@arny_trezzi Arny Trezzi

Arny Trezzi posts on X about $pltr, palantir, ai, pltr the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

• [--] Week [---------] +265%
• [--] Month [---------] +862%
• [--] Months [---------] -57%
• [--] Year [----------] -48%

Mentions: [--] #

• [--] Week [--] +97%
• [--] Month [---] +120%
• [--] Months [---] -21%
• [--] Year [---] -71%

Followers: [------] #

• [--] Week [------] +1%
• [--] Month [------] +1.90%
• [--] Months [------] +18%
• [--] Year [------] +58%

CreatorRank: [-------] #

Social Influence

Social category influence stocks #4680 technology brands 16.54% finance 11.02% automotive brands 3.94% countries 2.36% celebrities 1.57% gaming 0.79% luxury brands 0.79% financial services 0.79% cryptocurrencies 0.79%

Social topic influence $pltr #24, palantir #488, ai #4269, pltr #22, this is #4628, ceo 5.51%, $hood 4.72%, to the #4712, interview 3.15%, $tsla 3.15%

Top accounts mentioned or mentioned by @michaeljburry @arnytrezzi @em013l @amitisinvesting @mikelguardiola @ssankar @qualityinvest5 @brkmystery @palantirbullets @deepvalue47 @davidb74129 @michaeljburrys @capexandchill @spacemanzn @mmmtwealth @10009nyny @benitoz @owlofthematrix @medercomments @noreason2bother

Top assets mentioned Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) AbCellera Biologics Inc. (ABCL) PayPal Holdings Inc (PYPL) Ferrari N.V. (RACE) RAI Finance (SOFI) Archer Aviation Inc. (ACHR) KKR & Co, Inc. (KKR)

Top Social Posts

Top posts by engagements in the last [--] hours

"There is SaaS then there is $PLTR:"
X Link 2026-02-02T21:31Z 56.5K followers, 34.4K engagements

"@mindthelongterm @michaeljburry @PalantirBullets Bombastically dangerous"
X Link 2026-02-13T13:36Z 56.5K followers, [----] engagements

"@michaeljburry Replying would be a great start 👍 https://x.com/arny_trezzi/status/1996547445518381358s=46&t=RMhf3lw6HEFQEwyOxS4Tww " $PLTR WILL COLLAPSE IN [--] YEARS." Legendary investor @michaeljburry just dropped a new interview with a legendary level of bullshit. Let's bury him: [--]. "It's the AI consulting thing." Burry can't understand that a consulting business doesn't have an 80% gross margin at https://t.co/t17VTcEG2o https://x.com/arny_trezzi/status/1996547445518381358s=46&t=RMhf3lw6HEFQEwyOxS4Tww " $PLTR WILL COLLAPSE IN [--] YEARS." Legendary investor @michaeljburry just dropped a new"
X Link 2026-02-10T07:31Z 56.5K followers, 19.4K engagements

"@michaeljburry Check out this killshot. https://x.com/arny_trezzi/status/2022284615231119581s=46&t=RMhf3lw6HEFQEwyOxS4Tww $PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the [--] worst takes: [--]. "Palantirs margins are not even SaaS-level but when Palantirs functionality succumbs to the commoditization of AI coding tools they will fall further." https://t.co/VK2iQf0fi6 https://x.com/arny_trezzi/status/2022284615231119581s=46&t=RMhf3lw6HEFQEwyOxS4Tww $PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the 10"
X Link 2026-02-14T11:53Z 56.5K followers, [----] engagements

"$PLTR makes me ✈"
X Link 2026-02-03T18:39Z 56.5K followers, 21K engagements

"@GenevaInvestor @michaeljburry 🎖"
X Link 2026-02-15T17:39Z 56.5K followers, [----] engagements

"" $PLTR WILL COLLAPSE IN [--] YEARS." Legendary investor @michaeljburry just dropped a new interview with a legendary level of bullshit. Let's bury him: [--]. "It's the AI consulting thing." Burry can't understand that a consulting business doesn't have an 80% gross margin at 50% FCF margin growing +60% while having fixed headcount. Legendarily embarrassing. [--]. "Palantir doesn't produce a product for AI. It was a lucky AI cover." Seems Burry spent more time writing tweets on Palantir than actually studying it. Palantir was doing AI before it was called "AI". The proof is in the old demos and the"
X Link 2025-12-04T11:49Z 56.5K followers, 578.5K engagements

