Palantir Just Changed Everything‼️ - YTread

More pale there is that the most pale actions have broken $ 100 per share this action is up to $ 13.77 absolutely incredible to see my 3333 shares in the public account tomorrow. This type of profits in which we will be sitting here is absolutely incredible, I want to congratulate all those who are a more pale shareholder, congratulations to each and every one that I love to see the people who earn money that many people know They receive. Jealous or when other people are making money, it makes them feel bad things like that that could not be more opposite, I love to see people who earn money.

I love to see that new albums that can know how to change their lives and move on and move on. You know how to retire if you want or buy certain things that you may have as goals or vacations and things as well as if it is incredible to see, so congratulations to all of you, we have businesses to get here today, it's fine now now. If you have been following me on the reaction channel, Jeremy FA earns money, what did I tell them in that video? I said that if they crush the profits, we will have $ 100 upon arriving well, I said that if they fail although we had a great fall.

Upon arriving if for some reason they entered with a lady now, if you look at that video, I told them that I hope they are well in the expectations of the analysts and this company reported some incredible numbers that we are going to talk about. This video here today are important changes with Paler, there are very specific things that I have to show you in this video that are changing completely more pale if we even look where I was a year ago compared to now is a difference of night and day well And so. I need to take you through that in this video and show you some very important things that are not like the best thing about things about the stock Second Thing is that we are going to talk about what I am going to do with my actions correct here is A fairly big position for me in the Patreon portfolio here in the public count 3333 Actions Am I going to sell some actions tomorrow?

Things of many things that people do not see that this is happening in regards to more pale, everyone has a more pale community from there, but let's be very clear, the last hour there has been nothing but a celebration, all obviously very very Very happy. Because the amount of money that is being earned is, obviously, astronomically high, as if some people are making five figures, some people are making six figures seven numbers in more pale stock, it is ridiculous, so once again, if You are looking to join us, you love more pale stock you want to be part of my private group Pin comment and we will take things there, so starting here in the results state, now this could be a bit misleading and I will show you why Only a moment here is fine, so the first year revenues look great $ 827 million of income compared to 68 million at the same quarter last year cost of revenue 174 thousand versus 108 thousand nothing too crazy, it is a bit expected, I mean that your income exceeds $ 200 million for the year so that your cost of income is from you will increase less than 70 million that is a rather normal gross gain was 652 million of $ 499 million, so if we stop there Like Banger as this would have been like an upset of correct results, but then we have some problems here that sales and marketing were 288 thousand since 197 thousand, which is a massive increase in R&D went to 171 thousand of the general administrator From 109 thousand, GNA went to 182 thousand from 127 thousand, so it makes the expenses look pretty out of correct control 641 million in total operating expenses versus $ 433 million in total operating expenses in the same quar last year here, What obtains revenues from operations only $ 1 million of $ 65 million, so expenses killed the company's profitability at this time, interest income was even higher than it was currently $ last year 54 million in interest in versus 44 million are making a bank bank basically that other revenues also reached 14.7 million versus a negative number of $ 4 million in the same quarter last year, so the income previously imposed on rent 80 A thousand versus 106 thousand, which still has a net income of $ 76 million for more than 26 thousand.

Look at shares -based compensation, they are taking a lot of unique when it comes to SBC here, it is a great cost of income SBC 33 thousand verses 11,97 thousand for sales and marketing versus 43 thousand reuse of R&D with 77 thousand versus versus 32 thousand GNA was 73 thousand versus 44 thousand well, so a total compensation based on shares about a double after year, over duplication of $ 281 million, so this is good and bad in the sense of good, by What shares -based compensation is a non -spending cash, so it is an expense, but it is a correct non -monetary expense, but now dilutes the value of the shareholders now on the negative side here, this is making more pale , he reminds him a little more pale in the old days, let's call before the great growth of 2022.

