WEBVTT - Palantir’s Explosive Growth: Is It the Next Nvidia?

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<v Speaker 3>Let's talk about penalts. Here stock prices of seventy eight percent.

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<v Speaker 3>You had a date and they just land another seven

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<v Speaker 3>hundred and ninety five million dollars federal contract. If you

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<v Speaker 3>don't know, palent here is the defense AI defense company.

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<v Speaker 3>They're the ones that's supplying all the drones here internationally

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<v Speaker 3>all over. Okay, is this the next in video? As

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<v Speaker 3>far as the run like the run that we saw

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<v Speaker 3>with in video a couple of years ago is pound here,

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<v Speaker 3>the next run like.

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<v Speaker 4>That in video is the second greatest returning asset. Next

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<v Speaker 4>to bitcoin if you look over a ten year period.

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<v Speaker 4>So I'm not sure if they'll be there, but I

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<v Speaker 4>do think that they may be the new Tesla for

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<v Speaker 4>ELI went off the rails, So I will look at

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<v Speaker 4>this like like the twenty eleven twenty ten moment. They

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<v Speaker 4>are on fire. I can see them getting to one

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<v Speaker 4>fifty eight by the end of the year if things

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<v Speaker 4>remain the same. I do think they're having an amazing run.

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<v Speaker 4>Still morally don't love to invest into them, but if

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<v Speaker 4>you're looking for a potential exer price, if that's going

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<v Speaker 4>to be a point of contention, by the end of

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<v Speaker 4>the year, one p fifty eight is where I think

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<v Speaker 4>they should land.

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<v Speaker 2>And I think they're probably one of the best run companies.

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<v Speaker 4>And since there isn't any more quantitative easing, notice that

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<v Speaker 4>we are not building more social apps, we are building

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<v Speaker 4>more data and apps. We're building real things that have

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<v Speaker 4>an impact in the real world. And I think pallunteer

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<v Speaker 4>at a time when it was not sexy to be

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<v Speaker 4>in a space when quantitative easing was afloat. They found

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<v Speaker 4>their footing as the economy has changed, so they've done

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<v Speaker 4>it a tremendous job.

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<v Speaker 2>Maybe not the new in Video. But I do think

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<v Speaker 2>they are the new Tesla. That's fair comparison.

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<v Speaker 1>The market cap is at three hundred and twenty eight billion,

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<v Speaker 1>and you're right, like, if it has a run like

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<v Speaker 1>a Tesla run, you can you can see that getting

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<v Speaker 1>up two once trillion. Yeah, I mean defense decond, We've

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<v Speaker 1>seen the power of it. It's going to lead the

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<v Speaker 1>way for the for the their future and the long

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<v Speaker 1>term future. I'll be interested in seeing the cybersecurity sector

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<v Speaker 1>as well. When when we talk about we talk about

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<v Speaker 1>it from a defense standpoint, but the security around it

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<v Speaker 1>is going to be important too, So I'll be interested

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<v Speaker 1>in seeing that.

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<v Speaker 2>But yeah, I think that was probably the most accurate.

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<v Speaker 1>I don't know if in Video, which is on pace

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<v Speaker 1>to be at four trillion, presumably by the end of

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<v Speaker 1>this month. Yeah, hopefully right, for all sakes, we'll be

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<v Speaker 1>happy to see that first time in history that that

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<v Speaker 1>has happened.

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<v Speaker 2>I don't know if it does that just because the

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<v Speaker 2>use case is so radically different.

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<v Speaker 1>Yeah sure, Yeah, it's just such a it's just a

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<v Speaker 1>drastic difference in what they're being used for.

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<v Speaker 2>But yeah, I think this is this will be a

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<v Speaker 2>trillion dollar company.

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<v Speaker 4>Three year target price two hundred and thirty five.

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<v Speaker 2>I want to be the first on record to say it.

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<v Speaker 4>I don't want to hear all in the morning taking

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<v Speaker 4>my take on other platforms, but two thirty five fifty

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<v Speaker 4>seven is where I happened in three years. UH entry

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<v Speaker 4>point for pallunteer. I like one twenty seven ninety nine.

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<v Speaker 4>If you're holding for long term one twenty seven ninety nine.

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<v Speaker 3>You heard them seven ninety nine, Ladies and gentlemen, bigcoin.

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<v Speaker 3>How much crypto should somebody holding their portfolio.

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<v Speaker 4>I'm gonna be on the record and say that the

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<v Speaker 4>sixty to forty bonds split instead to any advisor who

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<v Speaker 4>emails you and tells you otherwise, I'm sorry. I can't

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<v Speaker 4>get a real answer what's going on with the BIB market.

