Hey everybody: what's going on, welcome to palantir day we're just about one hour away, sharp on my clock from the earnings for quarter three excited to be here with you all. As you can see, we have a very nice run-up so far in pre-market. So, basically, i think one of the most volatile stocks in the history uh is now headed into q3 earnings. I i don't really pay too much attention to what's going on um before and after there's a lot of speculation going on.

So i just want to say hello to a few people right now in the chat that i'm seeing already, i see greg here, uh we we have uh sasha, my good friend sasha, if you're watching the stream. By the way, i need you to be my agent to tell me when the actual uh announcement goes out. It should be around 8 a.m, but since you are always on top of it, if you see that it's posted, let me know so we don't. You know keep talking while it's already out there, so drop drop, a comment if you can see it and by the way, if you have time to swing by - and you know dial into the chat, uh definitely uh would be great greg as well.

They i extend the invitation for you as well, and people are saying it's live ready. Let's go check it out. Let's see if it's live, can't see it was it filed, can't see it on their website, at least not on the website. Um did the pr notice came come out um? Yes, there is a recording daniel, i think we're going to post it in the patreon, the i'm guessing throughout the day today we're going to post the recording uh.

I have some russian friends in the in the chat as well shout out to the 430 people who are waiting here patiently for their purse to come up. I don't think it's out by the way if it is out - and it's not a troll attempt greg. I trust you and i trust sasha. Let me know if it is out or not.

I don't think it's out yet but uh. I believe that they posted that the paletaria investor relation posted is going to be 8, am sharp, which is in one hour, but i'm here to talk a lot about what i think is going to happen in the in the earnings and also debunk a few myths That i've seen this week come up, uh, yao financial, says eps. I think the four cents per share was the anticipation it it's uh, it's the expected one fabio, so i at least i know four cent was the actual anticipation, but maybe you know maybe somewhere. If somebody sees the information already, let me know uh, i haven't seen it uh so far at least, but you know once it comes out we'll see it.

Uh sasha says not seen it yet want to release the data ahead of the call, like everybody else, uh fair criticism by the way couldn't agree more. Why not? Let us you know mull it over before we go to the call and by the way i want to say thank you for burkito. Thank you. I love you too best from chile.

Thank you so much. I appreciate it. Thank you for the super chat. Uh super donkey.

There's no need to super chat by the way everything is free on the stream. So don't feel obligated to super chat. I'm reading every comment. I can there's no super chat preference to comment so don't waste your money on this.

Let's just uh sasha says it's out good sasha. Can you send me a private message here? Okay, i'm going through the investor relations. Let's see, if it's out already, i love sasha so much. He always tells me the right information when i need it, but i can't see it under investor relations.

Where is this dude? Why is it? Are you sure it's under investor relations, maybe on the news? Oh yeah, it's out the highlights are out not the actual release. Right the highlights yeah yeah i've seen the highlights, okay, so by the way, uh, let's, let's uh, say hello to the 827 people, the chat. So the highlights are out. I believe, sasha.

Thank you for this. I appreciate it uh yeah yeah. Thank you. Sasha, i'm gon na pull it up on the screen right now in a second for you guys to see, i believe the highlights are out, but not the actual filing, at least not as of yet.

So, let's take a look at the highlights. I believe this is it yeah. I think this is the highlights. Was this what you're referring to sasha? I think so.

So, let's go over it together and, let's check out what we have in the highlights. So q3 highlights not the actual release yet, but just the main points: total revenue grew 36 percent year over year, 392 million. So basically we had a an increase in the annual growth, i believe to 36. I was looking forward to 30 percent, so anything above 30 for me is a big win as far as year over year, revenue growth, so 36 percent is about six percent higher than what i anticipated and i had 34 new net customers in q3, which is not Something out of the ordinary for this company, i mean they seem to have really nice client acquisition, commercial customer, ground growth, 46 quarter of a quarter, um, that's actually quite exciting, and although i would be interested to see okay, this is this is this is the number I was looking for the the count of the commercial grow company.

Customers is very nice 46, but this metric is actually even more exciting. For me, u.s commercial revenue grew 103 year over year. I think this is the big bang. This is the big banger.

This is definitely it by the way shout out to previnta lurie for becoming a channel member. Thank you so much. I appreciate it shout out to the hundred. Why is to the 1026 people in the chat right now? Thank you pravin.

I appreciate you joining the channel membership uh, so basically, this one is i'm i'm 103 year-over-year commercial growth, which is, if you've been on my channel for a while you've seen sasha you can validate me on this. I've been saying the commercial side is, is gon na increase exponentially? It's not gon na be a linear growth in the commercial side, so we're actually seeing the initials of it. A cash flow from operations, 101 million 26 margin. Very nice, uh adjusted free cash flow, 119 million, again, 30 margin very nice.

This is actually what i'm really excited about: new 54 one million dollar or more deals of them about one third. Well, sorry, more than half are five plus million deals and 18 10 plus million deals. 54 deals. That's insane.

A total remaining deal flow grew by 50 to 3.6 billion. Incredible sasha. Are you seeing this uh? This is really like wow. This is impressive.

This is hell impressive. This is one of the factors i was keeping my eye on. As far as the remaining deal flow, uh gap, net loss - who gives a i don't, i don't give a uh everything per share, don't give a sorry. I know some guys here care about these metrics.