"$PLTR SPELLS MAGIC"
X Link 2026-02-03T12:40Z 56.5K followers, 42.5K engagements

"@aleabitoreddit From legendary investor to legendary blocker"
X Link 2026-02-15T18:05Z 56.5K followers, [----] engagements

"$PLTR US Commercial has been loading up for 2y. Clients grew more than 2x but Revenues "only" by 74%. Is the catch-up INEVITABLE"
X Link 2024-05-11T18:24Z 56.5K followers, 51K engagements

"$PLTR will release its Q4 today. I've been obsessively studying the company for [--] years. Here are a few thoughts: [--]. Massive opportunity to shape the narrative While all enterprise SaaS say "AI" only Palantir it is proving it is delivering massive outcomes at scale in any industry. Palantir stock has been hit as fear has risen about SaaS companies. Karp can control the narrative by showing how Palantir's results keep diverging. Others continue their path. Palantir takes ground. [--]. Analysts keep underestimating I see analysts underestimating: the strength of growth; the durability of growth;"
X Link 2026-02-02T11:50Z 56K followers, 65.7K engagements

"$PLTR to casually deliver $700mn more Revenue than it initially guided. US Commercial dominates"
X Link 2026-02-02T15:43Z 56K followers, 38.6K engagements

"$PLTR DOMINATES. Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating"
X Link 2026-02-02T21:10Z 55.9K followers, 29.2K engagements

"What does $PLTR do PRRRRRRRRRRRRRRRRRRRRRR"
X Link 2026-02-02T21:40Z 56.5K followers, 11.2K engagements

"Inevitable. $PLTR US Commercial has been loading up for 2y. Clients grew more than 2x but Revenues "only" by 74%. Is the catch-up INEVITABLE https://t.co/6O3w4LSCGf $PLTR US Commercial has been loading up for 2y. Clients grew more than 2x but Revenues "only" by 74%. Is the catch-up INEVITABLE https://t.co/6O3w4LSCGf"
X Link 2026-02-03T13:07Z 56.5K followers, 29.9K engagements

"$PLTR Price/Earnings was 5x that of $PYPL. Yet it delivered a 9x Return. PayPal delivered 0%. P/E = recipe for disaster"
X Link 2026-02-03T13:41Z 56.5K followers, 17.5K engagements

"@TheTechInvest Maybe Burry is the bubble"
X Link 2026-02-03T13:56Z 55.9K followers, [----] engagements

"@ReneSellmann This sounds like a death sentence. Tier1 engineers would never work for a CEO like that. Only someone like Elon could flip it"
X Link 2026-02-03T20:23Z 56K followers, [----] engagements

"What are you buying 👀"
X Link 2026-02-04T17:11Z 56.5K followers, 42.8K engagements

"I bought 🍿"
X Link 2026-02-04T22:41Z 56.5K followers, [----] engagements

"@Citrini7 Building ships https://x.com/amitisinvesting/status/1998520830083420267s=46&t=RMhf3lw6HEFQEwyOxS4Tww $PLTR BREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. Ships OS will leverage Palantirs software to https://t.co/n01kg1CmW2 https://x.com/amitisinvesting/status/1998520830083420267s=46&t=RMhf3lw6HEFQEwyOxS4Tww $PLTR BREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding"
X Link 2026-02-06T08:24Z 55.9K followers, 17K engagements

"@QualityInvest5 SBC is accounting. Investors just need to focus on FCF per share"
X Link 2026-02-08T07:32Z 55.9K followers, [----] engagements

"@fanmindeng @QualityInvest5 $pltr had a similar dynamic of FCF turning more and more positive while SBC was high. Those who only focused on SBC now cry for missing the opportunity"
X Link 2026-02-09T15:57Z 55.9K followers, [---] engagements

