Buy This Stock Before Blackrock Does!

Summary

In this video, host Felix explores Palante, a company revolutionizing business and government operations through its AI platform. Palante's unique ontology maps data relationships, offering real-time insights and adaptive learning. Despite challenges like high valuation concerns, Palante's diversified revenue and impressive Q1 earnings suggest strong growth potential. Institutional investors like Black Rock are increasing their stakes, indicating a promising future for Palante in the AI-driven market.

Takeaways

• 😲 The video introduces Palante, a company that is revolutionizing business and government operations through AI technology.
• 🧐 Palante's core strength is its ontology, a highly organized set of data that maps relationships between different pieces of information, providing a digital twin of an organization.
• 🔄 Palante's Foundry platform integrates disorganized data from various sources into a single coherent system that learns and adapts over time.
• 📈 The company's AI platform, AIP, is not just another predictive model; it provides actionable insights in real-time, akin to a football coach on the field.
• 📊 Palante's stock has seen significant growth since the launch of AIP, but some investors are concerned about its high valuation and lack of business visibility.
• 📉 Despite downgrades by analysts, Palante's stock has remained resilient, bouncing back quickly, indicating market confidence.
• 💰 Palante's revenue streams are diversified, with half of its revenue now coming from the private sector, which is crucial for long-term growth.
• 🚀 Palante reported impressive Q1 earnings, with a 21% increase in revenue year-over-year and the largest quarterly profit in its 20-year history.
• 🤖 Institutional investors like Black Rock are increasing their ownership in Palante, signaling a positive outlook for the company's future.
• 📚 Alex Karp, Palante's CEO, emphasizes that the strength and sophistication of their software products must remain central to the company's strategy.
• 🌐 Palante aims to make its AIP the dominant infrastructure in the market, enabling the effective deployment of AI across various institutions, including businesses and governments.

Q & A

What is the main topic of the video script?

The main topic of the video script is the analysis of Palante, a company that is revolutionizing the way business and governments operate through its AI and data integration platform.

What is Palante's core strength according to the script?

Palante's core strength lies in its ontology, which is a highly organized set of data that maps relationships between different pieces of information, essentially creating a digital twin of an organization.

What does the term 'ontology' refer to in the context of Palante?

In the context of Palante, 'ontology' refers to a system of data organization that allows for the mapping of relationships between different data points, enabling a comprehensive understanding and real-time mirroring of an organization's operations.

What is Palante's Foundry platform and what does it do?

Palante's Foundry platform is the central component of the company's operations. It integrates disorganized data from various sources such as databases, PDFs, and emails into a single coherent system, creating a continuous feedback loop for learning and adaptation.

How does Palante's system help a business with inventory and sales?

Palante's system can analyze sales data to identify patterns, such as higher sales of a particular item on certain days, and then recommend strategies like discounts to boost sales, as exemplified by the chicken and salad restaurant scenario in the script.

What sets Palante's AI platform, AIP, apart from other AI solutions?

Palante's AI platform, AIP, is unique because it provides real-time, actionable insights based on a deep understanding of the business context, similar to a football coach making decisions on the field, rather than just offering predictive models or chatbots.

How has Palante's stock performed since the launch of AIP?

Since the launch of AIP, Palante's stock has seen significant growth, although the script notes that most investors may not fully understand the value of Palante's products and are jumping on the AI hype.

What challenges has Palante faced according to the script?

Palante has faced challenges such as a high valuation and concerns about the lack of visibility into its business operations. Analysts have downgraded the stock due to these issues.

How has Palante diversified its revenue streams?

Palante initially relied heavily on the US government for contracts, but now about half of its revenue comes from the private sector, indicating a successful diversification strategy.

What was Palante's financial performance in their Q1 earnings as mentioned in the script?

In their Q1 earnings, Palante generated $634 million in revenue, a 21% increase over the prior year, and earned $106 million in profit, marking the largest quarterly profit in the company's 20-year history.

What is Palante's vision for its AI platform, AIP, according to the script?

Palante's vision for its AI platform, AIP, is to make it the most dominant infrastructure in the market, empowering the effective deployment of AI and large language models across various institutions, including businesses, governments, and academic institutions.

