Palantir's Future: Boom or Bust?

Market Mondays

EYL Network

Entrepreneurship, Business, Investing

5 • 4K Ratings

🗓️ 16 February 2025

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this clip of Market Mondays, Rashad Bilal, Troy Millings, and Ian Dunlap dive into a crucial discussion on Palantir's impressive performance over the past 18 months. Palantir, known for its AI and defense technology, has skyrocketed from $20 to $116 within a year. But is there still room for growth, or has the boat already sailed?

Troy Millings emphasizes Palantir's key position in the AI defense space, suggesting that although competitors like Anderil could eventually dethrone it, Palantir remains the current leader. Rashad Bilal echoes this sentiment, highlighting the significant impact of Palantir's government contracts and their pioneering role in defense tech. The duo underscores that Palantir isn’t a fleeting investment—it's here to stay, especially given its robust software capabilities and the emerging AI revolution.

This clip also touches on insights gained from the World Economic Forum in Davos, where influential companies showcased their innovations, underlining the importance of being on the ground to witness these developments firsthand.

Don't miss out on this engaging discussion, packed with valuable insights into one of the most talked-about companies in the tech space. Make sure to like, comment, and subscribe to stay updated with the latest market trends!

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Transcript

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0:56.1	Palantir has been on a rampage over the last 18 months.
1:02.2	Great earnings went up like $20 after that earnings report that it had.
1:07.5	And, you know, a lot of people have been asking about our thoughts on Palantir.
1:12.6	It's 52-week high almost currently, you know, a company that went from $20 to $116 in one year.
1:21.6	So how long can this can this last in this Palantir company that you missed the boat on or is it still
1:30.3	some room no i think it's still room to grow um it's black history months we got to send some
1:37.3	praise to alex alice corp yeah like oh ceo um doesn't get enough credit probably because of the nVIDia boom and that's the only
1:47.7	reason why i wasn't the biggest on it but you can't argue with the production we've talked about
1:52.9	it a couple months ago um there's a few people in market mondays at the mastermind who
1:57.9	showed me the portfolio when they got in on the price that I called,
2:01.3	but has a lot more room to run. I think the AI defense space is a space is going to grow
2:07.4	over the next eight to 10 years for sure. They are the leader as of now. I think when
2:13.0	Andrew goes public, eventually they will uproot Palanteers being number one but for right now
2:18.2	they are the king of the hill you can't argue with the returns like you said they went from
	...

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