"@QualityInvest5 This could help. Full article https://www.palantirbullets.com/p/when-will-palantir-sbc-ease https://www.palantirbullets.com/p/when-will-palantir-sbc-ease"
X Link 2026-02-09T21:30Z 55.9K followers, [---] engagements

"@CapexAndChill The fact they needed to buy Armis rather than building is a testament that their own AI capabilities to build software are not that strong"
X Link 2026-02-10T07:54Z 55.9K followers, [----] engagements

"@SpacemanZN @CapexAndChill Apples biggest acquisition was 3bn for Beats when it was $700bn. Small and strategical. SerciceNow and Snwflake are desperately buying capabilities because theres a delta between what they claim vs what they build"
X Link 2026-02-11T08:33Z 56.5K followers, [--] engagements

"@SpacemanZN @CapexAndChill Acquisitions are not bad per se. When a company claiming to be an "operating system" to build things on top shows it can't build them that's something I take notice"
X Link 2026-02-11T09:29Z 56K followers, [--] engagements

"@MMMTwealth $HOOD's numbers depend on how the market goes so those future estimates are by definition rubbish. https://x.com/arny_trezzi/status/1673346932633227264s=20 13/ $HOOD analysts see GAAP profitability in [----]. However forecasts for brokers are bullshit because a broker's numbers all depend on the trading activity which could change dramatically in little time (eg. during COVID). https://t.co/fBhJdOaCtE https://x.com/arny_trezzi/status/1673346932633227264s=20 13/ $HOOD analysts see GAAP profitability in [----]. However forecasts for brokers are bullshit because a broker's numbers all"
X Link 2026-02-11T10:46Z 56K followers, [----] engagements

"@10009nyny @MMMTwealth On the contrary"
X Link 2026-02-11T13:21Z 56K followers, [--] engagements

"@NetWorthNotes Worried I dont have enough shares"
X Link 2026-02-11T13:51Z 56K followers, [----] engagements

"@buccocapital Prediction market speaks to a young demographic. That could be a great way to acquire customers at a low CAC with those customers then growing within the ecosystem. ABC"
X Link 2026-02-12T12:38Z 56K followers, [----] engagements

"@YahooFinance His reasoning capabilities are completely gone"
X Link 2026-02-13T09:09Z 56.4K followers, [----] engagements

"@michaeljburry I read it. It's burryshit 👇 https://x.com/arny_trezzi/status/2022284615231119581 $PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the [--] worst takes: [--]. "Palantirs margins are not even SaaS-level but when Palantirs functionality succumbs to the commoditization of AI coding tools they will fall further." https://t.co/VK2iQf0fi6 https://x.com/arny_trezzi/status/2022284615231119581 $PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the [--] worst takes: [--]. "Palantirs margins are not even"
X Link 2026-02-13T12:39Z 56.5K followers, [----] engagements

"RT @MikeLeeStrategy: Brief & decisive takedown of Michael Burrys nonsense on #PLTR"
X Link 2026-02-13T13:32Z 56.5K followers, [--] engagements

"@em013L 4% dilution is just dumb at this point. So his thesis is actually bullish 🤣"
X Link 2026-02-13T18:11Z 56.5K followers, [----] engagements

"@Mayhem4Markets Burry is making his best job into proving he is himself a bubble"
X Link 2026-02-13T18:26Z 56.5K followers, [----] engagements

"@pip_net Spoiler. Hood is the disruptor in prediction markets"
X Link 2026-02-13T19:50Z 56.4K followers, [----] engagements

"@DeepValue47 @PLTRs_Palantir @dsmiley411 Too scared to do it. Burrito is actually a pussy"
X Link 2026-02-14T03:53Z 56.5K followers, [----] engagements

"RT @JackPrescottX: Michael Burry: Palantir is not a real AI company Palantir:"
X Link 2026-02-14T17:25Z 56.5K followers, [--] engagements

"+895% vs s&p500. I got lucky with $PLTR. I got lucky with $HOOD. I got lucky with $TSLA. I got lucky with $ABCL"
X Link 2025-10-02T10:49Z 56.5K followers, 297.3K engagements