I honestly don't couldn't give less about the the net loss or the the earnings per share. I mean it's just i'm not a day trader. I don't. I don't care um.

Q3 q1 highlights so total revenue grew 44. Year-Over-Year 1.1 billion so far, uh they're about to break through the 1.5 billion that they have. So i think the record commercial customer count: 135 increase since end of year 2020, a cash flow from operations, 240 million, 22 margin, adjusted free cash flow, 320 million and okay. This is uh.

Revenue is up 36 percent every year, almost at 400.. So the closing in on the on about 1.5 billion, which is the number i want to see - 1.5 um yeah, okay, adjusted ebitda - i mean nobody cares. I don't care about. I just did with adjusted net income.

I couldn't care less. I honestly don't care. This is the q4 outlook i really wanted. I really want to see this, so this is the q4 outlook and remember they keep sandbagging this all the time they keep sandbagging this.

So they get better result. I have to criticize them on this q4. 20. 21.

We expect 418 million in revenue, adjusted operating margin 22, so they they again they're sandbagging. I think they do 450 for 60 next quarter for sure uh full year, 2021. 40 revenue growth. 1.5.

You remember, i said 1.5 billion yeah, that's on mark! That's not sandbag! That's a mark! A raising outlook for adjusted free cash flow to 400 million if they make it it's going to be held impressive, a long-term guidance policy, annual revenue growth, 30 percent yeah. This is set. This is definitely sandbagged. The 30 growth uh and yeah we're about to hit the the live stream in about 45 minutes, but i want to open the stage for you all here in the chat with me.

There's 1500 people here with us watching and listening, and i want to thank you every single one of you and i want to give you an opportunity to speak out and come. You know, share your ask a question: share your opinion and uh i'm gon na. That's! Why i wanted to be a little bit more interactive? It's not about me lecturing about this stuff! If you're in my community and patreon and channel members community, you know that i've been going towards more to interactive a community kind of a style of content. I'm going to put a link, i'm going to put a link right now in the stream.

If you want to come on the stream and ask a question share your opinion say that i got something wrong. You can use this link and you will be placed in the waiting room and i'll bring you up into the stream once your turn gets here. You know it's. A first come first serve basis, so the you know the first ones will will come on on air.

First and then so forth and so forth, everybody's invited i'm going to put the link again. So it's in the stream and the as bill no worries bro a valet was definitely one of uh. You know it's. It's such an impressive company.

I i had a lot of time talking about it, uh. What's up from alaska, hey love me some alaska! Thank you for that. I appreciate it gennaro. So, if you're coming on the stream by the way, uh make sure you have a headphones and you have a decent mic, so we can hear you so there's already a few people in the waiting room so be patient in the waiting room.

I'll get everybody on a good question for matai. When do you think commercial side will take over to be the bigger revenue part of palantir? I think we're really close to it about uh, probably a year away until a 50-50 split, a commercial government it i i do believe that that's the timeline i want to bring on uh the first person from the waiting room uh hold on. What's your estimate for the stock 10 years from now? It's i think it's a multibagger! So right now we have on the stream. A lot of people are going to bring everybody up.

So first one. What's up brock, brocktostock, hey! I love that name. What's going on buddy, how are you man, good good, good, what's going on buddy hey good morning um, so i just have a question i guess about like tech, verse like retail and industry, like you know, physical uh, physical verse, like software and downloadables. What what are your thoughts about that in the next five ten years? Really, what's your outlook, i think the whole transition is actually transitioning, as you noticed in the past, ten years is definitely trans.

The transition is away from physicals into sas. Everything is going to sas cloud, so that's why companies like palutear, crowdstrike and everybody who's in this industry, amazon are thriving, is because physicals and and local based software solutions are slowly becoming obsolete. So i i definitely see this transition happening. Kovit definitely accelerated it it it's like an amplifier in in with the guitar, but it just amplified what already existed, which is the complete transfer to do non-physical and non-location non-geographical-based software solutions.

Definitely wonderful! I uh! I i'm curious, i guess as well. What do you think about that merge in the future for retail based uh? You know companies that haven't done well, maybe things that have been beat down in the last uh two years because of the the actual you know: environment, globally, uh for those kind of companies. What do you think about the future for them uh, some of the biggest losers to actually becoming uh big big winners in the future? It's just a question of who will adapt the fastest. I mean if you come, especially you see that in retail, like you have best buy, is a good example of a of a brick and mortar king that adapted fast and that's why they saved their business, and you have multiple examples of companies that didn't adjust.

It's happening the same thing in fintech right now: banks that don't adjust will be left behind. Fintech is moving toward this direction, so the the sooner they wake up. Uh they'll they'll be available to to participate in this in this new economy. It's happening right now.

Also uh, with respect to the automotive industry. Those who wake up early like volkswagen they'll, enjoy a piece of the pie. Those who get left behind like ford and gm, especially ford, is definitely they're going to lick their wounds. So it's just a question of uh of like if herbert d's, the ceo of volkswagen didn't have as much uh objection from was on board and he could have went ahead with his plan to electrify the fleet a few years ago.