Fees, but what was the only thing I mean that there were two things that people used to put more pale in the day? Correct, so we still obtained profits and that is good, but shares -based compensation has become really intense, we must not discuss that right, so it is something we have to do so that we must participate in the owner of the dilution. Something, if you are looking to be really optimistic, here is something that is really optimistic about the balance of the level of Palante Tier more than $ 2 billion. In cash and cash equivalents, commercializable values ​​of up to $ 3.1 billion, which is an incredible shareholder shareholders' General of the strength that Plaler has an absolute strength and this is one if you think about what gave me a conviction to buy more pale that you know in 2022 when that action was starring and it was that you know seven dollars and any of the big things were From you know what the product that the company had one of the great things that made me pass me was the balance sheet because I looked at the balance sheet, I said that it is a general balance of the strength that this company, as if they can overcome Any storm that have to happen and obviously now did when you look at some of these deeper finances, I think it gives you a better image of what is really happening with the most pale business model and the main changes here, the growth of The commercial income of the United States increased by 64% in one year -turn more than the year, you have to turn my flap cats, oh, my God, only in quarter to quarter, grew by 20% commercial income in the United States In a quarter, so that means that there are not only important accelerations with Palente Business model year after year, but the business is accelerating so quickly that even 3 months compared to the previous things of 3 months they accelerate rapidly, what which is one of the most because these numbers are very incredible and growth accelerations are so fast not only in a year, but, verify that this is the commercial count of US commercial clients.

During the next few years, then we can start talking about Paler will go to 100 more and here we are, that is what they have been able to achieve here, now we are seeing a company that income will probably end up reaching a 40% growth in a anus. -Augural or more than 40% and thatPeople are absolutely magical there, we are doing well, look at these 129 closed agreements of at least one million dollars in the quarter of 58 closed agreements that were at least $ 5 million 30 30 32 closed agreements that were at least $ 10 million , what an absolute animal of a company is an absolute animal because of the way it almost forgets once it exceeds all these UH numbers and I tell what I am planning to do with the stock that we are.

I will move on and react to a Bull Bear debate about Paler that happened in CNBC about an hour or so, I am looking forward to entering you too, I forgot to mention that at the beginning of the video now, look this here, look here, The guide is around $ 860 million at the midpoint for this next quarter Analyst now rests 799 million on average, so the moral of this story will grow the company much faster than analysts expect, which It means that analysts will have to mention all their objectives in all areas, even because of the way in which the price objectives of the shares, in addition to obtaining, gave their expectations of the year complete 2025, the annals were thinking about around $ 3.53 billion revenue companies that speak from 3.74 billion to 3.75 billion, so we are talking about a more pale here that is that you know that we can call it approximately $ 200 million probably ahead of where the anals are and have in mind that you are not surprised if more pale enters pizos numbers throughout the year and do not surprise yourself if at the end of the right year at the end of 2025, do not surprise if they end up making 3.8 or $ 3.9 billion of income and even They approach a number of $ 4 billion, do not be surprised at all.

No company not, I know that not everyone is going to listen to conference calls and all that kind of thing, but there is this, I think it is the most important state Alex Karp The CEO of this company sees the company at this time, says that we are still in the early stages, the beginning of the first act of a revolution that will take place for years and decades our total income in the fourth quar last year they reached A $ 828 record of $ 828 million that represents a growth rate of 14% of the previous quarters of 726 million and 36% of the same period a year ago, this is not an incremental advance or a marginal acceleration of our business.

This is a new phase in the impulse that the sectors are seeing, both commercially and the government, they are different from anything that has come before and the best you know what I love about this, although you know that it comes with the numbers, no It is only a great talk for Big Talk Stake because I own another company that has another CEO. That likes to get his chest, but that CEO makes many statements and does not always come with the right numbers, including the last quarter, made many great statements about many future products and things like that, but that man.

It did not arrive with the numbers Alex KP that arrived with the numbers that has great statements about what they do more shovel and where they are going, but he supported it with the numbers unlike the other CEO of that other company that I have in the rather. I like that I respect that this is big, it is one thing if you are only talking about your game to talk about your game, it is another when you come with the numbers and that is what Alex Karp did here now let's talk about the ugly part of Paler that we had discussed that correctly the market capitalization of tomorrow will probably be somewhere in the range of 200 billion to $ 250 billion now here is the problem that PERER will probably make income of less than $ 4 billion in 2025 , which means that the term price to the sales ratio to Plaer Will Will be operating more than 50 that is extremely high, I want to say that the valuation is absolutely a concern and it is a legitimate concern that nothing can be said about Palecent , I mean, what are the only two things if someone was being bassist and speaking more pal.

