Palantir DID NOT Crush Earnings, But Did This..!
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- Опубліковано 25 чер 2024
- Review of Dan Ives, Palantir bull / bear Wall Street analysis
TIMESTAMPS
00:00 I Was Wrong
01:15 Wall Street Bears
04:27 Dan Ives Wall Street Bulls
08:34 Wall Street Neutral Case
Twitter: www.x.com/PalantirVision
Website: www.PalantirVision.com
Tags: #Palantir #PLTR #PalantirVision
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Palantir is the new Sun Tzu. The incredible general who comes out of nowhere re invents war and the case for morality and leaves the most compelling legacy of all time. PLTR will eventually explode into the entire structure of every company who can afford it. Artificial Intelligence is here to stay. Nothing short of a Carrington (Atomic war) event can stop it. In fact they probably can see farther into the future than anyone else anticipating this kind of event. There is no other national security company with domestic utility that I feel as good investing in. I'm all in and don't care about the short term downside. Selling my Hawaii property to get better set up into this stock big time. It WILL get exponential ~ Wishing all to get it on the dip.
The way I view Palantir is by having more conservative estimations in the day-to-day(I would be very surprised if they do meaningfully more than 2.7 billion in revenue) but with optionality for rapid growth an undetermined point in the future when they start monetizing the seeds they've sown. That optionality is why I prefer not to sell even if the valuation is often stretched.
Yeah like Nvida..Because Nvidia wasn't shit in the early 2000s
Nah, no worries, they had decent numbers. I've not expected much at all, interested in the 3rd and 4th quarter. Still early.
Think of Palantir as a growth company ...a very slow growth company...with occasional exuberance.
I bought PLTR at 17 . I knew they had great potential but the stock would be very volatile in the short term ...I am not too worried about it.
They are not a slow growth company they are growing commercial clients 70% their government business is growing slowly . Which is to be expected. . Their government business is stable and like owning a put option . They are at a high valuation and have too many shares outstanding . That is the argument
The problem today is derivatives. So many people were bullish and bought calls. The big money sold the calls they will push it down to take premium. But the long-term should do well.
Thanks for owning that some people can’t do that!
Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 2.1BTC to a decent 15B TC in the space of a few weeks... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
Not a bad week. Time to buy more week.
No matter what they reported, the stock was going to drop. I made a huge profit trading options cos I knew it was going to come down post earnings. This is how it’s going to be for a while before the stock price stabilizes. I’m bullish on pltr but understand that wallstreet is still trading the volatility to make short term profits. In my other account, I’ve been selling when it goes above $25 and buying back when it drops below $22 and I’ve gotten over 2000 shares for free by just doing that
I appreciate your candid video instead of giving some kind of silly excuses many other UA-camr are giving after the fact.
Don't talk about Tom Nash like that! (But hey,if you are, I am totally okay with it)
I feel u bro I was also bullsih on these earnings :( I lost a lot of money when I sold after hours the day of earnings... But then I bought it back today :)
Long game is best with this one. Price action very hectic short term.
The thing you missed in 23.6% vs 23.3% growth is, the new FY2025 estimate is compared to the new estimate of FY2024, while the old is compared to the old, and that is why the growth- % is smaller, even though the revenue is bigger.
Thank you
Excellent analysis! Appreciate what you do. Very thoughtful and professional. Remain very bullish on medium to long term prospects.
Where do you get those research notes?
Awesome video. Where I can download this pdf?
Last year was the first year that it turned profitable, which saw the turnaround in the stock from bearish to bullish. In the previous quarter the market sold it off as it had doubts it would achieve its target because it's record wasn't proven yet. So when revenue came in .9% higher then it had to catch up after being sold off.
During the last quarter the Fed wasn't as dovish as the market wanted to see so all tech stocks sold off. We're now back to a more dovish Fed which is good news for Tech.
The other thing is that the net income is now at 16.6% and trending up. But it's forecast is just 8c over the next 2 quarters and cash has dropped to $500m from $1B. So this doesn't look so hot.
However, it's now a proven growth stock in the hottest tech sector. So even if it languishis under $25 for the next month or so, as the Fed turns more dovish then I see it hitting $31 by mid June and about $50 after the next earnings on August 05.
They also diluted their shares by 8%. Which is a smart move considering the growth they're in but that is significant and no doubt is a drag on the price.
$50 per share in August? That seems way farfetched to me. I think it's going to take a lot more than a benevolent Fed move to get the price that high -- only some otherworldly earnings call might do that, which is out of the question, realistically, I think. In any case -- go PLTR!
