Two weeks after this video (and one week after this comment), $PLTR was added to every single ARK Invest fund.
@Unders3 жыл бұрын
@@TickerSymbolYOU Along with Coinbase.....
@danbaron90943 жыл бұрын
So I lied!
@johnaashmore3 жыл бұрын
@@TickerSymbolYOU I still think PLTR is good anyway LOL
@johnaashmore3 жыл бұрын
@@TickerSymbolYOU In ark? Well maybe I will avoid After all
@tylerb3253 жыл бұрын
The perfect dosage of confirmation bias I needed today.
@tylerb3253 жыл бұрын
@@VincentKarabouladCoaching Huh?
@davidicke44513 жыл бұрын
Get ready for the incoming black swan event kzbin.info/www/bejne/fpqbYXR3pbaHhsk
@MTN999993 жыл бұрын
Data is the new oil and we are producing Mega data every minute Main st, Wall st and so on... That being said PLTR will dominate the DATA business just give it time just like Google dominated the search platforms... HODL my stocks for a long time!
@andynelson763 жыл бұрын
This is the most digestible and easy to understand presentation about this company that I have ever seen. WELL DONE!
@sabaidii29323 жыл бұрын
Great explanation! Now I get what it is that Palintir does. At the opposite end of explanations, I looked at one of Alex Karp's interviews (kzbin.info/www/bejne/npvNeZevqJeDnpY) and was absolutely shocked at his poor communication skills.
@TickerSymbolYOU3 жыл бұрын
Thanks! I appreciate that. Glad you enjoyed the content.
@TickerSymbolYOU3 жыл бұрын
Let me know what you think about my future outlook and ideas on Palantir. Did I miss anything?
@khuo02193 жыл бұрын
Not sold on the individual business, Google and Amazon won't cede that turf without a huge fight. Managing data security and permission risk for all types of commercial clients looks challenging, so scalability is an issue. As for small businesses, I thought square already does that with predictive analytics that saves the owners time with building and testing models. So the government sector is the only one they can corner, but no sane nation will want a company with uncle Sam as the biggest client to play in their back yard. But, the us government sector is a huge market, if Palantir can dominate this I still think it will grow very big.
@arildschonberg36073 жыл бұрын
You’re really good at creating a narrative. Very well produced video and you’re catching the essence of what PLTR is heading towards. Perfection
@mattofthenorth3 жыл бұрын
Executive compensation at Palantir is beyond ridiculous but that being said I’m still bullish long term.
@MindFieldMusic3 жыл бұрын
Great video, as always. Very informative. Though one part left me scratching my head: You didn't really explain why you would trust Palantir with your personal data. I'm not saying you're wrong, but I mostly associate Palantir with government surveillance. But I'll admit, I don't know much about them (much more now, though, after watching your vid:)
@rftulak3 жыл бұрын
As a causal observer and previously researched Palantir I feel that I didn't have to do the research if I had waited for your report. :-) As the tide lifts all boats the new architecture and increased connectivity will definitely accelerate Palantirs growth... Thank you
@calebbird4453 жыл бұрын
I've been looking into Palantir and found it quite difficult to understand. Thanks for the in depth easy to understand analysis. I appreciate the time and effort you put into this. Thanks a lot 😀
@TickerSymbolYOU3 жыл бұрын
Glad you got some value from the video!
@bozolito1083 жыл бұрын
Yeah me too. My friend swears by it but how do you value NPV etc? Tech can be so convoluted
@stephenthomas72983 жыл бұрын
If PLTR were to hit a one trillion dollar market cap, it would be a >20x stock based on current valuations
@falcon1273 жыл бұрын
IS THAT EVEN POSSIBLE?
@TickerSymbolYOU3 жыл бұрын
@@falcon127 I don't think a stock has every 20X'd in the market ever. :P
@Mercy_Aint_Safe_In_India3 жыл бұрын
@@TickerSymbolYOU ???
