Palantir - Stock at the Fulcrum of the AI revolution - Michael Lee on Mornings with Maria

[@GillerHeston]

NVIDIA is still the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[@rogerwheelers4322]

This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

[@joshbarney114]

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.

[@FabioOdelega876]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@joshbarney114]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@FabioOdelega876]

Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.

[@haze_the_alchemist1123]

PLTR is the next NVDA

[@fb_83]

Pltr is Pltr. Not next to everyone

[@carlossoler-m4y]

I am new to the stock/crypto market, Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks. I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.

[@daniel-w5g1u]

Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a stock expert for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again

[@carlossoler-m4y]

Hi , please who is the expert assisting you and how do I reach out to them?

[@daniel-w5g1u]

sure. why not, he goes by the name gabriel alberto william. I came across him in a Bloomberg interview and got in touch with him. You can use something else. For me, his strategy works hence my result. he provides entry and exit point for the securities I focus on

[@carlossoler-m4y]

Thanks for sharing, I just looked him up online and I would say he really does have an impressive background on investing

[@Chrisfeb68]

Been holding a boatload of Palantir shares since the day of the direct listing. I'm a pretty happy camper to say the least. 😊

[@ElChuntyCabra]

Hands up! Give me all your palantir stock!

[@elimgarak4407]

Palantir has been GAAP positive EPS for 7 straight quarters, and it was this consistent profitability that helped get PLTR added to the S&P 500 in September 2024.

[@turkGOLF]

Long $pltr

[@haze_the_alchemist1123]

Yes

[@DiFinni]

✌💪

[@tgoshie9026]

Pltr 🎉

[@fb_83]

Great company

[@elimgarak4407]

Palantir operates at the very top of the AI stack. Their software acts like the Windows operating system for AI, and doesn't care at all what GPUs, CPUs, hardware, LLMs, or cloud providers you're using.

[@gurujr]

Fifty is a given. One hundred would be utterly insane.

[@larrman5409]

TAM is unlimited

[@elimgarak4407]

15 years ago, in order to track down Usama Bin Laden, Palantir was busy piecing together millions of bits of relevant intel from an ocean of unrelated data spread out across countless databases. On May 2nd, 2011, TEAM 6 validated PLTR's hard work. The question that you need to ask yourself now is... Do you want to bet against Palantir?

[@Novaximus]

I feel like it's a speculation stock. Like Bitcoin. Any type of news story that comes out will greatly effect it's performance rather than people just looking at the companies actual earnings. But you can't win if you don't play. Hedge your bets. Throw some chips in the ring and cover a spread of potentials. See what happens. Reinvest accordingly as performance allows would be my approach.

[@elimgarak4407]

RBC Rishi & Ross Gerber are obviously upset that no one cares about their $5 target price for Palantir.

[@SuperReyand]

Not a word on PLTR 😂😂😂😂

[@brethitmanhart275]

Yes there was. The fat guy talked about it for 2 minutes

[@tommytators9814]

I guess at 1:48 I was hearing things…. “😂😂😂😂”

[@SunhouseGoody]

Is that some cauliflower ear I see on Michael Lee?

[@mlstrategy]

It is

[@SunhouseGoody]

@@mlstrategy I knew I liked you!👊

[@Buyemsellem]

jeez inflatable lips 😅

[@discerningacumen]

PLTR’s PE is 244 while that of NVDA is only 62. That of APPL is 34. Now, unstable men are driving the price of PLTR up irrationally. If it is as good as NVDA, it should be around USD10.5. Don’t follow it! Or you’ll lose all your money!

[@bhupesh0111]

Do you know the P/E of Crowdstrike $CRWD? Palantir is not a consumer discretionary stock or a bank these sort of companies trade irrespective of the normal metric application as stocks like these are game changers in terms of innovation. Do you remember at one time P/E of Tesla,Amazon etc?? $50 on TAP looks like you missed the boat on $PLTR and now you are repenting 😂😂😂

[@georgemorgan6119]

You are driving a horse and buggy. Palantir is the Ford Model T. The rest of the world will eventually catch up. You need to get in the car now