He would have been head-to-head with tesla but uh. I think that's, basically just the the ability to innovate and catch up. So as thank you for jumping up, i want to give some other people an opportunity to jump on. Thank you so much.

You look like you're here in the cold spot, stay warm yeah, it's 36 degrees, this one yeah. Take it easy, hey! Thank you! So much for joining be easy. Okay! Next up we got jack jack. What's going on, buddy, oh hey! What's up um, i just wanted to have your opinion on the price target for 2025, so i've been very adamant about this company.

As far as i have an end-of-year target price, which is a thirty dollars, i think end of year - we're going to hit thirty dollars with pallet here, which would be a very nice result for me, as far as 2025, again, just my opinion, i i i i've Been wrong before i've posted about this i told people to get out of nvidia at 200. It went to 300. So definitely not a genius. That knows everything, but in my personal opinion, with everything i know about talenteer, i think it's.

It's definitely five to ten. Next uh potential, as far as the next five years, uh, with the way things are going for them, it's a multi-bagger five to ten x um. But in order for that to happen, things have to fall. You know there's a good combination of hard work and luck that has to happen the right circumstances.

I'm assuming you know, there's a lot of. We spoke about on our podcast on popular opinions with justin about what would break the thesis. So not enough growth in the commercial side can slow them down. Just you know if they just stay on the b2b side that might slow them down, so they have to slowly transition into medium-sized businesses.

Small businesses eventually b2c products. So if that happens, it's a multibagger, five to 10x, no doubt um and what's your time horizon on pantier turn it into profit like uh. I don't i'm not too focused about profitability for high growth companies in general, because i think it's the wrong metric to judge these companies um. I think volunteers definitely is going to be in the growth market, share capture phase for at least three to five years anyways.

I don't expect to see any profits for the next five years, they're just trying to capture as much market share as they can. I don't. I don't really see any point. It's like investing in the startup and after three or four years, basically saying where's our profits.

What are the profits? It's been three years. It's a startup, the thing about volunteers. It's two separate companies, it's one legal structure but foundry and and gotham are completely different products and completely different life cycles. So we're looking at a startup, it's a four year old, startup uh.

I don't, i don't see any profits in the next five years, at least not significant ones, but but i see a huge amount of growth and taking over the market space. Okay, i think that's all the questions. I have great thank you for joining in jack, appreciate it. Thank you buddy.

Next up we got the car there carter. What's up, buddy you're on, you can admit yourself, paige and carter, once paige and carter twice paige and carter. Three times: no okay, next up: okay, uh! What's going on rishba rishab, you muted paging, once paging twice here we go what's up buddy uh, just uh, keen to sort of understand, um how the market is gon na react. To this i mean, i know in short term uh.

We don't wan na be like looking at what the market would react to this um, but i'm just trying to find better buying opportunities uh so that i can sort of enhance my uh holding into valentino um. So, basically, you can have a sense into what's going on with the market right now. If you take a look at the the current price action, we're pretty much flat percent up in pre-market 27. Everybody already knows the result.

I mean information travels fast in 2021. uh. I i don't see any insane uh short-term volatility on the stock upwards and downwards uh again. This is just a natural progression of volunteer as far as the growth in revenue you've seen certain uh outliers.

As far as the increase in the outstanding deal flow and adding new 130 growth in commercial business year over year in the us, so there's a lot of positives there and it's natural progression, growth, but basically think about it. This way, people who were bearish on pile interior, these return these reports, the q3 reports, don't change their mind. Nothing really drastic happened there, but people who love volunteers just get more confirmation. So that's why you'll see kind of a flat pattern.

If, if you that's, why i've been very adamant about this, i think palantir is a long-term play if you're, if you're, expecting this like 15 spike, you know similarly the one you had with roblox, i think yesterday, did you guys see what happened in roblox yesterday? It spiked like 30 percent of the earnings, and i don't think that's going to happen with valentin. I i think market is slowly getting used to the idea that they're here to stay and they're going to be extremely dominant. So you're going to see this creeping upwards trend. If you zoom out, you know when in doubt zoom out, if you zoom out it becomes quite clear, can you see the chart right now? It's good! This is how pallet here is going to look like for the next pretty much foreseeable future volatile.

But overall the trend is going to be upwards, because more and more people will wake up to the realization that planetary isn't going anywhere, it's quite simple and but that that's kind of my my thoughts about it. Thank you for dialing in. I appreciate it all the best ck you're up. What's up buddy paging, once paging ck, twice paging three times you're about to lose your your turn.

Okay! Sorry about that! Buddy! No, no yeah! Well! Sorry, okay! Uh! Let's go dk the trader. What's up buddy, what's up tom, how are you what's up buddy, what's going on uh just want to say you make great content. I've been following you for about two years now um. I love the work that you do just want to say.

Thank you. Two years: wow: oh gee, bro like back from the grand cardone videos, so uh. Basically, i don't want to keep your time uh right now, i'm a 20 year old uh i've been investing for about four years now. So when i was 16.

- and so i kind of just want your advice of what you would recommend somebody like me, 20 years old, i have about 40 grand in my account. I grew that from about five, when i was in high school, i did very well with amd and tesla uh back in those times, and i did very well this year with ford uh. So i want to get your take on what you would do around this time as the market keeps going up and i'm kind of bearish on the market in the short term. But you know everybody's been saying that the market's been gon na crash for like a year, two years now never happened.

