Palantir JUST Proved it is a $1 Trillion Company
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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.
👏👏👏 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 have a long position in PLTR.
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.
Edese staan met deze regio's 7e james compleet die en de de redder. Der hidde in plain sight, met een de cue, toe financials, apparatuur hef course. Mains jubileum is dit: maar een, od, dus; wanneer; u budgettair en bibi great piano's demon, het dakraam en duurzaam en de legal work; michels min maar hoe, dr minst remedie, je wat ajacieden de word, hij zag hoe de van angels' lijst use this year. Les cordes en wat ik ook hoe fijn en de salaris knowledge reed en hou van de show de show us if you want it.
Dan klik snap ik dan arnoud in doos met netting dat subscribe de nothing new courses, nou swatches na een of dbs hij heet wat ik poesje die troon in derde video motion dus. We platform als youtube rijdt de oliepiek, a few of us your attention, because this is why deining bij alsof het werk schandlijk in sitges thee met me. Your attention is die, ooit, dingen, die, ze, led gestart, zo, sommige, meting die, hiertoe heipalen die hem services and a heavily ridders en politiek en de first hen. Om gezag about is naar ik woon in vaak iets en necker kubus is een against a company that i adres omdat de abc ring.
Helios zijn, pallieters de beste ding sense live spotten reisjes en windows show is de vaak de this company is extremely reliant on de top van die kleins de client relation eens in detail. Let it snow, zo, dun dat ze. Let me guide you because you we, they should get de mooi manier deriving from your top classic major business during bedden rijk en in de wie. Er is van het correct, but this comes het tipping points earn points were hoe.
Je hebt um het strand en de hendel, every single klein, je business, become chique in mage en dat plaisier het winnen quinny vn de die, hier hoe de trap, mannequins jerry two thirds of de business dat zal zo hard nou de reality was dat de risico's door. Sixty van procent of their business geen voor de top 20 lines and magical havens en bank lightly. In my opinion, deel prees onrust en l'escala michael zusje, hi na accepted and can be justified and specially developed a software as a service scalable software business. That case, which should be seen this too many clients, dominees homoseks, die persoon of the business of sixty.
One now has much to see and improvement in disc word: ik was de haven, zij de woorden bother you one shot: dit monte college nepal de numbers site ook ding taart of wanneer er iets mis was serie mijn miljoen dollars per klein hoe. We steden en page 20 zeven op de financials en mijn moeder planeet by twin-set seminar, 1 miljoen dollar coming van de top 20 likes in de kast 12 month. So you to win it when the one 100 miljoen aan of my point to be lynn, miss sixty seven procent, nou, succes, ik, sprong, sectie van beesten, kleur bad. But it's a la ben niet emerging to reach us klein budget appel een klein should be making les of de toon procent show de revenue for sure power'.
Before i go crazy. Een cadeau tip wit, wordt dus jim, is echt doormidden ketens dus een, auteur van de serie en series wat de wanting hij dit nodig in de financiën is dat de ciampino longa and the clients of het en procent of de torah in moodstreet dit heft in 2020 De first time no more clients, op het m procent, zodat, ze, slapende reductie de editing, is de essence of drivers die door. De religies naam is paul. We denken symbool voor de o p q in zijn channel members, injectie dolby smarties en hij won je bloeding opnieuw salesforce en in uw instructeur en altijd de staf tegenhanger in de patio, mans wie emma heeft haar de basis de lead time, ik wil, je setting up De salesforce en bid mijn yogi's zien en, is er een revenue. Mijn chef, docenten system install the system. Heks die bril en gelegd de money. It's probably six months to hear zover deze, dit doen right now, het palet hier in la compagnie for business and pound twee voorbeelden waarin, we de kolen, whatever de effort, is hem in de hal ever de woning biedt to be medium size. This programming de conditie en de ender de chablis religies modulatie, is wanneer iemand.
I want you to zo heb ik. Dat conservation right now is be affected by whatever efforts to upgrade to make it better. Zo gigabyte was given more time quick time. Events mijn vriendin, carrying out en je salesforce en actief.
I think the modified and kill you see. De de fish river nieuws, however, not have to use de alarm giving and mason ding is de kiem out of this presentation. At the first in de mri taxi wat, wil mam dit is een. Chris right before i like procent is 3 presse wat een, lieve mooie prestabo is de vaak de remaining deals, logisch kakje triton 5b en dollars.
We de navajo for use by kanker dat niet het dikke is er. Een terras met een experience and doing and get hadden een. Serie 5 miljoen just van executing existing harddrugs, hey hallo 750 miljoen per uur voor de niks for use. Even if they don't get een, nieuw deals, voor voor you'll be closed down.
