Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about stocks in the market and is up 450%+ over the last 12 months. In this video we do a deep drive on Palantir's business, and I talk about what I found.

00:00 Analyzing Palantir

06:01 Understanding Palantir's business

13:41 Competition and Risks

19:43 Operations and Valuation

21:59 Overall thoughts

Watch the Foundry demo from Citi Wealth Management from AIPCon: https://youtu.be/nQW4dPh1Vzs?si=Vole0vieibjAsp2r&t=5818

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.

00:00 Portfolio Performance for May 2025

04:56 What I bought and sold this month

07:18 Best and worst performers

09:42 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well.

00:00 Nvidia’s latest earnings and biggest risk

07:05 Nvidia’s NVLink announcement

08:56 Thoughts on Salesforce (CRM)

11:26 Thoughts on Broadcom (AVGO)

12:55 Thoughts on FICO

16:05 Why P/E and other valuation metrics don’t always work

23:04 Question what you know