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Why Palantir is a $1 Trillion Company [Total Upside of 25X for PLTR Stock]

Why Palantir is Worth $1 Trillion [Total Upside of 25X] - I believe that the 2 most disruptive forces in the next 50 years will be renewable energy and data. With everything going online, most companies business is now BUILT on having the most accurate and relevant data, in the simplest and most accessible manner possible. The next phase of innovation in our economy will come from improving our capability to analyse, refine and improve the quality of the data businesses generate. Essentially, we are on the brink of a completely new age where the data we collect from our businesses will be the MAIN growth engine for every business imaginable.

That is why data has become the new oil, and the companies that can deliver the best data, will be the new oil kings of the next 50 years, and PLTR of all companies is sitting nicely in a prime position to take over this market, and I am not the one saying that, Amazon and IBM are saying that. The recent deals of PLTR with both Amazon and IBM is the formation of a 3 headed monster which will compete for control over the world’s most important asset: Data and is primed to become a quasi monopoly in a brand new market that does not yet exist.

For Palantir, 2021 is the combination of a 17 year marathon, a gamble of sorts, one that required some insane visionary behavior and machine like patience from board members and PLTRs investors, which is something I have never seen before. 17 Years of work for the DoD spending unthinkable amounts of dollars on PLTR to research and develop a software platform that Palantir is now slowly rolling out and scaling to commercial clients, is a moat no company can cross, not even Amazon or IBM, and you know what they say, if you can’t beat em, join em.

For me one of the best signs of a long horizon thinking, beyond those 17 years is the fact that even know Alex Karp , the CEO is not trying to hype up the share price, in fact he just did the opposite by going on CNBC and telling people to not buy the stock unless they are in it for the long haul.

As far as valuation, its very binary, you either see the vision or you don’t. Cathie Wood from ARK sees it, she invested almost half a billion dollars into PLTR recently. RBC just increased their PLTR holding by 340% from 170K share to 740K shares, and they are actually a client of PLTR, which means a lot. When your CLIENTS invest 18 million dollars into your company, that says it all.

In my view, PLTR is one of the 2 next trillion dollar companies, the other one being TSLA, which makes me a huge fan and very patient and bullish investor in PLTR for the long haul. How do I get to this number, here is some very basic math: the global AI market is expected to hit 130 billion USD by 2026, and assuming PLTR will grab about 15% of that market, at a multiple of 25X, you get a 500 billion valuation, imagine PLTR will grab 30% of that market? You get a trillion, simple and yet insanely complex.

Link to the full internal IBM video showcasing Palantir: https://developer.ibm.com/videos/palantir-for-ibm-cloud-pak-for-data-walkthrough/

Royal Bank Of Canada reports 339.31% increase in ownership of PLTR / Palantir Technologies Inc: https://fintel.io/so/us/pltr/royal-bank-of-canada

Forbes article about PLTR total addressable market:
https://www.forbes.com/sites/greatspeculations/2020/09/29/palantirs-secretive-business-is-priced-for-perfection/?sh=17c0995743f7

Proof Alex Karp, CEO and Co-Founder of Palantir is only seen in the snow:
https://www.reddit.com/r/PLTR/comments/m7ghoc/legend_has_it_alex_can_only_be_seen_in_the_snow/

Tipranks PLTR analyst predictions:
https://www.tipranks.com/stocks/pltr/forecast

Please note that as with ANY post or video I make this is NOT financial advice and strictly my opinion and may be totally wrong. Do your own research please.

Note that past performance is not a guarantee of future results. Don't assume an investment will continue to do well in the future simply because it's done well in the past.

I currently hold a long position in PLTR. I may expand an additional long position in the future.

This is strictly my opinion, so do your own research and make up your own mind. This is not financial advice, just entertainment, so be careful!

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Видео Why Palantir is a $1 Trillion Company [Total Upside of 25X for PLTR Stock] канала Tom Nash
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18 марта 2021 г. 17:57:32
00:13:39
Яндекс.Метрика