I Can't Stay Quiet on Palantir Stock (PLTR) Any Longer

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Күн бұрын

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#palantir ( #pltr stock ) has a huge problem. Ever since #openai released #chatgpt , new AI innovations are coming out faster than ever before. That means Palantir could be facing stiff competition from tech giants like Microsoft ( #msft stock ), Google ( GOOG stock ), and even Amazon ( AMZN stock ). And while their platforms may not be as good as Palantir Foundry, they have much bigger budgets and much better distribution. So, is PLTR stock still one of the best stocks to buy now or will Palantir be doomed to slow growth while the rest of the AI market rips past it?
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Simply Wall Street's Palantir (PLTR Stock) Valuation:
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Timestamps for this Palantir Stock deep dive:
00:00 Why I've Been Quiet on Palantir Stock
02:39 Understanding Palantir's Platforms
06:20 Palantir's Competition in 2024
13:42 Palantir Will Be Doomed, Unless...
📝 Resources & References 📝
‪@BloombergTechnology‬ Palantir CEO: Not Sure We Should Sell Our AI to Some Clients: • Palantir CEO: Not Sure...
‪@CNBCtelevision‬ Palantir CEO: Problem is tech's unwillingness to support U.S. government: • Palantir CEO: Problem ...
‪@palantirtech‬ Q3 2023 earnings: investors.palantir.com/financ...
📜 Disclosures 📜
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🙏 Thanks for watching!

Пікірлер: 578

@TickerSymbolYOU 6 ай бұрын

You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20

@ianluyten1210 4 ай бұрын

This one aged like fine milk ...

@user-qi3hf8ko3q 14 күн бұрын

why?

@tucoramirez9557 10 күн бұрын

Like other TSU videos... cough "buying AMD over Nvidia" cough

@edwardtan8307 6 ай бұрын

I sold my FB stock because of your analysis. FB stock went up to the moon a few months later. One of my biggest mistakes. I have PLTR so I won’t make the same mistake.

@TickerSymbolYOU 6 ай бұрын

Yeah, a few months after they COMPLETELY CHANGED DIRECTION. Maybe re-check your opinions on a stock more than twice a year?

@RabbiRabbit87 6 ай бұрын

Bro if you sold meta at any level below 250-then you don’t understand valuation. Anyone who wasn’t buying below 150 is an idiot. Just bc a you tuber had a bearish stance on a stock you sold??? Got a lot to learn my friend.

@Wobbothe3rd 6 ай бұрын

These comments can't be real. Unbelievably entitled and self-centered, did 29 real people actually agree with this!? Idiots.

@bazoozoo1186 6 ай бұрын

Do not blame. Take responsibility for your own decisions and actions.

@jryde421 6 ай бұрын

Your first mistake is depending on someone to tell you when to buy and sell instead of hearing it as an opinion....you're gonna keep losing more then you make.

@SB-yq6ze 6 ай бұрын

I'm no expert but I feel like palantir are well aware of their competition and do having a pricing strategy - they are pricing AIP low to remove friction for companies with the like of AWS and Azure already and when they see how it works and how valuable it is they will be stuck with it and pricing power will ensue

@Stu1391 6 ай бұрын

They have explicitly stated they can price out its competitors with a better product. Not worried about them falling behind--they pay money for good talent, which hurt them in the near term, but it's paying them dividends in the long term. Been a holder of PLTR since its DPO in 2020 and glad to have it today.

@fernsmora 5 ай бұрын

When you try to out price your competitors, it is a race to the bottom.

@GET2222 5 ай бұрын

@@fernsmoraname a time when governments were ever worried about budgets!!!? Palantirs clients aren’t going to pay for a cheap, hackable product or startup with no history. Not going to happen…

@lifeisfuneh 6 ай бұрын

If it's anything like the arguments against TSLA "The competition is coming" ... it's all good :)

@mercury13 28 күн бұрын

Not reall musk making cheap teslas now

@CHMichael 6 ай бұрын

It's one of those stocks you want to keep and forget until they rule the world . ( i still have apple from 1995)

@I_want_stocks 5 ай бұрын

May I ask how much is your apple stock is worth now?

