#  @Frugalbuck Eddie Eddie posts on X about $pltr, $sofi, palantir, $upst the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1461823706318000128/interactions)  - [--] Week [-----] -65% - [--] Month [------] +16% - [--] Months [-------] +355% - [--] Year [-------] -63% ### Mentions: [--] [#](/creator/twitter::1461823706318000128/posts_active)  - [--] Week [--] +81% - [--] Month [--] +57% - [--] Months [---] +114% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::1461823706318000128/followers)  - [--] Week [-----] +0.20% - [--] Month [-----] +0.71% - [--] Months [-----] +3.60% - [--] Year [-----] +6.20% ### CreatorRank: [---------] [#](/creator/twitter::1461823706318000128/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 89.47% [finance](/list/finance) 21.05% [technology brands](/list/technology-brands) 21.05% [cryptocurrencies](/list/cryptocurrencies) 4.39% [currencies](/list/currencies) 1.75% [musicians](/list/musicians) 1.75% [countries](/list/countries) 0.88% [fashion brands](/list/fashion-brands) 0.88% [social networks](/list/social-networks) 0.88% [products](/list/products) 0.88% **Social topic influence** [$pltr](/topic/$pltr) 56.14%, [$sofi](/topic/$sofi) #161, [palantir](/topic/palantir) 18.42%, [$upst](/topic/$upst) #35, [imo](/topic/imo) 7.89%, [$bmnr](/topic/$bmnr) #109, [$lc](/topic/$lc) #3, [lee](/topic/lee) 4.39%, [if you](/topic/if-you) 4.39%, [the most](/topic/the-most) 4.39% **Top accounts mentioned or mentioned by** [@timsweeneytar](/creator/undefined) [@tim_sweeney_tar](/creator/undefined) [@deemahdee1](/creator/undefined) [@datadinvesting](/creator/undefined) [@siweiyang](/creator/undefined) [@winnerinvestor](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@eofarmer](/creator/undefined) [@tigster92](/creator/undefined) [@financeintell](/creator/undefined) [@mattmala](/creator/undefined) [@fundstrat](/creator/undefined) [@phtwi94663](/creator/undefined) [@galaxyorion](/creator/undefined) [@julianklymochko](/creator/undefined) [@thekameroon](/creator/undefined) [@vinceisbullish](/creator/undefined) [@sofi](/creator/undefined) [@br1sse](/creator/undefined) [@crawlingtrds](/creator/undefined) **Top assets mentioned** [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [RAI Finance (SOFI)](/topic/$sofi) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/$eth) [Snowflake Inc. (SNOW)](/topic/$snow) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [SL Green Realty Corp. (SLG)](/topic/$slg) [Venture Global, Inc (VG)](/topic/$vg) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/Frugalbuck/status/2007139201633136775) 2026-01-02T17:17Z [----] followers, [----] engagements "Question: Are we still mad $SoFi did an equity raise at $27.50 or nah" [X Link](https://x.com/Frugalbuck/status/2019104854334120330) 2026-02-04T17:44Z [----] followers, 13.3K engagements "$VG has been saving my portfolio bacon in this downturn" [X Link](https://x.com/Frugalbuck/status/2014126421916946905) 2026-01-22T00:02Z [----] followers, [---] engagements "@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi" [X Link](https://x.com/Frugalbuck/status/2019181634390823202) 2026-02-04T22:49Z [----] followers, [---] engagements "@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50" [X Link](https://x.com/Frugalbuck/status/2019444514201485448) 2026-02-05T16:14Z [----] followers, [--] engagements "@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong" [X Link](https://x.com/Frugalbuck/status/2019477865604214991) 2026-02-05T18:26Z [----] followers, [--] engagements "@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy" [X Link](https://x.com/Frugalbuck/status/2019856544112996603) 2026-02-06T19:31Z [----] followers, [--] engagements "@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY" [X Link](https://x.com/Frugalbuck/status/2020000199117259255) 2026-02-07T05:02Z [----] followers, [---] engagements "@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market" [X Link](https://x.com/Frugalbuck/status/2020948049154236788) 2026-02-09T19:48Z [----] followers, [---] engagements "@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways" [X Link](https://x.com/Frugalbuck/status/2020950674486522323) 2026-02-09T19:59Z [----] followers, [---] engagements "@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge" [X Link](https://x.com/Frugalbuck/status/2021003655420465639) 2026-02-09T23:29Z [----] followers, [----] engagements "@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards" [X Link](https://x.com/Frugalbuck/status/2021040019847389435) 2026-02-10T01:54Z [----] followers, [---] engagements "$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026" [X Link](https://x.com/Frugalbuck/status/2017315292607840544) 2026-01-30T19:13Z [----] followers, [----] engagements "Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9" [X Link](https://x.com/Frugalbuck/status/2018350818135867661) 2026-02-02T15:48Z [----] followers, [---] engagements "I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise" [X Link](https://x.com/Frugalbuck/status/2018746494845899174) 2026-02-03T18:00Z [----] followers, [----] engagements "$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA" [X Link](https://x.com/Frugalbuck/status/2018758846819500331) 2026-02-03T18:49Z [----] followers, [---] engagements "$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I" [X Link](https://x.com/Frugalbuck/status/2019091371454542189) 2026-02-04T16:51Z [----] followers, [----] engagements "$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant" [X Link](https://x.com/Frugalbuck/status/2019176324137734280) 2026-02-04T22:28Z [----] followers, [----] engagements "Bought more $SoFi" [X Link](https://x.com/Frugalbuck/status/2019454703210213741) 2026-02-05T16:54Z [----] followers, [----] engagements "Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a" [X Link](https://x.com/Frugalbuck/status/2019458247485161741) 2026-02-05T17:09Z [----] followers, [---] engagements "My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the" [X Link](https://x.com/Frugalbuck/status/2019837376957411644) 2026-02-06T18:15Z [----] followers, [---] engagements "I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal" [X Link](https://x.com/Frugalbuck/status/2019444233770336267) 2026-02-05T16:13Z [----] followers, [---] engagements "Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice" [X Link](https://x.com/Frugalbuck/status/2019801726099103902) 2026-02-06T15:53Z [----] followers, [---] engagements "I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi" [X Link](https://x.com/Frugalbuck/status/2019803363962208741) 2026-02-06T16:00Z [----] followers, [----] engagements "I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/Frugalbuck/status/2022016161547006245) 2026-02-12T18:33Z [----] followers, [----] engagements "@DataDInvesting @SiweiYang Multiples are based on absolute movements. Fair points on $UPST expectations I was going on my expectations in a higher for longer environment. I have a hard time seeing $SOFI going from $2080m revenue to $3120m revenue and a much easier time seeing $UPST get 63% rev growth" [X Link](https://x.com/Frugalbuck/status/1735411655314690088) 2023-12-14T21:29Z [----] followers, [---] engagements "@DataDInvesting @SiweiYang Its not at all ridiculous. $SOFIs P/S is based on TTM revenue that has improved over time $UPST P/S is based on TTM that is troughing from the macro environment It makes sense $UPST P/S would be higher as its revenue is more volatile and their revenue has troughed" [X Link](https://x.com/Frugalbuck/status/1735482809794416969) 2023-12-15T02:12Z [----] followers, [---] engagements "$NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA" [X Link](https://x.com/Frugalbuck/status/1988285379305500992) 2025-11-11T16:39Z [----] followers, [----] engagements "Whats funny is as of September $NBIS ARR is $551m or $46m monthly Because they guided for $7B ARR by YE [----] 12x their current $551m annual run rate- by December [----] they are telling us their monthly revenue will be $583m $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will" [X Link](https://x.com/Frugalbuck/status/1988978017679597903) 2025-11-13T14:31Z [----] followers, [---] engagements "My bull case for $PLTR summed up in one incredibly important graphic. As foundry ($PLTRs AWS) becomes a larger percentage of revenue CAGR for the whole company will continue to accelerate. Hopefully in [----] total US commercial will make up 30% of total revenue then 50% in 24" [X Link](https://x.com/anyuser/status/1565062594314260481) 2022-08-31T19:42Z [----] followers, [--] engagements "Snowflakes $SNOW latest quarterly revenue was 497m. Palantirs $PLTR US commercial revenue is growing 120% YOY TTM $PLTR US commercial rev of 289m. If you assign $SNOW P/S ratio of [--] on $PLTR US commercial rev = [----] billion. Add back in their 2.5B cash and you get 1/2" [X Link](https://x.com/anyuser/status/1565067869549117440) 2022-08-31T20:03Z [----] followers, [--] engagements "$PLTR commercial strategy- 1) break into an industry with 1-2 large partners (BP Airbus.) 