Emir is a boss! Great addition to the already star studded panel. Most important thing is you guys dont always agree but go about presenting your viewpoints in a professional manner.
@aradagebeya
Ай бұрын
Excellent analysis guys.. I cant wait till PLTR gets to $100.
@mrkang4080
Ай бұрын
I don't doubt it can get there, but it's years and years away... I think Q2 will be a bit of a wake up call to the fanboys who blindly buy this stock with complete disregard to basic analysis.
@Em013L
Ай бұрын
Thanks for having me!
@UncleClaysOrchard
Ай бұрын
you did great
@Em013L
Ай бұрын
@@UncleClaysOrchard❤
@Kobe24-7
Ай бұрын
Its simple. If you hold zero pltr, figure out what your full share count looks like, and buy 15% of that asap. Then DCA. Buy 5% of your position every month. If stock dips 10% make it 10% of your position every month. If it goes up, go back to 5%. Basically, f the price, just buy consistently and build your position. If you were wise enough to invest a year ago or more far out, be patient and enjoy the price action. Add on dips. My goal is to get as many shares as I can by end of 2025, and sometimes this means buying 5-10 shares every now and then on my already “full position”.
@frankcasey6811
Ай бұрын
Emir is spot on when addressing "RFP" or "Tender" system arguments when writing specifications for applications: "You must meet these following criteria in order to apply..." This is not crooked, it is more focused. If the Buyer knows exactly what they are hoping to achieve rather than a broad- brush catchall specification, they better capture potentials. Having advisers knowledgeable in the industry is paramount to efficiency. JD Vance will help focus the Tender process in AI by possessing inner working knowledge of the potential competitors, it is a Godsend in Gov't selection process.
@OttoPixi
Ай бұрын
Awesome crew! Crews just need 3 more Palantir hats. 😆 Only PLTR and PLTR only! 🎉
@PatrickKukla
Ай бұрын
Second time Schwab cost me $$$ big time! Moving to Robinhood, or Fidelity next week! Mad a HELL!
@andrewlittlefield3425
Ай бұрын
Watching this morning with coffee ☕️ 😊
@amitinvesting
Ай бұрын
letsgooooo
@bobsnabby2298
Ай бұрын
Can a purely a software company that is selling something that isn't targeted for consumers, can rise that much.... it will mostly be a bubble when this goes high enough.
@thomascarter-thompson7926
Ай бұрын
Matt makes a great point, it could be some small buybacks rather than institutions or on top of institutional buying.
@anthonyrinaldi1951
Ай бұрын
You look at the last big gov. Contract it's for 10 army station..if pltr delivers it will get 140 more do the math even if they discount that's 5 billion also they won't have to spend as much work hrs ...the gain will be tremendous
@george40nelson4
Ай бұрын
Trump Vance ticket seems a sure thing in the Fall . Vance Is a very good friend of Peter Thiel, a founder of PLTR . This can't be a bad thing ! LOL
@Qwairy
Ай бұрын
@@george40nelson4Dont bet on fascist you dummy
@mbplayz2382
Ай бұрын
Vince is annoying flexing with his covered calls and making 1,600. Wow you are a genius. Haha. Stay humble or the market will humble you
@johnny10gunz19
Ай бұрын
Well done guys.
@frankcasey6811
Ай бұрын
Great show guys! Informative and insightful analysis. This helps retail and maybe institutional participants to better understand their future with Palantir!
@andy96356
Ай бұрын
2 years ago I was very bullish on palintir I ignored that they had virtually no sales force for commercial. With bootcamps I can now feel vindicated in my thesis.
@jarekkazberuk6224
Ай бұрын
When has it started that some KZitemrs and analysts were saying "price is too high" or "too good opportunity not to sell at this price"? Was it at $7, $9, $12, $25?
@EmpireEnglishSchool
Ай бұрын
I agree with Arnie: the sum of the parts is better used for the downside to create a floor for the stock than to the upside Though the market can be irrational on either end this depends on whether we’re in a bear market or bull market
@ArnyTrezzi
Ай бұрын
🔥
@satarayes2493
Ай бұрын
Im waiting for the day once we get an official shareholder meeting ! Group of of effin legends
@yumluvart
Ай бұрын
I want that palantir hat
@tomfitz1546
Ай бұрын
40:42 i think institutions are still trying to figure it out like they started to do under 7, they let it get under 7
@williampotts6472
Ай бұрын
PLTR 🚀🚀🚀
@frankcasey6811
Ай бұрын
Karp says paraphrased "We are 5 years ahead of need, we have built systems that nurture clients eventually will need." They are so far ahead, why build your own from scratch? better that nay-sayers simply demand guardrails and have transparency on whether PLTR meets those safety items when accomplishing your mission.
@cameronvincent
Ай бұрын
Damm missed it😢
@SECULARDEVELOPMENT
Ай бұрын
It cracks me up to hear you guys talking about valuation when you talk about bitcoins price/value on a regular basis.Bitcoin’s value is what? Why does Bitcoin go down? Up?.Your valuations for Palantir never include the growing amount of cash in Palantir’s bank accounts.
@Em013L
Ай бұрын
Im mainly the one who does valuation here and I dislike bitcoin. As for cash, its accounted for in a valuation as youre projecting future cash flow and bringing it back to present value.
@SECULARDEVELOPMENT
Ай бұрын
@@Em013L my comment was directed to the people who constantly go on and on about valuation with out a consistent model across the board.This rules you out obviously and I want you to know I appreciate what you bring to the videos
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