$RKLB
Thank you
@Peter_J_Beck
for a great Interview today!
Me and
@RealMattMoney
got to ask Peter some real questions and got answers we were not expecting and new viewpoints we didn't have.
Highly recommended if you are interested in the company!
$PLTR
Isn’t this Crowdstrike outage the best use case for Palantir Apollo?
As far as I understand Apollo is able to monitor an update rollout and if it breaks then it can reverse it?
Congrats to the $RKLB legends and the whole community!
For me a RKLB legend is a person who was DCA -ing since the IPO. I know of people who first started buying at $15 and they got their cost basis down to $4!
That takes conviction!
Further a legend is a person who has a
Is $PLTR at $20 scaring you?
Palantir has had a crazy run up this year and many are thinking about taking profits or are afraid of a major pull back!
This earnings is very risky as unless Palantir knocks it our of the stadium the price is going to crumble! So wouldn’t it be
$PLTR is over $18!
What makes me so happy is that I made my dad buy into $PLTR when the price was in the $8s and he is more than 100% up now and so is his portfolio.
My dad is close to retirement and he has helped me so much in my life and it feels so great to be able to help
$PLTR
I’m very sorry guys but I have bad news.
I had to sell a big part of my PLTR position just minutes ago.
Unfortunately I got bad news in my real estate company that an investor who we counted on can’t come in and we needed to make urgent changes.
I was just sitting in
The people asking if they should be buying $TSLA and $PLTR now are asking the wrong question.
The right question is what were you doing when $TSLA was near $100 and $PLTR was below $7.
If you didn’t buy then you need to take a deep look at your long term investing strategy.
$PLTR
I’m sad to say that I’m done with adding to my Palantir position.
Just checked yesterday and with the recent increase palantir became 85% of my portfolio. 🙈
I believe in long term investing and believing in knowing what you invest in. Palantir is definitely the company
$PLTR
This coming Palantir earnings is the scariest ever for because we have gone into these earnings with the stock being over 100% up.
This means that everybody is going to be disappointed if they don’t come in with home run earnings.
1. Beat on revenue and EPS
2.
People selling $PLTR now. Have you considered this?
We had to continuously lower our Palantir projections last year. I went from 30% growth to even 18% growth.
So looking at the company from our old assumptions it looks expensive at $12.
But right now there are a lot of new
Guys it’s official. Baby number 4 is on the way.
It’s unplanned but a child is always a blessing.
Now I really need $PLTR and $RKLB to do well. Lots of mouths to feed. 😅
$PLTR will soon reach $11-12 where all those who sold at 10 to buy back below $8 will start fomo-ing back in.
Also all those who didn’t buy after earnings becuase it will go back to $8 again will soon start FOMO-ing!
I’m sorry guys but the past 2 years we have been conditioned
I don’t get “long term” investors obsession with $PYPL.
I get it the stock is cheap but that’s it.
I want to buy companies that are the future and I can hold for 10-20 years and enjoy their growth.
$PYPL is very undervalued in a sea of competition, quite mature and without
$TSLA
I am very strongly considering selling all my $TSLA position.
I’m still thinking about it but I’m 99% sure it will happen.
The reason is that there is a change in my thesis.
I have invested in Tesla becuase the car portion of the business is growing so nicely and
So I did the unthinkable and sold 100% of my $TSLA position.
I had a little time to think about this and I modeled out the changes to growth based on the conference call and it’s not good.
Unfortunately the scaling back of the expansion of car production acts as a double
@iamtomnash
It’s happens to the best of us. And sometimes being a good parents means having to upset your kids:/
What sucks about parenting is it takes 20-30 years to see if you did a good job and then it’s too late to correct anything.
Sell your freaking Rocket Lab shares!!!
Some “investors” are still not happy with the hot fire vid released last night!
They are saying that the video shows a bunch of short hot fires on different engines and no full duration hot fire.
1. The end of the video you can see a
2023 has been the toughest year of my life.
I am in the real estate development business and at the end of 2022 we had really good projects happening, a new investor buying into the company valuing it over 8 digits.
