what if the market selloff is creating the perfect storm for Palanteer's third growth engine while investors are focusing on the recession fears Palanteer is executing a dual market strategy with NATO's lightning fast adoption of their military AI system on one side and City Bank's tenfold transaction volume increase on the other felix here and what I've just shared with you isn't speculation it's actually happening right now now for those of you short on time or just with a lot of Tik Tok damage here is the essence palanteer is executing a two-pronged strategy that positions them for explosive growth regardless of economic conditions with both stability and velocity i look I've spent years investing and finding rare opportunities and I can tell you that what we're looking at here with Palanteer is genuinely rare they're simultaneously penetrating both government and commercial markets with a product offering that has no true equivalent competitor and you might be thinking Felix isn't just another isn't this just another tech stock in this AI wave and that's precisely the misconception creating the opportunity so in the next couple of minutes I'm going to walk you through exactly why Palunteer deserves serious consideration in your portfolio right now the valuation metrics might seem a little stretched true but I'll show you why conventional analysis is missing here some key critical growth engines and I'll also share with you exactly the entry point that I'm looking at the warning signs and how to spot good stocks in bare markets there is a very simple rule for that i want to teach you that as well that'll apply to everything not just Palanteer here because really the mission of this entire channel isn't to help you find the one glorious gem it's to actually give you education that's my mission i want to make a million people financially free and to that end I'm going to run a live webinar on Saturday 11:00 a.m new York time where I will actually teach you if you're an investor how do you find great stocks for the long run how do you know when you actually want to buy them how do you know when you should sell them and there's some really simple rules out there that the most successful investors in the world have used for 50 years and I was very lucky that I've got some amazing mentors who taught me this and I'll teach you those it's free of charge it's about 90 minutes long maybe it's two hours long if you ask me a lot of questions it's you can get yourself a free seat at felixfriends.org/webinar i saw the first thousand of you already signed up so I've already upped the space of the room to 2,000 people last time we did one of those we had about four and a half thousand people live which is super cool because I love your desire to learn so come and join me and make this bare market the greatest thing that's ever happened to you because it made you feel uncomfortable and it's motivated you therefore to learn and put some skills between the ears so that you are in a better position to come out of this and you're going to come out of this a winner with an amazing portfolio and some amazing growth ahead of you in the next couple of years links down below first one in the description now grab a pen because you're going to want to write this down what I'm about to share with you palanteer's market position that most analysts are overlooking right so before we dive deeper into Palanteer specifically let's quickly set the stage here with what's happening in the broader market right so the global economy is well sort of walking on a tight rope we're seeing escalating US tariff policies creating well anxiety would be a polite way of putting it recession probabilities and now near 60% according to I was going to say credible economists and then I thought that sounded really silly i'm an economist i appreciate how they're mostly wrong so which is why I left the field but what's fascinating here is that despite this uncertainty the tech sector displays some remarkable resilience it spending is actually going to increase by almost 10% this year so think about that companies are tightening their belt everywhere but they're doubling down on tech investments in AI and cloud computing and that creates a perfect backdrop for US- ccentric companies like Palanteer that sit at this intersection why do I say US- centric because it means tariffs are not really a big deal for them so let me tell you about what City Bank has just accomplished with Palanteer's foundry platform so City Bank not exactly known historically as a tech innovator right uh they've managed to achieve a 10fold increase in transaction volume since implementing it and that's how banks make money right so they implemented Foundry in late 2024 yeah that's how short a time period it takes to do 10x and if you imagine what that means for global banking operations normally to transact to to administer and process more transactions requires massive infrastructure investment probably dozens of more hires risk managers all that sort of stuff but City Bank managed this exponential growth while simultaneously improving efficiency cutting down his decision-making lags and the commercial results speak for themselves honestly US commercial revenue for Palunteer is up 64% year-over-year which is transformational total contract value reached 800 million that's 134% increase year-over-year now what I think is particularly brilliant and I wish I'd seen this kind of thinking when I was still in in banking is their startup fellowship program essentially Palunteer is identifying promising early stage companies and helping transform them into these AI native unicorns so they're not just selling their software they're cultivating the next generation of major clients it's a long-term vision we just don't often see on Wall Street it's like planting a seed that'll grow into a massive revenue tree it's a bit like the sad looking banana tree there behind me which will probably in about a year's time have some bananas on it you need some patience for that but while most tech companies would just go hey we're great at commercial we're great at US commercial let's focus on that no no Palanteer is looking at a completely different market see most companies serve either businesses or