The Painful Truth About Tesla and Palantir...
00:00 Intro
00:45 Tesla
03:00 Palantir
04:40 Apple
06:50 Archegos Capital
08:41 Teladoc
09:58 Summary
Here is the Tipranks Apple page: https://www.tipranks.com/stocks/aapl/forecast
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๐๐๐ Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
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I hold a long position in Apple and Tesla.
I do not hold a position in Teladoc, long or short.
Link to my Apple video from March 3: https://www.youtube.com/watch?v=iXDv5fAQO60
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
00:00 Intro
00:45 Tesla
03:00 Palantir
04:40 Apple
06:50 Archegos Capital
08:41 Teladoc
09:58 Summary
Here is the Tipranks Apple page: https://www.tipranks.com/stocks/aapl/forecast
Get the TipRanks Ultimate Plan Here - Affiliate Link:
https://www.tipranks.com/go-premium?utm_source=TomNash&utm_medium=affiliate&utm_campaign=cpa
๐๐๐ Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
You can now book a live 1X1 call with me via Clarity here: https://clarity.fm/tomnashv2
I hold a long position in Apple and Tesla.
I do not hold a position in Teladoc, long or short.
Link to my Apple video from March 3: https://www.youtube.com/watch?v=iXDv5fAQO60
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
Ladies and gentlemen, i got a banger or video for you today. We have so much to cover palantir, incredible news: tesla new price target updates. We have more banks with their hand in the cookie jar, with the archaic's capital, more information coming out. We have apple being downgraded and some news about teledog that have been misrepresented in mainstream media, which i want to clarify.
So a lot of bangers hang tight and if this is your first time here, the pace is a little bit fast as you can see. But it's good, i don't need to click nothing. It's not smash, nothing! Just listen up! I just want your attention. Don't do anything just listen by the way my name is tom.
I used to be a senior financial analyst. Now i'm a full-time youtuber, giving you my knowledge about the stock market, the economics, the financial world, all that good stuff, just listen up! Don't do anything now check this out for the first story of the day we got ta talk about tesla. We have some incredible news coming out with regards to tesla now, as you remember, redbush actually upgraded their tesla price target. Two one thousand dollars a few days ago, including a thirteen hundred dollar price target for the bulk case now wet bush is a known bull on tesla, so no huge surprises there, and this isn't the piece of news i'm about to talk to in this video.
Now, what i do want to point out in this video is that sawyer merit put out on his twitter feed this now sawyer merit has been on the channel before this is the second time he's. Legit go, follow the guy and according to swear merit. This is what happened: morgan stanley pulled out, allegedly this newsletter to their clients saying and i'm quoting. We believe our investors face greater risk, not owning tesla and their portfolios, rather than owning tesla shares in their portfolio, essentially what it means it's much riskier not to get tesla shares these days than actually getting it.
According to morgan stanley, based on this tweet from sawyer merit, i don't know if it's legit or not, but this guy seems legit, so i tend to believe it. But again we need some more confirmation. Now. This is huge because, unlike what bush, morgan stanley are not really well known to be as a huge tesla bull and for them to make this statement, you have to understand that this went through a lot of cycles of approvals lawyers risk officers.
A lot of people had to sign off on them, saying that for them to say that it means they have 150 confidence that this is very accurate, otherwise they're gon na be in a world of pain if this doesn't pan out, and where do i stand on This from 10 000 feet high, very simply in two sentences. First of all, i think that a lot of investors, institutional and retail investors alike - are now gradually starting to understand that tesla should have never been included in the tech sell-off of mid-february. They have nothing to do with the extremely speculative companies that people sold off. They have a completely different approach, completely different business model and they're in such a stage that they're pretty much about to take over their entire industry. Now that is not a bad thing, because for me it represents an opportunity to buy more shares at a better price which i'll be doing this week even more, but you got ta. Do you durian research and all that stuff? Let's move on to the second piece of news, and now let's talk about palantir. This is incredible. Palantir, according to this, reddit post are now being offered a sole contract by the air force nuclear weapon center to provide data services.
Essentially, what it means in simple english is that the air force basically says well, we can ask for proposals, because literally there's no company in the god, damn universe that can provide these services. That is why we directly offering this contract only to piloteer they're, the only ones who can do this job. If that reminds you things, i've said in the past few weeks, you're not mistaken, because i've literally been preaching this. That patent here is the only competitor in this whole new category which it created.
Nobody comes close and here's the cool part. The reddit post, also includes a link to the actual so-called proposal. I don't know how authentic that is, i'm not going to take responsibility, but if this thing is legit, if it's authentic - oh my goodness, so check this out now, this modification will be executed via limited sources. Justification in accordance with whatever rule the justification being only one source is capable of providing the supplies of services required at the level of quality required, because the suppliers or the services are unique or highly specialized.
