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In this video, I cover what Palantir is and settle the debate on whether I believe Palantir stock is a buy at the moment.
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Ever since Palantir went public in September of 2020, there’s been a debate on whether or not the company will be the one that will rule the next decade or whether it’s simply another overvalued, overhyped tech company. Yet, while many have been talking about Palantir, there aren’t many who truly understand what the company is, the risks of investing in it, and the catalysts that lie ahead. Even many institutional investors have struggled to understand how the company works, simply because their CEO hasn’t ever explained their core business model in-depth before. After all, the CEO, Alex Karp, is definitely not a salesman. In this video, I’ll cover whether Palantir has the potential to 25X in value and hit a 1 trillion dollar market cap over the next decade. Welcome to Casgains Academy. If you’re new to the channel, please consider subscribing for more content like this, and let’s get right into it.
In order to evaluate whether Palantir has the potential to 10 or even 20X in value, we need to actually understand what Palantir is as a company. Palantir is a software company that does data analytics and forms data-driven decisions. That may sound quite vague since this statement could mean a lot of aspects. But first of all, I want to clear a common misconception, which is that Palantir is a data broker. Palantir is not a data broker. The company does not collect, store, or sell any personal data. It simply uses already existing data to calculate through all the possibilities and formulate the most logical conclusion based on that. In other words, Palantir does not control or collect data. Rather, it is a platform that processes data that is given from existing customers. Palantir has three platforms to offer, which are Foundry, Metropolis, and Gotham. Palantir Gotham is a platform that was mainly built for government defense and intelligence, whereas Palantir Foundry is mainly utilized by corporate clients, such as Fiat Chrysler and Airbus. Lastly, Palantir Metropolis is used by finance-based companies like hedge funds and banks.
When it comes to Gotham, the main value that Palantir provides comes from data integration. Essentially, first, Palantir takes all of the data that exists about a large number of people, which ranges from spreadsheets created by enterprises to less traditional forms of data like GPS devices, video, and map imagery. Then, all of this data is then taken and processed through Palantir’s software and individualized for each person. After all this data is processed, Palantir enables users of its software platform to search for specific individuals and see all the data that is related to that individual. Additionally, Palantir Gotham’s search bar also allows users to search for specific characteristics that they’re looking for or data about what happened at specific places. To give you an example, I can ask Palantir to show me all the crimes that took place on a specific route. Another question I can ask Palantir is to show me all the crimes that occurred in my local district within the last week. Then, I can ask how those crimes differ from the crimes that happened the week before. This kind of feature is extremely helpful for government security. Yet, there’s something even more profound that Palantir allows for, which is the ability to analyze all this data and come to conclusions. In addition to data integration, Palantir Gotham allows users to test hypotheses to find out which hypothesis has the highest likelihood of being true. Testing hypotheses allows users to find out where potential traitors are and other people who are deemed dangerous to the US government. According to a leaked document dated in 2013, the government agencies that used Palantir included the CIA, DHS, NSA, FBI, the CDC, the Marine Corps, the Air Force, Special Operations Command, West Point, the Joint IED-defeat organization and Allies, the Recovery Accountability and Transparency Board and the National Center for Missing and Exploited Children.

By Stock Chat

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31 thoughts on “Palantir analysis | why the ceo thinks palantir stock will 25x”
  1. Avataaar/Circle Created with python_avatars Ava Sophia says:

    Mrs Charlotte's is legit and her method works like magic I keep on earning every single week with her new strategy

  2. Avataaar/Circle Created with python_avatars Adrian Bräysy says:

    A guide to investing in this stock.

    Karp's hair grows bigger: strong buy

    Hair stays the same: buy

    Karp cuts his hair voluntarily: Hold

    Hair falls off: sell

  3. Avataaar/Circle Created with python_avatars Evans Wooh says:

    Only 2.8X in five years ?? 56$?? Thats not even 1/6 of Snow right now are you kidding me? Im selling all my shares on monday.

  4. Avataaar/Circle Created with python_avatars Patrick S says:

    Great vid. Only thing I disagree with you on is the bull case. I think pltr will see exponential growth over 40% once corporations see the value.

  5. Avataaar/Circle Created with python_avatars Eugene Sanchez says:

    What edge do they have over more established companies? like Google or Microsoft whom have decades head start of data?

  6. Avataaar/Circle Created with python_avatars Evgeni Georgiev says:

    Their business is growing like crazy. It is also a unique company with a lot of product margin.

  7. Avataaar/Circle Created with python_avatars Roman Bryant says:

    This video was so detail oriented! Made me want to do more research on PTRL and possibly invest. Keep up the great work man, your articulation is second to none!💯

  8. Avataaar/Circle Created with python_avatars Doom Shallot says:

    PALANTIR TO THE MOOOOOOOOOOOOOOOOON!!!!

  9. Avataaar/Circle Created with python_avatars magic cards 2000 says:

    $100B marketcap maybe, $1T no way

  10. Avataaar/Circle Created with python_avatars Smooth Rider says:

    Cool. They can team up with Tesla/spaceX and Boston Dynamics and boom, real life Skynet®!
    Orwell would be so proud!