governments rarely both with equal effectiveness but Palanteer they cracked the code to something I've never seen before their defense sector performance is arguably even more impressive than the commercial wins just a few days ago they secured a massive NATO contract that was finalized in record time and anyone familiar with government proceeding recycles knows that typically this takes years maybe even decades this expedited approval speaks volumes about the urgent need for Palanteer's capabilities in the current climate and also how impressed NATO is with what Palanteer is actually doing out there because they can see it in all the horrible wars that are going on around the world so what they're providing is called the Maven smart system for NATO now we don't need to look at the technical jargon but it's it's essentially fundamentally transforms battlefield operations by enabling real time intelligence fusion imagine all these different data sources satellite imagery ground reports signals intelligence all that stuff instantly analyzed you know information from drones and everybody else and and and it's presented in a way that commanders can immediately act upon it next state of step of course is to replace the command or at least he'll have to like just get the suggestions and he just goes okay okay okay okay and that's all he's going to be doing so the system dramatically improves interoperability among NATO members which in practical terms means if you're a field commander from the UK you can instantly access and understand the intelligence governed gathered by your Polish or American colleagues right without the traditional delay translation issues should this be sent to the Brits yes or no all this stuff takes ages it no longer does because it's now automated so it's a genuine gamecher for coalition operations and particularly notable is that this builds on Palunteer's previous successes with project Maven and other rapid deployment contracts for the US government so they've essentially established themselves as the prime contractor for military AI applications and that's going to be very very very difficult to displace once established and what actually fascinates me about Palanteer here and then I'm going to teach you the rule in a moment is when I looked at these numbers I had to double check them because they seem just enormous like a little too large palanteer's total addressable market which just basically the market potential they could theoretically serve is currently estimated at about $230 billion for this year and it's projected to expand further to about 300 billion by 2030 just absorb those figures for a moment we're talking about hundreds of billions of dollars of potential revenue there and at the moment Palanteer is penetrating less than 1% of that massive total addressable market less than 1% so it gives you a sense of the extraordinary runway that they have ahead so when people are saying to you so why is this thing trading at you know 200 times next year's PE or something well that's exactly why because even if they capture just some of that market you know they could 10x and they only have 10% of that market um well it becomes a lot more you know then becomes 20 times PE right so based on the current trajectory and the strategic partnerships we've got here with all the cloud providers Azour AWS and so on analysts are looking at about 5% of that TAM and that might be a little conservative I mean I think Palanteer usually outdles what people are expecting but what does that mean financially Well it would mean 15 billion in annual revenue at the moment it's 2.4 which is massive massive growth over 5 years but there's even something more here some analysts who specialize in AI adoption rates are suggesting that the long-term TAM could be significantly larger perhaps approaching 800 billion why because as I AI becomes more embedded in industries the applications for Palanteer's technology expands so to put that in perspective I think historical combination comparison is probably a good one here look at Loheed Martin one of the world's premier defense contractors their journey to becoming a defense giant took decades of steady growth building massive government relationships expanding their footprint contracts uh by contract essentially and they've built an extraordinary business worth over 110 billion in market cap today but what's genuinely eye opening is this palanteer is growing at a pace that dwarfs Loheed Martin's historical growth trajectory while Loheed built its empire primarily through hardware contracts but long development cycles takes ages to build the stuff Palunteer is achieving much steeper growth because it's software and it can scale really really rapidly and also at insanely higher margins because the cost of an extra customer if you're a software company is is near zero so what are the drivers for this we got three actually driver number one is the accelerating AI adoption because despite all the uncertainty out there everyone's like saying "Hey we have to use AI otherwise we're eventually going to go out of business." Driver two is just the geopolitical risk basically defense spending is going through the roof right both in Europe massive expansion of the defense spending trump has already said he's going to grow the defense budget from 800 billion to to a trillion dollars and and while cutting back on a lot of like waste and and nonsense and a lot of that money is going to flow into AI and and just making every single piece of military equipment connected to a central database so you know exactly what everybody is doing which is going to create more and more and more data which is going to have to flow into Palunteer it's the only way they're going to be able to like actually make sense of it so they're getting stable revenue and massive growth from the government in times where the economy might be you know uh feeling a little bit antsy driver number three it's enterprise resilience and what does that mean well it doesn't get that much attention really but in the face of uncertainty global trade disruptions tariff issues all that kind of stuff that impacts supply chains well the ability to visualize complex data and adapt quickly based on all the changes that all your