…k is already up a lot. Why would you even think about talking about it now? I mean, after a 75% run off the bottom, isn't the stock overbought?" I mean, who cares if it's going to a,000 by 2032? Don't you want to wait to buy the dip? Well, I've said that Palanteer is a buy at basically every price. But in early early 2025 at the height of Palanteer's Mania, well, it was trading more than 150% above its 200 day moving average. Today, it's only about 20 to 25% above that same metric. The RSI is around 60, which is middle of the road, n…
I've said that Palanteer is a buy at basically every price.
Contexto extraído por IA
Now, a lot of people are going to say, "Charlie, look, why would you talk about Palunteer now? You should only talk about it when everybody hates it. The stock is already up a lot. Why would you even think about talking about it now? I mean, after a 75% run off the bottom, isn't the stock overbought?" I mean, who cares if it's going to a,000 by 2032? Don't you want to wait to buy the dip? Well, I've said that Palanteer is a buy at basically every price. But in early early 2025 at the height of Palanteer's Mania, well, it was trading more than 150% above its 200 day moving average.
… stocks, people say, "I wish you had told us about these things years ago, many years ago." Fear is the time of opportunity. So anyways, here are my arguments for what's going on with Palunteer and why it's an insanely good deal right now. Folks, if there is one stock that I believe you could buy today, close your eyes and then wake up 10 years from now and be extremely rich. Well, I believe that one stock would be Palunteer. You had bought Palunteer just at our $7 buy Palunteer video, you would have made. If you think that Palanteer stock is done running after this massive run we saw today, well, you are dead wrong. And a lot of people will look back at those …
Folks, if there is one stock that I believe you could buy today, close your eyes and then wake up 10 years from now and be extremely rich. Well, I believe that one stock would be Palunteer.
Contexto extraído por IA
Palunteer is not a company that offers AI bloatware like a lot of companies do. Unfortunately, they also happen to have $9.2 billion and no debt according to recent filings. Now, oftentimes when we talk about stocks, people say, "I wish you had told us about these things years ago, many years ago." Fear is the time of opportunity. So anyways, here are my arguments for what's going on with Palunteer and why it's an insanely good deal right now. Folks, if there is one stock that I believe you could buy today, close your eyes and then wake up 10 years from now and be extremely rich. Well, I believe that one stock would be Palunteer. You had bought Palunteer just at our $7 buy Palunteer video, you would have made.
Transcrição Completa
Folks, today I'm going to make a very bold prediction. I believe that Palanteer is going to hit $1,000 per share. Now, I'm a shareholder in Palunteer. I've made countless videos on Palunteer at many, many, many, many different prices over many years going on 5 years now. And if you are new here, we are one of a very select few that believed in Palunteer during the 2022 crash. For example, at $7.28, everyone and their mother was saying Palunteer would never bounce back. But we came out and said the opposite. We came out and said it was a buy. And in my mind, to be quite frank with you, I think we're going to look back at this as a excellent buying opportunity. And again, we said that time and time again. You bought the dip back in 2022 at $7.28. Well, you've now more than 25xed your money. And that's quite impressive. Congratulations. However, I believe the stock is nowhere near done. I believe the stock is heading to $1,000 per share. And the same logic that made me believe in Palunteer at $7.28 is what's making me believe in Palunteer now. and what's making me project that it is going to hit $1,000. However, don't just take my word for it. In today's video, we're going to break down exactly what Palunteer is, why I'm so bullish on them, why I have so much conviction in them, all the catalysts, the chart, and the exact math that makes me believe in this company hitting $1,000 per share, and I'll also explain the exact timeline that I see playing out to hit that target. And we're going to get right into it. But first, as always, if you're the one taking the ultimate risk, you better be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Also, we are in the last 48 hours of our Charlie's Playbook sale. So, if you want to get 50% off the annual membership, make sure to do so with that first link down below. We just posted the latest Zip Trader 25 alongside an exclusive video breaking down all of the changes and the reflections from September. Okay, let's get to work. Okay, so let's start from the beginning here. What is Palunteer? Well, the simplest way to understand it is that every big organization on Earth is drowning in data. The army has satellites drones radar supply trucks, and soldiers all spitting out information into different systems that don't talk to each other. A hospital has patients, beds, nurses, and medicine. A factory has machines, parts, and shipping. It's all in a hundred different places. Palunteer takes all of that mess, it analyzes it, and then it tells you what to do next. Think of it like Google Maps for an entire organization. Google Maps takes traffic, roads, construction, and accidents, puts it on one screen, and says, "Turn left here." Palanteer does that for armies, hospitals banks factories covert organizations. Didn't mean to say that. Now, they have four main products that you need to know. They have Gotham, which is for military and intelligence