The end of Palantir? (Why $PLTR is down and keeps dropping?)

Рет қаралды 84,020

Күн бұрын

Think the stock market is all about logic? Think again! Palantir just beat earnings across the board and the stock is down, and by down I mean REALLY down. Is this the end of PLTR? Why is it down despite great earnings and keeps dropping?
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0:00 - PLTR Stock: Decline Despite Strong Earnings
2:00 - Expectations vs. Reality
3:01 - Long-Term Investment Perspective
4:07 - Detailed Review of Palantir's Earnings
5:22 - Net Dollar Retention and Customer Growth
6:32 - Net Income Growth and Operational Efficiency
7:24 - Financial Health
7:57 - Revenue Per Employee Comparison and Profitability
8:58 - Price to Earnings (P/E) Ratio Discussion
9:50 - Future Growth Projections
10:55 - Conclusion
Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.

Пікірлер: 244

@TomNashTV Ай бұрын

0:00 - PLTR Stock: Decline Despite Strong Earnings 2:00 - Expectations vs. Reality 3:01 - Long-Term Investment Perspective 4:07 - Detailed Review of Palantir's Earnings 5:22 - Net Dollar Retention and Customer Growth 6:32 - Net Income Growth and Operational Efficiency 7:24 - Financial Health 7:57 - Revenue Per Employee Comparison and Profitability 8:58 - Price to Earnings (P/E) Ratio Discussion 9:50 - Future Growth Projections 10:55 - Conclusion

@josephrice29 Ай бұрын

One thing that concerned me, Tom... did you notice this? Dan Ives asked him point-blank, "Explain your conversion process." In other words, "This boot camp strategy is obviously drawing people in, but what is the process for going through the sales funnel?" Not only was he vague in his answer by generally commenting that we have unprecedented demand (and not something like 10-20% of boot camp participants buy), he then went on to say we're not good at selling it now... this clearly tells you conversion is ridiculously low, and if that doesn't change in the next 9 to 12 months, you have to start to wonder how good the product is, or if it is good, how scalable is it really? What do you think?

@DeannaMurray-zv 29 күн бұрын

The fin-Market;s have underperformed the U.S. economy as fear of inflation hammers the prices of stock;s and bonds. My portfoliio of $750k is down to $592k any recommendation;s to scale up my return;s during this crash will be highly appreciated.

@BeverleeR.Ziegler 29 күн бұрын

I enjoy challenging my investing mindset with the thoughts of others superior to mine, our thinking is definitely similar.

@BeverleeR.Ziegler 29 күн бұрын

There’s much uncertainty now, my question is what stocks can be the next wave in terms of growth for the next decade?

@Erickruiz562 29 күн бұрын

I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

@JanineJ.Cromwell 29 күн бұрын

That's impressive, have you always had guidance?

@Erickruiz562 29 күн бұрын

I've had majority of my holdings in ETFs, tech stocks and I've had 45% increase in my portfolio, especially with Nvidia P/E (price to earnings ratio) adding few others, personally, coach Jennifer Lea Jenson take good care of my holdings.

@TomNashTV Ай бұрын

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@av8tor34 Ай бұрын

10,000 shares at $11 pr sh...I'm holding with an iron fist.

@sumanthsf9819 Ай бұрын

Iron fist and diamond mindset, palantir millionaire in the making.

@theparkswayenterprisesllc262 Ай бұрын

Your family will thank you 😂😂😂

@Stromhs Ай бұрын

Sell incoming at 11,50 🤣

@MrCarty-qx9dg Ай бұрын

That's amazing bro!

@crxracer805 Ай бұрын

Should have sold yesterday and bought back in this morning.

@LinusHellsing-hp3ko Ай бұрын

I bought 100 shares today. Great opportunity.

@ericdavis1421 Ай бұрын

Stock first listed September 30th, 2020 and is up over 110% in under 4 years. Seems to be doing quite excellent. Big money manipulation to crush short term options and to buy cheap once they scare away the weak.

@TG-rf2iu Ай бұрын

I’m buying 100 shares this morning

@medot2 Ай бұрын

I’m down for more shares

@WiseOwl_1408 Ай бұрын

@@dirtygerd9083 been over hyped for years

@emmanuelemman7699 Ай бұрын

@@dirtygerd9083how much lower do you think or around when would you look to scoop up shares if you are interested ?

