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# ![@arny_trezzi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2562314224.png) @arny_trezzi Arny Trezzi

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

### Engagements: [-------] [#](/creator/twitter::2562314224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2562314224/c:line/m:interactions.svg)

- [--] Week [---------] +261%
- [--] Month [---------] +1,511%
- [--] Months [---------] -52%
- [--] Year [----------] -47%

### Mentions: [--] [#](/creator/twitter::2562314224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2562314224/c:line/m:posts_active.svg)

- [--] Month [--] +37%
- [--] Months [---] -34%
- [--] Year [---] -73%

### Followers: [------] [#](/creator/twitter::2562314224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2562314224/c:line/m:followers.svg)

- [--] Week [------] +0.45%
- [--] Month [------] +1.30%
- [--] Months [------] +18%
- [--] Year [------] +58%

### CreatorRank: [------] [#](/creator/twitter::2562314224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2562314224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #518 [technology brands](/list/technology-brands)  16% [finance](/list/finance)  #918 [automotive brands](/list/automotive-brands)  2% [celebrities](/list/celebrities)  1% [gaming](/list/gaming)  1% [currencies](/list/currencies)  1% [cryptocurrencies](/list/cryptocurrencies)  1% [countries](/list/countries)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[$pltr](/topic/$pltr) #3, [pltr](/topic/pltr) #2, [ai](/topic/ai) #631, [palantir](/topic/palantir) #201, [burry](/topic/burry) #16, [ceo](/topic/ceo) 4%, [$hood](/topic/$hood) 4%, [strong](/topic/strong) 3%, [business](/topic/business) 3%, [$abcl](/topic/$abcl) 3%

**Top accounts mentioned or mentioned by**
[@michaeljburry](/creator/undefined) [@amitisinvesting](/creator/undefined) [@em013l](/creator/undefined) [@arnytrezzi](/creator/undefined) [@qualityinvest5](/creator/undefined) [@palantirbullets](/creator/undefined) [@deepvalue47](/creator/undefined) [@capexandchill](/creator/undefined) [@spacemanzn](/creator/undefined) [@mmmtwealth](/creator/undefined) [@10009nyny](/creator/undefined) [@michaeljburrys](/creator/undefined) [@benitoz](/creator/undefined) [@grok](/creator/undefined) [@citrini7](/creator/undefined) [@fanmindeng](/creator/undefined) [@ssankar](/creator/undefined) [@mikeleestrategy](/creator/undefined) [@dsmiley411](/creator/undefined) [@jackprescottx](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Snowflake Inc. (SNOW)](/topic/$snow) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [HOOT (HOOT)](/topic/$hoot) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [RAI Finance (SOFI)](/topic/$sofi) [Apollo Global Management, Inc. (APO)](/topic/$apo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/arny_trezzi/status/2018672570883600758)  2026-02-03T13:07Z 56.3K followers, 29.8K engagements


"Every SaaS says AI. Only $PLTR delivers"  
[X Link](https://x.com/arny_trezzi/status/2013282030327386376)  2026-01-19T16:06Z 55.9K followers, 105K 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](https://x.com/arny_trezzi/status/2018290837919031326)  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](https://x.com/arny_trezzi/status/2018349650441359693)  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](https://x.com/arny_trezzi/status/2018431833835250119)  2026-02-02T21:10Z 55.9K followers, 29.2K engagements


"@TheTechInvest Maybe Burry is the bubble"  
[X Link](https://x.com/arny_trezzi/status/2018685056881938886)  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](https://x.com/arny_trezzi/status/2018782375027913079)  2026-02-03T20:23Z 56K 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](https://x.com/arny_trezzi/status/2019688612280037759)  2026-02-06T08:24Z 55.9K followers, 17K engagements


"@QualityInvest5 SBC is accounting. Investors just need to focus on FCF per share"  
[X Link](https://x.com/arny_trezzi/status/2020400316219601301)  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](https://x.com/arny_trezzi/status/2020889894101381430)  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](https://x.com/arny_trezzi/status/2020973692512239910)  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](https://x.com/arny_trezzi/status/2021130737018118259)  2026-02-10T07:54Z 55.9K 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](https://x.com/arny_trezzi/status/2021516870923473377)  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](https://x.com/arny_trezzi/status/2021536432905654546)  2026-02-11T10:46Z 56K followers, [----] engagements


"@10009nyny @MMMTwealth On the contrary"  
[X Link](https://x.com/arny_trezzi/status/2021575325398773984)  2026-02-11T13:21Z 56K followers, [--] engagements


