PALANTIR (PLTR STOCK): "CRUSH" EARNINGS, WEAK STOCK?
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- Опубликовано: 5 май 2024
- Palantir just reported very strong 1Q 2024 earnings results. I'm very impressed with their recent cost discipline as their profit margins have exploded higher. Management is raising their outlook for the year, and yet, the stock is down following their earnings! Why? Let's dive into PLTR stock and reflect on their hypothetical valuation framework for the years ahead.
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Palantir or PLTR stock is showing accelerating commercial revenue growth and management discipline over operating expenses, and yet the stock price reaction to a strong earnings update is to fall lower! What's going on? Two words: VALUATION MATTERS. For more compelling investment ideas consider www.unrivaledinvesting.com!
Yes, also buy MPW!
I agree that many people are considering NVDA AND Palantir as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
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Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Her name is ‘MICHELE KATHERINE SINGH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks
Thank you sir!! Awesome Content. This one is easy for me. I like the company, Karp, and the numbers were good enough for me. I’m just going to add around good prices and see ya in a couple of years. I bought at much lower prices. Cheers
At this point of the AI buzz, and Palantir is still struggling, I think I’m out
I’m up almost $900 in unrealized gains just from dollar cost averaging 2 shares/paycheck into PLTR over the past year-15 months.
You got me with the pump and dump. Never again!!!
Valuable clarification on Palantir. TY !
Thank you, great content…
Another great video!!
Daniel finally seeing the light ! 👍
Thank you so much for the unbiased commentary!!!! Sold 75% of my PLTR holding today before the downtrend after earning came out. Will pick back up if dips below $21 level.
The US government thanks you foe paying your taxes early! 😂
@@heyitsanthony6366 they better do 😂 bought back some shares at $21.5 earlier today.
😮 Thank you😊
How is $baba? any updates ?
It will bounce back up tomorrow. ETF’ are still heavily investing.
Thank you
U should do an update on CURI. They just had earnings today. I’d be curious to see if you think they can come back. Looks like they should be announcing any day now they’re not in danger of being delisted.
I've finally had a win, got into this at $7.
Are you on something??? PLTR is a long term play…just buy
If you buy at stupid prices, you could be looking at long term sideways movement with additional downside risks. Factor in the opportunity costs where you could make more returns elsewhere while you go sideways, you could look really stupid for decades before you even make a buck in profit.
To the 🌕
Taughts on walgreens dying or turn around play?
Thanks for the insight. Why is valuation suddenly important when stocks like NVDA, SMCI, etc in the AI space have been trading on insanely high valuations based on forward looking? So stating that the market suddenly cares about valuation, imo, doesn't feel like the only reason.
because NVDA doubled their revenue, and then probs will double it again... that's why homie. PLTR growing 21% yoy, this is actually lower than their estimates years ago at 25%+
Stock price increase is not the same as high valuation. NDVA is cheaper now on a P/E basis than a year ago. PLTR is 2 times more expensive than NVDA. NVDA growing 80% and PLTR 20%. PLTR does not deserves its valuation.
When you think like the market, you will never outperform the market.
I was hoping for a great recap.
I hope I delivered!
Thanks for the great video as always Daniel! I am a proud member of the Unrivaled Nation! Quick question, CVRX had a horrific quarter and guidance. Valuation is now in heading towards $150 Million after 20 years of work with the top VC’s and Johnson and Johnson. You’ve recommended in the past. Do you think this is the type of opportunity that could generate 100 bagger sort of returns at this valuation? Is the company broken or just the stock? Love to know your thoughts!
I did yesterday
I will hold anyway, up 48% nevertheless.😂
V similar to me!
One slight correction on the video - Palantir isn’t entering the hardware space. They entered into a partnership with Anduril for the Titan program. Palantir will supply the software, and Anduril will supply the hardware
PREACH to the AI calling out Government spending!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
What I think is a big differentiator for Palantir is this:
There’s a very serious problem with how large language models were built. they were built by scraping libraries of materials. many of which are still under copyright protection potentially causing significant legal risks for companies that use these LLM’s.
But !
Palantir will defend you, legally,against a claim if you use were using foundry and the output is the basis for the claim.
My source is in the client agreement.
Something I think is key to their offering.
sounds like they need stock buy backs.
First of all, you cannot catch a falling blade. The rate is more than 3 times higher than that of the floor. I think it would be best to avoid it for now.
You’ve posted the same exact comment in way too many places 🤣
@@ecko3003 where?
They did a SoFi hit on PLTR, it’s market manipulation. That said, PLTR is overvalued for what they bring to the table, even with potentially high future growth just to meet the current valuation.
yet EPS compared to Q4....? With all that growth and share buy backs... where is the EPS? I really liked your evaluation bit... and an example for what you are saying is PYPL. cant even get a PE of 12 with 40% EPS growth. Subscribed.
