🐻 Burry Shorts Again | Palantir Bullets #168

Meanwhile Europe expands.

Editor: Emanuele Marabella

Last week:

• Palantir signed a multi-year expansion with Airbus with a contract rumored to be ~$1bn over 10 years. Airbus is a client since 2015. Together they develoeped Skywise, which counts +50,000 users.

• Palantir won a 5 year $1bn contract from the Office of Procurement Operations.

  

  Gokarp@PLTRs_Palantir

  $PLTR 🚨Receieved 5 year $1B contract from the OFFICE OF PROCUREMENT OPERATIONS 🚨

  

  12:01 PM · Feb 13, 2026 · 89K Views

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  31 Replies · 115 Reposts · 822 Likes

• Palantir partnered with Sibyl, French consultancy, to spread AIP and Foundry.

• Palantir partnered with Instinctools, German AI-powered software engineering company, to add Foundry and Palantir AIP to their portfolio of products.

• Michael Burry realeased $46 target short thesis. Here is the story:

Cassandra Unchained@michaeljburry

10,000+ words, enjoy! $PLTR Taken together, in the decade before it went public (in late 2020), Palantir, rightfully or wrongfully, and almost entirely not of its own doing, was becoming a household name as an influential secretive company that worked with powerful partners. Few

1:15 PM · Feb 12, 2026 · 1.3M Views

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407 Replies · 509 Reposts · 3.8K Likes

Arny Trezzi@arny_trezzi

@amitisinvesting Us reading the report

5:59 PM · Feb 14, 2026 · 21.5K Views

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8 Replies · 3 Reposts · 248 Likes

Arny Trezzi@arny_trezzi

$PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10,000 words. Here are the 10 worst takes: 1. "Palantir’s margins are not even SaaS-level, but when Palantir’s functionality succumbs to the commoditization of AI coding tools, they will fall further."

12:19 PM · Feb 13, 2026 · 547K Views

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189 Replies · 157 Reposts · 1.22K Likes

amit@amitisinvesting

$PLTR Had a few days to read through everything Burry has put out on Palantir. First, I agree with everything Arny laid out below and it is a must-read around the worst takes of his 10,000 word article. I'd like to add the following thoughts: 1. This feels like a complete and

Arny Trezzi @arny_trezzi

$PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10,000 words. Here are the 10 worst takes: 1. "Palantir’s margins are not even SaaS-level, but when Palantir’s functionality succumbs to the commoditization of AI coding tools, they will fall further."

5:29 PM · Feb 14, 2026 · 1.09M Views

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445 Replies · 182 Reposts · 2.04K Likes

amit@amitisinvesting

@Mindset4Money_X we get it you want us to subscribe bro 💀

3:24 AM · Feb 15, 2026 · 32.3K Views

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75 Replies · 20 Reposts · 724 Likes

Mindset for Money, CPA@Mindset4Money_X

Burry losing aura ngl And I’m not a $PLTR bull

10:12 PM · Feb 14, 2026 · 133K Views

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80 Replies · 13 Reposts · 374 Likes

Cassandra Unchained@michaeljburry

Let’s try this again. If you have real evidence that Palantir has continued this practice of covert smearing campaigns against the enemies Karp and $PLTR cannot quite reach with Fentanyl-laced urine drones, please contact me. Also please contact me if you simply know something

12:10 AM · Feb 16, 2026 · 414K Views

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301 Replies · 535 Reposts · 3.59K Likes

Is Burry a bit nervous?

DA Davidson analysts suggest Burry should just find a new hobby…

Jordan | AI Investor@HyperAICapital

$PLTR PRICE TARGET OF $180 BY D.A. DAVIDSON‼️ “Michael Burry Needs a New Hobby”🔥

9:31 AM · Feb 15, 2026 · 931 Views

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2 Replies · 1 Repost · 24 Likes

Tribal knowledge

Palantir: I read Burry's 10,000 word short thesis, and he's wrong

Jack Prescott@JackPrescottX

Michael Burry: Palantir is not a real AI company Palantir:

Jack Prescott @JackPrescottX

Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: “As with the telegraph in the 19th century, the Maven Smart System (@PalantirTech) may redefine the military’s relationship with information and time.” …. “AI is reshaping combat just as https://t.co/IV4RWS7g2Y

12:55 AM · Feb 14, 2026 · 62.8K Views

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30 Replies · 37 Reposts · 402 Likes

Basis Points@basispointpod

$PLTR Dan Ives on Palantir: "People are missing the free cash flow story going out to 2030. This is how Palantir is going to continue to compound, margin expansion and free cash flow is the story."

4:16 PM · Feb 16, 2026 · 47.3K Views

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15 Replies · 44 Reposts · 514 Likes

Arny Trezzi@arny_trezzi

$PLTR is only +12% YoY, but its EPS grew 8x.

7:31 PM · Feb 13, 2026 · 63K Views

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50 Replies · 43 Reposts · 841 Likes

Tweet of the week

Arny Trezzi@arny_trezzi

Is Burry nervous?

10:44 PM · Feb 14, 2026 · 50.1K Views

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127 Replies · 37 Reposts · 781 Likes

Yours,
Arny

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.