"@NetWorthNotes Worried I dont have enough shares"  
[X Link](https://x.com/arny_trezzi/status/2021582969870192740)  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](https://x.com/arny_trezzi/status/2021927005999026663)  2026-02-12T12:38Z 56K 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](https://x.com/arny_trezzi/status/1996547445518381358)  2025-12-04T11:49Z 56.2K followers, 578K engagements


"RT @amitisinvesting: $PLTR PALANTIR EXTENDS THEIR PARTNERSHIP WITH AIRBUS FOR $1B [--] YEARS. Skywise was one of the first operating sys"  
[X Link](https://x.com/arny_trezzi/status/2021367285990998205)  2026-02-10T23:34Z 56.3K 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](https://x.com/arny_trezzi/status/2021502908550746328)  2026-02-11T08:33Z 56.2K followers, [--] engagements


"RT @MikeLeeStrategy: Brief & decisive takedown of Michael Burrys nonsense on #PLTR"  
[X Link](https://x.com/arny_trezzi/status/2022302802509230298)  2026-02-13T13:32Z 56.2K followers, [--] 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](https://x.com/arny_trezzi/status/2022722835794329894)  2026-02-14T17:21Z 56.3K 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](https://x.com/arny_trezzi/status/1973701986706219261)  2025-10-02T10:49Z 56.3K followers, 297.3K engagements


"$PLTR Q4 deal activity was ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ 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](https://x.com/arny_trezzi/status/2017203593145692334)  2026-01-30T11:49Z 56.3K followers, 107.8K engagements


"There is SaaS then there is $PLTR:"  
[X Link](https://x.com/arny_trezzi/status/2018437163247894692)  2026-02-02T21:31Z 56.3K followers, 34.2K engagements


"$PLTR SPELLS MAGIC"  
[X Link](https://x.com/arny_trezzi/status/2018665877697331413)  2026-02-03T12:40Z 56.3K followers, 42.1K 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](https://x.com/arny_trezzi/status/2018681343404544354)  2026-02-03T13:41Z 56.3K followers, 17.5K engagements


"I bought ๐Ÿฟ"  
[X Link](https://x.com/arny_trezzi/status/2019179564782522475)  2026-02-04T22:41Z 56.3K followers, [----] engagements


"@YahooFinance His reasoning capabilities are completely gone"  
[X Link](https://x.com/arny_trezzi/status/2022236758214361503)  2026-02-13T09:09Z 56.3K 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](https://x.com/arny_trezzi/status/2022284615231119581)  2026-02-13T12:19Z 56.3K followers, 461.7K engagements


"@DeepValue47 @PLTRs_Palantir @dsmiley411 Too scared to do it. Burrito is actually a pussy"  
[X Link](https://x.com/arny_trezzi/status/2022519638341640536)  2026-02-14T03:53Z 56.3K followers, [----] engagements


"RT @JackPrescottX: Michael Burry: Palantir is not a real AI company Palantir:"  
[X Link](https://x.com/arny_trezzi/status/2022723936920940735)  2026-02-14T17:25Z 56.3K followers, [--] 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](https://x.com/arny_trezzi/status/2022730313462411378)  2026-02-14T17:51Z 56.3K followers, [---] engagements


"What does $PLTR do PRRRRRRRRRRRRRRRRRRRRRR"  
[X Link](https://x.com/arny_trezzi/status/2018439509730369862)  2026-02-02T21:40Z 56.3K followers, 11.2K engagements


"$PLTR makes me โœˆ"  
[X Link](https://x.com/arny_trezzi/status/2018756201119359268)  2026-02-03T18:39Z 56.3K followers, 20.9K engagements


"$PLTR investors today:"  
[X Link](https://x.com/arny_trezzi/status/2018781237440389349)  2026-02-03T20:18Z 56.3K followers, 14.6K engagements


"What are you buying ๐Ÿ‘€"  
[X Link](https://x.com/arny_trezzi/status/2019096467265196324)  2026-02-04T17:11Z 56.3K followers, 42.7K engagements


"@michaeljburry Replying would be a great start ๐Ÿ‘ 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](https://x.com/arny_trezzi/status/2021124895401226392)  2026-02-10T07:31Z 56.3K followers, 19.1K engagements


"@Lootster @michaeljburry @PalantirBullets Call of duty"  
[X Link](https://x.com/arny_trezzi/status/2022286718414573960)  2026-02-13T12:28Z 56.3K followers, [----] engagements


