I'm Buying Palantir Stock (PLTR) After Earnings (Here's Why)
HTML-код
- Опубликовано: 11 май 2024
- #palantir ( #pltr stock ) is one of the most powerful AI companies in the world alongside #nvidia ( #nvda stock ) and Microsoft ( #msft stock ) because they make some of the most powerful AI platforms in the world -- even more powerful than #chatgpt by #openai . But with Palantir stock crashing by over 15% since their Q1 2024 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?
» Top Stocks for 2024: • Top 10 Stocks to Get R...
» Get My Stocks & Price Targets: www.tickersymbolyou.com/survey
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Palantir (PLTR Stock) Valuation:
simplywall.st/stocks/us/softw...
» Podcast: • E5: Our Top 5 Stock Ma...
» Twitter: / tickersymbolyou
» Patreon: / tickersymbolyou
Resources & References:
» @palantirtech Q1 2024 Earnings Webcast: • Palantir Technologies ...
» @CNBC Palantir CEO Alex Karp on Our Competitive Differentiation: • Palantir CEO Alex Karp...
» @YahooFinance Palantir is an overhyped AI company, analyst says: • Palantir is an overhyp...
» Nvidia GPU Advances: • Nvidia's Breakthrough ...
» Nvidia AI Advances: • Bigger Than ChatGPT?! ...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content in this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/ 
Наука
No sponsors, no links. Just setting the record straight on Palantir stock.
I like a no bias approach for your channel sir
what you are calling proof is actually your interpretation not factual proof!
issue #1: U.S. commercial revenue growth sharply decelerated to 40% from 70% last quarter
growth outside the US is now epsilon
just to be clear, $PLTR is too expensive, shares are too diluted (equivalent to price inflation), insiders sells when the price goes up (while Alex in an interview blasted shorters, I wish to know what he thinks about that), they do to little buybacks (~500k is very too little). Better buying some other ticker with better probability to grow this year. Then, when things will looks better it would be still possible to buy $PLTR. I have a lot of $PLTR and I regret it when I compared the rest of my portfolio. Of course if you bought at price lower than $15, your good to hold.
Finally Alex should be cautious when he talks, insulting shorters (even if I hate the fact that shorting a company exists) like he did won't help. I can't put his words here coz moderation...
seriously wtf ? you don't talk (or care?) about technicals ? nor about options ? your not an investor you are a gambler!
sorry your FURU video is full BS
@@user-uc2qk8wg6zthings can change what if they do share buybacks and announce a dividend and enter s and p 500 lots can happen
Love your videos a lot, but Palantir's PE is so high at 228 even after the price down at 20.5, do you think its earnings will beat the expectation that makes the PE lower than 100?
Do you have a timeline for the Street waking up to PLTR ?
PLTR will keep reinventing itself because they are in the innovation via data business
I've been diving deep into innovating tech stocks putting certain percent into the next wave for the next decade.
There’s much uncertainty now, my question is what tech stocks should I add to my fidelity.
Stocks is not only about anticipating moves based off trends but anticipating through participating behind real top performers and attain how they execute perfectly.
I'd say margaret ann myatt the intelligent investor is a top market overachiever.
I’m trying to figure out your selected holdings at the moment
I've had majority of my holdings in ETFs, tech stocks and I've had 65% increase with Nvidia P/E adding few others, Feel free to imitate my approach.
Glad to see you back on board Alex 😜👍
Alex, another fantastic video. I just love your technical approach to analyze tech companies - especially one as complex as PLTR. Also thank you for clearing up my confusion regarding customer growth and earnings. Please keep up the great work for giving me a solid roadmap to follow. Much appreciated.
You make the complicated understandable.
Thank you Alex.
Best,
Stuart
Glad I could help! Thanks for taking the time.
I think the partnership with oracle is a big game changer Alex once they adapt to it a lot of the companies will use PLTR in my opinion. It will grow fast than we think.
They just partnered with the worst cloud provider…
Buying the dip on PLTR and Tesla and hold for a 5 plus year horizon.
Yup, same.
Once again!! Amazing explanation!! Thanks bro!!
