🧨 PLTR Stock | This HUGE News Will Make Palantir Stock Explode

00:00
the start of this quarter has been
00:01
unbelievably good for palantir and i'm
00:03
really surprised that almost none of
00:05
this news seems to have been priced into
00:07
the stock
00:08
yet each quarter more and more
00:10
institutions are holding more and more
00:12
pound tier stock this past quarter nine
00:14
out of ten of the largest institutional
00:16
transactions around palantir were buys
00:19
likewise most of the top 10
00:21
institutional holders increased their
00:23
position size in palantir by triple
00:25
digit percentage points palantir has
00:27
quickly become one of ark invest's
00:29
biggest overall holdings weighing in at
00:31
over well over 700 million dollars
00:33
across all of their actively managed
00:35
funds combined even though all six of
00:37
those funds shrank by huge amounts over
00:39
the last quarter actually arkanvest only
00:42
has the third largest institutional
00:44
position in palencia stock and most of
00:46
the other top 10 institutional holders
00:48
bought even more of it this past quarter
00:50
than kathy wood did at least
00:52
percentage-wise the reason i'm pointing
00:54
all this out is that as more and more
00:56
institutions hold palantir stock more
00:58
analysts will continue to cover it and
01:00
information will get priced into the
01:02
stock faster and faster so i want to go
01:05
over a couple of these news items which
01:06
cover their continued expansion into the
01:08
commercial market via their foundry for
01:10
builders program as well as a major
01:12
government contract which they recently
01:14
won with their gotham platform before
01:17
this information gets priced into the
01:18
stock if you enjoy this type of research
01:21
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01:31
like palantir regardless of how youtube
01:33
tunes its algorithm let's get right into
01:35
it starting with their expansion into
01:37
commercial businesses
01:39
back in july palantir launched a program
01:41
called foundry for builders an
01:42
initiative dedicated to supporting early
01:45
stage companies by providing them with
01:46
the foundry platform for palantir
01:49
foundry for builders marks their
01:50
continued expansion of its business
01:52
beyond large organizations with complex
01:55
data environments to younger companies
01:57
under foundry for builders palantir will
01:59
sell foundries to startups under a
02:01
subscription model first the companies
02:04
connected to palantir's alumni before
02:06
expanding the initiative to other early
02:08
stage companies right away let me point
02:10
out two important details here first
02:13
foundry for builders is a program that
02:15
helps palantir directly by giving them
02:17
early access to new use cases that they
02:19
can only get by bringing new early stage
02:21
companies onto the foundry platform
02:24
think about how much later palantir's
02:26
competitors are getting into some of
02:27
these young companies simply because of
02:29
budget reasons i also think that a lot
02:31
of investors don't realize that
02:33
palantir's strong relationships with the
02:35
us government don't stop it from getting
02:37
business all over the world the first
02:39
cohort of companies in the foundry for
02:41
builders program includes many companies
02:43
outside the us look how diverse this
02:46
roster is a new york-based company that
02:48
helps customers understand medicare
02:49
plans a london-based company that uses
02:52
ai to help companies make legal and
02:54
consulting decisions a norway-based
02:57
fintech company focused on business to
02:58
business buy now pay later solutions and
03:01
a company that makes robots for
03:02
industrial inspections all on the same
03:05
foundry platform talk about flexibility
03:08
the second thing is just my opinion but
03:10
hear me out when i first got into
03:12
college you could only get facebook if
03:14
you had an email that ended in edu and
03:17
you belonged to a certain group of
03:19
schools facebook generated a lot of buzz
03:21
by being so exclusive and at the time
03:24
everyone wanted to be on it this wasn't
03:26
your grandma's facebook yet facebook
03:28
being so exclusive in the beginning and
03:30
allowing all that demand to build up is
03:32
one of the foundational reasons i think
03:34
it got so big i'm not saying that
03:36
palantir's foundry for builders program
03:38
is going to do the exact same thing at
03:40
the exact same scale but i do think that
03:42
restricting the program to palantir
03:44
alumni only is going to keep generating
03:46
a lot of buzz and demand with companies
03:48
who want in but can't get it for now by
03:51
the time they build up their roster of
03:53
companies testimonials and supported use
03:55
cases to the point where they're ready
03:57
to allow anyone onto foundry the line of
03:59
companies who want access to it could be
04:01
very big well guess what just over a
04:04
week ago palantir added seven new
04:06
companies to the foundry for builders
04:07
program so let's take a quick look at
04:09
this second cohort elementis is a new
04:12
york based blockchain analytics platform
04:14
elementus is creating a universal
04:16
blockchain query engine to help
04:18
financial institutions maintain
04:20
compliance and security make informed
04:22
investment decisions and analyze
04:24
on-chain data so they're using
04:26
palantir's foundry platform to build a
04:28
collaborative blockchain ecosystem for
04:30
everyone from financial institutions to
04:32
regulators exchanges and even funds next
04:35
we have emyria a drug development and
04:38
clinical care company focused on
04:40
