PLTR

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Snowflake now I've got Snowflake and palantiron here why do I have those because we're still in a nice age of AI still rampantly growing

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I don't want you buying Palunteer at 200.

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Like really one of the only ones that I think is very idiosyncratic would be Palanteer. You know, this is a stock it's been, you know, the poster child for, you know, those companies that can utilize AI in order to be able to generate, you know, new revenue. Stock had been skyrocketing for a while. It moved up too far into overvalued territory. I know is at least a twostar, may have hit, you know, onear territory as well. We've had a big pullback, you know, on that one. And in fact, at this point, not only has it pulled back, it's pulled back enough that last I saw it was a four-star rated stock.

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the most attractive time to be a buyer of Palanteer stock in a long time. Definitely in a long time.

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I might buy back more shares of Palanteer again

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it's my top conviction, obviously.

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now, number five, and the one I'm most excited about is Palanteer. But wait, before you shoot me down, Tom, Palunteer again. Hold on. People have been bashing me for this pick since it was $6, $10, $50, $80.

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I agree that Palantir can be bought here

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When I look at names from Palantir to some of the cyber security names, and especially names like Microsoft, Oracle, I think Alphabet from the way it's sold off here, those are the names where I would rather be focused.

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Speaking of more expensive companies, but still very interesting, we have Palunteer Technologies.

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what a what an amazing company. They I just have there were there was about a year of people figuring out whether app layer part of the AI wave was going to monetize while they were doing it better than anyone else and have continued doing it better than anyone else. And um they talk a lot of smack and they deliver results that warrant even more smack than they talk. So it's just yeah they're awesome. Um nothing wrong with the company at all. Nothing nothing but right things with the company.

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I actually think that a lot of this 30% bump is absolutely justified. not only because I thought that it was undervalued before this earnings call, but because it went above and beyond my own expectations. ... I actually think that these are very very reasonable prices to pay even after we're up 30%.

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So that's why, you know, people always think I'm so crazy when I'm like, no, no, Palanteer is undervalued here. Like it's worth, as I mentioned, currently it's at $340, you know, more than a double from where it's trading.

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Whenever I see this happen, I'm buying.

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I'm buying whenever these dips happen.

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I'm buying overtime.

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I'm DCAing into this company.

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However, I have been purchasing a lot of this company recently in my own portfolio.

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i'm only looking to add to this position as we stay under $130 per share

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my lowest buy was roughly about 10750

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I was a heavy buyer there

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sometimes companies become screaming buys whenever it was under around $107 per share

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Palanteer is a buy for me here

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For stock number three, we have Palanteer Technologies, ticker symbol PLTR.

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I'm building a position in all of them.

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For stock number three, we have Palunteer Technologies, ticker symbol PLTR.

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analysts rate the stock a buy with an average 12-month price target of $182 per share implying more than 40% upside from current levels. ... take a second look at Palantir.

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stock ideas include AMD, Marvell, CrowdStrike, and Palantir.

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And if the stock drops another roughly 15%, we would be buyers of this company entering our first position.

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The trend forecasting lens is what earned its keep when I bought into Palantir two and a half years ago

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And we can't talk about growth machines without talking about Palanteer, which has been on my list for 3 years in a row now.

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That's where Palanteer and Crowdstrike come in.

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in 2021, I bought Palanteer about $20ish dollars a share

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but I think you can buy shares of that now

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I would be a buyer allin on Palunteer if it was down closer to 50 or 60 times price to earnings.

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buy the dip in my favorites, including Service Now, Cloudflare, Data Dog, and Palanteer

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am I loading up on Palunteer? Absolutely not. ... maybe it's a good time to even lock profits on on some of your position. Maybe you want exposure still longer term. So maybe maybe lock half of your profits. Maybe take a little off the table.

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I think overall although it is overbought RSI screaming red I think okay we might get a little pullback whatever but overall this is setting us up for a move back to the 15060 range and I think this gap here could fill

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Forget about trading it. I think it's a good long-term investment. If you buy and hold, sell calls, maybe run the wheel on it for some income, you're going to be fine longer term.

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I did buy more Palenteer at 125 before the earnings report.

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I've bought Palanteer more recently.

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before the earnings, I did buy some extra shares of Palanteer.

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I've opened a position in Palanteer in Axon not that long ago.

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I did buy some extra shares before they report earnings.

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I rather still buy a palenteer a little bit at 130.

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I would love to see it again closer to $100 per share.

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Adam recommended Palantir back in spring 2024 at around $24, and it's been his one big winner.

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Jovine said to buy Palantir when it was around $8

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when you look at Microsoft Palunteer those are two specifically I think gave much more validation to what tech investors are looking for

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Let's begin with the first company. Palunteer Technologies, ticker symbol PLTR, has become one of the most fascinating AI companies in the market today.

