What was said about Palantir Technologies

Nash believes Palantir's rapid growth, expanding profitability and strong balance sheet support substantial long-term share-price appreciation. He separates that conviction from the immediate earnings reaction, which he believes depends on exceptionally strong results.

The host argues that Palantir itself again offers an attractive investment setup after earnings growth and a stagnant share price compressed its valuation. He views its software positioning and growth as support for a favorable long-term investment outlook.

Nash identifies Palantir as his top investment pick because strong business growth has coincided with a nearly flat stock price over the preceding year. He argues that growth-adjusted valuation makes the shares cheap.

Tom Nash argues Palantir's latest earnings (93% revenue growth, expanding commercial and government deals, rule of 40 at 155) show the company's true potential is even bigger than his long-standing $1 trillion market cap thesis. He believes the stock, despite a 'expensive' valuation on trading and forward PE, remains undervalued relative to its growth trajectory and that hitting $1 trillion is actually a conservative outcome if growth doesn't decelerate.

Tom Nash believes Palantir is priced for perfection but may deserve it given its exceptional financial profile, including 145 Rule of 40, 150% net retention, zero debt, and $8 billion cash. He sees its government contracts and institutional integration as a nearly unbreakable moat.

Nash identifies Palantir as his highest-conviction stock and places it in the AI orchestration layer that connects technology to business value. He rejects the idea that chatbots will undermine its business and emphasizes its growth metrics.

Palantir is Nash's most enthusiastic pick, which he describes as the operating system for AI software infrastructure. He considers its current valuation deeply discounted relative to its growth and competitive position.

Nash considers Palantir a substantial bargain after its reported 53% drawdown because he believes revenue, profitability, cash generation, and customer adoption continue to improve. He expects strong fundamentals eventually to support the share price and expresses conviction through increased buying below $165.

The host calls Palantir's decline a bargain because revenue, cash flow, operating income, and margins are improving sharply. He includes it among seven companies he expects to perform exceptionally well as AI adoption expands.

The host considers Palantir a dominant platform for implementing enterprise AI and argues that rapid business growth has outpaced its stock performance. He assigns it a $500 valuation and ranks it alongside Tesla as his highest-upside holding.

Tom Nash argues that Palantir's recent 26% decline over 6 months is a buying opportunity driven by market sentiment and Michael Burry's bearish thesis, not fundamental deterioration. He presents extensive financial data showing 56% revenue growth, 191% operating margin growth, $2B free cash flow, and a 98/100 scorecard rating on his platform.

Nash sees Palantir as an ideal beneficiary of geopolitical crises due to its combined tech-growth and government/defense exposure, and plans to use the current war-driven dip to keep buying it. He cites his track record buying from $6/share and the stock's prior spike during this war as validation.

The host reiterates a pre-war call that Palantir would spike and stay elevated through and after the Iran conflict due to government contracts and commercial tech exposure, and separately projects it reaching a trillion-dollar valuation within a decade as AI adoption continues.

The host attributes Palantir's recent ~9-16% decline to pre-earnings jitters and profit-taking after a massive multi-year run-up, not to any deterioration in the business, noting new contract wins during the same period. He frames the dip as a buying opportunity for investors who still view Palantir as a long-term compounder.

Palantir is one of Tom Nash's top three holdings, and he plans to continue dollar-cost averaging into it throughout 2026 regardless of market direction, doubling his buying pace if it drops below a certain threshold.

The host calls Palantir the 'operating system of AI,' arguing it turns AI model outputs into real-time, compliant, scalable business decisions, and names it his #1 pick among his 15 buy-and-hold AI stocks.

The host briefly references a $200 Palantir price target while discussing technical breakout targets. He provides little standalone fundamental analysis or timing for this target.

Kevin discusses Palantir being blamed for a deadly targeting error in Iran involving its Maven software, calling the incident a tragedy while separately noting the stock still has valuation-based upside due to strong growth expectations. He expresses discomfort mixing the human tragedy with stock analysis and is uncertain whether he will keep holding shares.

Kevin pushes back on Karp's doom-and-gloom framing about AI companies needing nationalization, calling it marketing hype to sell Palantir's platform, but he still believes Palantir itself is fundamentally strong and undervalued based on its growth, cash flow, and pricing power. He argues the stock could be worth around $250 using a more reasonable PEG ratio, and says he continues to buy shares at current levels.

Kevin favors buying the dip on Palantir after it approached a key support level, viewing it as a better opportunity than hardware stocks amid a sector rotation into software. He frames this as a tactical, momentum-driven call rather than a long-term price target.

Kevin owns Palantir, bought around $118, and believes it remains undervalued using a PEG-based model that yields a ~$222 fair value, though he thinks even that figure understates true upside by 20-30%.

Kevin sees Palantir as a standout example of a company that has successfully turned AI into monetizable pricing power, unlike the commoditized data center infrastructure plays.

Exceptional growth, margins and a debt-free balance sheet support the quality of the business. Nevertheless, the host expects slowing revenue and customer growth to cap the shares within approximately $125–$200 for several years, while retaining a residual holding.

Palantir is a respectable current buy after its valuation declined while results exceeded the host's expectations. He assigns it a seven, while acknowledging the opportunity is less compelling than his historical entry.

The host has already sold most of his Palantir position because he expects inadequate future returns at its valuation. He still endorses holding 1,000 shares for the very long term to retain exposure to unexpectedly strong outcomes.

The host warns Palantir could decline around its upcoming earnings if the prevailing negative sentiment persists. He immediately qualifies that view by noting sentiment could change.