PLTR — All updates

I wanted to talk about Palantir and Palantir's LEAP. So, Palantir is much more profitable. This is why the business is valued so highly. Its P/E ratio is very high.

Every dollar they took in has now turned into about $2. Incredible. Large companies and governments pay it every year. Frankly, both businesses are doing very well. The commercial sector is doing very well.

The public sector is also doing very well. They're both doing well, okay? They are both very good.

Palunteer,

Palunteer's bucking the trend.

Palanteer is still going to the highs. Let me see if there was anything on Palunteer. Thought I saw some uh some article or something regarding Palunteer and and uh Palunteer. By the way, we had a resistance area, a long-term one, 18961.

It is going right for that. We'll see if it ends up taking that out.

The United States government is currently blaming Palunteer for errors in its software that led to a school being targeted.

And I will explain to you, based on recent reports, how Palontaire is being held responsible for this.

Here, perhaps, there was an excessive reliance on the Pallontiar company. I will explain that to you in a little while. But in case you are not familiar with Palointer, its shares generate huge profits, indeed enormous profits.

They have extensive marketing thanks to their work with the US government, to the point that many companies say: "If you are able to handle sensitive and secure information with the cybersecurity leadership and the military, then you must be an excellent company.

We want to use your services." Therefore, Palontaire already has a long waiting list of customers who want to use its software.

whenever I like a stock like Palantir, which I think is a great company, I just sell the put option on it.

So I'm going to Palantir. Let's go to PLTR and I want to show you where Palantir is trading right now and how I would choose a strike price. Palantir has been pretty stable and hovering around the same place for the last month , and I knew that.

I mean, when Palantir was at $109 a share, when it was right here, actually right here, even lower. I caught it at 109. I caught it from the bottom. I've been following the stock for a long time so I told my community , "Actually , it's good to sell puts at this point , but we actually want to buy calls."

"I actually took a risk and bought calls, and my community made a lot of money because the stock jumped from 109 to 132. That $20 move, I was going to tell you , and I was going to tell you from memory , but you know , I do n't remember.

So, let's go to my history. Let's actually show you my history. So, let's go to my history because there's that trade that I suggested and I did great on it . Robinhood has added a lot, you have to scroll down a lot.

Let's show you more. This video is about selling puts, but honestly, when a stock goes down a lot , and it's at a 52- week low , and it's a great stock, and it's going to turn around quickly , you might not want to sell puts, but you might want to buy some calls.

Let's see. I bought a 120 call, a 147 call , yeah, it was very cheap to buy calls, and the strike price was great. A 150 buy call. Okay , I actually know The other account that I bought the 110 call from.

Anyway, I have two accounts. But yeah, you can see it there. So, Palantir , okay let's go back to the current example . Palantir is at 175, okay ? What I'm going to do is, let's go back to the 3- month chart.

The stock has gone up a lot. I don't think it's going to come back to where it was , but it could certainly go down to a high of 155. That's the lowest I think it could go in the short term.

Let's look at an expiration date. And again, I'm doing all of this immediately, guys. This is not rocket science. I'm going to show you how easy it is whenever you sell a put option .

So, let's go back to November 20th for example . If I sell a put at 175 , is that better than buying the stock outright? Yes or no? Yes, it's definitely better. Because if you buy the stock, the price is 175.58. Here, I'm getting at least 175.58.

Palantir and Nvidia are quietly isolating Anthropic. The Information reported this week that Palantir pressured Anthropic for final assurances that no data would be retained before allowing its models access to Palantir's enterprise software,

Meanwhile, Palantir and Nvidia strengthened their partnership on September 10 to build what they call a " sovereign AI architecture," combining Nvidia's open NemoTron models with Palantir's Foundry and AIP platforms, keeping all sensitive data entirely within the client's walls.

I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.

but the idea that it's going to wipe out ServiceNow, Salesforce, or Palantir, and that Anthropic is going to take their place, was like a bad comedy.

Last on your list, a dynamic leader and a company that seems to be constantly raising the bar in terms of its growth and the efficiency of that growth from a financial point of view .

I am curious to know your opinion about Palantir.

Yes, I think Palantir is interesting because it actually helps companies implement artificial intelligence in an effective way, and the results speak for themselves. Companies simply do not want to hand over the keys to artificial intelligence to large corporations.

They really want to control their own data and logic. So, you are seeing a shift towards what they call " sovereign AI," where companies balance smaller, open-source models with flagship models.

They do not want to hand over all their intellectual property to single technology giants.

Literally Karp just told us we should nationalize OpenAI and Anthropic because there's too much liability associated with them. And the only way you can't have the liability exposure that OpenAI anthropic has is if you nationalize them or you use Palunteer which was basically a 26-inute long marketing video on why you should use Palunteer.

Palunteer. Let's take a look at PLTR. So, PLTR, the same thing in terms of the breakout and possible failure if we break under this bar's low, which is 16450. So that should be your stop.

Unless you like me believe this was a longerterm breakout in which case and if you're willing to live through a pullback then it should be okay because again what happened with Palanteer over here that should result in a long-term uptrend in my opinion and contrary to what Michael Barry thinks.

I mean this was a major breakdown failure on the on the weekly. See the weekly broke down right here and failed and then broke out. So if we get a pullback, it will only be a temporary pullback in my opinion.

Now if you say no, I'm not willing to live through a pullback to 150 or so to that rising 20 on the weekly, then this is your stop. I gave you your stop 160 16450. Kill it. Exit the position there. Otherwise, I like it higher long term.

There is one company that's actually implementing AI safety platforms for their customers and making things happen. Palunteer partners with Chapatle. Chapatle is now working with Pounder to create a platform that tracks food safety, pest incidents, employee illnesses, and more across the business.

Nvidia, Palantir, Reddit, etc. My plan is to be a long-term holder of those names.

we saw with a Palantir or a Robinhood or, you know, a lot of these other names, they've go up, down, left, right, and in circles.

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

Palunteer up 6600. Palanteer is pretty hot lately.

Palunteer up 27%.

Palanteer, I mean, when you think AI, you think Palanteer. Uh up 2,262% on this stock. This is just a long-term hold. There's not really a price you could give me to make me want to sell my other thousand shares of Palanteer. Like that's just a super long-term hold there.

We're seeing this first one, Palanteer. We're up about two and a quarter% seeing these cyber names move higher today. Yeah, they're, you know, kind of frontier model agnostic, but yeah, they're inside the AI ecosystem.

Uh, it doesn't really matter which one, but they are in all these data centers. they have a technology that is really critical to uh governments and big businesses as to how this data is being put to use and uh yeah if you're thinking about this data being all powerful uh Palunteer is going to be one of the companies that is going to be able to utilize that power very effectively.

I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.

Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.