@vanhaus5022 Ай бұрын

Don’t do it, not yet..

@snookmeister55 Ай бұрын

I sold 1500 on Friday

@peterdib4864 Ай бұрын

that's why it's impossible to time the market

@saquist Ай бұрын

Not impossible...just unlikely to do consistently. Earnings Reports are only ONE aspect that affects they markets. There are other schedule events that can be timed...like Federal Reserves Meetins, Rate Increases and Rate Cuts, CPI reports, PPI report, Job Reports...etcs. Because many of these are dichotomous the timing predictions are more simplified than you'd expect.

@exousia2002 Ай бұрын

PLTR is not “the market”. It behaves differently compared to broad index or stock that have visibility like NDVA.

@beinquisitive Ай бұрын

It is more like it is impossible to know exactly how the market will react to earnings.

@MatthewMS. 18 күн бұрын

@@saquistthanks Buffet!

@armychief2005 Ай бұрын

Don't worry Fellas, this stock is being manipulated. We shall win. Just hold on!!

@pigsinpyjamas9410 Ай бұрын

And ladies

@pedromogga6928 Ай бұрын

Tom .... Palantir is going down for the same reason why lots of stocks go down in this current market ... the market is totally broken. To have many stocks go up and down by 10% daily ... never mind 20% is insanity. Everybody has lost sight of what the stock market is supposed to be. In Peter Lynch's classic book one Up On Wall Street ... which was only written about 40 years ago ... he mentions that some stocks go up as much as 3% a month. Nothing really has changed with Palantir since Friday ... but the stock is down 13%. Shopify had exactly the same issue recently ... great results but got hammered. It's pointless trying to identify why IMHO. It's simply market professionals being allowed to run amok.

@LouisTinsley Ай бұрын

Big dose of truth in this comment

@AlanTrades Ай бұрын

Yes good insight. It's completely irrational to trade in this market. I'm sure the failure rate is 99% now.

@kurtgodel9726 Ай бұрын

That IS spot-on analysis of the situation!! 👏👏Market makers doing their usual manipulation of the market!😠👿 Its why the EMH is totally wrong, both the strong and weak versions?🤔Their fuckery creates inefficiencies and other players, very smart others, ie Jim Simons, Ed Thorp etc.. Profit from it and they know this is the EXACT reason!?

@darrenporter1850 16 күн бұрын

What's your thoughts long term for these stocks? I'm holding

@dannyjang9952 Ай бұрын

Great buying opportunity for the long term investors! 😅

@thomasmerrill3585 Ай бұрын

Dude big institutions, banks are shorting so they can pick up more on the cheap this seems to be happening to nio, sofi, palantir last few years we wait and buy like them!

@MrAtrice Ай бұрын

Weird none of my pltr shares are being lent out though ...

@MichaelRosen-pp1pr Ай бұрын

Pltr is having an Alex Criss moment (shock the world). When Karp said the company will 10x-20x raises expectations for earnings and sets the company up for failure that current quarter.

@Tom-PlaylistKing-Smith Ай бұрын

You got me with the pump and dump. Never again!!!

@theparkswayenterprisesllc262 Ай бұрын

Plus yesterday’s earnings increases the chances of being added to the S&P 500 either in June or September.

@homenj3897 Ай бұрын

You have confirmed for me yet again, the old wise saying; “no one knows what’s going to happen and they certainly don’t know when”.

@kludgedude Ай бұрын

Long term = 100yrs+

@farihaafreen9761 Ай бұрын

LOL

@farihaafreen9761 Ай бұрын

For me 1 to 3 years is long term

@JNow4Now Ай бұрын

Thanks for sharing your view of the PE conundrum. It helps to have context when making an investment during pullbacks in the stock price. 👍

@kurtneven6612 Ай бұрын

Good job Tom 👍✌️

@magusto627 Ай бұрын

an opportunity to add furthermore

@888exp7 Ай бұрын

Tom Still doesnt understand. The company isnt the stock, and the stock isnt the company.

