Wow wow wow Wow. What an earnings call from Palan Pier All my goodness, the stock price is currently at 18 and a half dollars as of the making of this video. giving it a nice three percent. Spike Not anything unusual, not anything to write all about.

not explosive three percent increase. But the one thing I have to explain here is that these earnings this earnings season is not forgiving for companies to screw up. Every single company that have screwed up in this earnings season paid dearly I Can name a few names, but there's no need for that. The fact of the matter is, Palantir is up three percent after the earnings means that Wall Street studies it digested it and it said well, good point here.

Keep on doing the good work. You're right on track. Nothing explosive came out of this obviously and also nothing negative. Good.

Keep on going. keep on moving. keep behind the ball. Very good.

So this is not something to basically start posting Victory laps over. As far as all palantiers, none of this. Good job volunteer. Good earnings call.

Great performance by carbon team. We'll talk about that in a second. Absolutely phenomenal delivery on the presentation side of the things which is something I was asking for for months for years to palette here, this was hand styled the best earnings call by Palantir as far as comfort, ease of presentation. Harp was in his element He was killing it the entire fall.

He was making fun of analysts, he was joking around, it was delivering value. He was basically knocking it out of the park. Sean Was terrific. The entire team was absolutely spot on.

They came prepared, they were relaxed. So hands down the best Palantir call to date. Very impressive. Now more on the financial side of what happened in the school.

Number one. Obviously we have talked a lot about the potential of SNP inclusion. I Don't think I've heard anybody from Palantir talk about S P Inclusion as much as they did in this call. I Think they mentioned Sap Inclusion at least 10 times or more.

This means that they are now on the path of actual Sap enclosure. This company and the team would not have mentioned S P Inclusions for so many times if this wasn't honestly on the table. Now the conditions there. Just the dry conditions to get included in this.

V500 is so the company that four consecutive quarters of positive Gap basically be profitable. From a Gap perspective, four quarters in a row. Pilot here just did the third consecutive reporter today. all they have left is one single quarter to be eligible.

It doesn't mean they could be included, there's no guarantees, but the fact of the matter is they will be eligible in one quarter. And they've said that the earnings call they expect to have another stability quarter way ahead of time. By the way, we expected this in 2025.. So nobody's talking about the fact that Planet is just basically beat the they're all the stupid like two years of achieving Gap portability early.

So the fact of the matter is, management mentioned that multiple times Makes me think they have a little bit more on the inside track of what's going on. So I think they're pretty confident on that SNP included. That's a very important thing because Sap Inclusion means that all the institutionals, all the companies that cover Palantir and are basically looking from the side getting interested will be much more excited. It's really a lot more money going into Pilot here.

So SSP Inclusion: Remember what they did to test that? It's probably going to do something similar for Volunteer if it happens. At this point, we're literally one quarter away from the potential That happened. Very important. The other thing that happens for the first time in history since: I Remember Volunteer that management has announced that they're going to do a One billion dollar buyback.

It's a huge thing. But before you jump off your chairs and get all excited, Nobody said one billion in a year. Nobody said one billion in 10 years for all I Know this can be 1 billion over the course of the next 25 years. They haven't set a time frame for this, so nobody knows when how much.

So this one being million is just a declaration of intent. It's a framework. It's nothing binding. There's no Clarity on how fast this happens.

Now, as far as the buyback is a good or bad look, the arguments In either way. On the one hand, you might make the argument. You know that buying back shares is bad for the company because it's taking away money from. you know, putting money back into the business by you know, investing less than R D investing Less in Capex capital expenditures.

Basically, if you're giving your money away to the shareholders, the company about buying back shares less money is growing into the development of the company and they totally get that. But the company like product here, which is free cash flow. positive. For years they're making money, they're generating cash flow and they're sitting on three billion dollars of cash.

They can use one billion of it over the course of the next 10 to 15 years. I Don't know how long to actually show Wall Street Show institutional investors that they think that the share is cheap because that's what the purpose of BuyBacks is to show institutional investors that you think as a company that the share price is cheap. Now we're getting to the more interesting part. Carbon Team talked about 5 000 AIP clients in 10 weeks.

Absolutely insane. Just get these numbers. and they talked about three times that number. being interested in it right now, kind of working around the process of being on board.