"@mesopotamia_man @michaeljburry Exactly. As long as there is no FCF issue palantir is in the position to say we show you we provide value you pay us later It would be worrying if you didnt have all that backlog from RPOs. Current RPO (to be rec in 12m) is 2x yoy 7bn cash in the bank speaks for itself"
X Link 2026-02-14T17:21Z 56.5K followers, [--] engagements

"@benitoz @em013L "In that case Palantirs ontology cannot overcome the core hallucination problem in the underlying LLMs AIP uses." This indicates how much he understands about ontology"
X Link 2026-02-14T22:42Z 56.5K followers, [--] engagements

"@Mufasa_Capital 😅"
X Link 2026-02-15T08:54Z 56.5K followers, [---] engagements

"$PLTR Q3 deal activity was 🔥🔥🔥 Here are the deals you need to know before Monday: Up to $10bn for 10y with the Army to consolidate [--] contract vehicles; $1bn with the UKs Ministry of Defense to supply military AI technology; $100mn sole contract opportunity from the IRS; $100mn US Army for Next-Gen Comm. and Control with Anduril; $25mn with the police in Baden-Wrttemberg (Germany); 500k-a-year with the Coventry (UK) city council; 5y expansion with Lear to globally use Warp Speed; SOMPO multi-year expansion; Fujitsu extension to provide AIP in Japan; Babcock partnership to deploy Warp"
X Link 2025-10-29T15:07Z 56.5K followers, 91.5K engagements

"Every SaaS says AI. Only $PLTR delivers"
X Link 2026-01-19T16:06Z 56.5K followers, 105.4K engagements

"@Lootster @michaeljburry @PalantirBullets Call of duty"
X Link 2026-02-13T12:28Z 56.5K followers, [----] engagements

"@amitisinvesting Us reading the report"
X Link 2026-02-14T17:59Z 56.5K followers, 22.8K engagements

"@RJCcapital How come I am the only unblocked one 🥲"
X Link 2026-02-14T20:44Z 56.5K followers, [----] engagements

"@Couch_Investor Value bubble 😅"
X Link 2026-02-15T01:15Z 56.5K followers, [----] engagements

"@howardlindzon Spacs = $2mn of $1.5bn revenue. Truly a massive impact 🤣"
X Link 2026-02-15T16:50Z 56.5K followers, [----] engagements

"@KimDotcom "Trusted partner for this publication" by Michael Burry 🤣"
X Link 2026-02-15T23:23Z 56.5K followers, 127.1K engagements

"$PLTR x $RACE = 🏆"
X Link 2024-09-02T17:31Z 56.5K followers, 70.5K engagements

"$PLTR Q4 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: $200mn with Lumen to support AI in complex multi-cloud environments; $100mn sole contract from the IRS; $44mn deal with the US Navy to provide Ship OS; $NVDA partnership to operationalize AI; Teton Ridge partnership in collaboration with TWG AI and Nvidia; DGSI (Frances intelligence) multi-year renewal with the DGSI; AIG expansion to assess portfolio risks; Cubic partnership to deliver outcomes to shared military customers; Accenture extension by forming the Accenture Palantir Business"
X Link 2026-01-30T11:49Z 56.5K followers, 107.9K engagements

"$PLTR investors today:"
X Link 2026-02-03T20:18Z 56.5K followers, 14.6K engagements

"RT @amitisinvesting: $PLTR PALANTIR EXTENDS THEIR PARTNERSHIP WITH AIRBUS FOR $1B [--] YEARS. Skywise was one of the first operating sys"
X Link 2026-02-10T23:34Z 56.5K followers, [---] engagements

"$PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the [--] worst takes: [--]. "Palantirs margins are not even SaaS-level but when Palantirs functionality succumbs to the commoditization of AI coding tools they will fall further." [--]. "The result is a Net Dollar Retention surge from 107% to 139%. [---] is extraordinary. It is also suspect. Such heights are rarely sustained and almost always associated with base effects. [--]. "Not enough bandwidth That sounds exactly like a consultancy. Not enough integration engineers not enough Palantir people to customize"
X Link 2026-02-13T12:19Z 56.5K followers, 604K engagements

