I WAS WRONG! Palantir's Plan to Dominate AI is Working

[@TickerSymbolYOU]

You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20

[@Abcdefghi4093]

Can you make one about WEJO?

[@PashaV93]

Hello, excellent video as always, recognizing our mistakes shows character. 👍🏾 If i may ask, any ETF that you like that includes Palantir? Thanks in advance.

[@lppoqql]

Palantir is going to be destroyed by the spread of AI technology. They will have no advantage over a 2 person team in a few years.

[@joerice4390]

Does somebody actually have to have foundery to be able to use AI? P?, Where can I be overlaid on any system

[@Biggie7173]

Respect someone publicly able to admit a change in thought with new understanding

[@reddixiecrat]

Didn’t take long

[@tashi282]

that's why properly understanding the fundamental of the company is more than KZbinrs.

[@Javalipapere]

This guy is lying. Three years ago he was promoting Pltr at $40 share. Please go back and review posts as he’s a nice guy but probably on Pltr payroll

[@obsidian7644]

That's being a good trader, things change and if you don't change with them...they will pass you by.

[@davidstudebaker7397]

​@Javalipapere the amount of money most you tubers get paid to pump a stock would blow your mind. I'd say %80 are on the payroll. The bugger they are the more likely they're doing it

[@ronmatthews2164]

Over two months ago I sold my 6,300 Tesla shares and bought Palantir, Nvidia and Super Micro Computer. Wow I was so lucky I made those moves because I am way further ahead.

[@TickerSymbolYOU]

That’s awesome!! Great work!

[@cruzcustio7472]

I'd hate to see your tax bill.

[@heyitsanthony6366]

Yea no you didn’t 😂

[@PerfectorZY]

@@VincentKarabouladMusique Tesla is over half a trillion market cap. I was in Tesla from ~2016-2020ish (I sold the bulk of what I had, I still have some exposure). I was there through many many ups and downs. I even own a Model Y. I say all that so you don't think I'm a Tesla hater or bear. However, even if they became the largest stock on earth that's "only" a 6x max. While I still believe they have the ability to reach into multi trillion dollar teratory it's gonna take a while more than likely. It's much easier (even though incredibly hard) to go from 40B to 500B than 500B to 3T. Sure over time with inflation their market cap could get there assuming they don't grow much fundamentally, I don't think this will be the case. I think for them to be a multi trillion stock within the next decade they will need to secure charging dominance for 1, get full self driving working 2, and get a car cheaper than the model 3 on the road OR have the taxi network actually be a thing. If they are able upset the existing paradigm of people even needing to buy cars and masses default to just getting driven around everywhere by FSD taxi then I could see it. I don't think that will happen anytime soon sadly. I hope I'm wrong here but I wouldn't be surprised if they sit around the half a trillion mark for some time, their will be months where it moves drastically up or down (we've seen this happen twice with the stock) but it likely won't stay there. At least not for the next 3-4 years minimum I'd guess. Them becoming the default charging port and overtime hopefully, the default charging network should be a major win but I feel that would mostly validate/back stop their current valuation not cause it to permanently cross the 1T mark.

[@Filthat]

Regist here your next moves ;)

[@Chrisfeb68]

I read about Palantir more than a year before it came to market. I purchased 3000 shares the day of the direct listing with the intent of holding at least 10 years. I'm sticking to the plan.

[@kw99951]

Same

[@davidstudebaker7397]

I waited a little while. Started buying 21/2 years ago at $23. Kept buying.all the way down to $6 cost average is $12. I was loving it as it was tumbling. Got so many more shares then I would of had. Not selling one share for a long long time.

[@venkatavineelyalamarthy6958]

How do you evaluate companies? How would you know of the ten year trajectory ?

[@nicholassergiacomi4823]

@@venkatavineelyalamarthy6958I’d imagine looking at the big picture of what the future is gonna look like

[@philippprahlow7749]

@@venkatavineelyalamarthy6958 you cannot. PLTR now hyped after good earnings and everyone jumping on the train. Wait 10 years, then see if it has a calculateable business from them :)

[@Daddywarbucks556]

We used PLTR in 2007-2014 at our company. The results we got from their services and products were game changing.

