Palantir has $4BILLION In Cash...What Should They Do With It?

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  • Опубліковано 20 кві 2024
  • dom: / dominicrinaldi9
    arny: / arny_trezzi
    vince: / vinceisbullish
    me: / amitisinvesting
    full pod: • PALANTIR IS BACK BELOW...
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КОМЕНТАРІ • 68

  • @hantt
    @hantt 2 місяці тому +10

    Buyback is dumb, they need to go after market shares

    • @michaelegerszegi4261
      @michaelegerszegi4261 2 місяці тому

      Agreed. Very early for buyback. Let the price fall a bit. Plus I need a deal.

  • @giladamir3272
    @giladamir3272 2 місяці тому +4

    Build an onboarding software using collected data from bootcamps, like a superchat bot thats integrated and ideally is faster and better than actually being at a bootcamp

  • @TimeWarpInvestments
    @TimeWarpInvestments 2 місяці тому +6

    Hire more top notch engineers, build out certification programs, continue to purchase best in class equipment, continue to invest in R&D.

    • @AI_Money454
      @AI_Money454 2 місяці тому

      We were typing similar ideas at the same time, lol. !00% Agree. It sucks there is very little information in stackoverflow for developers. In order to grow the business they need to grow the developer community,

  • @hrhamada1982
    @hrhamada1982 2 місяці тому +3

    Palantir should link up with a company that can do 3d/4d immersive world visualization like robblox or Unity Software.
    This is NOT for game development, but for visualization of different scenarios. Can you imagine viewing smooth running supply chains, constricted or disruptive supply chains in 3d/4d?
    Can you imagine comparing digital twins of differnt FIFO warehousing logistics?
    Can you imagine what war gaming by friendly governments can be presented with immersive visualization of battlefield logistics, or having resources/men, fuel, ammo, machinery, refill/resupply capability.
    With fuel mules, ammo mules, loyal wingmen and drones, warfare will change dramatically. I guarantee the US and our allies will benefit from this

    • @gielwinkelmolen7045
      @gielwinkelmolen7045 2 місяці тому +1

      I have been thinking about this for a long time. It would make everything more intuïtive for sure

  • @NickKolar-px2px
    @NickKolar-px2px 2 місяці тому +1

    PLTR will see $18 before its earnings. Watch.

  • @gentrybrown2032
    @gentrybrown2032 2 місяці тому +1

    Controversial idea here but I would continue stacking money. I think they should buy UIpath and take over process automation on top of LLM expertise.

  • @SECULARDEVELOPMENT
    @SECULARDEVELOPMENT 2 місяці тому

    When ever we are talking about revenue we should be looking to contracts signed three to six months in the past for an estimate amount realized earnings.The question keeps coming up about what Palantir should do with their extra cash on hand .In my opinion they should do what makes them attractive to the S&P 500 and what does the management of the S&P 500 like? they like stable cash generating companies that pay dividends to their shareholders.Look it up,you’ll see.

  • @AnthonyNoto69
    @AnthonyNoto69 2 місяці тому

    Money market funds, and R&D.

  • @Mike-ym6rl
    @Mike-ym6rl 2 місяці тому +1

    If they wish to kill the shorts, this would be a great time to buy back shares.

  • @turkGOLF
    @turkGOLF 2 місяці тому

    I believe we will get buybacks sub 20$, if it ever does go below 20$ btw. Also, I agree with Dom, put money into certification.

  • @Timothyleepowers
    @Timothyleepowers 2 місяці тому +2

    They should’ve kept those gold bars.

    • @samyy974
      @samyy974 2 місяці тому

      yeah true when did thery sell ?

  • @vino4140
    @vino4140 2 місяці тому +1

    Build there own data centers

  • @Wolfpack18
    @Wolfpack18 2 місяці тому

    Nice guys💪

  • @TP-iv3os
    @TP-iv3os 2 місяці тому

    Who are current partners with Palantir that assist in boot camp facilitation?

  • @trkernan321
    @trkernan321 2 місяці тому

    Employee the best software engineers

  • @jeremystankiewicz2308
    @jeremystankiewicz2308 2 місяці тому

    How the fuck did I miss this

  • @Agent77X
    @Agent77X 2 місяці тому

    Put the million is to marketing to accelerate your customer base to 5X it in a year’s time!😊

  • @Black-Circle
    @Black-Circle 2 місяці тому

    Give it to me and Amit is what they should do!!

  • @randyseltzer3143
    @randyseltzer3143 2 місяці тому

    Start giving dividends is to loyal customers

  • @pan_bev_nice5960
    @pan_bev_nice5960 2 місяці тому +1

    I would use the $$$s to develop a consumer Palantir AI app.

    • @amitinvesting
      @amitinvesting  2 місяці тому

      What would a consumer app do?

