Tom Nash On Palantir Q4 Earnings, Nvidia Partnership, And 2026 Portfolio

Описание: This episode features a conversation between Tom Nash and Gav Blaxberg (CEO of WOLF Financial) following Palantir’s legendary Q4 2025 earnings report. As Palantir stock flies over 11% in pre-market trading, Nash breaks down why he believes the company has officially entered its "God Mode" phase, evolving from a misunderstood software provider into the indispensable Operating System of AI.

00:00 Intro
05:01 Palantir = The “Operating System” Of AI (No Real Competitors)
09:46 Long-Term Investing vs Trading — Ignore Short-Term Price Moves
15:09 LLMs Replacing Developers + Why AI Makes Palantir More Important
20:03 Why Palantir Was Historically Blocked Inside Enterprises
24:48 40/40/20 Portfolio Strategy + Weighted Average Cost Logic
30:04 Why ‘Activity ≠ Control’ In Investing + Dead Investor Study
34:45 Meeting Alex Karp + Leadership Personality + Retail Alignment
40:49 Final Palantir Investing Advice — Buy When Sentiment Is Negative
43:08 Closing Thoughts + Outro

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