[@Mdotacke]

why did u stop :)

[@marountawk732]

same question

[@hencytjoe]

@@Mdotacke probably quit the job

[@AngelaR_369]

I only have 34 shares, but I’m up 55% 🤗

[@XYZ-ABC-k3u]

34 shares are ok to make you rich in 10 years ... Would you marry me? 😊😅

[@anthonyl.m.8307]

Nice yield on investment!

[@imreballa2713]

May I ask when you bought them?

[@AngelaR_369]

@@imreballa2713 Back in 2022 I started accumulating. My lowest entry point was $7.38 a share

[@jahway2781]

Dollar cost average 😊

[@CrysRypto]

I’m in AI. I bought at ATH and have been holding since, because I know their true value. Even with the latest jump, it’s undervalued 😉

[@Waersted]

Awesome that you admit you were wrong 100% respect for that, and very good reflectioN!

[@keith8346]

Every Business CEO, every state and large city is looking for some way to utilize A.I. and right now Palantir is there best bet today. Hang on guys its going to be a fun ride.

[@krislowenberger7965]

The first 1 minute of this video is exactly why we all love your channel! Thank You!

[@markrobertdevison1227]

I told my friends do not sell, buy more. It's okay to be wrong on occasion, no one is perfect. My cost basis is only $9. I never had even a fleeting thought of selling. I told everyone to buy more or open a position if they did not own any shares. Good video, thanks.

[@jwa7378]

I'm still not sure. I'm buying up more SOFI

[@quibblegaze]

0:00: ⚠️ Palantir's AI Platform success and stock surge prompts reevaluation and long-term outlook. 3:27: ⚙️ Palantir's AI platform simplifies data interaction, reducing skill level required for tasks, but challenges remain in data integration. 7:09: ⚙️ Palantir's successful growth strategy with large language models and profitability commitment. 10:10: ⚠️ Concerns over Palantir's net dollar retention rate despite positive growth in commercial customers. 13:21: ⚙️ AI coaches powered by different language models provide recommendations for plays in a business setting. Timestamps by Tammy AI

[@liminalhoarder]

The London office of Palantir was the target of demonstrations by pro-Palestine protesters in December 2023 after it was awarded a large contract to manage NHS data. The protesters accused Palantir of being "complicit" in war crimes during the 2023 Israel-Hamas war because it provides the Israel Defence Force(IDF) with intelligence and surveillance services, including a form of predictive policing.[68] In January 2024, Palantir agreed to a strategic partnership with the IDF under which it will provide the IDF with services to assist its "war-related missions".[106]

[@ElizabethDaniels-lf7dv]

It's a good way to start the year. Thanks for the video, keep them coming, I gain inspiration from videos like this as I'm nearing retirement. Thank you again.

[@ElizabethDaniels-lf7dv]

The time is now.

[@TickerSymbolYOU]

My pleasure!

[@RyanFerguson-lj4qq]

​@@ElizabethDaniels-lf7dv Any advice regarding retirement?

[@RyanFerguson-lj4qq]

I have always imagined retiring at 40 and having a balance of over $100000 . For real.

[@PatrickJoules]

Good Investors know better than to rush into new Investments , particularly during period of inflation.

[@sxy2378t]

As a previous financial professional, I would say don't confuse with a software company (PLTR) with a semiconductor company (NVDA). They are in different track. 😊

[@Sle267]

Yeah I thought the same thing about the correlation.

[@xnei388]

So Palantir has far less expenses than nvidea.

[@kyrip]

can you please explain what you mean?

[@JasonMazzulla]

PLTR is a software company. It's like AI for AI. One example would be - saving general mills a million a day! It is an unbelievable super changer for efficiency and profitability = every company worth their salt will want palantir software

[@geraldmiguel01]

I'm working on an Al-focused investment plan, researching stocks of Nvidia, Microsoft, and Alphabet, among others. Along with my financial advisor, Mrs Helena Crouse, I have focused my interests on a few major areas based on their performance and anticipated growth. Also including gold, coins, and the EV, renewable energy, technology, and health sectors.

[@valeriamason1]

Impressive! I love the strategy

[@andrelucas1]

l did read about Mrs Helena Crouse on the media some time ago., quite a great resume she has

[@geraldmiguel01]

She’s active on

[@geraldmiguel01]

TELE

[@geraldmiguel01]

GRM 👇

[@copperheadranch6466]

The most empowering words are "I was wrong". Mad respect.

