I Got Rich Off PALANTIR. This Is Even Bigger

So my proudest moment as an investor is Palantir, but not for the reasons you think. You might think it's because it has made me a very wealthy man and created financial opportunities for me, which is true, but that is not the reason I'm so proud. I'm proud because I was able to educate a generation of retail investors to do it the right way. And the reward came in in the shape of Palantir. If you put in $10,000 into Palantir back in January of 2023, when I was beating the drum about the stock, when everybody was running for the hills, you are now sitting at $210,000. From 10 to 210 in just three years. Investing in quality company, holding to your guns, not listening to the noise, and looking at investing the right way. Now, right now, I'm seeing a very interesting setup that reminds me a lot of what happened with Palantir. And I'm going to share it with you because that's what I do. I don't gatekeep and I certainly don't put these things behind the paywall. There's no need. Okay, so here it is. Most retail investors tend to miss these opportunities. Why? Because they're not obvious. Because they're not going to be put on mainstream media. Because nobody on social media is going to talk about them. Because people are basically trained to follow the new cycle, which is absolutely useless for you as a long-term investor. The thing that I've done for my entire investing career is ignore all of this noise and focus on one thing and one thing only. Find quality businesses that are sitting on the global trend, invest in the best in the categories, and let it ride no matter what happens to the stock price. Very, very simple. The same MO I use with Palantir applies now. Now, if you think about it right now in the world, what is the biggest secular megatrend we're in right now? I think it's pretty obvious. It's AI, artificial intelligence. But that's the easy part. While most investors are focused on the shiny things, on the applications, on the chat bots, on the stuff that are exciting and sexy, this is not where the money is. In the gold rush, the gold prospectors mostly were broke and mostly didn't amount to anything. The people who have made generational wealth and have built mansions and bought railroads were the picks and shovel sellers. The people who allow these people to go out and dig for gold, which is exactly what's going on with AI. In the world of AI, there's two types of companies. There's the applications, which are being commoditized, super saturated, super competitive. Everybody's digging for gold. And there is the facilitators, where the money is and where the least amount of saturation is and where the hype almost does not exist. In this video, I'm going to show you my eight layers of facilitators of AI. Every single category is going to have the best in class for that particular industry, for that particular layer for you to use, apply, and basically generate your own strategy for the AI megatrend. Number one, I'm going to go one by one through all the layers. The first layer is going to be the compute layer. This is the engine builders. Number two, we have networking. Networking are the road systems, the highways. These are the people who build the highways and build the roads. Number three, we have the power and cooling. I think it pretty much speaks for itself. But in this example, this analogy, that would be the fuel system of the vehicle, the radiator, the battery. And of course, we have the data layer. That is the if the fuel is bad, if the fuel is not efficient, if the fuel is not of quality, your engine is going to break down. It's not going to perform. Then we have the control layer. That's essentially the computer that sits inside the car. Then we have the security layer. That's your locks and your alarm system. And of course, the observation layer, which is the mechanic software that diagnoses the engine or other parts of the car. There's no trouble in it. And then, of course, we have the physical land, the physical infrastructure. These are the landlords that pretty much own the roads on which all of this is happening. These layers will print money over the next five years. And if you pick the best companies of each of these layers, the creme de la creme, the chef's kiss, and you bundle them up into one portfolio, that portfolio is going to have the same potential we had with Palantir. A lot of people are skeptical about this. Well, Tom, how often does a stock go from $10,000 to $200,000? Palantir might have been the fluke. Might have been the fluke. But if you go to my top stocks list in my academy, we, of course, have the stuff that have been there for years. Stocks like NVIDIA, which we opened up in 2020 deposition. It's up 1,300% since. Obviously, Palantir did 1,300% since 2020. We have Arista, the position we just talked about in 2023. It's up 330%. So a lot of money has been made over these years. But a lot of these stocks, we just added this year or last year. Micron, we added in March this year. It's already up 61%. Vertiv, we literally added June 2025, less than a year ago, up 204%. Bloom Energy, February this year, up 72%. A lot of money can be made if you actually understand long-term investing and if you invest in the real picks and shovel sellers. Because the demand for the picks and the shovels and the dynamite and the tents and the jeans and everything these guys need to keep digging for gold is not going to go away. In fact, it's only increasing. Which means, despite what the skeptics are saying, it's not too late, it can be done. And it's always a good time to invest in quality. Peter Lynch said that. It's never a bad time to invest in a great company. Now, the people who are doubters and skeptics will