@CHMichael 5 ай бұрын

@I_want_stocks I have a separate account where I used to buy $100 worth of stock and never look at it or touch it.( $1k / year budget) I don't remember how many shares I received but last time I looked it was up around $14k . Also have Amazon , tesla ... Prefer to forget about palm and AOL. I have a completely different account with a different bank to do more active trading. They are far away from each other so I'm not tempted to touch it. .... a friend bought me 3 bit coins for x-mas when they were worth $30 . I thought I lost them until I went through my old boxes during covid. Hundred or two hundred don't hurt if they don't make it, but it kills that horrible feeling of. I should have kept it, or I should have bought it. .... I lost a bunch of money during. Com but saw the financial crisis coming. When I bought a house. ... at least you can sleep in it no matter what tue price is.

@Oren0614 4 ай бұрын

@@I_want_stocks he is lying

@CHMichael 4 ай бұрын

@micro-organism-pv5gd that's not what I was referring to but jobs getting kicked out of his own company covers that scenario. Lots of want to be Ai out there. Someone will get lucky., and I think it will be luck .

@RabbiRabbit87 3 ай бұрын

Still have Amazon at 20 bucks lol

@XShollaj 4 ай бұрын

When this video was made PLTR was around $6. Today, a couple of months later its around $25.

@TickerSymbolYOU 4 ай бұрын

You're either really bad at math or you've traveled through time. Either way, this comment is totally bogus.

@Playboysmurf1 4 ай бұрын

Wasn't $6. It was $16. Now $25 Still a decent return.

@armandogonzalez2304 4 ай бұрын

Alex’s analysis of the underlying technologies is always very insightful. But his investment acumen is suspect, which makes sense since his background is in science not finance.

@dinosaurdude5668 4 ай бұрын

Any new update on rethinking the PLRT Doomed headline?

@GeorgeYumnam 4 ай бұрын

Haha 😂 yeah,

@markrobertdevison1227 4 ай бұрын

I hope you didn't sell your PLTR position. I held on to my 1800 shares, should have added more when it retraced to 15, but I can't complain.

@SneakyWoolCloth 4 ай бұрын

1 month ago i wrote here that this is fear mongering at its best and that you could put any name instead of Palantir in this video. The whole video is complete usless

@dinosaurdude5668 4 ай бұрын

I like Alex’s videos, this one I can’t figure out though. If you look at what Karp is saying in the recent past, it only pointed to positive events…not Doom. Puzzling

@SchlickB 4 ай бұрын

Thank goodness I did not dump the stock and held it!

@travismrkvicka8217 6 ай бұрын

This is not a consumer product. It’s enterprise software. Your apple comparison is apples to oranges. Enterprises care only about ROI. Karp is saying in his strategy that he is basically going to start the pricing out low, give enterprises the software and charge them over time as they recognize the roi. That is exactly what his strategy should be. Other than that all you’re saying is that there is competition. Point taken. And that they aren’t growing as fast as you’d like. Point taken. But the market is obviously pricing in reaccelerating growth. If you don’t think that will happen, fair enough. But with a massive and ever increasing TAM, I happen to think it will, and that there’s plenty of room for all the players you mentioned.

@jefffree6990 6 ай бұрын

Agree that analogy was completely off base; its more like comparing AAPLs to Lasagna - Ordinary people vs Enterprise IT and Data workers.

@De-Centralized 6 ай бұрын

Glad to finally get your updated perspective.

@Nemo-yn1sp 6 ай бұрын

You always earn a like. I have PLTR and Alex Karp is what swayed me to finally jump in. It's finally green and the long covered call I've been holding will expire worthless in Jan. You've given me something more to think about, whether I'll just sell another call and hold, or take the small profit and move on.