Absolutely insane numbers. now. More important than that, besides the potential of AAP which is absolutely out of this world, we'll talk about that in a second is the carp drop a massive bombshell on the skull and nobody noticed. He said, hey, we're now aligned with the I.T Departments of companies for the first time in history and we're seeing unprecedented interest from ID departments.

and you guys don't understand the scale of opportunity we're dealing with you and we're linking our future stock based competition of all employees to AIP success by him saying all these things, what it actually means is companies are no longer basically battling Palantir. Back in the day, Harp himself set out our biggest challenge is the point of contact the company's ID departments. they don't want to let us in to Showcase to the management what we can do because we're going to make them look bad their own product. Whatever they built, it's not going to hold up against our stuff so they're blocking us now.

They're saying well, the ID departments are basically asking us to come on and because they need us. Exactly what I said a year ago was going to happen I said a year ago, go back into my video I Said at some point not having Palantir is going to be much worse to your job than hiding the fact that your system is not good enough. It's exactly that moment just happened right now. Massive massive development.

Volunteer carpal Services said hey, we're not for sale We're decades ahead of everybody else. We're educating Market about the products that the market actually needs and we're going to be the world's most important software company in existence again. You combine all these things he's saying, hey, we're the best in the business. We're going to be a massive Behemoth of the company.

You ain't seen nothing yet here. Not nothing you haven't heard in this channel before a million times. Of course we have 13 Revenue Girls, Look, it's not as good as the previous quarter, right? That 18 in the previous quarter. So there's a declining Revenue growth here for sure.

It's not amazing. You have to take that in context. in the context of this macro environment, these interest rates this economy 13 double-digit Revenue growth is fine I'll take it. Obviously, when you have 38 customer count, it's even better.

And when you have 31 International Revenue growth from governments. Which is the point with the Qcl companies that sort of volunteer that governments outside the United States especially you know from Europe Kind of apprehensive about working with them. Now we have 31 growth in international governments. Massive move for volunteer top 20 clients.

Keep on killing it. Car at least 15 percent up and that's 53 million dollar per client for the top 20 clients. Massive numbers. but there's also in the keyless heel year.

It's a double-edged sword when your top 20 clients are basically in charge of about half of your Revenue It's a huge Thailand concentration risk which is very dangerous for the company. This is the point where I like that it's a lot of money without a lot of cash flow. But also you know when power plants are responsible for 50 Revenue you got to be careful with that. That's something they have to be careful.

Obviously, with retention of 110, not a lot to worry about. Retention is flat. If it hasn't gone up, it hasn't gone down. It was 111 the previous quarter.

It's okay, especially when they're guiding for 2.2 billion dollars. Absolutely insane. Now what I do want to talk about here and it's really important is the share price. Now look the share price calculate 18 and a half dollars.

I'm not gonna plug anything in this video, not make in my plans, not my Discord nothing I'm just going to let you know soon I Don't care if the share price goes to 16 15 or 25 tomorrow or next week or next month I Couldn't care less if I think that this is a one trillion dollar company and you just heard pretty much harp and loot to that on that call. why would they sell now? Why would I panic if it drops? The only thing I'm going to do is this: I'm not gonna Panic sale I'm not gonna Live phone I'm not gonna buy a lump sum if it dips tomorrow I'm not going to do anything crazy. All I'm going to do tomorrow is the same thing I've done day before. The same thing I've done the day before.

break my coffee, put on my underwear, buy some palantir shares. That's it. If the share price goes below 18, I'm gonna buy a little bit more a little bit more and the share price goes below sorry above 18 I'm going to buy a little bit more, just a little bit. So very simple.

Initiate Dollar cost average below 18 by extra above 18 by less. but VCA No matter what happens, why 18 I Have explained this multiplies for me: that threshold is 10 below the 52-week high of twenty dollars. For you, it might be anything else, but for me, that's my way of creating a weighted average around. The share price is going to bring back my price.

That's the whole system. I Use I'm not going to buy a lump sum I'm not going to put in 150 000 in the palantir tomorrow. I'm buying palantir every single day. every single week.

every single month. no matter what happens with share price. Very simple. Don't forget that message.