Palantir Bullets

✍️ Palantir Q2 Deals Summary

Contracts you need to know before the Q3 results

45 mins ago • 

Arny Trezzi

 and 

Emanuele Marabella

8

October 2025

🤝 $200mn AI deal | Bullets #152

Lumen, Poland's Department of Defense

Oct 28 • 

Arny Trezzi

 and 

Emanuele Marabella

6

1

🤝 Karp Meets Trump | Bullets #151

Snowflake partnership, "Powered by Palantir"

Oct 20 • 

Arny Trezzi

 and 

Emanuele Marabella

10

7

💥 Palantir POPS | Bullets #150

Kaboom

Oct 15 • 

Arny Trezzi

 and 

Emanuele Marabella

10

6

🤡 Deep Fake Flaws | Palantir Bullets #149

Reuters triggers a 9% drop

Oct 7 • 

Arny Trezzi

 and 

Emanuele Marabella

5

2

September 2025

💰 IRS Sole Bid | Palantir Bullets #148

Pop-up store, $100mn IRS

Sep 29 • 

Arny Trezzi

 and 

Emanuele Marabella

5

✍️ $1,000,000,000 UK DEAL | Palantir Bullets #147

Ministry of Defence, Babcock, CMMC 2

Sep 22 • 

Arny Trezzi

 and 

Emanuele Marabella

7

💪 Karp Goes All-In | Palantir Bullets #147

UK partnership, Salesforce CEO cries

Sep 15 • 

Arny Trezzi

 and 

Emanuele Marabella

7

🧱 Built on Palantir | Bullets #146

AIPCon 8, New partnerships, Karp with Amit

Sep 8 • 

Arny Trezzi

 and 

Emanuele Marabella

8

1

🫧 "AI bubble? NO" | Palantir Bullets #145

Palantir UK Head interview, State Department deal, MMDP

Sep 1 • 

Arny Trezzi

 and 

Emanuele Marabella

11

August 2025

👑 "No Competitors Today" | Palantir Bullets #144

Editor: Emanuele Marabella

Aug 27 • 

Arny Trezzi

 and 

Emanuele Marabella

15

🩳 SOLD OUT | Palantir Bullets #143

Short seller, SOMPO, All-In Summit

Aug 18 • 

Arny Trezzi

 and 

Emanuele Marabella

4