Following a breakout year, this veteran analyst sees even more upside in 2025.
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00:00If I could tell everyone to invest in one stock, I think everyone knows what I would say.
00:04All right.
00:05I would say Palantir Technologies.
00:07The stock is up, what, 33% year-to-date, was up 340% last year with the market up, I think, 23%.
00:17I named it my stock of the year for 2024, and on December 31st, I repeated that call.
00:23I made up my stock of the year for 2025.
00:24It's the only time I had ever named the stock of the year two years in a row.
00:29And it's basically, they're not impacted by tariffs.
00:33They could be impacted by those, but they're not impacted by tariffs at all.
00:38The way that defense spending seems to be going, it seems to be maybe leaning away from the hardware so much and leaning into the software, the big data-driven AI-focused software, which is Palantir's bread and butter.
00:53It's not just the United States.
00:55It's also our NATO allies.
00:57It's also our Asian allies, and it's also corporate America.
01:02So I think Palantir, although it is, by historical standards, grossly overvalued, this is a company where I see sales growing exponentially over time.
01:11And I see them being able to grow into their earnings ratio.
01:16And I see them being able to grow into their earnings ratio.