@letsinvestigateit 6 ай бұрын

Alex Karp payed himself an insane of money to run palantir and he is the reason why you should not want it.

@markrobertdevison1227 6 ай бұрын

My cost basis on PLTR is a little over $9 per share. PLTR is growing, 17% is what I got from the clip here. From what I have read AI is going to be a monster and it seems there is room for more companies to make a killing than what we have to chose from now. C3-AI get's 85% revenue from just one customer. So they don't seem like big competition. MSFT is always competition as are other players in this sector. I think owning several of the AI companies will be a winning strategy. I own 5 and I will hold all of them and if just 3 of 5 are big winners, I'll be a happy camper. Great video but doesn't make me want to sell PLTR..

@brianbell5887 6 ай бұрын

Which 5 AI companies do you currently own?

@markrobertdevison1227 6 ай бұрын

@@brianbell5887 PLTR, NVDA. SOUN, AI, ADBE

@dieudonnezonou7968 6 ай бұрын

thanks Alex for your insights, its helps stay based on our expectations on the potential performance of the compagny, i will still keep my position for the two to tree upcoming years to see, as they just need couples of tweacks to make it

@MrTrevorrrr 6 ай бұрын

Your videos are very informative and your video animation and editing is extremely engaging. Thanks

@josephszczesny446 6 ай бұрын

Been waiting for you to talk about palantir again, glad to have your insight

@Tideo123 6 ай бұрын

Thanks for the Video helps me know more about PLTR. However, I see PLTR a little different view as you do w/t Karp's business pricing strategy. I do agree with his choice of keeping the service price high to maximize profits. PLTR has different products, different customers compared with other companies that have common every day products like AAPL or MSFT. I would invest in PLTR for a specific niche market.

@rashadbartholomew8427 6 ай бұрын

I like how you bring up the dichotomy of Alex Karp's value perspective and Steve Jobs product market fit perspective. Did you consider that Alex's context is B2B while Steve's was B2C (in the beginning)? If you did consider this how did it inform your commentary on this matter. If you did not, do you have any new considerations?

@kc-me6wl 6 ай бұрын

Great vid thank you! Ps The delete me looks fantastic thank you!

@tapasbhattacharjee3426 6 ай бұрын

Appreciate the technical research you did to make the video. Makes you more credible.

@olutobii 6 ай бұрын

Thanks for the video man, although just a few things I disagree with: I think the Apple comparison does hold true better in a B to C environment (where consumers can be lazy) rather than B to B. I think business won’t have a choice but to go for the best if it means they’re not competitive. If your competitors are seeing massive YoY improvements simply due to better software, you won’t be questioning the ease of integration. Eventually you will have to bite that bullet. Yes, distribution is a big advantage, but also complacency can lead to the downfall of the incumbents which you mentioned. Also, Palantir have improved on the demos and also are well aware if the need to modularise their offerings and go further downstream. Final note, Apple won in the end because they had a far superior product, first. Palantir did also start from roots of identifying the consumer’s problem (government, yes) and developing a solution to combat that, not the other way around.

@ryanromero4095 6 ай бұрын

Exactly what I was thinking

@MartinRigbyRGB 6 ай бұрын

Apple also won in the enterprise. People started refusing to use their company provided blackberries because they already had an iPhone and didn’t want to use two devices. Companies jumped on the opportunity to have their employees buy their own hardware.

@tomjohn6297 5 ай бұрын

@@MartinRigbyRGB But Oracle is always more better than MSSql.

@mvasa2582 6 ай бұрын

Palantir should consider commoditizing some part of their technology that is more cookie cutter to a subset of their customer base. This is important for the company to scale.

@stcredzero 6 ай бұрын

This is a very good skeptical take on PLTR! In addition to the Star Wars idea (which might run into IP issues) there's also Eve Online, which has a complex data model, including a simulation of another world's economic system.

