TOM LEE: "BUY PALANTIR IN 2024 AND NEVER WORK AGAIN"

Published: Aug 29, 2024 Duration: 00:15:46 Category: Film & Animation

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so folks Tom Lee just dropped a massive bombshell about paler check it out this is from his website paler Technologies has now been added as the new granny shot at number one now for those who don't know what this is all about as you know my videos the bottom line always comes first and I don't you to stay on my video so here's the bottom line first and then we're going to go through the list look granny shots based on the Tomley system is essentially the ones that you can make very very high percentage wise now the reason it's called a granny shot is nothing with Grandma's back in the day there was a free throw shooter his name was Rick Barry and he used to shoot basically like Grandma like this from the bottom up instead of the regular shot like this and he's to this day one of the best free throw shooters in the NBA he finished his career with over 90% of free throw makes so this is why he calls it the granny shot basically a high percentage investment and this is the list of his CR de CR the best and penter is now on it we're gonna go through it I'm going to talk to you about why I think he's putting paler in that place and he's not the only one now I should also mention that paler was selected as the number one AI machine learning platform by Forester wave and that's a huge deal as well the market is starting to recognize that paler is becoming a dominant force in the market now in my sessions on my patreon account on my community on Discord I always say I only invest in companies that will be dominant in the next 10 years I'm not interested in good good businesses I'm not interested in things are going to be nice to have I want the next domination company in my portfolio that's why paler is in it that's why Tesla is in it and that's why Tom Lee is adding it to his new list now this was just added late August as you can see here on the screen this is a new addition but as I'm going to tell you in this video this is just a start but first of all before we get through that there's a lot to show there hold on a second let's pull back here a second I just want to mention that today is the last day of August August is finished finally H there's no trading on Monday Labor Day as you know or should know today was a good day for inflation today was a good day for micro core PC data came out at 2.6% which is a lot better than the estimated 2.7% and basically if you kind of look under the hood what you find is it's mainly housing that's leading the way at point seven I think basically you have to understand that housing a is cyclical and usually housing peaks in July and August this is the months where people move so this is the peak of Housing and number two it's a lagging indicator so it takes a while to kind of manifest changes in which the market actually drops prices so in any case when it's better than expected and it's housing that's leading it's a really good news for inflation and another thing that came out today was the yish University of Michigan shout out go Blue the onee inflation expectation actually dropped to 2.8% which is the pretty much the pre-pandemic levels that we've seen for the first time in a long time so there's definitely more mandate leeway whatever you to call it for the FED to cut race faster and hard and we know that they're headed towards 2.8% which is the neutral rate and we know it's going to take them about a year to get there but at this point with this great inflation data coming up just reinforcing the conclusion that the FED will have to move faster and it seems that despite all the mockery guys like Jeremy seagull who was on TV for six months saying hey we need to cut rates we need to cut rates this is the time it seems that he was right because like Tom Lee said inflation is dropping like a rock it just takes some time to identify it if you're very very Centric on the data and the little Excel spreadsheets but if you look at the big picture inflation is definitely dropping it doesn't mean things are getting cheaper life is still way more expensive in 2024 than it was in 2020 but it means that the rate at which things are getting more and more expensive is slowing down to a 2% level which is kind of normal and standard it's still very expensive to live in the Western World especially in the US now let's go back to Tom Le I want to show this on screen so Tom Le added this to his list and I want to show you what this means if we scroll down here on his website you'll find by the way here you can see that housing is literally Leading The Way with s yeah so um this is the explanation of his granny shots so smid granny shots represents the best of the best from thematics the granny shot represents the best of the best small caps and midcaps H from the Thematic portfolios this derived from looking at stocks which appear in multiple themes basically he's looking at all possible things that can impact the stock by the way this is Rick Barry as you can you can see him holding the ball down here this is how he used to shoot from from his Crouch and he actually made a very high percentage of free throws one of the best in history so that's why this thing is called a granny shot because it's a very high percentage shot and for a paler to be on this list for the first time in a long time as you can see peners right here on this right hand side it's a huge deal it's been added right here and now I want to talk