2) make your partners monopolies or supers 3) Word gets out in selected industry 4) competitors start failing/desiring foundry 5) sell foundry to entire industry" [X Link](https://x.com/anyuser/status/1571539939753603074) 2022-09-18T16:41Z [----] followers, [--] engagements "Codestrap on $PLTR pipeline builder" [X Link](https://x.com/anyuser/status/1578441423137165312) 2022-10-07T17:45Z [----] followers, [---] engagements "Fed-start which builds on our Apollo offering is going to enable software companies in the U.S. to actually get fed-ramped and IL-6 certification literally over night. -Shyam Sankar Holy sht $PLTR is about to be the App store for U.S. software companies working with gov" [X Link](https://x.com/anyuser/status/1586420078920486913) 2022-10-29T18:09Z [----] followers, [---] engagements "@galaxy_orion @JulianKlymochko Agreed. Frying foods in engine oil is NOT healthy. Though I do wonder about it being the most desirable cooking method 🧐 😂 😂" [X Link](https://x.com/anyuser/status/1596516232794374144) 2022-11-26T14:48Z [----] followers, [--] engagements "I believe this to be one of the most important charts I have made on $PLTR. This is the average revenue per customer on a TTM basis when you exclude to top [--] customers (with a trend line.) When this graph slows the pace it is going down and they keep growing customers-Revenue 🚀" [X Link](https://x.com/anyuser/status/1624489453434830849) 2023-02-11T19:24Z [----] followers, 27.8K engagements "$PLTR Remade this chart by request This chart now shows revenue (TTM) per customer excluding top [--] Vs. Customer Count (TTM.) As you can see as customer count increases average contract value decreases. When rate of revenue decrease slows and customer count 📈revenue will🚀 I believe this to be one of the most important charts I have made on $PLTR. This is the average revenue per customer on a TTM basis when you exclude to top [--] customers (with a trend line.) When this graph slows the pace it is going down and they keep growing customers-Revenue 🚀 https://t.co/PNbrYQrWHO I believe this to" [X Link](https://x.com/anyuser/status/1624811554297516032) 2023-02-12T16:43Z [----] followers, 26.8K engagements "$PLTR is going to be a $100b company. I dont get how others dont see it" [X Link](https://x.com/anyuser/status/1628074421293563904) 2023-02-21T16:49Z [----] followers, 17.8K engagements "PSA to those who dont know- $SNOW and $PLTR dont compete. $SNOW is a place to store data. $PLTR foundry can analyze all data no matter where it is stored. Excel radars Salesforce Azure $SNOW $PLTR can analyze it all together and provide insights. Connective tissue" [X Link](https://x.com/anyuser/status/1629516136739123200) 2023-02-25T16:18Z [----] followers, 11.6K engagements "$PLTR For those wondering I am happy with my $PLTR position. I dont really want to add anymore but I will under $6.50" [X Link](https://x.com/anyuser/status/1630680643578519552) 2023-02-28T21:25Z [----] followers, [----] engagements "$PLTR in the UK NHS- Started with a 1$ deal during covid (crisis in 2020) Then $1m deal Then $23m [--] year deal Then $11.5m 6month deal Competing now (3 yrs later) for 360m deal $PLTR in Ukraine- [----] (crisis) - free Where will it be in 2025" [X Link](https://x.com/anyuser/status/1631730561990656000) 2023-03-03T18:57Z [----] followers, [----] engagements "Working on my first YT video covering Palantir- I am going to need a lot of support from you all" [X Link](https://x.com/anyuser/status/1632471725589016577) 2023-03-05T20:02Z [----] followers, [----] engagements "Why I sleep well with 80% of my portfolio in $PLTR" [X Link](https://x.com/anyuser/status/1634243468783648768) 2023-03-10T17:23Z [----] followers, 15.6K engagements "$PLTR Me telling my wife about the Palantir Ontology again" [X Link](https://x.com/anyuser/status/1634375749468848128) 2023-03-11T02:08Z [----] followers, 10.1K engagements "$PLTR 10K One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered and the project was terminated. You can spend 1B and fail or pay Palantir 20m-50m/year. Sounds like a hard choice" [X Link](https://x.com/anyuser/status/1634381490804109314) 2023-03-11T02:31Z [----] followers, 12.1K engagements "Palantir landed [---] new commercial customers in [----]. New commercial customers paid Palantir $96.8 million. Each new Palantir commercial customer on average paid Palantir 856.6k for the year. Thats the baseline how will they grow over time They historically triple in Yr2" [X Link](https://x.com/anyuser/status/1636546195584864257) 2023-03-17T01:53Z [----] followers, [----] engagements "The U.K. has [--] million people. Palantir is about to win a [--] year $580 million deal or $83 million/year. The U.K. government is going to pay $PLTR $1.24 per citizen/year. Do you think the value provided is more than $1.24/person/year I do" [X Link](https://x.com/anyuser/status/1636939652136579074) 2023-03-18T03:56Z [----] followers, 10.9K engagements "Palantir is projecting $500 million (was only $200 million in 2022)in FCF. $PLTR enterprise value is $14 billion. Palantir is currently trading for 28x projected [----] FCF and is growing that FCF 250% YoY" [X Link](https://x.com/anyuser/status/1637250595106209792) 2023-03-19T00:32Z [----] followers, 16.8K engagements "$PLTR We just launched an experimental feature that leverages OpenAIs GPT-3 to turn natural human language into pipeline logic. Ascent is like find me all the hospitals that have limited ICU bed availability in the next [--] weeks is transformed into a pipeline in seconds" [X Link](https://x.com/anyuser/status/1638230508172906496) 2023-03-21T17:26Z [----] followers, 12.4K engagements "$PLTR Just my opinion- The truth is it is too late. The competition cannot ramp up quickly enough to beat Palantir. They would have to build a product then grow quickly enough to take market share" [X Link](https://x.com/anyuser/status/1638933976076386305) 2023-03-23T16:01Z [----] followers, [----] engagements "The end. $PLTR" [X Link](https://x.com/anyuser/status/1638950228102619136) 2023-03-23T17:05Z [----] followers, 15.6K engagements "$PLTR The demand from customers for our platforms has in recent months gained momentum in significant part because of the accelerating embrace of Artificial Intelligence by companies across sectors and industries" [X Link](https://x.com/anyuser/status/1641635222176550913) 2023-03-31T02:55Z [----] followers, [----] engagements "Me buying more $PLTR" [X Link](https://x.com/anyuser/status/1642340998876635136) 2023-04-02T01:39Z [----] followers, 10.7K engagements "$NOW trades at a P/S [--] YoY quarterly growth 20% $PLTR P/S [--] YoY quarterly growth 17.5% Does 2.5% less growth warrant a 30% lower P/S ratio I dont think so" [X Link](https://x.com/anyuser/status/1643000847612387329) 2023-04-03T21:21Z [----] followers, [----] engagements "$PLTR works with the US and her allies. Am I the only one thinking $PLTRs TAM just expanded https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/ https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/" [X Link](https://x.com/anyuser/status/1643376663303196672) 2023-04-04T22:15Z [----] followers, [----] engagements "I couldnt help myself. Bought more $PLTR lol So my position is officially full. I wont be doing any more buying unless its $6. Back to buying index funds" [X Link](https://x.com/anyuser/status/1643647379156131840) 2023-04-05T16:10Z [----] followers, [----] engagements "$PLTR paid $565 million in SBC [----]. Palantirs revenue was $1906 million. Roughly 30% of revenue was paid out in SBC in [----]. $PLTR paid $129 million