My Top-10 Tweets š„:
![Twitter avatar for @arny_trezzi](https://substackcdn.com/image/twitter_name/w_96/arny_trezzi.jpg)
$PLTR existing clients expanded 25% YoY.
Few observations:
ā¢ '21 was anomalous due to Covid in Government biz;
ā¢ 22q1 drop probably due to DoD Budget delay;
ā¢ Commercial reached 140% NDR in 22Q1.
Crucial to monitor this metrics going forward.
Breakdown below š
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFU-WTTvWQAMHJAY.jpg)
![Twitter avatar for @arny_trezzi](https://substackcdn.com/image/twitter_name/w_96/arny_trezzi.jpg)
If inflation is at 8%, you need 8% FCF growth just to break even š³šØ
Growth is the ultimate hedge against inflation.
1/2
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFV3elOiWIAMTT_Y.jpg)
![Twitter avatar for @arny_trezzi](https://substackcdn.com/image/twitter_name/w_96/arny_trezzi.jpg)
$PLTR potential catalyst.
NATO Countries to increase defence spending:
ā¢ 9 Allies now reach ā or exceed ā the 2% target.
ā¢ 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.
![Image](https://substackcdn.com/image/fetch/w_600,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FFWR-m0QXEAAJakS.jpg)
My Articles āļø:
My Videos š„:
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Bravo Arny! šš¼