PLTR CheaTweets [June archive]
Top-10 Tweets | Articles | Videos
My Top-10 Tweets 🐥:
Arnaldo Trezzi@arny_trezzi
$PLTR valuation is getting cold 🥶
1/2
12:08 PM · Jun 1, 2022
9 Reposts · 121 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR existing Government clients expanded "only" 16% YoY in q1.
Dip or negative trend? 📉😳
1:20 PM · Jun 10, 2022
4 Reposts · 34 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR existing Commercial clients expanded 40% YoY in q1.
Spike or new trend? 📈
12:19 PM · Jun 9, 2022
6 Reposts · 68 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR existing clients expanded 25% YoY.
Few observations:
• '21 was anomalous due to Covid in Government biz;
• 22q1 drop probably due to DoD Budget delay;
• Commercial reached 140% NDR in 22Q1.
Crucial to monitor this metrics going forward.
Breakdown below 👇
1:23 PM · Jun 11, 2022
6 Reposts · 44 Likes
Arnaldo Trezzi@arny_trezzi
Many companies are reducing headcount by 10/20%.
$PLTR is adding 15%.
Power of cash 💰
1:26 PM · Jun 14, 2022
47 Reposts · 424 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR Mythology📽
"The OVERVALUATION"🥤😳
Written by trolls
1/2
2:10 PM · Jun 21, 2022
11 Reposts · 103 Likes
Arnaldo Trezzi@arny_trezzi
If inflation is at 8%, you need 8% FCF growth just to break even 😳🚨
Growth is the ultimate hedge against inflation.
1/2
3:29 PM · Jun 22, 2022
2 Reposts · 20 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR vs. Cloud peers ☁️🎯
Efficiency = Revenues Growth + FCF Margin
1/2
5:20 PM · Jun 15, 2022
5 Reposts · 50 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR potential catalyst.
NATO Countries to increase defence spending:
• 9 Allies now reach – or exceed – the 2% target.
• 19 Allies have clear plans to reach it by 2024.
"2% is increasingly considered a floor, not a ceiling."
The door is open. Go and conquer.
6:58 PM · Jun 27, 2022
5 Reposts · 76 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR
Army Selects Palantir to Build TITAN Program Competitive Prototype
8:33 PM · Jun 28, 2022
12 Reposts · 117 Likes
My Articles ✍️:
My Videos 🎥:
My Appearances 🎬:
Humour Tweets 🤪:
Arnaldo Trezzi@arny_trezzi
Life since I invested in $PLTR 😳⛰
2:43 PM · Jun 12, 2022
1 Repost · 140 Likes
Arnaldo Trezzi@arny_trezzi
When they tell you $PLTR is a penny stock 😗
6:09 PM · Jun 29, 2022
5 Reposts · 124 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR at $10.
I am less poor! 🥳
6:40 PM · Jun 24, 2022
4 Reposts · 251 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR is the next $MSFT.
Due diligence ✅🤷♂️
h/t @TheKameroon
9:59 PM · Jun 23, 2022
8 Reposts · 117 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR
2 positive analyst ratings in 2 days.
Should we be scared? 🧐
2:17 PM · Jun 22, 2022
7 Reposts · 129 Likes
Arnaldo Trezzi@arny_trezzi
$PLTR bag is less heavier when shared 💼
@ondrejslunecko
4:39 PM · Jun 30, 2022
1 Repost · 72 Likes
Arnaldo Trezzi@arny_trezzi
“Money can’t buy happiness” = FALSE.
It costs less than $10 like $PLTR 🍕
6:26 PM · Jun 19, 2022
3 Reposts · 82 Likes
Bravo Arny! 👏🏼