in SBC Q4 [----] annualized would be $516 million (will likely be lower [----] in reality)" [X Link](https://x.com/anyuser/status/1644023846524289025) 2023-04-06T17:06Z [----] followers, 12.8K engagements "$PLTR is a quality growth company. We can argue all day about the stock but the company is quality. Whether we're talking about stocks or socks I like buying quality merchandise when it is marked down. Warren Buffet" [X Link](https://x.com/anyuser/status/1644744068378009602) 2023-04-08T16:48Z [----] followers, [----] engagements "$PLTR Why this is important Example Lets say you are the CEO of NIKE and you want to introduce AI. Do you want the store clerk to be able to ask the AI about clock in habits of the administrative team Do you want the clerk to be able to use the AI https://www.palantir.com/newsroom/letters/our-new-platform/ https://www.palantir.com/newsroom/letters/our-new-platform/" [X Link](https://x.com/anyuser/status/1644778666910707712) 2023-04-08T19:06Z [----] followers, 12.2K engagements "$PLTR wont perform until this trend reverses YOY quarterly growth" [X Link](https://x.com/anyuser/status/1645461701494706178) 2023-04-10T16:20Z [----] followers, 13.1K engagements "52% of $PLTR [----] revenue came from their top [--] customers. Insane" [X Link](https://x.com/anyuser/status/1646736040714203136) 2023-04-14T04:44Z [----] followers, [----] engagements "Very weird day $PLTR showing relative strength to the rest of the market. Havent seen this in quite some time" [X Link](https://x.com/anyuser/status/1646895004248584193) 2023-04-14T15:15Z [----] followers, [----] engagements "Anyone that has a monopoly will pretend that theyre in incredible competition. Peter Thiel Zero to One $PLTR" [X Link](https://x.com/anyuser/status/1647257957271326722) 2023-04-15T15:17Z [----] followers, 14.6K engagements "So incredibly bullish on Palantir. AI scares the sh*t out of me. The amount of damage it could cause. You think Indian scammers are bad now just wait. Banks toppled. Fuel Pipelines frozen. Planes crashing. Who could possibly protect us How valuable is that protection $PLTR" [X Link](https://x.com/anyuser/status/1647313434353213441) 2023-04-15T18:58Z [----] followers, [----] engagements "$PLTR will easily beat [----] revenue projections of$2.2B🧵 -$1906M revenue in [----] -Average revenue for top [--] customers grew 13% in [----] smaller customers should grow faster so the average should be higher. Lets assume 20% revenue growth of all current customers = $2287M" [X Link](https://x.com/anyuser/status/1648086112274120704) 2023-04-17T22:08Z [----] followers, [----] engagements "Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering over the next 12-24 months. If the bears were right he would be saying lets see what happens in 3-5 years $PLTR" [X Link](https://x.com/anyuser/status/1648715133982752773) 2023-04-19T15:48Z [----] followers, 17.1K engagements "Joe Manchin is now asking Palantir to help congress write AI legislation Credit to @TheKameroon #Palantir CEO Alex Karp discussed energy security over breakfast with U.S. Senators Joe Manchin (D-VW) and Lisa Murkowski (R-AK) in Houston Texas during #CERAWeek. https://t.co/HTNGv6cp5j #Palantir CEO Alex Karp discussed energy security over breakfast with U.S. Senators Joe Manchin (D-VW) and Lisa Murkowski (R-AK) in Houston Texas during #CERAWeek. https://t.co/HTNGv6cp5j" [X Link](https://x.com/anyuser/status/1648728324020252672) 2023-04-19T16:40Z [----] followers, [----] engagements "$PLTR wants 5% of the DOD budget to go towards software/AI. Lets pretend this happens [--] years from now. Lets also pretend Palantir captures 20% (1% of DOD budget) of the DOD software/AI spend. Proposed [----] DOD budget by Biden: $842 Billion. 1%= $8.4 Billion. Holy crap" [X Link](https://x.com/anyuser/status/1648757685465288704) 2023-04-19T18:37Z [----] followers, [----] engagements "Pretty big news for $PLTR. S&P [---] inclusion causes increased momentum. When Palantir joins the index Every time the market cap increases the index must buy more (on predetermined dates). This works when companies grow or shrink. https://www.palantir.com/newsroom/letters/the-s-and-p-500/en/ https://www.palantir.com/newsroom/letters/the-s-and-p-500/en/" [X Link](https://x.com/anyuser/status/1648844060248133632) 2023-04-20T00:20Z [----] followers, [----] engagements "Sold [--] $PLTR puts $8 strike expiring 5/12/23. I would love for this to execute. The $PLTR bull story has gotten much stronger in the last month IMO. Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering over the next 12-24 months. If the bears were right he would be saying lets see what happens in 3-5 years $PLTR https://t.co/qzT2xI3Mzr Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering" [X Link](https://x.com/anyuser/status/1649072791940116480) 2023-04-20T15:29Z [----] followers, [----] engagements "I believe $PLTR will hit $2.3B revenue in [----]. Im going to assume $2.3B for this tweet In order for $PLTR to hit $4.5B in [----] they would need to grow revenue 40% in both [----] and [----] If Palantir is growing 40% in [----] with $4B TTM revenue MC should be $70B IMO" [X Link](https://x.com/anyuser/status/1649850532071354370) 2023-04-22T18:59Z [----] followers, [----] engagements "$PLTR is a behemoth in the making. There are definitely other tempting opportunities but I am doing my best to stay focused. I tend to be early but rarely wrong. I tend to lose focus and move on shortly before big moves upward. Not this time" [X Link](https://x.com/anyuser/status/1650220398800420864) 2023-04-23T19:29Z [----] followers, 10K engagements "Oops 🤭 $PLTR" [X Link](https://x.com/anyuser/status/1650556877078687746) 2023-04-24T17:46Z [----] followers, 15.3K engagements "Lets quickly compare customer growth $SNOW grew customers 31% YoY $PLTR grew customers 55% YoY if you include the government side 77% if you only count commercial customer growth If we assume customer growth is the leading indicator for revenue who is likely to grow faster" [X Link](https://x.com/anyuser/status/1651953671599722497) 2023-04-28T14:17Z [----] followers, 13.9K engagements "Listened to $PLTR weekly. I have a lot of thoughts re the Palantir sales sucks argument. The truth is IMO if companies dont fall in line and buy the product they will be outcompeted. Companies will flock to Palantir. Also Palantir grew commercial customers 77% in [----] $PLTR commercial strategy- 1) break into an industry with 1-2 large partners (BP Airbus.) 2) make your partners monopolies or supers 3) Word gets out in selected industry 4) competitors start failing/desiring foundry 5) sell foundry to entire industry https://t.co/XhOILQkZkT $PLTR commercial strategy- 1) break into an industry" [X Link](https://x.com/anyuser/status/1652325667126784002) 2023-04-29T14:55Z [----] followers, 16.1K engagements "Palantir is going to get paid. This is literally the App Store for government contracts In the App Store companies must pay Apple for access to iPhone owners. Want a government contract that requires IL-6 or [--] and your not Microsoft Amazon or Palantir Pay Palantir a toll" [X Link](https://x.com/anyuser/status/1653800501455257600) 2023-05-03T16:35Z [----] followers, 13.6K engagements "In [----] $PLTR grew commercial customers 200%. In [----] Palantir grew commercial customers 77%. The question is how long can customers grow more than 50% while commercial revenue grows less then 30% They must converge at some point" [X Link](https://x.com/anyuser/status/1654496796754812930) 2023-05-05T14:42Z [----] followers, [----] engagements "If $PLTR hits expected revenue of [---] Million tomorrow TTM revenue will be $1966m. We should break $2 Billion TTM revenue in Q2 IMO" [X Link](https://x.com/anyuser/status/1655389708032278528) 2023-05-08T01:50Z [----] followers, [----] engagements "In Q1 we also closed our first $1 million deal for Apollo with a major tech company This is huge $PLTR" [X Link](https://x.com/anyuser/status/1655748399596183552) 2023-05-09T01:35Z [----] followers, [----] engagements "Some clips I put together of Alex Karp at earnings stating they will take the whole market in this once in a generation opportunity $PLTR" [X Link](https://x.com/anyuser/status/1655784622373101569) 2023-05-09T03:59Z [----] followers, 40.8K engagements "Might take some heat but I