developing technology-powered health
04:41
services that elevate clinical care and
04:44
deliver deep clinical insights they
04:46
collect and systemize real-time dynamic
04:48
patient data and clinical evidence
04:50
across the entire healthcare journey
04:52
they're a healthcare data analytics
04:54
company that helps patients and
04:55
clinicians find new treatment plans and
04:57
they also help drug development
04:59
companies collect and analyze clinical
05:01
evidence to validate new treatments and
05:03
therapies emira is an australian company
05:06
that's publicly traded on the asx under
05:09
the ticker symbol emd
05:11
here's one more for you me prism is a
05:13
los angeles based startup focused on
05:15
enabling customers to take control of
05:17
their data and how it's transacted on
05:20
the digital marketplace i think this
05:22
company is a no-brainer for palantir
05:24
because its core company values include
05:26
data protection privacy and security me
05:29
prism is a service where you connect all
05:31
of your accounts to their platform and
05:33
receive a data score kind of like how
05:35
you have a credit score when your data
05:37
score is high enough which i assume
05:38
means you have enough data to be
05:40
valuable to different companies you can
05:42
use me prism to start selling your data
05:44
directly to those companies who bid on
05:46
it and you get paid instantly me prism
05:48
also shows users their online
05:50
personality breakdown which companies
05:52
bought their data without consent and
05:54
why they're being targeted with certain
05:55
kinds of advertisements think of all the
05:58
different data types structures and
05:59
sources that go into building this kind
06:01
of business i honestly can't think of a
06:03
better platform to build that business
06:05
than on palantir's foundry this emphasis
06:08
on data security isn't just some quirk
06:10
in palantir's corporate culture it's the
06:12
reason that they can work with large
06:13
government institutions on classified
06:15
programs as well as large commercial
06:17
institutions with secret projects and
06:19
secure networks each company on this
06:21
list is incredibly different from the
06:23
next streaming and collecting sports
06:25
data for european cricket digital
06:27
nutrition and food planning supply chain
06:30
automation wind farm optimization all
06:32
using the same foundry platform to do
06:34
the same thing in very different ways
06:36
get all their data together and analyze
06:38
it to automatically make meaningful
06:40
decisions at every step of their value
06:42
chain now think about it from palantir's
06:45
point of view after generating as many
06:46
use cases as they can from these
06:48
businesses how much easier will it be
06:50
for palantir to win the business from
06:52
the next blockchain analytics company
06:54
the next clinical care company or the
06:56
next personal data privacy company what
06:59
about when a state or federal government
07:01
agency wants to start a program focused
07:03
on the blockchain or on regulating
07:05
consumer data privacy even though
07:07
palutear doesn't share data across
07:08
clients nothing stops them from porting
07:10
these high-level models and tools back
07:12
to their other platforms that's the
07:14
virtuous cycle that i think palantir is
07:16
really getting itself into by investing
07:18
in early stage companies on the
07:20
commercial side and having them build on
07:22
the foundry platform if you're
07:23
interested in learning more about
07:25
palantir's investments and business on
07:27
the commercial side i'm organizing and
07:28
putting out a lot more written content
07:30
on it if you're a regular viewer of the
07:32
channel you know that i've been
07:34
producing educational investing content
07:36
for about a year now during that time
07:38
i've turned down over a hundred offers
07:40
from dozens of potential sponsors that's
07:42
because i really believe that your time
07:44
is valuable and i always try to treat it
07:46
like an investment i never want to put
07:48
products or services in front of you
07:50
that i don't use myself well after some
07:52
soul searching i'm excited to finally
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put a sponsor in front of you that i
07:56
really believe has a lot of integrity
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and is worth supporting so i'm proud to
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say that this episode is sponsored by
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public.com an investing social network
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that i feel really brings together the
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best of both worlds on the investing
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we need to create and share meaningful
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investment content like my articles on
08:47
palantirs investments and their foundry
08:49
for builders program so if you want to
08:51
check out even more of my palantir
08:53
content or you just want to know when i
08:55
buy the stock for myself consider
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joining the hundreds of people that
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already follow me on public.com i'll
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leave a link to my two palantir articles
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offer for you in the description below
09:23
as well
09:24
great let's switch from palantir's
09:26
commercial side over to their government
09:28
side a little over a week ago palantir
09:30
announced that it has been selected by