One year and spend $ 7 million a year on the product. Why don't we understand that here? In all Fortune 500 companies and then maybe even working downstream with time, so we have valuation problems, although there is no doubt that the price of the sales ratio is ridiculous and then knows that it cannot even discuss Really a company in advance because when it is negotiated at a sales relationship price if you more 50 I mean your 4P will be simply astronomically high, it is a concern, so what I am planning to do with my pencil level actions here. Before and react to that debate of uh bull and bear here, here are my plans, if this has $ 100 more, I am planning to charge 333 shares of this, so if this is 100 very well tomorrow and you know that it is quoted throughout The negotiation day 102 104 106 110 Something like this in cash 333 actions I will take a little more profits.

I have other opportunities that I see in the market that have very attractive risk reward profiles in which I would like Palente here, the risk reward as one action rises more and more erodes that is the way it works well, you know at the end of the day. Great, but the valuation continues to rise, what you know if this assessment continues to rise, even 40 Cu, here is the thing we are now in a place where you know now that the $ 100 of the shares will now have to start talking. On the growth of income of 45% or 50%, we have to follow that they liked these numbers and at some point Perener will finally not be able to reach the numbers that everyone projects as an action goes up, so let's say that hypothetically more pale It was $ 200 right there, there are 100 now let's say that it is going to 200, so let's talk that people will begin to wait 60 70 80% income growth for more pale at some point the story is broken because growth rates From income they become so ridiculous that people begin to expect the most pale can never live up to that type of ridiculous numbers and then get a massive accident in the stock and get a stock that you know is inactive for several years Essentially well, so that day it will come more pale it is simply difficult to predict when they will arrive because they continue to accelerate income growth, but will eventually come, and that is why I am fine for me, let me get a little more of chips From the table here if the stock also goes to 125 150 200 200 I will have to get more chips from the table well because a risk reward begins to skew where it is like, oh, my God, as you know, I could always see that This company returned to 30% and could even see them reach 40% income growth, can I see them grow more than 50% more that begins to be very difficult for me to see that they could see that they are going to 60 or 70% of growth of income?

I have a difference. I have a difficult. Time believing that I would gladly welcome that, as a shareholder, but that is very difficult for me to go there, so that is what we are seeing more pale. This is not that it is not Dang Jokers, let's go ahead and react to this debate about the arc and the bear on Paler, which is fun because the BLL Dan is here, you know what is its target price of $ 90, you are that you know that you know When these types are put in an objective price, it is an objective price of 12 months and here we are tomorrow that the action will probably be negotiated more than 100, so we will probably be even ahead of a bull like Dan IV's numbers here, what what is crazy to think about the other side of this.

However, the debate is Brent Phil, he is the leader of the technological sector in Jeff, he has a lower performance in Paler and an objective price of $ 28, it is good to have them both here and Brent, because of the way I usually only make reactions I reserve my reaction channel Jeremy Le Fake earns money, but I thought this would be a great reaction to put in this pale videos throughout the video and listen to some perspectives of different people in the quarter will begin with you because in the letter of The shareholders that Alex Carp presents each quarter basically, called this a new phase when the adoption of accelerates and with the growth of sales, which is what we are seeing in Paler and spoke with Karp and told me that way, He said it is a physical education company that you acquire that you acquire a large insurance company and want A project of several years like 3 to five now, is a cost of a QUTER.