always find an excuse not to invest, to stay on the sideline. They're never going to make money. Playing it safe isn't really safe because playing it safe essentially puts you out of the game. In fact, if you just sit in cash for the next 20 years, you're going to lose 50% of your purchasing power. The idea here is that the money has to work for you. You shouldn't be working for the money. So let's talk about the ground level of these eight layers, the physical infrastructure. These are the people who own the farm that everybody wants to work on. They own the roads. They don't care who wins the chatbot wars. They don't care which application wins. They do not care. They're agnostic. They own the infrastructure. Whoever wins is going to use their land. These, of course, are the data centers, the cloud providers. It's Google, which is the most vertically integrated of them all. It's Amazon, which is the biggest of them all and the cheapest stock of them all compared to the quality with AWS, which is Microsoft, which is the best ecosystem to go with the data center business. Of course, Oracle, which is the smallest and the latecomer in the business, but Oracle has massive clients. Their clientele list is the largest of its kind. They're bringing a lot of business into the cloud that has never been there. Whoever wins the chatbot application wars is going to have to use Oracle, Microsoft, Amazon, and Google for cloud. AWS is currently operating at 40% operating margin. Just three years ago, that was 29%. The margins are expanding, the revenues are growing, and these companies are printing money. Google is now fully vertically integrated with the TPUs, but also Google actually has a cash cow to finance all this expansion. Google search actually makes $640 million of revenue a day to finance all this massive CAPEX and all this massive infrastructure building. Google Cloud Services is now growing at 63%, just to explain to you how insane this business is. Microsoft Azure is growing at 40%. AWS is growing at 30%, but they're the biggest of the bunch. All of them are top notch. You can't go wrong with the cloud business. This is going to be the physical infrastructure layer. Then, of course, we have the compute layer. These are the engines. We're talking about GPUs and high bandwidth memory, two things that you need to operate a data center. You need these things to be strong, reliable, and you need a great engine in order to compete. AMD and NVIDIA, they build the best GPUs. They absolutely dominate this specific market. They're a two-headed monster. In fact, NVIDIA might be a quasi-monopoly, but AMD is no slouch. Micron, along with SK Hynix and Samsung, basically owns the high bandwidth memory. In that particular group, Micron is a top quality one, the one that's focused on HBM and the most suited for these data centers. ASML is a company that builds the machine that builds semiconductors. There's nobody else. It's a monopoly. Just like ASML, TSMC, TSM essentially builds semiconductors. Again, pretty much a monopoly. In this business, in the compute layer, we have NVIDIA, which is a quasi-monopoly. We have ASML, which is a monopoly, TSMC, which is a monopoly, and AMD was actually generating a lot of business despite being number two in the category. That's how big this market is. NVIDIA is currently trading at sub-20 forward BE. Micron is trading at 5 forward BE. TSMC is trading at 20 forward BE. Even AMD and ASML, which are not known to be cheap stocks, are currently trading at forward BE of 29 each. These are not expensive stocks. If you look at the path forward, nobody's replacing NVIDIA. Nobody's replacing AMD. Micron has at least five years of total market dominance because there's simply nobody else. ASML is going to be monopoly for many years and TSMC very, very much in the same position. If compute is expanding and if we need more of these GPUs and high bandwidth memory and semiconductors, these four companies will print money over the next five years. It's silly not to have them in your portfolio. Then, of course, we have the networking layer. This is the transmission in your car. This is the wiring. This, of course, is the traffic control, basically the lights, ticker ANET. Arista is basically the one that builds all the switches and the routers and the software that allows servers to talk between themselves internally. It allows them to communicate. This is a company that's up 332% since we added it. It's not too late despite the spike. I always teach people that. Don't look at what the stock did. Look at the intrinsic value of the business. Look at the opportunity. Look at the potential and look where it can be. Forget what the stock has done. ANET is slowly taking over the data center business as far as switches and networking, and they're not looking behind. They have 43% operating margin. They have zero debt. They have $11 billion of cash, $4.5 billion of free cash flow per year, and a $9 billion annual revenue with a 30% growth. The numbers are clean as a whistle. Of course, we have to talk about the power and cooling layer, which we covered a lot on this channel. We have made dedicated videos about every single one of the stocks that you're about to hear. Essentially, this is the idea that we have to power all this data center business. We have great computers. We have great data centers. We have these great GPUs, great memory, but without electricity, it's not going to work. Without cooling, it's going to melt down. This is the biggest choke point in AI right now, energy and cooling. We need reliable, cost-effective, and very, very scalable energy solution to run all these data centers. The current configuration of the grid does not allow that. That is why CEG, Constellation Energy, the