Do you think it has better prospects than Tesla? Is it a good beginner's choice? Is it advisable for somebody who wants to start investing in stocks for not so long term gains to start with it now?
Don't start with Tesla if you don't want to play the long game
hi, please what are the steps for getting one?? like a really good one
Tesla is a bit complicated. I own both. Tesla has multiple giant opportunities ahead of them. We are on the cusp of Autonomy. (Don't listen to analysts, just watch FSD 12.3+ Videos on youtube) And we will see Robots a lot sooner and a lot more of them than people think. That said: Tesla is one of the most traded, most leveraged stocks in the market. If you can't deal with the swings and have the patience until the market finally gets it.... People are frustrated that Tesla STOCK (NOT THE COMPANY, THE STOCK) is no further than they were 3 years ago. I personally think that what happened in '19/'20 will happen again. Once the market realizes what kind of money a well executed Autonomy and Robotics Company can rake in, the Stock will shoot up. One huge Problem Tesla has at the moment is the Delaware Decision and the question whether Elon will stay involves in Tesla, if he can't get back to 25% voting rights.
tesla is going downhill
I like CRWD better than PLTR, but I own both. If you're just starting, take the hassle out and stick half your money in the SPY 500 ETF. Earnings beats (EPS) and YoY growth. Get some stock picking services like Stansberry Research and HX Research. Unless you're a Finance person, don't just guess. Stay away from penny and putting a lot of your capital in small cap. TSLA will be fine over the long haul. Buy companies you believe in and hold.
So helpful! Your in-depth analysis adds immense clarity to what's really happening with PLTR to mitigate main stream media's uninformed drumbeat. Thank you!
Alex - Fantastic. That was the best video I've ever watched at explaining the basics of Palantir's products and I've watched a number. Thanks.
Very balanced review. Most people don't understand this point. PLTR is not an AI s/w company. They provide an interface to use LLMs. Big difference.
its all about the interface
LLMs as many industry experts have said will be commoditized, the UI and integration is the big opportunity which PLTR is already a leader in. They are a few years ahead of their time. Their platform may become similar to Nvidias cuda.
I think people are overlooking the aip now announcement. They haven't played it up as much as they could but it sounds like it's making foundry accessible to anyone who wants to use it.
Awesome stuff as always! Thank you!
As always, excellent video.
Great video as always Alex! I knew what Palantir did but for some reason I just understood the value after watching this.
Glad it was helpful!
I’ve been in PLTR f or a little while now.
Got 800+ shares @around $8
Selling 8 covered calls @ $40 for Jan/25
I’ve got about 30% of the premium in about a month.
If I buy them back tho… I don’t think the stock will move much either way until next earnings. So I’m also cool just riding this premium down for another month.
At this point of the AI buzz, Palantir still struggling.
I hope you understand that PLTR is up 200% over the last year, as well as responsible for my portfolio up over a million in proceeds doing some really good numbers, how’s that struggling ?
How do you do it ma’am ?
A common problem faced by a lot of investors is always mistaking the market for a gamble or game of luck, a sound system would always bring about profit no matter what, this is why no matter the complaints of those who have lost money trading, there’re those who also discuss profitable returns.
You might want to do a little due diligence on Kevin Mikan, truly top notch
Thank you for making and explaining the recent earnings vs price move.
Glad it was helpful!
Takes a big man to admit you got it wrong and dig back into the details
First with Tom and now here again with this one
Alex always great stuff. You make it easy to understand so I can make my decisions, Thanks
Glad to help!
Thank you sir ... for your video and deep dive into Palantir's recent earning report! 👏🏻
This was an excellent video sir! I knew that I liked others besides NVDA but I wanted to be informed that’s all.
Great video as always! what is that website where we can look at companies rule of 40??
You have some of the best content on the web, extremely knowledgeable, you understand the products and since watching this channel it’s been life changing. My question is, where can I find a list of the stocks you listed for ‘getting rich, out getting lucky?’
I appreciate that! The list of stocks is at the end of this video
The Palantir staff stock compensation is crazy high.
Excellent details .. Thanks!!!