want to be honest. $PLTR Q1 [----] earnings were a 7/10 IMO. Pros: -Huge Revenue beat -Guidance lifted -Going to take the whole market -traction on Apollo Cons: -Huge rev beat due to (one time)unexpectedly high SPAC revenue -Customers grew only 24" [X Link](https://x.com/anyuser/status/1656121045861154817) 2023-05-10T02:16Z [----] followers, 12.3K engagements "I sold my entire $PLTR position. Still very bullish on the company but the goal was always FI and I was able to get it (and then some) by switching my capital to $SLG. I could potentially see myself getting back in if the conditions are right but for now Im gunna celebrate. $PLTR reduced from 80% to 50% as shared in my last chat with @vinceisbullish. FOMO thanks but no thanks. $PLTR reduced from 80% to 50% as shared in my last chat with @vinceisbullish. FOMO thanks but no thanks" [X Link](https://x.com/anyuser/status/1659248543675351042) 2023-05-18T17:24Z [----] followers, 30.8K engagements "Update re my holdings for transparency $PLTR: No position $UPST: No position $SLG: No position I have said it numerous times I made a mistake selling $PLTR. Both $UPST and $SLG while I believe in them are too high risk for me to be concentrated like I have been with $PLTR" [X Link](https://x.com/anyuser/status/1662477305418240001) 2023-05-27T15:14Z [----] followers, 12.3K engagements "The $SOFI thesis is really easy (it doesnt have to be hard). Noto says they want to be a top ten bank in [--] years with [--] million members $TFC is a top ten bank $TFC has [--] million clients $TFC market cap $40 billion $SOFI has [---] million clients $SOFI MC $5 billion" [X Link](https://x.com/anyuser/status/1662844249979908096) 2023-05-28T15:32Z [----] followers, 22.7K engagements "$SOFI revenue likely to drastically accelerate in Q4 [----] but this isnt what is most bullish IMO. What is most bullish IMO is new young professionals getting their student loans/refinancing their student loans with $SOFI and then setting up bank accounts. [--] year thesis" [X Link](https://x.com/anyuser/status/1663552484055609345) 2023-05-30T14:26Z [----] followers, [----] engagements "What I like about being a $SOFI investor: I dont *have* to be right about the macro for $SOFI to perform well. $SOFI has advantages with high rates *and* advantages with low rates. The diversification makes the business appealing" [X Link](https://x.com/anyuser/status/1663987058787106818) 2023-05-31T19:13Z [----] followers, [----] engagements "What is $SOFI worth (IMO) when: Student loans resume: $8-$9 Regional banking crisis ends and student loans resume: $12-$13 Regional banking crisis ends student loans resume and multiples increase with fed easing: $15-$16 Just my opinions I am wrong a lot NFA" [X Link](https://x.com/anyuser/status/1665733122196123649) 2023-06-05T14:51Z [----] followers, [----] engagements "Confession time: I get much more anxious when my stocks are moving up. I feel like I need to do something. When they are down or flat I am really comfortable. Weird I would expect it to be the other way" [X Link](https://x.com/anyuser/status/1667208311417241606) 2023-06-09T16:33Z [----] followers, [----] engagements "I just signed up for a SOFI savings and checking account. The app is super cool I have only ever used my credit union app historically which is not cool lol I was surprised to see I had points waiting from my credit score increasing Free money @SoFi $SOFI" [X Link](https://x.com/anyuser/status/1667952484231565313) 2023-06-11T17:50Z [----] followers, 27.8K engagements "OMG 😱 everyone panic $SOFI has not been this low since. Tuesday" [X Link](https://x.com/anyuser/status/1669407068791672833) 2023-06-15T18:10Z [----] followers, [----] engagements "People are gunna think Im nuts but I honestly believe $PLTR told us the coast was clear. Ill be more observant of macro clues from Palantir in the future. https://www.cnbc.com/amp/2023/05/10/palantir-dumps-50-million-gold-investment-two-years-after-buying-bars.html https://www.cnbc.com/amp/2023/05/10/palantir-dumps-50-million-gold-investment-two-years-after-buying-bars.html" [X Link](https://x.com/anyuser/status/1670530153246756864) 2023-06-18T20:33Z [----] followers, [----] engagements "Just want to say congrats to everyone still holding $PLTR Happy for you all 🎉" [X Link](https://x.com/anyuser/status/1681452791917871105) 2023-07-18T23:56Z [----] followers, 10.5K engagements "Quick back of the napkin $SOFI math Lets project [----] revenue at $2050 million $SOFI states profitability occurs in Q4 [----] Assume 30% revenue growth in 2024= $2665 million Assume management drops 30% of incremental new revenue to the bottom line = $184 million [----] profit" [X Link](https://x.com/anyuser/status/1692906899665220082) 2023-08-19T14:30Z [----] followers, 19.8K engagements "I dont see why $PYPL is so popular right now. I keep seeing people say it is *extremely* cheap. What valuation methods are being used EPS is projected to grow 14% from [----] to [----] current PE of [--] I genuinely dont get it what am I missing" [X Link](https://x.com/anyuser/status/1693496078816145798) 2023-08-21T05:31Z [----] followers, 29.6K engagements "This graphic shows why the big banks cannot afford to compete with $SOFI on an APY basis. The blue line is TTM Net Income (in Billions) The red line is what would happen to their net income if each bank increased their cost of deposits by just 1% *AND* you pull out dividends" [X Link](https://x.com/anyuser/status/1703499038774132994) 2023-09-17T19:59Z [----] followers, 29.6K engagements "Anyone else notice how $SOFI financial services losses are going down fast then revenue is going up Meaning revenue is going up (fast) and at the same time costs are going down. Crazy" [X Link](https://x.com/anyuser/status/1703994249556173258) 2023-09-19T04:47Z [----] followers, [----] engagements "Reading through $SOFI Q2 transcript. This answer from Noto really sticks out to me" [X Link](https://x.com/anyuser/status/1704686463236157585) 2023-09-21T02:38Z [----] followers, [----] engagements "After a lot of reflection I have decided I am going to get back into $PLTR. Since leaving $PLTR I have been hopping from company to company and unable to get peace. I made a mistake selling $PLTR I dont want to make another mistake by staying out of it" [X Link](https://x.com/anyuser/status/1710671629150461989) 2023-10-07T15:01Z [----] followers, 28.4K engagements "Can Palantir $PLTR triple clients in a couple of years as a result of AIP boot camps Thats the bull thesis. Simple" [X Link](https://x.com/anyuser/status/1711123124262162626) 2023-10-08T20:55Z [----] followers, [----] engagements "I think Noto is a genius. If you want your company to command a premium multiple how do you do it You get tech growth. What did Noto and team do Step 1) maximize easy (lending) revenue Step 2) ramp tech growth Step 3) get a tech multiple on your revenue $25 inbound $SOFI" [X Link](https://x.com/anyuser/status/1724986706687091177) 2023-11-16T03:04Z [----] followers, [----] engagements "Just want to remind everyone the biggest $SOFI bear case has been their loan book value being too high. What happens when the [--] year treasury falls Loans become more valuable. Selling loans is going to be easier as rates fall. The bear case is getting weaker" [X Link](https://x.com/anyuser/status/1730660172912366000) 2023-12-01T18:48Z [----] followers, [----] engagements "Has anyone else noticed Q4 is going to be a much easier comp then Q3 was Q3 YoY growth was 27% If you assume management hits $585M Q4 revenue (upper side of guidance) $SOFI YoY growth is going to accelerate to 32% 1/2 👇" [X Link](https://x.com/anyuser/status/1731275971108700190) 2023-12-03T11:35Z [----] followers, 12.6K engagements "Alright I didnt want to announce anything until it was official (because I didnt follow through last time) I officially own more $PLTR shares than I ever have. I no longer own a position in $SOFI still have a small position in $UPST I plan to hold $PLTR at least until $28" [X Link](https://x.com/anyuser/status/1735699899843596691) 2023-12-15T16:34Z [----] followers, 19.7K engagements "One of the main reasons I bought back into $PLTR was this snippet from Q3 earnings What Karp is saying: 1) cost/customer acquired is going way down due to pilots being much shorter 2) 12x the speed of [----] pilots trialed" [X Link](https://x.com/anyuser/status/1736301121277452665) 2023-12-17T08:23Z [----] followers, 14K engagements "Proud owner of [---] more $PLTR shares whoop whoop 🙌" [X Link](https://x.com/anyuser/status/1743381661260361766) 2024-01-05T21:19Z [----] followers, [----] engagements "People will call me crazy (like they did with $UPST) I think $PLTR will be $50 before year end. Not guaranteed but I think its the most likely outcome. Small chance its $100 before year end EPS/revenue growth is going to be massive while AI bubble starts NFA" [X Link](https://x.com/anyuser/status/1743701544670056820) 2024-01-06T18:30Z [----] followers, 104.8K engagements "Getting some healthy pushback let me explain: Over the last [--] quarters $PLTR went from -$0.18 TTM EPS to $0.07 ($0.25 change) with revenue growth of 20% AIP tailwind coming assume $0.25 EPS change to $0.32 TTM Currently trades at a PE of [---] Assume [---] PE on $0.32 = $64 People will call me crazy (like they did with $UPST) I think $PLTR will be $50 before year end. Not guaranteed but I think its the most likely outcome. Small chance its $100 before year end EPS/revenue growth is going to be massive while AI bubble starts NFA People will call me crazy (like they did with $UPST) I think $PLTR" [X Link](https://x.com/anyuser/status/1743708622922899492) 2024-01-06T18:58Z [----] followers, 50.8K engagements "Lets spell it out: $PLTR has [---] commercial customers generating $251m or $760k/quarter/customer Palantir was doing bootcamps with [--] orgs in Nov. assume 70/month steady state for [----] or 840/year Assume 40% close or 336x$500k/Q= $168m 168m = 30% growth from AIP only 1/2" [X Link](https://x.com/anyuser/status/1743785031003455801) 2024-01-07T00:02Z [----] followers, 10.8K engagements "We are [--] months from lets check back in a year and [--] months from lets check back in two Palantir was less than $9 at the time of this interview $PLTR" [X Link](https://x.com/anyuser/status/1744071307170656547) 2024-01-07T18:59Z [----] followers, 10.7K engagements "Holy sh1t Tell me again about $PLTR being overvalued They effectively have an extra [--] beds This is without construction just software How many of the [----] hospitals in the U.S. do you think want to save $1.5 million Palantir makes your assets more valuable. $PLTR shaved [---] days off of patients' length of stay at Mount Sinai. The hospital is tracking a $1.5mn annualized Return on Investment after this small test in [--] department. Thanks to the success Mount Sinai is going to scale Palantir across its health system: https://t.co/ENOAGVDu33 $PLTR shaved [---] days off of patients' length of stay" [X Link](https://x.com/anyuser/status/1744499565368377346) 2024-01-08T23:21Z [----] followers, 14K engagements "Use whatever metrics you want Palantir is expensive based on TTM data I think $PLTR will prove cheap base on price action this year. Metrics will still look expensive Will touch $50 before YE IMO Bookmark it no one agrees NFA" [X Link](https://x.com/anyuser/status/1745847248754540656) 2024-01-12T16:36Z [----] followers, [----] engagements "I knew I had seen this before $PLTR cannot sell their product to $BA due to their agreement with Airbus. Sorry I couldnt make the text bigger" [X Link](https://x.com/anyuser/status/1745854754058895735) 2024-01-12T17:06Z [----] followers, 12K engagements "$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking" [X Link](https://x.com/anyuser/status/1763079356258369574) 2024-02-29T05:50Z [----] followers, 13.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Frugalbuck Eddie
Eddie posts on X about $pltr, $sofi, palantir, $upst the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -65%
- [--] Month [------] +16%
- [--] Months [-------] +355%
- [--] Year [-------] -63%
Mentions: [--] #
- [--] Week [--] +81%
- [--] Month [--] +57%
- [--] Months [---] +114%
- [--] Year [---] -38%
Followers: [-----] #
- [--] Week [-----] +0.20%
- [--] Month [-----] +0.71%
- [--] Months [-----] +3.60%
- [--] Year [-----] +6.20%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 89.47% finance 21.05% technology brands 21.05% cryptocurrencies 4.39% currencies 1.75% musicians 1.75% countries 0.88% fashion brands 0.88% social networks 0.88% products 0.88%
Social topic influence $pltr 56.14%, $sofi #161, palantir 18.42%, $upst #35, imo 7.89%, $bmnr #109, $lc #3, lee 4.39%, if you 4.39%, the most 4.39%
Top accounts mentioned or mentioned by @timsweeneytar @tim_sweeney_tar @deemahdee1 @datadinvesting @siweiyang @winnerinvestor @vadimkotlarov @eofarmer @tigster92 @financeintell @mattmala @fundstrat @phtwi94663 @galaxyorion @julianklymochko @thekameroon @vinceisbullish @sofi @br1sse @crawlingtrds
Top assets mentioned Palantir Technologies Inc. (PLTR) RAI Finance (SOFI) Upstart Holdings, Inc. (UPST) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Snowflake Inc. (SNOW) Nebius Group N.V. Class A Ordinary Shares (NBIS) SL Green Realty Corp. (SLG) Venture Global, Inc (VG) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-01-02T17:17Z [----] followers, [----] engagements
"Question: Are we still mad $SoFi did an equity raise at $27.50 or nah"
X Link 2026-02-04T17:44Z [----] followers, 13.3K engagements
"$VG has been saving my portfolio bacon in this downturn"
X Link 2026-01-22T00:02Z [----] followers, [---] engagements
"@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi"
X Link 2026-02-04T22:49Z [----] followers, [---] engagements
"@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50"
X Link 2026-02-05T16:14Z [----] followers, [--] engagements
"@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong"
X Link 2026-02-05T18:26Z [----] followers, [--] engagements
"@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy"
X Link 2026-02-06T19:31Z [----] followers, [--] engagements
"@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY"
X Link 2026-02-07T05:02Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market"
X Link 2026-02-09T19:48Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways"
X Link 2026-02-09T19:59Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge"
X Link 2026-02-09T23:29Z [----] followers, [----] engagements
"@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards"
X Link 2026-02-10T01:54Z [----] followers, [---] engagements
"$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026"
X Link 2026-01-30T19:13Z [----] followers, [----] engagements
"Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9"
X Link 2026-02-02T15:48Z [----] followers, [---] engagements
"I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements
"$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA"
X Link 2026-02-03T18:49Z [----] followers, [---] engagements
"$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I"
X Link 2026-02-04T16:51Z [----] followers, [----] engagements
"$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant"
X Link 2026-02-04T22:28Z [----] followers, [----] engagements
"Bought more $SoFi"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements
"Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements
"My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the"
X Link 2026-02-06T18:15Z [----] followers, [---] engagements
"I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal"
X Link 2026-02-05T16:13Z [----] followers, [---] engagements
"Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice"
X Link 2026-02-06T15:53Z [----] followers, [---] engagements
"I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi"
X Link 2026-02-06T16:00Z [----] followers, [----] engagements
"I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-02-12T18:33Z [----] followers, [----] engagements
"@DataDInvesting @SiweiYang Multiples are based on absolute movements. Fair points on $UPST expectations I was going on my expectations in a higher for longer environment. I have a hard time seeing $SOFI going from $2080m revenue to $3120m revenue and a much easier time seeing $UPST get 63% rev growth"
X Link 2023-12-14T21:29Z [----] followers, [---] engagements
"@DataDInvesting @SiweiYang Its not at all ridiculous. $SOFIs P/S is based on TTM revenue that has improved over time $UPST P/S is based on TTM that is troughing from the macro environment It makes sense $UPST P/S would be higher as its revenue is more volatile and their revenue has troughed"