Hi Jackson where can we see this reports? If it's possible
Gaap eps grew by 30% i think 22 is fare for 40% growth 18 would be fare for 30%. However alex karp insinuated in the call that palantir is poised to double its client base, that doesnt mean that they will in a qt. It does mean that it can grow by 2x without any more re investments in infustructuer , so i would like to think if they dont announce a buy back they are gaining traction to fill their existing infustructuer and using capital to moderatly expand ahead of demand
Party On 🎉🎉🎉🎉
I was expecting a big push myself but I had this stock when it was $7.00 and it never got a fair shake at earnings good or bad. Next week will be better...hopefully (this is not financial advice)
Had at 7? You sell out
I was same as you , I was up $4 , my tp was $33 cuz that’s what my next resistance line at. End up stopping out at entry . I knew buy the rumor and sell the news but I think I put too much expectation on this stock that’s why I didn’t sell at high, what a roller coaster ride
Same- I literally looked at the profits and I was like… honestly I know what I’m holding and I don’t even want to risk selling to secure profits. What IF we sold and the stock just rockets.
They say never buy into something you don’t believe in- I’d rather pass up short term profits for the long term hold.
How is Palantir going to grow when we’re heading into a major recession and stagflation? Companies won’t have capital to spend on Palantir products. I ask this as a Palantir shareholder.
Still up 100% on holdings. Time in the market beats timing the market. Dac
My account is down $231,000 roughly from the $27.50 high... no sour grapes. Break even is $16.01. This is a hiccup and i would like to see a new base in the $19.00 to $21.00 area form for several weeks to 2 months
I agree. Yes, we beat in many areas. Great, that should be a given. I've been laser focused on customer count. I was rather disappointed with Q1 numbers in this area. YOY we grew 147 new customers or 53%… after 700+ boot camps?? That’s crap. Where is this "unprecedented demand," this “so much demand we don’t know what to do” bluster from Karp for the past 6 months? Overall, I am still bullish for sure, it just seems the company is much farther behind than I believed. I now interpret Karp's statements about "unprecedented demand" as more "solid demand." All this said, I am willing to hear a different perspective on our customer count...
i Think its about getting more users on it rather than jacking revenue right now
The company is one of a kind they don’t have any competition out there. They’re in a very unique position. I’m not concerned nobody should be.
The lower percentage increase you had trouble with is because of the higher-than-expected increase in the previous column.
Me and you both brother. Beats are coming.
Growth is an issue and so is SBC.
I'm primarily bullish on their product before worrying about the price tbh
Trying to grow and be profitable is why most growth companies sacrifice profit for growth. But nownthat they are profitable they have to stay profitable or risk their stock get obliterated now.
Pltr isn't a meme story and therefore we should not expect those types of moves. I made that mistake in the beginning and regretted it. Im in it for the long haul and picked up a little more yesterday. Slow and steady.
Let's see what happens as PLTR dabbles in the B2C game...
You haven’t lost anything if you haven’t sold. I wanted to see the results of the sales team they’ve invested 15 months ago to show results, not to hear Karp to keep saying “nascent sales team”, which is a bit worrisome. To me it seems like they’re not using their talent wisely. I was excited to hear they were bring their European talent here to help with US demand, but with time to reflect I asked myself “is using engineers to sell products the best use of their talent and what happened to their expanded sales team?”. Hopefully I’m missing something.
I definitely called it😂
Never take these into ER, never!
😊😊
This type of business is not for some people. That said what more can you expect from a youtuber😂
So was every other UA-cam experts everyone so bullish. A lot of watchers lost money.
You uploaded a video before Palantir's earnings were released, indicating that its fair value is $18.90. I thought this meant you were expecting the stock price to decrease. So, why are you now saying that you feel defeated?
DCF is more of a baseline and not what I use for quarterly expectations. Glad it aged well.
Patience… Patience I was down 125,000 after the drop…. but do I care no! The two next quarters will be huge! I continue to add… So quit whining….jeezus! Sound like a bunch of Old ladies bitching over who’s gonna get the last donut…. Patience, and there will be plenty of donuts to go around…
Yeah. Many retail investors change their judgement just based on the price action. Human emotion is really hard to overcome. But In my option pltr did a very good quarter and the thesis about the company doesn’t change. I want to add more but have no money now😂. I lost 150k that single day. But still bullish. And frankly speaking if you keep investing in this company monthly with your extra money, and keep doing it for 10 years, you cannot lose
I don't think the economy is all that great in spite of what Brandon says. High interest rates and inflation are not making it easy to do business in this country or make a living for that matter.
The marked is like an immature little child, always wanting to have instant gratification lol
You've lost a lot of money, so you sold your PLTR shares at a loss?
Is that what I said?
@@PalantirVisionOfficial 00:29
It’s called options
You are too concentrated. Imo. Thanks for Your content.
Pltr PE is too high.
told me a bunch of nothing. what was your goal
Get out
@@PalantirVisionOfficial😂😂😂
😂
He doesn't work for you. Find a creator that gives you what you're looking for.
Hey Smellon, your INCONSIDERATE!
It all depends on when consistent payments start coming in and not freemo.