Is PLTR Too Expensive At $28 And Above?
Summary
TLDRThe Inner Circle show returns for season 2 with a new format featuring daily Tesla and Palantir videos. Despite being on jewelry service, the host aims for daily uploads. Palantir stock has been fluctuating due to macroeconomic factors and institutional ownership increases, signaling confidence in the company's long-term potential. The Oracle partnership expands Palantir's market reach, enhancing its credibility. Meanwhile, competitors like Snowflake face security breaches, highlighting Palantir's robust data security and privacy as a strength, potentially attracting new customers.
Takeaways
- 📈 The Inner Circle show is starting season 2 with a new format of one Tesla video and one Palantir video daily.
- 💍 The host is still on jury service this week and might miss some daily uploads, but will return to regular scheduling soon.
- 📊 Palantir's stock has been performing well despite fluctuating due to macroeconomic factors and specific company developments.
- 🏦 Institutional ownership of Palantir has been rising, with many institutions starting or increasing their positions in the stock.
- 💡 Increased institutional ownership indicates growing confidence in Palantir as a long-term investment.
- 📉 There are concerns about whether Palantir's stock is too expensive currently, but this depends on whether investors see it as a long-term or short-term hold.
- 🤝 Palantir's partnership with Oracle has been strengthened, making Palantir's Foundry and AIP available on Oracle Cloud infrastructure.
- 🌐 The Oracle partnership expands Palantir's market reach, potentially leading to increased sales and revenue.
- 🔐 Palantir's strong reputation for data security and privacy is a significant competitive advantage, especially compared to competitors like Snowflake.
- 💬 Viewers are encouraged to share their thoughts on Palantir's stock price, the Oracle partnership, and their own investment strategies in the comments.
Q & A
What is the new format of the Inner Circle show for season 2?
-The new format for season 2 of the Inner Circle show includes one Tesla video and one Palantir video every single day, as opposed to the previous format which had a main show segmented into separate sections.
Why might the host not be able to post videos every day during the week?
-The host might not be able to post videos every day during the week because they are on jewelry service and remaining on call, which could require their attention if needed.
What has been happening with Palantir's stock price recently?
-Palantir's stock price has been going up and down, but overall, it has been doing quite well. The fluctuations are influenced by macroeconomic factors such as CPI data and FED commentary, as well as Palantir-specific reasons.
What does an increase in institutional ownership of Palantir's stock indicate?
-An increase in institutional ownership indicates that more institutions, such as mutual funds and pension funds, are buying Palantir shares, showing increased confidence in Palantir as a long-term investment.
How could institutional investors' trading behavior affect Palantir's stock price?
-Some institutional investors might trade Palantir's stock with an expectation of it increasing up to the S&P 500 inclusion, after which they may take profits at the highs and sell out of some of their positions, potentially affecting the stock price.
What are the host's thoughts on whether Palantir's stock is too expensive currently?
-The host believes that whether Palantir's stock is too expensive depends on the investor's perspective and time horizon. While it might look expensive in terms of ratios, the underlying business is doing extremely well, and Palantir is positioned for long-term growth in the AI revolution.
What is the significance of the Palantir Oracle deal for Palantir investors?
-The Palantir Oracle deal is significant as it expands Palantir's market reach, especially to Oracle's existing customer base of around 430,000 customers globally, potentially leading to increased sales and revenue.
How does the Palantir Oracle partnership aim to benefit enterprises and governments?
-The partnership aims to help enterprises and governments accelerate their AI initiatives by leveraging Oracle's cloud and AI infrastructure along with Palantir platforms, providing a comprehensive solution for AI adoption.
What recent event involving Snowflake and AT&T might impact Palantir's competitors?
-AT&T suffered a massive hack of customer data, which included records of calls and texts, and the information was illegally downloaded from a workspace on Snowflake's platform. This event might worry investors and customers, potentially leading them to consider other options like Palantir.
How does Palantir's reputation for robust data security and privacy set it apart from competitors?
-Palantir's strong reputation for data security and privacy, along with its IL6 certification and experience working with government agencies, positions it as a trustworthy option for customers who prioritize data confidentiality and security.
What is the host's call to action for viewers regarding their Palantir position?
-The host encourages viewers to share their thoughts on Palantir's stock price and whether they are still buying, holding, or taking profit, and to comment on the recent developments discussed in the video.
Outlines
🚀 Season 2 Launch and Format Change
The host of the Inner Circle show welcomes viewers back to the start of season 2, announcing a format change to include alternating Tesla and Palantir videos daily. Acknowledging a busy week due to being on jewelry service and potentially being on call, the host reassures that efforts are being made to resume daily uploads. The host then delves into recent developments in the world of Palantir, noting significant activity and a generally positive stock performance. The summary touches on macroeconomic factors influencing Palantir's stock, institutional ownership trends, and the host's personal views on the stock's valuation and the company's long-term potential in the AI revolution.