@Sihle_Mtshali_hawk3 жыл бұрын
@@TickerSymbolYOU Tesla has
@athan11452 жыл бұрын
@@TickerSymbolYOU I remember Amazon at $28 when it only sold books
@carrion_man37003 жыл бұрын
Love Palantir. Accumulating every paycheck. Thanks!
@zorg7293 жыл бұрын
Been waiting on this ever since you first mentioned it, thanks Alex!
@TickerSymbolYOU3 жыл бұрын
Hope you like it!
@cjbean3033 жыл бұрын
Good Video - finally a good explanation (very well said) on why Palantir's work with governments should not be the focus of trepid investors.
@TickerSymbolYOU3 жыл бұрын
Glad I could contribute something to the huge conversation going on around this stock!
@dragon43inf3 жыл бұрын
love the intro , volume levels are perfect , great song choice also
@cristivul80363 жыл бұрын
Best video I've seen on PLTR!!! Congratulations!
@TickerSymbolYOU3 жыл бұрын
Glad you liked it!
@mariofrancoDR3 жыл бұрын
Been waiting for this for a while. Great video. Thanks for your dedication
@mahmoudsharif3864 Жыл бұрын
This video is a classic. It ages we’ll with time. One of the best palantir videos
@wertykevin913 жыл бұрын
Just the copium i need to numb the pain on my bagholding hands.
@williamkreth3 жыл бұрын
Lol
@pttthhh3 жыл бұрын
If you're invested, you're not bag holding. Forget about it.
@idumpedinafrenchhorn6811Ай бұрын
@@wertykevin91 how ya feeling right now?
@davidlouis12983 жыл бұрын
I like PLTR. They are a long term hold. I would pay for that subscription.
@bigohakonjang41243 жыл бұрын
Thanks Alex, for all your brilliant analyses, with such impeccable insights. You’re a Master Educator in your own right!
@dylan_7113 жыл бұрын
Sold my shares a couple days ago. It is going to get absolutely hammered on earnings and I will buy back in then.
@cnunez0023 жыл бұрын
Hope you don’t miss the boat because that thinking is already priced in
@dylan_7113 жыл бұрын
@@cnunez002 yeah I’m sure Facebook and Amazon said the same thing.
@L-A16403 жыл бұрын
Also, data cleansing is a bitch….most companies are a mess when it comes to data and that in and of itself is quite an undertaking. I work with these systems and companies are g-n-shy about upgrading or changing systems…its a nightmare ….sorry, i just needed to add this.
@dominicmcnamara3 жыл бұрын
As always Alex, excellent content, excellent insights, balanced prudence. Perfect.
@TickerSymbolYOU3 жыл бұрын
Glad you liked it! More to come for sure
@samuelflores25753 жыл бұрын
I love the way you go about making the videos with nice in depth information. You just gained a subscriber.
@TickerSymbolYOU3 жыл бұрын
I'll work hard to keep earning your sub over time! Cheers.
@isaacpeters33212 жыл бұрын
Palantir-------------plant ear---------plant ear of corn--------resulting in a corn plant. I have no idea where I'm going with this! As usual another great dump truck load of information about a company being dumped Into my brains... by ticker symbol you. That being said, you are amazing it this! Keep up the good work. I just wish I had a faster processor. I'm a newbie investor but you're one of my faves!
@2beJT3 жыл бұрын
Dude.. I really appreciate you laying out all of this. I am going to sound so damn smart at the watercooler on Monday. Found you through the PLTR SPACs video you did... subscribed
@mrvalvet98563 жыл бұрын
The first 20 seconds earned a huge like
@silviarosa45792 жыл бұрын
I love your information about PLTR I am agree with you PLTR is a great company I bought the share at 8$ to bad I didn't bought more but this stock market is so crazy if the went down again I will happy to buy more PLTR share
@lindasante76223 жыл бұрын
I have their stock and I’m excited about what they’re about..💕
@TickerSymbolYOU3 жыл бұрын
🙌
@lloydcrocker31462 жыл бұрын
Excellent presentation! By far the best explanation I've ever had of how Palantir works. Thank YOU!
@paulpierce73873 жыл бұрын
I’ll be happy if PLTR can get above $30 per share.
