00:00:00
so Den IES who in my view is one of the
00:00:02
best analysts in the business and many
00:00:04
others agree just dropped a massive
00:00:06
bombshell about pent here and it's not
00:00:09
the first time he has done so and just
00:00:11
you know that every single time he has
00:00:14
done it before he was not only early he
00:00:17
was also very correct so you better
00:00:19
listen to what this man has to say he's
00:00:21
one of the best analysts in the business
00:00:23
for a reason if this was easy anybody
00:00:25
could have done it now in these videos
00:00:28
if you're new here I'm just going to let
00:00:29
you know how things work I don't hold
00:00:30
the audience hostage so I'm going to
00:00:32
give away that massive bombshell right
00:00:34
away I'm going to give away the bottom
00:00:35
line right away if you got to go you got
00:00:37
to go I'm not going to be mad if you
00:00:39
don't watch the full video but trust me
00:00:41
you want to watch the full video and
00:00:43
I'll explain a second why now look the
00:00:45
bottom line is quite simple don't click
00:00:46
nothing don't smash nothing don't buy
00:00:48
nothing just listen Dan Ives and W bush
00:00:51
just rais their price Target to $75 per
00:00:54
share that is a 15% upside from the
00:00:57
current price now I'm just going to let
00:00:58
you know that with these sort of price
00:01:00
Targets this is not his fiveyear
00:01:03
prediction for the stock that is what
00:01:05
the current value of the stock in his
00:01:07
eyes is the short-term price of P here
00:01:09
the current price of paler according to
00:01:11
the knives is $75 per share that is the
00:01:14
fair price right now today 15% upside it
00:01:17
has nothing to do with his long-term
00:01:19
vision and the reason I feel so
00:01:21
comfortable telling you that because I
00:01:23
actually spoke to him about all of this
00:01:26
about 5 days ago I sat down with an eyes
00:01:29
one on one for a whole hour talking
00:01:31
about pener his logic his rationale his
00:01:33
long-term View and he has dropped a lot
00:01:36
of Truth bombs on this podcast which is
00:01:38
going to be linked to this video in the
00:01:40
description in full and before you go
00:01:42
ahead and watch that video in full hang
00:01:43
on a second you definitely want to watch
00:01:45
this one first and I'll tell you why
00:01:46
number one I'm going to condense
00:01:49
everything important he said about paler
00:01:51
in that one hour conversation in about
00:01:53
five minutes so you want to get the tldr
00:01:56
first before you go ahead and watch the
00:01:57
full thing number two in podcast within
00:02:01
that one hour he actually revealed
00:02:03
something that he almost never talks
00:02:04
about his top five stocks to buy right
00:02:07
now and this list is going to blow your
00:02:09
mind you don't want to miss this because
00:02:11
I'm going to let you know in this video
00:02:12
exactly what these five stocks are and
00:02:14
his logic as well on top of it I will
00:02:16
also share with you my analysis my
00:02:19
review of everything he said about paler
00:02:21
the logic behind that $75 price Target
00:02:24
we're going to do a reverse DCF to see
00:02:27
what this $75 price Target means to
00:02:29
today as far as the assumptions about
00:02:31
the company and we're going to talk
00:02:33
about some new information that just
00:02:35
came out about paler that makes this
00:02:37
price Target seem much more comfortable
00:02:39
than it was just a few days ago a lot of
00:02:41
things are happening very very quickly
00:02:43
you don't want to miss out so I suggest
00:02:46
you watch this video in full then go
00:02:48
ahead and watch the full D eyes
00:02:49
interview but first I will show you the
00:02:51
highlights from this interview as I
00:02:53
always do the main things is said about
00:02:55
P the most important stuff I'm going to
00:02:57
play you a short few minute clip of then
00:02:59
I talking not myself so you get that
00:03:01
first out of the way and then we'll go
00:03:03
through my analysis what I think about
00:03:05
what he said my plan for the stock a
00:03:07
reverse DCF my fiveyear price target for
00:03:10
paler as well we're going to have a lot
00:03:12
of value for paler investors in this
00:03:14
video lots and lots to talk about but
00:03:15
let's watch the clip first let's hit it
00:03:17
it has been
00:03:20
unpaler one of the most probably like in
00:03:23
25
00:03:24
years and hundreds of names I've covered
00:03:28
from Apple early days Tesa on there this
00:03:30
has been like one of the more rewarding
00:03:32
ones the reason is is that there was
00:03:36
such a
00:03:37
disconnect between the
00:03:40
technology and what customers were