Oh, my goodness, if this thing is legit, this is pretty much the air force saying well, the only company in the universe that can provide us these data services at that level of quality is piloteer, so no use even asking for bids from other companies. That proves every single thing we said about palantir, and that proves that all y'all day, traders, day trader mentality, people shouting in my comments well palantirs downtown, are completely short-sighted and now, let's talk about apple, and it seems that even apple is not immune from mainstream media. Nonsense and googly goo and the whole story is that morgan stanley reduced the target price for this stock from 164 to 156. Still staying at the same rating, essentially saying: well, it's not 164, it's 156.! If you actually read the entire report, which most of you won't do and i'm assuming a lot of mainstream media reporters won't do you can actually see that in the report they're saying pretty much the same thing i said in my video from one month ago you Can go and check it out that apple is phasing out from hardware to services, margins are gon na, be better.
Growth is gon na, be better, it's definitely trending towards services, and that's a good thing for apple new growth engines for apple are coming, and the only reason that they're reducing this price isn't because something fundamentally has changed with apple. No bad news. In fact, only good news, but because their competitors, their peers, are trading at lower multiples, essentially ev2 ebitda ev2 sales. All that multiples, that's why they think that it should be priced a little bit lower at 156. and if you just take a look at tip, ranks right here, i'm going to show you something interesting by the way i've been using tip ranks for about a year. If you're watching my videos, you know i've been using it in pretty much every single video i do. If you want to subscribe and get their premium package, there's going to be an affiliate link below you'll, be supporting the channel, and now i'm going to show you something. Cool is apple really in trouble.
Well, not really, let me show you so these are the top analysts. These are the five star ones, as you can see, every single one, every single one of them actually has a buy rating with an upside. Everyone thinks that this share is on their price. Undervalued.
Does this mean that apple is a bad stock? Does this mean that apple is overvalued? Does this mean that morgan stanley, reducing from 164 to 156, mean anything no looking at that is really important. Once you read the headlines, if you just read the headlines, you might think well apple's in trouble apple's downgraded. No, the entire community is saying that apple is actually undervalued by a lot look at these percentages. My target price for apple is 170 them going from 164 to 156 is pretty much meaningless.
It's fluff who cares? Oh, my goodness. It seems that morgan stanley have pulled a fast one on the entire market. Of course, i'm talking about the archaic's capital meltdown aftermath. It seems that morgan stanley wore the party that actually jumped the gun before this whole thing panned out, they had a gentleman's agreement reportedly.
Accordingly, allegedly with these other banks to slowly sell off without people noticing, and instead of following the gentleman's agreement, these guys have broken out of the pack and actually screwed credit swiss and goldman sachs by selling 5 billion worth of shares on the night before the block Sales now, essentially, this was the trigger once they did it. The other guys rushed through the door and this whole thing started. So it seems that morgan stanley actually pulled the fast one on credit twist and goldman sachs. But that's not the only piece of news.
Look at who they sold it to i'm gon na. Read you from this article. It seems that they sold it on march 25th, the night before the massive cell securities and look at this. They sold it to a small group of hedge funds.
Now they actually made these hedge funds think look at this at a discount. Morgan stanley actually sold the lemon to these hedge funds, making them think they're getting a great deal. They basically told them. Well, here's a camaro at fifteen thousand dollars and these guys are oh yeah, what a great deal and they open up the hud the next day and it doesn't have an engine, but so do i think morgan stanley will get sued by these guys. I think some of these hedge funds might, i don't know, might have a case against morgan stanley. If morgan stanley knew material information about this stock and they should have told the buyer to beware - and they didn't they hit stuff like, for example, the khmer not having an engine, the other party might be able to sue you. I don't know so we might see some lawsuits from these hedge funds according to what i'm seeing here. They might sue morgan stanley, who knows - but this was one hell of a 4d chess move for morgan stanley to pull a fast one on the entire market.
And now, moving on to another piece of news proving how mainstream media is all about the headlines, the sensationalism and not about the actual news. Teledoc starts q2 with 61 million of insider selling. Oh, my goodness, glenn tullman, a director at teledog health, has sold 61 million worth of company stock. You would think that this thing means that glenn thinks the company's trash him selling these shares right now means he doesn't have faith in the company.
That means you should be selling too, not necessarily don't believe the you read: mainstream media. What happened here in mainstream media is not telling you is that glenn had an expiring option agreement that should have expired on april 30th within 23 days. If he doesn't exercise these options within the next three weeks, they they go away, but here's the kicker. When you exercise options you go out of pocket.
You got to pay for the actual execution of the options you buying shares so immediately. He sold it off as planned by the way. Nothing was surprising. Everybody knew that this is a planned move, so essentially he exercised the shares.
He actually paid some money and immediately sold the stock to cover his out of pocket. So, whenever people talking about insider selling, you got to be careful and see what the real story is, because i think here with teledoc, it's not the entire story. You got ta look at it with context, as always huge thanks for the channel members and the patrons for making this possible. Thank you so much as i mentioned in my previous video.
