PLTR CheaTweets [December archive]

Top Tweets | Articles | Video

My Top Tweets 🐥:

Arny Trezzi 🐬 @arny_trezzi

$PLTR down 7% 😳 What I see: $1.3bn Deal Closed during a war and a "recession".

Arny Trezzi 🐬 @arny_trezzi

$PLTR SBC is high but needed to dominate.

Arny Trezzi 🐬 @arny_trezzi

Bank of America on $PLTR at $6: "Buy Defence and get Commercial FOR FREE". BofA is the only bank which sees beyond the "unprofitable growth tech" label. Look beyond the surface 🥸

Arny Trezzi 🐬 @arny_trezzi

$PLTR's Skywise is the best example of what an open platform can achieve. Born in 2017, Skywwise connects: +140 airlines; +10.000 aircraft; +26.900 users using the platform. More users = stronger network effects ⚙️⚙️⚙️ @PalantirTech @Airbus

Arny Trezzi 🐬 @arny_trezzi

$PLTR follows $ARKK in the short term. Like it or not, deal with it.

Arny Trezzi 🐬 @arny_trezzi

$PLTR expands in Healthcare with a $443mn contract for 5y with @CDCgov. Healthcare is @PalantirTech's second biggest vertical after Defence with ~17% of Revenues as of 221H. Ready for the next one 🙃

Arny Trezzi 🐬 @arny_trezzi

$PLTR partners with Integrity Mold & Tool. • multi-year, multi-million dollar deal; • optimize factory operations, sales, product design; • Integrity is SMALL: $170mn Revenues in '23. @PalantirTech is going mass market 😃

Arny Trezzi 🐬 @arny_trezzi

$PLTR mood: • at peak “SBC doesn’t matter; • at bottom “SBC = uninvestable” SBC matters, but FCF generation is king 👑

Arny Trezzi 🐬 @arny_trezzi

$PLTR is a Double-Edged Sword ⚔️ Quality of Government Revenues. Exponentiality of Commercial growth. Combined.

Arny Trezzi 🐬 @arny_trezzi

$PLTR Karp on the stock: "Wall Street is ignoring we are printing FCF, growing our client base, disrupting our markets, winning the best partners. Of course markets shift. I am very bullish on the long-term outlook of @PalantirTech."

Arny Trezzi 🐬 @arny_trezzi

" $PLTR puts our AI capabilities on steroids" - @GardaWorld CEO The best marketing of all is happy customers 😊

Arny Trezzi 🐬 @arny_trezzi

The Cloud Sector is ~20% above its lowest absolute minimum. Little downside, big upside.

Arny Trezzi 🐬 @arny_trezzi

$TSLA succeeded in being worse than $PLTR YTD. That was tough 😅

My Articles ✍️:

• Ouch

• Analysts are Confused, UK Defence | Palantir Bullets #6

• Palantir: the Truth Behind the Surface

• Mass Market, $1 trillion in Defence | Palantir Bullets #5

• Palantir: We Can See the Future

• JWCC Miss, Healthcare Contract Rain | Palantir Bullets #4

• No Commercial, No Palantir.

• Palantir's Skywise: the Runway to Monopolize the Sky

My Videos/Mentions/Participations 🎥:

Yours,
Arny

Not Financial Advice. I own (many) PLTR stocks.

Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing

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