00:03:42
saying and the stock I've actually it's
00:03:45
like I've almost never seen that big of
00:03:48
a disconnect like in my career and it's
00:03:53
it's been just phenomenal just to see
00:03:56
their execution you know from you know
00:03:59
from
00:04:00
what we've seen over the especially over
00:04:02
the last year and a half karp you I
00:04:04
think more and more recognizing really
00:04:06
the genius that he
00:04:08
is and but but but we're not done like
00:04:12
in other words like it's 1 p.m. in AI
00:04:16
party that goes to 4:00 a.m. so it's not
00:04:19
3 it's 10 p.m. so I view it as like this
00:04:22
is just the first
00:04:24
step to to where this is going all the
00:04:28
customers we talk to all all the
00:04:30
partners we talked to what surprised
00:04:32
me in a good
00:04:35
way was just how
00:04:38
quickly we saw deals come out of boot
00:04:43
camps what types of deals the partner
00:04:47
Community really just
00:04:50
recognizing what a rare mouse trap that
00:04:54
they've
00:04:55
built and a lot of it buil on the
00:04:57
government side but now in the
00:04:58
Enterprise
00:05:00
and that's why in the Enterprise World
00:05:02
pal Ander always kind of like and carp
00:05:04
always talks about was outside looking
00:05:07
in institutionally or anals Community
00:05:10
was like Negative they always kind of
00:05:11
put in a certain box this has been like
00:05:14
a huge Prov me moment but ironically
00:05:17
like if you go back like in history like
00:05:20
Oracle like if you go back to like
00:05:22
Ellison the early days Oracle really
00:05:25
government really was a huge part of how
00:05:28
they started and then moving Enterprise
00:05:30
there's a lot of parts of Microsoft
00:05:33
same like the point is I could show many
00:05:37
businesses that really started off a
00:05:39
certain way and morphed into something
00:05:42
much much bigger to me paler is like
00:05:44
we've only just touch the
00:05:46
surface relative to what's going to be a
00:05:50
few trillion that's spent in Ai and they
00:05:54
look I think they stand to benefit not
00:05:57
just on AIP and what I almost view as
00:05:59
like another company being built that's
00:06:02
really the way I view it it's like it's
00:06:03
like a whole another company being built
00:06:05
when it comes to AIP and Enterprise and
00:06:06
the margin profile but now on the
00:06:09
government side they're going to be
00:06:11
queer beneficiaries under a trump
00:06:14
Administration there going to be a huge
00:06:16
focus in a lot of AI initiatives Within
00:06:18
These federal agencies within DOD
00:06:20
three-letter agencies Black Ops
00:06:23
everything else palente is going to be a
00:06:25
huge benefit when it comes to that piece
00:06:28
too on the government side
00:06:30
it's not like this is like oh it's done
00:06:32
it's a bubble no this this is just what
00:06:35
I kind of view as like we're we're 15%
00:06:40
through where I see the story going when
00:06:44
you look at the opportunity said here
00:06:47
we're we're talking of fourth Industrial
00:06:49
Revolution like we're talking a once in
00:06:53
a 40e t i mean this is essentially it's
00:06:56
like it's building out Dubai
00:07:00
it's building out
00:07:02
Vegas that's essentially what's
00:07:04
happening right now from like an
00:07:07
infrastructure perspective we're still
00:07:10
in the early days of this buildout but
00:07:13
it's still why we're so bullish on
00:07:16
hyperscalers Nvidia when I of course
00:07:19
paler you know being really front and
00:07:21
center service now Salesforce or like my
00:07:26
view is like the software piece is
00:07:27
actually going to be in the next letter
00:07:30
con's going to be out at the
00:07:31
FTC and and that's going to be huge for
00:07:34
deal making big Tech Trump in L
00:07:40
far man it's a pretty to we're going
00:07:44
into what I view is more of like a
00:07:46
1982 to 1986
00:07:49
period you call it the 80s like Wall
00:07:52
Street the you know bosi m& like I'm
00:07:57
just saying like that to me especially
00:07:59
on the D regulation side and especially
00:08:01
because what where we have on AI and
00:08:04
Innovation and what we see AIP and we
00:08:07
see the use case and we see the boot
00:08:09
camps and we see the Partnerships
00:08:11
Microsoft Oracle I think many others to
00:08:13
come so the point is is that as this all
00:08:16
plays out it is a it's going to be a
00:08:19
golden error for AI big three Nvidia
00:08:23
paler Tesla would you agree and what
00:08:25
companies would you add to that I add
00:08:27
that to Apple and Microsoft that's the
00:08:29
mount
00:08:29
Rushmore so for you that's Nvidia paler
00:08:32
Tesla Apple Microsoft Mount Rushmore and