@MajDuty 6 ай бұрын

I have a rather large position in PLTR. Started buying at the DPO. I'll see where it's at in 5 years. Not worried about.

@buddyrevell511 6 ай бұрын

2024? No way... PLTR is just getting started, my friend.

@mickeykm 5 ай бұрын

thanks for the video, great research as usual.

@nirmalhruday1 4 ай бұрын

This video was only released a month ago, but has already aged like blue cheese 😂😂😂😂

@edtravelbug 6 ай бұрын

Legitimate concerns. MSFT will be able to do 80% of what PLTR can do with a significant cost advantage and ease of deployment. PLTR will own the large-scale complex customer that still uses legacy IT systems, but for the majority of businesses, the AWS vendors will be able to offer a good solution. If anything, this will cause a more rapid conversion to an outsourced IT cloud infrastructure once companies see that this conversion comes with a solid AI-enabled data analysis solution baked into the product versus needing to spend millions and millions to deploy a more complex PLTR product. But again, I am not saying PLTR will not be viable = they will still be a good player for the large-scale legacy companies.

@Raistlin7070 6 ай бұрын

Fabric and Q arent just inferior, they simply dont do the same tasks. Neither one has ontology, they simply are trying to integrate an LLM into their workflow. Yes they have a huge advantage in distribution, but if anything their limitations will be an advertisement for PLTR. Your solution seems inferior to bootcamps they are running. Using their software on a fictional company might be interesting, but its far more interesting to have it done on your company with your data with experts helping you. Jobs point applies more to the public and layperson, not companies looking to solve their complex problems. If PLTR cant keep up with demand they must be doing something right.

@Austin6403 6 ай бұрын

You do understand Palantir has had partnerships with Google Cloud, Azure and AWS since 2021, yes?

@chrisg9343 2 ай бұрын

And as of today, also Oracle Cloud. This vid “analysis” aged sooo badly lol

@petediaz9310 6 ай бұрын

Excellent analysis, excellent advice

@brianyu937 5 ай бұрын

one of the best (if not the best) analysis on Palantir, fully agree on how view its problems, the strengths in its product, and weaknesses, or to say lack of focus on the pricing side of things. Big respect for all these amazing videos, ganna spend time to watch them all and learrnnnnn!!!

@JosAtoZ 6 ай бұрын

Guys before you go haywire and sell everything make sure you understand a KZfaqr’s job is to make videos for a living and this guy is the pinnacle of that and I’m convinced him like many others don’t really understand markets and how they really work. Be safe out there and do your own research.

@kellyclover5953 6 ай бұрын

I doubt that they are really doomed.

@cupwithhandles 6 ай бұрын

He clarified at the end, that they are doomed from "reaching their full potential." That is a bit easier of a prediction to make.

@guvna542 6 ай бұрын

Still...@@cupwithhandles

@cupwithhandles 6 ай бұрын

yup! @@guvna542

@Modelsociety 6 ай бұрын

Simulated Star Wars Empire is a brilliant and super fun idea!

@Maximus0623 4 ай бұрын

Good analysis and you definitely give good reason to be hesitant on Palantir, and you’re right that the best product doesn’t always win. Devil’s advocate response: AI is a different animal. I think Karp is right in that companies will pay for the best product. We’re seeing that with Nvidia. There is a mindset that if you don’t have the best AI, your AI will get beat and you’ll be in danger of falling behind and becoming obsolete. Not getting the best product increases your risk of that happening.

@TickerSymbolYOU 4 ай бұрын

Definitely can understand that argument. I'm not convinced but it's a solid viewpoint. We'll have to wait and see which way it shakes out.

@Maximus0623 4 ай бұрын

I’m not confident enough in Palantir to make it a core position, but like the risk/reward profile for a small stake. We’ll probably start to get an idea of what way it will shake out after the upcoming earnings call. I see the stock either skyrocketing or plummeting after reporting.