agencies. They have Foundry, which is for big companies. They have AIP, which is their AI platform. This is the one driving everything right now. And then you have Apollo, which lets them run all of this anywhere, even on secret military networks. Now, this company was founded in 2003, right after 9/11, by Peter Teal, Alex Karp, and a few others. The name comes from the seeing stones in the Lord of the Rings, the crystal balls that let you see what's happening far away. And that's really the whole pitch this company has made. And the man running the show, well, he might be one of the most unusual CEOs in America. And that is saying something. He wrote a book called The Technological Republic about why Silicon Valley owes it to America to help defend the country. And if you've ever listened to his earnings calls, they always seem to go something like this. Palanteer is here to disrupt and make our the institutions we partner with the very best in the world and when it's necessary to scare our enemies and on occasion kill them and we hope you're in favor of that. >> That was an earnings call, folks. That's not a typical CEO reading some compliant numbers from 3 years ago. He's also been waging a war against the short sellers who have long bet that Palunteer should go towards zero. is every time they short us, we just are like tripling down on getting the better numbers in part honestly to make them poorer. >> Okay, now what about the connection to the White House? Alex Karp was just at a recent roundt meeting and he's appeared at the White House and in the vicinity of President Trump time and time and time again. And then on April 10th, 2026, Palunteer was having its worst week in over a year. The stock was down about 14% that week. And Michael Bur had just posted that Anthropic is eating Palunteer's lunch. And then President Trump posted this on Truth Social. quote, "Palanteer Technologies, ticker included, BLTR, has proven to have great war fighting capabilities and equipment. Just ask our enemies." The stock popped about 3% within minutes. And it's not just words. I mean, if you look at what the Trump admin has actually handed Palunteer, they handed a US Army contract, a deal worth up to 10 billion over 10 years, rolling 75 separate contracts into one. Then there's the Maven Smart System. Palanteer's AI battlefield system. The Pentagon raised the contract to about $1.3 billion dollar. And in March 2026, it ordered Maven to be made an official program of record. That means it's no longer an experiment. It's permanent. It now has over a h 100,000 military users, up from just 50,000 in this past January. Homeland Security, it got a contract up to $1 billion over 5 years with Palunteer. The Navy about $448 million to speed up submarine ship building. And one more thing to note, government filings actually show that Trump's accounts, his personal accounts, bought Palunteer stock in early 2026. The White House of course says those accounts are managed independently, just like Nancy Pelosy's are managed without any of her knowledge, too. And this isn't just an American story. I mean, Palanteer has been relevant around the world. NATO bought Palunteer's Maven system in 2025. NATO itself called it one of the most expeditious purchases in its history. That means one of the fastest. NATO's chief of staff said it quote adds a true operational value unquote. Weird way to say it's useful but hey it's useful. Ukraine in May of 2026 Karp went to Kev and met with President Zalinsky. Zilinsky posted quote a good meeting with the CEO of Palanteer Technologies, Alex Karp. Step by step we are developing cooperation with the American defense sector. Palanteer has been working with Ukraine since 2022. And then the United Kingdom during Trump's state visit in September of 2025. The UK signed a strategic partnership. Palanteer will invest up to 1.4 4 billion pounds and London becomes its European defense headquarters. The UK defense secretary called it a major vote of confidence. Then in January of 2026, the UK Ministry of Defense handed Palunteer a $240 million, sorry, pound contract without even putting it out to bit. Now, to be fair, not everybody's a fan. France and Germany announced in July of 2026 that they want to build their own European system so they don't depend on an American company. In the UK, there's also some activist lawmakers that want to end Palunteer's NHS contract. And there's been some serious criticism about how the military uses Maven, including a Bloomberg investigation into a strike in Iran. Palanteer is very controversial because it is so effective and if used by certain hands, can be very, very lethal. Now, similar to any kind of technology, depending on who you give it to, they can cause problems. But when you're analyzing a company's products, you want a company that has crazily effective products, right? Because that means lots of money for you as an investor. Okay. Now I want to talk about Palunteer in relation to other software companies, other software as a service companies. So 2026, as you know, has been an absolute bloodbath for software. In January, AI tools started coming out that could do the work of a lot of software companies. Wall Street panic. They called it the SAS apocalypse. And in a little under 7 days, software stocks lost about $830 billion in value. And Palanteer originally got hit, too. From its high of about $27 in November 2025, it got cut down to about $106 in June of 2026. The stock got cut almost in half. But here's the thing. Palanteer got back up today. It's within about 10% of its all-time high. Meanwhile, look at the rest of software. Salesforce still about 37% below its high. Service Now about 44% below. Adobe about 50% below. Into