My wife just got pregnant and we knew that tough times were
$PLTR
Change my mind!
I think Alex Karp is one of the best sales people on Earth.
The best selling is when the customer doesn’t know that he or she is being sold to.
Karp let’s your guards down by saying that he is not good at sales and Palantir sucks at sales.
Well he
$PLTR
I really hate war. But I agree with Dr Karp that if we invest in AI and we are so strong that the enemy doesn’t think they can win there will be peace.
Wars only happen when one side thinks they can win.
I really hope Palantir can show it’s full power in Israel and can
$PLTR
For all the “Palantir bulls” who are insisting that every Palantir bull sell or trim their position becuase the stock went up too high!
1. If you are a long term investor and sell out of your position you will incur a tax. In my case 20% in many cases 30 and +.
That
$PLTR
I regret not buying more PLTR when it was lower.
It’s so interesting. My cost basis is in the $8s and I don’t regret not buying cheaper! I don’t regret not timing the market perfectly at $6.
But I DO regret not putting an additional $30000 in PLtR at that time which I
What a day for $RKLB today!
I wanted to give a special shout out to a guy that I think does not get enough credit in the $RKLB world!
I think without him a big percentage of the shareholders would not be holding the stock or their conviction and their positions would be
Found out today that my mother-in-law is cancer free!
Me and my wife are incredibly relieved and happy for her and our kids don’t know she has been battling cancer.
She is a tough lady! Congrats!
$PLTR
Karp goes on CNBC and he says they are bursting at the seams from demand for AIP!
Guys I think we are going back to above 30%+percent growth.
I think the way it will happen is that they can recognize more and more revenue from the AIP bootcamps.
Meaning every
$PLTR
The NHS contract is not as big a deal as the Palantir community makes it out to be!
I'll be the a$$hole here and just look at the numbers.
I really hope tomorrow it gets announced the Palantir gets the £480 M deal for the NHS Federated Data Platform!
But as always the
I’m pissed about the sentiment regarding $PLTR
I see soo many creators making videos about how the stock is over valued! Warning us about Palantir!
The same creators were buying Palantir at much higher prices!
Here is the truth!
Palantir is not undervalued! BUT what makes
$PLTR
Those who are wondering why the stock is up are asking the wrong question!
Why wouldn’t the stock be up?
But Vince the company is only growing 20% per year so the if the stock is up more than 20% then it’s the multiple that is being compressed and this is
I’m blown away by the positive reaction to yesterday’s interview with
@Peter_J_Beck
.
Thank you everyone for the kind words it really means a lot! I have never had so much positive comments from a video.
In case you haven’t see the interview yet:
$PLTR
Trading vs Investing
Me vs Me
I started out on the stock market as a technical investor. I know quite a lot about technical analysis and I have practised and backtested strategies for countless hours. In 2022 I was applying my knowledge and I made 16% on my portfolio in
$PLTR
Why you can’t time the market!
A funny story!
I received a call from my dad 2-3 days ago. We have the portfolio together. And we used to be technical traders.
I was the one who steered away from being a super short term “investor” to being long term. I’m the one who
Well I think I can safely kiss my $PLTR calls good bye!
Yes I know you all told me to take profit. Yes I was stupid. Roast me in the comments.
I knew this could happen and I’m OK with it.
BUT I really liked the earnings. Not sure why the market is freaking out. Anyways we
$RKLB has a lot more propellant in the tank!
Here are the remaining catalysts for this year!
1. Archimedes hot fire within weeks
2. HBO documentary July 17
3. Earnings 8/8 (First quarter over $100M)
4. Potential new contract announcement (The inner target is to raise backlog
$PLTR
Just a quick reminder. Palantir was really expensive at $6. People were not buying because it will go to $4.
Then it rallied to over $9 and some famous YT creator sold. 🐔People thought it was expensive.
Then it went to $13 and even Palantir YT and FinX creators were
Me and my 4 day old daughter watching $PLTR AIPCON 2.
The mom asked me to have her in my arms while she was doing some stuff and I need to catch up with important stuff. So I checked if she would tolerate me watching AIP Con and she liked it.