    • @pan_bev_nice5960
      @pan_bev_nice5960 2 місяці тому

      ​@@amitinvesting Use your personal data stored on your PC, social networks, and publicly available data to create daily tasks, recommend possible career steps or investments, organize receipts and taxes or travel expenses for your work, make your grocery lists, write & send automatic replies for anniversaries and birthdays, identify and skip ads on videos. Summarize and compare past emails for inconsistencies and issues. … write personalized applications for kids' colleges, write your resume, identify scams, threats, and viruses… check all your medical records and any symptoms, and suggest doctors and treatments….

  • @ADMagazu
    @ADMagazu 2 місяці тому

    They should sit on the cash 4 billion is not a lot in this market. Fund bootcamps if anything.

  • @ajj53
    @ajj53 2 місяці тому

    How much did they add in your estimate during the 1st qtr???

    • @amitinvesting
      @amitinvesting  2 місяці тому

      612M for rev

    • @ajj53
      @ajj53 2 місяці тому

      @@amitinvesting added that in cash? That’s what I was trying to ask .

  • @vino4140
    @vino4140 2 місяці тому +1

    Buy clear secure

  • @davidmillschills
    @davidmillschills 2 місяці тому

    GIve the money to your employees that have ideas they do not want to develop within Palantir as a kind of venture capital seems to be the preferred way to create more value. You loose employees but u do not loose value. With the rest pay the bribes .... and give Amit starting capital for his drug venture.🤣

  • @midwestcannabis
    @midwestcannabis 2 місяці тому

    I'd party on with that Billion Dollars 🥳🥳🥳🥳🥳

  • @cameronvincent
    @cameronvincent 2 місяці тому +2

    Invest in anduril or buy BKSY

  • @howardpratt7962
    @howardpratt7962 2 місяці тому +3

    buy back shares like they promised!

    • @amitinvesting
      @amitinvesting  2 місяці тому

      what price?

    • @robertvandeveer1846
      @robertvandeveer1846 2 місяці тому +2

      I can't say they promised to buy back shares. They structured a plan for buybacks using $1Bil of FCF. They got board approval, but did not say when they planned to buy any shares back. Personally I think it was a smoke screen to retail investors to keep us HODLing

  • @darrenclass3614
    @darrenclass3614 2 місяці тому

    Give me a billion. Love your daily show .Told you that you would be famous.

  • @ryant.5173
    @ryant.5173 2 місяці тому

    If this is a clip can you label it as such?

  • @tehoyoo1
    @tehoyoo1 2 місяці тому

    Accumulate that interest

  • @s3731711
    @s3731711 2 місяці тому

    Share buy back. Too many shares out there and the stock is still cheap.

    • @amitinvesting
      @amitinvesting  2 місяці тому +1

      what price?

    • @robertvandeveer1846
      @robertvandeveer1846 2 місяці тому

      I would love to see Palantir buy back the maximum amount of shares they can right before S&P inclusion. It is all a percentage game with the funds that buy the S&P, this should cause the price to go up a little more after inclusion

  • @kaosperez444
    @kaosperez444 2 місяці тому +3

    TONY MONTANA 😂👃❄️ 💪😎💵

  • @FuttBukkr
    @FuttBukkr 2 місяці тому +1

    Stay in cash… for now

    • @amitinvesting
      @amitinvesting  2 місяці тому

      might be the right choice especially with the juicy t bill rev...

  • @gbone9888
    @gbone9888 2 місяці тому

    Buy Boston dynamics and become the leader in humanoid robots

  • @jeremystankiewicz2308
    @jeremystankiewicz2308 2 місяці тому

    However Karp told us to be patient because the snowflakes and c3 ai wouldn’t be at the levels they were at a year ago. So to me it was like okay let that settle let the streets see we are growing and these imposters are faking having a good product then boom we raise the guidance and the streets love it. But I’m just thinking out loud.

  • @tugboatsvideoemporium6476
    @tugboatsvideoemporium6476 2 місяці тому

    by back 4 bil in stonk and make my portfolio go boomie

  • @robertchavez2864
    @robertchavez2864 2 місяці тому

    Start a knockoff chat GPT charge a few for it

  • @TP-iv3os
    @TP-iv3os 2 місяці тому

    Invest in Bitcoin, similar to Michael Saylor.

  • @Pltr4thewin
    @Pltr4thewin 2 місяці тому

    The cash needs to go to building their sales team, capitalizing on unsigned former bootcamp attendees, generating more bootcamps and r&d to stay ahead of competition. Share buybacks and dividends are a waste with a growth company starting to hit its stride.

  • @wildwendell3970
    @wildwendell3970 2 місяці тому

    Pay a dividend and buy back stock then start allowing companies to pay in cash and stock would be great as the value goes up from pltr use there stock should improve also

  • @favirefunnyfarm1043
    @favirefunnyfarm1043 2 місяці тому +1

    Buy another company

    • @samyy974
      @samyy974 2 місяці тому

      $PATH could be a target

  • @heinzyketchupy4175
    @heinzyketchupy4175 2 місяці тому

    Buy Bitcoin

  • @waynejames7812
    @waynejames7812 2 місяці тому +1

    I would buy bitcoin!!

  • @jarocheleau
    @jarocheleau 2 місяці тому

    Buy gold and bitcoin