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We recommended Palanteer at seven bucks a share.

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But in addition, I'm also Palunteer and Palunteer is a really strong stock for government business right now.

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if you're looking at buying Palunteer around $140 right now

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the opportunity is still there in Palunteer if you believe as I do that the company's going to be worth significantly more in 3 to 5 years than it is right now.

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if you're looking to get in on Palunteer, I think you need to look at what's happening right now.

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I expect it to continue to have another solid year next year.

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For Palantir. I thought it was kind of a no brainer.

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And even the the adobe's in the service now of the world, and the oracles are not going to be as good as stocks like Palantir, Microsoft, Fortinet, and really anything that has to do with cyber security.

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Palantir is a name that you would add here.

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Palantir

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Palantir or Oracle. Palantir

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Best software pick right? Not Microsoft. Palantir.

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WELL, WHEN UNNECESSARILY BY BECAUSE I THINK THAT IT IS OVERVALUED AT THE MOMENT THIS IS A GREAT COMPANY.

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it's a name you want to own, they will be the control tower on that.

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A COUPLE OF WEEKS AGO WE TALKED ABOUT THE FACT THAT THE STOCK WAS IN THE WEEKLY SQUEEZE READY TO BREAKOUT. THIS REPORT WAS THE CATALYST AND NOW WE SEE EXTREME VOLUME WITH BREAKS OF RESISTANCE SO WITH THE 3X MOVE IT WILL GOING AND TRADE BACKUP TO ALL-TIME HIGHS.

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PALANTIR HAS MADE A LOT OF PEOPLE A LOT OF MONEY FOR A LONG TIME BUT IS AI GOING TO EAT THEIR LUNCH? A MONSTER SPIKE AND PEOPLE WATCHING NOW, IS IT TOO LATE TO GET IN? ... THE ANSWER IS, IT'S NOT.

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I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

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THE OTHER TWO NAMES I'M GETTING A LOT OF PULL THROUGH IS PALANTIR AND TO SOME DEGREE, SNOWFLAKE.

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WHAT WE ARE BUYING THINGS LIKE NVIDIA AND PALANTIR AT 87 EVEN WITH CURRENT PULLBACKS, THEY WERE GREAT DECISIONS AND WE ARE CONTINUING TO DO THE SAME

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I want you to imagine getting a second chance to buy Tesla or Meta or Palunteer below the IPO price.

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So half sell for Palanteer

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All the big names, Amazon, Google, Meta, Microsoft, Nvidia, but also Netflix and SoFi, and the new entries like Palantir and ServiceNow.

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In first position, rising back once again, Palunteer. A lot of people were surprised that was not even part of the ranking six months ago, but now is recommended by Ticket Symbol U, Future Investing, Couch Investor, Jerry Romanine, Invest with Henry, and of course, Amit and Tom Nesh.

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Completing this foundational technology triumvirate is Palanteer Technologies Inc. ticker pltr. The company Dan Ies famously crowns as the messy of AI for its unique position as the operational meta compute layer of the fourth industrial revolution. Palanteer has fundamentally disrupted the software landscape through its proprietary ontology architecture which acts as a deterministic routing graph between enterprise data security logic and execution boundaries. By dropping lowcost openweight models like Nematron Ultra directly into its ontology stack, Palunteer bypasses expensive Frontier model post training and eliminates high API token costs. Because Palunteer prices software based on total contract value derived from operational alpha rather than token consumption, rapid inference cost deflation flows directly into its gross margins as expanded profit. Palanteer's financial execution in Q2 was extraordinary with total revenue jumping 93% year-over-year to 1.94 billion. Management raised fullear FY26 revenue guidance to between $ 8.15 billion and $ 8.158 billion, adjusted operating income to $4.9 billion, a 62% operating margin, and adjusted free cash flow to $4.7 billion, a 63% free cash flow margin. The core engine driving this acceleration is Palanteer's US commercial business, where revenue surged 149% year-over-year to $764 million with fullear guidance raised to over $3.424 billion, a 134% growth rate. US commercial TCV skyrocketed 153% to 2.13 billion and 271% on a dollar weighted basis. While remaining deal value reached $6.24 billion, Palanteer achieved an unprecedented rule of 40 score of 155% backed by an 86% adjusted gross margin, a 157% net dollar retention rate, and a US commercial customer count of 653, up 35%. In Q2 alone, Palanteer closed 220 deals worth at least $1 million, including 73 deals over $10 million. US government revenue accelerated 90% year-over-year, anchored by defense winds, including the Maven smart system and the Titan ground station program, now trending toward a $1 billion annual program of record. With strategic infrastructure partnerships like Nebus, expansion alongside PWC, and the appointment of former AIG CEO Peter Zapino to lead financial services, Palanteer's software mode remains unmatched. Market pullbacks and macro panic will always tempt investors to sell, but generational wealth is built by holding the physical and software backbones of technological shifts. Nvidia Corporation, Microsoft Corporation, and Palunteer Technologies represent the core anchors of a multi-trillion dollar AI revolution. Tune out short-term market noise, capitalize on these discounted entry points, and position your portfolio for long-term outperformance.