So how would you play your portfolio based on my situation, where i'm not really bullish on the market short term? But i am bullish long term and i don't really know what to do at this point. So i just wanted to get your take on that. So, first of all, as people mentioned in the chat you're killing it, you took a 5 000 starter kit portfolio and you turned it into a 40, a 40 grand portfolio yeah. That's insane! That's really really good! I don't think you should discount that that's it, especially for a teenager, so good job.

Okay. As far as your concerns, i share your concerns when i look at the market right now, basically and by the way, sasha or greg if you're in the chat. Let me know when they actually post the full financials, because we're going to go through the for the presentation, the financials once they posted. So when i look at the market, the dk myself, i really share your sentiment.

So look at what's going on like the overreaction. In the market, for every little piece of news, like i mentioned earlier pro blogs yesterday, like 30 up nvidia, is blowing through amd, like the entire market is very kind of euphoric right now for lack of a better word, there's a lot of euphoria in the market. A lot of uh this stunks only go up kind of sentiment and by the way shout out to the 2000 people the chat right now um, it scares me like hey warren buffett is a smart dude, and you know what the warren buffett famous quote, the most Famous, probably one of them all is you know when people are bullish, i'm i'm i'm ver uh, i'm bearish and what you call british and polish. So when, when you know, when you go in the bus and the bus driver and the cleaning, lady and everybody has a portfolio and everybody's making money in the stock market, it's usually a time to get out yeah.

You know this is like how i got out of that, and you know everybody's been saying that when s p hit 400 and now it's about 500, almost then you know it's just so. People have been saying it since 2017 or 2016, maybe even 2015.. It's been a six year run if you exclude the little pullback that we had in the beginning of corvid, it's impossible to time the market, my own personal opinion, when the pullback is going to happen, and again this is just a. I would call it an educated guess is we're coming up to what would be a monumental event? A quantitative easing and the federal reserve will have to slow down asset purchases and increase interest rates.

I think that inevitably sends a lot of the tech sector downwards, and it's going to cause a chain reaction of the snowball effect dragging everything down with it, so i i definitely foresee a pullback once that happens. The only problem in this theory is that we don't have a idea when they're gon na do it. We can only speculate, so i think it's probably coming up in february, but there's a lot of people who think this year. So if you have cash on the sideline yeah at least well, that's i'm piling up on cash on the sideline for whatever that happens.

So so we can get some really uh bargain prices for for some of the companies we love for sure yeah i mean like uh. One thing i was really eyeing right now is paypal, because it's down about almost what twenty five thirty fifty percent yeah fifteen percent just say in the last few days, yeah yeah, i mean, i think it's a three hundred dollar stock. At the end of the day, i'm actually about to post a video on paypal. This recommendation came from one of my patreons.

His name is aaron, and those of you who are in a zoom call yesterday for the patreon community, you've aaron just talked about. We spoke. We everything we looked at at paypal basically said. This is definitely a.

This is an insanely, undervalued stock for sure for sure we actually agree with you yeah right, so i think paypal is going to be my next move, but you know if the s p falls. You know, i don't think that it's not going to go any lower. I think obviously one mistake that people make is they say? Oh a stock can't go lower and obviously it can um so yeah. I think i think paypal is going to be the next move, but uh who knows we'll we'll see i i actually will post a video about it.

So we kind of think alike on this, but it was refreshing to see a millennial who thinks like a boomer. All right you good job tom. Thank you. Yeah yeah same to you thank you for dialing in uh, jose you're up next.

What's going on, buddy, hey bud, what's up not much driving listening to you guys um! So i just want to tell you that um i do love all your comments on all your content on youtube and it's awesome listening to you guys. Thank you so much um. What other company are you doing? Some research um that is gon na, be something like volunteer in the near future. It's a good question uh.

I i think that there's not a lot of volunteers out there there's. Definitely, i see similarities in the way palantir behaves to crowdstrike, for example. Crowdstrike seems to be very similar in the cybersecurity space, which means they're taking over a huge amount of market share. The growth is insane and they're not profitable, yet so crowd striking cyber security is definitely one i'm looking at um.

I think that, even though the price is completely insanely out of proportion, i think nvidia seems to be my biggest mistake. Nvidia seems to be i'm eating my words they seem to be taking over. They come out with new products that revolutionize super computing, not only in the you know: commercial side gpus. So basically, we have a lot of uh innovation from amd as well, so amd nvidia, crowdstrike, there's a lot of different companies, but in my opinion, and i've been very adamant about this there's only one pilot here, which is a company, that's been built for two decades To become a monopoly in an industry that did not exist before it came to the market, so it's a very hard fit to to.

You know to find again, it's not really something that comes along every once in a while. I think it's once in a lifetime company, but yeah those are the ones i i also you know, keep an eye on as potential innovators and disruptors, obviously tesla. I think this has still another 15 50 to give in the stock price, even though gordon johnson may disagree. But you know it's okay.

He has bigger problems right now than disagreeing with me, but yeah all right. Thank you. Just drive carefully drive carefully, don't uh! You know don't look at your phone and stay safe buddy. Thank you.