That is completely different and if you do and the company on the street, will you not have very different margins and very different income and then continues from there, but we have talked and that is what is the huge? Point and that is why I talk about that as if it were almost like a compound interest in a snowball in which you speak that you know if another company does not, but this is what the other companies will eventually do it over time Because sales people change all the executive time change to other members of the Board the members of the Change Board, like all these companies have the Board of Directors, all these large companies and, therefore, the Board of Directors of This company is like Oh yes, you know that I am at the meeting of this company here we are using more more than helped us in this way, they begin to talk to the CEO about it, which is the other board of directors And it is how this creates as the virality of a product, especially in the species of SAS space.

And it is as if it were more pale for many years of very strong income for a time, know that 2025 could be the year in which it is seen that this application layer really takes effect and you see that corporate America begins to obtain the benefits of The investments that have made in a more pale AI seem to be very ahead depending on the profits we have just obtained, does this change your thesis? To grow five OH, oh shoot, it has an objective price of $ 28 in it, Oh, which did not know that it was that bassist that is difficult, is difficult of $ 28 target price in the shares that quote $ 100 Oh that that It is difficult that it is a difficult row with 50% ALER seems to be very ahead depending on the profits we have just obtained, does this change make your thesis?

The actions would still be negotiated 15 times, so we are not arguing the foundations and congratulations to them in a great decision to give action. And experts there is no other software company like this, it is the lowest question of any institutional investor because just any institutional investor possesses it, so I'm going well, there are few things well, one is that it makes an argument completely just around the valuation it can. ' I must discuss that, like the trade to extremely high multiples, following 12mth p front p 2 years 4ward P as we show in a thousand x well, I mean that it does not matter what metric I want to see it exchanges incredibly rich.

It doesn't matter what you see, it changes very rich point completely just for them, I can't discuss that, but he talks about institutions like the ones you know are not really interested in one, they possess it, if it is something I could say . More and more institutions in Big Money will be increasing See you here, which is quite intriguing from the perspective of the price of the shares until we have all seen what happened with the snowflake at 50 times income, we have all seen what happened to Daya Dog and others and perhaps Paler are congratulations to them and I agree with you, you are reaching the application lir and are in an excellent place, so I am not sitting here attacking the foundations that the foundations are great, ours is largely focused on the actions and looks What happened with investors in the last 20 years when you chase things at 50 times income, yes, that Ford P is not a joke, that is not Jokas, that's that is a Holy Smokus 216 216 that is its point that this It is the right thing, as you cannot say that it is not fair as ifAbsolutely change to extremely high multiples, it does not end well and none of them has so good that I think part of this part of this we are alone with scars of that and perhaps we are totally wrong, and so I recognize that you know that we are wrong, But I also recognize as if you had to look at the story and look at the fundamental analysis UM so that is what we are going to follow at this time, they give, so the most pale case, the answer is absolutely more pale than the stocks will happen For an important accident and the action will go down 40 50 60% UM correct and then it will be a return rise that will probably take years to go to be, but predict exactly when that moment is very difficult and I do not think the time comes until Obtain a stock market accident and I like the total risk outside the right of the market or get a situation in which income growth rates have reached the route and then that income growth begins to decelerate to slow down a Once you get to that moment, I think it's when the most pale stem begins to be very challenged, but once again, when we predict that this will happen, could it be the next quarter?

There I want I want to obtain your response to that assessment because a series of people here, one of the other things that arose in my conversation, was the tent with Karp is the fact that this is how he said it, he said. We do not have the correct jokes of the correct costumes, the correct dinners of correct meat that we are never exactly the right people at the right time, and that is probably the biggest limit for our growth of the wrong people, but the correct products obtaining This idea that they tend to be entrusted and do not have a marketing team and, nevertheless, they are growing, they have called it disorderly of AI, but the disorderly of AI seems expensive according to some and some valuation metrics.

Is it correct for a setback here? Hey, but being fair, Messi is also expensive as you know that you can't make cheap play, the same, the same with Ronaldo, those guys do not play cheap Oh, I think this was a historical quarter UM and, ultimately, ultimately , look at the bears that were bassists at $ 10 hated 40 and despised him 100 well and I think they can see the AI ​​in the spreadsheets when we make checks OH my Gosh RBC has an objective price of $ 11 at $ 11. People should study more about the business model and the product, I think it is so if they simply did more studies on the product, I think I do not think they have $ 1 price objectives in the shares as if that is ridiculous.

