod the script.
FRESH 👀EYEBALLS 👀
Yes, I made some decisions based on your earlier videos on PLTR. To much of my relief, you took accountability which is a really good thing. Thank you for the deep dive.
Whew. Cheers.
great vid/info! keep em coming!
Thanks! Will do!
I really appreciate your videos. Thank you!
Glad you like them!
Alex, thank you for the great work. All your videos are so insightful! Any chance you could do one on long term prospects of SMCI?
Great suggestion! I'm actually working on that right now.
@@TickerSymbolYOU - love to hear that! Looking forward to it. Thanks again for all the amazing work!
The irony of advertising delete me while simping for palantir is just lost on you is it?
0:00: ⚠️ Palantir's AI Platform success and stock surge prompts reevaluation and long-term outlook.
3:27: ⚙️ Palantir's AI platform simplifies data interaction, reducing skill level required for tasks, but challenges remain in data integration.
7:09: ⚙️ Palantir's successful growth strategy with large language models and profitability commitment.
10:10: ⚠️ Concerns over Palantir's net dollar retention rate despite positive growth in commercial customers.
13:21: ⚙️ AI coaches powered by different language models provide recommendations for plays in a business setting.
Timestamps by Tammy AI
Thanks for the detailed breakdown and kudos for owning up. Will love for you to consider Frog and Ionq for future analysis.
Glad to see you change your opinion. Respect for admitting it!!
Great video and perfect to admit to mistakes and learn from them. Thks!
Huge ups to you for admitting when you were wrong. I work in the ad and creative space. Once I heard they were using boot camps to get clients in to see the magic sauce I knew this would be a game changer. The strategy of showing people how it can work for them, seeing value and then charging is a winner every time. Thank you for presenting this new video.
Great to hear from someone in the space!
CLASSIC UPDATE ON STOCK COMPANY
THANX U 4 YOUR INTEGRITY
As a previous financial professional, I would say don't confuse with a software company (PLTR) with a semiconductor company (NVDA). They are in different track. 😊
Yeah I thought the same thing about the correlation.
So Palantir has far less expenses than nvidea.
can you please explain what you mean?
PLTR is a software company. It's like AI for AI. One example would be - saving general mills a million a day!
It is an unbelievable super changer for efficiency and profitability = every company worth their salt will want palantir software
Well done. Great update. integrity matters. Proud to be a patreon member.
I really appreciate all of your support over the last 2 years!!
Thank you for information, video, and update! I appreciate all of the hard work and effort you put into your channel !! Question: Have you done a side-by-side comparison of Palantir and Snowflake? Do the companies do the same thing? How are they the same? How are they different? How many customers in what sectors does each have? And finally .... WHY is Snowflake price at $231 (as of this posting) and Palantir at $24?
Itt was an easy trade to get into using the technicals. I had no idea who they were 3 weeks ago. thats the beauty of the technicals. top performers rise to the top.
nice action today against distribution. sign of strength.
Good video - Thank you
Well structured and well presented video. Thank you Alex
Glad you liked it!
It's a damn strong list you've got there but I'm surprised they've not made it into your top 5 yet!
I mean, they've got a lot of room to grow and their business model, by default, is structured well to survive recessions (multiple clients, spread across multiple industries, even across multiple continents now). They're like a sexy cockroach of a stock - easily my top pick!
I knew you were dead-ass wrong about Palantir, but still impressive to see you admit it
Sometimes you gotta suck it up and take the L
@@TickerSymbolYOUnext time you chose a target, it might be wise to have it be one that isnt the most dominant company in its industry
There were a few comments disagreeing with the negative video (which I think originally had "doomed" in the title). One was from me, but I was far from being first. Credit to TSY for changing his mind. Maybe if you're too close to a subject, you need to take a step back so you don't miss seeing the forest for the trees.
@@riffsoffov9291 would yall say it’s still good to invest in it rn?
Everybody is next nvda
Huge props
This is how trust is built 👏👏👏
I'm working on an Al-focused investment plan, researching stocks of Nvidia, Microsoft, and Alphabet, among others. Along with my financial advisor, Mrs Helena Crouse, I have focused my interests on a few major areas based on their performance and anticipated growth. Also including gold, coins, and the EV, renewable energy, technology, and health sectors.
Impressive! I love the strategy
l did read about Mrs Helena Crouse on the media some time ago., quite a great resume she has
She’s active on
TELE
GRM 👇
Great video! Thank you
Glad you liked it!
just curious, what was youre q4 predictions?
Alex, I enjoy your input dearly. I have a question; what do you think about the tech ups sprouting up throughout the USA? The consortium involves a multitude of different organizations (private-public)?
Thanks for all the great information and knowledge bro! Here's a comment for the algorithm💲💸💰🤘❤
Epic video and breakdown 👍🏼🙏🏽❤️🙌🏼
I always admired your videos and the way you break down complex topic into easy bites and today you have Earned my RESPECT! I always have a high esteem for individuals who admit when they are wrong and own it ! But also explain as to why and lay it all out because I am a straight shooter and that's how I am No B.S just rip the bandaid off! Keep up the great work and keep it up ! Respect Dr Karp and his Team will make us all lots of money 🙂
Real men admit to their mistakes. Been with Palantir since 2021 baby, LFG! Glad to have you aboard
Well done sir Alex. Loving your insights.