suppliers and supply chains and taxes and tariffs and everything else is is happening in real time is what's going to set the winners apart from everybody else so the need for companies with complex supply chains which is anybody who's in in wholesale or retail or you know industrial space is just gotten way way way higher so therefore it's much more likely that they actually going to adopt Palunteer AIP now rather than later now let me have a look with you at the at the stock chart here and I'm looking um at tradevision.io which the platform that we built to give you guys the best data the first thing I want you to do is uh well get yourself a trial and then play with it up here you can change the chart so each bar here is normally one day 1D i've changed it to one week why the heck did I do that because I want to show you something that I think is very few people understand and you will be part of those very few people which will help you make better decisions going forward which is I think what you want to do wouldn't it be nice to know like which stocks are actually coming out of this bare market better so if you look at a candle right a stock candle usually looks like this and there's often a tail at the top and at the bottom what does that mean well if it's a red candle it means we started the day here at that line we ended the day at that fat line so that's the fat line so the fat bit the fat bit is where you started and ended but we topped out during the day briefly we went all that high and at one point we also were this low so that's basically what the stock chart's telling you starts here ends here but it had some downs it had some ups that can tell us quite a lot so when we look at a weekly candle in a bare market where the stock prices are actually falling and everything is falling well what do you want to look for well you want to look for stocks that have very long tails why do you want long tails because it means that we did not close at the bottom of the week's trading range we actually bounced higher and it shows you there is some resilience amongst the buyers so what's a bad candle well this one here is a bad candle because we closed very close to the bottom right but what followed last week was actually a beautiful green candle as you can see we went pretty high up we closed almost at the top of the the the week and then the week after we started much higher but even on this major sell-offs here we still had quite long candles quite long tails at the bottom and that's what I would watch out for you want to watch out for stocks with resilience rather than ones that are just like crashing straight down and you can really only do that on on a weekly chart now if you go on a day chart then up here again change it to a day chart what am I looking then so it tells you a lot more than just looking at these individual candles it just looks like it's going down right well the way I look at the market and and and I look at any stock I always want to buy into strength i don't want to buy into weakness because weakness tends to be followed by more weakness so how do we know we're buying into strength well we need to take out previous resistance previous highs we got a high here we got the same high here surprise right because here we knew that there was a high there and that was the resistance and that sits at around about $9825 so what do I want to do well I might personally not saying you should I'd set up actually an order that only executes if we close above that level so I I don't care though that we break through it during the day like we did we did here because you can peak through it and then come back down i need to close above it so I need Palunteer to close above 98.25 the price at the end of the day needs to be above 98.25 to me that would be a very very bullish signal that would make it an even more bullish signal if at the same time and you can also check that out completely for free obviously is you want a green volume candle down here that is significantly larger than the previous ones if you get those two things together the likelihood that the stock's going to keep going up for a while is much much greater than buying the dip thing which is everybody else what everyone else seems to be doing which isn't working out so well right because it makes you feel horrible because it just the dips it tends to go lower and lower and lower and lower and lower so for me it's not as much about buying a dollar or two or five cheaper it's about buying into the momentum into the strength and I want to see a lot of volume because that way I know institutions are buying it and I want to take out previous resistance because that way I have a very high chance of actually making money which is coincidentially why I invest um not because I fall in love with the stock but because I want to make money and the ultimately I don't care what stock I make the money with so if that's helpful for you I hope you've taken some notes down obviously you can replay this you want to go back a little bit but if you want to learn a lot more depth about how we actually select great companies and how we actually selected Palanteer way back um there's some simple rules for that some fundamentals that any investor I think should really know because that's what the most successful investors in the world look at and I'll teach you that this Saturday i'll literally give up my Saturday for you guys because I think this is so important and everyone's messaging me and is worried about their portfolio and should I buy this should I sell it should I hold should I not like that kind of thing is it going to go down is it going to go up and none of these things really matter once you understand the patterns and once you understand the rules that drive the market so I want to give that to you this Saturday 11:00 a.m new York time head over to Felix webinar grab yourself a free seat and I'm excited to see you over there all the best come on in here come on in if you own Tesla Palanteer Nvidia AMD or SoFi and you're worried about how they'll do amongst tariffs and recession fears this is the right video for you in the next few minutes you'll learn which of these stocks will be the winners and losers so you can protect your portfolio now