@albanegger2569 6 ай бұрын

Interesting arguments. My counter would be that Palantir makes AI solutions to beat the competition. So if they are their own client they will be trying to crush the opposition in their field. They let the others decide pricing and features to then beat them on features and price. My guess is their main problem in growing is hiring AI experts. You can only scale employee count so fast, if you want to stay EBITDA positive.

@relaxingricky 6 ай бұрын

Excellent job keep up the good work

@buyerclub2 6 ай бұрын

You are so much better than MeetKevin, or Jeremy. You seem to always bring me a perspective worth thinking about, and I rarely feel you are trying to sell me anything, such as a "class" or an "expensive" membership. This is why I tend to want to watch your stuff, and seem to only skim theirs.

@kahvac 6 ай бұрын

An excellent honest video. So it would seem that marketing plays a huge part in who dominates !

@PSuTubed 5 ай бұрын

These are valid questions. I see last year as the Gold Rush era of AI. There's gold in those hills. Nvidia been raking it in since they own the picks and shovel. Everyone else is setting up shop at the base and trying to figure out how they'll make money/mine gold. This year will be crucial.

@totenark 6 ай бұрын

Excellent analysis with some very valid questions asked! The Star Wars demo is brilliant and would love to see it come into fruition. Palantir have certainly grounded their confidence after a successful year, and I believe in them, but as you’ve stated there are absolutely some adjustments required in order to truly hit the ground running.

@jaqueitch 6 ай бұрын

There was no data presented, other then him trying to show Karp as being arrogant.

@clavo3352 6 ай бұрын

Great observation. Think I'll hit the ground at a fast walk !! Glad I limited my investment !

@majesticzen2132 6 ай бұрын

Can someone please send this video to Alex Carp!

@vlad.nicula 6 ай бұрын

Product Market Fit for Enterprise / non B2C areas is a bit different than B2C. Steve Jobs does indeed make a great point about B2C products. For B2B the decision maker will look at the numbers and decide for the rest of the department or company what tool/software they will use. Palantir seems to have a head start when it comes to the value proposition for large enterprise / governments. Until Amazon or someone similar comes bragging that they are signing similar contracts to Palantir's NHS one, I think they will continue to seem to be ahead.

@JohnDoe-dp4kx 6 ай бұрын

Karp should be hiring you!;-) I'm long PLTR but thanks for this video that brings some great insights.

@russellrobert6084 3 ай бұрын

PLNR, one person shouldn't wear every hat, it's not always a good fit or look, great recommendations, I hope they at least consider it. Great stuff, I enjoy and learn so much from your show, thanks!

@mjregan88 6 ай бұрын

I think you need to go onto Palantir weekly and discuss these with Arny. I feel there is counters to much of this. But it's valuable.

@TickerSymbolYOU 6 ай бұрын

Always happy to chat with other investors

@lionheart93 6 ай бұрын

agree would be good to hear from all sides

@cameronvincent 6 ай бұрын

Wish we still had code

@LeeAlison-dk2ud 6 ай бұрын

Upcoming earnings for PLTR will give an important clue if new AIP strategy is working. I expect big, really big results from Palantir, and will be doubling my position before the next earnings report. I anticipate all of the questions presented here to be answered in 2024.

@22119katy 4 ай бұрын

you made it, the result came in BIG

@thierrysf 6 ай бұрын

"The best technical product never wins". I can confirm that first hand after 20 years of experience in software in silicon valley and in Europe. If you focus primarily on the technology you forget about the customer's real needs they will always prefer inferior products with good marketing and you will lose.

@wjking5219 5 ай бұрын

"Trust Palantir with their data". AI has a lot of potential to pressure Palantir; however, the "trust" factor and its ultra-high security clearance are moats that Palantir will help them defend their position as they continue to develop and expand its AI applications and tools. Very informative video and worth keeping a very close eye on.

@jcjung5544 4 ай бұрын

"Palantir shares rocket 30% after revenue beat, strong demand for AI".

