You Want to See Palantir Stock Hit $250? How it Gets There: TAM Approach
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- čas přidán 4. 12. 2022
- Twitter: / palantirvision
Website: www.PalantirVision.com
Tags: #Palantir #PLTR #PalantirVision
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Great Company long term winner
Maybe it’s just me but it really bothers the sht out of me that at these prices there isn’t any insiders buying I mean that’s the best way to show your customers and the world how much you really believe in the company
If Wall Street ever started buying PLTR software to use at their offices I think the stock price would pop off as they realize how good the product is and invest in the company
@@charlesweaver9297 please name one of those companies
They already do. It was Palantir SaaS that help catch Bernie Madoff.
@@charlesweaver9297 Make a video I would like to know more
Based on you calculation what would that annualized growth rate be?
Fantastic!
My guy if we even get 20b revenue by 2030 i'll be happy.
Thanks for the analysis and positive outlook, which I can forget after days like yesterday. The future is what we need to focus on. I’d like to say Morgan is one of my favorite on air personalities.
How about taking a look at the company’s top investors and if any hedge funds or government are invested in them? The price will only move if there are insiders/whales buying up. 😅
Exactly and that’s what bothers me is at these prices NO insiders are buying and haven’t bought any shares. If I’m as confident as Karp seems why hasn’t they.. it makes me wonder what price would make them start buying at 5$ 4$ 3$ lol but we know not even in the high 6s they didn’t
@@dalebruno5201 $3
Do they have enough of a moat to protect themselves from Microsoft?
I feel the AI revolution if you will is a different animal! I see $100-$150 by 2030 give or take a few years..IMO
COMPLETE pie in the sky.
How does share dilution impact outstanding shares? If I am correct it still does a good amount of dilution.
I see .. you have inflated your outstanding shares estimate. I get it.
Palantir's total sales would need to grow by 26% yoy for 10 years to get to $50B. Growing at that rate for 4 years would take them to $5B in revenue, hopefully with about earnings of $500m or so.
So did you think 25$? With 50 b revenue In 2030? I think to conservative.
A lot of work for Palantir to do to generate that much growth. Perhaps helped by their own internal AI capabilities. How many employees do they have right now?
I think you are right… I actually think there will come a time in the short future… maybe 3-5 years where everyone at large figures out the value of Palantir and it proceeds to ramp as hard as Microsoft in the 90s. Assuming they really do have the software of the future…. If they do, and can keep their lead as companies prove use like Tyson it’s GG and they will take a major chunk of commercial TAM in addition to government.
Seriously could be an Amazon sized company.
Yes true
Hey man where did u go?
almost zero eye contact...
Called being an engineer
The guys IQ is up around the 200 level , I’ll give him a pass on that !
@@jeffs8724he has same hair with Einstein
🇺🇲💪💰
Very optimistic view point. But from 0.1% to 5%, that’s 50x growth. Government spending that much anytime soon or the foreseeable future..maybe but not probably. Also, for every revenue(or clients) that PLTR generates, they require a more engineers so they’ll award them with stock based compensation to keep the engineers. Maybe we should try and do a ratio; new clients/revenues vs. New hiree/stock base compensation average that into your numbers and it’s definitely not $20/share for every 5%. Maybe $5-10/share?
Something doesn't add up. If the market is that huge and Palantir so amazing, why is the stock price such a failure? Typical example of trying to fool people with overly grandiose promises.
Pumper CEO...Ftx mmmm
World Cup is over, so I'm back to watch the soap opera that is PLTR 😆
My evaluation came to $95 for 2031. I based it on FB and Amazon journey. My biggest factor was recognizing SBC up front. Both FB and Amazon did not go hyperbolic until ten years later, roughly. I believe Palanter will take longer to see a price over $100. IMHO
Possible
I hope they buy share back
“Even though I hate this term our TAM is north of 900 billion”
Me “I can’t wait for all the CZcamsrs to talk about the most useless part of the interview the CEO said himself he hates.
CZcams
X25 videos of
“900 billion TAM “
Imaginary Fictional number.
Ha ha ha😅
Why does he squirm like SBF, because he knows what he is saying is lies
Palantir - get a new CFO !
Liar
That entire interview on CNBC was a painful experience for shareholders. He should be in a roll like the CTO not the CEO.
He can’t be CTO really. He doesn’t code! He’s literally a philosopher.
@@FobosLee I’ll accept that but he shouldn’t be the CEO either!!
@@channaw.3538 I agree! Now it all begins to look very suspicious. If the tech is awesome, why nobody buys it?
@@FobosLee you're comment shows how naive you are. Sell and move on
He reminds me of ftx CEO... something is Fishyyy