Folks, Palantir is exploding. The stock that was trading at around seven dollars in May has now broken out to a new cycle high. At twenty dollars, we need to violently break down a big Catalyst that is coming for Palantir. Why the stock is rallying so much right now and why I believe it should rally much much higher.

This will be a very in-depth video and if you appreciate videos like this, make sure to hit that rap if you like button and subscribe I Appreciate each and every single one of you. Okay, let's get to work. Okay, so I Want to start you with this picture of two men. Here you have Ukrainian President Vladimir Zielinski.

And then you have Palantir CEO Alex Carp. and Mr Corp was the first Western CEO to visit Zielinski shortly after the invasion. He wasted absolutely no time in getting there. Now, these photos were not press releases that Palantir posted for clout.

They weren't press releases that Palantir posted to get people interested in their share price. In fact, it was the Ukrainians Zelenski's office actually that posted these originally. Quote: The photos and a summary of the trip were shared by Zielinski's office and posted on social media. Now, why would the Ukrainians be so fast to share these photos and this information about this meeting? Why would this even be a priority? Or at least a Forefront thought for a nation that has just been invaded, Why would you put so much effort into broadcasting that you were meeting with a fairly unknown individual outside of the tech world like Alex Carp? Well, regardless of how you feel about Mr Zielinski I know America's relationship with Ukraine and money and so on and so forth is controversial.

but regardless of how you feel about Mr Zielinski I think you would agree that he knows how to send the world a message when he wants to. He knows how important appearances are. This was a clear message that fighting a war in the modern era is not about who has the bigger army or who spends more money, but rather information and how that information is processed and then used. It was sending a message that we're going to be using technology to fight this battle in a way that nobody has ever fought before.

The Germans used Blitzkrieg so fast you didn't know what hit you. they didn't have in most cases the superior Air Force But but but they moved in so quickly that people were overwhelmed in a similar way. Ukraine Here is saying hey, we don't have the superior Force either, but we're going to use Ai and big data to strike in ways that you never saw. coming to pinpoint the most effective areas to destroy the opposition.

The Daily Telegraph One of the biggest Publishers in the UK Earlier this year headlined the leading Fight in Kev's fight against War Crime and whose face was right there out in front and in the center Mr Alex Corp Palantir CEO and what's he holding? He's holding a light. The quote says Alex Carp The Chief Executive of Palantir has been using digital technology to create a virtual map of Vladimir Putin's activity in Ukraine and this is what Palantir does. It shines light on areas where there is Darkness The article reads the Ukrainian military has Vermont's been using Palantir software in order to Target Russian takes an artillery defense. Experts have said the technology has been instrumental in helping hold off vastly larger forces.

So no matter how many troops and how much money you have again, it is really, really hard to fight a war if you are in the dark and the other side is in the light. If you're in a weaker position, you have to make sure that your strategy is way way better. And having a good strategy means being able to see the most effective areas for you to strike and defend yourself. and Counter-Strike And so it's a huge huge Advantage for them to have Palantir grab the data and have Palantir's platform shed this light on what is going on and what needs to be done.

And this is something that Palantir Palantir's platforms have proven themselves Adept at Whether we're talking about at war in the NHS in the UK with the Dod here in the United States and with hundreds and hundreds of Corporations and other institutions throughout the world, Korp said quote I've been derided for years for saying the ability or inability to wage algorithmic Warfare will in time be viewed in the same way as the difference between having or not having nuclear capacities. But we see that had Russia invested more in algorithmic technology, this war would be very, very different. Now again, the way you you've got to look at this is that Palantir allows you allows you to see and predict things that traditional computers and certainly the human brain cannot. and we're seeing the proof of concept of this all over the place.

This is just one example and again, Palantir's name comes from Palantiri and Lord of the Rings a crystal sphere with magical powers capable of seeing the future and in a similar way. Palantir software does the same thing and it's being used in real time in Ukraine and again in many, many other places. In fact, the U.S Pentagon is working on an international AI surveillance protocol that has been likened to a modern day Manhattan Project And who do they hire? of course, Palantir. The company has also done work with the CIA, the FBI, the National, Security, Agency, and many other agencies within the US government.

