"Palantir Will Be Bigger Than Tesla" | The Hayley Eich Podcast With Antonio

Рет қаралды 11,251

Күн бұрын

In this podcast episode, I speak to Antonio who is an early investor into PLTR, TSLA, SPOT, AMD & HIMS!
Listen to this episode: open.spotify.com/show/5SDMdYH...
Follow Antonio:
YT: ‪@alc_magic‬
X: x.com/alc2022
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Workshops: hayley-s-site-e40a.thinkific....
Time stamps:
0:00 Intro
0:25 Antonio's 5 Stock Portfolio
8:24 Diversification
13:15 How Antonio Picks His Stocks
17:01 How Antonio Is Looking At Tesla
21:17 TSLA To $10k/Share
24:46 HIMS - Why Bullish?
29:43 HIMS - Competition & Going Global?
35:30 SPOT - Why Is This In Antonio's Portfolio?
41:44 How Does Spotify Make Money & Will It Grow?
47:33 5 Hardest Companies To Disrupt
49:15 PLTR Will Be Bigger Than TSLA
53:49 AMD Not NVDA
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Disclaimer: I am not a financial advisor nor am I qualified to give financial advice. My content is for educational and entertainment purposes only.
THANK YOU FOR BEING AN ICON
► Sharif TABBARA

Пікірлер: 70

@Williamesq12327 4 күн бұрын

I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..

@tahirisaid2693 4 күн бұрын

Agreed, this is why i now work with one. I’ve been investing by myself in the market for 11 years now, but the last 6 years is with the help of a financial planner. Throughout the 6 years of guidance alone, I've been fortunate enough to 10x my return as a DIY investor, summing up nearly $1.4m roi as of today.

@EmiliaGeelan 4 күн бұрын

Please who guides you on the process of it all??

@tahirisaid2693 4 күн бұрын

She's known as a 'Angela Lynn Schilling'. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with and set up an appointment.

@EmiliaGeelan 4 күн бұрын

Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

@gazmendqose8732 7 күн бұрын

As a PLTR investor from day 3 of IPO I like to believe that but there is no way in hell PLTR will be bigger than Tesla . I own both stocks and the only two stocks . 90% Tesla and 10% PLTR . The problem with PLTR is they own no data and ultimately it’s still a software company. Tesla will be a behemoth of a company and on its way of becoming the largest company in the world . Just Tesla energy will be much much bigger that PLTR in my opinion. I have done very well on PLTR but took majority of that holding and bought Tesla when stock dropped in the low 100s . I can see Gotham software with government be sticky but foundry will be disrupted and more and more sas software becomes available for cheaper and cheaper .

@donp11 7 күн бұрын

So agree

@joakimforsberg5946 6 күн бұрын

You have yet to understand the meaning of "We will be the biggest software company in the world" Not Antonios words. That should make things clear - what the goal is. Lets hope for all us investors that there is a lot of substance in those words. Me myself dont see Karp as a guy who brag or talk bs. I know it may seam that way when you are the best at something and point that out to the rest of the heard. Doesnt make it false though.

@purukrishnamurthy2960 6 күн бұрын

Agree with you, also to add to this once databricks goes IPO Palantir will have a hard time growing as essentially databricks does the same thing as Palantir

@zerac5036 6 күн бұрын

@@purukrishnamurthy2960 🤣

@dgo8509 5 күн бұрын

@@purukrishnamurthy2960databricks vs PLTR growth in revenue, customer growth, over 80 percent margins is no where comparable. PLTR is serving space and military/defense. I worked in those sectors. You have not an iota of a clue what level you have to execute at as an organization, and what qualities of work you have to provide to work in space and military applications.😂

@ajames 7 күн бұрын

I always pay attention to Antonio’s words and perspective. Too bad you can’t meet people like this in your everyday life. Nobody has convictions or cares. Thank you for the conversation.

@sagig72 7 күн бұрын

HIMS is a great choice. PLTR too. I dont know enough about SPOT. TSLA is emotionally difficult for me. I prefer AVGO to AMD, but thats just me. Great video, good discussion Hayley

@yusselfaveljl 7 күн бұрын

You 2 should open a channel together. You both have magic.