Outlines

00:00

🚀 Palante: Transforming Business with AI and Ontology

This paragraph introduces Palante, a company that is revolutionizing business operations with its AI technology. Palante's unique selling point is its ontology, a highly organized data system that maps relationships between different pieces of information, creating a digital twin of an organization. The company's Foundry platform integrates disorganized data from various sources into a single coherent system, enabling continuous learning and adaptation. An example illustrates how Palante can analyze sales data to optimize inventory and sales strategies. The paragraph also highlights Palante's AI platform, AIP, which provides real-time actionable insights, and discusses the stock's growth and market perception, including the challenges faced by the company such as high valuation and lack of business visibility.

05:01

📈 Palante's Impressive Growth and Future Prospects

This paragraph delves into Palante's recent performance, noting a significant increase in revenue and profit, making it the company's most profitable quarter in its 20-year history. It emphasizes the growing interest from institutional investors, particularly Black Rock, which is now the second-largest shareholder. The company's commitment to enterprise software platforms and AI is highlighted, along with its efforts to make its AIP platform widely available across various sectors. The paragraph also touches on the potential impact of AI on warfare and the military context, suggesting Palante's software could transform military strategy. The summary concludes with an optimistic view of Palante's investment potential, considering the likely increase in government expenditure on software solutions and the company's positioning to benefit from this shift.

Keywords

💡Palante

Palante is the central subject of the video, a company that is revolutionizing business and government operations through its unique approach to artificial intelligence (AI). The video discusses how Palante is not just riding the AI wave but is fundamentally transforming it. The company's core strength lies in its ontology, which is a key part of its data integration strategy, setting it apart from other AI companies.

💡Ontology

Ontology, in the context of this video, refers to a highly organized set of data that maps relationships between different pieces of information. It is a game-changer in the world of data, allowing for a digital twin of an entire organization where every action and decision is mirrored in real time. Palante's ontology is integral to its data integration and AI capabilities, providing a continuous feedback loop for learning and adaptation.

💡Foundry Platform

The Foundry platform is Palante's core technology. It integrates disorganized data from various sources such as databases, PDFs, and emails into a single coherent system. This platform is not just for data storage but is designed to create a system that learns and adapts over time, providing actionable insights for businesses.

💡AI Platform (AIP)

Palante's AI Platform, or AIP, is described as more than just a chatbot or predictive model. It operates like a football coach on the field, making real-time decisions based on a deep understanding of the game. AIP leverages the ontology to provide insights that can transform businesses, indicating a more advanced and proactive approach to AI applications.

💡Data Integration

Data integration is a key concept in the video, referring to the process of combining data from different sources into a single view. Palante's approach to data integration is what makes it unique, as it uses its ontology and AIP to create a system that is not only storing data but also continuously learning and adapting from it.

💡Investment

The video discusses Palante as a potential investment opportunity. It mentions the company's stock performance, institutional investors like Black Rock increasing their ownership, and the potential for growth due to Palante's unique approach to AI and data integration. The term 'investment' is central to the video's theme of evaluating Palante's business potential.

💡Valuation

Valuation in this context refers to the process of determining the value of a company's stock. The video mentions that analysts have raised concerns about Palante's high valuation and lack of visibility into its business, which is a critical consideration for potential investors.

💡Diversification

Diversification is highlighted as one of Palante's strengths. Initially reliant on the US government for contracts, Palante has diversified its revenue streams, with about half now coming from the private sector. This diversification is crucial for long-term growth and stability.

💡Earnings

Earnings refer to the profit that a company makes. The video discusses Palante's Q1 earnings, which were impressive with a 21% increase in revenue over the prior year and the largest quarterly profit in the company's history. This indicates strong financial performance and is a key indicator of the company's health.

💡Shareholder

A shareholder is an individual or institution that owns one or more shares in a company. The video mentions Black Rock and Vanguard as major shareholders in Palante, indicating institutional support and confidence in the company's future.

