저자: TomNash · 외국인
요약 보기
러시아의 우크라이나 침공으로 지정학적 격변이 시작됐고, 이는 장기적으로 세계를 바꿀 것이라는 주장. 서방의 대응은 미온적이며 유럽은 러시아 가스 의존 탈피를 강요받는다. 사이버전 중심의 신냉전이 전개되며 사이버보안 수요가 급증한다. 팔란티어는 정부용 Gotham과 상업용 Foundry 수요가 함께 늘어 최대 수혜주이고, 알렉스 카프의 선견지명이 입증됐다. 단기 주가 방향은 예측하지 않으며 장기 투자자로서 매력적이라는 견해. 투자자문이 아니라고 명시.
다듬은 글
so what the hell just happened with palantir the stock started at negative eight finished the day at plus 13.4 what just happened why there's a good reason but in order for me to explain to you this reason in under five minutes i gotta explain the geopolitics of what just happened because what transpired in the last 24 to 48 hours is going to change the world in a serious way for the foreseeable future and i think palantir is going to be a part of that whether you like it or not now a lot of people talked about palantir about the intrinsic value about dcfs about a five dollar valuation and i've just sat and waited and what just happened in the last 24 to 48 hours is just proof that everything alex karp said even though he was uncoherent even though he was rambling on even though certain people had trouble understanding what his point everything he's been saying for the past year just came true while everybody else was busy laying on the beach drinking my ties alex proof alex proof alex carp was building a bunker and stocking it up with cans of beans food drinks oxygen supply pretty much building a fortress because he was telling you for the past year hey while you're all chilling on the beach let me just tell you the world isn't getting any more normal in fact it's getting worse by the day it's getting more chaotic by every day that goes by things are not getting any better they're getting worse and if you think kovit was bad you ain't seen nothing yet and as people were laughing about his doomsday predictions and as people were laughing as he was buying up gold and as they were laughing when he was saying hey we're only going to serve the west against the evil forces and as people criticizing him for limiting his own tam he was saying big event is coming and the west is going to go up against some evil forces and we're going to be on the right side of history we're not going to be working with any of these buffoons because we're going to serve the west and we're going to serve freedom and everybody was criticizing him for that oh this really weird mentality how dare he says these things he's just limiting his total dressable market blah blah blah blah blah blah five dollar fair market value what happened in the last 24 hours with russia and ukraine change the world in a really shitty way and it's going to take decades to revert back if ever and i'll explain russia has rolled back the time to pretty much what we saw as kids now i grew up in 1981 and i was a part of russia for a whole decade when it was still called the ussr what putin did in the last 48 hours and the reaction of the west basically solidified the fact that he's taking over ukraine nato and the western world are now looking from the sidelines letting ukraine burn and that is horrific and unfortunate and it's a betrayal by the west that left ukraine out to dry even though they gave them assurances in 1994 that they will protect them when they gave back their nukes to russia so the west basically let russia have ukraine these sanctions you're hearing on on tv it's a bunch of baloney blocking four banks yes nonsense so the west just gave up ukraine now put in taking ukraine and you're already holding belarus belarus is just part of russia make no mistake about it so putin now has his empire he has russia he has belarus he has ukraine and now he's signaled to all these former soviet union countries that are not part of nato yet kazakhstan all the other countries that are in their moldova uzbekistan i can name a lot of countries all these other countries that were flirting with nato he basically said hey if you flirt with nato look what i did to ukraine you're much less powerful than ukraine you don't want to f with me so he solidified his power and i think that it's a net loss for putin make no mistake about it his country will suffer from what he did on net everybody's going to suffer everybody just lost eu just lost because they're going to have an energy crisis commodities crisis ukraine just lost a western government and they lost their freedoms and they're now going to be part of russia indirectly directly it doesn't matter and russia lost because even though russia may find other buyers for the natural gas china they're going to have plenty of clients for the natural gas the eu has now realized that they have to get off of this addiction to russian gas and they have to diversify finally where they buy their gas so even though russia is getting clout over ukraine and even though russia is becoming more powerful in the sense that it actually has more resources from ukraine the influence and leverage it had over europe is gone because they just you know they show their cards and europe now knows they have to find gas energy elsewhere being dependent on russia is a no-go and already we're hearing these things out of germany about it german officials are saying hey we cannot be dependent on russia this just cannot be now what happens next is uncertain and nobody really knows but there's one thing we do know what happened next whatever happens is going to be chaotic it's going to be crazy and it's