@chillguy2758 7 күн бұрын

Only regarding the headline. This may be true if Tesla doesn’t solve autonomy and bots but if they do that would be hard beat

@markfindlay8636 7 күн бұрын

I think Hayley likes Antonio ❤

@HayleyEich 7 күн бұрын

I like all my podcast guests ☺️

@markbucek4879 7 күн бұрын

Great show Hayley, love these podcasts, very informative!!!

@TC.C 7 күн бұрын

This podcast is awesome. To hear what Antonio’s views on AMD and others was useful.

@HayleyEich 7 күн бұрын

Yayay! I’m really glad you think this… more to come 🎉

@josethemuffinmoreno220 6 күн бұрын

Love the interview! Tesla, Palantir, Sofi are my three :)

@jeffcordes3680 7 күн бұрын

I know he used to have a big position in BlackBerry too

@got2fly799 6 күн бұрын

Love your channel. Great interview. Keep up the great work...

@HayleyEich 6 күн бұрын

Thank you so much and for watching :)

@jonfarrah 7 күн бұрын

Thanks Hayley & Antonio, with Software Margins often being in the 80-90% & the foundations being laid for AIP & Foundry...I can see the potential. Tesla is also on it's way to a Subscription Software Service so both are bright futures.

@HayleyEich 7 күн бұрын

Thank you Jon for watching! Yes absolutely, we are both thinking the same thing here 🎉

@jonfarrah 6 күн бұрын

@@HayleyEich Loving the guests you are having on your Podcasts Hayley, all very thoughtful & kind human calculators 😝

@nickjerrat 6 күн бұрын

Knocking it out of the park Hayley, great interview!

@HayleyEich 6 күн бұрын

Thank you!! ☺️

@MrGbolin 7 күн бұрын

Brilliant interview!

@HayleyEich 6 күн бұрын

Thank you!! :)

@Vichofeo12 7 күн бұрын

Hayley, you've been on a roll lately with your interviews. It's great to see people with different perspectives on different stocks. Thank you. Also, I appreciate your vulnerability when you share little tidbits about your own struggles, not only with stocks but just putting yourself out there when you don't feel 'like pressing record. ' I can't wait for the day $PLTR takes off like a rocket, and we all get to celebrate each other's investment successes! 🙂

@HayleyEich 6 күн бұрын

Hey! Thank you so much 🤗 some days it is hard to film a video because sometimes words just don’t come out right 😅 but I said to myself that I would start a channel (to put myself out of my comfort zone) and here I am! Me too 💪🏻🎉

@MrSimp75 7 күн бұрын

I agree with his choices.

@colinmackenzie4363 7 күн бұрын

Another great podcast.😃

@HayleyEich 7 күн бұрын

Thank you Colin 🎉☺️

@dominicdamata2618 7 күн бұрын

So would and be better on a consumer side of things and Nvidia be better for large companies?

@danielmorales1981 5 күн бұрын

Great interview

@maddstaxx Күн бұрын

for a minute i thought this guy was going to say AMD could disrupt Nvidia, but the explanation that AMD is moving in a different area of expertise alongside Nvidia makes more sense. Because Nvidia has a monopolistic stronghold on GPU performance and their revenue is proof

@alexkarp4775 7 күн бұрын

Let's go! Moon time 🚀🚀🚀🚀🌙

@HayleyEich 7 күн бұрын

Wooo let’s go Dr Karp

@cl5619 7 күн бұрын

@@HayleyEichwhy do you pump US military industrial complex stocks?

@JohnTPapadopoulos 7 күн бұрын

Although the extensive explanation on the AMD position, the valuation is still too high (3x compared to NVDA). Also the future growth rate is less for the next 5 years. I used to own AMD stocks but I sold and put my profits to NVDA. The fact that their GPU can be programmed with open source is not an advantage for me it is like comparing android with ios. At the end of the day the most efficient hardware/software combination will win the race and that happens to be NVDA IMO.