[@cupwithhandles]

agree

[@timwill9688]

Good video as a PLTR investor but not a big tech guy I like to hear from people I respect whether they agree with me or not so thanks

[@haroldwarner4337]

Great respect for your admission. Especially since you have personal use experience with their software which others do not.

[@Jus-Too-Smoove]

Real men admit to their mistakes. Been with Palantir since 2021 baby, LFG! Glad to have you aboard

[@yns222]

Palantir has a unique selling point, which is underappreciated a lot imho. It is the privacy and security of data from different entities in the ontology. Thats why, Palantir was able to build a data mining operation across even company boundaries. Just look at Skywise, that was built by Airbus and powered by Palantir... That is huge and no other company can do something similar. Thats possible due to data security that a lot of airlines (competitors) are part of Skywise and share company data so essily... and even pay for it... And palantir has AI, very good Sales strategy, fantastic leadership and a multibillion market... I am long Palantir now, even though, i am very sceptical of SW companies in general... Disclaimer: Private opinion, no advice given, do your own research...

[@simonshaw9373]

Huge ups to you for admitting when you were wrong. I work in the ad and creative space. Once I heard they were using boot camps to get clients in to see the magic sauce I knew this would be a game changer. The strategy of showing people how it can work for them, seeing value and then charging is a winner every time. Thank you for presenting this new video.

[@TickerSymbolYOU]

Great to hear from someone in the space!

[@andrewsteel5271]

I knew you were dead-ass wrong about Palantir, but still impressive to see you admit it

[@TickerSymbolYOU]

Sometimes you gotta suck it up and take the L

[@Austin6403]

@@TickerSymbolYOUnext time you chose a target, it might be wise to have it be one that isnt the most dominant company in its industry

[@riffsoffov9291]

There were a few comments disagreeing with the negative video (which I think originally had "doomed" in the title). One was from me, but I was far from being first. Credit to TSY for changing his mind. Maybe if you're too close to a subject, you need to take a step back so you don't miss seeing the forest for the trees.

[@Mountain_bonker]

@@riffsoffov9291 would yall say it’s still good to invest in it rn?

[@anilk03a502]

Good you accepted and got a respect from us

[@timg9019]

Thanks Alex. Appreciate the honesty. And your technical research, understanding and explanation

[@chandrap8391]

Stock Price depends on Sales. But Tech wise, Palantir creates Knowledge Graphs on top of Ontologies and puts them in the RAG for LLM to take into context. Technically there is no moat... Using Neo4J, anybody can convert their RDBMS into a Knowledge Graph and send it to LLM through RAG. Anybody can do Row, Col and Cell Level Security now and use LLM for Data Analysis.

[@vinceisbullish]

Really respect you for making this video!

[@john00123]

I'm so glad you made this video. Also glad you released it. This information is very interesting to know. Thank you.

[@TickerSymbolYOU]

Glad it was helpful!

[@trinadhbylipudi6525]

Yes, I made some decisions based on your earlier videos on PLTR. To much of my relief, you took accountability which is a really good thing. Thank you for the deep dive.

[@TickerSymbolYOU]

Whew. Cheers.

[@EliyahLion]

Net dollar retention rate going down is normal when your new customer base is expanding. It is purely mathematical. It become concerning if it goes belong the 100% which then means that you are losing customer or that your prices are going down. At one point it will expand back up when the TAM will be at a mature level and when the prices will go up... That is way in the future. For the moment Alex enjoy the ride and thanks for your honest video!

[@chongpiper3572]

Thanks!

[@TickerSymbolYOU]

Thank YOU!

[@Andy43210]

It's a damn strong list you've got there but I'm surprised they've not made it into your top 5 yet! I mean, they've got a lot of room to grow and their business model, by default, is structured well to survive recessions (multiple clients, spread across multiple industries, even across multiple continents now). They're like a sexy cockroach of a stock - easily my top pick!

[@hackerhate7]

I have bought this share in $6/7 then I sold 10-11. So recently I have checked and it was 42% up in last 5 days and I was shocked 😳😳

[@andreww5574]

I bought at 9 and sold at 16. If you still believe in the company, fundamentals, leadership etc. buy back in

[@jeanpaulfelix4095]

Itt was an easy trade to get into using the technicals. I had no idea who they were 3 weeks ago. thats the beauty of the technicals. top performers rise to the top. nice action today against distribution. sign of strength.

