PLTR CheaTweets [April archive]
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Arnaldo Trezzi@arny_trezzi
$PLTR 's $140B Opportunity To Monopolise Space 🪐🛰️
Thread 🧵
My first publication on @Darntons1!
12:02 PM · Apr 19, 2022
44 Reposts · 322 Likes
Arnaldo Trezzi@arny_trezzi
There could be an opportunity if market dislikes the results from a good commercial activity.
$PLTR incurs losses to acquire new clients (marketing + pilots), creating an initial negative pressure on margins.
Many clients acquired = lower margins = GOOD!
4:35 PM · Apr 25, 2022
11 Likes
Arnaldo Trezzi@arny_trezzi
Why $PLTR is a game changer for companies 🖥
1) @PalantirTech makes data readable and actionable fast and with no effort.
HyperAuto connects to clients' data stores (CRMs/ERPs) and automates integration into the data platform (AWS/Azure/Snowflake)
Hours. Not months.
1/2
3:42 PM · Apr 22, 2022
24 Reposts · 156 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Concentration Risk 🚨 pt.2
3 clients account for 18% of Revenues.
~$90mn Avg. Revenues
~5y Avg Years with @PalantirTech
My guess:
•Airbus since 2015
•BP since 2014
•Merck since 2017
1/2
1:54 PM · Apr 6, 2022
6 Reposts · 50 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Max Achievable Contract 💰💰💰
@PalantirTech Foundry price ('19 doc) varies according to:
• solution complexity
• data size
• user numbers
...to a Level 15 Licence of £ 1,000,000,000 (yes billion)
Top3 clients now spend ~$90mn/y. Room to grow
docplayer.net/220417355-Pala…
4:34 PM · Apr 6, 2022
10 Reposts · 78 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR is "the next $MSFT ”.
It’s all about network. ⚙️⚙️⚙️
🧵 from @DarntonsMedia article.
1:18 PM · Apr 22, 2022
26 Reposts · 226 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR valuation among cloud companies:
• @PalantirTech has among the best mix of Growth and FreeCashFlow Margins;
• $SNOW and $DDOG have higher multiples due to higher growth;
• Palantir valuation could increase if/when growth accelerates.
3:09 PM · Apr 16, 2022
9 Reposts · 86 Likes
Arnaldo Trezzi@arny_trezzi
1/ $PLTR hirings 🏢🤓
+300 new Employees to 3213 from 2920 in 21q4.
Employees distribution (% of Employees/% of Revenues):
~2000 US (62%/59%)
~650 UK (20%/12%)
~100 France (3%/6%)
~70 Germany
Seems @PalantirTech is betting big on the UK 🇬🇧
Sales in /2👇
7:21 PM · Apr 11, 2022
7 Reposts · 73 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR quick comparison
@PalantirTech
•$21bn Market Cap(~$40bn 1y ago, $25bn in '16).
•$1.5bn Revenues @ 30% Margin
• ~3300 employees
@anduriltech
• $7bn Valuation at new round ($4.6bn in ‘21)
• ~$100mn Revenues in ‘20 (prob. some ~200 in 21)
• ~700 employees
Thoughts?
11:06 AM · Apr 30, 2022
1 Repost · 28 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR interest back to pre-listing levels.
When was expensive everybody wanted it.
Now it is relatively cheap nobody wants it.
Markets. 🤷♂️
7:28 PM · Apr 7, 2022
4 Reposts · 145 Likes
My Articles ✍️:
My Appearances 🎬:
w/ @DarntonsMedia ; @Emanuele20x
My first interview!
How Apollo Changes The Game for PLTR:
PLTR Just Unlocked a HUGE New Industry:
 | A guest post by
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