Palantir is the integration layer and Ontology for LLMs. The LLMs on their own don’t help enterprise businesses like people think they will; but not many know that. Love all three companies but Palantir is the winner for me.
So, Palantir down 14% today on weak full year earnings. I'm no oracle but I like Nvidia because up or down, I'm always left with the most growth, best earnings, widest moat, lowest FPE and total market leadership. Finally they've got a visionary for a CEO. Maybe that's why so many "articles by the oracles" end with, "and it's not Nvidia". They know not what they do.
I bet you didn't say that 10 years ago when I was in NVIDIA lol. You just got in because of the hype while I likely sold my shares to you after a huge profit after investing in NVIDIA for a decade loooolll
Need to correct you. Palantir is NOT selling bootcamps they are hosting bootcamps to help sell and get the word out of AIP. Noticed this "selling" verbiage twice now
I mean based on a pure risk reward ratio its Palantir by a mile. Palantir can be a Microsoft from a market cap standpoin if things go to plan and thats certainly a lot higher then it curtently sits lol
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Nvda gonna take an L when hyperscalers switch to in house design. Palantir gonna take an L when it becomes clear they are nothing more than a good sales team, and a good ui, and only good for small niche AI use cases. Microsoft is solid but that’s mostly priced in. I’m going with none of the above 🙃
Tgank you for the Great information, but I will not subscribe because the background music is incredibly annoying and makes it difficult to hear you. Viers watch you for investment information not flashy entertainment. You don't need the music. You dont need gimmicks, your a dynamic speaker. The music takes away from your presentation.
3 to 5 years is a very long period, You can not lock up funds. Because many opportunities will come within this period and you do no not want to miss. I make money in less than one year using a set of strategies. Teach your viewers something different. Do not feed them plain Vanilla recipe. Think about it.
Depends on if you are a trader or a long term investor. It’s easier to do research on fewer companies to find conviction in a couple over jumping in and out of the market for multiple small pay days timing the market.
Nvidia is not a software company. They use software to help in their hardware design. Palantir and Microsoft are the software companies. So if you want to focus on AI tech then Nvidia is not a good choice for AI growth approach.
They've always marketed themselves as a "tech company," but when I looked into them a few years ago, most of their revenue came from expensive engineers setting up very customized systems at each client. This was closer to a consulting business model than a typical tech company, which is one reason the company has always had lower margins than a typical software company. Luckily with Gen AI they seem to now be able to deliver value to their clients much faster than before!
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Given your self-professed lack of hardware expertise, I’m not positive you’re in a good position to rate Nvidia’s intermediate to long-term prospects. I think their technical brilliance combined with their vertical integration of software is enough of a moat to hold their dominance through at least 2025. But we’ll see…
What's you top AI stock pick?
Visual Sectors: visualsectors.com/single-stock;ticker=MSFT?
Palantir
Tesla
ALL 3 CANT GO WRONG
@@mikepolls3032 Palantir
Palantir is the integration layer and Ontology for LLMs. The LLMs on their own don’t help enterprise businesses like people think they will; but not many know that. Love all three companies but Palantir is the winner for me.
No hyperscaler no proprietary data. Not interested.
I have all three but palintir is my biggest position of the three.
Palantir all day better get in now it’s just the beginning of something huge🚀 💰#PLTR
Palantir to the moon!
It’s not flattering to speak of the stock you like as if it’s doge coin
You were right on PLTR my friend.
Using your tower analogy, nvda is monopoly in its segment, pltr also is in its, but msft is not.
😂
So, Palantir down 14% today on weak full year earnings. I'm no oracle but I like Nvidia because up or down, I'm always left with the most growth, best earnings, widest moat, lowest FPE and total market leadership. Finally they've got a visionary for a CEO. Maybe that's why so many "articles by the oracles" end with, "and it's not Nvidia". They know not what they do.
I bet you didn't say that 10 years ago when I was in NVIDIA lol. You just got in because of the hype while I likely sold my shares to you after a huge profit after investing in NVIDIA for a decade loooolll
Need to correct you. Palantir is NOT selling bootcamps they are hosting bootcamps to help sell and get the word out of AIP. Noticed this "selling" verbiage twice now
Great correction!
Appreciate the effort and time that goes into this video 👊🏿
I mean based on a pure risk reward ratio its Palantir by a mile. Palantir can be a Microsoft from a market cap standpoin if things go to plan and thats certainly a lot higher then it curtently sits lol
Thank you great content👍🏾👍🏾
Buy all 3! 💸🎾💯
Will you do a video on Fsly?
Do you think shares will increase after nvidia's balance sheet on May 9?