🤝 Palantir's Oracle Partnership and Market Expansion
This paragraph discusses Palantir's certification on Oracle Cloud infrastructure, enabling the availability of Palantir Foundry and AIP across Oracle's cloud deployment options. The partnership aims to assist enterprises and governments in accelerating AI initiatives by leveraging Oracle's cloud and AI infrastructure along with Palantir's platforms. The significance of this collaboration for Palantir investors is highlighted, as it expands the company's market reach, particularly to Oracle's extensive customer base, potentially leading to increased sales and revenue. Additionally, the paragraph mentions the credibility boost for Palantir through this partnership with a well-established company like Oracle. The host also addresses recent news about data breaches involving competitors like Snowflake and AT&T, suggesting that Palantir's strong reputation for data security and privacy might attract customers from these competitors.
Mindmap
Keywords
💡Inner Circle show
💡Palantir
💡Institutional Ownership
💡Macroeconomic Factors
💡Oracle Cloud Infrastructure
💡AI Initiatives
💡S&P 500 Inclusion
💡Data Security
💡FedRAMP
💡Snowflake
💡Investor Confidence
Highlights
Season 2 of the Inner Circle show begins with a new format featuring daily Tesla and Palantir videos.
Host is on jewelry service and will try to keep videos daily, but may be limited due to work commitments.
Palantir stock has been performing well with recent fluctuations attributed to macroeconomic factors and company-specific news.
Institutional ownership of Palantir is increasing, indicating growing confidence among large funds.
Increased institutional ownership can be a positive sign for retail investors considering Palantir's long-term potential.
Some institutions may trade Palantir stock anticipating the S&P 500 inclusion for potential profit-taking.
The question of whether Palantir stock is too expensive is subjective and depends on investment horizon.
Palantir's underlying business is strong, with robust financials and significant momentum in deals and innovation.
The artificial intelligence revolution is still in its early stages, offering growth opportunities for Palantir.
Palantir's partnership with Oracle aims to help enterprises and governments accelerate AI initiatives.
Oracle's vast customer base and cloud infrastructure could significantly expand Palantir's market reach.
The Oracle deal adds credibility to Palantir, potentially attracting more businesses considering AI solutions.
Snowflake and AT&T's stock prices dropped following a report of a massive customer data breach.
The data breach could lead to customers considering alternatives to Snowflake, possibly benefiting Palantir.
Palantir's reputation for robust data security and privacy is a significant strength in the AI market.
Palantir's IL6 certification and FedRAMP status demonstrate its commitment to high-level data security.
Viewers are encouraged to share their thoughts on Palantir's stock valuation and their investment strategies.
The host will continue to provide updates on Palantir and its market position in upcoming videos.
Transcripts
welcome back to the Inner Circle show
and the start of season 2 and in the
light of try and new things I'm going to
mix up the format a little bit so now
we're going to have one Tesla video and
one paler video every single day rather
than having a main show which is then
segmented into separate sections I am
still on jewelry service this week and I
am remaining on call if they do need me
so if the videos aren't every single day
this week don't worry I'm trying my best
and I will get back up and running every
single day as soon as possible so let's
catch up on everything that has been
happening in the world of palente here
and oh my there has been quite a lot
going on but before we get into all of
that don't forget to like this video
subscribe to the channel and turn your
notifications on so you do not miss an
upload Monday through
[Music]
Friday so whilst I've been away palen
stock has actually been doing pretty
decently but the company behind the
stock is way more important than just
the short-term stock price movements so
why has paler stock recently been going
up and down it's been a little bit all
over the place overall it's been doing
pretty well well as per many factors
come into play here one of the big ones
being macroeconomic macro factors for
example the CPI data we had and the FED
commentary that we've been receiving but
also we've had a few paler specific
reasons that we will also cover in the
recent few months and the recent few
weeks one big thing that seems to be
happening is the institutional ownership
of paler has been on the rise this just
means that the number of shares of
palente the institutions institutions
being being things like mutual funds
Pension funds you know these big big
organizations that control a lot of
money have been buying of paler I saw
this over on X from Mike and this is
showing us the institution activities
and what you can see here is that many
many companies many uh institutions have
been actually starting a position in
paler but also on top of that uh
companies that already owned paler have
been increasing their paler Holdings
some of them by quite substantial
percentages and you can also see on
fintel the institutional ownership of
paler over time and that has been
gradually increasing I have discussed
this a number of times on the channel in
the past but seeing an increase in
institutional ownership is a a good
thing for many different reasons for
example it shows us retail investors
that among the institutional um funds
the the big funds out there managing
lots and lots of money they are having
increased confidence in paler as a
long-term play so they are now seeing
something in palente they're thinking
that paler could do very very well in
the mid and long term that maybe us
retail investors have been seeing for
quite a while but we also have to
remember that some institutions will be
trading this position more than others
meaning some of them will be very much
expecting paler stock to increase up to
the S&P 500 inclusion then they'll
expect somewhat of a peak and then they
will take profit um at the highs if you
will and sell out of some of their
positions so we do need to expect that
too I've heard a few people ask asking
the question and I think it's a very