[@dialac1]

I think most youtube finance creators hated on Palantir and their shareholders cos it was the cool thing to do a year ago

[@LOCKDOWNCHANCER]

Respect to you Alex!!, hard to have a rethink sometimes but great to see someone with the balls to say it as it is.

[@dinosaurdude5668]

Thank you for this PLTR update! Respect!

[@MTXSHO9732vV8SHO]

It's all good, my Dude. I wouldn't own ANY PLTR if you hadn't said anything. I would still just be dealing with the ARKs. Your prompting caused me to pay closer attention to more of the individual stocks available in ARK. It's natural for this to happen, the more eyeballs we get on the subject the better. This reminds me of an elevator I was scripting in a Metaverse and I needed it to work anywhere from 20 meters to 3000 meters high. A person that had no scripting experience whatsoever gave me the idea how to mod the script. FRESH 👀EYEBALLS 👀

[@habibmessi]

Brother comes always with best information.. loveyou

[@MisterDivineAdVenture]

WOW I certainly tuned into the right episode here - your product knowledge of Palantir is very appreciated. This display of prodigy not only answered the mystery of Palantir, but clued me to the commercial product - and has me way more interested in that than I could ever muster sustained interest for the equivalent accounting system packages of decades past. Remaining Questions: (OMG did you know Questions has Quest in it??) 1. Does it obsolete accounting packages or take the place of? Or Interface with? 2. Why is this software so "trustworthy"? The answer to that one will open the door to an unknown form of business no doubt. I mean like, who do they hire? How is the data separated and kept away from engineers and staff? and What is the overall strategy of such a highly secret organization that creates a seamless, leakless vessel? And, how sure are we about it? GIVE ME THE DOUBTS, the pits, and the indigestion~!

[@wjking5219]

I've been a fan for a couple years and your original video regarding Palantir caught my attention and frankly caused to be reexamine my original conviction in the name. That being said, I continued to add to my position because I remained confident in the company although I was much more cautious than I had been in the past. Luckily, I continued to add into the most recent ER when the company shot up 30%+ and has held the majority of that move. It takes a great deal of integrity for a person to reevaluate their original analysis and an even bigger one to admit they were wrong. Publicly admitting it on a medium like KZbin was just the cherry on top. I look forward to your future videos on the AI revolution. P.S. Your most recent video on SMCI has me reexamining that company since I had originally dismissed it as just one of the number AI pump and dump stocks out there these days.

[@TickerSymbolYOU]

Thanks for the kind words and you’re right. We all make mistakes and the goal is to grow from them and reexamine our positions as we get new information or learn to think in new ways.

[@Gurubu]

So many good reasons to buy Palantir over the years did jack squat for the stock. They rode the coattails of the AI investment boom which allowed me to dump my stock on a high and turn a small profit. Thank you stock market. They might blow up in the future or they might not 11:50

[@marianneleone3792]

Well done. Great update. integrity matters. Proud to be a patreon member.

[@TickerSymbolYOU]

I really appreciate all of your support over the last 2 years!!

[@Jawwwn]

Glad to see you change your opinion. Respect for admitting it!!

[@MTN99999]

I always admired your videos and the way you break down complex topic into easy bites and today you have Earned my RESPECT! I always have a high esteem for individuals who admit when they are wrong and own it ! But also explain as to why and lay it all out because I am a straight shooter and that's how I am No B.S just rip the bandaid off! Keep up the great work and keep it up ! Respect Dr Karp and his Team will make us all lots of money 🙂

[@kawaiimdsweey9348]

I am already in in pltr for the long term.Thanks

[@rickhunter3245]

I applaud your courage to admit your error in judgment. Re NDR, it will likely explode above 120% in Q3 2024 earnings results, thus not a concern. If you do a deeper business analysis, you will understand where I am coming from. Just remember, unless something deteriorate fundamentally with the company, never bet against PLTR, as anyone who does so will lose big time financially.