X Link 2023-12-15T02:12Z [----] followers, [---] engagements
"$NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA"
X Link 2025-11-11T16:39Z [----] followers, [----] engagements
"Whats funny is as of September $NBIS ARR is $551m or $46m monthly Because they guided for $7B ARR by YE [----] 12x their current $551m annual run rate- by December [----] they are telling us their monthly revenue will be $583m $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will"
X Link 2025-11-13T14:31Z [----] followers, [---] engagements
"My bull case for $PLTR summed up in one incredibly important graphic. As foundry ($PLTRs AWS) becomes a larger percentage of revenue CAGR for the whole company will continue to accelerate. Hopefully in [----] total US commercial will make up 30% of total revenue then 50% in 24"
X Link 2022-08-31T19:42Z [----] followers, [--] engagements
"Snowflakes $SNOW latest quarterly revenue was 497m. Palantirs $PLTR US commercial revenue is growing 120% YOY TTM $PLTR US commercial rev of 289m. If you assign $SNOW P/S ratio of [--] on $PLTR US commercial rev = [----] billion. Add back in their 2.5B cash and you get 1/2"
X Link 2022-08-31T20:03Z [----] followers, [--] engagements
"$PLTR commercial strategy- 1) break into an industry with 1-2 large partners (BP Airbus.) 2) make your partners monopolies or supers 3) Word gets out in selected industry 4) competitors start failing/desiring foundry 5) sell foundry to entire industry"
X Link 2022-09-18T16:41Z [----] followers, [--] engagements
"Codestrap on $PLTR pipeline builder"
X Link 2022-10-07T17:45Z [----] followers, [---] engagements
"Fed-start which builds on our Apollo offering is going to enable software companies in the U.S. to actually get fed-ramped and IL-6 certification literally over night. -Shyam Sankar Holy sht $PLTR is about to be the App store for U.S. software companies working with gov"
X Link 2022-10-29T18:09Z [----] followers, [---] engagements
"@galaxy_orion @JulianKlymochko Agreed. Frying foods in engine oil is NOT healthy. Though I do wonder about it being the most desirable cooking method 🧐 😂 😂"
X Link 2022-11-26T14:48Z [----] followers, [--] engagements
"I believe this to be one of the most important charts I have made on $PLTR. This is the average revenue per customer on a TTM basis when you exclude to top [--] customers (with a trend line.) When this graph slows the pace it is going down and they keep growing customers-Revenue 🚀"
X Link 2023-02-11T19:24Z [----] followers, 27.8K engagements
"$PLTR Remade this chart by request This chart now shows revenue (TTM) per customer excluding top [--] Vs. Customer Count (TTM.) As you can see as customer count increases average contract value decreases. When rate of revenue decrease slows and customer count 📈revenue will🚀 I believe this to be one of the most important charts I have made on $PLTR. This is the average revenue per customer on a TTM basis when you exclude to top [--] customers (with a trend line.) When this graph slows the pace it is going down and they keep growing customers-Revenue 🚀 https://t.co/PNbrYQrWHO I believe this to"
X Link 2023-02-12T16:43Z [----] followers, 26.8K engagements
"$PLTR is going to be a $100b company. I dont get how others dont see it"
X Link 2023-02-21T16:49Z [----] followers, 17.8K engagements
"PSA to those who dont know- $SNOW and $PLTR dont compete. $SNOW is a place to store data. $PLTR foundry can analyze all data no matter where it is stored. Excel radars Salesforce Azure $SNOW $PLTR can analyze it all together and provide insights. Connective tissue"
X Link 2023-02-25T16:18Z [----] followers, 11.6K engagements
"$PLTR For those wondering I am happy with my $PLTR position. I dont really want to add anymore but I will under $6.50"
X Link 2023-02-28T21:25Z [----] followers, [----] engagements
"$PLTR in the UK NHS- Started with a 1$ deal during covid (crisis in 2020) Then $1m deal Then $23m [--] year deal Then $11.5m 6month deal Competing now (3 yrs later) for 360m deal $PLTR in Ukraine- [----] (crisis) - free Where will it be in 2025"
X Link 2023-03-03T18:57Z [----] followers, [----] engagements
"Working on my first YT video covering Palantir- I am going to need a lot of support from you all"
X Link 2023-03-05T20:02Z [----] followers, [----] engagements
"Why I sleep well with 80% of my portfolio in $PLTR"
X Link 2023-03-10T17:23Z [----] followers, 15.6K engagements
"$PLTR Me telling my wife about the Palantir Ontology again"
X Link 2023-03-11T02:08Z [----] followers, 10.1K engagements
"$PLTR 10K One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered and the project was terminated. You can spend 1B and fail or pay Palantir 20m-50m/year. Sounds like a hard choice"
X Link 2023-03-11T02:31Z [----] followers, 12.1K engagements
"Palantir landed [---] new commercial customers in [----]. New commercial customers paid Palantir $96.8 million. Each new Palantir commercial customer on average paid Palantir 856.6k for the year. Thats the baseline how will they grow over time They historically triple in Yr2"
X Link 2023-03-17T01:53Z [----] followers, [----] engagements
"The U.K. has [--] million people. Palantir is about to win a [--] year $580 million deal or $83 million/year. The U.K. government is going to pay $PLTR $1.24 per citizen/year. Do you think the value provided is more than $1.24/person/year I do"
X Link 2023-03-18T03:56Z [----] followers, 10.9K engagements
"Palantir is projecting $500 million (was only $200 million in 2022)in FCF. $PLTR enterprise value is $14 billion. Palantir is currently trading for 28x projected [----] FCF and is growing that FCF 250% YoY"
X Link 2023-03-19T00:32Z [----] followers, 16.8K engagements
"$PLTR We just launched an experimental feature that leverages OpenAIs GPT-3 to turn natural human language into pipeline logic. Ascent is like find me all the hospitals that have limited ICU bed availability in the next [--] weeks is transformed into a pipeline in seconds"
X Link 2023-03-21T17:26Z [----] followers, 12.4K engagements
"$PLTR Just my opinion- The truth is it is too late. The competition cannot ramp up quickly enough to beat Palantir. They would have to build a product then grow quickly enough to take market share"
X Link 2023-03-23T16:01Z [----] followers, [----] engagements
"The end. $PLTR"
X Link 2023-03-23T17:05Z [----] followers, 15.6K engagements
"$PLTR The demand from customers for our platforms has in recent months gained momentum in significant part because of the accelerating embrace of Artificial Intelligence by companies across sectors and industries"
X Link 2023-03-31T02:55Z [----] followers, [----] engagements
"Me buying more $PLTR"
X Link 2023-04-02T01:39Z [----] followers, 10.7K engagements
"$NOW trades at a P/S [--] YoY quarterly growth 20% $PLTR P/S [--] YoY quarterly growth 17.5% Does 2.5% less growth warrant a 30% lower P/S ratio I dont think so"
X Link 2023-04-03T21:21Z [----] followers, [----] engagements
"$PLTR works with the US and her allies. Am I the only one thinking $PLTRs TAM just expanded https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/ https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/"
X Link 2023-04-04T22:15Z [----] followers, [----] engagements
"I couldnt help myself. Bought more $PLTR lol So my position is officially full. I wont be doing any more buying unless its $6. Back to buying index funds"
X Link 2023-04-05T16:10Z [----] followers, [----] engagements
"$PLTR paid $565 million in SBC [----]. Palantirs revenue was $1906 million. Roughly 30% of revenue was paid out in SBC in [----]. $PLTR paid $129 million in SBC Q4 [----] annualized would be $516 million (will likely be lower [----] in reality)"
X Link 2023-04-06T17:06Z [----] followers, 12.8K engagements
"$PLTR is a quality growth company. We can argue all day about the stock but the company is quality. Whether we're talking about stocks or socks I like buying quality merchandise when it is marked down. Warren Buffet"
X Link 2023-04-08T16:48Z [----] followers, [----] engagements
"$PLTR Why this is important Example Lets say you are the CEO of NIKE and you want to introduce AI. Do you want the store clerk to be able to ask the AI about clock in habits of the administrative team Do you want the clerk to be able to use the AI https://www.palantir.com/newsroom/letters/our-new-platform/ https://www.palantir.com/newsroom/letters/our-new-platform/"