a little bit about this whole paler thing and why I think it's a it's a huge deal you see with paler being added to this list it's another kind of indication that the market is starting to realize what paler is and what paler isn't right if you recall back in December of 2022 when um palente was at $6 $7 and everybody was saying well it's a horrible stock you know Tom they're not profitable the CEO is crazy what do they even do we don't understand their business it's not like a Tesla you can drive a Tesa you can't drive a paler product and so forth and so forth many videos have been made uh by people for a lot of cloud saying that you know I'm an idiot for believing in the stock many people who have been Bulls sold it made videos about that how they sold it etc etc etc so you know right now we're up 124% over the past 12 months we have bat the S&P 500 by 96% all I've done from that $6 price point until now is keep my mouth shut and DCA as hard as I can when the stock was below the 52e high I am still buying actively pante right now now but because it's currently not below the 52e high by 20% I'm buying normally that's the only thing I've done since 2020 and nothing has changed now H at the end of the day for people who are not familiar with with paler I just want to kind of summarize why paler is such a granny shot like Tom Lee is pointing out and and Tom Le is right about this look there's he just added it I believe on August 20th right let's look at it yeah it was added on August 20th so it's a recent ad but let me tell you why I think he added look at the end of the day paler as it was kind of named in the forest to wave selection is the number one a machine learning platform palen kind of become the Quasi Monopoly of the AI operational software kind of world because at the end of the day you have the AI World divided into two kind of categories right you have one category which is the llms the generative AI people are trying to generate information generate business with with AI by large language models on the other hand you have the infrastructure play like Nvidia like AMD like Dill who are basically like smci right on the infrastructure side essentially trying to build the infrastructure to run all this new business on but think about it this way what penter has is neither they're not an infrastructure play and they're not an llm what they are essentially is Windows when you have a great machine and you have great software that can run on this machine you still need an operating system to operate the machine and have it communicate with the software you just bought right if you bought a great video game and you have a great computer you still need an operating system you need a Windows and paler AIP is essentially that Windows to keep it simple because I'm not a technical guy I'm not one of them people who you know understands the nuts and bolts other this thing words but I understand enough now the one thing I know is numbers and numbers is my game look since the company went public in 2020 the government business has doubled from 600 million a year to 1.2 billion a year not bad the commercial sector has gone from 500 million per year to 1 billion per year so government business doubled Commercial Business doubled all in four years and one of the main criticisms that was about paler is that look paler is a US Centric company they can't expand outside the US because they're so anti you know anti all of this you know Pro us stuff and the the anti-china anti-russia look the rest of the world business for paler has doubled over the past four years from 300 million to 00 million so they've doubled the rest of the world reach even without selling to China and Russia I guess you can make money without selling your soul to the enemies of America and that's what palente has been saying it's one of the main reasons I like this St because they've never given up on their on their principles to make extra dollars they've never sold their soul to the devil and I absolutely love that and I believe long term it's going to reward them it's already starting to happen now I personally spoke and that that's something that I get to do on this channel because um I'm not a regular retail investor ER but I'm also you know I don't think I'm Hollywood but because I have this Channel people reach out to me and they want to talk to me and that's why I have a lot of access to a lot of interesting people I've spoken to people who use this platform who are clients I've spoken to Big clients to small clients to secondary clients I spoken to a lot of people who use paler products and the amount of times I heard this sentence come out of clients mouth was hey paler really saved our ass we were in a trouble spot impossible to recover from and paler came in and saved us I heard that from people who talked about what they did to Airbus with the a350 I heard it about some shipping companies they worked with I heard about some Airlines they work with completely unrelated businesses I heard from a lot of customers the same thing and the same customers also told me ever since we started working with paler and I saw what this platform does I've become the biggest paler shareholder on the planet I'm buying palena stock as much as I can because I've seen what the platform can do I heard from soldiers who told me hey palena saved our saved their ass on the battlefield multiple times I haven't heard anybody say anything else about the software and this platform so the one thing I know is even if you don't have access to all these great people