Excellent. Thank you!
That idiot did raise his target from $5 to $9......thanks for your hard work
😂😂😂😂😂
LOL, Analys are dumb
I think that was some chick with a bad record of trading actually.
He is a shill for the institutions that want to spook the retail investors. So they can get their shares cheap. Screw the smart buyers who saw the potential before idiots like him.
Always a pleasure to watch your videos. Tomorrow I need to buy more shares on discount even if it’s painful 😅 But hey - no pain, no gain 💪🏼
When extra ching is available, been grabbing PLTR & NVIDIA!! Both will put a smile on my face in 7-10 yrs. 🤑
Still unclear if either will maintain their dominance in 7-10 but def in the next 2-4.
Thanks for the info
Thank you for making this video
Glad it was helpful!
@ticker what are your thoughts on Soun can this be a B2C play and can you do a deep dive on soundhound looks like they have solid growth might be a winner.
Great video!!thanks!
Glad you liked it!
The problem with Palantir is that their clients come from various industries and have differing requirements. It's challenging to train a model when the business requirements are wide-ranging. Ideally, you would want to identify companies with a more focused clientele. For example, Salesforce primarily handles sales data, which allows them to develop a model for a single use case. In contrast, Palantir operates more like a consulting business than a SaaS business. They can build custom solutions for each customer but are unable to develop a one-size-fits-all solution for most customers.
Additionally, if you want to make money with AI stocks, most of the profits are currently being made by semis and cloud providers because there's a race to build SOTA models. The application layer will follow, but it is at least two to three years away. Thus, your money can earn a higher return if you invest in companies like Nvidia, Amazon, Google, and Microsoft. You might also consider exploring data center equipment plays such as Vertiv and Arista Networks, which could yield better returns in this AI infrastructure upgrade cycle.
I think palantir is about getting the data into the model
What about Cisco?
😂😂😂Take EVERYTHING you said, replace (problem with) and replace it with (magic of). They're VERSATILE like Dennis Rodman 😂😂😂 Hell, if I could guard shooting guards like I was able to guard oversized Small Forwards and undersized Power Forwards I would've had a chance to make it to the NBA 😂😂😂😂😂
@@epiphany8728 That would be Databricks, but it is still a private company. I would buy the stock when it goes public though.
@@MrHammer2088 Cisco is cheap, but Arista is a better AI play. It has dominated high-speed networking for years, even before the AI race.
Do you think it is a good time to buy SMCI now? Thank you🤗
Thanks for the very informative video. I am convinced with the progress Palantir is making. I can accept the volatility as I intend to continue investing for the long term (at least 10 years) So I will DCA and build my holding gradually. Patience, for me, is the key. Thanks again. Onwards and upwards 👍
Awesome! Thank you
THANK YOU for this, as always very well reasoned and argued. Completely agree, can't trust Mainstream Media.
Agree 100%… my estimate gives PLTR a $23-$24 fair market value
more like $10-$15! i’m bullish dont get me wrong
@@cipri2716 sure for the current PE I agree… big sells this week by Peter thiel. CPI should stop the selling pressure. And if you like the $13-$15…. Sell the $19 PUTS and make some serious cash! If you get exercised than you get your price at $13-15 or less! Win win..
Wall street analysts know more than me watching a few RUclips videos.
No mention of the Oracle nexus or the new consumer access they just rolled out. Both will have a positive impact on PLTR exposure.
Great work🎉
You’re correct. AIP bootcamps for commercial customers is up significantly to increase conversion of, and adoption, by commercial customers. AIP for the regular customers quietly launched recently.
Off topic, would you be willing to walk through how you do valuations?
I would like to learn how others come up with their price targets.
Thanks!
Thank YOU!
😂😂😂😂 I'll buy a ton when that comes pass.
First "self-pleasuring" stock. Win win!
You may be right this time!!! I followed you on buying PTLR some time ago and lost money so happy trails and good luck this time( with out me.)
Wild, thank you for the deep dive and cutting through the BS. I'll be buying more as the price drops.
Alex, I thought POET made your list. Where does it sit with you now?