So much all right. Thank you! Omar you're up you're muted. By the way, so we cannot hear you if you're trying to speak omar going once omar going twice omar going three times. No, you muted buddy.

Well, i'm gon na wait for you for a second to unmute, and i do want to show you something in case. You haven't seen it yet right now and pre-market palantir is already down to 26 dollars. In case you haven't seen it. It's actually a good thing because it actually will provide you.

A dollar cost average opportunity. I believe, let me pull it up on the screen right now. It's kind of typical in these situations, uh it happens a lot with tesla when they have good earnings and people. Try to take profits.

There was a big run-up in pre-market and now there's a big sell-off. It's a lot of profit-taking uh, it's just a yeah 26 bucks. I think i'm going to buy a few once the stream is over um. I i'm i'm not.

If i'm not mistaken, we might see a little bit even more of a pullback because usually when that happens - and we have a lot of the uh um, stop losses triggers in all the retail accounts, so it actually makes it even worse. So yeah, so this is actually a good thing. We have a two and a half percent uh profit taking you can get in at 26., and somebody is asking tom. A two-year leap option would be good on valentine.

I don't really do options. If you ask me if volunteers gon na be worth in two years more than they do right now, i think so i mean they've been pretty clear about it. Uh greg says: yes, it was 28 yeah. It got to 28 at some point and now it's uh.

It's trending downwards: uh! Try to get it if you can get it below 26. I think it's uh. I think it's a good opportunity to get it at 26 with all because i can understand people taking profits. I mean why not for the swing traders.

It's actually, you know common practice, that's how they trade their own earnings uh. I don't think it's a sell-off, uh cc. I i i don't think it's a sell-off, but it's definitely some profit taking or on profits. Um.

Why? The sell-off? Because a lot in earnings, you see a lot in tesla as well, when you, even sometimes when you have good uh good earnings, there's still some self, because you have an initial spike because of the good results. And then people want to take profits. Real quick and then they want to get it get back in cheaper. It's a lot of speculators and swing traders that that make that happen and by the way shout out to the 2300 people in the chat right now.

Thank you so much uh thoughts on asana. Please one of my favorite companies. I love asana. I love what they do.

I love the management. It's dusty's company dusty is a genius yeah. I use it in our team. We use it asana all the time.

A great company. Uh looked. I don't know if somebody says look to buy a truevision says look to buy 25 bucks. I don't know if it gets to 25 bucks, though i don't know.

Maybe it's it's gon na be tough uh. If greg is still here in the chat, greg does some swing trading. He probably can tell us what he thinks. The resistance is, i think it doesn't hit.

25, though i wish, if we can get it 25, that would be epic, and what else do we have here? Yeah minus 3. 36. I think it's that's pretty much where it stands. I don't think it goes deeper than that um freddie says i got in at 23 plan to keep it for five years.

I think that's smart, i think that's smart uh bought it 27.. Here's the thing opera kind. It doesn't matter which price you buy the stock in and i'll explain why, when you buy a piece of stock that you believe in for five and ten years, it wouldn't matter and when you think about it in 2030 and like okay in 2021, i bought the Stock for 27 dollars, if this stock is worth 300 in 2030, would it matter that you bought it at 27 or 31 or 35? It would be completely irrelevant. So if you believe in it long term, you shouldn't look at the entry price so much to be honest, and but i know some of you are really thinking about that.

That's why i keep track of it. It's it's by the way it's climbing back up 26.2. So i think it's pretty much stopping at its tracks. Who's, the channel member by the way says sold put yesterday for 26 will let it execute if it stays below by friday.

Okay, let's see what happens uh james is asking. Can you please talk about the impact of the vaccine mandate we'll have on the supply chain? I don't know, i don't think it's final. Yet i it's vaccine mandate, uh, it's a complicated topic. There's a lot of politics involved.

Uh, i don't know, i don't think any other country in the world mandates vaccines to do to my knowledge, it's not mandatory in russia or anywhere else that i can think of. I think you can't force somebody to put something in their body in general, like uh, i vaccinate myself and my kids, but i mean i completely understand why people don't, i believe in you, know, live and let live as far as how it will supply supply chain Impacts, i don't see any to be honest. Um. 25.

84. Is this down again hey? Let me pull it up on the screen yeah. Let me pull it up and increase it, so we can see a bigger view of the price action. So 26 28 yeah.

It's it's trending back upwards. I think the window is closing to get it at 26.. Uh david says my cost base is around 20. yeah.

That's nice, amazing uh. What else? By the way, i'm i forgot um before i'm gon na check again. If we have some updates on the actual financials, let's see if they posted it, it's not yet posted, but if somebody sees the actual financials or the sec filing, it should be coming out in the next half an hour. Let me know in the chat i want to give a huge shout out to joey by the way, with a five dollar super chat.

I can't find it right now joy. I can't find your message buddy, but oh i found it here. We go uh. Thank you for that.

I appreciate it. There's no need to super chat, it's all for free, so don't waste your money, a fifth district judge shut down the vaccine mandate. Obviously yeah, it's not constitutional. You can't force people to put a needle in their body.

I mean i believe everybody should get vaccinated, but i don't believe in forcing people to do so. I think it's just not constitutional. To be honest, somebody says maxine vent, yeah. Australia has been really aggressive with covered uh.