all these clients like I do go watch the latest AIP con by paler which was hosted by by Alex scarp and Amit was there he did a great panel but look at the paler a con and you'll hear CEOs of massive companies talk to you and explain to you in very simple terms how AIP the paler software the platform converted decisions that took weeks to make into seconds because at the end of the day something that used to take weeks by going back and forth and emails and approvals and decision- making and somebody had to sign off and bureaucracy now it happens seamlessly inside the system with AIP now AP takes these llm models and instead of having kind of a chatbot and kind of a textual answers to questions it turns it into operational decision-making mechanisms that basically expedite and accelerate everything happening in your organization in fact right now we've gotone to the point where if you don't have AIP you're handicapping your company versus the competition and that's why the AIP cons are over subscribed there's not enough seats and paler simply doesn't have enough capacity to supply all this demand while everybody talks about the fact that oh Nvidia can't supply all this massive demand which is true pener also still can't supply all this demand but nobody's talking about it because Nvidia is the big news but pener has clients banging on its does and it has limited capacity and they can do as much as they can do the only thing that's stopping paler from getting to 50 60 70% growth per year which they will is their own ability to supply more of this stuff it's the only thing they have enough clients to go for five years forward that 50 60% growth so at the end of the day if you look at the the company say well you know Tom customer growth over the past year was only 41% well number one show me a company that has 41% customer growth in a year and I'll show you a great company but that's not in the point the point is that 41% is constrained by paler own ability to take on extra customers it's not about the the ability of the market to to generate demand there's plenty of demand now if you look at the data analytics Market according to all estimates by 2032 this Market is going to be worth 500 to 600 billion dollar right now it's worth one/ tenth of that about $50 billion so the entire Market is going to go into a 10x mode that's not me saying it that's data Sim Alman says it might even be much much bigger but let's say it's going to 10x so if the entire Tam is going to 10x and if paler is the quas Monopoly in operating system and everybody else is beefing about oh who has the best llm llms are becoming commoditized Nvidia is taking over the infrastructure and in the software the thing is happening with paler but it's happening under the radar and very few people are noticing that this thing is going to be the next Nidia well now you have Tom Lee noticing which is good now you have a Forester wave noticing that's good A lot of people starting to notice but still it's still under the radar and the current valuation of about $70 billion that's nowhere near where it's going to be in fact my own estimates for this company are pretty insane I don't want to scare people but I have here some numbers and I want to show you so I'm going to pull this from the screen and I'm going to show you my numbers so my fivey year you know what let's pull up stock MVP because in stock MVP you have all this data and I don't have to H because I hate talking without showing data to me it kind of uh I need transparency so I want to show you stuff so let's pull it up on the screen right now so penter is on the screen I'm going to pull it up and then we go through the data together and I'll show you my price Target okay okay so palente here at this point look the one thing about penter I think you guys need to understand is that while most companies when they're growing right they're generating more revenue and more Revenue the costs to operate the company go up it's normal you know you need to burn money to make money right so every company has more and more Revenue the the costs are going up but with paler it's quite the opposite if you look at the screen right now what you see is that while Revenue went up by 86% of the past year which is insane R&D expenses went down by 30% operating expenses went down by 22% and net income went up by more than the revenue by 132% so this compan is growing at 90% the expenses are dropping at 30% and the net income is Rising by 132% which essentially means that it's becoming more and more sorry I have to close this call it it has to you know it's more and more efficient with every minute goes by now look at the stuff I'm going to show you right now here in the screen so uh cash and cash equivalents are $4 billion total debt is $260 million I mean it's hard to find a company with that much cash in that little Deb which is operating at these margins and is growing that fast and it's so efficient now my price target for paler I'm G to kind of call it out and you guys can do whatever you want with it I'm not going to get laughed out of the building don't worry so my bare case for the next five years is $75 so at very at the minimum this stock is going to double in five years at the very minimum my mini case is $152 and my bull case valuation for the next five years is $230 I believe P five years will be at $230 and if people ask you oh Tom when is that 500 coming it's coming don't worry it's coming it's coming faster than you think I'll see in the next

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