@lauravaldes29843 жыл бұрын
Palantier will go to the moon 200 is four more years
@masonweber76333 жыл бұрын
I really appreciate letting the hype train roll for the first 8 mins TSY is a real palantirians palantirian
@Toto-wn9ve3 жыл бұрын
Something great about Your content makes me feel that You want to be a dreamer, but not every dream will make You winner. Taper Your bets and success should be enormous.
@druiz0123 жыл бұрын
I watched an hour long podcast on palantir yesterday. (Recorded prior to that) the guest on Palantir Vision Channel said he was a friend of yours and hoped you'd make a video on Palantir. Well low and behold you did! And I have to say (while that podcast was interesting and informative) this is the most comprehensive, understandable breakdown I have EVER seen of WHY and HOW palantir has so much potential. Tom Nash is bullish and talks about their market potential and what he expects in growth and does wonderful DCFs on it. But this is next level info. I loved when you were doing the daily premarket live shows but when you put time in effort into videos like this the value is truly off the charts. Thanks so much. I am going right now to become a Patron (Long Long overdue)
@TickerSymbolYOU3 жыл бұрын
Hey thanks so much for the kind words. Yeah, I had to sacrifice the live streams to really focus on these videos. It was a tough call so I'm glad you're seeing the upside of it! I'll have to get in touch with Tom Nash so we can combine forces and put out great Palantir content!
@druiz0123 жыл бұрын
@@TickerSymbolYOU nice. That would be awesome.
@phojanac82913 жыл бұрын
This is a great concept. Only this that worry people is the privacy informtion that people are willing to share them or not. It seems that the information share may not be wish by consumers. Big companies are willing to pay for these information. But consumer on the other hands does want privacy. Sharing business model to your competitors is not a good idea. This is also the bad side of sharing models to others.
@kerjianyan3 жыл бұрын
Great example on the connecting tissue. I view them as the central operating system for - businesses - governments - business to business - governments to governments And eventually the central operating system for individuals like you and I, helping us “operate” our lives better by helping us make better decisions.
@carlosvega84173 жыл бұрын
One of your best videos.
@jeffhuang14663 жыл бұрын
You already see the pressure on privacy concerns with Apple/Facebook/Google - and this is just basic browsing behavior. I can't see people willing to give up more of their privacy to have Palantir track their every single digital footprint. Good idea, but I don't see people knowingly/willingly do that.
@yingustc3 жыл бұрын
Palantir does not store data on behalf of its customers.
@gsmiley74493 жыл бұрын
That would have happened years ago. I was invited to a job interview with them ten years ago. Palantir, it should be said, is indirectly connected to Cambridge Analytica, and was started with the pharmaceutical and medical industry. It is basically a data aggregator and correlator. If it were that valuable, it would have reached trillion valuation already. There is something that prevents it from breaking out.
@Paul-mu9ng3 жыл бұрын
I have been trying to make my Palantir position work for it's got to be a year now. I don't know who's shorting it, but no matter what happens they can't get that stock off the ground for anything.
@Riqrob3 жыл бұрын
IMHO Karp and employees get a ton of stock options. Every time the price grows, they sell
@SECULARDEVELOPMENT2 жыл бұрын
Great video.I love the idea of Palantir for individuals
@TickerSymbolYOU2 жыл бұрын
Glad you liked it!
@patrickmcelya48433 жыл бұрын
Great look at the functions of PLTR IN UNDERSTANDABLE FORMAT.
@XroorX2 жыл бұрын
Very easy to understand the differences between the platforms. The price stays low due to high number of shares held by c suite.
@yuzaR-Data-Science3 жыл бұрын
Amazing video, as always! Thanks! Please, more on Palantir! It's a great company with probably great future. Usually people, who are interesting in ARK are also listening to Chamath. There are few companies they both support: Tesla, Opendoor technologies, Desktop Metal... Would be nice to see a video on both last, especially on Desktop Metal.
@MrBurogski3 жыл бұрын
Im here to confirm my bias !
@TickerSymbolYOU3 жыл бұрын
You came to the right place!
