Dan Ives: PLTR to "$1T Market Cap," TSLA's FSD Story & NVDA A.I. "Table Pounder"

[@DiFinni]

Palantir! majority of analysts never understood Palantir, but Dan always liked them. ✌

[@Johnwicker1903]

Tell me it isn't a bubble when pe ratio is over 100. Take profits.

[@FreaksSpeaks]

It looks to be in a bubble, but they are out performing expectation vastly.

[@kellyco3]

I appreciate and understand the concept of the stock price. I am a retired software developer. In my career, that has been just a few times where software became absolutely necessary to compete. Palantir's ontology in Foundry is singularly unique on 5 dimensions, and it was just waiting to explode thru the deployment of AI and LLMs where Foundry and AIP meet the intersection of absolute business need. There are ONLY < 1000 customers at this point. And that software is being told by word of mouth by the engineering/software dev community. It is just soo well positioned, where the TAM is absolutely massive. That earnings growth will be >=30% YOY for the next 3 years, without even considering any future development of the software, which won't happen given the number of developers within and outside of PLTR. I am NOT writing this to promote anyone to buy PLTR. I write to educate what the situation is. I have NO idea where the stock price will go, but the business and it's apps are on the tee...

[@randysingh9334]

Appreciate the info.🙏Thank you!

[@karlhiggins3109]

Dan is the man. Most analyst are still not giving this company it's due. They will give it a buy rating once you miss it's upside.

[@matt.stevick]

go get the its time for dan ives 🤖

[@jones192]

I wil be holding pltr for years, up, down and sideways.

[@Johnwicker1903]

Bubble when the pe ratio is 400. Unless they grow their revenue to as big as nvidia. 😂

[@FreaksSpeaks]

Someone seems to be salty. 😂

[@RandomVideosFirst]

Holding 1368 shares , sold 400 this morning . Palantir is Messi and HIMS Is Ronaldo .

[@stephencamejo5103]

Feel the same way!!!!❤

[@Ryan-q8x]

As of today, PLTR has 10X my buy in price! Amazing!

[@RobertL5175]

Dan is the man! Keep it up bro.

[@Pazzi-y3k]

My compliments Mr. Dan Ives !🎉

[@calvinj5639]

Must be frustrating to be a sell-side analyst, running the numbers, flying across the world to do in-person checks, only for buy-side to just dump over some non-factor headline that comes out about a competitor lol (deepseek)

[@Anthony-dj4nd]

FSD and Robotaxi in the same year!🤯 Tesla $5T🥳

[@lesliehopkins6582]

Tesla needs to get rid of Musk.

[@surprizesurprize...1515]

i miss his shirt :))

[@muratuzer6772]

With Tesla everything is always “later” or “soon” or “in the near future” and people believe in that…lmfao

[@charlesporter7449]

😂😂 you build FSD . Smart-ass!

[@b90207031]

Google is down 7+% after hour..

[@edwardtan8307]

Buy Alex Karp’s book this February.

[@aguyinavan6087]

It's almost worth the same as Oracle... 250 B vs oracles 460 B. But oracle has 14 B in revenue compared to Palantir's 820 million on a quarterly basis. Pump and dump.

[@Johnwicker1903]

Call it a bubble without saying it isnt.

[@HowardRoark1]

So PLTR $500? GTFO