@EmpireEnglishSchool 6 ай бұрын

Congratulations Alex on the engagement 🎉 👏🏼

@TickerSymbolYOU 6 ай бұрын

Thank you!!

@MrCapitalizer 3 ай бұрын

Man, that was excellent. Don't see content like this in the stock space.

@TickerSymbolYOU 3 ай бұрын

I appreciate you!

@weho_brian 6 ай бұрын

9:20 that's such a perfect way to describe something like Slack versus MS Teams. When we switched over to Teams 2 years ago everyone universally hated it compared to slack, now we are still using it lol

@TickerSymbolYOU 6 ай бұрын

Like I keep saying; Palantir has the best products. But the best products aren't always the winners.

@user-ys8dc2ni8z 6 ай бұрын

@@TickerSymbolYOU in case of bullshit apps which anyone can make, i agree. But in AI, the product that will win is the one which unlocks the most value. The user interface and user friendliness doesn’t matter.

@deanchristie3829 6 ай бұрын

Wow, your suggestions for PLTR are amazing. That would make them unstoppable.

@TickerSymbolYOU 5 ай бұрын

I think so too!

@sdy7587 6 ай бұрын

Bold push at the end. 👍

@carlboy87 6 ай бұрын

Good video bro I like the idea of a more thought out demo environment as an accelerator for growth/POCs could help commercial adoption.

@TickerSymbolYOU 6 ай бұрын

I do think that would help them big time

@tezcanergene1750 4 ай бұрын

So true, it's not about the technology or tech team... it's all about the business side and those relationships. Speaking from my experience as an engineer and field application engineer in several silicon valley companies.

@brianvportugal1155 5 ай бұрын

Impressive video Alex! 😊

@Oho159 4 ай бұрын

2024-02-05 this didint aged well

@TickerSymbolYOU 4 ай бұрын

It hasn’t aged at all. Listen to the actual concerns I laid out in the video. They’re all still true.

@city5joy 3 ай бұрын

your overall game plan how PLTR can reach their full potential is brilliant, hope CEO Alex K to at least hear your voice!

@emerica187 6 ай бұрын

I like your idea of palantir setting up a demo how you described with star wars. I hope they consider something like it.

@JianqiuChen 4 ай бұрын

Great video, even if palantir went up so much, your arguments are still very valid, but I believe that what you have pointed out are not fatal weaknesses, when you have a solid product in hand, pricing strategy is really not the most difficult part.

@georgegale6084 6 ай бұрын

Boot Camps solving many of these issues and making Palantir sticky.

@muskyful 6 ай бұрын

Palantir has not really ever targeted the market of smaller business entities or to be a player in "retail" AI software (MSFT, etc) ...as they are geared towards mega enterprises and government operations. They already have partnerships with MSFT, GOOG, AMZN and are forming others, as they deem suitable for their future growth. I think PLTR will dominate the specific segment of AI they have targeted. PLTR will continue to be a long term hold for me (dca $10.5), just like my AMZN (dca $38.4; 334%) and APPL (dca $18.5; 939%) have been.

@charlesweaver9297 6 ай бұрын

Government has a lot of catalyst. You make valid points but I think they will adapt like they did with AIP

@Aivern 6 ай бұрын

Great video. I am a holder but I never understood all the cultist devotion to the company when it's clear they have never quite hit their stride in terms of increasing revenue. If anyone is even objective, they can see that palatir consistently misses the spot outside of government contracts. Even at this point, there's very little to suggest the exponential growth that all their lovers keep espousing.

@Pierre_Nu 4 ай бұрын

this headline aged well ...