De salesforce den ijssel die nogal creëren een gaan in serie 5 million per year, which theorie die, hem granty, voor, niks voor, use that simply free percent of the higher avenue dat ik geen reden in 2, twin plus one point to be deed: ik, heb, ej, procent, Armen bnp hier green tea, just b zondig is een, cartridge de god, een, cel, nou, diggle ballistic. That's why medicijn de reddingboot is doe. Je mee higher than the initial guy en ruwe de wel een exploit, is nog een mix, tussen de wielen get in the presentation. De us, commercial business group een mijn die procent in de led zou zijn meest en riep god dammit single ii, hr de global business de commercial dat is dit loopbaan any person like you only by tony procent, it's not fair, and they won't.
You think. I'm too many ik procent brood onder commercials, zijn voor de firewall, is in seliga naliet het zweet bird en de 19 % dha in de fresh boarder zo dik broek van mijn team, 20 % of the commercial sector, rood moet, je suis le impressie wat. Even more impressive ik, je dik de financials, you find a decline and tradition beest en geography, isaac's kering burg, dat 50 % of the business coming van de us in de privé escort ofzo de wijn die seks, procent van rest of the world with murder' deadly six. Procent en rustig de wat is er gary winterse en het 50 % of de us is actie daalt of 50 3 zo die uw site, geen dan bij fibres and rest of the world game lab pepers en in de single wat, er het meeste de game. More global voor shirt, greek het saai en course be hard to do what would go on whether that structure? This company is killing zo d-star en de hier, we toen haar het mieren in them. Now they have come what they just be paid model over aids. Now gio you to financials comes out. You can check my anders dassy rode bbp de toen, het, milieu d dan ook jackshit to know, but let's een semi press of even considering that they have to buy free b en een paar shilling de bank en de asystolie.
Bilitis restjes is one two three free more easily be nice to build free, be in de bank en know that if you wan na commitment of the guardian management, je kunt enkele dus is het. Tekstboek of haal management shoe tree branches en van architectuur. Dit ding is een plusje en des bières, gentle en ik denk dat sem presser en gaan zoeken, just in de sector in de freeman's van maïs te doen de bar het mijn hart en twinnie 5 miljoen of deals, dakloos ik, geloof, mijn, hart waar, je familie en In nieuw wiel flow in those dreams, dat seventies, 7 % of the dead revenue of dwight wanneer een. Just riemens en is wreed heinz moordende wielsloten carried out in cue toe of les hier drie haar interessante zo free ex de mannen viel flauw en de beste theorie die gb in twee koren s, parijs nieuw, design, je kunt zien wat dit ding is koning, was de Reviews catch up with new deal swings: zijn die, heb, ik, zie, junior billing, je kunt zitten dus gewoon heb, je combinaties met two tree for being hierna mapping, theoretisch basic een generation business door.
Ding is de katoen de jewish en op de kanker en de heksen collection and, of course, wie het adres een, cijfer, stelling heavy grant in de korf het school de de management. This came up again and in fact this was the most holy budget. Bang van de website, before the convent school en am looking for this again because this module video's works, plein, houding words or until you is dat, alles car has free schedule, sales op options at the exercises to pay the tekstblok pickles is x en sleeking tekst. We dat zien in iemand, dat, nog de point of barbecue de ding is en dit is mijn.
Zuster is much, is het, is een, mooi dus, die 600.000 chips, diens alle, clockwork, chicks, aan de 1600, anders iets anders aan de heer wickham. The exercises you see de sneeuw from my busy kreeg driving device dan, yes iets, er, nooit, iets, aan plussen en minnen zit nu in c, je wel. I just want to see them bc geseling church in the cure. No de backstory, however hij doe en ik leer van wiping wat ik denk dat alex karp bescherming week doen, we je hutchens weg doen wat, starbase competition, waar de reader service, daarna dat ze, hadden van kwastje best for you to bike moet, je cel de rail cortina, Hier doe dc usa 6000 ik zou zelf en de bcl smeer het oude kamphuis lesbrief in de company kust familie, that's what in zijde stelling is all about een. Zijde stelling is een indication. Dat de management is een. Hebben. We de company of dus een, cdc, manuaal uw potential is dus de case wood alex karp nou, wat, er, is', overcompenseren door, naar g sales, arts, truc liet ajax curve en prescan job zo het means nothing on his vision about de groter de kampen iets annoying en Je kunt zoveel plannen duur is een ging, too much and scanning way to my starks en starbase competition for sure and digital jeremy, kunt zijn en die schiedam want het, was een kam en gps, om mars dus management.
That is why i cannot mad argument. Het alex karp exercising with options and doen prix special sales to pay tags. Beeld is en indication. Wat is believen de kampen duits compleet nieuwe wedstrijd pingen wan na make you wan na make en de standen boek dat hij sales heeft net ik bedoel het is believen de kampen.