Made by Pounder, I think it is the next Oracle, it is the next sales force, I think this is the company when it comes to a revolution, this is really front and the center is what will be one of the great beneficiaries they need to Take out the lever marketing here, do you need to build that team or is it necessary? I think that the terrifying is without direct sales force and basically more incoming, this is what they have done in terms of what these types of numbers begin to see the next three five years and I believe that this is ultimately, ultimately, This could be a brand limit of billions of dollars when we monitor the next two three four, as Brett spoke, I mean that institutional has obviously been very negative, but as we have spoken.

I think that many have lost the largest historical growth names in the last 20 years because they focus on the assessment, I will try to get both quickly, but we have to be fast in the answers that Brent is more pale Tesla or Nvidia here Tesla where the foundations do not matter because the personality of the CEO is so large or nvidia where it may seem expensive now, but next year it will look cheap due to the foundations, it is tesla at this time, it is fine, I mean that It is what it is to look at it again. 'He returns to any story that you know and keep in mind that I have bull actions that Tesla made me more money than I could imagine and palante made me a good amount of money, not as much as Tesla, but the moral of history is you Know and I am as if you knew how to push my own children here with my right actions, but here is a difference between the ton tesla numbers have absorbed the numbers of white period volunteers.

So that is the key difference and that is why I do not think it is fair to call Paler Tesla, I think it is actually disrespectful to call them Tesla because they are arriving with the numbers that Elon is not arriving with the numbers that Elon is coming , hey, we are going to sell one million robots that we are going to do op. It is true that perhaps some of that will not come true Bla, blah, blah, but the moral history that is how we hope to do something one day the numbers are not good automotive income has dropped 8% year after year the last time not I checked none.

From their numbers they are low, they are shot, so it used to be a great fulfill I really do and that. It comes from an old Well, Tesla is not bad, although you know they give is Tesla or Nvidia. I look, I say it is Tesla with a little of Nvidia and guess what a great club is to be and when it comes to Tesla I think this is, ultimately, this is Tesla in 2015 2016, where it beats well, only always That it is not Tesla in 2023 or 20, that it was 2024 a brief period of time, since maybe Alex Carp needs to buy twitter and again why, but but, but, but but, but but, but but, but but, but, but But but, but but, but but, but but, but but, but but, but but, but but, but but, but, but but, but, but but, but but, but, but but, but, but, but but, but But, but but, but, but but, but but, but, but but, but but, but, but but.

Once again, you look at Karp, you look at the AlmizCles visionaries, visionaries of great personalities too, all good, give Brent, thanks, time for an update of CNBC news now, so you see what I just did there . I just break it for you, guys, we pass through all the numbers of me. He showed him the main changes that are happening with the correct business model and I did everything fairly, I did not come out and you only know that the shares are going to one billion and billion billions of dollars correctly broke everything that is What is what we 'revolo, here is what is really going well with the numbers, this is what could be even better in the future here, this is where the valuation and you know that here we are my Reaction channel at some point this year will probably affect more than 100,000 subscribers, which will be my fifth YouTube channel to obtain a silver playback button, so I am very grateful and if I think about success, I think that much of that has What to do with that kind of justice in companies where I can show you how good, what is bad, not only do I look at it, and I just say that you know the moon, I look at it here, there is a fair evaluation of what is happening here is The risk here is the reward here is the potential boom and I thank you for everything for being here and I hope you always enjoy it and really respect that and I would say that 99% of my subscribers, you know that in a huge way, perhaps the 1 % do not respect that and just want you to know that they leave and you say nothing more than positive things, but for most of you, I know that you absolutely love that and really respect it at a high level, so you appreciate everyone for being Here if they seek to apply the private group that will be a PIN comment down there, click that you complete an application, we will see if we can access it there with us, the most pale chat chat chat all the different chats UM, as well as access To all my best curriculum of the courses, see if we can get access to that, maybe a little later this week or maybe during the weekend, it's fine, guys, much love and have a great day