With everything going online, most companies business is now BUILT on having the most accurate and relevant data, in the simplest and most accessible manner possible. The next phase of innovation in our economy will come from improving our capability to analyse, refine and improve the quality of the data businesses generate. Essentially, we are on the brink of a completely new age where the data we collect from our businesses will be the MAIN growth engine for every business imaginable.
That is why data has become the new oil, and the companies that can deliver the best data, will be the new oil kings of the next 50 years, and PLTR of all companies is sitting nicely in a prime position to take over this market, and I am not the one saying that, Amazon and IBM are saying that. The recent deals of PLTR with both Amazon and IBM is the formation of a 3 headed monster which will compete for control over the world’s most important asset: Data and is primed to become a quasi monopoly in a brand new market that does not yet exist.
For Palantir, 2021 is the combination of a 17 year marathon, a gamble of sorts, one that required some insane visionary behavior and machine like patience from board members and PLTRs investors, which is something I have never seen before. 17 Years of work for the DoD spending unthinkable amounts of dollars on PLTR to research and develop a software platform that Palantir is now slowly rolling out and scaling to commercial clients, is a moat no company can cross, not even Amazon or IBM, and you know what they say, if you can’t beat em, join em.
For me one of the best signs of a long horizon thinking, beyond those 17 years is the fact that even know Alex Karp , the CEO is not trying to hype up the share price, in fact he just did the opposite by going on CNBC and telling people to not buy the stock unless they are in it for the long haul.
As far as valuation, its very binary, you either see the vision or you don’t. Cathie Wood from ARK sees it, she invested almost half a billion dollars into PLTR recently. RBC just increased their PLTR holding by 340% from 170K share to 740K shares, and they are actually a client of PLTR, which means a lot. When your CLIENTS invest 18 million dollars into your company, that says it all.
In my view, PLTR is one of the 2 next trillion dollar companies, the other one being TSLA, which makes me a huge fan and very patient and bullish investor in PLTR for the long haul. How do I get to this number, here is some very basic math: the global AI market is expected to hit 130 billion USD by 2026, and assuming PLTR will grab about 15% of that market, at a multiple of 25X, you get a 500 billion valuation, imagine PLTR will grab 30% of that market? You get a trillion, simple and yet insanely complex.
Link to the full internal IBM video showcasing Palantir: https://developer.ibm.com/videos/palantir-for-ibm-cloud-pak-for-data-walkthrough/
Royal Bank Of Canada reports 339.31% increase in ownership of PLTR / Palantir Technologies Inc: https://fintel.io/so/us/pltr/royal-bank-of-canada
Forbes article about PLTR total addressable market:
https://www.forbes.com/sites/greatspeculations/2020/09/29/palantirs-secretive-business-is-priced-for-perfection/?sh=17c0995743f7
Proof Alex Karp, CEO and Co-Founder of Palantir is only seen in the snow:
https://www.reddit.com/r/PLTR/comments/m7ghoc/legend_has_it_alex_can_only_be_seen_in_the_snow/
Tipranks PLTR analyst predictions:
https://www.tipranks.com/stocks/pltr/forecast
Please note that as with ANY post or video I make this is NOT financial advice and strictly my opinion and may be totally wrong. Do your own research please.
Note that past performance is not a guarantee of future results. Don't assume an investment will continue to do well in the future simply because it's done well in the past.
I currently hold a long position in PLTR. I may expand an additional long position in the future.
This is strictly my opinion, so do your own research and make up your own mind. This is not financial advice, just entertainment, so be careful!
👏👏👏 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

By Stock Chat

where the coffee is hot and so is the chat

31 thoughts on “Why i m bullish on palantir?”
  1. Avataaar/Circle Created with python_avatars Ashraf El Gaaly says:

    Hello 😂 I guess now we all know why you are not a financial analyst anymore 😂😂😂
    You ran this scam so hard on some poor idiots

  2. Avataaar/Circle Created with python_avatars Soni Skic says:

    Just reading a 20B offering anyon

  3. Avataaar/Circle Created with python_avatars Matija Kasunic says:

    Did not age well

  4. Avataaar/Circle Created with python_avatars anzatzi says:

    Sorry, PLNTR is hype. There is no technical advantage in their data mining algorithms

  5. Avataaar/Circle Created with python_avatars Moon says:

    🤞🏼just bought my first Palantir stocks.