00:08:34
then look it it keeps coming like
00:08:36
consumer AI goes through
00:08:39
certina Enterprise AI starts a Godfather
00:08:42
of Agents Nvidia and then it's the
00:08:44
hypers scale players you know in terms
00:08:46
of obviously how Microsoft's going to
00:08:48
benefit and then I look from a use case
00:08:50
perspective I mean
00:08:53
paler is front and center in this AI
00:08:57
Revolution then I view Tesla as the
00:08:58
autonomous way to play it which does
00:09:00
even include xai and everything else so
00:09:03
you just heard Dan I himself talk about
00:09:04
piler and I think he did a masterful Job
00:09:07
the full video is going to be linked
00:09:08
Below in this description go ahead and
00:09:10
watch it right after this video but the
00:09:12
one thing you may have noticed and if
00:09:14
you're not I want you to pay attention
00:09:15
is that Dan IES talks about the
00:09:17
long-term potential of penter and he
00:09:19
doesn't focus on the current $75 price
00:09:22
Target as I've said in the beginning of
00:09:23
this video that $75 price Target is
00:09:26
today today's price is 15% undervalued
00:09:29
compare to what the company is really
00:09:31
worth so he's not saying p is going to
00:09:33
be worth $75 in 5 years in fact he says
00:09:36
the opposite he says look folks this is
00:09:38
10 p.m. in the 400 a.m. party there's
00:09:41
still a long ways to go in fact at the
00:09:43
end of the clip he says that Palante is
00:09:45
about 15% all the way through to its Max
00:09:48
potential so there's 85% more to go in
00:09:51
this paler Journey according to the eyes
00:09:54
he also talks about the massive
00:09:55
disconnect we have seen throughout the
00:09:56
years between the quality of the
00:09:58
business of volunteers and the way the
00:10:00
business has been growing and exploding
00:10:02
and the share price and he basically
00:10:03
says look it's still there maybe not as
00:10:06
egregious as it was in 2022 but still
00:10:09
I'm looking at the next Microsoft and it
00:10:12
is not priced as the next Microsoft it's
00:10:14
priced at a premium sure but not as the
00:10:16
next Microsoft selling at a fraction of
00:10:18
what it cost if you think that this
00:10:20
stock is 15% all the way through to its
00:10:22
Max potential you definitely are okay
00:10:24
with that $75 price Target today he also
00:10:26
talked about the fact that the it's just
00:10:28
not done yet this is is not the end of
00:10:30
penter and it's never too late to invest
00:10:32
in a good company you never want to say
00:10:34
well this company is overhyped I don't
00:10:35
want to invest if this is the next
00:10:38
generational Game Changer it's not about
00:10:40
the current price action of the stock
00:10:42
don't be shortsighted then Ives
00:10:44
basically says the same thing he says
00:10:45
look the customers of paler are raving
00:10:47
about this the deal flow is getting
00:10:49
bigger and bigger at alarming rates it's
00:10:51
oversubscribed and also don't sleep on
00:10:53
the government business he basically
00:10:55
says look folks we're all focused on the
00:10:56
commercial business but the government
00:10:58
business over the next 10 years is going
00:10:59
to be massive look at how much data Ai
00:11:02
and investment is coming from the
00:11:03
government side and pte is going to get
00:11:05
the big chunk of it and you know what
00:11:07
absolutely love how he put it he said
00:11:08
look folks a lot of experts will tell
00:11:10
you that penter is expensive and in the
00:11:12
short term it might be but guess what we
00:11:14
haven't even scratch the surface of this
00:11:16
company we as a society are on the brink
00:11:19
of the fourth Industrial Revolution and
00:11:22
there's just a slight amount of
00:11:24
companies that going to carry that load
00:11:26
the list is very very small you have
00:11:28
Nvidia on the one hand you have a few
00:11:30
other companies but mainly we have paler
00:11:32
on the software side now is paler
00:11:35
currently priced at the same levels of
00:11:37
Nvidia is the entire world guesss that
00:11:39
paler is the next Microsoft no it's
00:11:42
definitely expensive but it hasn't had
00:11:45
the same Journey the same exponential
00:11:47
growth that we've seen from Nvidia
00:11:49
because Nvidia has already gone through
00:11:50
that change now penter as a business is
00:11:53
ramping up it's getting ready the spring
00:11:54
is getting loaded but as always most
00:11:57
people won't see it and until it happens
00:11:59
now Dan I gets it and it gets it ahead
00:12:01
of time I get it a few others in the
00:12:04
community we get it but the main brand
00:12:06
the market is going to miss out on this
00:12:07
that's just the way things work but