Now, the reason that I'm telling you all this is not to get you hyped up about the stock, you need to do your own due diligence, but I just want to give you a picture of the type of company that Palantir is. And for full context look, We've covered Palantir extensively and for years since essentially back when it went public in Fall 2020 and I Know there is a narrative in the retail space that that Palantir is hot meme garbage because it originally went into parabolic mode in 2020 and 2021 alongside the meme stock craze and then dumped as rates went up. And for many people, no matter what Palantir stock does, no matter what calendar the company reports, Palantir will always be just meme garbage. Many people believe that Palantir is only hype and when the cards come tumbling, it'll just go down to zero.

But the people that believe that or what we call wrong These people haven't spent more than a couple minutes looking into the company and have very, very little interest in doing so because if they did, they would have a completely different picture. We made a breakdown video on September 6, 2022 explaining why I believed Palantir was a buy at 728 even if it took a long time to recover and we broke down the balance sheet, the projections, Palantir's magic Revenue growth number and explained very in depth why We believe that Palantir would eventually rebound quite a lot and would age to be a phenomenally phenomenally good entry point at that 7.28 price, but that because because of the current rate crisis and fears that have really really hammered growth stocks, it could be a while until it starts realizing that. And quite frankly, Charlie's a big boy. But you gotta understand we had a lot of criticism for making that video, not just in the comment section, but also from other YouTubers and of course across social media.

Part of that is because we believed in Palantir even before its growth crash and when stocks are down, people consider them bad. But now you're once again in the situation where the stock is up some 212 percent year to date and the people who have shorted the stock have just been completely wrecked. A lot of the egomaniacs who shorted this heavily, especially when it was already down like 70 percent, are now just completely destroyed and they're all quiet. And on the flip side, you're actually starting to see a lot of people on Wall Street come out and say nice things about Palantir all of a sudden.

Of course, that is how it works. People hate stocks when they're down. They love stocks when they're up. But listen to this take from Wall Street Hotshot Analyst Dan Ives He just went on Cnpc last Friday and called Palantir the messy of AI Folks I don't follow soccer and even I know Messi is one of the greatest players in soccer history.

So by saying his name Ives is apparently implying that palateer is going to be the greatest of all time. Quote: In a follow-up interview with Cnbc's The Exchange, eyes laid out his bouquet saying there's a golden path right now for Palantir to monetize what we view as a potentially one trillion dollar market opportunity and investors still have not recognized what this golden use could be. Ives Further states that for an Enterprise CIO looking to adopt AI Palantir is potentially the first call. If you are running a company right now, your shareholders are yelling at you, You need to get on this AI Trend You need to use AI to optimize not just operational decisions, but to make everything so much more efficient.

And if you're running the company and you say no to that, you're gone like tomorrow and then trend is only going to accelerate as AI continues to expand. And he's saying here, hey, if you're that, CEO if you're that, CIO Well Palantir is going to be the first call on your list. Now where does this one trillion dollar market opportunity come from? Where have we heard this before? Well, I believe he's referring to the Bloomberg Intelligence data that suggests that generative AI is going to be a 1.3 trillion dollar market by 2032.. they also estimate that generative AI is going to be about 12 percent of total technology spent at that time.

Now, when someone says that something is going to be a 1.3 trillion dollar market, what does that mean? Well, it means that that is the amount of Revenue that is expected to be generated in that market per year. Which means that even if Palantir is just a medium-sized player in this, it could see a massive, massive, and ridiculous increase in share price. But Deanna Ives is not expecting Palantir to be a small player or a medium player. No, No.

Dan Ives is expecting Palantir to be the messy of AI Now I Want to go back to this 1.3 trillion dollar number for a second? How much really is that? Well, it's hard to visualize, right? Well, let's go ahead and compare that to some other. Industries The global pharmaceutical industry in 2022 was 1.48 trillion dollars. 1.48 trillion dollars. That means generated AI is going to nearly beat Global Big Pharma The size of the U.S healthcare industry is 808 billion, so not even a trillion Global Smartphone market is 457 billion Global Semiconductor Market is 591 billion.