Yea sell so you can buy it up, we know the game
Buying like crazy today. It's all FOD.
So what does AIP actually do Daniel? 😏
New drinking game..... you gotta take a drink everytime Daniel says "called out".🤦♂️
Buying at 20, buying more at 18 and buying more at 16 tho I don't think it will drop under 17.30 USD this time around.
Guessing investors were expecting a lot more especially after seeing other AI companies like nvidia really knock it out of the park.
Karp is pushing revenue into the next quarters so that he can surprise on the upside toward the end of the year, and push for an addition to the S&P. Get ready for the sandbag....
100%. The impact from bootcamps will be cumulative and take a while - consider how long IT procurement takes at companies. People expecting immediate impact are impatient
So, the effect will only come after the next quarter. Even startinng from the year 2024, Pltr has been on a strong downtrend, after reaching $27.
what is the sense of diluting shares with 0 debt, and billions in the bank ? makes no sense
Had closed to $4k at high , then crashed back down and got out at entry , this is not my first time experiencing buy the rumor sell the news , from now on I’ll just dump before news
Sold my trade 4 houers after earning as i knew it was going nowhere. 11% gain is better then nothing 😁🤙
Too much ad in middle
Of video. Gets annoying
Thanks for reminding me to skip in the middle
You can have good earnings but if the guidance doesnt equal or excede expectations then the market will hurt you. Its all manipulation. The suits want to own this company but not yet. They want next years growth for last years price. My advice is dca and hold for years
I've been wheeling PLTR, setup last week. Cash secured puts: 21, 22, 23. Covered call 27, 28. If PLTR goes above 28, I win-win. If it stays at 24, 25, 26 level, I win-win-win. If PLTR goes down below 21, I win-win-win-win!
Youll be sorry when it has another earnings report where it goes +35%
@chrisg9343 Nope. Looks like PLTR is down below $28. It was a win-win-win-win situation
Buy the dip
hold palantir
Take profits ..
It will drop down to $20-21 .. then buy buy buy .. lol 😆
I rode it from $8.70 to $22 & sold it there. Made a few hundred thousand on it. I love the company, but I saw some opportunities elsewhere that have worked out nicely. Also- I feel it’s completely possible that we see sub $20 at some point, & I’d be glad to buy back there. As bullish as I am, the valuation is pretty rich here.
No one cares
Everyone sale, I'll buy your shares.....lol
Feel free lol...Plenty to buy. MOre than 100 million volume for you.
Using AI for US government budget cutting only works if your AI is programmed with truth and is free of bias, something that already is proving to be very difficult in the mainstream LLMs currently in use - I agree, it holds great promise, but it will face many challenges, ironically enough, from its human creators.
I knew Palantir was going to drop. I sold puts at $20.50 that expire this Friday so I should be good.
wow how risky buy puts on palantir
Friday? I'm expecting it to reach $20.5, but by Friday anythinng can happen.
Palantir is up 8% apparently, not down?
it drop after market
I remember how people were slapping Tesla about valuation 10 years ago. And we know where they are now !
Where are they now?
@@bobcloughjr in a place, craying
@@Kevji9bro Tesla is up 1,391 percent from 10 years ago. Lol
@@bobcloughjrthat is exactly my point, 10 years ago a lot of analysts were very bearish because of Valuation but yet it went up and up.
No buybacks.. sell it 😂
NONE OF THE ANALYSTS UNDERSTAND THIS: "We are winning in the U.S. And then, that kind of leads to the question of why are we doing so well in the United States of America? And the main reason is we built software infrastructure that allows enterprises, both commercial and government, to move beyond chat, move beyond self-pleasuring, to actually produce things that are valuable. And whether this is tasking satellites in the commercial context, or changing margins or changing American workers into Japanese engineers using our software platform and large language models, we believe -- I believe, we are the only company in America, the only really relevant market, that will allow you to do useful things with large language models. And that is what's generating 68% growth in U.S." Alex Karp on 5/6/ 2024 earnings call
😭😭😭😭
What's up with all the bot comments? Can we get someone at Google to work on this instead of changing historic figures skin tone?
Just deleted a bunch of the bots! Thanks for calling out.
How do you delete ? Really annoying me too . I worry for old people getting scammed
The bears will lose.
SELL IT! it is a flaccid stock. i was burnt by this stock
Not my cup of tea.
Saving western democracies😂😂😂😂. That’s your argument? Stopped listening after that.
Imo Palantir and Tesla stock are way overpriced.
Explain yourself then... ha
dude get back to the financials. you clearly are out of your lane with the IT, AI, Software talk.
Get back to the couch and do nothing
I to scared to hold stocks this year especially starting June so I am bracing for the worst to come for the market in general because of Biden and spending like a drunk sailor
Overpriced stock, so better stay away
Poopantir