I i can understand why uh i didn't know that about australia, but the vaccine mandate. Okay, it's a political issue. I don't want to get into it. Yeah somebody says again slavic says: vaccines are mandatory in australia yeah.

So here you go. You know some countries have different approach. I want to put the link to join the chat and and speak with me live on air, i'm going to put it in the stream again. We have some more time before the actual financials come out uh, it's just.

If you look in the chat, there's a link and you click the link and you can join the studio and chat with us uh on stream. A webcast is 8 a.m. Yes, go young hung. I hope i pronounce your name correctly.

Webcast is starting at 8. 00 a.m: in half an hour, we're going to be watching it together and okay uh. I live in australia and they're not mandated. So i don't know hey different alternative facts in the chat.

Thomas says new subscriber here just wanted to say hi and i'm really enjoying your channel. Thank you so much you just made my day. Thank you appreciate it uh. I really really appreciate it.

Thank you so much uh cooper you're on what's up buddy, we can't hear you. Can you hear me now? Yes, we can what's going on holy yo, so um damn. I didn't actually think this is. I didn't think this was actually gon na work, but yeah i'm from australia right.

Okay, tell us about the vaccine mandate. Please! Is it real? Oh everyone has to get it. You can't work, you can't do nothing, yeah, okay, but um august. So we know what was that sorry.

So now we know about australia, because people are saying different in the in the comments: yeah yeah, it's not over here. So what's going on so august last year i bought tesla stock pre-split and my portfolio is up overall. 110 percent and when it hit that 900 or whatever i just kept averaging down averaging down, and now it's at the moment, not selling until 2030, though nice, smart kid um. I, like him also, i watch all your videos and stuff, but i've just started looking at palantir um.

What do you reckon the price by 2030 is for that? Have you yeah? We spoke about it. If i don't know to be honest, it's a very wild guess. I think end of year we're probably going to hit 30 dollars, because the news are too positive. Q4, i think, is going to be really good as well as far as you know the next 10 years, it's really hard to tell i think it's potentially a multibagger 10x, maybe 20x over the course of the next 10 years.

A lot of pieces have to fall into place for that to happen like it happened with tesla like in tesla's case, competition fell asleep in this case in palantir. It seems to be very similar. It doesn't seem like there's any real competitors doing the same level of investment in in growing and developing software of that of that sort. So it's commercial side has to get developed right now, they're very b2b, centric and it needs to they need to start pushing a commercial product at some point, um and obviously regulatory wise.

They have to hold on to the to the sticky clients the the government clients which are the foundation of of gotham. So if everything falls into place, it's a potential multibagger 10 to 20x in 20 years 10 to 10 to 15 years. I think yeah all right. Thank you, but it really reminds me of tesla how how all their bi competitors just fell.

Asleep. Nobody saw this coming. They just came out of them for that long. It's still flat.

26. 27. It's still cheap. It's i! If, if i buy today, i think i'll make 15, but in three months already and i'm not even a swing creator yeah all my free cash is going into that and shiba inu, i'm just kidding god, don't even don't even get onto that.

I bought a bunch sold it at a loss and i'd be up like 10 grand. Now it's so bad. It's a joke. It's a joke! I i don't touch that hey cooper.

Thank you! So much and by the way you should join our community. If you enjoyed the videos join the patreon, so you can jump on our zoom calls. Uh they're not broadcasted live, so we can. You know it's more like eddie, murphy, raw there's, a lot of stuff that goes on there, that we can do live so join the patreon community and and we have a zoom call coming up this thursday.

So if you come on just let me know it's you all right. I will thank you. Thanks buddy steven, what's up buddy, hey, i'm fine at yourself. I love your portrait in the back.

Did you do it yourself? It's uh, stephen steve located. You really should look them up, they're handmade, so really really nice, it's beautiful! Well, thank you for all the vids videos and recommendations been following you for well over a year uh. Actually i bought this one. The portrait with the revenue from one of my recommendations you gave me so it's a gift from you to me, sir.

Thank you. Oh thank you so much. I appreciate it so uh are you? Can you tell us a little bit about like? Are you in palantir, as well with all of us, yeah um? I've got a portfolio close to 400k and uh 10 of my portfolio is palantir nice data field. So i used to work with power, bi, uh, tableau and of those things.

The big difference is the with palantiris is really the way it gets and automatically uh links all the data that that brings enormous advantage, so uh um i've been adding valentine for well over a year now as well. Basically, every month my investment money take 10 out of it. It goes to to palantir and the same with all my other stocks. I basically don't care about the the price i just keep adding every month, smart, it's close to 30 at one point, and now it's down to 24 23.

So i don't care it's it's a long play anyway, so we had a guy on our podcast. I don't know if you watched the podcast, i have a podcast with justin, oh from sensinvest, we have a podcast called unpopular opinions and on this podcast we had the dominic rinaldi dominic is he works for vmware and he works on a carbon black and he was Talking about how palantir is he was saying very similar things to you. So, the more i talk from people in this industry, the bi industry, the the iit industry, robotics ai, they all say the same thing. You just said it's basically a phenomenal product in every sense of the world and the connective the connectivity of things that were previously unconnected.

