PLTR CheaTweets [September archive]
Top Tweets | Articles | Videos
My Top Tweets 🐥:
Arny Trezzi@arny_trezzi
$PLTR better than $MSFT $AMZN $GOOG in AI Software Sales by @IDC ranking.
Little @PalantirTech ahead of giants.
9:11 PM · Sep 20, 2022
59 Reposts · 445 Likes
Arny Trezzi@arny_trezzi
$PLTR is down ~60% from the beginning of the year and ~80% from its peak.
Meanwhile, @PalantirTech business grew +47% Revenues and 2x the Client Count from 20q4.
What caused the price disruption? Interest Rates.
3:24 PM · Sep 27, 2022
2 Reposts · 27 Likes
Arny Trezzi@arny_trezzi
$GOOG PANICS. $PLTR EATS 😄
@PalantirTech expands the $229mn contract previously managed by Google under the name "Project Maven".
1/x
4:26 PM · Sep 30, 2022
30 Reposts · 197 Likes
Arny Trezzi@arny_trezzi
$PLTR renews partnership with Homeland Security Investigations (HSI) to deal with:
• Human Trafficking;
• Drug Smuggling;
• Transnational Criminal Organizations.
$95.5mn over 5 years. HSI is PLTR's client since 2011.
@PalantirTech software for the good.
11:07 AM · Sep 26, 2022
19 Reposts · 145 Likes
Arny Trezzi@arny_trezzi
How many $15bn companies sit at the same table with Presidents?
$PLTR is tiny, but its influence is not.
Great spot, thanks @lordgri52420459
Gitanas Nausėda @GitanasNauseda
Met w/@PalantirTech representatives in New York. IT talent pool, infrastructure & resilient economy make 🇱🇹 a perfect spot for foreign IT companies to invest and grow. https://t.co/G52ElvixSI
4:33 PM · Sep 22, 2022
6 Reposts · 125 Likes
Arny Trezzi@arny_trezzi
$PLTR Government: It's Now or Never.
Mini 🧵
7:40 PM · Sep 25, 2022
15 Reposts · 126 Likes
Arny Trezzi@arny_trezzi
$ADBE pays $20bn for Figma, a design platform generating $400mn Revenues (~50x Price/Sales)
$PLTR is used in the most critical environments (like war): $15bn Market Cap while generating $500mn FCF (~30x Price/FCF).
Just to say.
1:31 PM · Sep 15, 2022
13 Reposts · 225 Likes
Arny Trezzi@arny_trezzi
$PLTR Commercial slowed down to +46% YoY from +54% in Q1 😳
Is Commercial doomed?
Mini 🧵
1:57 PM · Sep 12, 2022
15 Reposts · 74 Likes
Arny Trezzi@arny_trezzi
This is what basically $PLTR did with SPACs:
•$400mn investments now
•$768mn Deal Value to be collected in ~5 years (3-10y contracts)
•Meanwhile be invested in Equity which can go to 0 (some for sure) or to moon
Framed this way, SPACs don't seem so bad 🤔
What do you think?
Arny Trezzi @arny_trezzi
$PLTR poll:
Would you invest $400mn to get over $750mn over 10 years + Equity? 😃
7:15 PM · Sep 9, 2022
4 Reposts · 50 Likes
Arny Trezzi@arny_trezzi
$PLTR is Helping California Manage Wildfires 🔥
“Palantir’s technology even creates a “meta-constellation” of satellites that aggregates and analyzes imagery to help utilities and first responders”.
barrons.com/articles/calif…
barrons.com
Palantir Is Helping California Utilities Manage Wildfire Risks
1:50 PM · Sep 9, 2022
13 Reposts · 115 Likes
Arny Trezzi@arny_trezzi
Is $PLTR Buying Revenues from SPACs?
Mini 🧵
7:35 PM · Sep 7, 2022
11 Reposts · 78 Likes
Arny Trezzi@arny_trezzi
$PLTR $2.4bn Cash is a "war chest" 🫤
1:11 PM · Sep 1, 2022
8 Reposts · 109 Likes
My Articles ✍️:
PLTR Reverse DCF: what is the current price implying?
Is PLTR Commercial doomed? [part 1]
Is PLTR Commercial Doomed? [part 2]
PLTR: I made a mistake, but that's great news.
Palantir: Hunting Season is Open
PLTR in 2032: a jump in the future
Palantir Government: It's Now or Never
Laorca Portfolio [Sept. Update]
PLTR fights vs a tough competitor
My Videos 🎥:
PLTR Investor lifestyle 🤪:
Arny Trezzi@arny_trezzi
$PLTR is not for the weak 🏋️♂️
3:06 PM · Sep 23, 2022
69 Likes
Arny Trezzi@arny_trezzi
$PLTR bag secured 😎
6:39 PM · Sep 16, 2022
79 Likes
Arny Trezzi@arny_trezzi
When they try to convince me $PLTR is trash 😄
6:26 PM · Sep 10, 2022
3 Reposts · 96 Likes
Yours,
Arny
Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
Instagram: @arnylaorca
Business Email: arnylaorca@gmail.com
Discord Channel
View expresses are my own. Do not represent Financial Advice.
I own (many) PLTR 0.00%↑ stocks.