PLTR CheaTweets [August archive]
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My Top Tweets 🐥:
Arny Trezzi@arny_trezzi
$PLTR Government deceleration to 13% is not Palantir's fault only.
The increase in Defence spending from NATO countries has not been recognized as Revenues yet by Prime Defence Contractors.
🇺🇸 Government accounts for ~40% of Palantir's Revenues, most of which are from DoD.
12:58 PM · Aug 10, 2022
21 Reposts · 199 Likes
Arny Trezzi@arny_trezzi
European Countries to Increase Massively their Defence Spending.
$PLTR can't miss the opportunity.
12:44 PM · Aug 12, 2022
7 Reposts · 101 Likes
Arny Trezzi@arny_trezzi
$PLTR already has a tentacle in most of these Government expenditures.
12:35 PM · Aug 21, 2022
8 Reposts · 69 Likes
Arny Trezzi@arny_trezzi
$PLTR REVENUES DON'T MATTER!
Mini 🧵
1:02 PM · Aug 6, 2022
30 Reposts · 166 Likes
Arny Trezzi@arny_trezzi
$PLTR Commercial clients account for 66% of the total clients, up from 40% last year.
Government = stability.
Commercial = exponential growth.
3:54 PM · Aug 7, 2022
27 Reposts · 312 Likes
Arny Trezzi@arny_trezzi
$PLTR Clients update.
Commercial = keep expanding, slightly slower
Government = 8 new clients after stagnation (NATO?)
12:12 PM · Aug 8, 2022
9 Reposts · 112 Likes
Arny Trezzi@arny_trezzi
$PLTR Poll.
How do you read this? Comment below!
Great gain YoY = 😊
Massive deceleration QoQ = 😤
1:25 PM · Aug 13, 2022
4 Reposts · 55 Likes
Arny Trezzi@arny_trezzi
$PLTR Commercial clients are 67% of clients but account for "only" 44% of Revenues (38% last year).
Seeds are planted 🌱
3:43 PM · Aug 8, 2022
10 Reposts · 74 Likes
Arny Trezzi@arny_trezzi
Don't be distracted by noise.
$PLTR 's most important bet is paying off 🇺🇸
Why the US Commercial is so important?
👉 arnytrezzi.substack.com/p/palantir-us-…
4:30 PM · Aug 8, 2022
8 Reposts · 92 Likes
Arny Trezzi@arny_trezzi
$PLTR Top 20 clients keep expanding at +17% despite already being huge at $45mn/year each.
4:09 PM · Aug 8, 2022
9 Reposts · 91 Likes
Arny Trezzi@arny_trezzi
$PLTR Net Dollar Retention 119%, down from 125%, seems scary 😳
If Government Revenues are +13% it means that the max Gov. NDR is 113%. Therefore, Commercial NDR expanded by at least ~125%, which is not worrying to me (~136% by my calc.)
No different from what happened in Q1 👇
Arny Trezzi @arny_trezzi
$PLTR Net Dollar Retention 126%, down from 131%, seems scary 😳
Unless we unpack it:
• 116% Government
• 140% Commercial ✅
= Commercial business is stronger than it seems. 🏋️♂️ https://t.co/dvapBQysgI
2:39 PM · Aug 10, 2022
9 Reposts · 73 Likes
Arny Trezzi@arny_trezzi
$PLTR dilution is still high but below 10% for the first time.
3:55 PM · Aug 8, 2022
8 Reposts · 134 Likes
Arny Trezzi@arny_trezzi
$PLTR "Usage-Based Pricing" slide went from the Appendix to the beginning of the presentation.
I speculate combining pricing with Foundry for Builders could be the key to unlocking the mass market.
Why? 👇
1:43 PM · Aug 11, 2022
11 Reposts · 83 Likes
Arny Trezzi@arny_trezzi
$PLTR just launched Apollo for Builders.
3:59 PM · Aug 13, 2022
26 Reposts · 213 Likes
My Articles ✍️:
Palantir Cash Could Reduce Dilution
Palantir’s New Clients are Irrelevant
Palantir Q2: Really a Disaster?
PLTR Government slowdown: not Palantir's fault
PLTR: The Biggest Networks Start Small
Palantir SPACs' Crucial Role in the Network
PLTR Platforms Unleash Network Effects
My Videos 🎥:
PLTR Investor lifestyle 🤪:
Arny Trezzi@arny_trezzi
Preparing mentally to be broke after today’s $PLTR Earnings 🥲
8:25 AM · Aug 8, 2022
2 Reposts · 155 Likes
Arny Trezzi@arny_trezzi
Hiding from my $PLTR losses 😶🌫️
5:20 PM · Aug 23, 2022
89 Likes
Yours,
Arny
Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
Instagram: @arnylaorca
Email: arnylaorca@gmail.com
Discord Channel
View expresses are my own. Do not represent Financial Advice.
I own (many) PLTR 0.00%↑ stocks.
Love these! Bravo Frate