It's just mind-blowing, it's kind of a i i had a debate in our one of our zoom groups. We were doing a zoom chat and there's uh. There was a guy there who said well, i work for rolls-royce and we build engines for airlines and uh. We have all this data, we this all data exists, and i said yes, that's the whole point.

The data exists, but it doesn't talk with a million other data points that are in the warehouse in the scheduling department in the maintenance. They never communicate, not really that's the whole point existing data being uh processed into one holistic system. I think that's the brilliance of them that that's one part, but also the way to reuse the same way of analyzing the same data or representing even better the the data to make it well, typically, i'm a middle level management, uh, directors, level. If you talk about exactly talk to executives, they have a different mindset, so they're not deep in with their knees into the data.

They don't know what the data represents. So it needs to be well by lack of a better word. Very graphical bar chart easy, but it needs to be explainable and linked to what the business is trying to achieve. But if you talk to a line manager, it's it's the same data, but it looks completely different.

He's got a different different view and this is a strong point of palander, so i couldn't agree more stephen. Thank you for jumping on. It's been a pleasure love the painting in the back. They send me a link through a dm on twitter or something i want to get one of these.

It's it's phenomenal, yeah i'll i'll i'll tag you in a message, uh on on twitter and i'll tag, the uh artist as well, so amazing. Thank you. So much all the best i want to bring on my friend juan from from myprostate.com my good friend juan, hey right on time buddy, because we're going to go through the presentation, it's out, they released it a little bit early, so you're in perfect timing. So you're going to go over this with me yeah i haven't looked at it, yet it's going to be a complete raw reaction, so hey before you before you do that you i heard you mentioned valley, and i saw your video and - and i you know, i'm Big on valley, too, what made you get into it now did something change in the because they've always been undervalued for quite a while, but did something change in the macro that made you talk about it now or you just been wanting to talk about it.

No, no, it's been on. You know me, i'm a what you would call a chronic procrastinator. Okay, that's that's why we missed on similar. You remember so one day way way back 2600 people in the chat that have no idea what we're talking about we're actual real-life friends.

So we're talking about like stuff that we're never on air yeah, just procrastination! It's a great company violence is insanely good! Congratulations on the growth generation by the way, um, so yeah good job. So let's go through this together in the you know, let's start so jump in. If you have any comments. Q3 revenue.

36 growth, 392 million. We saw this earlier correct in the in the summary right. What was the expected analysts? What did they expect? I, i don't think they talked about q3 revenue growth specifically year over year. They i think they had a four cent eps for the eps yeah for dps, but i think it's about six percent higher than i thought i.

I was happy with 30., if i say: okay. Q3. 30 percent quarterly. I was happy so it's a little bit uh! You know a little bit like a 20 higher than my initial estimation uh.

This is this: is the chart where uh? If you look to the right one, you see, this is the one. We always talk about it right: commercial revenue, yeah. This is like the one we really have the eye on absolutely so basically, so this chart is phenomenal right because they showed the growth rate increasing so 37 year-over-year growth in commercial business uh in the us 103 percent. So this is the key for their for the for the next for the next leap, because they're already kind of up there is in government, there's there's a ceiling there, but i think this is the next stage yeah and that that's going to definitely take one of The biggest criticism is uh austerity right.

You know i mean if the government starts cutting back everybody's, like okay, it's palantir, going to survive and then going to b to b is definitely going to take them to that level where they don't have to depend and worry about austerity, or anything like that. Like, b to medium b, you mean not, b to airbus right right, right, right, yeah i want to give before we continue a huge shout out to a road money. What's up baby, what's up, i mean monday morning. Thank you for the five dollars.

That's my share. I guess so appreciate it also want to give a shout out to a a-rod money for joining the as a channel member uh. Thank you for that as well, appreciate it uh and they much much appreciated uh. So, by the way, if you don't know juan, has a youtube channel, there's 2700 people in the chat so anticipate him having 2 700 new subscribers, his channel is called prosperitrade.

The name actually suggested, so you can go ahead and subscribe to his channel right now. So 2 700 new subscribers, i'm assuming in a minute would not be, would not be bad right yeah. It would be good, yeah yeah, a great channel. By the way i endorse you, 100, a commercial customer count: growth, 46, uh commercial customer account.

The analysts expected 385 million of revenue growth and they got 392 right. It's right on the money. Yeah it doesn't. It's a marginal difference, no yeah! I i thought i thought that this was a little bit too optimistic with how q3 went, but they actually hit the target and look i mean that's 392 versus 385.

Is the same. There's no difference! It's it's! It's! It's just hitting the mark uh. This is the one that i'm really excited about. What do like 54 new deals are: more than half is five plus five plus mill uh the size of their deals is just staggering when you look at it right like they, don't have cheeky little clients that call you.

You know when you have like small clients and they have like huge clients, less less hassle and more stickiness, absolutely love. This data point yeah, you've seen this in the summary that was one of the biggest critiques too, like a couple years ago, they're, like oh, they get 50 50 something plus percent of revenue from this one company and and they're definitely getting away from that they've outgrown. Well, let's see if they say anything about client concentration, because they haven't said anything about this. Yet this this might indicate indicate a lower concentration, but i want to see if they actually say something about it.