So again, Generative AI at 1.3 trillion dollars alone is going to be a massive, massive industry that came out of literally nowhere. And here's the key difference between Generative Ai and all these other industries that I listed. Generative AI has the potential to be far, far, far more profitable for the companies that are selling it. Not only that, but as it becomes more and more useful.

Well, the companies that are buying it are going to be willing to pay more and more and more and more. And here's the thing about Ai: Ai is software. Yes, there's Hardware components to it, but if you're an AI company selling the software part, that is almost all profit margin. Once you've already built your product now backing up to today.

Currently, most AI softwares are money losers. But the reason is because companies are reinvesting and making their software's more and more competitive. And and they're spending a lot of money on marketing, they're spending a lot of money trying to onboard clients. You look at Palantir.

That's been the long-term criticism. Oh, if the company just simply stopped stopped reinvesting in their product, if they simply stopped onboarding new customers at a loss up front, well, maybe we at Wall Street would actually like them. Well, it turns out that actually investing in your company is Way way better than gutting your company. Palantir could have shot out massive math massive profits for years if they wanted to, but they're not interested in that.

They're interested in dominating the market. And that means massive massive investment. But down the road, those who dominate. If that's Palantir, if that's somebody else, well, they're going to see massive, massive profitability.

Something that a lot of other Industries could only dream of now. Earnings for Palantir are expected to come out on August 7th next. Monday What do I think is going to happen? We'll remember. two things can be true at once: A stock can be undervalued based on its business model and also be running up.

Not because it's undervalued, but because of hype. I Believe there's a lot of people that are buying Palantir. Not because they actually think it's a good company, but they're buying it simply because they think other people are going to buy it and they want to take a profit on that now. I'm super pro trading and there's nothing wrong with that.

But from an analysis standpoint, you have to understand that there's a difference in how a stock moves based on who is buying and selling it. If Traders are buying selling it, that means that the first sign of weakness, they're gonna go ahead and dumpy. Dump it down. The Stock's gonna dive if long-term holders are buying it.

That means that few things are going to get them out of the stock. Palantir's earnings also tend to be very, very nuanced, which means that it's very, very easy for shareholders to freak out on little things. and that should be Amplified Now that Palantir is up again like 200 plus percent on the year and the last two earnings, Palantir beat earnings per share by 49 and 25. And after the 49, Beach you saw a little rally and then a sell-off And then after the 25 beat, you saw the beginning of the current momentum cycle that took it from the 7th to 20..

Now, while that last report had very, very positive action, you got to remember that on the other hand, I have seen, and if you've been watching the stock, you have seen quarter after quarter after quarter for years go by where Palantir could basically report that they cured cancer, that they solved world hunger, that they instituted world peace, and basically Palantir would just dive. But still, it's very, very interesting heading into this new earnings. What? this rapid increase? Market Expectations are a lot higher than they've been in years for palantirs or earnings, and quite frankly I think there's a lot of people holding this that don't know anything about the company and will sell if if beer has put out any kind of hit piece on these earnings. So what does my view Mr Charlie Charlie tell? Well, my view here is that Palantir of the business is very, very very undervalued, but at the same time I think that Wall Street is going to be unlikely to be patient and diligent enough to realize that I think that Wall Street likes the stock for one reason it's going up and maybe a second reason it's in the AI space.

but the moment that Wall Street has to spend a little bit of effort actually looking at the company and what it's doing and all of the great things it's building, well, I think they're going to panic sell out instead of doing that. but I Do believe that's going to create even more entry prices and you're going to see that get bought up pretty quickly and get out to a new all-time high. This is a trial that all stocks have to go through if they're getting up into the very, very very very very big numbers. you look at: Apple You look at Tesla you look at Amazon All of these companies went through these big big Cycles where people hated the stock.

They said the company was garbage and then and then all of a sudden what happens is they start building and building and building and building over many years. Anyways, let us know what you think about Palantir down below. Also, make sure to sign up for our completely free email newsletter and text alerts with that first link down below. We've got a lot of interesting research coming out in the upcoming days and we don't want you to miss it.

Have a good one folks, we'll see in the next video.