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Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.
Paler, Paler, Paler in the past few days we had a taste of the good life. We had a great earnings call. we had great numbers, the stock went on the Rampage We saw a new 52 we High yesterday at $22 per share and the stock is currently up 162% over the past year. Now just yesterday we heard that Paler signed another new contract worth $650 million.
Absolute insanity. But for Paler, it's almost a daily thing right now now. obviously a lot of people will be taking profits over the next few days. and I expect some correction, but as a long-term investor I honestly could not care less.
What I'm more interested about is the amount of Paler haters that are not having a good week so far. And just to give you kind of a taste, here's a few: I have now sold out of Palante in every single one of my portfolios and I am now an ex shareholder of Paler Paler Technology. This is a company in which I criticize from the stock price because that other guy on YouTube was talking the world of it. Stock price is currently eight I haven't looked so in past videos I have shown that I believe Paler is interesting at $5 As you can see, our high price of 560 is getting pretty close to where we want to be.
o Now on the other hand, Jim Kramer actually said that this stock is a buy which in itself with his whole reverse Midas thing might bring down the stock back to $7 so that's actually pretty scary now. Jokes aside I Think this is the beginning of the Tesla day for Paler, the day in which everything changes as far as Wall Street perception as far as Market sentiment as far as analysts at some point Tesla went from being this immature company that's going to be taken over by the Germans to a real thing. same thing happened with Nvidia with their AI moment. I Believe this is the beginning for Paler, but I'm not here really to talk talk about that in this video.
I Want to give you my price target for this stock right now based on my own DCF and for the next 5 years based on the bearish middle ground and bullish expectation. And obviously these price targets will be the most accurate I've ever put out because they're going to be based on the numbers that we just saw come out of the earnings. So before we talk about that, we have to talk about the excitement right now on the street. There's a lot of new price targets coming out from S side analysts, you know, with the exception of Dan IES I Honestly don't trust any of them.
but you see right now Jeff has Paler $22 City at 20 Bank of America 24 wed Bush The Knives has it of course at 30 because he's the only guy who actually gets it. The crazy part about Paler is that if you understand what AIP is going to do to the market, you understand that this is just a start for Paler. I'm not saying the stock is going to go straight from 30 to 40, to 50 to 60 to 100. That's not what I'm saying it's going to be a bumpy ride, but I'm saying that Palente here is now on the cusp of taking over another industry which nobody can compete with. You Look at these current price levels and you're like oh my. God This thing is discounted as hell. Obviously, obviously there's going to be a bumpy ride. Paler isn't going to go straight from 20 to 100 to 500.
That's not how it works. In fact, I think that a lot of people will take profits, especially over the next few days. There's going to be a correction: No stock ever goes up 30% and stays there. But I'm personally not selling a single share for the simple reason I'm not a Trader you know I just don't believe in the idea of timing the market.
You can get it right three out of 10 times, but more often than not you're going to get screwed. So I'm not going to sell now and hope to buy better at a better price. I've never done it with Paler I'm not going to start now my strategy and it's out the open. I'm like an open book is a dollar cost average which means I buy Paler at all times.
but when the price target for me is below a certain threshold, then I'm doubling down When the price Target goes above that threshold, then I'm buying my regular amount. It's called the double DCA strategy which is something we teach on our Academy at Patreon.com Nash We teach you how to do on DCF how to look at balance sheets and how to dollar cost average smart without being an idiot trying to time the market Now I Think the bigger question here is what's next for Paler because that's the one thing I'm interested in as a long-term investor. and I think the real question is not specifically what would be the price of Paler in six months. I Think the more interesting question for me as kind of a lifer in this stock is when is this company going to get that Tesla moment When is is going to get that Nvidia moment because it's definitely headed to the right place.
But when does it happen? Now look I Look at this in a holistic approach and I and I see Paler as a company kind of developing this whole new Niche quietly under the radar. If you look beyond the numbers, you'll notice that the US Commercial Business is growing at a 70% rate. Now the US Commercial Business literally means us Enterprise software which is the best software Market in the world. That market is giving them 70% growth.
They're literally taking it over slowly. Now if you understand AIP which is the AI platform volunteer. It is absolutely transforming the way people do business. Right now, we're looking at a 500% growth in the amount of boot camps and Pilots pilers launching with AIP with potential prospects with potential clients.
And if you look at AIP the AI platform of Paler, what you're seeing is absolute insane. Feeding Frenzy They are at 500% growth in pilots and in boot camps with AIP And once these new clients will go through the sales cycle of Paler which takes 6 to 12 months, we also see a huge impact on the revenue line as well for Paler. Now, the S cycle is something that needs to be talked about because a lot of people don't understand that. You know getting a client from AIP doesn't mean that you have that Revenue registered in the next quarter. That's not how it works. These things take time. They a little bit slow to progress, but eventually you will see that. But as I mentioned before, once you see these numbers already reflected in the revenues, that's where the price already spikes.