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Our third must-owned Titan is artificial intelligence powerhouse Palunteer Technologies, ticker PLTR.

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By securing positions in Palunteer, Snowflake, and Service Now today, investors can capture the full power of this enterprise AI revolution.

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our third and final stock is Palantir Technologies, ticker PLTR, a software titan rapidly evolving from a niche defense analytics provider into the essential enterprise operating system for the artificial intelligence era.

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Next on Burry's hit list is Palantir, where he loaded up on March 2027 put options at low to mid $100 strike prices, betting on a massive collapse from its peak above $200 down toward $100.

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With full year revenue guidance upgraded past $8.15 billion, any temporary valuation consolidation creates an incredible opportunity to accumulate the definitive enterprise intelligence platform of the AI era.

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our third stock is Palunteer Technologies, Inc., Ticker PLTR, an enterprise software powerhouse executing commercial execution by converting raw AI infrastructure into operational decisions.

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Making this recent dip an extraordinary opportunity for active growth investors.

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Trading around $123, well off its highs, this battle-tested AI leader sits unfairly discounted for investors looking to capitalize on the digital transformation of global defense.

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Let's begin our stock breakdown with Palantir Technologies, trading under ticker PLTR, an enterprise powerhouse that perfectly exemplifies the market rotation away from raw hardware spend toward high-margin software monetization.

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making this temporary stock dip a generational accumulation opportunity for active investors.

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Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

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I will reiterate that high conviction buy rating for Palunteer.

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I ranked Palunteer as a buying opportunity and I told investors that the recent crash was a big buying opportunity for long-term investors.

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I bought Palunteer stock for my portfolio at less than $110 per share.

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I think you can be long with Palunteer.

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Don't stay on the sidelines. Get in. Get in on this momentum.

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You know, I think you should.

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stocks that you should be buying on the rebound starting with Palunteer. ... You should be buying this bounce in Palunteer.

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Palantir, Deutsche Bank upgrading to, uh, upgrading after Palantir's quarterly results and full year forecast came in ahead of estimates, the analysts are seeing Palantir operating several steps ahead of the rest of the software space and converting AI demand into real customer value

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it's never been a bad time to buy Palunteer.

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>> And now for Palunteer, we recently talked about that in our latest video. Is that a buy for long-term or short term? >> Long term.

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yeah, back up the truck and Palanteer.

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it's definitely a great buying opportunity here

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this was once again the best earnings of Palunteer. They're just proving that this is one of the best ways to play the AI adoption side of things

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One through eight are Palantir, CrowdStrike, Palo Alto, Snowflake, Cloudflare, etcetera. There's a reason that these businesses trade so well, and it's because revenue compounds with usage.

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Your price tag is two, five, five is about $100 to go. This is a turning point for them. Uh, I do think Palante is growing into that valuation.

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Mariana Perez Mora, Bank of America Securities aerospace and defense analyst, reiterates buy on the stock with a price target of $255 a share.

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specifically names like uh Palunteer or Crowd Strike. There's an opportunity to buy the dip today on software

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instead of buying the dip on hardware, buy the dip on Palunteer because it sold down to our support level.

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palanteer

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another one that we own of exposure to which is Palunteer. We got about at about 118 sent an alert for that.

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we bought more exposure to Palanteer before we ever got through 106 because there's no guarantee you're going to get to your target, right?

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I would not bet against them. I would not Michael Bur Palanteer and I have no qualms buying more in the 160.

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I called it buy.

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I just bought more Palanteer at $118.

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What actually survives in artificial intelligence as an investment? Software companies where they have a proprietary edge on data such as again Axon with those body cameras, Palanteer with those lock-in contracts once you get people into those.

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When it's working though, there have been few stocks better than Palanteer.

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I'm not backing away. They've had an amazing quarter. It's a great spec, but it is a spec, and I know people pillared me when I came all the way back. But I stuck with it and I'm not I'm not leaving it. I think it's real good.

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WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR.

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the best way to do it is you buy Palanteer, you install it, you have us do it.

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That Palanteer is a serious breakout. A lot of fun to listen to that conference call. Those guys do have game. No matter what you say, they are Shakespearean. They really are. I like them.