"@tenaglia_john @jawwwn_ @michaeljburry @PalantirBullets Maybe I should thank him for the opportunity 🤣"
X Link 2026-02-13T18:15Z 56.5K followers, [----] engagements

"$PLTR is only +12% YoY but its EPS grew 8x"
X Link 2026-02-13T19:31Z 56.5K followers, 67.9K engagements

"RT @amitisinvesting: $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny"
X Link 2026-02-14T17:51Z 56.5K followers, [---] engagements

"@em013L Legendary 🔥"
X Link 2026-02-14T20:50Z 56.5K followers, [----] engagements

"Is Burry nervous"
X Link 2026-02-14T22:44Z 56.5K followers, 61.8K engagements

"@jawwwn_ Confident investors welcome adverse informed opinions. His blockage is telling"
X Link 2026-02-14T22:52Z 56.5K followers, [----] engagements

"@realroseceline Burry wrote a long inaccurate article on $PLTR. The community broke it down. He has never replied but like this https://x.com/michaeljburry/status/2022788072572682350 https://x.com/michaeljburry/status/2022788072572682350"
X Link 2026-02-15T00:25Z 56.5K followers, [----] engagements

"@amitisinvesting @Mindset4Money_X Tell me someone is desperate without telling me"
X Link 2026-02-15T08:59Z 56.5K followers, [----] engagements

"@cb_doge A model can be changed in a click within $pltr AIP"
X Link 2026-02-15T09:24Z 56.5K followers, [----] engagements

"@cryptorover https://x.com/ssankar/status/2023218231117488223s=46&t=RMhf3lw6HEFQEwyOxS4Tww This is peak @KimDotcom: nuclear-grade claims zero evidence maximum "trust me bro" energy and a side of "any day now" copium. You're "chosen as a trusted partner" for this dump to Russia/China .the guy who predicted Hillary's arrest Seth Rich leaks and Mueller's https://x.com/ssankar/status/2023218231117488223s=46&t=RMhf3lw6HEFQEwyOxS4Tww This is peak @KimDotcom: nuclear-grade claims zero evidence maximum "trust me bro" energy and a side of "any day now" copium. You're "chosen as a trusted partner" for"
X Link 2026-02-16T09:17Z 56.5K followers, 13.2K engagements

"$PLTR announced a new product to reindustrialize America. Warp Speed is the operating system for the modern manufacturer. What do we know so far Warp Speed offers the critical enterprise software manufacturing companies use to produce goods. CTO @ssankar in the Q4 call: "It touches not just ERP but also MES PLM PLCs so it's interacting with the factory floor." Here is what these software are and the key players: ERP (=Enterprise Resource Management): SAP IFS Oracle MES (=Manufacturing Execution System): Siemens SAP Oracle PLM (=Product Lifecycle Management): Aras Siemens SAP PLC (Programmable"
X Link 2024-09-11T20:41Z 56.5K followers, 100.2K engagements

"$PLTR CEO: "We believe Palantir is going to be 10x BIGGER""
X Link 2024-09-12T15:39Z 56.5K followers, 122.8K engagements

"❗ $PLTR CEO new interview just before AIPCon 5:"
X Link 2024-09-12T15:54Z 56.5K followers, 89.1K engagements

"$PLTR hinted at @amitisinvesting 🔥 "We have the leader of our retail movement here" Proud of you"
X Link 2024-09-12T17:15Z 56.5K followers, 71K engagements

"$PLTR CTO @ssankar: "China and Russia don't have a Palantir.""
X Link 2024-10-08T15:23Z 56.5K followers, 61.2K engagements

"$PLTR CTO @ssankar new brilliant interview at @CNBC:"
X Link 2024-10-08T15:31Z 56.5K followers, 232.2K engagements

"$PLTR from bag to five-bagger ❤"
X Link 2024-10-09T13:36Z 56.5K followers, 55.8K engagements

"All $PLTR investors are in green. Are you selling"
X Link 2024-10-09T19:49Z 56.5K followers, 150.8K engagements

"$PLTR will release its Q3 results on Monday November 4th after market close. Are you ready 👀"
X Link 2024-10-14T20:07Z 56.5K followers, 69.1K engagements