If not, we can find it in the financials, even if they don't put it in the presentation, so we'll dig it up so q3 adjusted free cash flow 119 million improvement of 172 million year over year 30 margin. I mean if you dig into valentin. You know that they don't have a cash flow problem. Cash flow was never.

The issue is the fact that people get butthurt, but the fact that they don't present net profits or ebitda, because the money goes back into engineering and and growing market share. So not really uh, not really that surprised by this number uh totally. This is. I want to hear your opinion about this and like we're talking about 1.2 billion per year of of jobs, they have signed already, even if they do jack for the next three years.

They're going to make more revenue than they did in 2021, the entire year, just by sitting on their ass executing existing trades existing projects. Now they they definitely overcome like one of the one of the things something is happening with your zoom, juan your zoom is on crack. I know man, it's it's uh, yeah, they, no it's good. They were talking about that.

They were never going to grow and have this many customers, because it takes them so long to to start off their program right. They have to send the program there programming there and they had these different stages, but they're they've definitely found a way to monetize them and kind of grow with with the growth and and just keep up with the growth definitely uh and the uh sasha. I see you in the chat by the way, sir juan uh. I want you to jump on the stream.

Even if you have a phone and uh, we don't need the expensive setup jump on the stream. We want to hear your opinion as well, since i know you followed this and uh, we would love to have you on the stream as well, jumping on and sharing your opinion. So let's keep moving. What else do we have here? Uh revenue growth, 44 over 1.1 billion - that's just the holistic year, like the three quarters in aggregate compared to last year, uh adjusted cash flow 320, 30 percent grow margin, uh 32 percent adjusted operating income margin, and this is just some pr fluff.

I mean okay yeah. It's just nice to watch, but i'm not i'm not getting caught up in this, although the one thing this shows me juan, you know when i look at these pr stuff and by the way shout out to simeon uh, our mutual friend who's in the chat is Asking what would be the biggest list of problems that you can see in hindsight for the company great question: yeah, absolutely yeah. I think i assumed we spoke about this. The biggest pro there's a few potential.

I think justin asked this in our stream in the unpopular opinions, where you could see a potential thesis breaking event for for palantir is inability to move to medium size b, to media size, b and b to c regulatory issues. That's going to prevent any progress in governmental projects, because that's their anchor and also any personal issues with the alex or peter. If any of them leave it's going to the company is really it's. It's a two-man show so they're really key to this to this company.

It's going to be a tough loss if they ever lose alex or peter yeah, but as long as they can keep one, i think they'll be fine in general, but those are the three ones you have any of your own one. Those are the three the the b to b b to c was to me the the thing that's going to take them to the next level. They can be like a household name like microsoft, where there's some sort of software, where you can download that that's going to take them to that. Hopefully you know trillion dollar market cap one day or something that'll be the best uh.

I want sasha i'm putting the link to the stream in the chat for you to join uh, so you can see it in the stream. Just click on it and we'll bring you on to the studio if there, by the way, if there's people in the in the waiting room in the studio, i will try to get you on. I promise we just want to run through the presentation with juan and sasha and then, if i hope we have some time left i'll try to bring everybody on. I don't want to let people just waiting for nothing.

You know it would suck. So i got you. Don't worry, i want to just give a shout out to the 2900 people in the chat right now. Thank you for joining us today, we're going over the presentation for the palantir q3 earnings uh.

So what i wanted to tell you juan when i look at this. This is a lot of pr fluff yeah, but here's what i learned from this. It's completely industry agnostic i mean their product works with pretty much any industry. You can think of whether it's a medical industry manufacturing healthcare - i mean they're, completely industry agnostic.

How competitive do you think they're going to be with kind of like uh like let's say, they're, going to get into crm, and are they going to be able to compete with like salesforce and stuff like that or they're already competing with it through aws? But salesforce is still the leader i mean: do you think they can like actually like take these major companies and and kick them out kind of like how home depot did all the little lumber shops and all that or salesforce is, i think, the 21st biggest company In the world, with like 220 billion market caps or their behemoth, and it's very tough to leave a crm like if you have worked with the crm, you know what leaving a crm is really crm. Customer retention management software, if you guys don't know living it, is like like it's really tough. So there's a really sticky business, but if you can, if they can look their crm, if they, if they can show bottom line, profits, increase or or saving costs of what they did with airbus and and the the insane numbers that came from the case study in Airbus, i think people will leave for the right price. I think they have the potential to dethrone uh salesforce, hey sasha, what's up buddy, hey very good to be, maybe you could make it finally you're here.

I was finally another video but uh yeah, it's good. This is more important by the way i want to give a huge shout out to sasha also another youtuber. I absolutely like a youtuber that shows that the low subscriber counts don't account for great channels, uh 40. 000 subscribers.

I hope you guys can give him 245. Today, with everybody in the chat, one of the most underrated channels with juan that i personally follow, go check him out yeah, i i just checked out your video man uh with exposing the shino and all that i really loved it. I appreciate your videos, man, that's my favorite, video of him of all time, yeah i've. You know, i made a reaction, video about it and i didn't link your video and then i better, like sasha, who who the is that i forgot to.

I forgot to give him a heads up so talking about palatine, let's go back to the presentation and guys feel free to jump in anytime and i'm just scrolling through it fundraise connected tissue. Linking this is pr stuff yeah i found it.