PLTR

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.

That's a direct quote from Palunteer CEO Alex Karp. And that was after his company just posted one of the best quarters in its history as a public company.

Uh we're going to take a closer look at Poundier. This is a company that has pretty much built this grow nar this growth narrative of its of of its business focused around AI and more importantly nations building their own AI solutions.

Palanteer sell signal in place. And in fact, Palanteer had a pretty rough week down 8% this week. that sell signal got into place on um on Friday in fact. So when you woke up this morning that sell signal was there saying e now may not be a great time to be owning Palunteer.

I know a lot of people have made a lot of money in Palunteer and all stocks are bad. Every once in a while they act right but all stocks are bad. They all want to steal your money. That's the way I look at it.

Cathie Wood grows Robinhood stake and sheds more AMD and Palantir.

Cathie sold some Palantir. Um I have not that she cares because she doesn't, but I have no issue with that. It certainly it looks like it's got a lot of resting to do. And so, I think it's good to be selling that frankly, if you're long this stock and you're looking for someplace else to put your money, this would be one that you exchange your money uh your your stock for cash and then look to buy uh something else. she sheds Palantir. That's good.

Palunteer. Palunteer. This thing has vexed me for the longest time. I was expecting a mean reversion at 169. You know, that whole 160 zone. It didn't happen. It kept on running.

It ran all the way up to 189. I'm like, what the hell? All of my indicators said this thing was going to roll over and turn down and it did. But but I tell you how early I was, which is annoying.

And again, DA isn't perfect. So if you look at the amount of time I had to wait uh basically, you know, nearly 27 days uh for that to roll over and turn down and it is.

Palantir raised its full-year 2026 revenue forecast to more than $8.1 billion on average, representing an 82% year-over-year increase. Given that this company is highly profitable in terms of operating profit margin and cash flow from sales, these revenue growth rates are likely to lead to booming profits and cash flows for investors.

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

We will start with the most controversial of the three, Palantir. This stock has become the advertising face of the artificial intelligence business . So, let's see if the numbers actually support that .

We will present the optimistic viewpoint, then the pessimistic viewpoint , and then I will tell you what I personally believe.

We previously mentioned buy recommendations for Palointer and Tesla shares, but there is a logic behind that, which reflects some of this caution, even though they also have a valid point about the hardware sector.

Instead, as we mentioned this morning , rather than buying devices when their price drops, we recommend buying Palunteer because it has reached the support level we identified.

today we're going to talk about some big moves in the stock market including Palantir, and we're seeing some moves in Tesla, and we'll be talking about some key setups that I'm watching for the next trade, guys.

And after DataDog, folks, we'll take a look at two other big mobile companies, including Tesla and Palantir. As I said before, there is a major level on Palantir that I am watching, guys.

As expected, we saw a slight decline. We also predicted this decline. We've already talked about that. I would like to say in my last video about stock charts.

SpaceX, Tesla, Palo Alto, and Palunteer all up out of the gate here. All of them. I had SpaceX on the screen. Here's Palunteer.

I saw Palanteer as the poster child of overvalued companies for a long time. But after looking into it, I actually believe Palanteer has never been more attractive than today.

Well, to be clear, it's far from a value play. And last year, Palanteer traded at twice the multiple with half the growth. And that has completely shifted now.

The chips, the Palunteer, Nvidia.

And Nvidia, Tesla, and Palanteer are the usual top holdings.

Palunteer and GameStop are up there, too.

Palanteer 17750. in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

Uh right now Palanteer has the smallest upside of the five with 8%.

Palantir is red hot, 177.50. I mean, what a hot stock. That one up almost 5,000 here today.

Palantir investors, I got some news for you, okay? Or people that are interested in Palantir, I got a little lesson for you in regards to that as well.

Listen, Palantir is insane, okay? This is from the June lows. This is a two-month chart. So, this is where the stock was two months ago versus today. It's up 65%. I mean, that's insane.

You know, think about that for a moment. 65% move, two months, right?

Faster than they'll have a bigger rule of 40 than Palanteer once again. Yeah, I actually think Palanteers is is more exciting because the other ones are benefiting off large bottlenecks, but Palunteers may not even slow down. It's the craziest part.

All right, now let's move on to the fourth stock that I want to talk about. And this one is Palunteer because Palanteer, I think, had the best earnings report of the entire season, at least from what I saw.

So, let's take a look at the highlights. This screenshot shows us that Palunteer had 115% US revenue growth and it grew 23% quarter-over-arter. US commercial revenue grew 149% and US government revenue grew 90% year-over-year.

Total revenue grew 93% which means that Palunteer's business nearly doubled on a year-over-year basis which is just insane. And operating in free cash flow came in at about 1.22 billion with a 63% free cash flow margin.

So Palunteer's business is highly profitable while nearly doubling its revenue again on a year-over-year basis. That is truly impressive.