"$PLTR CEO goes wild for [--] minutes:"
X Link 2024-10-24T21:48Z 56.5K followers, 207.1K engagements

"$PLTR BUBBLE POPPED 😂"
X Link 2024-11-04T21:10Z 56.5K followers, 66K engagements

"$PLTR CEO Alex Karp:"
X Link 2024-11-04T21:20Z 56.5K followers, 212.2K engagements

"When you have a $28 price target on $PLTR:"
X Link 2024-11-04T21:39Z 56.5K followers, 53.6K engagements

"Will $PLTR break $50 tomorrow"
X Link 2024-11-05T00:07Z 56.5K followers, 59.7K engagements

"$PLTR she is a six-bagger ❤"
X Link 2024-11-05T15:16Z 56.5K followers, 60.2K engagements

"$PLTR is outperforming $NVDA YTD 🤯"
X Link 2024-11-05T18:12Z 56.5K followers, 121.3K engagements

"❗ $PLTR receives the highest FedRAMP Authorization. This enables Palantir to provide any product to the US Government even for the most sensitive workloads. Palantir Federal Cloud Service (PFCS) delivers AIP Apollo Foundry Gotham in a few days. Palantir Federal Cloud Service Supporting Services (PFCS-SS) allows the delivery of best-of-breed commercial software to federal government customers as a secure cloud service at the FedRAMP High baseline. Government TAM is huge"
X Link 2024-12-03T12:08Z 56.5K followers, 85.1K engagements

"$PLTR IS THE #1 DEFENSE CONTRACTOR"
X Link 2024-12-03T15:19Z 56.5K followers, 193.7K engagements

"$PLTR: are you buying here 😆"
X Link 2024-12-03T19:04Z 56.5K followers, 129.5K engagements

"$PLTR she is a nine-bagger ❤"
X Link 2024-12-06T14:42Z 56.5K followers, 61.4K engagements

"$PLTR x DOGE 👀"
X Link 2024-12-08T22:42Z 56.5K followers, 77.9K engagements

"$PLTR destroyed my investing journey. Every other company I study seems so weak or soulless in comparison. Who else suffers from Palantite What is the worst downgrade of all time What is the worst downgrade of all time"
X Link 2024-12-13T14:03Z 56.5K followers, 156.8K engagements

"$PLTR $57mn from the Air Force 💥💥 Palantir $PLTR was just awarded [--] modifications to contacts with the Air Force worth a combined $57.3 Million https://t.co/J2HLm7Scay Palantir $PLTR was just awarded [--] modifications to contacts with the Air Force worth a combined $57.3 Million https://t.co/J2HLm7Scay"
X Link 2024-12-13T22:28Z 56.5K followers, 22.2K engagements

"@EquityBrian $57mn for [--] months is worth a lot of attention"
X Link 2024-12-14T00:13Z 56.5K followers, [---] engagements

"THIS IS RIDICULOUS"
X Link 2024-12-20T19:22Z 56.5K followers, 155.3K engagements

"$PLTR IS MY FIRST [--] BAGGER ❤❤❤ I've been dreaming for 10y years for this moment. Thank you for sharing this journey"
X Link 2024-12-24T14:39Z 56.5K followers, 179K engagements

"$PLTR did it again. DeepSeek makes it clear something that Palantir's management has been saying for months: [--]. AI models are set to become commodities. [--]. All the value will accrue to the application and workflow layer = helping organizations orchestrate K-LLMs to deliver output. [--]. You need ontology's security to ensure the LLMs can only see what they can see (CCP no thanks). "The real value will be in the intersection between your business logic your business norms/laws/ethics and the LLMs." Alex Karp Apr 23: "People have it wrong. They think all the value is in the LLMs. AI models are"
X Link 2025-01-28T00:10Z 56.5K followers, 383.1K engagements

"$PLTR thesis approved by Elon 👍"
X Link 2025-01-28T23:14Z 56.5K followers, 59K engagements