@ImBeneficial Ай бұрын

The internet expected it to go up. So it went down. Its not rocket science imo... I'm a PLTR shareholder and even I KNEW it was coming down, because every KZfaqr said it was going up. Just like SOFI...

@Fighter4Street Ай бұрын

What about this employee compensation people are saying is the reason?

@piddersohoolihan2222 Ай бұрын

Kinda like when EVERYONE knew that TESLA was going to drop after the Q1 earnings. Instead it went up 20%

@WhoHiredYou Ай бұрын

Excellent take.

@weasel3720 Ай бұрын

@TomNashTV Was it mentioned how many bootcamps we held in Q1?

@yusselfaveljl Ай бұрын

Agree with you

@investsmarternow Ай бұрын

Thank you Tom!

@pm375 Ай бұрын

Great perspective.

@davidt3296 Ай бұрын

Its not dropping like a stone ,its dropping like a rock!

@joanie5812 Ай бұрын

Thanks Tom another insightful video. I’m just continuing to DCA in spite of the naysayers on the financial networks.

@bellafemedia Ай бұрын

Happily buying 💰🤜🏽🤛🏼

@dontjuhu Ай бұрын

hey tom, I realy appreciate your videos!! just wanted to give you some feedback on the production. the audio (at least in this vid) is out of sync and in general I think there's way to much compression on your voice. other than that keep up the good work and I see you in the next one :)

@geolykos Ай бұрын

I sold out on Palantir after last earnings. Not sure why I’m still watching Palantir videos 😅

@sandivade1991 Ай бұрын

Keep adding pltr. I really like you, bro. Tom . Carry on the good work.

@matthewmiksza5855 Ай бұрын

I bought more. I love this clearance sale !!

@Welcome0002 Ай бұрын

I am buying more as it hits my price target.

@douglascombe8396 Ай бұрын

Tom -I think you are great- "everybody" is singular in English. All the Best.

@user-union1029 Ай бұрын

After reading the reply, I think it's right to buy more.

@lauraymond4290 Ай бұрын

USD 27 per share pltr achieved and now Q1 result is ever better but why cannot go to 27 again?

@MrAmosckw Ай бұрын

The table slam made me load up on PLTR

@mohamadsaleh779 Ай бұрын

PLTR fair value is around $23. Thats what i got from my search

@kawaiimdsweey9348 Ай бұрын

I am selling put at strike price of $20.

@1234waveskier Ай бұрын

I’m adding on these dips

@terrie001 Ай бұрын

The fact it went up 8% before earning even came out is a sign to take profit. Glad I sold out 1/3 of my share while it was up Monday during mkt. now stuck with other 2/3 shares. Hope to buy back in below $20.

@peterc5819 Ай бұрын

Tom another great video. Do you think mainstream media and institutional companies are conspiring to just hammer this stock so they can buy it cheaper. PLTR has I believe 6 quarters of great success with each quarter getting better and better. Still Long term and bullish go PLTR!

@vanracerspike Ай бұрын

Bought 150 shares in this dip!

@jimmyjoesmith7452 Ай бұрын

Thanks, Tom. I still hold PLTR.

@coguglielmi Ай бұрын

Just bought some more yesterday at -15% discount 😉

@ECL213 Ай бұрын

Isn't that another sign of recession? Companies beat earning and still drop

@meldramir Ай бұрын

I just bought 50!

@MsKaishek 19 күн бұрын

Because they(management) give too much sbc to themselves and then dump to markets. Period.

@boostednova7120 Ай бұрын

sold calls for $$$ yesterday and IV Crush this morning closed em for pennies lol noice....

@HouGrills Ай бұрын

Looks like PLTR was held back by the increase in the number of shares in the quarter. If the number of shares goes up it limits share price. Not sure how much longer PLTR will continue to increase shares every quarter.

@thomastootill2025 Ай бұрын

I'm in no rush.... I can wait aslong as the figures stay on course 😂.

@vomedia2289 5 күн бұрын

Trading requires essential knowledge and patience. It's crucial for traders to control their emotions. It's dangerous to always believe that stocks will go up and become upset when they go down. Traders need to know how to seize opportunities to make money when stocks drop as well as when they rise. Just my 2 cents.