You gotta start them early you
@Peter_J_Beck
Can’t wait to see Neutron fly and see that baby in action.
By the way congrats on how low budget you guys are able to develop the vehicle on. When out in comparison to the others it’s truly impressive!
$PLTR momentum is crazy right now!
I agree it’s on the pricier side! (Unless they beat handily on earnings if they do I think we can go to $35)
The problem with the
@KrisPatel99
‘s of the world is that they correctly point out we are pricy but there is just NO REASON to sell.
I think $PLTR is going to run to $35.
I think the stock has a lot of positive momentum and good earnings coming up.
Yes I do think it’s very pricey at that point but there is just nothing bad one can say about this company right now.
$PLTR
Raw thoughts:
🚦🚦🚦🚦
Green:
-I love how confident Karp sounded on the call. He has clear vision and he clearly believes in his product.
-I love the increase in customers and that they are in talks with 300 customers about AIP
- $3.1 B in cash is very good.
Yellow:
$PLTR $RKLB
Currently my portfolio is 61.5% PLTR and 38.5% RKLB.
But I need to repeat this for my newer followers: I’m not crazy and I’m not Yoloing into these stocks.
But I don’t diversify for diversifications sake.
Let me explain.
My goal is to have ca 10 companies
$TSLA bold prediction.
I think when Tesla stock starts trending back up people are going to think it Elon Musk is a genius for buying Twitter, for reaching out to the right who is a new audience for EVs, for cutting prices and making the cars more affordable ect, ect.
I
Well I’m happy being “inexperienced” and making “paper gains”.
It’s much better than being sour and hating on other peoples wins.
You should try it sometimes!
My best ever investment has been into a guy who speaks about philosophy on earnings calls, thinks sales is for suckers and bangs on the table. Oh yeah and he never brushes his very curly microphone hair and recently addressed investors in cross country skiing clothes. ($PLTR)
@iamtomnash
Why is it psyops to do an interview with another world leader?
I don’t think this is correct to say. There are 2 sides of this war and there is never going to be a resolution if we don’t listen to the other side.
And we might have to agree to things we don’t like in order to
$RKLB
So Rocket Lab has just announced a major contract with the US government which DOUBLES their backlog. And probably doubles their space services division which is already 66% of Rocket labs income!
More on this contract coming as I read about it!
BUT what is insane is
$PLTR
It’s been some time since I was seriously contemplating buying $PLTR again.
There is some serious asymmetry that is revealing itself.
The stock is down 25% + from recent high. I agree that at that price the stock was being priced to perfection.
Now what’s your risk?
$PLTR
How the hack is Palantir in the green again? This company is unable to product a red candle right now! We are really due for a pull back now and yet we are still going up. Unbelievable!
$PLTR
On the colab yesterday with
@arny_trezzi
we talked about what we think will happen to the stock price of Palantir!
I think the most likely outcome is that we are going to rally to $25-30 in the near future. (Months) And then I think we will be range bound there for some
We want to get Mars rocks into the hands of scientists sooner and cost-effectively 🤝
We’ve been selected by
@NASA
to complete a study into retrieving samples from the Martian surface and bringing them to Earth for the first time as part of the Mars Sample Return Program.
Learn
$PLTR
Is anyone phased about Palantir today?
Anyone having doubts, regrets or emotions?
Curious what you guys think?
I didn’t even care to look why the stock price fell. I have 0 emotions about today.
I can’t stop watching this video! I think I have seen it over 50 times.
Try skipping to the last 30 second hot fire test and putting on headphones and maxing the volume!
The engine sounds soo cool!
Man space is cool! Rocket engines are cool! And Rocket lab is freaking cool.
Things have been heating up at Stennis 🔥
The Archimedes engine development and qualification campaign continues to progress well with lots of hot fires taking the engine through various operating conditions and tweaks.
I can’t wait for Rocket Lab Weekly tomorrow!
@RealMattMoney
@scotto2050
It’s the 1 year anniversary of the show! What a timing to have the 1 year anniversary!