reasonable question about whether or not
paler stock is now too expensive you
know it's been closing at above $28 it's
been doing very very well it hit yearly
highs during the week it's up 70% year
to date all of these different things so
my thoughts on this are it just depends
how you're looking at this are you
looking at paler as a longterm uh
position are you expecting to be holding
this company holding this stock for many
many years or are you actually expecting
more of a short to midterm hold
depending on which one of those camps
you fall into you'll probably have a
different opinion but yes paler could be
looking a little bit expensive right now
in terms of ratios and other things that
you could look at but to me the
underlying business is doing extremely
well both in terms of financially it's
building is very very strong but also in
terms of momentum and deals that they
are getting and Innovation that they are
showing when I think about what
companies I want to put my money to own
a little bit of over the next five six 7
10 years paler without a doubt is one of
those we've also got to remember that we
are still very very early in this whole
artificial intelligence Revolution there
is still lots of growth there left and
for companies that can offer good
Solutions in terms of AI and that's what
I think we're going to see happen and
it's already happening money will move
from those companies that are offering
pretty useless AI solutions to those
offering real world useful Solutions and
I think that's where paler shines but do
let me know if you think paler stock is
too expensive right now and whether or
not you are still buying so that's a
little bit about paler stock the
macroeconomic situation and the
institutional ownership but now I want
to switch gears a little bit and talk
about the paler Oracle deal that has
recently come out so this isn't a new
deal this isn't the first time we've
heard about palente here working with
Oracle in fact in April this year we
heard about a new partnership that they
were they were having together but now
we've got even more information that is
basically setting this collaboration in
stone so we've now been told that
palente Foundry and AIP have been
certified on Oracle Cloud infrastructure
and are now available across all of
oracle's distributed Cloud deployment
options this partnership is basically
aiming to help Enterprises and
governments to accelerate their AI
initiatives by leveraging oracles cloud
and AI infrastructure along with palente
platforms now this is a big deal this is
actually really important for us paler
investors to care about why why well
because it expands palen's Market reach
so so much it allows paler to reach a
much broader um Market especially
oracle's existing customer base and
Oracle are not a small company they have
something like
430,000 customers globally and more
exposure for paler can then lead on to
increased sales which then can lead on
to increased Revenue in the future and
also outside of Revenue and potential
new customers this just adds even even
more credibility to paler and paler
Solutions it means that more businesses
will be looking at paler and thinking
well if they're working with Oracle and
all these other big names maybe they
could actually help us as well because
obviously Oracle is a very very
wellestablished and trusted company so
I'm obviously always excited to hear
about any of palen's Partnerships but
this one in particular is very very
interesting because like I said it does
open them up to so many potential
customers and working with Oracle is a
big deal I also saw something over on X
which made me question whether or not
palente competitors whether or not you
think they're actually competitors or
not are maybe having a little bit of
trouble Snowflake and AT&T are moving
lower today off of this story from
Bloomberg this morning AT&T says new
hack includes reports of customer calls
and texts so let's just see what this
says so AT&T suffered a massive hack of
customer data separate from the reported
one earlier this year this included
records of calls and text nearly all of
its mobile phone users for a 6month
period in 2022 one of the biggest
breaches of private communication data
in recent memory the company said in a
regulatory filin Friday that the breach
which hadn't been previously disclosed
also included those records from
customers of wireless service providers
that used AT&T's network between the 1st
of May 22 and October the 31st of that
year the company said it learned in
April that the information was illegally
downloaded from a workspace on a third
party Cloud platform which a
spokesperson identified as snowflake now
snowflake are considered to be one of
palen's biggest competitors now do let
me know if you agree or disagree with
that in the comments below but this
initially did cause uh Snowflake and
AT&T to drop in stock price I think
since then snowflake has recovered
slightly but I do think this is going to
worry a lot of investors and potentially
a lot of customers and maybe some
customers will be potential customers
and existing customers of snowflake
might start to consider other options
possibly paler now palente of course has
a really strong reputation for its
robust data security and privacy they of
course have spent many many decades
working with government agencies whereby
they are required to show the uppermost
levels of security and I personally
think that this feature that they are
able to offer customers is one of their
biggest strengths and alongside that
they are il6 certified one of only three
companies across the entire enire globe
that have that status and they have
their fed Start program like I said
they've they've had many many years of
working with government organizations
where they've had to develop ways of
keeping data very confidential and very
very private highest levels of security
now they are showing that across the
Enterprises as well so we could actually
see that palente here becomes even more
of an an attractive option moving
forward do let me know what you think
about all of that in the comments below
and what you've been doing with your
paler position recently have you been
buying more have you been holding back
or have you actually been taking some
profit off the table thank you so much
for watching this video and I'll be back
with another very soon
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