@samsonbelai2489 Ай бұрын

Danggg I’m not seeing this sorry Tom maybe I’ll be wrong but the tepid revenue guidance and 20 percent growth is just not enough to justify this price tag. I own Tesla because of what Tesla could grow into…I don’t see the pathway for palantir to explode on the top line…the bottom line will always be limited if you’re not growing the top line idk we’ll see if be more interested in the teens

@icefishing6592 Ай бұрын

How about jnj?

@FabriceRakotomalala-yg3mj Ай бұрын

I like to jump on the hype train to take advantage of the draw that comes with it. Yes, I'd rather give up my hard-earned money forever!

@kawaiimdsweey9348 Ай бұрын

I sold 20% of my holding at $25 before earning. Today I am selling cash secured put

@lishr4536 Ай бұрын

that means if it expires and its at the strike price or lower you will need to buy 100 shares?

@D9Wx Ай бұрын

I wish I did thought about it ffs

@SteveOfTheMountains Ай бұрын

Also, many are saying this valuation is high right now. I think it is re-adjusting to its real value. Whatever that is. 15 to 19? Ish

@GEN-X- Ай бұрын

I watched you yesterday for most of the live. Never heard you or your guests say that 25 was probably the top until after the dump. Yet near the end of your show, you said that one of your guests told you this would happen before the show. Why did you not push that info on to your subscribers ? We don't hang out and listen just to hear you talk. We're trying to lock in some gains and roll it back in. You just left us in the dark... thanks buddy.

@TomNashTV Ай бұрын

I actually posted that warning on X and on my discord before earnings

@GEN-X- Ай бұрын

@TomNashTV not everyone is on X or your discord... but that's cool

@TomNashTV Ай бұрын

@GEN-X- discord is free to join for everyone it’s not paid

@mohamedhemida23 Ай бұрын

@@TomNashTVwhere is Gen x

@vonniofdoom5590 Ай бұрын

Institutional ownerships is already low yet it’s dumping hard, red flag.

@mlmichael261 Ай бұрын

I can't here talking about Palantir anymore.

@Minhnguyen-tf8ps Ай бұрын

Yesterday you greedy and today you fearful 😂

@zhara2585 Ай бұрын

These keeps happening, meta,, sofi. Now when companies do good the stocks dive

@Fous1978 Ай бұрын

What does Palantir actually do? How do they actually earn their revenue? How much have they invested in Ai? Cannot see anything proprietary!

@bobbob-gx1iq Ай бұрын

They basically provide advanced analytics software. The question is not do they have best in class software because they do. The question is does the high cost of their product provide enough benefit to justify paying for the high cost

@Fous1978 Ай бұрын

@@bobbob-gx1iq I see no actual company, some kind of CIA dark data business with no actual infrastructure investments is what I see

@jonharper7930 Ай бұрын

Long term equals 1000 years. 😅😢

@kahvac Ай бұрын

At least !

@chrisf1600 Ай бұрын

A whole new generation is about to discover that corporate earnings have very little to do with stock returns. Your long-run excess return is just compensation for bearing risk. And the risk is that you might not get your money back, ever.

@rosshealy6799 Ай бұрын

Never buy good companies when there going up only buy good companies when there going down!

@bramania6536 Ай бұрын

Fear of missing out! Wall Street drain, it happens every time. Management is being rewarded not the shareholders.

@jacobdibert3026 Ай бұрын

I got bamboozled and bought 10 shares at $25 before it shot down. My average cost is now $24.08

@highwaymoses Ай бұрын

Omg im about to DCA

@donmiller5636 Ай бұрын

What is DCA?

@SheikhRahman Ай бұрын

@@donmiller5636 Dollar Cost Average, meaning buying more as the price goes down to lower your average cost of purchase. If you buy 100 shares at $100, and buy another 100 shares at $80, your average cost for all 200 shares is $90.

@mirorashev9331 Ай бұрын

@donmiller5636 Dollar Cost Averaging - you should try it ;)

@horsegal3358 Ай бұрын

When S and P?

@californiadroneservices379 Ай бұрын

Where’s the 500 dollar thumbnail from yesterday????