@jodylufc4481 7 күн бұрын

You've had your hair done, very niiice

@HayleyEich 7 күн бұрын

I haven’t actually changed it… maybe I just brushed it 😅 thank you ☺️

@rangerthedog8981 7 күн бұрын

No math was given on how TSLA gets to $10k/share :(

@iancollins8159 7 күн бұрын

😅 You gotta do your own research...its your investment lol

@user-ew6rs1tm7z 6 күн бұрын

“I believe” doesn’t work for me

@eschreck814 6 күн бұрын

Read ark invest. And they aren't accounting for energy/bots.

@79HBFerr 6 күн бұрын

I have 3 of his stocks. 😅 And only 3 more.

@midwestcannabis 7 күн бұрын

Party On! 🥳🥳✌️

@justinpriestly6828 7 күн бұрын

I’m a TSLA, PLTR, & NVDA investor. I fully agree I believe Palantir will be an explosive growth company, but it will never surpass TSLA’s market cap 🤣

@philipjohn1338 7 күн бұрын

We never imagined NVDA to become the no.1 company either.

@justinpriestly6828 6 күн бұрын

@@philipjohn1338 fair enough!

@kevr900 2 күн бұрын

hims ???

@humn_rights 5 күн бұрын

I skept all of the 5 .

@-COMMON-MAN 7 күн бұрын

⭐️⭐️⭐️⭐️⭐️

@miketran8987 7 күн бұрын

PLTR is good but the one draw back is that they need data from these companies in order to run their simulation to give results/advices. Tesla already has something similar running their factories called Tesla One. If they succeed in scaling their Robots then these robots will be collecting more details data in all of their factories, then Elon other factories then their suppliers, then other companies and finally the regular consumers. I don’t think Tesla will just give up these data to any other AI companies like PLTR without first offering a free trial of their own Tesla One.

@BB-2244 7 күн бұрын

I own both.. but I don't see them treading on each others toes to be honest. Tesla doesn't have IL 5 and 6 clearance. It therefore can't deliver security and software solutions to the government. It also does not have software options to deliver an ontology of your business.. this is something PLTR has developed over 20 years of business. Tesla does have AI and the use of its own LLM. But that alone has very limited use. It's not access to LLMs it's the ability to harness the power of LLMs that matters to make real business decisions. PLTR drives business improvement through efficiency and resource planning by utilising AIP , and ontology and the use of multiple LLMs (kLLMs) I am not saying Tesla couldn't get IL clearance 4+ but these things take a lot of time and building similar products to PLTR (ontology) Apollo / Gotham /Foundry is not easy. PLTR have previously stated they believe they are 5 years ahead. That's a very long time in business. We shall see. As I said I'm interested in both but they have different focusses and moving different directions

@rman52 7 күн бұрын

So you see Pltr having a problem because they don't have their own llm? That's like saying Ford has a problem because they don't sell gasoline for their cars. It makes no sense.

@miketran8987 7 күн бұрын

@@BB-2244 knowing Elon, he probably have a similar AI like Tesla One running Space X. And Space X already has clearance. Elon has shown that if there is a company out there that is performing or producing something better that Tesla, he would not hesitate to outsource it. It is strange that he doesn’t call Peter Thiel, who used to work with Elon at PayPal, to come in and help run Tesla and Space X more efficiently by using PLTR. But the bottom line is, data collecting and I think the Bots will be the ultimate source of data collection and Tesla will be the one controlling this. It is also the main reason why Elon paid so much for Twitter. All the other platforms (KZfaq, Facebook, instagram) were not for sales and it will take too long and too risky to start a new platform himself. He needs a data source to train his own LLL Grok. In hindsight, I think he actually got a great steal for Twitter. You cannot pay for time and time is one commodity you cannot fall behind when trying to develop AGI.

@DiFinni 7 күн бұрын

@@BB-2244 Well said, agreed. Palantir is more than just Ai, plus they are a software company.

@peterjohn5834 Күн бұрын

Superb interview Hayley. You really bring a zing to this whole investment situation. Well done and thanks on another very interesting guest. Makes me happier about the future rather than the constant right wing crap reigned on us by Murdoch and his puppets.

@HayleyEich Күн бұрын

Thank you very much, I’m really glad you’re enjoying them 🥳☺️