PLTR CheaTweets [November archive]

Top Tweets | Articles | Videos

My Top Tweets 🐥:

Arny Trezzi 🐬 @arny_trezzi

$PLTR is LAYING OFF. Oh, wait 😳

Arny Trezzi 🐬 @arny_trezzi

$PLTR deepens its partnership with Lockheed Martin $LTM to empower the Aegis Combat system with Palantir Apollo. Apollo makes us fly.

Arny Trezzi 🐬 @arny_trezzi

“JWCC to be awarded in ~30 days" - Pentagon CIO JWCC is a $9bn multi-vendor DoD contract for enterprise cloud capability to operate at all three security classifications (top secret, secret, unclassified). Only $PLTR $AMZN $MSFT can operate there. Avoid the noise🙂

Arny Trezzi 🐬 @arny_trezzi

$PLTR expands partnership with @WesTrac_Cat, WesTrac is an Australian provider of heavy mobile equipment and aftermarket services to the mining and construction sectors. Client since 2021.

Arny Trezzi 🐬 @arny_trezzi

$PLTR Top 20 Clients are huge (~$48mn/y on avg) and still growing +15%. Remaining clients generate, on avg, $3mn. = plenty of room to grow over time

Arny Trezzi 🐬 @arny_trezzi

$PLTR 's EV/Sales is ~57% cheaper than at DPO. Can it drop much further? 👉New article arnytrezzi.substack.com/p/palantir-val…

Arny Trezzi 🐬 @arny_trezzi

2/ $PLTR SBC reached a relative minimum of $140mn.

Arny Trezzi 🐬 @arny_trezzi

4/ $PLTR vs. GAAP Profitability: Revenue must keep growing while SBC stabilises.

Arny Trezzi 🐬 @arny_trezzi

3/ $PLTR SBC reached 29% of Revenues (47% last year). = still high, but improving every quarter.

Arny Trezzi 🐬 @arny_trezzi

$PLTR "Gotham was mission essential" - USMC Veteran. Interesting comments on YT.

Arny Trezzi 🐬 @arny_trezzi

1/ $PLTR Q3: Digest the "DISASTER". What happened to US Commercial? 👇

Arny Trezzi 🐬 @arny_trezzi

$PLTR Foundry is increasingly being used 👨‍💻📊 @StackOverflow is where developers ask questions. Queries on @PalantirTech: •2 in '19 •116 in '20 •119 in '21 •296 queries YTD'22

My Articles ✍️:

• Ferrari, NHS and Insider Selling | Palantir Bullets #2

• Palantir Valuation Tracker [November]

• Laorca Announcement

• Palantir Bullets #1

• Palantir: the QoQ Decline

• PLTR Dilution Tracker [Q3]

• Palantir Q3 Slowdown: Another Disaster?

• Laorca Portfolio Update [November]

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 Marabella