@TomNashTV Ай бұрын

It’s $1000 now

@Run.Ran.Run1 Ай бұрын

I'm very tired of this bs, 4 years, I expected some type of stability. Someone is dicking us around.

@longtermst Ай бұрын

Sell

@TheTravellingScotsman Ай бұрын

Not an analyst…. Analysts don’t just have two horses in the race.

@Run.Ran.Run1 Ай бұрын

@TheTravellingScotsman what?

@longtermst Ай бұрын

Investments should be no less than 3-5 year holds. 1st year is accumulation. You're welcome

@INVESTORY-Greg Ай бұрын

I highly recommend everyone watch yesterdays stream we had yesterday

@trucktruck588 Ай бұрын

My dca was $11 sold all $25. Comes back to the teens I'll dca again

@kingghidorah4191 Ай бұрын

Massive amount of calls @ 25.00

@dirtygerd9083 Ай бұрын

There were massive amounts of calls at 26 yesterday doesn't mean anything.

@denden2531 Ай бұрын

Yeah... Massive call wall resistance at $25.. regardless what happens.. market makers have to sell when price reaches $25 ... Unless it can stay afloat for few trading days... Will be below $25 till next week..still holding . Going to add

@gymmingathomefitnessadapta2991 Ай бұрын

Before I even start watching. Let me guess… opportunity to buy more stock. Think long term

@user-um5ec8xj4i Ай бұрын

as wine time with tale

@firstset7415 Ай бұрын

I was ready to sell pltr after blowput and buy more tesla. Yeah looks like that aint happening.

@KingRichKang Ай бұрын

You can’t compare Salesforce and Microsoft with Palantir because Salesforce and Microsoft have also grown their market caps by acquiring other companies. Palantir has not made the large and types of acquisitions that Salesforce and Microsoft have made and will continue to make

@danielcpt3819 Ай бұрын

Time to HARD DCA - Get that on some merch asap.

@TomNashTV Ай бұрын

🤣

@carloorelli3538 Ай бұрын

I sold 600+ Tesla shares and I am wondering if Palantis is the right place to move those money....

@D9Wx Ай бұрын

Move it back

@carloorelli3538 Ай бұрын

@@D9Wx while I believe in Tesla, there are too many headwinds ahead to make me comfortable being all-in Tesla only. 1) Musk could leave the company if his previous compensation plan is not reinstated. 2) Trump could win the elections and he's anti EV. He will cancel every subsidy to EV/battery maker for sure. 3) The FED could keep harming the economy by not lowering intests for more months. This could lead Tesla stock price to $100 or lower. If they fall below $120 I can buy them back and find myself with more shares I started with

@NycX360 Ай бұрын

The audio & video seem off by milliseconds, doesnt match up

@AmcPopcornlover Ай бұрын

wall st naked shorting ! no one sold !!!!!

@alvaradoinc.9808 Ай бұрын

PLTR great earnings

@paulevans2246 Ай бұрын

👍

@adammarshall4576 Ай бұрын

I added 250 ! 4000 to go!

@crispyduck1706 Ай бұрын

Have added just now mug punters taking profits

@BF1GUN Ай бұрын

It's like owning Tesla. No matter how good the news, the share price tanks.

@drmanhat4483 Ай бұрын

Buy buy buy

@bobbybrad5154 Ай бұрын

DCA = Dollar Cost Aggressive

@billnipp Ай бұрын

What is wrong with PLTR? It’s a 12 year old company

@TheTravellingScotsman Ай бұрын

Picks are not doing very well…

@TomNashTV Ай бұрын

Which picks would that be sir?

@bt6875 Ай бұрын

Market maker: they control the numbers due to any reason. If you can not stand the heat and stay out of the kitchen.

@fredericgomezbuvens Ай бұрын

It mater that it drops 8% of course it does, you can by cheaper:)

@MasterMindz786 Ай бұрын

How much do you get paid to delude people and make them buy at the top.

@mirorashev9331 Ай бұрын

@MasterMindz786 Are you serious? Currently it is not even at 52-week high... If you don't like the content on this channel, you can go elsewhere... And if you think the price of the stock is high, don't buy!..

@atn2666 Ай бұрын

Go buy nvda then lol

@socho2624 Ай бұрын

Oooops. That is so mean!!!