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C (0:55)
Get more with Geico Palantir has been on a on a rampage over the last 18 months. Great earnings went up like $20 after that earnings report that it had. And you know, a lot of people have been asking about our thoughts on Palantir. It's 52 week high almost currently, you know, a company that went from $20 to $116 in one year. So how long can this can this last in this Palantir company that you missed the boat on or is it still some room?
D (1:34)
No, I think it's still room to grow. It's Black History Month so we gotta send some praise to Alex. Alex Corp. Yeah, like o CEO doesn't get enough credit probably because of the Nvidia boom and that's the only reason why I wasn't the biggest on it. But you can't argue with the production. We've talked about it a couple months ago. It's a few people in market Mondays at the Mastermind who showed me the portfolio when they got in on a price that I called but has a lot more room to run. I think the AI and defense space is a space that's going to grow over the next eight to ten years for sure. They are the leader as of now. I think when Anderil goes public eventually they will uproot Palantirs being number one. But for right now they are the king of the hill. You can't argue with the returns. Like you said, they went from 20 bucks and currently at 114. It's more room to go wait for a pullback if we get anywhere in the I don't know, let's say 104 range, sub 100 range. I love it. And if you go to iAnvest.com I'll give you the prices of where to invest in Palantir. Three different prices, but it's a solid company. They're here to stay. It's not a fly by night company at all.
E (2:51)
They're definitely here to stay. We, when we talked about defense, it's like a new genre, right? Yeah. And so we spoke about this when we came back from Davos, we told y'all the company, we sat inside of Palantir and we said, look, what they're about to do hasn't been done and maybe we should be worried. But they've, they're in a space where most people don't talk about. So, yeah, defense tech is, is a thing, but they have a software lead. Right. So like, I know you don't like talking about Salesforce, but when we talk about AI and software. Yeah, if you, even if you look how Salesforce has performed over the past year, it's nothing to be sneezed at. Palantir obviously has performed a lot better, but those two are leading in the AI software department. All right, so we, we talk about connectivity, we talk about power, we talk about energy, we talked about servers and cooling. But like the software space is a space too. That's why I call it an AI revolution, because inside it, there's going to be a lot of subcategories and sectors that are going to thrive. Right now Palantir has taken a lead in software. Salesforce is right in that mix and it's not going anywhere. Right. If we're talking about making sure that we're protected, as if AI is going to continue to be the story. The number one thing we talked about cyber security. This is part of it. The thing is, with bounce here is number one, and we spoke about this last week. I think you guys talked about on blackout is like government contracting.