$PLTR
Try listening to this earnings call without knowing that the stock price went up 200%.
We went down to 13% growth, the slowest in Palantirs public history. But there is very solid evidence that growth is going to reaccelerate.
This was just an average quarter that just
My $PLTR call options are up 150%.
I bought them as an earnings play and I was willing to lose it all. I bought it on a red day last week.
Not going to lie I don’t like how the stock has run before earnings as now they have to beat like they have never done before. So I
Recently Frank Calvelli, Assistant Secretary of the Air Force for Space Acquisition & Integration visited our HQ! During his visit, Mr. Calvelli delved into in-depth programmatic reviews of our work with the
@SemperCitiusSDA
& our innovative Neutron launch vehicle.
$RKLB
This new contract is way more insane that it first seemed. Based on some calculations I have done it might make Rocket Lab cashflow positive. (I know it sounds nuts, but its true)
I think this +20% move still makes the stock insanely undervalued. And if its true that
I must say that
@elonmusk
buying Twitter for $44 B and going through all the pain of turning the company around is a sign of love for his son and compassion for others that I have no words to describe! Respect!🫡
I would like to say a big thank you to
@MoreMorganB
and
@RocketLab
for setting up this interview!
Its very rare that companies talk to retail investors! And its even rearer to be able to ask any question we want (when it doesn't go against national security of course) and get
Ok guys! The
@Peter_J_Beck
and Adam Spice interview is soon coming out in T-0:45.
It will be broken into 4 parts by who was asking questions.
Part 1 is me:
Part 2 is on
@daveginvest
channel:
Part 3 is on
@realmattmoney
Is $PLTR the next 100 bagger stock?
Let’s be real!
I feel a lot of people are asking this question but they miss the point!
According to
@chriswmayer
book (100 baggers) here are some common points 100 baggers have in common! I’ll put this emoji ✅ if it applies to
$RKLB has closed their convertible offering according to their latest 8K filing.
Rocket Lab has never been this cheap!
We are trading at $4.36! I know its not the lowest ever price but I would argue that the company has never been cheaper.
1. Previously we were not a proven
@ronjonbSaaS
@arny_trezzi
@amitisinvesting
There is no first principles reason why Palantirs software can’t be replicated by other companies!
You are right in this. Any software can be copied!
However palantir took ca 10 years to develop. And on top of it it is battle tested now and trusted by a lot of very heavy
@theficouple
If you have no consumer debt and a paid off house can you explain to me how you are considering bankruptcy?
This story doesn’t make sense.
$PLTR
It looks like the Cathie wood curse is broken and from now on we are an AI stock and we move with the rest of the AI sector.
$NVDA reports amazing and is up 30% and it drags up $PLTR becuase…. well AI.
I just wish the rally wasn’t so sharp up, but hey I’ll take it! If
$PYPL $PYPL $PYPL
Everywhere I look everyone is bullish about PayPal! Soon my grandma who is Hungarian and doesn’t know anything about stocks will call me to tell me to buy PayPal!
I don’t know about you guys but when everybody seems to be in agreement about something usually
$RKLB
This chart is insane! I don't think I need to explain it.
This is from the SPAC presentation of Rocket Lab. The ratios are still true even today!
This tweet is pure idiocy!
But I can ask
@Peter_J_Beck
in the next interview to tell us the full story so we can end this bogus myth!
Rocket Lab has been extremely transparent and they said they are done with the hot fire tests.
If they would have lied about it it would be
$PLTR
Change my mind!
I think the most likely out come for Palantir Q2 earnings is an inline with expectations or slight beat on earnings and revenue, BUT a huge increase in new customers.
Karp said that there is no pricing strategy and they will just take the whole market
$PLTR
Food for thought!
If you only have a few 1000 shares of Palantir and that is your only position don’t think about diversification and trimming the portfolio.
Your portfolio is so small that you can’t use the same strategies as Warren Buffet for billion dollar
My biggest take away from the $RKLB investor call yesterday is that they are competing for several similar and bigger deals both on the government and commercial front!
That's really big!
I think the purpose of this event was to establish themselves as a Space Prime in peoples