🔔 Crucial Earnings Today | Palantir Bullets #166

My thoughts.

Editor: Emanuele Marabella

Today, Palantir will release its Q4 earnings after market close. Join me on Amit’s stream.

My thoughts:

Arny Trezzi@arny_trezzi

$PLTR will release its Q4 today. I've been obsessively studying the company for 4 years. Here are a few thoughts: 1. Massive opportunity to shape the narrative While all enterprise SaaS say "AI", only Palantir it is proving it is delivering massive outcomes at scale, in

11:50 AM · Feb 2, 2026 · 3.07K Views

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7 Replies · 17 Reposts · 106 Likes

Here is the list of Q4 deals you need to know:

Last week:

• Palantir’s Elite Partner Northslope raised $22mn to scale its business:

“The Series A raise follows a breakout year in which Northslope delivered customer outcomes in production across multiple industries and grew revenue nearly 7x.” - Yahoo Finance

Tribal knowledge

Eliano A Younes@eliano

“First they ignore you, then they laugh at you, then they fight you, then you win” Palantir FDEs changed the game ⬇️

a16z @a16z

The hottest role in tech — the forward-deployed engineer — was "the ugliest duckling" for a decade. In this conversation, Akshay Krishnaswamy, Chief Architect of Palantir, joins a16z GP Erin Price-Wright to cover: - Why a good team of engineers is like a hive mind - The

5:44 PM · Jan 30, 2026 · 18.6K Views

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4 Replies · 15 Reposts · 192 Likes

Jack Prescott@JackPrescottX

$PLTR Earnings on Monday. 9 consecutive quarters of accelerating YoY revenue growth and margin expansion. I believe this trend will continue.

Arny Trezzi @arny_trezzi

$PLTR Q4 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: • $200mn with Lumen to support AI in complex, multi-cloud environments; • $100mn sole contract from the IRS; • $44mn deal with the US Navy to provide Ship OS; •

4:43 PM · Jan 30, 2026 · 37.3K Views

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23 Replies · 37 Reposts · 455 Likes

Louis Mosley@louismosley

There are lots of ways that good technology can help improve the NHS both for staff and patients. I often focus on the numbers. The 80,000 additional operations. The 15 per cent reduction in delays to discharge. But actually the individual stories are always more powerful. And

Palantir @PalantirTech

“When we’re presented with the biggest challenges that the NHS faces today, having a Palantir engineer working side by side with us in partnership means that we know that we’ll come up with the solution.” Rebecca Llewellyn, Director of Data Management and Transformation,

4:58 PM · Jan 30, 2026 · 9.21K Views

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3 Replies · 15 Reposts · 143 Likes

FOMO Stocks@FOMOstocks

Dan Ives at Davos: Chips & software will lead AI in 2026. "Look at what Palantir has done front and center. Use cases led by software." $NVDA powers the infrastructure and $PLTR drives real enterprise wins.

2:41 AM · Jan 27, 2026 · 3.49K Views

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1 Repost · 20 Likes

Tweet of the week

Eliano A Younes@eliano

the signs were right in front of us…

Rapid Response 47 @RapidResponse47

President Donald J. Trump nominates Kevin Warsh as Chairman of the Board of Governors of the Federal Reserve

12:28 PM · Jan 30, 2026 · 36.5K Views

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9 Replies · 16 Reposts · 272 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.