00:12:09
again you're watching this channel so
00:12:11
you're getting to see this in advance
00:12:12
that's the same things I told you when
00:12:14
the stock was at $7 the same things I've
00:12:16
told you a week ago and the same things
00:12:19
will be true in five years paler is the
00:12:22
generational Game Changer talking about
00:12:25
PE ratios and entry points it's a silly
00:12:28
game when you're looking at the next
00:12:31
Microsoft and the making at a fraction
00:12:33
of the cost it will be in 5 years now
00:12:35
look I get it penter up 270% since
00:12:38
January of 2024 I get it it is up 44% in
00:12:42
the last 30 days I get it believe me
00:12:44
short-term it probably is due for a
00:12:47
correction who knows I don't know but
00:12:49
there's no way for me to guess
00:12:50
short-term price fluctuations of the
00:12:52
market of individual stocks and
00:12:54
definitely not of a stock like paler I
00:12:57
just don't know and I not going to
00:12:59
engage in gambling trying to guess the
00:13:02
top of a certain stock especially not a
00:13:04
stock like paler now their stock as well
00:13:07
as Tesla as well as all of the other
00:13:08
stocks that you have seen do well over
00:13:10
the past five years they've all done one
00:13:13
thing really really good which is punish
00:13:15
the people who have tried to guess the
00:13:16
top and the bottom and reward patient
00:13:19
long-term investors and that is why I'm
00:13:21
going to leave the gambling to so-called
00:13:23
gambling experts and short-term Traders
00:13:25
which I don't engage in all I know is I
00:13:28
look at the stock and look at the past 3
00:13:29
years and I'm saying look folks free
00:13:31
cash flow is up almost 400% net income
00:13:34
is up 200% debt has decreased by 3%
00:13:37
sitting on5 billion of cash almost with
00:13:40
no debt and if we look at the scorecard
00:13:42
of paler on stock mvp.com we actually
00:13:45
just got a score update this company
00:13:48
paler just went from 85 to 90 on our
00:13:51
scorecard this is one of the best rated
00:13:54
stocks we have on this platform 90 is
00:13:57
incredible the reason is that
00:13:59
institutional shareholding of penter
00:14:01
over the past few years went from 30% to
00:14:03
50% institutional shareholders are
00:14:06
quietly acquiring this stock while you
00:14:08
are being told by mainstream media that
00:14:10
the forp is just too high institutional
00:14:12
shareholders are getting all this
00:14:14
information about this company quietly
00:14:16
trying to accumulate as much as they can
00:14:18
before the explosion while you are being
00:14:19
fed the shortterm mindset and that's why
00:14:22
in the stock market it's the same game
00:14:23
all the time institutional investors
00:14:25
making money ret investors getting
00:14:27
screwed because they're being pushed
00:14:29
into the shortterm mindset look
00:14:31
according to our reverse DCF on stock
00:14:33
MVP the current 75 price Target but then
00:14:36
I reflects about 75% growth rate I know
00:14:39
it's huge I know it's massive but you
00:14:41
have to understand it's not going to
00:14:43
happen in a linear fashion at some point
00:14:45
this pipeline of all these massive deals
00:14:47
that are basically being currently
00:14:49
generated behind the scenes slowly it's
00:14:51
going to explode like that and by that
00:14:52
point that 75% growth rate is going to
00:14:54
look like a joke because they're going
00:14:55
to have an Nvidia moment at some point
00:14:57
over the next 5 years if you can't see
00:14:59
don't invest but if you can stay with me
00:15:01
for a second according to our 5year
00:15:03
price Target on stock MVP we have $312
00:15:07
on the bare case 544 on the midc case
00:15:11
and
00:15:12
$776 in the bull case for the next five
00:15:14
years at these price levels do you
00:15:16
really care if you're buying the stock
00:15:18
at 75 65 55 or 85 obviously not and that
00:15:22
is why our Academy members have made a
00:15:24
lot of money on the stock and others
00:15:26
because they've acquired the skills
00:15:27
they've built the habits and they've
00:15:29
joined a community of likeminded folks
00:15:32
that are doing this every single day
00:15:33
analyzing good companies so we can
00:15:35
invest better learning how to save more
00:15:38
money and gaining long-term mindsets and
00:15:41
long-term Horizons that is it join the
00:15:43
academy patreon.com forom Nash believe
00:15:46
me this is going to change the way you
00:15:48
think about the stock market about
00:15:49
stocks try it for 30 days money back
00:15:51
guarantee if you don't like it for any
00:15:53
reason no questions asked I'll see you
00:15:55
there
00:15:57
peace e