09:31
the us army's program manager for
09:33
intelligence systems and analytics to
09:35
deliver the army's intelligence data
09:37
fabric and analytics foundation for the
09:40
cd2 program pouncer was selected to
09:42
progress to the next phase of the army's
09:44
competitive
09:45
823 million dollar id iq contract idiq
09:49
stands for indefinite delivery
09:51
indefinite quantity palantir will deploy
09:54
gotham to support army intelligence
09:56
users worldwide with a globally
09:57
federated intelligence data fabric and
10:00
analytics platform that spans multiple
10:02
security classifications so let me point
10:05
out two things here as well first having
10:08
one platform that supports a worldwide
10:10
list of army users that spans multiple
10:12
classifications is a very very difficult
10:15
challenge because different areas of the
10:17
army have different ways of handling
10:19
their access lists and their networks
10:21
not to mention the actual data and
10:23
analytics capabilities you'd think
10:25
everything for the army would be
10:26
standardized everywhere and work the
10:28
same way and that's probably true on
10:30
paper but it never works that way in
10:32
practice plugging the us army's
10:34
intelligence systems and analytics into
10:37
palantir's gotham platform will bring
10:39
this part of the army a lot closer to
10:41
having that unified consistent view of
10:43
all of their data which is obviously
10:45
super important when you're talking
10:47
about multiple teams stationed all
10:48
around the world second although it
10:51
isn't explicitly mentioned in the
10:52
article i'm willing to bet that palantir
10:54
was selected at least in part because of
10:56
their apollo platform which is the
10:58
platform that powers their other
11:00
platforms apollo sits between palantir's
11:02
other applications and the underlying
11:05
infrastructure that they run on in order
11:07
to orchestrate automate and
11:09
asynchronously deliver updates to their
11:11
installations of gotham and foundry if
11:13
that just sounded like a bunch of
11:15
buzzwords in mumbo jumbo to you let me
11:17
say it a different way apollo lets
11:19
palantir push the right updates to the
11:21
right clients and the right machines at
11:23
the right times even if those machines
11:25
are sitting on classified networks or
11:27
networks that don't touch the internet i
11:30
cannot emphasize enough how big of a
11:32
market apollo unlocks for palantir that
11:34
other software-as-a-service companies
11:36
simply cannot touch
11:38
apollo is what allows palantir to be one
11:40
of just five companies authorized for
11:43
mission-critical national security
11:44
systems by the us department of defense
11:48
the other four companies are oracle
11:50
microsoft project hosts and disa which
11:52
is the defense information systems
11:54
agency this is a tiny list think about
11:57
how sticky that makes palantir if this
12:00
part of the us army decides they want to
12:01
try a new platform imagine the amount of
12:04
infrastructure and software they'll have
12:06
to change to do it i'm excited to track
12:08
the progress of the idiq program and
12:11
this cd2 program over time because new
12:13
news on these programs could highlight
12:15
more and more differentiators that allow
12:17
palantir to get in with other big
12:19
companies and other big programs for
12:21
those companies over time everything
12:24
i've just talked about so far is
12:25
literally just two days worth of news
12:27
from palantir at the time of this
12:29
recording palantir stock is down seven
12:31
percent over the last month and is still
12:33
trading sideways since the start of the
12:35
quarter so i'm pretty sure that this
12:37
news isn't getting priced in yet comment
12:39
below or tweet me at ticker symbol u
12:41
with your thoughts do you think this is
12:43
just business as usual for their foundry
12:45
and gotham platforms or did one of these
12:47
companies or use cases that palantir
12:49
added to foundry for builders surprise
12:51
you i'm excited to hear your thoughts as
12:54
for me i think investors and analysts
12:56
aren't really seeing the forest for the
12:57
trees with these news items palantir is
13:00
adding blockchain focused use cases to
13:02
their foundry platform thanks to
13:03
elementos if they can handle that i'm
13:06
hard pressed to think of a use case that
13:07
they can't handle
13:09
i also think that they're going to keep
13:10
proving that gotham and apollo can help
13:12
modernize the data layer for a lot of
13:15
the defense industry and support
13:16
real-time decision making for a wide
13:18
variety of defense applications across a
13:21
lot of separate systems at a lot of
13:23
different classification levels and of
13:25
course all of these things will continue
13:27
to feed back into each other as palantir
13:29
stands up more out of the box
13:31
functionality on every platform as it
13:33
keeps adding new clients and contracts
13:35
to any one of them that's why palantir
13:37
is going to have one of the top spots in
13:39
my 100 thousand dollar portfolio that
13:41
i'm opening on public.com when this
13:43
channel hits 100 000 subscribers i'm
13:46
building that portfolio from scratch to
13:48
compete directly with rk arc invest's
13:51
flagship innovation fund which also
13:53
holds a lot of pound-tier stock i hope
13:55
to run this investing project for at
13:56
least the next five years or as long as
13:59
it takes me to admit defeat if you're
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14:40
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alex reminding you that the best
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you