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".
5:06 PM · Dec 19, 2022
31 Reposts · 305 Likes
Arny Trezzi 🐬@arny_trezzi
$PLTR SBC is high but needed to dominate.
12:18 PM · Dec 13, 2022
7 Reposts · 112 Likes
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 🥸
11:01 AM · Dec 22, 2022
19 Reposts · 162 Likes
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
2:32 PM · Dec 2, 2022
17 Reposts · 121 Likes
Arny Trezzi 🐬@arny_trezzi
$PLTR follows $ARKK in the short term.
Like it or not, deal with it.
3:15 PM · Dec 27, 2022
2 Reposts · 82 Likes
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 🙃
12:15 PM · Dec 7, 2022
24 Reposts · 239 Likes
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 😃
12:12 PM · Dec 16, 2022
14 Reposts · 171 Likes
Arny Trezzi 🐬@arny_trezzi
$PLTR mood:
• at peak “SBC doesn’t matter;
• at bottom “SBC = uninvestable”
SBC matters, but FCF generation is king 👑
1:24 PM · Dec 13, 2022
1 Repost · 45 Likes
Arny Trezzi 🐬@arny_trezzi
$PLTR is a Double-Edged Sword ⚔️
Quality of Government Revenues.
Exponentiality of Commercial growth.
Combined.
2:33 PM · Dec 9, 2022
5 Reposts · 74 Likes
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."
11:14 PM · Dec 12, 2022
37 Reposts · 317 Likes
Arny Trezzi 🐬@arny_trezzi
" $PLTR puts our AI capabilities on steroids" - @GardaWorld CEO
The best marketing of all is happy customers 😊
10:57 PM · Dec 12, 2022
5 Reposts · 94 Likes
Arny Trezzi 🐬@arny_trezzi
The Cloud Sector is ~20% above its lowest absolute minimum.
Little downside, big upside.
7:38 PM · Dec 1, 2022
5 Reposts · 41 Likes
Arny Trezzi 🐬@arny_trezzi
$TSLA succeeded in being worse than $PLTR YTD.
That was tough 😅
11:33 AM · Dec 27, 2022
14 Reposts · 203 Likes
My Articles ✍️:
My Videos/Mentions/Participations 🎥:
Yours,
Arny
Not Financial Advice. I own (many) PLTR stocks.
Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
Join Emanuele20x on:
Twitter: @Emanuele20x
YouTube: @Emanuele20x
Substack: Emanuele’s Notepad
Awesome.. from one Pltr bull to another, TY!!!!!!
Another great analysis, Arny !! On average, when the media announes a mega deal for Palantir , such as the one with LMT or the NHS, how much of these jumbo deals are one off revenues, and how much is recurring revenues in the future? I am trying to understand when Palantir builds a software and delivers it to the client , is there a yearly charge for the client to keep using the software ? with gratitude