@antonkozlov45683 жыл бұрын
hi Alex, great research done on PLTR, respect.
@leahkiser47293 жыл бұрын
Awesome as usual. I'd to hear more about the founders and their platforms. The vid were you talk about the companies and spacs that can benefit from Palantir was impressive. The amount of research and information you presented was spectacular. Thank you!
@kuriyamatidusflossy3 жыл бұрын
I started my position on first day it was listed I have now 2000 shares...not touching it at least 7-10 years maybe up to 15 years
@dorbenmoyal76393 жыл бұрын
I waited for your input about palantir, Thanks alex my friend and cheers 🍻
@shehbazinator2 жыл бұрын
I appreciate the information provided in this video
@Alphaomega00773 жыл бұрын
This is outstanding. Makes me more bullish as a long term $PLTR holder. My only hope is Karp has a similar vision in moving down market to the basic everyday person as you alluded to
@jimformermilkman3 жыл бұрын
You made me even more interested in PLTR. Waiting for the price action to give me reason to get in. I’m sure your users are better looking people.
@DavidGatto2 жыл бұрын
The thing to remember about Pltr, is they do not care about placating investors or the media. This will change over time, as they learn to be a public company. Their philosophy is deliver results and let that speak for itself. After all, they are life takers and heart breakers (Ark).
@bike_pimp46252 жыл бұрын
Great insight Alex. Nicely explained concepts there. There is crazy potential with PLTR. Fingers crossed for the next earnings 👍
@kingkomoto3 жыл бұрын
Thanks Alex. When you explain what Plantir does, you sound eloquent and professional. When I try to explain what Plantir does to my friends, I sound like Homer Simpson who had too much duff beer.
@TickerSymbolYOU3 жыл бұрын
Trust me, it took me a while to figure it out and I'm sure I'm only scratching the surface!
@gzsg13 жыл бұрын
You are spot on. Palantir is a must have to be competitive.
@jean-paulfaye77943 жыл бұрын
😩😩😩 appreciating the effort put into these🥵
@TickerSymbolYOU3 жыл бұрын
I appreciate you appreciating it!
@kevinmccabe333 жыл бұрын
Question: have you seen and used the product? Concept/Vision is 100% spot on. But I have yet to find ANYONE who has used the product(s) and can attest to the benefits. Should this not be a qualitative check box when investing?
@kevinmccabe333 жыл бұрын
(Also, great work as usual, Alex. Loved the insight and summary. Just still want to see the service in action and hear from its users)
@TickerSymbolYOU3 жыл бұрын
Solid question. I have not used Palantir myself.
@serenax.36223 жыл бұрын
I was already having a "shut up and take my money" reaction when I went through their last earnings. And then I saw your video
@TickerSymbolYOU3 жыл бұрын
💸
@serenax.36223 жыл бұрын
@@TickerSymbolYOU What are your thoughts on C3.ai?
@michaelalon2643 жыл бұрын
Thank you Alex, very well structured content
@michaelcloresandersm.d.7050 Жыл бұрын
Great Video, but my buy price is $6.21 based on PEG. Thanks again!
@cervelo94653 жыл бұрын
investor in Palantir will need to be long term patient and understanding. It is not an easy simple or straightforward company to gain understanding of. It is not a company where it's "easy" to gain high conviction. ARK are believers, and I believe in Cathie.
@ishish88163 жыл бұрын
But if your belief is in Cathie you don't _really_ believe in Palantir itself , but rather what _Cathie sees_ in Palantir.
@rmrfboy3 жыл бұрын
when i was freshmen in university (with no money), i sourgrape that google stock price was then $100 and it was too late to get in. im not going to let that happen this time around with PLTR. I'm sitting my ass off this stock until i get to 70 years old.
@TheRealXidious3 жыл бұрын
This company is insane i love it, its like finding a google or apple or some shit when its still at a low low steal cost super obvious this company will take off MASSIVELY.