it about 67% below. They got knocked down and they're still on the mat. But Palanteer is different. Why? Well, five reasons and we'll go through these. Reason number one, AI does not replace Palunteer. AI runs on Palunteer. The fear with software stocks is that AI does their job for them. But Palanteer isn't the AI model. It's the layer that connects AI to a company's real data so it can actually make decisions. Karp said, and I quote, "Customers have declined to become vassal states of the language labs." Reason number two, the growth is speeding up. These numbers should blow your mind and they are admittedly much higher than any of the numbers we projected back in 2022 when we said buy the dip. But anyways, Q3 of 2025 up 63%. Q4 of 2025 up 70%. Q1 of 2026 up 85% and then Q2 of 2026 up 93%. So why is this such a big deal? Well, you have to understand this is a company worth hundreds of billions of dollars growing faster every quarter. Usually, your growth rate's going to start going down because you've gotten close to maturity. This company is nowhere near close to maturity. That's why the growth rate is still speeding up. US commercial, meaning American businesses grew 149% last quarter. People said this company would only be a government contractor, and now we're looking at 149% growth in one quarter. Reason number three, they keep a lot of the money they make. Last quarter, Palanteer brought in $1.94 billion in revenue and made over $1 billion in profit. They keep more than 50 cents of every dollar. Now, there's a famous scorecard for software companies called the rule of 40. If your growth rate plus your profit margin add up to 40, that means that you're an elite software company. What was Palunteer score last quarter? Just take a guess. It was 155. So, if you want to be elite, you got to hit 40. They hit 155. A quarter before that, they hit 127. And Karp said that 127 is unattainable. It's completely unattainable by anybody but them. >> And the rule of 40 was some uh unattainable category. Uh although 127 is unattainable by everyone besides us. >> Now it's at 155. Reason number four and perhaps one of the more important here is the moat. AI is creating this dynamic where so many companies they could come out with a good idea and then tomorrow somebody vibe coding could put them out of business. But you see, Palanteer has a very big competitive moat. To work on America's most secret networks, you need special security clearances. And Palanteer has the top ones. The Army deal may be coming permanent. NATO once a military builds its operations on your software. They don't rip it out. And the fact that they have all these security clearances also means that a lot of America's biggest, most sensitive institutions and mega corporations will trust them more and more. Reason number five, the boot camps. Most enterprise software takes months and months to set up. Palanteer runs what are called five-day boot camps. We've been talking about this for years. I always thought this was a very interesting strategy and a lot of people said it wouldn't work, but it's been working very effectively. In these boot camps, a company shows up with a problem and leaves with a working AI tool. Palunteer is not a company that offers AI bloatware like a lot of companies do. Unfortunately, they also happen to have $9.2 billion and no debt according to recent filings. Now, oftentimes when we talk about stocks, people say, "I wish you had told us about these things years ago, many years ago." Fear is the time of opportunity. So anyways, here are my arguments for what's going on with Palunteer and why it's an insanely good deal right now. Folks, if there is one stock that I believe you could buy today, close your eyes and then wake up 10 years from now and be extremely rich. Well, I believe that one stock would be Palunteer. You had bought Palunteer just at our $7 buy Palunteer video, you would have made. If you think that Palanteer stock is done running after this massive run we saw today, well, you are dead wrong. And a lot of people will look back at those videos and they'll be like, "Damn it, I wish I had bought back then." Don't worry. I believe we're still very early innings overall for Palunteer. And this leads to the math. So, I want to explain to you why I believe that Palunteer stock is going to hit $1,000 per share by 2032. So, to understand that, first you have to understand what that actually means. So, Palanteer right now has about 2.6 billion shares if you count everything, including stock options. Like most tech companies, it does add a few shares every year for stockbased compensation and so on and so forth. So, let's just say it's going to be 2.75 billion shares by 2032. $1,000 times 2.75 billion shares is a $2.75 trillion company. Today, Palunteer is worth roughly half a trillion. So, we need it to get about 5.5 times bigger. So, how much money does Palunteer actually need to bring in to justify this kind of valuation? So, let me populate this table here for you. Now, through 2028, these are Palunteer's own guidance and Wall Street's estimates, not mine. After that, I'm going to assume that growth slows down to say 40% a year. Now, a lot of people are going to look at this video, especially people that don't know Palanteer, and they're going to say, "Charlie, 40% a year. Are you cray cray?" Well, right now, they're growing at 93%. I'm assuming they grow at less than half of today's speed. That's not a wild assumption. And again, my previous estimates on Palunteer dating back many years have all pretty much I can't think of any that haven't been surpassed. So, step three, how much is the profit? Palanteer keeps more than 50 cents of every dollar today. Let's use 50%. 