💡Artificial Intelligence (AI)

AI is a broad concept that encompasses machine learning, deep learning, and other algorithms that enable computers to perform tasks that would normally require human intelligence. In the video, AI is central to Palante's business model and product offerings, with a focus on leveraging AI for real-time decision making and business transformation.

Highlights

Paltin is revolutionizing business and government operations through its unique approach to AI.

Paltin's core strength is its ontology, a highly organized set of data that maps relationships between information.

Paltin's Foundry platform integrates disorganized data from various sources into a single coherent system.

The system creates a continuous feedback loop, allowing it to learn and adapt over time.

An example of Paltin's application is optimizing stock levels in a restaurant based on sales data.

Paltin's AI platform, AIP, provides real-time decisions and actionable insights, much like a football coach on the field.

Since the launch of AIP, Paltin's stock has seen significant growth.

Investors are jumping on the AI hype without fully understanding Paltin's product value.

Analysts have raised concerns about Paltin's high valuation and lack of business visibility.

Paltin has diversified its revenue streams, reducing reliance on US government contracts.

Paltin's Q1 earnings showed a 21% increase in revenue and the largest quarterly profit in its history.

Institutional investors like Black Rock are increasing their ownership in Paltin.

Paltin conducted over 660 boot camps in Q1, engaging with organizations across industries.

Paltin aims to make AIP the dominant infrastructure in the market for AI and large language models.

Paltin's software is vital in both military and civilian contexts, reshaping industries and operations.

The potential leadership change in the US may accelerate government expenditure on software solutions.

Paltin is well-positioned to benefit from the shift towards software solutions in both military and civilian sectors.

Despite not being a cheap stock, Paltin's unique approach and growing demand make it a compelling investment.