going to be unpredictable and the one company that thrives and all of these three elements is palantir now cyber security is going up through the roof today the crowd strikes the pilot sorry the crowd checks the 14x the palo alto networks are all going up because russia has the best hackers in the world and it seems like we're on the path to world war iii but not in the sense that you would think about it not on the battlefield not in foxholes not with missiles or or cruising missiles or tanks because there's certain balance of terror nobody wants to fight directly because everybody has nukes so this new cold war that it brewing up it seems like if it happens it happens electronically it happens over um you know the way we do business it happens in every country in a sense in a way that's no longer fighting over god forsaking pieces of land like they did in the 70s and the 80s like afghanistan vietnam this is old school cold war this new cold war that's brewing right now and with the taking of ukraine it seems to be the first step it's going to happen electronically and make no mistake about it russia is more than capable to hold its own in fact i would say that it is probably on par probably even better as far as their hacking abilities and what they can do the amount of damage they can do electronically to companies so a company that has been developing a platform which is foundry for the commercial sector and gotham for the governments is pretty much now the hottest commodity in the market everybody wants to work with them all of a sudden a whole new market a whole new tam total addressable market just opened up the palantir within this 24-48 hours every single government in the west including europe yes you remember a few days ago i said europe hates palantir well guess what now they know they need valentine because there's a bigger enemy now they've seen the bigger enemy they no longer will hate palantir all these european governments would need foundry they would need gotham and they would need palantir to protect them from the big bad wolf so the european hate to planeteer is gone with the way that russia is behaving and now palantir is basically sitting there with the cyber security company saying well this new world order that we're about to experience is going to make us the hottest commodity in the market every single western government is going to need us and the one person sitting there and saying i told you so is alex carp alex carp has been beating this drum for the past few years saying hey things are about to become more messy we're bulletproofing our company against it we don't have any debt we're stuck piling gold we're prepping for the black swan event and everybody was saying what the hell are you rambling on your einstein looking mother lover and now we're seeing he was right so do i think that planet is going to go up insanely in the next few days who knows maybe not maybe yes maybe it's going to fluctuate up and down go up go down nobody knows might be extremely volatile in the future but what you saw today was a sign was a precursor to what is coming in the next two or three years complete heat up of a new cold war electronically and a demand for gotham which is going to drive palantir into much more government tam which i didn't even think existed up until a few days ago because i thought the commercial side is going to be much bigger so now they just become a two-headed monster um what it does to the stock price in the short medium term i don't know i'm not going to speculate in that i don't trade so i couldn't care less but as a long-term investor buying valentine at these prices given what i just told you for me it's a no-brainer of course i'm not a financial advisor i'm not just saying this i'm not a financial advisor this is definitely not financial advice you do your own research i'm just sharing with you my opinion i think as a long-term investor with what just happened in russia and ukraine and what's about to happen investing in a company that has gotham for me it's a no-brainer they just increase their time exponentially so that's kind of my theory about what happened i know a lot of you will not agree with me some of you may some of them you know not but what those who criticize me don't understand is that i'm not promoting talent here i'm not on their payroll i'm not getting paid to do these videos from them i'm not trying to convince you to buy a palleter stock i'm just sitting out here shooting a video on my phone explaining to you how i feel about this company and what my theory is because it's fun for me to do it and certain people seem to like it i'm not advocating for or against palette that you got to decide for yourself i do just want to say thank you to all the people who supported me through this and god awful crisis in ukraine and russia because i do have family on the ground thank you all for the support i really appreciate it thank you for the warm wishes for the lovely stream we had this morning when you guys came in and made me feel much better i appreciate every single one of you i truly feel blessed that i have this community with me i'm not going to say that you're the best community on youtube because i know it to be true i don't need to say this love you all thank you so much hopefully we'll see you at a better day tomorrow
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