Glad you like them!
Great vid Alex. Respect. And thanks for the Wisdom tree cyber etf. It’s working out great already 😊
Great video!!!
Great video as always! Crowdstrike video coming anytime soon? :)
It's on the list of deep dives!
@@TickerSymbolYOU Looking forward to that! Thanks! :)
Welcome back brother
nice video - why is PATH your lowest? ill watch the vid but would like more input on that. Thank you!
I am already in in pltr for the long term.Thanks
Great Video :) totally agree- been a holder- wish I saw this when it was back at $7 6 months ago- this was easy to understand- thanks for the content!
My pleasure. Glad you enjoyed it.
Subscribed and sharing with friends and family.
Cheers! 🍻
Good move acknowledging an error in your analysis Alex. Demonstrable reflection and correction always appreciated 👍
Great vid
Much appreciated!
Good video. I like your correction. Subscribed and liked.
Thank you so much Alex for your hard work, dedication, and objective perspective. I greatly respect your presentations as a result!
Glad you found it useful!
💯 respect that you owned your mistake in that last video on pltr imma subscribe now
WOW I certainly tuned into the right episode here - your product knowledge of Palantir is very appreciated. This display of prodigy not only answered the mystery of Palantir, but clued me to the commercial product - and has me way more interested in that than I could ever muster sustained interest for the equivalent accounting system packages of decades past.
Remaining Questions: (OMG did you know Questions has Quest in it??)
1. Does it obsolete accounting packages or take the place of? Or Interface with?
2. Why is this software so "trustworthy"? The answer to that one will open the door to an unknown form of business no doubt. I mean like, who do they hire? How is the data separated and kept away from engineers and staff? and What is the overall strategy of such a highly secret organization that creates a seamless, leakless vessel? And, how sure are we about it? GIVE ME THE DOUBTS, the pits, and the indigestion~!
Much respect to you
Thanks for sharing your change in opinion. 👏👏
Always!
@tickersymbolyou
Can you do a deep dive on symbotics ticker SYM?
Net dollar retention rate going down is normal when your new customer base is expanding. It is purely mathematical. It become concerning if it goes belong the 100% which then means that you are losing customer or that your prices are going down. At one point it will expand back up when the TAM will be at a mature level and when the prices will go up... That is way in the future. For the moment Alex enjoy the ride and thanks for your honest video!
Great channel higly competent
pltr is a very good stock i buy some for 6 dollars now 23 dollars also it is getting up every day. uber, amd, meta also was very good nvda stock is 899 now. lot of stock have jump now. dell report yesterday stock jump from 89 to 130, also i bought some stocks when 46 dollars today was a very good idea. if buy 500 stocks we should get a big amount today thanks
U cant always be right. But i appreciate your transparency. Ill definitely tune in more to insight on AI stocks from you. Thanks for the info.
I am definitely NOT always right but thanks for taking the time!
honesty and good info is why i respect your work.
looking forward to see how you warm up to Tesla again, if that!
Palantir has a unique selling point, which is underappreciated a lot imho. It is the privacy and security of data from different entities in the ontology. Thats why, Palantir was able to build a data mining operation across even company boundaries. Just look at Skywise, that was built by Airbus and powered by Palantir... That is huge and no other company can do something similar. Thats possible due to data security that a lot of airlines (competitors) are part of Skywise and share company data so essily... and even pay for it... And palantir has AI, very good Sales strategy, fantastic leadership and a multibillion market... I am long Palantir now, even though, i am very sceptical of SW companies in general... Disclaimer: Private opinion, no advice given, do your own research...
I think most youtube finance creators hated on Palantir and their shareholders cos it was the cool thing to do a year ago
Best simplified explanation of palantir yet
Glad it was helpful!
I'm definitely getting this stock. Everything a.i. for me.
Thanks
Stock Price depends on Sales. But Tech wise, Palantir creates Knowledge Graphs on top of Ontologies and puts them in the RAG for LLM to take into context. Technically there is no moat... Using Neo4J, anybody can convert their RDBMS into a Knowledge Graph and send it to LLM through RAG. Anybody can do Row, Col and Cell Level Security now and use LLM for Data Analysis.
so for this day are you recommand to buy the stock or wait for her to get down at price
?????????
Great reanalysis of PLTR.
Love the honesty
Big respect Sir.
Alex you’re the best ❤
Keep it up bro
Cheers man, thank you.
The great content.
Hello. I follow you from Romania. I like what you do, especially when you admit a mistake and correct it.
Thank you and hello from across the world!
In karp I trust never doubted him
I have bought this share in $6/7 then I sold 10-11. So recently I have checked and it was 42% up in last 5 days and I was shocked 😳😳
I bought at 9 and sold at 16.
If you still believe in the company, fundamentals, leadership etc. buy back in
I totally respect that you said you were wrong 👍
YOU are amazing ❣
I applaud your courage to admit your error in judgment. Re NDR, it will likely explode above 120% in Q3 2024 earnings results, thus not a concern. If you do a deeper business analysis, you will understand where I am coming from. Just remember, unless something deteriorate fundamentally with the company, never bet against PLTR, as anyone who does so will lose big time financially.