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Hold on to your hats, folks, because Palanteer just dropped a nuclear earnings report and the Messi of AI is officially silencing every single doubter. And on this channel, we bring you the real story behind the tech titans. And today, I'm going to break down why Wall Street's most outspoken bull on Palunteer says this report is unprecedented and why you need to pay attention.
Right now, we're diving deep into Dan Ies's explosive reaction covering the blowout numbers, Karp's bold claims, and why even a 560% runup might just be the beginning. Let's get into this. Paliers results are out. What do you make of this report? It's a blowout across the board. I mean, look, that's why they're the messy of AI, right?
I mean, it just speaks to this is transformational the type of growth they're seeing. And you combine that with what we saw last week from the hyperscalers that that just shows this AI revolution, it's just starting in terms of the next stage of growth. Huge huge step forward for Palunteer. Karp telling me, Dan, Alex Karp, CEO said told me there is no one in software even remotely close to the numbers at our scale.
He was saying, listen, you cover a lot of tech names, cover a lot of software names. You agree with that? There's nowhere close. I mean, if you look what they're do, I mean, look, I I've covered tech 25 years. This is unprecedented territory. It speaks to our view, it's a trillion dollar market cap in next 2 to 3 years.
Let's freeze it right there. This is more than just a reaction to an earnings beat. This is a fundamental recalibration of what's possible in the software industry. You have the CEO, Alex Karp, making a bold claim. No one is even remotely close to our numbers at our scale. And then crucially, you have Dan Ies, a 25-year market veteran who immediately confirms it.
There's nowhere close. This is unprecedented territory. Unprecedented is a word analysts save for truly historic moments. This isn't just about beating a quarterly estimate. This is about Palanteer creating a new performance benchmark that the rest of the industry now has to be measured against. The trillion dollar prediction isn't just a random number.
It's the logical conclusion when a company enters truly uncharted territory. I mean they are look godfather of AI Jensen, Nvidia, Microsoft, you look at Alpha, you look at you know obviously everyone that we see in terms of big tech right there. Let me ask you, Dan. You know, heading into this print, this stock was up 560% over the past 12 months, okay?
Just a rocket ship. And there are some analysts on the street, Dan, smart guys like yourself who've been doing this a long time, like yourself, who will say, "Listen, I like the company. I like the tech. The fundamentals look solid, but they don't recommend the stock to clients, Dan, and you've seen this.
Because it's the valuation." They'll call it, in their words, an irrational valuation. What is your response to that? They hate it at 15, despise it at 50, screaming from the mountain tops at 100, and I think at 200 they'll be doing the same. Look, Josh, we've talked about if you focus just on valuation over the next year, you've missed every transformational tech stock the last 20 years.
And Palanteer, I put in the same category. Let me ask you, Dan, if it's not valuation, then and you're bowled up on Palanteer. You've been right for a long time on this name. But the clients must ask you Dan, okay, it's not valuation. What are the downside risks I that I need to consider? Would it be competition, Dan?
Is it product fit? What what would the risk be? Look, it's I mean, you could say valuation, macro, you know, I mean, those are obviously, you know, other issues that we could see come through, but the reality is that it's still early days in terms of where they're going. I mean, my view, they're basically creating a whole another business in terms of the commercial business.
Then you look on government, they're gaining more and more share on government. It's kind of a one-two punch. I think Karp's just playing a different game, right? I mean, I think he understands on par with Jensen and Nadella in terms of where this is all heading. This is the answer to the milliondoll question, what's the risk?
Ives's response here is key to understanding Palanteer's unique strength. He points out that they are essentially two elite companies in one. On one hand, you have the established powerful and deeply entrenched government business, the Bedrock Foundation. On the other hand, as he says, they are creating a whole another business with their explosive commercial growth.
This is the one-two punch. While other companies have to choose between stability and hyper growth, Palanteer has both. This dual engine model makes them incredibly resilient and difficult for competitors to attack. Any perceived risk in one area is buffered by the immense strength in the other. It's a strategic moat that few on Wall Street fully appreciate.
I see some analysts on the street, Dan. They do their checks with retail investors on this name and they say they hear more interest about two issues with Palanteer. They're hearing chatter more interest in potential stock split and capital return. And I'm just curious what you make of those dynamics.
Capital return I don't think much of this because you're at the end of the day you're focused more on this is growth mode. Terms of stock split. Look, I think that could clearly happen, right? just given what we see especially today and where this is going forward and they are in a massive position of strength and it goes back to like the last few years institutionally this has been one of the most hated names I've covered in 25 years but they just continue to execute and I put in a rare category almost a Mount Rushmore in terms of where I see them going
in terms of the rare category Dan though as you try to look across the competitive landscape who would you consider competition who would you consider rivals or even potential rivals down the line? Look, Snowflakes competition, you could argue Oracle, Microsoft competition, but to some extent they're partnering with them.
Look, there will be competitors. This is not I mean, they're not the only game involved, but they're just miles ahead from a technology perspective and what I hear from customers. What do you hear from customers when you ask them? What do they tell you? It's unlike anything they've ever seen in terms of use cases and what Palanteer can do.
relative to a lot of these other companies and remember they hardly they hardly basically have a direct sales force. I mean that actually just makes this that much more pretty unbelievable in terms of these numbers. How much credit Dan at the end of the day do you give the seauite here? Do you give to Karp?
It's gold standard. I mean what carb's done is it's a hall of fame performance. I think if you look what he's done, how he's built his company, and that's how you end it. After all the talk about numbers, valuation, and competition, Ives boils it all down to the single most important factor, leadership, a hall of fame performance.
That's not a term you throw around lightly. It tells you that Palunteer's success isn't an accident. It's the direct result of a founders's vision to build something fundamentally different. A company that prioritizes product excellence over stake dinners. As we've heard before, the unprecedented numbers, the one-two punch business model, the fanatical customer loyalty, it all stems from the top.
Ives is saying that to understand Palanteer, you have to understand that it's driven by a Hall of Fame leader who isn't just playing the game. He's building a legacy. Do you see any evidence in these numbers? I mean, listen, I just see a lot of beats across the board. Do you see any evidence these numbers, Dan, of any kind of macro or even downstream tariff related impact?
I mean, look, this is these are numbers. Of course, you always could they have beaten by more? Could they have raised? I mean, John, these are day plus quarter. I mean, in terms of what the street was explain beyond bold case. So, there's nothing here that makes you any less. you're more bullish relative to the numbers.
So there you have it. Palanteer didn't just beat expectations, they obliterated them. And a top analyst is telling us this is unprecedented. The Messi of AI is delivering transformational growth, silencing the valuation naysayers and being led by a visionary CEO on par with the biggest names in tech.
If you were on the fence about Palanteer, what did you think of Dan Ies's incredibly bullish take? Let me know in the comments below. And if you found this breakdown valuable, smash that like button and subscribe for more realtime analysis of the companies shaping our future. Thanks for watching.
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