Transcripts

today we're diving into a stock that

could change the game for your portfolio

but first let me ask you this what if I

told you there is a company out there

that's quietly revolutionizing the way

business and governments operate a

company that's not just riding the AI

wave but is fundamentally transforming

it intrigued because you should be

because of course we're talking about

paltin and trust me you're not going to

want to miss this welcome back to the

channel I'm Felix your Guide to the

world world of investing and this is

Winston my adopted golden retriever who

believe it or not has sniffed out some

incredible research for today's video

he's also sniffed out how we are up 60%

already on our teaching portfolio this

year if you want to know how we do that

I'm hosting an exclusive free live

webinar where Winston will share our

trading strategies our three-step system

that's helped us achieve these returns

but hurry seats will run out head over

to Felix friend ro/ webinar link is down

Below in the description now let's talk

about Palante here this isn't just

another AI company Palante has a secret

weapon that's setting it apart from the

rest but before we get into that let's

understand what actually makes Palante

unique Palante core strength lies in its

ontology now I know what you're thinking

onology sounds like something out of a

philosophy class or some sort of birds

watching program but in the world of

data it it is a game changer an ontology

is essentially a highly organized set of

data that Maps relationships between

different pieces of information imagine

having a digital twin of your entire

organization where every action and

decision is mirrored in real time this

is what Palante offers pantea's Foundry

platform is the heart of this operation

it takes all the disorganized data from

various sources databases PDFs emails

and so on and it integrates them into a

single coherent system this isn't just

about storing data it's about creating a

continuous feedback loop where the

system lears and adapts over time let's

break it down with an example simple

example imagine a restaurant that sells

chicken and salad they usually stock the

same amount of both items but with

Palante Foundry they can analyze sales

data and discover that Bots sell twice

as much on Fridays the system then

recommends running a chicken discount on

Fridays to boost sales this continuous

learning and adaptation is what sets

Palante apart of course now imagine a

business which has a million components

and a million different items in

inventory in 48 countries and 300

warehouses and 200,000 employees that's

really where it's that got gets

interesting although the chicken

business would probably do quite well

from it too now here is where it gets

even more exciting Palante AI platform

AIP isn't just another chatboard or a

predictive model it's like a football

coach on the field making realtime

decisions based on a deep understanding

of the game it leverages the ontology to

provide actionable insights that can

transform the business since the launch

of AIP Palante stock has seen

significant growth but here's the twist

most invest don't fully understand the

value of Palante products they're just

jumping on the AI hype but you I Savi

viewer have an inside scoop but it isn't

all sunshine and Rain rainbows Palante

has faced some challenges analysts have

raised concerns about its high valuation

and lack of visibility into its business

mitsuo recently downgraded the stock

citing these issues however the stock

has remained resilient bounc back

quickly one of the key strength of

Palante is its Diversified revenue

streams initially Palante was heavily

reliant on the US government for

contracts but now about half of its

Revenue comes from the private sector

this diversification is crucial for

long-term growth so what's the verdict

despite the challenges Palante unique

approach to AI in data integration makes

it a compelling investment in my opinion

and with institutional investors like

Black Rock increasing their ownership

gradually every single quarter the

future looks pretty promising but let's

dive deeper into palen's recent

performance on May 6th Palante announced

their q1 earnings and the numbers were

quite impressive they generated 634

million in Revenue in that first quarter

a 21% increase over the prior year and

significantly surpassing the upper end

of guidance in addition they earned $106

million in profit the largest quarterly

profit in the company's 20-year history

for comparison they now earn more profit

in a single quarter than the amount of

Revenue they generated an entire year a

little more than a decade ago and the

biggest investors in the world are

starting to pay attention institutions

are starting to buy up Palante Black

Rock is now the second largest

shareholder after Vanguard they are

adding to it quarter by quarter to find

out why well just go and read Alex

carp's latest letters to

shareholder he says our Central insight

and most foundational commitment is that

the software products we're building

their strength and sophistication must

remain at the center of our entire

company we've been investing in and

refining our enterprise software

platforms for years in a growing portion

of the American corporate sector is now

coming to us more aware than ever of how

second significant Ai and large language

models will be in reshaping the

industries within which they

operate further in the first quarter

alone Palante conducted more than 660

boot camps with organizations across

Industries and sectors providing

potential partners with an opportunity

to test and begin building on these

platforms these Enterprises cannot wait

for custom solutions to be built and

they are unwilling to invest in software

systems that might work someday down the

road they need results now and Palante

believes that they have the only

platform that actually works their

revenue last quarter is a reflection of

this growing demand and in that last

quarter they generated a 150 million in

Revenue in US commercial Market alone

that is in 40% increase from the same

period a year before and they now expect

Revenue in their us Commercial Business

to grow 4 5% or more in this year

volunteer's intention is to make the

artificial intelligence platform AIP the

most dominant infrastructure in the

market empower the effective deployment

of AI and large language models across

institutions to that end they're working

to make AIP available to an even broader

range of organizations in the markets

that they serve including businesses

across the United States and abroad

state and local governments as well as

research scientists and academic

institutions Warfare in this Century

will continue to be transformed by

software many fear the application of AI

in the military context including its

potential to make possible more

autonomous indeed self-directed weapon

systems it has been less fashionable

however to note that software including

the systems that are currently enabling

Target selection and Mission planning

have become a vital part in the

elimination of an adversary as it is

protecting the innocent from harm the

Platforms in use by palun defense and

intelligence Partners present a very

very real threat to the survival of the

enemies but those same software systems

may also make possible and indeed hasten

the beginning of the end of an era of

total and indiscriminate War so what's

the verdict well despite the challenges

Palante unique approach to Ai and data

integration in my opinion makes it a

very compelling investment and with

institutional investors like Black Rock

increasing their ownership the future

does look promising in my opinion the

likely change of leadership in the US

will bring about an acceleration of

government expenditure and upgrading of

the systems and infrastructure and

software as well as a shift from

traditional military expenditure on on

Weapons Systems to software Solutions

and drones and autonomous things and

there therefore in my opinion Palante is

very very well placed to benefit from it

now is the stock cheap no of course it's

not but great companies rarely are I

thank you for watching if you enjoyed

the video share it with somebody who

might enjoy it too and I look forward to

seeing you on Wednesday live at Felix

friends.org

today we're diving into one of the most

talked about stocks of the year

djt is it worth the hype or is it just

another flash in the pan is it the next

AMC or gme or maybe even a real business

I think I just offended most of the AMC

and gme viewers didn't I anyway stick

around because by the end