Palantir Technologies

He's a regular MacGyver, this guy.

And then he hides the gun in the backyard of a house owned by Palantir.

And if you think anything else besides that, you're a crazy Jew-hating conspiracy nut.

I just want to remind you as well, everyone, that remember J.D. Vance in his speech earlier, he said, how is this honoring Charlie Kirk's memory to denounce and deplatform people? So why, J.D.

And then, um, that links to another one under Redstone Arsenal.

And they've all joined together with, uh, also with, uh, Palantir.

And Palantir is being used to blackmail the deep state.

And then the Golden Dome is opening up with the, uh, AI advanced, uh, plasma technology that's in Fort Huachuca In Arizona, it's a massive dump that's connected to Dugway Proving Ground, Area Fifty-One, and they're securing those two right now.

Area Fifty-One's a long time burnout going on in that one.

Uh, I'm impressed that y- you have all that on the tip of your tongue.

But I, I wanna emphasize, or I wanna focus on a few things that you said.

For one, m- uh, while I'm thinking about the Palantir thing, can you explain how Palantir is being used to blackmail the deep state? 'Cause a lot of people were up in arms about this deal, thinking that, you know, basically Trump was signing us over to the dark side by making an agreement with Palantir.

I mean, there are definite downsides to this.

The, the, you can, we can create a dystopia and, you know, I think, um, think about all the things, y- you know, like look at Palantir as, as a great example, right? Palantir uses AI to get the bad guys who are anti-American, and, and it does, if you're in a war with a country, you want Palantir on your side, right?

Yeah.

You want them to go and have, use AI to figure out what people are going to do and say and think and, and how to stop cybersecurity, uh, events and, and, and, you know, to go get the bad guys and pinpoint where they are.

So that's awesome if you're in a war and you have them on your side.

Now, what about, though, if, if that same technology gets used against you, and what if China has a Palantir coming at us and knows exactly where we're gonna be and what we're gonna say and how to take us out? And what if China can, like, somehow, like, send in a million drones to the US, lethal drones, and just, you know, go out and take out their primary targets? Like, well, that would really suck, right? And so, like, this is how the world is changing.

And, and so we have to be prepared from an offensive standpoint and from a defensive standpoint, and I hate both of it.

I don't like thinking of either, but that's how the world does work, right? I wanna be, like, I wanna have a peaceful world, and I wanna help create, like, a better world, a utopia, even though I don't really believe in utopia on Earth.

And apparently this was something that he did with all the different Gulf Arab states.

They say, quote, after Palantir negotiated a $2.7 billion DHS agreement, the contract sat unsigned while Lewandowski repeatedly sought a private one-on-one meeting with CEO Alex Karp.

So he was trying to get paid off by Palantir, have Palantir give him money directly to then further greenlight it.

So he's trying to be a middleman, trying to be like a mafia boss and get a cut.

And he's trying to work with the Gulf Arab states to the point where even the Gulf Arab states, who are notoriously corrupt, they went to others in the White House and were like, why is this guy fucking trying to get his beak wet in this shit? It's got nothing to do with him, bro.

I'm going to do one trade review, and it's frankly disappointing.

Palantir, this had the setup to be a big winner with this very nice volume gap up on earnings, two-day pullback.

Spent multiple days building a position in this, but then a failed breakout two weeks ago on this, a hard pullback, close below the 21-day moving average, shook us out of most of the position.

Another day up gave us a reprieve, then four days down along with the indexes and attempts to make a rally over the past couple of days have been met with relative weakness.

we'll be looking at closing out the rest of this for a small gain uh today so something that and it's just as simple as the rotation you know software was working when this was working two weeks ago software stopped working and uh palantir just can't hold up uh the index by itself the software names by itself and then you see the false hope move Last week, followed by an ugly giveback on Tuesday.

Three closes below the 21-day moving average, and now we're looking at a fourth close below that.

So we'll likely close out the last piece of Palantir today.

Now let's go over to the fellas and we're going to talk about some trades that we've done.

You may know nothing about technicals.

But Palantir just printed its first golden cross since early 2023.

Palantir just entered stage two of Weinstein analysis.

So again, is Palantir a great buy? Well, I don't own it.

I want to own it, but I don't right now.

The four hour algorithm makes me 219%.

If you had $1 million to put into one stock for the next five years, what would it be? Apple or Nvidia? Because those, in my mind, are the two safest bets.

Well, Jensen's telling you, maybe cybersecurity is the next leg for AI.

So let's go down this vein a little bit.

We all have heard of the name Palantir, right? And I've read somewhere that they're facilitating real world asset tokenization or something similar for the shift towards tokenization.

Is that a true thing? Is that what they're doing? And like, what's your thoughts on tokenization? What's happening in China, like social credit system and like moving towards that direction?

Yeah, I don't know if it's Palantir specifically working on that.

I wouldn't be surprised, but absolutely what you're describing there in terms of big tech companies and others and organizations like the World Economic Forum talking about tokenization of everything, BlackRock and others have talked about this.

And I think from my mind, I kind of separate this from The potential for people who are like in the crypto and Web3 space who want to use tokens for maybe finding paths towards liberation.

And then eventually somebody told me about this thing called Bitcoin.

And so I started going down that rabbit hole, as I said, and started getting paid in it.

But it's not really on the scale of compassion or belief.

I know where Palantir is more going is having sort of a chain of being able to follow the chain all the way back to where something came from a little bit like in a legal decision.

What is this legal? What other decisions is this legal decision based on? What we're doing is is slightly different.

Ours is Based on a correct under the first, there has to be a correct understanding of the system and there's work around that.

If you're in CrowdStrike, you're up a shit ton, right? If you're buying a whole guy in CrowdStrike.

And the reason I couldn't wrap my head around it was, of course, valuation, which, you know, if I'm going to buy something that's extremely expensive, I feel more comfortable buying something like a Palantir.

But I guess I could have done the same with CrowdStrike.

They're both very valuable players.