68 billion in revenue times 50%. That's about $ 34 billion in beautiful profit. Now divide that by 2.75 billion shares and you get about $12.40 in earnings per share. Now step four. What will investors pay for $12.40 in earnings per share? Well, right now investors pay about 80 times next year's earnings for Palunteer. $12.40 40 times 80 that equals $992. Basically a,000 bucks here. So what does this really mean in plain English? Well, Palanteer doesn't even need to get more expensive than it is today to hit $1,000. It just needs to keep doing what it's doing. It can keep its same multiple today. You could keep paying the same amount for every dollar of earnings per share. And as long as it hits these fundamental growth numbers, you're going to be at $1,000. My base case here is that you're going to hit 40% in growth a year. It's going to continue trading at about an 80x earnings multiple and that's going to lead you to a $990 2032 price. Now, I hope you'll excuse me for the clickbait. I know I said a,000 for this video because it looks nicer than 990, but you're almost at about a,000. Now, if we come in a little bit hotter, and a lot of people think that it's going to be hotter. Well, let's just say it's at 45% a year. People, let's say they want to continue paying ADX earnings. Usually, you'll get an expansion if you overdo growth, but we'll just say it's ADX earnings. Well, then you're at $1,140 per share in 2032. Now, I know some people are going to look at these numbers and they're going to say, "Wow, that's pretty optimistic. This stock will likely have four or five cycles of massive dips and massive recoveries by 2032. No doubt about it. However, I think that by 2032, you're going to see this shooting somewhere around my base case." And I'm not the only one saying this. I mean, Dan Ies at Wed Bush, very, very famous analyst, has talked about Palunteer becoming a $1 trillion company in the next two to three years. That's roughly $385 to $400 a share just in the next two to three years. We're giving them all the way out to 2032. So, anyways, let's talk about the chart here. So, zoom out and you're going to see a rhythm. Look at where Palanteer finished each year. 2022, it finished at about $6. 2023 about $17. 2024 about $76. 2025 about $178. and it peaked around $27 in November 2025. And then it started breathing. The breathing, as you can see here, from that high, Palunteer fell almost in half down to about $106 in June of 2026. In February, the 50-day moving average crossed below the 200 day. And this is what traders often call a death cross. Every time the stock tried to bounce, it got rejected in the same spot around $160 to $165. February, March, June, three times, same ceiling. Now, here is the part that I love. So, by June, the chart had made what we call a double top. Two peaks at the same level, then a break below the valley in between. That's a bearish pattern that you'll see time and time again. It pointed to about $82 a share. It never got there. It bottomed at $106 and turned around. And when a textbook pattern fails like that, the stock tends to run hard the other way because everyone who bet on the drop has to buy back in. And if you look at the bottom, you can see the shape of a reverse head and shoulders. A low in April around $123, which marks the left shoulder. A lower low in June around $106 that marks the head. And a higher low in July around $118, the right shoulder. The neckline that same $160 to $165 ceiling. Now take a look at this breakout. So, August earnings hits the stock gaps up 29.5% in one day from about $126 to $163 on about four times its normal volume. Always follow the volume, folks. But now, you could think of this level of volume being like the line to buy shares is around the block. And within days, it blew right through that 160 to 165 ceiling. So, that ceiling that rejected the stock three times, it's now the floor. And since August, every pullback has bounced in the mid 160s. Now, a lot of people are going to say, "Charlie, look, why would you talk about Palunteer now? You should only talk about it when everybody hates it. The stock is already up a lot. Why would you even think about talking about it now? I mean, after a 75% run off the bottom, isn't the stock overbought?" I mean, who cares if it's going to a,000 by 2032? Don't you want to wait to buy the dip? Well, I've said that Palanteer is a buy at basically every price. But in early early 2025 at the height of Palanteer's Mania, well, it was trading more than 150% above its 200 day moving average. Today, it's only about 20 to 25% above that same metric. The RSI is around 60, which is middle of the road, not overbought. And even at the June low, the weekly RSI never went to oversold, which means the stock is nowhere near as stretched as it was at the last top. Now, in conclusion, if you're just looking at this from a short-term to medium-term pricing standpoint, Palanteer does have a pattern. Massive run, then breathing, then massive run, then breathing. 2023, 2024, and 2025 were runs. The first half of 2026 was the breath. A big one, almost 50%. And the chart is telling you that that breath may just be starting to end. So, anyways folks, there you have it. My full take on Palunteer stock. Let us know what you think of Palanteer down below. What you think it's going to be trading at in 2032 down below. We love hearing from you. And if you appreciate all the work that goes into making a video like this, the only thing I ask is you hit that like button. And also don't forget to subscribe. And if you want to get 50% off Charlie's Playbook, make sure to do so with that first link down below. See you in the next video.
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