"$PLTR SPOTLIGHTED BY @ClevelandClinic CEO: "This is the first commercially viable AI product co-developed by Cleveland Clinic." "With Palantir we created a digital twin of the most complex hospital." What does it mean Palantir and Cleveland built a Virtual Command Center to orchestrate hospital operations. This tool achieved terrific results: +7.6% patient transfers to the main campus; [---] minutes in ER waiting time; -40% time of unused orthopedic OR. We can think of it as the hospital operating system to: - manage patient flows; - organize nurses and doctors efficiently; - maximize the"
X Link 2025-01-28T23:46Z 56.5K followers, 274K engagements

"$PLTR : HOLY SH1T"
X Link 2025-02-03T21:37Z 56.5K followers, 75.4K engagements

"Happy $PLTR CEO to retail investors: "WE ARE DOING IT" ❤❤❤"
X Link 2025-02-03T22:47Z 56.5K followers, 48.1K engagements

"$PLTR DEFIES GRAVITY: Revenues accelerated to 36% while margins expanded to 45%. "They may have to rewrite the Rule of 40" - Karp"
X Link 2025-02-03T23:36Z 56.5K followers, 60.3K engagements

"When I bought $PLTR at $8 I was criticized for buying at 35x EV/FCF [----]. I was buying at 10x FCF [----]. That's value investing"
X Link 2025-02-07T11:28Z 56.5K followers, 69.1K engagements

"$HOOD is becoming what $SOFI only promised. Big Tech of Finance"
X Link 2025-02-13T11:51Z 56.5K followers, 273.8K engagements

"🚨 $PLTR partners with Societe Generale leading French bank"
X Link 2025-03-04T12:07Z 56.5K followers, 57.3K engagements

"🚨 $PLTR delivers the first two TITAN trucks to the US Army. Palantir won the $178mn prime contract in Mar24 to build [--] TITANs by [----]. The potential full-rate production is 100-150 units. TITAN could be a $2bn deal 😳"
X Link 2025-03-07T12:19Z 56.5K followers, 297.4K engagements

"$PLTR partners with $ACHR to leverage Foundry and AIP. Time to fly 🚀"
X Link 2025-03-13T12:44Z 56.5K followers, 94.3K engagements

"$PLTR and $KKR are officially clients. This could be the most strategic relationship I've seen: [--]. KKR is HUGE KKR is the 2nd world's biggest alternative investor with +$600bn under management. KKR has +700 companies in its funds grok says. [--] company = infinite access. [--]. KKR is a tier [--] operator KKR specializes in Private Equity which takes control of the companies it invests to set the direction (and potentially push Palantir adoption). [--]. KKR is diversified KKR portfolio companies span virtually every sector from infrastructure to healthcare to financial services = complexity [--]. KKR is"
X Link 2025-03-14T12:44Z 56.5K followers, 110.9K engagements

"$PLTR US Gov is moving 👀 🚨 The Department of Justice intends to award Palantir a sole source contract 🚨 https://t.co/DCiMQfcKdg 🚨 The Department of Justice intends to award Palantir a sole source contract 🚨 https://t.co/DCiMQfcKdg"
X Link 2025-03-18T12:41Z 56.5K followers, 71.8K engagements

"$PLTR makes America great again"
X Link 2025-03-19T15:05Z 56.5K followers, 50.1K engagements

"Is $PLTR being used by @DOGE A few reflections: [--]. Palantir has been built for this. Since its origins Palantir has excelled at integrating with complexity and spotting anomalies. The ontological view allows one to identify where value is created or destroyed. To identify waste at scale you need the ontology of the government agencies. [--]. Multiple hints that Palantir is involved: Palantir management posts on socials about DOGE Article about young PLTR engineers around the White House Elon and Karp are very close now Elon is interacting with Palantir's account. a lot Karp is extremely"
X Link 2025-03-24T12:45Z 56.5K followers, 79.2K engagements

"Arny couldnt get a job in a hedge fund. Arny:"
X Link 2025-03-26T11:33Z 56.5K followers, 281.2K engagements

"Never bet against Musk. $TSLA Never bet against Karp. $PLTR Never bet against Vlad. $HOOD Bet on them"
X Link 2025-03-31T19:11Z 56.5K followers, 100K engagements