[@jasonbirchoff2605]

First off respect for the honesty. That said, alot of what you discovered was known when your video aired. The only grace I could offer you is maybe the video was done a long time before it was aired. Now I personally think your star wars example is not really worth it. Its a nice to have. Palantirs real moat is how quickly decision makers can begin applying their technology in their enterprises. Not what the platform can do. This Big Data space has had alot of participants showing off amazing things you can do with their stuff. The problem has always been the time it takes to go from deciding you want it, to being able to experience real change in your enterprise. Thats why AIP Boot camp is impactful. Decision makers literally get to see their use cases integrated in less than weeks. Thats what the REAL MOAT. EVeryone else thats tangentially in this space are building things that still need a team of data engineers/scientists to deploy and translate into something deciison makers may see value from.

[@sarakeeling3916]

I was surprised by the change of heart initially and kept my positions, glad to see our thinking is once again aligned. Good vid!

[@Edwards-London]

Yeah fully respect you for this Alex.

[@damianchang6439]

Kudos for admitting you were wrong you’ll gain far more for your reputation and have people on here trust you for saying so. Intelligence is having one train of thought then, realising when a better argument beats your own changing your train of thought. Transcend ego many don’t know how to or are unwilling to.

[@Someth1ngLight]

Palantir is best used as a traders stock. It trades In a very consistent range and has a lot of market manipulation

[@Goham7]

The PLTR long community was disappointed by your downgrade of PLTR. But, imo the community realizes everyone has their own perspective till PLTR has a more proven track record. I alway appreciate you work/videos/perspective

[@gogocze]

Welcome back brother

[@Jesse-zu8fn]

Can someone please explain why Microsoft or Salesforce wont have AI platforms that are as good as Palantir’s? Thank you.

[@idunusegoogleplus]

I resubscribed because of this video. I unsubbed previously after your videos saying palantir was doomed because it clearly wasn't.

[@gavinknight8560]

The irony of advertising delete me while simping for palantir is just lost on you is it?

[@zaahruq]

U cant always be right. But i appreciate your transparency. Ill definitely tune in more to insight on AI stocks from you. Thanks for the info.

[@TickerSymbolYOU]

I am definitely NOT always right but thanks for taking the time!

[@richardservatius5405]

getting data together involves events that aren't easily programmed. example; if a contractor starts to build a house for person A and person B offers the contractor double the money to get his house done in a week; then the contractor has a dilemma because although he would make more money with B, his reputation would suffer with A and A would spread the word that the contractor can't be trusted.

[@motowncreations]

Absolutely love the content!! 🔥your research is amazing. Keep putting out the HITS! 🤟🤟

[@TickerSymbolYOU]

Thank you 🙏 I appreciate it

[@Literallyandfiguratively]

Thank you Alex for explaining in depth technical and scientific dimensions of innovative technology companies. Your comparative evaluation about Nvdia agreed with my qualitative evaluation,it has since tripled in value. I stuck to my PLTR buy quality evaluation as opposed to your study and it has since more than doubled.

[@antm4n1]

The most undervalued channel on youtube 💯💯

[@TickerSymbolYOU]

🥲🍻

[@lasagnalimbs7838]

the second i heard about this company i saw its potential to be a huge player in the AI space i have a few shares in pltr

[@jasonross2513]

Who else rewatched the video he was wrong in, just after plntr blew up. I still held my stocks, but it did prevent me from buying at a discount 😢

[@jlh2119]

Thank you for information, video, and update! I appreciate all of the hard work and effort you put into your channel !! Question: Have you done a side-by-side comparison of Palantir and Snowflake? Do the companies do the same thing? How are they the same? How are they different? How many customers in what sectors does each have? And finally .... WHY is Snowflake price at $231 (as of this posting) and Palantir at $24?

[@hm8298]

Thanks so much for your hard work🙏😊

[@l0v3nul]

I respect coming out and admitting you were wrong. Everyone is wrong here and there. The problem with your views is that they are absolut and leave no room of doubt, especially in a stock with many retail supporters basically considering them fools. My advice to you would be to be generally more open-minded.

[@yogeshiyer7396]

Alex, thank you for the great work. All your videos are so insightful! Any chance you could do one on long term prospects of SMCI?

[@TickerSymbolYOU]

Great suggestion! I'm actually working on that right now.

[@yogeshiyer7396]

@@TickerSymbolYOU - love to hear that! Looking forward to it. Thanks again for all the amazing work!