Good analysis. As a PLTR stockholder I've been more than confused by the market reaction post earnings and you helped resolve that disconnect. Suggestion, could you take a look at IOT?
PE is pretty high but not historically for a somewhat speculative growth stock. Great medium term stock. No guarantees but I’m confident their AIP will gain network effects as businesses will be pressured to adopt. Competitors will learn how to maximize its value which hasn’t really been unlocked yet and as the platform expands and improves it will be a game changer for many many businesses of all sizes. It’s pretty exciting tbh.
But to answer your question. People are chasing the short term gains they saw over the last year, it’s now on more stable footing and anything but far exceeding earnings will spark sell offs but it’s fine pretty normal for stocks like this. Just gotta believe in the long term vision and their ability to execute on their strategy.
Ticker symbol you is Clear Security...so...that's unfortuante. But you put out some great content in this video
Can you do a video on Soun ? Thanks and keep up the great work
Thanks for this video. One question, I’m not sure how much stock we should put into the CEO saying how great they’re doing. It’s kind of his job to do that. This isn’t a question just related to palantir but how much credence we should apply to all such CEO’s blowing their own trumpets.
Great work. Congratulations on your videos. Best regards and a big thank you from Portugal.
Thank you from across the world!
I hope it goes to $5. I need to buy more.
05.22.24 I came across one of your recent videos and became an instant fan and subscriber. Thank you for the details and very well done presentations. My best to you!
Thank you so much and I’m happy you’re enjoying the content!
Great video
At 20% growth rate I believe they are fair valued right now. But I believe their growth will accelerate plus I don't think their inevitable S&P inclusion is priced in.
good job!..can we say its remind me SAP?
Thanks Alex 🙂
Love the video as always great insight
What's your take on Unity these days? Im still holding a bit but thinking about dumping it at a pretty significant loss.
I have it too. Not sure what to do
@@MusicLuv80 Apple Vision Pro seems like a flop, I was holding thinking that could be the catalyst, but…..
@@aarondawe8640 But Apple stock not going down like Unity. Hopefully it goes up again one day.
May I ask which investments are good? I've been looking at a few different ones but want others' opinions as well..
What I think everyone need is a Financial Adviser, who can help you get in and out of any investment at any time and you'd sure be in Profit.
Even after Peter Thiel had his massive sell off?
It, and other market forces moved the stock from 23 to under 21 during the specific days of the sales.
I personally think long term it is a keeper, and I am a long term buyer, but what is our DCA strategy?
I am still confused as to what Palantir's CEO meant by "self-pleasuring" in his recent earning report. Did anyone raise an eye brow to ponder what he meant by it? 🤔
Thank you, sir, for your video and deep dive on Palantir's recent quarterly earning report! 🙏🏻
I can't take that guy seriously. After his stunt telling Palantir short sellers were crack heads. Absolutely childish bs.
No... I understand Dr. Karp COMPLETELY. I graduated high school as a 6'4" 250 pound guy that received attention from UCLA, Nebraska, and nearly every Football Program West of the Mississippi. I ended up putting myself through College and received a Degree in Electronics Engineering Technology and turned my back on football forever to help my family. He's probably TIRED of the skepticism, disbelief, "Armchair Technologists" and various prognosticators that only wish they were getting the results Palantir is. Who "needs" a poem writing platform? Hallmark?😂😂😂
I think Karp is describing the corporate pet AI project that managers like to implement to check off AI on their resume but don’t provide any real business value
I worked at a very large bank in the 2000's and I watched them spend 3 million dollars building and 'Intranet' that essentially allowed them to post the cafeteria menu online, and after 4 months nobody updated the menu......this is what Karp means by self pleasuring.
I think he may have been making a reference to OpenAI considering generative porn; which is ironically anti humanity if you think about how it affects population growth...
He's Back (he never actually left)!
No, pretty sure he did
Thank you
what about number of shares they print ?
I appreciate the clarity of your presentation. Well done. Let's hope it finds a large audience. Send a copy to the RBC analyst featured in the video. Let's see what he says about this powerful rebuttal.