If you want to submit a question for me to answer either in the private message or through a video like this one, you can join our patreon community and submit questions i'll see you guys in the next video. Thank you so much.
Wall Street has too much stimulation, thats why, warren prefer a office far away from wall Street.
thank you for treating us like human beings not asking us to smash like button all the time. I appreciate it ๐
The truth about Tesla lithium is a major component in nuclear weapons, and Tesla fits the MO of a company the CIA would use to get lithium from countries that would not want to sell lithium to countries that would use it to make nuclear weapons.
Now you know why Tesla is worth more than the rest of the auto industry despite barely making cars at a loss.
Smash my head with a business idea please. I get jealous seeing businesses thrive. Would love to own one. Don't Know how and which type is best and most gainful
I am a fan and investor in Palantir though for some reason most analysts aren't bullish on them.
That Air Force contract is a sure thing Iโm with the office working it! I shit you not!
Unbelievable how you speak about the headlines and yet your headline is sensational… Thanks for information btw.
Nothing exciting about APPLE any more imo. Hundreds of other more exciting companies looking 5-10 years into the future.
Liked your vid, DID NOT LIKE your taking the Lord Godโs name in vain (not that Iโm not guilty of same!). Please consider confessing and repenting, our time is short, blessings, gh
Tom; you donโt need to smash anything.
Me: totally destroying the like button
โโโโLas personas deben estar atentas a estos YouTubers, ya que se pierden el liderazgo con la informaciรณn que le brindan. No tome esto en serio como una inversiรณn, ya que perderรก su dinero. Tenga cuidado, no confรญe, ya que estos chicos estรกn aquรญ para bombear las acciones, mantรฉngase alejado y si necesita un asesoramiento financiero, pague por รฉl y serรก mรกs barato que tomar el asesoramiento de estos canales y mรกs rentable. Tambiรฉn para que puedas verte a ti mismo, mira sus otros videos y verรกs que estรกn llenos de SH.T todas las cosas que dicen que no han sucedido, cada vez que las acciones de Tesla caen, se les ocurre algo mรกs para bomba de acciones de tesla.
Tesla no ahorra para invertir.
Mantenerse a salvo
That is absurd statement about TSLA. Itโs highly overvalued and it will always be there first stock to sell off when tech sells off. Silly comment, yes if U buy it, it will go up but this stock will always sell off, always, this is a buy because of momentum because they will never sell enough cars to match there evaluation.
and Nokia is going to provide cell service to astronauts on the moon. STILL 4 dollars. "you're stupid not to own this stock." fomo only because someone wants to sell.
Down down down, The problem is the Mafia Monster keep holding the Tesla stock price down.
Tesla isn't a mature company yet, probably wouldn't do any better than GM or Toyota (which is way better performing btw). EVs not a way to go obviously for the global economy, future based upon gas powered turbines. Airplanes can't fly with batteries – this is simply ridiculous. Gas in opposite can provide plenty of opportunities. So… Do conclusions
Enjoyed the video. Your presentation has a good pace and was very informative. Subbed and clicked the bell.
The more I watch your videos, the more you look like a wise owl giving wise advice.
Tom, do you think Kimball Musk did the same thing as Glen Tullman when he sold off 26million shares of Tsla right before the correction a few months ago, its was never stated why Kimball did that? thanks for what you do!
I agree with palantir having a huge growth but tesla is going to have some really hard time growing now… so much competition.. audi Mercedes nio xping porche BMW that's just some of the car industry going for EV. everyones coming after the EV market.. its not rocket science… it had a good run. But becareful.. the shares right now is like 1000 P/E ratio… none of you traded for years and years but that's not sound investment. It's like buying Google at 3000 dollars makes no sense.
No bid contract is always bad. If there is only one applying that's a different story.
@Tom Nash
Could you please give me your opinion about investing in ETFs Vs Stocks? My understanding is that they are safer and statistics show that ETFs have a better performance in the long term. What do you think?
Hello Tom. What is the disadvantage of a stock-based compansation such as PLTR? I read an article saying there's a lot of insider selling. Relying on your simplistic explanation as always. Thank you. You're the best!
Hello, you rock, any any chance we could review PTC, it looks pretty solid to me when I look at fundamentals but I am still learning how to stamp my head around financial info. I understand if it does not make the cut for a review still love all the great info you share.
Tom, great work. I'm coming to trust you more each day. I was pretty pissed off about your commentary on NKLA but you definitely saw some exploitable weakness that HINDBERG capitlized on..
fund managers still use "high tech" and "high risk" interchangeably, like if those are synonymous.
listen theirs interviews – they think one implies another like "dah, of course, i just said high tech, i mean, high risk"
I predict your channel will disappear when Tesla goes down in flames as the company is not worth a lot. Probably 0.
Same happened with a lot of people when gold and silver went down.
Enjoy ๐