[@55Mrsahara]

Well structured and well presented video. Thank you Alex

[@TickerSymbolYOU]

Glad you liked it!

[@claus1225]

Everybody is next nvda

[@helenh6636]

Thank you for your great video. I follow you from NZ. I am still trying to watch all your videos to learn how you analyse companies.

[@TickerSymbolYOU]

Hello from around the world!

[@MrDanrichman]

Great Video :) totally agree- been a holder- wish I saw this when it was back at $7 6 months ago- this was easy to understand- thanks for the content!

[@TickerSymbolYOU]

My pleasure. Glad you enjoyed it.

[@antalszabolcsdesign5189]

Great video as always! Crowdstrike video coming anytime soon? :)

[@TickerSymbolYOU]

It's on the list of deep dives!

[@antalszabolcsdesign5189]

@@TickerSymbolYOU Looking forward to that! Thanks! :)

[@T-AH-LOW81]

CLASSIC UPDATE ON STOCK COMPANY THANX U 4 YOUR INTEGRITY

[@kiminthenorth]

great vid/info! keep em coming!

[@TickerSymbolYOU]

Thanks! Will do!

[@Alltimehighs1224]

If you’re starting to admit you’re wrong, you may want to re-look your negative thesis on Tesla. Gen3, Optimus, battery storage, FSD, Robo Taxi, margin expansion, TAM growth.

[@adylun25]

Hello. I follow you from Romania. I like what you do, especially when you admit a mistake and correct it.

[@TickerSymbolYOU]

Thank you and hello from across the world!

[@69RedWingsForever69]

Remember guys... When you listen to KZbinrs they get bullish on a stock when it is high. Buy high, sell low 😅

[@thomaslata2417]

Thank you so much Alex for your hard work, dedication, and objective perspective. I greatly respect your presentations as a result!

[@TickerSymbolYOU]

Glad you found it useful!

[@DargoLives]

I'd be interested in why you're not invested in Tesla. Seems incredible

[@charlesharkleroad9923]

Just remember going forward your admitting that you were wrong is a double edge sword. Yes admitting you mislead thousands of viewers was definitely not good and glad I listened but didn't sell my position. For me sharing your thoughts with the kind of certainty you did about PLTR was not being considerate and you should be dinged and corrected for not thinking of the misleading guidance you were planting.

[@Seoulsearch616]

I greatly appreciate that you always update your findings so honestly. 👍🏼

[@bg5689]

Respect!! TY for the update!

[@gerbertmos5084]

Great video and perfect to admit to mistakes and learn from them. Thks!

[@yjpark56]

I have more than 3000 shares and will keep them for 10 years. It can be 2 million dollars in 10 years.

[@luislu8615]

your investment thesis is guided by price action. What a surprise!

[@TickerSymbolYOU]

You commented without watching the video! What a surprise!

[@bambatv4339]

so for this day are you recommand to buy the stock or wait for her to get down at price ?????????

[@RicardoSantos-ix5yx]

Huge props This is how trust is built 👏👏👏

[@Planet_Xplorer]

I totally respect that you said you were wrong 👍

[@inevitablelogic]

honesty and good info is why i respect your work. looking forward to see how you warm up to Tesla again, if that!

[@Jakub.S...]

With all due respect Alex. I was wrong, happening quite too often recently. I would kindly suggest to focus more on the science as this is something you're very good at.

[@evamirikantor]

It takes a big man to admit your wrong. Respect 🙏

[@Joshtheman99]

Best simplified explanation of palantir yet

[@TickerSymbolYOU]

Glad it was helpful!

[@dorbenmoyal7639]

Alex you’re the best ❤ Keep it up bro

[@TickerSymbolYOU]

Cheers man, thank you.

[@briannave7326]

I bought $10,000.00 of Palantir this morning.

[@ARIK.R]

In order to produce the best and newest chips for AI (HBM memory) and for other applications in the world, you need the machines that produce and test them the best in the world.

[@TRIMARTheatres]

PLTR is a bolt on acquisition for some company in need of these Svcs

[@cecillouden8662]

Well done sir Alex. Loving your insights.

[@TickerSymbolYOU]

Glad you like them!

[@cameronvincent]

In karp I trust never doubted him

[@aupti]

Good video. I like your correction. Subscribed and liked.