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

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 Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel - Wolf Trading: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.