@TeslaEVolution8 күн бұрын
Fun fact: MANY companies in the USA are STILL, about 30 years after it became MAINSTREAM in Europe: LACKING CRM AND/OR GOOD CRM solutions as well as MANY companies are so NOT up to speed on Marketing SaaS in general - so bad on DATA, sure, they're GIANT gaps to fill across the board.
@DudeKing563 жыл бұрын
They work with banks. Maybe they will eventually compete in the formula driven sector of filing taxes and compete with companies like Turbo Tax or Intuit
@richardl61883 жыл бұрын
The consumer applications sound like something Adobe Site Catalyst and Site Search services already do, providing the Analytics on purchases and making Recommendations on future purchases.
@MsTwilightSpeaks3 жыл бұрын
Want to be careful that they don't become a monopoly and also the data they are consuming could pose as dangerous if it fell into the wrong hands... The linear perspective of taking antiquated processes to the cloud, making it digital and easy sounds great never forget there is always two sides to a coin.
@TickerSymbolYOU3 жыл бұрын
Palantir doesn't store the data they process
@adamporetti59833 жыл бұрын
Good job. Looking forward to your analysis of their future.
@TickerSymbolYOU3 жыл бұрын
Definitely more to come on this awesome company!
@barryh133 жыл бұрын
Thank you for the in-depth review!!
@elshaddamirchiyev3 жыл бұрын
Great coverage 👍🏻
@markrobertdevison12273 жыл бұрын
I think what holds back it's stock price is the investments it's making in start ups that have very little or no revenue. That clearly is a long term play so I don't see the price rising much for a long while. Accumulation time if you feel this stock will be a huge winner in the long run. I do have a small position in my portfolio.
@antonystringfellow51523 жыл бұрын
I suspect there is a carefully thought out plan going on there. Something along the lines of Palantir using its sofware to build these small start-ups into giants and benefit from the process. Karp is no fool.
@frontlineatni3 жыл бұрын
Does Palantir remind anybody else of Rehoboam from Westworld, or at least a very early version of it?
@nickferdinand133 жыл бұрын
most def
@russelllucas9916 Жыл бұрын
Brilliant analyses!!
@AtMyHappyPlace3 жыл бұрын
You make amazing videos. Best quality. I love this company but dislike that they have over 1B shares issued and the insiders seem very quick to sell them.
@dragon43inf3 жыл бұрын
excellent video very informative. thanks
@milesinaz60273 жыл бұрын
Very cool introduction to the video. Nice!
@davidl.e52033 жыл бұрын
Leadership was mostly all lawyers. No programmers, no data scientists. Also, CEO pay is disgustingly high. How do you explain that to shareholders? Palantir made 1b in revenue last year, while CEO got paid 1.1b worth of stock and options. Essentially every dollar the company made, the CEO walks away with everything and then some.
@JohnDoe-dp4kx Жыл бұрын
Bianca Rahill one year after is no longer working for Palantir after checking...not sure it's a good sign. Really good content though! Thanks, I subscribed.
@matthewlocicero74323 жыл бұрын
Please explain why you would place so much trust in this company with all your personal data. In years past we thought Facebook and Google could be trusted with our data and now we’re finding out in hindsight that was probably not a very wise decision. I’d love to hear your comments. Thank you
@svenhodaka91453 жыл бұрын
So true.
@christianrathbone99313 жыл бұрын
Palantir is poised to be the leader in this space. I'm in..
@dt02293 жыл бұрын
Snowflake is data warehouse layer, and Plantir is more analytics layer. Both companies have so much potential.
@omrieforni3 жыл бұрын
Extremely detailed. Love you to cover Qell SPAC ( Lilium) and the way Palantir can innovate and transform the air mobility industry.
@stephenc.75783 жыл бұрын
Just started following you. This video is very thorough and your idea of Palantir's B2C is very intriguing. The biggest challenge is the excess of data so how will Palantir assist us, consumers to organize our data while protecting privacy and assisting with some sort of analytics.