company that does nuclear energy, which is 24-7, which is scalable, and which is not expensive, that is the solution. On top of this, you have Bloom Energy, which provides on-site fuel cells, which solve the problem of being relied on this old grid. Of course, VRT, a stock that's up 200% since we added it just a year ago, a stock that builds these liquid cooling systems for data centers. It's not by accident that every single one of these stocks was featured in a standalone video on this channel, CEG, VRT, and Bloom Energy, because they're that good. Now, let's talk about the control layer, which gets often misunderstood. Now, this is the central computer of the entire car. This is the brain that operates this whole thing. This is the GPS system of your car, the computer of the car, the driver assist systems, basically everything that makes the car operate from a software position. The reason this layer matters so much is because AI doesn't fit directly where humans used to do this work. In order to make AI into a scalable employee, you have to have some adjustments. You have to have the right operating system to utilize AI, to make it scalable, cost-effective, and also to produce the best out of it. That is why the purest control layer competitor here is Palantir, which is the operating system that runs AI for large businesses. We talked about it multiple times. The stock is up 1300% since we added it, and it's actually not even close to being done yet. Yes, I know the stock is down all the way from the 200s to $140 per share. A lot of this is nervous. Get it, but it's not our first rodeo, folks. We've been through this before. It's nothing. Every time people bet against this company, they pay dearly. Next up, we have the data layer. As I've explained before, data is the fuel. If the fuel is not good, the car is going to break down. The data layer in our example is the database business. In this business, we have two companies that are absolutely annihilating it right now. We have MongoDB and Oracle, the biggest database sponsors that you cannot leave out of your portfolio because they're so critical for the AI mission. Then we have the observation layer, which is, of course, the mechanic supervision software, which I talked about earlier in our analogy. This is clearly the Datadog business, D-D-O-G. They're the monitoring gold standard of this business. There's literally nobody else that's worth even mentioning in this video. Datadog was featured on one of my paid-in articles for my community a while ago. A wonderful company. Next up, we have the security layer. These are your locks and your alarm, mission critical. Every single security breach right now in this reality is a career ender for companies. We have CrowdStrike and Zscaler who are doing different things. CrowdStrike, ticker C-R-W-D, essentially is like putting a bouncer on every single computer and making sure that bouncer beats up viruses and hackers, etc., etc. Zscaler is a little bit different. They talk about access, not endpoint security, but more on the access side of things. They complement each other quite well. I believe Zscaler and CrowdStrike will be the two best companies to own in cybersecurity for the next 5, 10 years. Now, as you've seen in this video, I talked about a lot of companies. A lot of people think that more information means better system. I'll just listen to more videos, I'll do more research, and then what you said and what he said, that's not the right way to do it. What you need to do is you need to build a system. You have to work through this list and see which stocks from this list fits your risk profile, your thesis, look at every stock, do deep research on it, and then you build your portfolio based on your conviction. But unfortunately, this conviction is not going to be built by watching more YouTube videos, by consuming more information. You need a system, a process, and a discipline. You need to understand how to take these stocks and turn them into a game plan for the next 5 years to get to where you want to be. For that, I'm willing to take you on for our academy. Patreon.com forward slash DomNash. We have 33,000 members learning this every day. What kind of allocation we need, which stocks are better than some, how to construct this portfolio, when to sell, when to trim, when to add, when to accelerate, when to decelerate, how to have the entire plan in place so you don't have to do any guesswork. The entire plan in place so you can trust yourself and make decisions without waking up in the middle of the night in cold sweat. Maybe I've done the mistake of my life. This all gets eliminated. If you join the academy, we will teach you exactly the right system. It's not about stock picks. It's not about technical analysis. It's not about getting rich quick. It's about building this, what you heard today, which is the first step into a holistic system that's going to change your life by allowing you to become a relaxed person, a long-term investor, and a maximizer of opportunities. Beyond that, I would like to give you a little gift if you made it all the way in this video, which is something that I appreciate. You sat through a very long video, so at the bottom of this video, you're going to find a link. That link includes my top 15 stocks to buy and hold for the next 10 years, my top convictions. I want you to have that. It explains in detail each of these positions, why, and it's yours right now for free. Go to the link right now below. It's in the pinned comment and in the description of this video. Get it. It's yours. It's my gift to you to show my appreciation that you made it all the way into this ending part of the video. Thank you so much and I'll see you in the next one. Peace.