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Palantir - They operate like a Systems Integrator (SI) for AI Solns.
When I saw palantir next to those two stocks. I new I had a winner. Thank you brother. Thumbs up
SMCI, NVDA, CAMT, AVGO
PLTR … no brainer
❤❤❤❤❤❤ thanks for the update
My “Magnificent 7” for the long term: NVDA, QCOM, TSLA, TSM, ASML,GOOG, GE.
AMD, PLTR, SOFI, DIS, and BA have potential, but riskier.
I would add SOUN to that list
@@justiceofthecross I like SOUN as a speculative stock, but check out AEYE. I also trade heavily, but keep the core, on crypto.
"Which stock to make the most money over the next 3-5 years as a long term investor..." 3 years is long term now, crazy.
All 3 no need to choose. I own all 3.
I got stocks in all three!
Have anybody noticed the simbols?
Why is there a drummer in the background?
Palantir was never a consulting firm! That’s the most misunderstood thing about Palantir. Please explain why do you think it was a consulting firm.
I’d appreciate it if Mr. Jensen Huang get the respect he deserves and not compared to anyone like, 👍🏼 thanks 🙏 with peace and love ; )
What's more likely a 2-3 trillion dollar company going to 40-60 or a 50 billion going to 1 trillion?
Tesla is the Apple.of robotics and Nvidia is going to be the Google.of robotics. This will generate .ore wealth than all.other areas combined.
PERI?
Definitely palantir
Omg PLTR
Not sure how many disappointment I’ve experienced over the past 3 years
I hope you are right this time
I don't get it why big investor don't likes palantir stock ? Stock don't move from 20$ to 25$ this it!!! What is the secret pltr stock 😢
Microsoft now and Pltr in 5 years
Nvda gonna take an L when hyperscalers switch to in house design. Palantir gonna take an L when it becomes clear they are nothing more than a good sales team, and a good ui, and only good for small niche AI use cases. Microsoft is solid but that’s mostly priced in. I’m going with none of the above 🙃
Buy all 3
Palantir is the way to go.
Microsoft can do tomorrow what Palantir is doing today
Tgank you for the Great information, but I will not subscribe because the background music is incredibly annoying and makes it difficult to hear you. Viers watch you for investment information not flashy entertainment. You don't need the music. You dont need gimmicks, your a dynamic speaker. The music takes away from your presentation.
Update Sofi please
Coming out soon
No more waiting years to make money...we making money now...
3 to 5 years is a very long period, You can not lock up funds. Because many opportunities will come within this period and you do no not want to miss.
I make money in less than one year using a set of strategies. Teach your viewers something different. Do not feed them plain Vanilla recipe. Think about it.
Depends on if you are a trader or a long term investor. It’s easier to do research on fewer companies to find conviction in a couple over jumping in and out of the market for multiple small pay days timing the market.
Nvidia is not a software company. They use software to help in their hardware design. Palantir and Microsoft are the software companies. So if you want to focus on AI tech then Nvidia is not a good choice for AI growth approach.
Nvidia's CEO categorically disagrees with you.
interesting times
Lol! Palantir #1... Pshhh... ok, derp.
Pltr has no moat. Lots of companies like pltr. It is no big deal.
Microsoft
Probably Google
Fair, I do own some Google shares
PLTR was never a consulting company 🙄
They've always marketed themselves as a "tech company," but when I looked into them a few years ago, most of their revenue came from expensive engineers setting up very customized systems at each client. This was closer to a consulting business model than a typical tech company, which is one reason the company has always had lower margins than a typical software company.
Luckily with Gen AI they seem to now be able to deliver value to their clients much faster than before!
How do you have 60k subs and your videos average less than 3k views???🤣
Just buy all 3 and be done
Hello bro, I have been browsing your channel and I really liked your content, I see that you have a very interesting project, I would like the opportunity to contribute to you, I am a designer, specialized in miniatures and I see that your channel has potential, and that the current miniatures do not They do justice to the content you are contributing.
I would like you to give me the opportunity to design 1 test thumbnail for you, without any cost or commitment, so you can see how great they look on your channel. I'm sure they could greatly improve the appeal of your videos.
We can all agree on one thing…separated at birth: Taika Waititi and Alex Carp. 😆🤷🏽♂️
Now I can't unsee it!
Microsoft all day
Solid choice
@@FinTek what are your thouhts on f5 ? Hope for answer thanks
Given your self-professed lack of hardware expertise, I’m not positive you’re in a good position to rate Nvidia’s intermediate to long-term prospects. I think their technical brilliance combined with their vertical integration of software is enough of a moat to hold their dominance through at least 2025. But we’ll see…
PE on pltr is 215 🤣