@SuccessSeeker09 5 ай бұрын

You pretty much pointed so many good things about the company, I like Alex Karp he’s a smart brave guy and I trust him to drive the company into prosperity

@ICA_Ghost 4 ай бұрын

well they gained 30% today

@jayrodathome 4 ай бұрын

I’ve been dollar cost averaging PLTR since 2020 from $11 up to $30’s down to $7 and back up to $20. PLTR had a huge advantage. 50% of their sales are government so protected from recession. 18 years experience, consistent revenue growth, no debt, profitable, better price to earnings than other ai plays. I’ll be holding and buying PLTR for years to come. The absolute floor IMO for this stock is 150B so that’s 2 xto a bearish valuation long term. And lastly it doesn’t matter who wins the ai wars to PLTR. Any LLM come out on top and PLTR grows. My 2 cents. Lastly

@paretous_x7044 5 ай бұрын

great insights as usual, Alex - appreciate the effort sharing this "story" - as an investor, i grow unsure about PLTR.. they're not an AAPL, CEO needs to score more "trust" , and as a company i don't see that huge of an addressable market that can ensure growth and appreciation of their stock.. it's just a niche player.. so will always pass on them

@Universe728 3 ай бұрын

Great info!

@fscubetech7219 6 ай бұрын

The great content.

@felipemontoya5097 5 ай бұрын

Awesome Video! Great Work 🙂

@TickerSymbolYOU 5 ай бұрын

Glad you liked it!

@Chrisfeb68 6 ай бұрын

I respectfully disagree. I purchased shares the day of the direct listing with the intent of holding at least 10 years. I only wish I had more money to purchase more shares.

@jacobbeyer5553 6 ай бұрын

Interesting perspective. I actually sit in an IT department and had one of their sales guys connected as i wanted to understand the product and im not impresses.

@czthor1 4 ай бұрын

So will you sell your PLTR positions and purchase AI Stock? Question: If any of the AI developments / Working models were show or asked how to make Forge work better would that AI program be able to make it better and not violate patents?

@michaelcastano4701 6 ай бұрын

Hey bud, what you do think about forge for investing in private conpanies?

@jjm2679 6 ай бұрын

Alex, the Star Wars dataset is brilliant! I faced the same challenge when presenting the solution to my senior leadership; demonstrating its value before committing to a large contract proved to be difficult.

@robb5270 4 ай бұрын

Well this didn’t age well

@YSapphireGroup 5 ай бұрын

Alex, great analysis! I am bullish on PLTR and hold stock but I always ask myself, they have out-of-this-world technology, when are we going to see the stock at its real value? Similar to TSLA. I just hope Alex.. the other Alex understands that they need to let the world know the great product they have! (in simple terms as possible)

@ADM015 6 ай бұрын

They literally develop custom software for companies via forward deployed engineers. How is that not meeting customers at their needs? That clip of Karp saying they have no monetization strategy is old now. Bootcamps are changing that. It’s proving to be a brilliant sales tactic. At least Snowflake thinks so. Steve Jobs is talking in more of a business to consumer context vs B to B I think. You do know they have been letting businesses use products for free right? That’s not gonna help their yr over yr growth. Don’t you understand their growth strategy? Nice video but now they are laying a foundation for future growth.

@t3knoman00 4 ай бұрын

the report says AI is supposed to be 1.1 trillion by 2032..... that is what we call the cart before the horse....

@forsubs8697 6 ай бұрын

thanks for the video and analysis. It seems your recommendation will distract them from their plan/mission. Agree competition is here and will raise. But, they focus on building valuable tools, not just the one they want, but deliver the value. Marketing, certification, small businesses might be good if company sees it as their market. But I don’t think PLTR sees that as their market, at least atm. Comparing his words about infinite market to growth is not accurate. He did not say it’s infinite market right now. Also one should take into account global economy slowdown after covid. and I agree, all those CAGR and market size is someone’s guesstimate, even they uses some data. You can’t make accurate guess about market for the next decade.