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<v Speaker 4>I do think at this point it's inevitable and highly

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<v Speaker 4>advisable for at least twenty percent of your portfolio to

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<v Speaker 4>be into cryptocurrency if we're just looking over a return basis,

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<v Speaker 4>and I'm not mentioning all coins. I'm talking about that

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<v Speaker 4>the big three. If you look at Ray Dalyio's All

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<v Speaker 4>Weather portfolio strategy, the last asset class to be added

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<v Speaker 4>was crypto. But it's given the most return, it would

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<v Speaker 4>behoove you to have at least twenty percent in.

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<v Speaker 2>You don't.

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<v Speaker 4>I don't think you have to be one hundred percent

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<v Speaker 4>in if you don't believe in it in that fashion.

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<v Speaker 4>But I think to focus sixty or forty percent on

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<v Speaker 4>bonds that would be a mistake. I will replace that

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<v Speaker 4>with twenty percent crypto, twenty percent gold. If you're looking

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<v Speaker 4>for a hedge, and the reciping equities twenty percent.

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<v Speaker 2>That's it.

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<v Speaker 4>That's according to the prices that And I know y'all

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<v Speaker 4>like to re write history. I did call twenty.

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<v Speaker 2>Thousand well documented, well documented. You don't have to like

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<v Speaker 2>me or whatever the case, but those levels were key.

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<v Speaker 4>If you've got in and you just put in twenty

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<v Speaker 4>percent of your portfolio from their return, we're at a

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<v Speaker 4>multiple five from.

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<v Speaker 1>There, right Because I think Chris Johnson said this too, man,

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<v Speaker 1>And if you didn't check out that that episode of

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<v Speaker 1>Market Money is please go check that out. Cra like

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<v Speaker 1>the beautiful thing about crypt bitcoins that the price it

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<v Speaker 1>is today, it won't be in five years. So I remember,

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<v Speaker 1>and historically that data has proven its proven that, and

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<v Speaker 1>I remember we started doing this show. This is going

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<v Speaker 1>on year six now, but we used to say like

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<v Speaker 1>five percent between two to five percent, and as this

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<v Speaker 1>thing is conned up, it's becoming overwhelmingly clear, like wait,

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<v Speaker 1>we got to make an adjustment. So the original was

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<v Speaker 1>like twenty five percent of having exposure to biitcoinin Yeah, yeah, I.

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<v Speaker 4>Remember when I thought a bigcoin being at five hundred

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<v Speaker 4>bucks is a lot like okay, twenty fifteen at two

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<v Speaker 4>sixty July fourth, twenty sixteen, six seventy five, twenty seventeen

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<v Speaker 4>to two point six k, twenty eighteen six point six K,

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<v Speaker 4>twenty twenty at nine point one K, twenty twenty one

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<v Speaker 4>at thirty five K.

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<v Speaker 3>Somebody say, Ian, do you expect another ten to fifteen

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<v Speaker 3>percent pull back before the end of the year.

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<v Speaker 4>If you go to inininvest dot com and enjoining red Pandemic,

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<v Speaker 4>you would know exactly my thoughts on the price to

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<v Speaker 4>be able to get in if I've made you money,

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<v Speaker 4>put yes and chat back.

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<v Speaker 2>To you for shot control. Thank you fancying that clearly.

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<v Speaker 1>This so next year, by that four year cycle of bitcoin,

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<v Speaker 1>next year was supposed to be there, Well you might

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<v Speaker 1>see a pullback based on that after having we there's

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<v Speaker 1>like that cycles that we broke down, so it would

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<v Speaker 1>be next year.

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<v Speaker 2>So we'll see. We'll see this year. It should. It's

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<v Speaker 2>still have some appreciation in there's always pullbacks.

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<v Speaker 5>Yeah again, part of it you need that so, but

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<v Speaker 5>the deep pullbacks of dropping thirty five and forty percent,

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<v Speaker 5>given the institutional involvement, that's gonna be rough to head

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<v Speaker 5>it again.

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<v Speaker 4>I think we'll never see a twenty five thousand bitcoin

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<v Speaker 4>ever again. In life twenty eight thousand.

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<v Speaker 6>An illegal alien from Guatemala charged with raping a child

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<v Speaker 6>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 6>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 6>filming and selling child pornography in Michigan. These are just

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<v Speaker 6>some of the heinous migrant criminals caught because of President

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<v Speaker 6>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 6>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 6>crossings are at the lowest levels ever recorded, and over

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<v Speaker 2>Sponsored by the United States Department of Homeland Security,