The smarter investors buy these things before the mass adoption happens before people understand what's going on. I Think there's an enormous market share here for Paler with AIP because this is a business not just with better margins with better scaling and in which Paler totally dominates like no other company. It's just the sector in itself is highly sticky, but also it is the future. It is the way industry is going to work in the next 10 years and Paler might not be the only company in this sector.
I Get it. We talked a lot about potential competition, but it's definitely shaping up to be one of the top three companies. Imagine that Now you're looking at one of the four Cloud providers before Cloud was a thing. It's the same thing with AIP They're probably one of the top three companies to deliver a product like this.
Maybe one of the top two companies. Let's assume they're going to be just as big as let's say. Salesforce A B2B Software You know, $200 billion p is currently trading at 1/4 of that valuation, which should give you kind of an understanding of how big Paler can be just on the basis of some limited assumptions, not even going too far with this whole taking over the world thing. And just to kind of give you an idea of how fast Paler is growing look, Paler just did 100.
New Deals Worth a million more in 2023? That's double than what they had in 2022. That trend is only going to continue. Now let's talk about my price targets for Paler and those are based on a few assumptions. Assumption number one: Legacy Business versus the new commercial clients I Spoke about it my previous video.
The video will be linked below and I've explained to you there's a huge difference between the commercial clients of the past and the new AIP Clients: This is bigger Tam bigger, much more insane Margins more scalable, a lot more stickier. This is the new business of Paler, and the margins in that business are going to be insane. Now number two: If you look at price to sales of Paler, which is the right metric to look at a company like that, not PE You look at crowd strike, you look at Data Dog, you look at Cloud Flare You look at Zscaler, you look at all these companies. They are more expensive than Paler.
and by the way, those are great companies companies, but none of them have the massive potential. The Upside: the ceiling of Paler, which is almost endless. And of course, number three is the profitability. The margins of Paler. We've never seen anything like this and it's hard to see because it's just starting out, but it's absolutely going crazy right now. Revenues are going up 20% operating expenses the same Sgna comes down margins 84% gross margin. we have cash from operations at 50% net income grows 100% in a year, operating expenses the same, and of course, number four. the balance sheet The cleanest we've ever seen.
$3.7 billion in cash, no debt, and four times more assets than liabilities. Clean as a whistle. And with that, let's go to my model in which I use stock MVP which is a software that we built for retail investors to do their own stock research to do their own. DCFS Their own valuations Stock Dmv.com Get it right now.
Tested for a week for free and in my model in stock MVP My DCF gives me a current valuation right now of $29 67. It's something you can go ahead and do in your models in stock MVP And also my fiveyear Target is based on three options. The bare option for the next 5 years is $66 the middle ground for five years is $150 and my optimistic is $233 for the next 5 years. And it doesn't mean that Paler won't get to $500 I'm just giving you my fiveyear price Targets Bare Middle optimistic.
That's it. Now if you want to learn more about How Paler, if you want to educate yourself on this company, we have an incredibly active Discord Community with penter rooms dedicated to talking every single day about the stock. We have it right now open to anybody. Anybody that wants to join you don't have to join my Patreon.
It's free. It's open to anybody. discord.gg Slom Nash Join today. Join our wonderful Community We would love to have you there.
We'll see you there in just a second.
Bought some more! Thanks Tom 👍
I think Palantir is consciously underestimating growth in order to continue shocking the world. 6x the interest from corporations will translate to much more than 10-20% growth.
I love that you showed clips from the haters!! 😅
sigh gut feeling told me to but at 7 thru 9….. but noohhh
I’m not selling !!!!! Holding long
I got $7.. 3550 shares
Who are the Competitors of $PLTR?
Thanks my guy.
Will you do earnings Deep Dive again bro ? @TomNashTV
🥳🤟🥳🤟🥳🤟
500 shares / 10$
Let’s gooooo🎉🎉🎉
Data whispers flow,
Palantir's keen gaze unwinds,
Insight blooms, shadows.
the Jim Kramer curse???
I sold and thank you for your support.
whats the discount rate adopted by DCF and PV of TV ? and why do you use different discount rate?
Keep buying AMS48K. DCA long term to become financially free 🙌🙌
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Last call for AMS48K Nothing better this year 🛑🛑.
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This is the most comprehensive and up to date analysis on AMS48K . Well done!
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AMS48K now has more daily active addresses than all other smart contract L1's combined
If it’s one thing I have learned it’s that the kind of FOMO surrounding AMS48K is where life changing buying opportunities are made… the development and partnerships for AMS48K don’t lie.
If you want to do one thing right this year you have to check AMS48K.
This is no meme check AMS48K.
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AMS48K has partnered with Nike and Binance, expecting huge gains on this one. Their ICO presale is currently ongoing.
I lost so much within the past years with all those poor choices of trading. It's time for redemption with Palantir
“The Dave Portnoy of cybersecurity” lmfao.