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Kathy Wood had just bought palantir stock wow folks that was not a sentence I was thinking I was going to have to say here today folks but yes breaking news just one hour ago mitt actually posted this on Twitter breaking Kathy Wood has bought 4.3 million shares of palantir the fund completely liquidated their position of 37 million shares in February of 2022 now at this point in time okay and so I I want to share my perspectives on this okay A lot of people are looking at this as good news is this bad news what does this mean for palantir stock price what does this mean for the way palantir is being viewed now at this point in time right and um and all those sorts of things okay and so I want to just touch on all those different points here where palantir stock price is going to go now that Kathy Wood's buying in is she going to buy more but first off I mean it makes sense why palantir has really shown so much strength after even earnings came out because obviously you got the initial Big Pop you know profitability again profitability expect it from here on out go great news write stronger Revenue growth than expected so that initial plot made sense right but we've seen continued strength when you see continued strength that means obviously more and more money is kind of pouring in and obviously big money too I mean remember palantir is a 20 billion plus dollar market cap but now at this point in time okay and so to push that stock price up and continue to have momentum coming you need money to just continue to flood into this one okay now first thing let me discuss okay do I like that Kathy Wood is buying back in uh of palantir stock what does that mean to me okay the first thing is if you you had asked me would I rather have Kathy would be an investor of the stock or not an investor of this talk I would rather her be an investor of the stock than not be an investor of the stock okay the bottom line is when it comes to Kathy Wood having her on your team is a good thing okay and I understand how bad her performance was in 2022 and how much other stocks went down and those sorts of things but you've got to understand that was a very freakish Market you got to understand the market we are in 2021 the ultimate hype cycle the ultimate you know growth to the moon and we know what that market was okay and so it said Kathy Wood up where all his money was inflowing to her like crazy in 2021 and she was buying into her stocks that were at ridiculous valuations right and then there was the crash of that the come down and it was a two-year come down to that now at this point in time almost all of Kathy woodstocks have already bought them or they're in a bottoming out process so if in my opinion I think momentum will actually pour into Kathy Wood in her stocks and her fund over this next I would say probably the next next 24 to 36 months in my personal opinion okay and I think Kathy Wood's going to get hot again and I think a lot of momentum is going to continue to no when she sold out of the stock up to be honest never made sense to me why she would sell palette to your stone if she was worried about profitability she could be also worried about profitability with all her other stocks out there okay and palantir has always been much closer to profitability than a lot of our stocks are and she's supposed to be always somebody that's forward-looking Innovation right Innovation innovation of innovation for her to have sold that stock made zero sense like palantirs the the in my opinion one of the most phenomenal companies in the world if you want to bet on Innovation if you want to bet on AI you bet on a stock like palantir it's a company at the cross sections of data and artificial intelligence in working with governments in commercial customers and so for for her to sell that stock it never made sense it never made sense to me and her buying back in makes perfect sense if she wants to be seen as the person that's Innovation if she wants to be the one that's seen as the the companies on the Forefront of technology and all these incredible things you better be in a stock like palantir otherwise you're just missing an incredible opportunity here like what are we doing like like you know palantir you do any study in this company you know they got a best of breed product you know this is this is the one right and if you want to be in the type of stock that has that sort of Tesla opportunity it's a palantir not many stocks have that sort of opportunity right palantir is one of those few no something that's not going to be talked about nearly as much that I think needs to be discussed in regards to Kathy Wood buying back into palantir a few friends one is I wouldn't be surprised if she continues to buy a lot more shares you might see oh she bought four four million shares here so far great that's a phenomenal start I wouldn't be surprised at all folks if she doesn't buy tens of millions of shares over the next few months I don't think she's just gonna buy this and it's a one and done 4.3 million shares and I'm good I I can see a scenario where she'll buy tens of millions of shares over the coming months and over the coming quarters and I don't know if there's going to be a time period when she's done buying it especially the fact that now they're to profitability right and she understands this kind of exponential ramp that happens with companies and when you you have a company that flips from losing a bunch of money to then oh Break Even to then oh profitability to then that that massive expansion like we should see in palantir over this next 24 to 36 months in their profitability that's when you get obviously stock prices to go on those hundreds of percent runs okay the second component that I don't think is going to be talked about enough and this is very important okay very important to have Kathy Wood as a friend in this situation Kathy Wood is always talked about even in 2022 when she wasn't hot anymore she's still a subject to conversation she's still going on CNBC she's still people still does discuss her and debate her and she's bad she's good she's you know doesn't know anything she's a genius all these different perspectives okay the fact is Kathy Wood makes headlines and so when it comes to somebody that Kathy Wood right now she's going to go on CNBC she's going to go on all the other Financial networks over the next year or two and if she becomes a major investor in palantir guess what you got Kathy Wood and you got palantir both or or subjects that people like to talk about okay and are of Highly debated haters love to talk about them lovers love to talk about them okay and so when you put those two forces together it's going to bring a lot more tension and at the end of the day the palantir story needs to get out there on a couple fronts one is you can look at it from the stock price Kathy Wood talking about it more especially if she continues to do good it'll bring more fun managed to look at it maybe a Ron Baron looks at it very in depth right maybe other investors look at this more seriously and consider an investment in palantir which is obviously phenomenal for the stock price but also remember who watches all these channels the cnbc's the bloombergs all these different places you know Yahoo finance whatever uh Kathy Wood goes on well guess what a ton of iron net worth individuals do that's attractive but also Executives of companies also love to watch these networks okay and so when you're talking about that you're talking about more and more folks speaking about hey what's this company palantiraptor looking into it which I think is important because we understand palantir has got a best of breed product for palantir it's just about like like the name getting out there more more and more folks looking into the company looking into the product what are they up to here like what are they doing what makes their product differentiated how can it help my business right how can I help my Fortune 500 company how can I help my company grow to the next level and have my business make better decisions make more intelligence decisions okay and so I can tell you having somebody Kathy Wood as a friend rather than a foe is a good thing I still remember Kathy Wood in in 2017 2018 2019 before Tesla was an obvious success going on CNBC and arguing against the Bears and making great points around Tesla and how Tesla was going to become this sort of company and that sort of company when a lot of people weren't taking Tesla serious and I'm just telling you like having her as a friend rather than a foe is a good thing overall and so in my opinion I love this I think palantir is going to have incredible amounts of money coming to the stock regardless over the next one to two years but having her as a friend in this situation in my opinion I'd rather have that than have her not own it okay if net net is a positive the whole oh maybe she's bad luck I don't believe in that crap at all okay if you say look what happened with Tesla look at how much she gained there okay it was a freakish situation that happened over a two-year span we went through uh let's call Tech bubble 2.0 it happened and obviously she got hit very harder than that as anybody that was investing growth stocks did get hit very hard in that okay I appreciate you joining me as always love to hear your guys opinions and perspectives in the comments section if you're looking to follow me on any of my other social medias Twitter or Instagram check out the description area down there that will be to join me on there if you ever want to say hello hello to me on Instagram say hello that's linked below in the description area much love as always and have a great day
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