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I think the crown jewel that exemplifies all of this is probably Palantir.

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they put Palanteer to an outperform rating here, right?

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Palunteer. Where do I rank this stock out of a one out of 10 to buy right now? The answer is it's a seven. I actually think Palanteer's a pretty respectable buy right now

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by the end of last year, it sold the far majority of my Palanteer shares.

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You can pick up shares with Palanteer at 116, right?

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Palunteer you look at me last year I was cashing Palunteer shares left and right. Right? Cashing cashing cashing.

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Palanteer is actually interesting as a buy and I haven't thought that for the longest time.

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obviously I took most of my profits on Palanteer last year

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total bare markets uh for a lot of them, which is a great buying opportunity for people that want a dollar cost average in and buy that back at a cheaper price

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Palunteer had a killer killer earnings a few weeks ago. Uh all the same

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Palantir to me is still the best proof point of this.

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when Palunteer was at 143. Coach told you that it was going to go to at least 150.

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I'm kicking it right off with something I talked to you guys about earlier this week, last week when Palunteer was at 143. Coach told you that it was going to go to at least 150.

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So yeah, absolutely. I think it's a must own company for the future, for for the present, for the long term

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I already had Palantir on my, you know, radar all week, basically because it's, you know, getting ready to break out. I think it's going to not only break out on the chart, but we've got kind of a short squeeze scenario here.

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it's always my view that for a name like Palanteer, any of these other, you know, high growth names, you have to have a longer term view in terms of, you know, as they grow into valuations.

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We own Palantir.

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Name one AI stock that has gotten too expensive. >> Wow. Uh ooh Palantir.

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Let's start with Palantir. What a week up nearly 40%.

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I think right around here, if you've avoided that, you know, kind of summer lull, I think this is a great buy.

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Palantir has done a really good job of helping companies see a path to that profitability, if you will.

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Other stocks I like, Palantir, Reddit, Bloomin' Brands.

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Palenteer you know expensive but expensive for a reason.

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Palanteer though, solid choice.

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within software Zeta Global, Rubric, UiPath, Service Now, Zscaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin even someone like a Reddit and Palenteer.

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I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.

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MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that could do really well over the next 12, 24, 36 months.

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this is bullish for them like a palenteer value shifts away from the base model towards workflow automation, orchestration and data security.

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Palanteer again is one of those uh very interesting opportunities.

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something like Zeta Global or Rubric or Palenteer, right?

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Look at UiPath. Look at Azenta Global. Look at you know, just really look at Palantir, right?

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AI software like uh Zeta Global or a Palenteer, maybe even a Microsoft for that matter, right?

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Look at Palanteer up three and a half% today.

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You could even put Palent here in this category.

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I sold Palenteer at around $45 per share.

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Palanteer that's an obvious winner

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he also added to his other shorts of Oracle, Palunteer, Nibius, and Caterpillar.

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He just announced that he added to his short again.

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PLTR, Core Weave. I talked about possibly even SpaceX with overbought reversal setups that would I would love to potentially short as a swing trade.

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I will wait patiently and short it once direction and confirmation are in my favor.

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on this overbought reversal for PLTR and actually just cut losses on it quickly because there was such little progress that when I closed this short, actually gave back $250

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Today, took a bad trade on Palunteer, opened up a short position a little bit too early. I still think there's a huge gap down potential if if markets begin to sell off, which again, it's still a big if.

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PLTR was the only other short that I took advantage of today

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We also have Nvidia, Palanteer, Tesla, the shorts, their largest positions, Adobe, JD

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not a buy for me from here

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So, in August, Bur shared that he had added to his short positions against the big AI players, Micron, Nbius, Nvidia, Oracle, and Palanteer.

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he opened a bet against Nvidia and Palanteer worth up to $1 billion in the best case scenario.

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He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it.

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The second stock on their list to buy, Palunteer.

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He's bet against Palunteer and Nvidia

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He calls Palanteer a top pick for commercial AI and thinks it could reach a trillion dollar market cap within the next two to three years.

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Seventh is Palunteer technologies. Cheap models are completely useless to an enterprise unless they can be integrated securely into messy corporate data without making things up.

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tava, digamos, bastante alavancada aqui com a Micron, a Palantir

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I exited almost all my Palunteer

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AI application names like Palunteer

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If you instead sell and transfer to a DAFF, you get to write off the full $20,000.

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But the reason why I sold was actually a strategic tax move.

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he's sticking with his bets against Nvidia and Micron and Tesla and Palanteer and the semiconductor index.

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I like what I'm seeing technically on the daily here.

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We sold Palunteer.

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you guys know I sold all my Palunteer for other reasons.

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If you already own these C-rated stocks, then consider selling to shift into stocks that have a greater odds future outperformance