PLTR CheaTweets [November archive]
Top Tweets | Articles | Videos
My Top Tweets 🐥:
Arny Trezzi 🐬@arny_trezzi
$PLTR is LAYING OFF.
Oh, wait 😳
4:21 PM · Nov 8, 2022
8 Reposts · 118 Likes
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.
12:07 PM · Nov 30, 2022
7 Reposts · 127 Likes
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🙂
3:30 PM · Nov 8, 2022
15 Reposts · 135 Likes
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.
12:08 PM · Nov 8, 2022
4 Reposts · 97 Likes
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
4:02 PM · Nov 7, 2022
5 Reposts · 72 Likes
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…
7:54 PM · Nov 24, 2022
3 Reposts · 51 Likes
Arny Trezzi 🐬@arny_trezzi
2/ $PLTR SBC reached a relative minimum of $140mn.
7:50 PM · Nov 15, 2022
2 Reposts · 17 Likes
Arny Trezzi 🐬@arny_trezzi
4/ $PLTR vs. GAAP Profitability:
Revenue must keep growing while SBC stabilises.
8:00 PM · Nov 15, 2022
1 Repost · 19 Likes
Arny Trezzi 🐬@arny_trezzi
3/ $PLTR SBC reached 29% of Revenues (47% last year).
= still high, but improving every quarter.
7:52 PM · Nov 15, 2022
21 Likes
Arny Trezzi 🐬@arny_trezzi
$PLTR "Gotham was mission essential" - USMC Veteran.
Interesting comments on YT.
6:59 PM · Nov 13, 2022
6 Reposts · 81 Likes
Arny Trezzi 🐬@arny_trezzi
1/ $PLTR Q3: Digest the "DISASTER".
What happened to US Commercial? 👇
5:33 PM · Nov 11, 2022
32 Reposts · 158 Likes
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
3:53 PM · Nov 29, 2022
36 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 Marabella
Ha ha ...i agree!! I am approaching 20k shares, continuing buying weekly under $8, feel that there is a HUGE upside in 3-5 years. Appreciate you hard work and content.
Thanks for the update and research Arny and Emmanuel. Great time to DCA at these prices while pltr is off the radar screens for many analysts and investors.