  6. Avataaar/Circle Created with python_avatars Adrian says:

    It has been 8 months since you posted this video. But I just watched it today again just to remind myself that I still have time to buy it at a discount. I'm glad I am having time to pile up more PLTR before it breaks! 💪🏽 Are you still buying Tom?

  7. Avataaar/Circle Created with python_avatars Barren Wuffett says:

    Great job man, congrats!
    And a nice sense of humour … allegedly.

    Long $PLTR for the looong term here, just curious : don't you think $ABNB has a chance for a $1 T Market Cap?
    Has the vision, has the network effect, has shown resiliency and has a management at least with grit and ingenuity.

  8. Avataaar/Circle Created with python_avatars Blues38 says:

    But Tom, I'm too lazy to do my own research, so I'll just listen to "the ramblings of a Madman."

  9. Avataaar/Circle Created with python_avatars M says:

    Google IS an AI company, search is just a function of this AI, it feeds the AI engine…theyve been at it since 2001 as a CIA custom software…

  10. Avataaar/Circle Created with python_avatars Jimmy Nox says:

    Awesome!

  11. Avataaar/Circle Created with python_avatars Alpaca Stuff says:

    Fuck you Tom I smashed your like button and you can't stop me

  12. Avataaar/Circle Created with python_avatars Corey Collaro says:

    While watching this video a PTON video came on and I immediately felt better about owning PLTR!!!!!

  13. Avataaar/Circle Created with python_avatars User Account says:

    Now that this video has been here for a month, look at what the claims from these clowns are and where the stock is at.

  14. Avataaar/Circle Created with python_avatars Gold Is Real Money says:

    Palantir and invitae will be power houses in the future, Future Monsters , the new FAANG.

  15. Avataaar/Circle Created with python_avatars Rommel Vasquez says:

    Are you hyping Palantir? Too much skepticism when you always use Cathie Wood as an example.

  16. Avataaar/Circle Created with python_avatars house machine says:

    So undervalued but man so much potential

  17. Avataaar/Circle Created with python_avatars SHAURYA MALHOTRA says:

    The last point really convinced me.

  18. Avataaar/Circle Created with python_avatars Sahir Sachdev says:

    Largest position for me. One thing I wanna know is why isn't anyone talking about key man risk? AKA Alex Karp

  19. Avataaar/Circle Created with python_avatars Ryan Ward says:

    The OG data was Goonies!

  20. Avataaar/Circle Created with python_avatars alechodgin23 says:

    You didn’t even mention how the owners have Option contracts that are set to expire on December 10th, 2021. These contracts were privately bought about 10 years ago. There will be over 2 billion dollars worth of this stock that is going to be purchased by the owners throughout this year as they exercise those contracts before their expiration! BY UP NOW!

  21. Avataaar/Circle Created with python_avatars Paterno Aparente says:

    Multiplying anything by 25 makes a big number. What a surprise. /s

  22. Avataaar/Circle Created with python_avatars Ole Stretch says:

    ?

  23. Avataaar/Circle Created with python_avatars binky wu says:

    Interesting fact and don't hate the data. Google was $1700 January 1st, 2020 and is now $2137. PLTR on these same dates was $23.95 and now $23.07.

  24. Avataaar/Circle Created with python_avatars Will Ness says:

    I'll let plantir sink down to $15 over the next 3 years then pick it up.

  25. Avataaar/Circle Created with python_avatars Kevin&Julia Kim says:

    When?

  26. Avataaar/Circle Created with python_avatars CALVIN says:

    can you do a video of why the top executive are slowly selling their shares? ty

  27. Avataaar/Circle Created with python_avatars Andrew Bosch says:

    Buying, and the bigwigs of Palantir dumping its own stock. lol.

  28. Avataaar/Circle Created with python_avatars Evita says:

    Great information! I am doing my research as well! 😊🙌

  29. Avataaar/Circle Created with python_avatars Jin To says:

    I used the PLTR system to determine the weakness in my portfolio. It says I need more PLTR.

  30. Avataaar/Circle Created with python_avatars D J says:

    and what of game stop?

  31. Avataaar/Circle Created with python_avatars Zac Moore says:

    No no.. he’s actually got a really good point here

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