@Chrisfeb683 жыл бұрын
I heard about this company about a year before it IPOd. I was intrigued by what the company did even though I still can’t claim to exactly know how the software works but I like the idea of what it does. I kept my eye on the IPO date and purchased shares the first day. I plan on holding my shares the next five to ten years at least. I don’t quite understand why analyst seem to want to punish this company…it’s almost as if they don’t understand what it does or their biased towards it based on their political beliefs. I’m hopeful the price will ultimately reflect it’s true value.
@toromontana82903 жыл бұрын
The valuation is utterly ridiculous to me. I only keep a fractional share around so it shows on my main page, nothing more. I'd sooner throw my money at any random house in town and put it up for rent. This is not a serious investment and we need to stop buying overpriced companies. You would never buy any other business at the valuation that Palantir is at today. The market cap is 35x the revenue and it makes no profit. The market cap is at a level comparable to most dividend aristocrats (actually stable and profitable companies that raise their dividends each year and even have growth).
@savethebees25063 жыл бұрын
Thanks Alex! 1st timer. Great info. Hope it's not another Nicola. 😊
@b.sharp.3 жыл бұрын
Do a video on Matterport! The leader in digital twins
@kellyclover5953 Жыл бұрын
It's already part of my portfolio. But I won't be betting on any one single stock. There are too many unknowns to do that.
@lobotomite32483 жыл бұрын
Deep dive Into RTX or KTOS, when ? Ark has a Ton of Kratos. Love the vids !
@chasjones3337 Жыл бұрын
As for questions after Q3 I I like buy back . S&P500 And current Tesla connection other than the obvious.mite on the DoJo and/or Tesla Power. Great site thanks
@johnshadow93103 жыл бұрын
Great video. I always thought they would be great for life planning. Should I go to trade school or University. Professional degree or other. If I want to be Doctor what are best specialties. If I am in this occupation is it better to work domestically or internationally. Best investments categories for high inflation environments. What continuing education makes me more marketable and results on higher pay. And so on. You had great examples that people would use every day. I worked with many MIT engineers on inertial navigation systems. Loved the story about the class ring, the beaver, nature's engineer and how to orient him properly while you are there and when you graduate. Just subscribed too
@HaalandViking3 жыл бұрын
Interesting. If it had all your school marks, work experience, some psych tests, personality tests, aptitude, IQ, EQ gets, and ability for helping choose careers matched to what careers are in demand along with what you said then it would be useful to help people plan careers and make decisions in life. Just helping me buy more junk like google isn’t interesting as I ignore those. But I guess advertisers would like this data and pay to advertise on these platforms.
@josephanton15723 жыл бұрын
Useful inside information 👍
@TriCNC3 жыл бұрын
Very nice work on the into
@mbplayz23823 жыл бұрын
Excellent video sir
@TickerSymbolYOU3 жыл бұрын
Glad you liked it!
@TheMrSlyxx3 жыл бұрын
PLTR is literally going to becoming Skynet. I'm all the way in.
@warrengibson78983 жыл бұрын
Very informative though I still doubt I could describe its business model while standing on one foot.
@TickerSymbolYOU3 жыл бұрын
It actually took me a good while to wrap my head around it
@mauriciojoseflores3 жыл бұрын
Hi Alex, I am a datascientist myself and I have worked with much of what Palantir does, the problem is that it's very complicated and takes a lot of resources that is why I can't regads it as a good bussiness, I'am sure is a fantastic company but not a good bussiness, besides that the market s already paying hunsom for it and probably discounted a great future already. I think it should be very difficult to earn and excess return from this one at this high valuation
@percipience2758 Жыл бұрын
Sounds like it could a) break security protocols, b) own the customer organization by making it totally dependent on the software.
@adamgoodman34223 жыл бұрын
Even the most advanced data managed companies have so many deficiencies ... Data is the future of efficiency, productivity, $$ profitability
@michaelb17603 жыл бұрын
That intro made me want to buy!!!!
@danielcunningham49552 жыл бұрын
Great video, but how do they monetize this technology?
@CoachJerry73 жыл бұрын
I have a n idea for you if you haven’t already thought about it. Try share this video to Palantir itself as it could give them some extra ideas that you mentioned and they can possibly sponsor you on your next video? They will see your videos are well researched and professionally presented