@89ALEE 6 ай бұрын

Isn't true about every single stock out there that there is always some issues with the company that stops it from reaching its full potential? I see whats important is that if the company is doing enough to overcome its shortcomings and rising above the current/potential challenges. With that being said, i would really want to see that star wars dataset and it can create a game out of it by linking all the commands with VR headset :)

@AC-ge2tr 6 ай бұрын

That Steve Jobs quote fits perfectly

@georgegale6084 4 ай бұрын

According to Palantir’s latest quarterly report, which covers the period from October 1, 2023 to December 31, 2023, its NDR by segments are as follows3: US commercial: 150% US government: 141% International government: 161% Total: 131%

@MartinRigbyRGB 6 ай бұрын

Very cool visualizations! Looks like they are produced by Palantir proper but I can’t find them on their site. :(

@kentinspacetime5378 4 ай бұрын

That was a good analysis. I’ve always thought you were way too product focused and not enough delivery focused. I learned a long time ago, at great monetary loss, that company success comes from a product that is: Adequate Well supported Readily available Most superior products fail! Betamax!

@Y_Invest 4 ай бұрын

The editing of your videos 😮

@LASLOEGRI 5 ай бұрын

Great idea to build a Foundry version of Star Wars. It would be a great online multiplayer persistent world and suck in every company IT staffer to play it at home. Staff who would have to be told to “evaluate this for benefits to us,” will play themselves into obsessed Palantir salespeople. 🤩 Note: I’ve been in computers since 1970. Every consultant group projects every conceivable market/trend will grow 40% per year. People only hire consultants to hear good news and 40% is a bankable number. Karp is right-by ignoring the 40% targets he can organically flow into the 12,000% opportunity. Great report!

@timog7358 6 ай бұрын

valuable information in there

@clavo3352 6 ай бұрын

Pretty great video ! Thanks, glad I didn't bet the house !

@TickerSymbolYOU 6 ай бұрын

Glad you enjoyed it

@cecillouden8662 6 ай бұрын

You said the same stuff about unity stock. I will buy more shares of palantir.

@TickerSymbolYOU 6 ай бұрын

Unity literally fired their CEO over that fiasco, which is exactly what I said they needed to do to save face.

@stevemucha2149 4 ай бұрын

I’ve always thought that AI would leave PLTR in the dust. I’ve been wrong so far, but in the future I think it will happen.

@tpgsoldier 4 ай бұрын

Hopefully you sold me your PLTR a month ago around $14. Thanks! Its worth almost $24 now!

@TickerSymbolYOU 4 ай бұрын

I love all these comments that look at the thumbnail and don't watch the actual video 😂 I didn't sell at all

@jonathanwilliams8028 4 ай бұрын

lol this video not gonna age well bad look bro a lot of rambling not a lot of facts

@elkcircle7245 6 ай бұрын

Interesting analysis. I might follow you on this one, whereas I disagreed a couple of months on your Unity sell signal and bought more instead as I believed (correctly so far…) that they would pull out of that mess.

@TickerSymbolYOU 6 ай бұрын

I don’t think there was anything to disagree with on Unity. I said what I thought they needed to do, they literally did that exact thing, so I’m once again a happy shareholder

@RickHunter-gs8gh 6 ай бұрын

Suggest you read my response to this video. Do not base your investment/trading decisions on some KZfaqr’s opinion.

@elkcircle7245 6 ай бұрын

@@RickHunter-gs8gh or on someone else's comments to Alex's well-prepared data?

@rickhunter3245 6 ай бұрын

@@elkcircle7245 Mine. Posted this morning.

@cw5335 4 ай бұрын

I am extremely proud of myself that I add a few thousand shares of Palantir recently. Palantir is a cash cow already with zero debt. US commercial sector grows 70 ％ YoY.

@djsausagebiscuits 6 ай бұрын

man great video editing in this episode. thanks for sharing your knowledge as well!

@shoad316 6 ай бұрын

I honestly don’t think you have enough of a background to say Palantir is doomed, especially by next year.. Like you said, you barely scratched the surface of foundry, let alone AIP, or any of the vendors.