  11. Avataaar/Circle Created with python_avatars Nikø Stark says:

    To be honest I would be happy with 5X haha

  12. Avataaar/Circle Created with python_avatars Dylan Sago says:

    Companys overvalued the CEO is off his meds

  13. Avataaar/Circle Created with python_avatars chill ecommerce says:

    Good analysis and I do like the business model but what's stopping a big company from just creating its own in-house Palantir? It will cost a lot but its do-able

  14. Avataaar/Circle Created with python_avatars Paige Harris says:

    😍As of November 2020, I have been investing in dividend stocks and dividend stocks only. $100 is transferred into my Robinhood account every Monday. My portfolio currently has a 3.42% dividend yield. I always try to invest in stocks that have a higher individual dividend yield than my portfolio's average. Therefore, assuming it stays the same this week, I will only invest in companies paying a dividend higher than 3.42%. So far, I've made a 6.7% profit on my initial investment with Elizabeth Wilder Richardson. Her delivery percentage is A-List. Her n@me is on the web_

  15. Avataaar/Circle Created with python_avatars Douglas Berard says:

    It's not going anywhere until PTLR starts earning a profit. Alex Karp keeps squeezing every last dime out of this company leaving nothing left for the shareholders that he hates. He gives himself $1.2 Billion in vanity pay totally off the backs of the shareholders, while Palatir has yet to earn dime #1. I had 2500 shares of PTLR and was stopped out @ 24.30, it's now around $22 and dropping. Good luck suckers

  16. Avataaar/Circle Created with python_avatars PunjabiLion 007 says:

    The stock price went up from $20 (05/19) day this video was published to $27 a month later (06/28). It's back down to $22 on 07/12 – exactly following the pattern of Karp's hairstyle 🙂 Definitely heading into buy levels < $20 very soon. These marketing + educational videos made for a commercial purpose can truly convince large crowds to enter into any rat race.

  17. Avataaar/Circle Created with python_avatars Douglas Wynn says:

    Thiel and Karp are pillaging this company….look out belooooow!

  18. Avataaar/Circle Created with python_avatars pshoan says:

    Sounds fake to me. Here are my 2 reasons:

    1. Their customers are mostly Government agencies. Why you would ask? Where are the commercial leaders? The reason is Government agencies don’t have the type of talent required to build their own sophisticated data model from scratch. It would take 3+ years to get to the basic version even if they could hire people.

    2. Their growth outside of Government sector is questionable (read above) and solely depends on the talent of their sales force. But here’s the deal. I run a few tech companies myself and one of them services $1B+ clients in the US as consultant and software developer. Not a single time have I seen a private company letting an outside data company come in and integrate into its core. Privately-owned companies want to maintain their own systems, teams and data. I don’t think PLNTR has a shot in this space.

    Honestly, I didn’t see anything magical in this video. Any capable software company can build their model within a few years if that was a priority. I don’t see anything proprietary other than the time they have invested.

    My 2 cents. Maybe I need to research PLNTR more, but for now that’s what I think.

  19. Avataaar/Circle Created with python_avatars Wolf Man says:

    I have been following this stock for the last year. Fairly volatile. It is on a run as of the last couple of weeks. Peter Thiel is also involved in this company. Your breakout is interesting based upon Sales vs. Earnings. Typical tech company early analysis. Like the dollar cost averaging approach and appreciate the business description and breakdown.

  20. Avataaar/Circle Created with python_avatars Archons says:

    how? they're losing money like crazy and they still fail to make it profitable

  21. Avataaar/Circle Created with python_avatars Tengjiao Cai says:

    manipulated stock, management still selling, trap

  22. Avataaar/Circle Created with python_avatars Red Pill Vegan says:

    25x would be over 1 trillion market cap

  23. Avataaar/Circle Created with python_avatars Capitalizing On Dumb Money says:

    With that hair they almost there

  24. Avataaar/Circle Created with python_avatars DirtyMeatball says:

    Every CEO believes their company's stock will 25x in value lol! Cathie Woods just sold 700k shares of Palantir last week!

  25. Avataaar/Circle Created with python_avatars Abbass Hussain says:

    So, basically, Palantir is the dystopian nightmare I can invest in? WTF.

  26. Avataaar/Circle Created with python_avatars Eugene. L says:

    Karp’s hair is indicative of $PLTR’s stock price: spike then drops but then spikes again, definitely HODL

  27. Avataaar/Circle Created with python_avatars xxxstephensxxx says:

    This may be the best "non professional" analysis I've ever seen.

  28. Avataaar/Circle Created with python_avatars Michael Wescott says:

    Yeas, in the next 75 years……

  29. Avataaar/Circle Created with python_avatars Tyree Cobb says:

    I believe that PLTR has the potential for huge future growth! Thanks!!!

  30. Avataaar/Circle Created with python_avatars Jefferson says:

    Einstein had crazy hair too, I think I'll hold until he gets a new hairstyle.

  31. Avataaar/Circle Created with python_avatars Holy Gucamole says:

    if karp shaves his hair im selling

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