Can anyone explain why the market cap of Palantir seemingly increased from around 50B reported by googling the stock about a week ago, to now almost 100B, when the stock price has moved in the other direction? Is this real and if so how/why? Or is it an error in the way google finance reports market caps?
Thx!
Still 17X EV/revenue and over 200X PE, so I would like to see higher growth rates. Rule of 40 is always quite high on software companies with high gross margins feeding down to operating margins, so I don't weight that so much. I am long PLTR but got in at much much lower levels.
Motley Fool has been pushing this company like crazy for the past year. Anything they push always raises a red flag for me.
PLTR been one of my favorite things to short the past few weeks. Makes nice tops.
Omg, I parked next to their offices and never knew they were doing something!
I like everything you say and others. I also own some. But the dilution/stock compensation seems to be intensive. I hopeI am wrong here.
This is why you need to make your own assessment . How I look at it is really impressive to have high growth, launch new services AIP and remain profitable at the same time. Technology usually takes years if not decades to reach that level of success . The fact they are profitable shows proof of concept . I'm up over 600% in the last 18 months. This is just my opinion. I think everyone should do their own research and fact check everything you hear . And always protect your capital
Good vid
It made more sense to purchase it in 2022 when the price was a third of what it is now.
I had brought about $ 1k stock since 2 weeks ago. Hope it will rise like what the video says
Your next CB pick
I'm holding my pltr got in at $11, wish I will have added more when it dip in the 6s..
PLTR will slowly fall into a blockbuster company once Ai gets integrated with companies to process data faster and better that’s my take but it’s got a few yrs on being bullish but def not a long term play
I think that this analyst's opinion is very valuable, just like Jim Cramer's, in that if you listen to their stock price predictions and then do the
EXACT OPPOSITE (just like George Costanza did on Seinfeld) you will be GOLDEN!
Im buying more TESLA 🎉🎉
Thanks, Alex. I agree that Microsoft, Nvidia, and Amazon make up the Big Three. Google is right there. Palantir is rising. Fortinet has impressive proprietary software.
Better choice Cereno Scientific ❤❤❤im all in
I believe Palantir provides so advanced solutions in AI that investors and stock analysts don’t realize what is really going on. AI is extremely complex tech that only few can figure the outcomes of major projects. It is a matter of unlimited breakthroughs, way beyond basic IT knowledge, what makes most of us totally disconnected of the reality. It simply is not mastered by all, actually the majority of all lacks the comprehension of the new reality that AI brings all together and just see obvious things like games, voices, searches and so on. Financial market is becoming a rule of science if you are really on to tech stocks. It is difficult for most of people to understand what Palantir delivers. Let’s wait and see.
Did you see the deal today between POET and FOXCONN?
Party On with my 'Ol Bud Alex and $PLTR 🥳🥳🥳🥳
Please have a talk with Tom Nash about PLTR and TSLA.
Oh crud, Tom's on with PLTR? Why am I all of a sudden worried?
Got a little, but not a convicted holder at these valuations. I mean, PLTR's forward PE is getting close to that of WING. But with Wingstop, you get wings. WINGS!! o/
It's only down because derivatives.. lots of retail bulls were on calls for earning . The market makers pushed it up sold the calls on the top then dumped .
A bigger deal than the bootcamps is that they released full AIP to any user with a free tier of $500/month given usage.
I am waiting to start sub 20$.Hopefully DCA down to 10$ if recession hits.
PLTR. Valued at 45 billion market cap. Earning about 2.5 billion a year with fairly slow growth in absolute terms, not percentages. No idea of how big their TAM is since their services aren't clear. Given their growth rate and current revenues, their valuation should be closer to 20 billion or a 10 or 12 dollar stock price. Hype stocks like PLTR, NVDA, TSLA, and the like have whacky valuations because lots of demand for the stock regardless of fundamentals or actual worth. So you invest in them at your own risk when their valuations are high and hope you don't end up on the short end of the stick if a problem occurs.
It ran 8% the day of earnings...then dumped but held above 20 so far. Many were calling for 18 and 16.....some "analyst" upgraded from 5 to $9. Lots of fud around a good company