X Link 2023-04-08T19:06Z [----] followers, 12.2K engagements
"$PLTR wont perform until this trend reverses YOY quarterly growth"
X Link 2023-04-10T16:20Z [----] followers, 13.1K engagements
"52% of $PLTR [----] revenue came from their top [--] customers. Insane"
X Link 2023-04-14T04:44Z [----] followers, [----] engagements
"Very weird day $PLTR showing relative strength to the rest of the market. Havent seen this in quite some time"
X Link 2023-04-14T15:15Z [----] followers, [----] engagements
"Anyone that has a monopoly will pretend that theyre in incredible competition. Peter Thiel Zero to One $PLTR"
X Link 2023-04-15T15:17Z [----] followers, 14.6K engagements
"So incredibly bullish on Palantir. AI scares the sh*t out of me. The amount of damage it could cause. You think Indian scammers are bad now just wait. Banks toppled. Fuel Pipelines frozen. Planes crashing. Who could possibly protect us How valuable is that protection $PLTR"
X Link 2023-04-15T18:58Z [----] followers, [----] engagements
"$PLTR will easily beat [----] revenue projections of$2.2B🧵 -$1906M revenue in [----] -Average revenue for top [--] customers grew 13% in [----] smaller customers should grow faster so the average should be higher. Lets assume 20% revenue growth of all current customers = $2287M"
X Link 2023-04-17T22:08Z [----] followers, [----] engagements
"Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering over the next 12-24 months. If the bears were right he would be saying lets see what happens in 3-5 years $PLTR"
X Link 2023-04-19T15:48Z [----] followers, 17.1K engagements
"Joe Manchin is now asking Palantir to help congress write AI legislation Credit to @TheKameroon #Palantir CEO Alex Karp discussed energy security over breakfast with U.S. Senators Joe Manchin (D-VW) and Lisa Murkowski (R-AK) in Houston Texas during #CERAWeek. https://t.co/HTNGv6cp5j #Palantir CEO Alex Karp discussed energy security over breakfast with U.S. Senators Joe Manchin (D-VW) and Lisa Murkowski (R-AK) in Houston Texas during #CERAWeek. https://t.co/HTNGv6cp5j"
X Link 2023-04-19T16:40Z [----] followers, [----] engagements
"$PLTR wants 5% of the DOD budget to go towards software/AI. Lets pretend this happens [--] years from now. Lets also pretend Palantir captures 20% (1% of DOD budget) of the DOD software/AI spend. Proposed [----] DOD budget by Biden: $842 Billion. 1%= $8.4 Billion. Holy crap"
X Link 2023-04-19T18:37Z [----] followers, [----] engagements
"Pretty big news for $PLTR. S&P [---] inclusion causes increased momentum. When Palantir joins the index Every time the market cap increases the index must buy more (on predetermined dates). This works when companies grow or shrink. https://www.palantir.com/newsroom/letters/the-s-and-p-500/en/ https://www.palantir.com/newsroom/letters/the-s-and-p-500/en/"
X Link 2023-04-20T00:20Z [----] followers, [----] engagements
"Sold [--] $PLTR puts $8 strike expiring 5/12/23. I would love for this to execute. The $PLTR bull story has gotten much stronger in the last month IMO. Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering over the next 12-24 months. If the bears were right he would be saying lets see what happens in 3-5 years $PLTR https://t.co/qzT2xI3Mzr Most important part of the recent interview done by Alex Karp IMO. They are not moving the goal post. Alex Karp is literally saying they plan on delivering"
X Link 2023-04-20T15:29Z [----] followers, [----] engagements
"I believe $PLTR will hit $2.3B revenue in [----]. Im going to assume $2.3B for this tweet In order for $PLTR to hit $4.5B in [----] they would need to grow revenue 40% in both [----] and [----] If Palantir is growing 40% in [----] with $4B TTM revenue MC should be $70B IMO"
X Link 2023-04-22T18:59Z [----] followers, [----] engagements
"$PLTR is a behemoth in the making. There are definitely other tempting opportunities but I am doing my best to stay focused. I tend to be early but rarely wrong. I tend to lose focus and move on shortly before big moves upward. Not this time"
X Link 2023-04-23T19:29Z [----] followers, 10K engagements
"Oops 🤭 $PLTR"
X Link 2023-04-24T17:46Z [----] followers, 15.3K engagements
"Lets quickly compare customer growth $SNOW grew customers 31% YoY $PLTR grew customers 55% YoY if you include the government side 77% if you only count commercial customer growth If we assume customer growth is the leading indicator for revenue who is likely to grow faster"
X Link 2023-04-28T14:17Z [----] followers, 13.9K engagements
"Listened to $PLTR weekly. I have a lot of thoughts re the Palantir sales sucks argument. The truth is IMO if companies dont fall in line and buy the product they will be outcompeted. Companies will flock to Palantir. Also Palantir grew commercial customers 77% in [----] $PLTR commercial strategy- 1) break into an industry with 1-2 large partners (BP Airbus.) 2) make your partners monopolies or supers 3) Word gets out in selected industry 4) competitors start failing/desiring foundry 5) sell foundry to entire industry https://t.co/XhOILQkZkT $PLTR commercial strategy- 1) break into an industry"
X Link 2023-04-29T14:55Z [----] followers, 16.1K engagements
"Palantir is going to get paid. This is literally the App Store for government contracts In the App Store companies must pay Apple for access to iPhone owners. Want a government contract that requires IL-6 or [--] and your not Microsoft Amazon or Palantir Pay Palantir a toll"
X Link 2023-05-03T16:35Z [----] followers, 13.6K engagements
"In [----] $PLTR grew commercial customers 200%. In [----] Palantir grew commercial customers 77%. The question is how long can customers grow more than 50% while commercial revenue grows less then 30% They must converge at some point"
X Link 2023-05-05T14:42Z [----] followers, [----] engagements
"If $PLTR hits expected revenue of [---] Million tomorrow TTM revenue will be $1966m. We should break $2 Billion TTM revenue in Q2 IMO"
X Link 2023-05-08T01:50Z [----] followers, [----] engagements
"In Q1 we also closed our first $1 million deal for Apollo with a major tech company This is huge $PLTR"
X Link 2023-05-09T01:35Z [----] followers, [----] engagements
"Some clips I put together of Alex Karp at earnings stating they will take the whole market in this once in a generation opportunity $PLTR"
X Link 2023-05-09T03:59Z [----] followers, 40.8K engagements
"Might take some heat but I want to be honest. $PLTR Q1 [----] earnings were a 7/10 IMO. Pros: -Huge Revenue beat -Guidance lifted -Going to take the whole market -traction on Apollo Cons: -Huge rev beat due to (one time)unexpectedly high SPAC revenue -Customers grew only 24"
X Link 2023-05-10T02:16Z [----] followers, 12.3K engagements
"I sold my entire $PLTR position. Still very bullish on the company but the goal was always FI and I was able to get it (and then some) by switching my capital to $SLG. I could potentially see myself getting back in if the conditions are right but for now Im gunna celebrate. $PLTR reduced from 80% to 50% as shared in my last chat with @vinceisbullish. FOMO thanks but no thanks. $PLTR reduced from 80% to 50% as shared in my last chat with @vinceisbullish. FOMO thanks but no thanks"
X Link 2023-05-18T17:24Z [----] followers, 30.8K engagements
"Update re my holdings for transparency $PLTR: No position $UPST: No position $SLG: No position I have said it numerous times I made a mistake selling $PLTR. Both $UPST and $SLG while I believe in them are too high risk for me to be concentrated like I have been with $PLTR"
X Link 2023-05-27T15:14Z [----] followers, 12.3K engagements
"The $SOFI thesis is really easy (it doesnt have to be hard). Noto says they want to be a top ten bank in [--] years with [--] million members $TFC is a top ten bank $TFC has [--] million clients $TFC market cap $40 billion $SOFI has [---] million clients $SOFI MC $5 billion"
X Link 2023-05-28T15:32Z [----] followers, 22.7K engagements
"$SOFI revenue likely to drastically accelerate in Q4 [----] but this isnt what is most bullish IMO. What is most bullish IMO is new young professionals getting their student loans/refinancing their student loans with $SOFI and then setting up bank accounts. [--] year thesis"
X Link 2023-05-30T14:26Z [----] followers, [----] engagements
