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hey everyone welcome back so about a week ago kathy woods stole some palantir stock and the news came out like kathy wood is literally getting out of palantir she's breaking up with palantir and she's no longer bullish on the company it's crazy the news article that i read is basically saying that gatherwood is getting out of palantir that's it's doomed the stock is going to go down the company is no longer good it's just funny to read articles like that so in this video i'm going to break it down the real reason why cathy wood has sold palette here and i feel that kathy wood is even more bullish now than ever so stay tuned if you get anything out of the video only after watching the video of course if you get anything out of the video then give me a thumbs up share subscribe and like this video so this video can go out to more palantir lovers without any delay i'm gonna share my screen and i will go over some news articles i will show you some stats and then i will show you a mind-boggling graph that will show you how cathy would or how bullish kathy bird is on palantir here's my screen okay so these are the news articles that came out cathy was selling 18.7 million of palantir and why cathy wood has valentine falling five percent and also cathy wood loads up further on netflix coin based trims palantir i mean there are endless news articles and if you read them they basically say that you know what kathy wood is trimming her positions in in palantir she is no longer bullish the company may be not performing that well and less endless stories but here's the real reason kathy wood owns and operates etf each stock makes up a percentage of that etf for example in one of our portfolio tesla holds almost 10 percent any time tesla goes over a certain price she sells tesla to rebalances her etf same thing with palantir and i'll show you the graph that's going to show you exactly what's happening here so anytime talenteer goes up in price to a certain point she has to trim that to basically balance her etf and then when the price goes down she buys it again so there are two etfs that is being maintained by arcane bus right now which is rk and rw that holds palantir and all i did was i only pulled the dates for may and june to kind of show you what's happening here so if you notice here on may 19th may 17th may 14th and may 12th arc invest rk bought these many palantir shares and then over here these are all they all belong to rk now rk in total holds about right here i'm going to show on your screen about 22 million shares of talent here right now even after selling that it holds almost 22 million shares of palantir now that's one etf now our second etf which is rw you see here on june 28 and june 30th they sold about 700 or 710 000 one time and 21 000 other time so this is what they sold on january 28th and 30th but before that they bought right here 294 000 one time and 667 000 the other time so they bought all the share and if you calculate that they actually sold less than they bought in just a month ago okay now rw currently holds about 4.7 million valentine's shares in that portfolio in that etf and the reason why is because it's only 1.89 percent and that is why when the arc or when the palantir price went up they had to trim down the position to bring it down now i'm going to show you a spreadsheet that basically shows all the stocks that were bought so this is what rk bought right here actually i'm going to draw a little uh graph here so this is what rk bought right here so 66 000 one time over here that you see seven hundred thirty seven thousand one times seventy one thousand one time and then two hundred six thousand the other time oh sorry two two million the other time and then over here on may 10th and eleventh they bought these two again in arc w which is a separate etf and then back in june 28th and the 30th they sold this money so they bought 3.9 million shares just in the month of may and june and they sold 732 000 on combining these two dates so you see they bought 3.9 million but they only sold 732 000 so there's a big difference they are still very bullish in the company now let's take a look at this this particular graph which is mind-blowing and i'm going to now go inside my computer and i will show you in real time here it is okay so as you can see here that this is the graph that basically shows right here combined holding of palantir technologies updated daily so this graph shows exactly when valentine was bought by arc invest or kathy wood and what date so as you can see when palantir first ipod art invest started buying it on october which is right here the date uh october 15 2020.
they bought 20 000 share and they slowly started buying it when the price went up they upped a little bit but they did not go crazy in buying and when the price was really really high they were just buying consistently slowly throughout that time in 2021 in january they bought the price was really high we know it touched almost like 40 dollars 42 dollars at one point and then when the price started to come down look what happened right here when this when the price started to come down they increased their buying and then they bought heavily this was the inflection point where in march when the price came down and their buying went up they went crazy and look when the price was down in may may 13th right here price was 18.37 on that day their total holding of valentine's share went up to 26 million that's crazy and that they continue buying continue buying and then over here they sold some right here if you see here they sold in in june on june 14th then again they continued buying and then right here on the 29th they sold those shares that we see in the news again the price went up see so over here from at that point 1837 they bought this big purchase and when the price went up to almost 26 dollars they trimmed their position they have to because they're maintaining an etf this graph tells you exactly how bullish kathy wood is on patenteer now let's look at this so this is a total graph of trades of palantir made in all the funds if you see here i just want you to pay attention to the cell column here june 30th and 28th cell cell right here then after that just keep paying attention to the pages as i go through them bye bye bye bye bye throughout i go all the way back to october 15 they're buying continuously and then now most recently in the first page you see the sell because the price went up they will continue doing that anytime and kathy wood does that for tesla too even though we know how bullish kathy is on tesla she will always go and sell tesla when tesla hits a certain price level so i feel that the news that you see right now is is completely fun no truth to it palantir has not changed cathy but has not changed her emotions or you call it her conviction on talent here has not changed and she is equally bullish on the stock that she was back in october then she is right now watch when palantir comes down a little bit more she will continue buying as you can see on the graph when the palantir touches this level again if it touches the 20 level again you will see her come in and buy million more shares she's probably buying it today we don't know we'll find out at the end of the day but what i'm saying is that cathy wood is still very very bullish now let's look at the stock for a second so as you can see over here that stock price at one time is absolutely was was rocking like almost 45 and then now it's at like 23 and of course when i'm recording it's probably falling more because market is really really down right now but look all the analysts here all the analysts are still bullish they're calling it for whole they're not saying get out of it and i feel that we are going to see that support of about 20 in this talk very strong support at this level if it goes to 17 i'm loading up i'm loading up because i know this stock has a long way to go and of course short term no long term yes so i'm really really bullish on the stock of course as you can tell i'm really bullish on the company and i feel anybody who's out there anybody who says that you know what is just a reddit stock is just a pump up stock i want you to go please do research and see what all they are doing they are not only in one industry they are solving problems in multiple industries and that is what makes me excited and bullish on this company i hope i was able to provide you some value if you get anything out of it do me a favor and hit that share subscribe and like button love you all thank you so much for watching until next time you all have a wonderful day
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