"🚨 $PLTR SIGNS A DEAL WITH NATO: AI-enabled warfighting system to provide a common data enabled warfighting capability to the Alliance. Only [--] months from outlining the requirement to acquiring the system. HUGE. EARLY"
X Link 2025-04-14T11:41Z 56.5K followers, 387.5K engagements

"Back to this BS Sigh"
X Link 2025-04-25T10:00Z 56.4K followers, 76.1K engagements

"$PLTR Q1 deals activity was WILD 🔥 Here are the contracts you need to know before the earnings release (Monday): Qualcomm partnership for edge AI; Databricks product partnership; TWG Global partnership; Societe Generale partnership; R1 partnership to launch R37; Second cohort of WarpSpeed customers announcement: Epirus; Red Cat; Saildrone; Saronic; SNC; Ursa Major. UK Ministry of Defense for Nordic Warden. Korean giant KT partnership to deploy AI; HD Hyundai's enhanced partnership on AI shipbuilding; Everfox partnership to deploy Mission Manager; Ondas AI partnership for autonomous systems;"
X Link 2025-05-02T10:17Z 56.5K followers, 63.3K engagements

"Arny you are just lucky"
X Link 2025-05-16T11:56Z 56.5K followers, 123.6K engagements

"Choose one and hold for [--] years: $PLTR at 200x P/E $TSLA at 161x P/E $COST at 55x PE $NVDA at 31x P/E $GOOG at 18x P/E Which will perform best"
X Link 2025-05-21T13:05Z 56.5K followers, 737K engagements

"Software 101:"
X Link 2025-05-26T10:52Z 56.5K followers, 114.6K engagements

"Waiting $PLTR takes off in Europe"
X Link 2025-06-16T11:02Z 56.5K followers, 63.1K engagements

"I BOUGHT MY FIRST $HOOD STOCK TOKEN"
X Link 2025-06-30T15:54Z 56.5K followers, 482.4K engagements

"I built my first $PLTR Ontology 🥹"
X Link 2025-07-01T17:58Z 56.5K followers, 92.7K engagements

"+645% vs sp500. You dont need options or leverage to make decent returns. You need convinction. Mine is in $PLTR $HOOD $TSLA $ABCL"
X Link 2025-07-18T12:50Z 56.5K followers, 136.3K engagements

"$PLTR is the 20th most valuable US company. [--] to go"
X Link 2025-07-25T22:20Z 56.5K followers, 101K engagements

"$PLTR Q2 earnings visualized:"
X Link 2025-08-05T10:22Z 56.5K followers, 29.8K engagements

"$PLTR innovates more while spending less. It's called dominance"
X Link 2025-08-07T13:09Z 56.5K followers, 81.2K engagements

"There is no next $PLTR"
X Link 2025-08-08T10:36Z 56.5K followers, 86.4K engagements

"$PLTR should drop 75%. @CitronResearch wrote that comparing Palantir with OpenAI the stock is worth $40. This is the most ridiculous article I have read: [--]. Palantir would be fortunate to achieve the same valuation multiple as OpenAI. OpenAI generates $12bn while burning $8bn per year. PLTR generated $4bn ARR at +30% GAAP Profit margin. How can you compare EV/Sales without mentioning this tiny detail [--]. Palantir competes in the enterprise space with lumpy less scalable revenue. Palantirs US Commercial +93% YoY at $1.2bn ARR. Scalable enough [--]. PLTRs reliance on the Government is a negative."
X Link 2025-08-20T14:33Z 56.5K followers, 197.9K engagements

"There are software companies then there is $PLTR"
X Link 2025-11-03T21:17Z 56.5K followers, 83.5K engagements

"The last thing $PLTR short sellers will see:"
X Link 2025-11-05T14:04Z 56.5K followers, 90.6K engagements

"$PLTR +9% Burry is now Burny Me watching Burrys $PLTR short: https://t.co/nlddYbOQpD Me watching Burrys $PLTR short: https://t.co/nlddYbOQpD"
X Link 2025-11-10T15:30Z 56.5K followers, 239.7K engagements

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