‼️ "Palantir Slows Down" | Bullets #180
Q1 results. Michael Burry shorts the business
Editor: Emanuele Marabella
Last week:
Palantir dropped insane Q1 results:
+85% YoY Revenue growth;
+133% YoY US Commercial Revenue;
60% EBIT Adj. Margin;
+31% YOY clients;
150% Net Dollar Retention;
Raised 2026 guidance to 71% growth and 58% EBIT Adj. Margin.
Bloomberg reported that Palantir missed estimates on US Commercial. It seems journalists just missed the call:
Arny Trezzi@arny_trezzi
" $PLTR US COMMERCIAL IS SLOWING DOWN."
Not really.
One "US Commercial" client moved to "US Government."
Without the change, growth would have been 143%, up from 137% YoY in Q4.
Accelerating dominance.
1:38 PM · May 5, 2026 · 19.3K Views
21 Replies · 41 Reposts · 484 Likes
Tribal knowledge
Arny Trezzi@arny_trezzi
What does DOMINANCE mean?
$PLTR.
8:29 PM · May 4, 2026 · 10.2K Views
17 Replies · 23 Reposts · 411 Likes
Jack Farley@JackFarley96
Palantir is the largest company ever to reach a Net Dollar Retention Rate of 150% $PLTR
11:03 PM · May 4, 2026 · 151K Views
30 Replies · 123 Reposts · 1.34K Likes
Jawwwn@jawwwn_
D.A. Davidson analyst Gil Luria on Palantir:
“They’re in such good shape, they don’t need sales people to hit enterprises up.”
“They have more inbounds than they can handle.”
“Most of the CFOs we talked to that are their customers said they called Palantir —and Palantir’s in a
Jawwwn @jawwwn_
Salesforce CEO Marc @Benioff:
“I’m not hiring any more engineers in fiscal year 2026.”
“But I did hire almost 20% more sales people this year.”
Via @tbpn
4:12 AM · May 5, 2026 · 108K Views
8 Replies · 37 Reposts · 318 Likes
Louis Mosley@louismosley
🚨Narrative violation alert 🚨
Turns out the software the activists want kicked out of Britain is treating 110,078 more patients, cutting waiting lists by ~800,000, and costing £200k per trust per year.
@matthewlesh in the @Telegraph 👇
The Telegraph @Telegraph
✍️ 'The American company provides an invaluable service to the British taxpayer' | Writes Matthew Lesh
🔗 https://t.co/O7xGVoHxLL
7:46 AM · May 5, 2026 · 37.1K Views
30 Replies · 53 Reposts · 392 Likes
American Optimist@AmOptimistShow
EPISODE 153: Palantir CTO Shyam Sankar on Heretics, AI Weapons & Rebuilding the Arsenal of Democracy
@JTLonsdale sits down with @ssankar to discuss PLTR lore, protecting heretics, and his new book "Mobilize"
(00:00) Episode intro
(01:45) Mud hut in India to life in America
4:32 PM · May 8, 2026 · 119K Views
12 Replies · 70 Reposts · 373 Likes
Chad Wahlquist@chadwahl
WestRock CEO went from Palantir skeptic to biggest believer.
“What I read and what we see talked about in the AI world and what Palantir’s operating system actually is, I can barely recognize the reality of what they’re doing on the ground with the talk that goes on around AI.”
12:09 PM · May 8, 2026 · 33.9K Views
15 Replies · 51 Reposts · 407 Likes
Chad Wahlquist@chadwahl
.@Rackspace is not only deploying Palantir to run their business but they have the art of forward deployed closing down! 💪
9:15 PM · May 7, 2026 · 9.24K Views
8 Replies · 15 Reposts · 141 Likes
Chad Wahlquist@chadwahl
“Centrus intends to leverage Palantir's Foundry and artificial intelligence platform to integrate distinct systems across classified and unclassified environments and utilize AI to optimize our build-out. Since late January, we have identified approximately $300 million in
11:25 PM · May 6, 2026 · 8.64K Views
6 Replies · 20 Reposts · 176 Likes
Chad Wahlquist@chadwahl
Cloud Wars: 85% Q1 growth. 70 salespeople, 7 of whom actually sell
Having owned ERP deployments on the buy side, I can tell you why this works:
When the platform does the work the buyer was told for 20 years was impossible, you don't need 7,000 reps running steak dinners.
6:53 PM · May 7, 2026 · 6.98K Views
9 Replies · 31 Reposts · 184 Likes
Harry Stebbings@HarryStebbings
Why Palantir is a mega-buy right now?
"Palantir is a mega-buy because it sells directly to the CEO’s top priority, AI transformation.
It can deliver enterprise-wide solutions in $10M–$100M deals, not just point tools.
There are very few companies that can execute at that scale
Harry Stebbings @HarryStebbings
This podcast will make you smarter than Leopold Aschenbrenner at an AI investing conference.
- Anthropic Raises $45BN but Falls Short on Compute
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- Why Google is a Bigger Buy Than Ever Before
- China Blocks Manus $2BN Deal to
1:29 AM · May 9, 2026 · 107K Views
24 Replies · 59 Reposts · 463 Likes
Eliano A Younes@eliano
available for auction later this week 👀
all funds will go to charity
10:41 PM · May 10, 2026 · 16.7K Views
17 Replies · 19 Reposts · 283 Likes
Jack Prescott@JackPrescottX
The train:
Fiscal.ai @fiscal_ai
"Tokens are the new coal. AIP is the train."
$PLTR
4:59 PM · May 9, 2026 · 9.52K Views
4 Replies · 11 Reposts · 160 Likes
Tweet of the week
Chad Wahlquist@chadwahl
When earnings are so baller you need 3 mics to capture all the heat
Palantir @PalantirTech
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.
Q1 U.S. commercial revenue grew 133% y/y and adjusted operating
9:28 PM · May 4, 2026 · 125K Views
44 Replies · 74 Reposts · 1.31K Likes
Yours,
Arny
Reach me:
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.