Nou het might not be great if you want a so much options: tijd voor, je te zijn. In my opinion, that is not berg en jasmijn binnen mijn binnen mijn bureau, maar ieder ander met mijn us deur usage, mick de chauffeur, stap naar van ysselt wijzers just got to dinner. At denk, je ze met je geen jammie cheryl tuncel numbers de beetje suites hij de blaas en de zo'n, goed idee, johan john 5-bak, smart en jubel en channel voor me staat, een 5 en branddekens en alles want als een channel members. Les.
If you see this for think so much to see you tomorrow.
How can we see when the Pre scheduled sales of Alex carps Shares are?
For a company to have such a strong balance sheet, be SaaS, and continue to experience steady growth. This is a gem.
Hi Tom! Just bumped into Datawalk who bluntly state that they are an alternative to Palantir. Have you read about them? Their market cap is less than $1B and seems to be based in Poland. Any thoughts?
1 trillion dollar company – They sell treadmills. God this market is so stupid.
Setting up sales force takes some time! They have nearly a billion in annual sales already booked for next 5 years! They payed back 200 million in debt! Wow! You realize that a Thrillion are 1000 Billion right? I agree this is the rambling of a madman…
It's gonna have to go up exponentially in a very short amount of time to reach this $500 price since all it does is trade sideways
Hi Tom, can you give your thought on Palantir $50M worth of gold purchase recently?
There is no stock I hate more in my portfolio than Palantir. Such a frustrating stock but the long term potential is undeniable.
I am a vendor, you think i go after small clients? Hell nah. If they come to us, cool i be happy to take care of them. I am spending my time going after big clients who is going to provide me 5-10x recurring revenue.
I would not have so much fun shorting PLTR if there where no people like you encouraging people to buy this stock. Love shorting reversals on PLTR to people who chase highs
I wouldn't worry too much about Palantir's scarcity of major customers. They are well known for their contracts with American defense and intelligence communities. That tends to be very lucrative.
You can thank the UK for that ROTW revenue bump, they really saved the governments arse with the vaccine rollout and hospitalisation data aggregation.
Palantir reminds me of Network General back on the 90s. They will never be fully appreciated and the stock price will never reflect any sort of market appreciation. News and hype IS THE ONLY THING that can help here IMO. Plus the shorts are on this ticker like white on rice….HF magin calls will give this ticker the short term pop that long traders are waiting for. Bagholders, be patient
Thought you weren’t pushing anything… until the end, had to get the patreon push in there?!
The company just went public and there are already 1 billion shares outstanding does this concern anyone?
Great business with great potential but the valuation is just stupid.
THIS IS NOT A JOKE: I literally had a dream last night that I was dating Tom's gf, (who, if exists, i've never seen) but this was a person I've never seen in my life, very pretty. She was cheating on Tom w/me, We were in my old apartment, Tom was in the next room chasing stocks. He was nothing but jovial about it. I told him, "You have the most digestible info on youtube. I can tell he didn't like me but was still nice. And the chic kept calling him, Tom Sweetie…How wild is that? Maybe i'm watchig too much Tom Nash? Maybe I'm gay? You have to do you're on research, come to your own conclusions (THIS IS OBVIOUSLY THE RAMBLINGS OF A MAD MAN), allegedly…
Bad company from investment perspective. The stock keeps being diluted
Palantir is my biggest holding! Waiting for the rocket to take off.
Hey Tom any opinions on SPIR? They will ring the bell this year. They are a space data analysis company, would you any predictions for this market? Love your work!
hey tom, consider DD for $CLSK, very underlooked clean energy/btc mining stock.
The FDIC contract competition started with 33 bidders. It is finally down to the Final Four. The contract will be undeniably massive. If Palantir is awarded the contract, they will then have one contract worth more than 10% of the total. Is that a bad thing?
They had $1bn in new sales and added a lot of new customers. With SaaS companies, you can only recognize that revenue proportionally over the time of the contract. Therefore it would take some time to see the revenue concentration among top customers go down. But based on the new sales and number of customers they are adding, they are well on track to do it. I'd also say rev concentration is less of a risk for a company like pltr. Most of these contracts are multi year. Plus, It's not easy to rip and replace technology like pltr. Takes years and $$$$ to do so.
I love the company but you have to have some criticism because no company is perfect. The thing that stood out to me was the surprising attitude (to me) when they said in the conference call something to the effect of “idk why they don’t know about us it’s not our problem” yes it is! I and it’s always followed by “ask the companies that are with us”. Other than that I like the company, but they have to have a different attitude if they want to grow.
Great video Tom. Thank you for believing in Palantir and Alex Karp.