"What I like about being a $SOFI investor: I dont have to be right about the macro for $SOFI to perform well. $SOFI has advantages with high rates and advantages with low rates. The diversification makes the business appealing"
X Link 2023-05-31T19:13Z [----] followers, [----] engagements
"What is $SOFI worth (IMO) when: Student loans resume: $8-$9 Regional banking crisis ends and student loans resume: $12-$13 Regional banking crisis ends student loans resume and multiples increase with fed easing: $15-$16 Just my opinions I am wrong a lot NFA"
X Link 2023-06-05T14:51Z [----] followers, [----] engagements
"Confession time: I get much more anxious when my stocks are moving up. I feel like I need to do something. When they are down or flat I am really comfortable. Weird I would expect it to be the other way"
X Link 2023-06-09T16:33Z [----] followers, [----] engagements
"I just signed up for a SOFI savings and checking account. The app is super cool I have only ever used my credit union app historically which is not cool lol I was surprised to see I had points waiting from my credit score increasing Free money @SoFi $SOFI"
X Link 2023-06-11T17:50Z [----] followers, 27.8K engagements
"OMG 😱 everyone panic $SOFI has not been this low since. Tuesday"
X Link 2023-06-15T18:10Z [----] followers, [----] engagements
"People are gunna think Im nuts but I honestly believe $PLTR told us the coast was clear. Ill be more observant of macro clues from Palantir in the future. https://www.cnbc.com/amp/2023/05/10/palantir-dumps-50-million-gold-investment-two-years-after-buying-bars.html https://www.cnbc.com/amp/2023/05/10/palantir-dumps-50-million-gold-investment-two-years-after-buying-bars.html"
X Link 2023-06-18T20:33Z [----] followers, [----] engagements
"Just want to say congrats to everyone still holding $PLTR Happy for you all 🎉"
X Link 2023-07-18T23:56Z [----] followers, 10.5K engagements
"Quick back of the napkin $SOFI math Lets project [----] revenue at $2050 million $SOFI states profitability occurs in Q4 [----] Assume 30% revenue growth in 2024= $2665 million Assume management drops 30% of incremental new revenue to the bottom line = $184 million [----] profit"
X Link 2023-08-19T14:30Z [----] followers, 19.8K engagements
"I dont see why $PYPL is so popular right now. I keep seeing people say it is extremely cheap. What valuation methods are being used EPS is projected to grow 14% from [----] to [----] current PE of [--] I genuinely dont get it what am I missing"
X Link 2023-08-21T05:31Z [----] followers, 29.6K engagements
"This graphic shows why the big banks cannot afford to compete with $SOFI on an APY basis. The blue line is TTM Net Income (in Billions) The red line is what would happen to their net income if each bank increased their cost of deposits by just 1% AND you pull out dividends"
X Link 2023-09-17T19:59Z [----] followers, 29.6K engagements
"Anyone else notice how $SOFI financial services losses are going down fast then revenue is going up Meaning revenue is going up (fast) and at the same time costs are going down. Crazy"
X Link 2023-09-19T04:47Z [----] followers, [----] engagements
"Reading through $SOFI Q2 transcript. This answer from Noto really sticks out to me"
X Link 2023-09-21T02:38Z [----] followers, [----] engagements
"After a lot of reflection I have decided I am going to get back into $PLTR. Since leaving $PLTR I have been hopping from company to company and unable to get peace. I made a mistake selling $PLTR I dont want to make another mistake by staying out of it"
X Link 2023-10-07T15:01Z [----] followers, 28.4K engagements
"Can Palantir $PLTR triple clients in a couple of years as a result of AIP boot camps Thats the bull thesis. Simple"
X Link 2023-10-08T20:55Z [----] followers, [----] engagements
"I think Noto is a genius. If you want your company to command a premium multiple how do you do it You get tech growth. What did Noto and team do Step 1) maximize easy (lending) revenue Step 2) ramp tech growth Step 3) get a tech multiple on your revenue $25 inbound $SOFI"
X Link 2023-11-16T03:04Z [----] followers, [----] engagements
"Just want to remind everyone the biggest $SOFI bear case has been their loan book value being too high. What happens when the [--] year treasury falls Loans become more valuable. Selling loans is going to be easier as rates fall. The bear case is getting weaker"
X Link 2023-12-01T18:48Z [----] followers, [----] engagements
"Has anyone else noticed Q4 is going to be a much easier comp then Q3 was Q3 YoY growth was 27% If you assume management hits $585M Q4 revenue (upper side of guidance) $SOFI YoY growth is going to accelerate to 32% 1/2 👇"
X Link 2023-12-03T11:35Z [----] followers, 12.6K engagements
"Alright I didnt want to announce anything until it was official (because I didnt follow through last time) I officially own more $PLTR shares than I ever have. I no longer own a position in $SOFI still have a small position in $UPST I plan to hold $PLTR at least until $28"
X Link 2023-12-15T16:34Z [----] followers, 19.7K engagements
"One of the main reasons I bought back into $PLTR was this snippet from Q3 earnings What Karp is saying: 1) cost/customer acquired is going way down due to pilots being much shorter 2) 12x the speed of [----] pilots trialed"
X Link 2023-12-17T08:23Z [----] followers, 14K engagements
"Proud owner of [---] more $PLTR shares whoop whoop 🙌"
X Link 2024-01-05T21:19Z [----] followers, [----] engagements
"People will call me crazy (like they did with $UPST) I think $PLTR will be $50 before year end. Not guaranteed but I think its the most likely outcome. Small chance its $100 before year end EPS/revenue growth is going to be massive while AI bubble starts NFA"
X Link 2024-01-06T18:30Z [----] followers, 104.8K engagements
"Getting some healthy pushback let me explain: Over the last [--] quarters $PLTR went from -$0.18 TTM EPS to $0.07 ($0.25 change) with revenue growth of 20% AIP tailwind coming assume $0.25 EPS change to $0.32 TTM Currently trades at a PE of [---] Assume [---] PE on $0.32 = $64 People will call me crazy (like they did with $UPST) I think $PLTR will be $50 before year end. Not guaranteed but I think its the most likely outcome. Small chance its $100 before year end EPS/revenue growth is going to be massive while AI bubble starts NFA People will call me crazy (like they did with $UPST) I think $PLTR"
X Link 2024-01-06T18:58Z [----] followers, 50.8K engagements
"Lets spell it out: $PLTR has [---] commercial customers generating $251m or $760k/quarter/customer Palantir was doing bootcamps with [--] orgs in Nov. assume 70/month steady state for [----] or 840/year Assume 40% close or 336x$500k/Q= $168m 168m = 30% growth from AIP only 1/2"
X Link 2024-01-07T00:02Z [----] followers, 10.8K engagements
"We are [--] months from lets check back in a year and [--] months from lets check back in two Palantir was less than $9 at the time of this interview $PLTR"
X Link 2024-01-07T18:59Z [----] followers, 10.7K engagements
"Holy sh1t Tell me again about $PLTR being overvalued They effectively have an extra [--] beds This is without construction just software How many of the [----] hospitals in the U.S. do you think want to save $1.5 million Palantir makes your assets more valuable. $PLTR shaved [---] days off of patients' length of stay at Mount Sinai. The hospital is tracking a $1.5mn annualized Return on Investment after this small test in [--] department. Thanks to the success Mount Sinai is going to scale Palantir across its health system: https://t.co/ENOAGVDu33 $PLTR shaved [---] days off of patients' length of stay"
X Link 2024-01-08T23:21Z [----] followers, 14K engagements
"Use whatever metrics you want Palantir is expensive based on TTM data I think $PLTR will prove cheap base on price action this year. Metrics will still look expensive Will touch $50 before YE IMO Bookmark it no one agrees NFA"
X Link 2024-01-12T16:36Z [----] followers, [----] engagements
"I knew I had seen this before $PLTR cannot sell their product to $BA due to their agreement with Airbus. Sorry I couldnt make the text bigger"
X Link 2024-01-12T17:06Z [----] followers, 12K engagements
"$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking"
X Link 2024-02-29T05:50Z [----] followers, 13.6K engagements
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