PLTR has significant upside (4-5x) over 3-4 years due to underestimated free cash flow and improved corporate sales cycles; valuation is reasonable.

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.

Palantir, I mean, look, I keep seeing what this is, one of your favorite companies, this is one of your favorite companies because, look, Palantir, it's like a lot of companies, you know, it's gone from adolescence or elementary school to, you know, obviously it's on its way to $200.

I think it's something that investors greatly underestimate: how far their technology has progressed. It clearly started in the government sector, but what they are doing in the corporate world has changed the sales cycle.

I think this will be a name that will truly change the way companies spend. But if you compare the market value to any metric, investors appreciate it. I think it is, I mean I see it as a stock that could rise 4 or 5 times from here over the next three to four years given the cash flow.

This is the next billion-dollar company because, to me, it's a billion-dollar name. It's about the free cash flow that investors underestimate, and suddenly it will start to really take off.

It's not expensive from a free cash flow perspective.

I think Palantir is a good example. Whether you're talking about Dell or Cisco, this is just the beginning for many of these companies that are finding that next speed.