"@michaeljburry I read it. It's burryshit ๐Ÿ‘‡ 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](https://x.com/arny_trezzi/status/2022289470939132047)  2026-02-13T12:39Z 56.3K followers, [----] engagements


"@mindthelongterm @michaeljburry @PalantirBullets Bombastically dangerous"  
[X Link](https://x.com/arny_trezzi/status/2022303963412824094)  2026-02-13T13:36Z 56.3K followers, [----] engagements


"@em013L 4% dilution is just dumb at this point. So his thesis is actually bullish ๐Ÿคฃ"  
[X Link](https://x.com/arny_trezzi/status/2022373131113877862)  2026-02-13T18:11Z 56.3K followers, [----] engagements


"@tenaglia_john @jawwwn_ @michaeljburry @PalantirBullets Maybe I should thank him for the opportunity ๐Ÿคฃ"  
[X Link](https://x.com/arny_trezzi/status/2022374132470411452)  2026-02-13T18:15Z 56.3K followers, [----] engagements


"$PLTR is only +12% YoY but its EPS grew 8x"  
[X Link](https://x.com/arny_trezzi/status/2022393221205340238)  2026-02-13T19:31Z 56.3K followers, 60.9K engagements


"@pip_net Spoiler. Hood is the disruptor in prediction markets"  
[X Link](https://x.com/arny_trezzi/status/2022398003269730547)  2026-02-13T19:50Z 56.3K followers, [----] 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](https://x.com/arny_trezzi/status/2022640270827753970)  2026-02-14T11:53Z 56.3K followers, [----] engagements


"@amitisinvesting Us reading the report"  
[X Link](https://x.com/arny_trezzi/status/2022732324396278164)  2026-02-14T17:59Z 56.3K followers, 19.1K engagements


"@RJCcapital How come I am the only unblocked one ๐Ÿฅฒ"  
[X Link](https://x.com/arny_trezzi/status/2022774059168145542)  2026-02-14T20:44Z 56.3K followers, [----] engagements


"@em013L Legendary ๐Ÿ”ฅ"  
[X Link](https://x.com/arny_trezzi/status/2022775388825342008)  2026-02-14T20:50Z 56.3K 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](https://x.com/arny_trezzi/status/2022803625605472667)  2026-02-14T22:42Z 56.3K followers, [--] engagements


"Is Burry nervous"  
[X Link](https://x.com/arny_trezzi/status/2022804204637532558)  2026-02-14T22:44Z 56.3K followers, 32.8K 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](https://x.com/arny_trezzi/status/2022829601064411632)  2026-02-15T00:25Z 56.3K followers, [----] engagements


"@Couch_Investor Value bubble ๐Ÿ˜…"  
[X Link](https://x.com/arny_trezzi/status/2022842053697180105)  2026-02-15T01:15Z 56.3K followers, [---] engagements


"@Mufasa_Capital ๐Ÿ˜…"  
[X Link](https://x.com/arny_trezzi/status/2022957786771165671)  2026-02-15T08:54Z 56.3K followers, [--] engagements


"@BourbonInsider bruh https://x.com/arny_trezzi/status/2013282030327386376s=20 Every SaaS says AI. Only $PLTR delivers. https://t.co/FpdjnIqAhT https://x.com/arny_trezzi/status/2013282030327386376s=20 Every SaaS says AI. Only $PLTR delivers. https://t.co/FpdjnIqAhT"  
[X Link](https://x.com/arny_trezzi/status/2016866181949395106)  2026-01-29T13:29Z 55.7K followers, [----] engagements


"@jarad1821 @BourbonInsider True only $SNOW is a similar size. At the same time $PLTR margins are way better despite being smaller in a sector with strong economies of scale"  
[X Link](https://x.com/arny_trezzi/status/2017168274308337702)  2026-01-30T09:29Z 55.7K followers, [---] engagements


"@TodaroRichard @PalantirBullets Thank you so much for your kind words Richard"  
[X Link](https://x.com/arny_trezzi/status/2017272369547460671)  2026-01-30T16:23Z 55.8K followers, [----] engagements


"$PLTR extends Contract with US Research Lab: AI/ML across the Department of Defense; up to $229mn over [--] year - insane-; partner since [----]. $PLTR Government: It's Now or Never ๐Ÿ‘‡ https://arnytrezzi.substack.com/p/palantir-government-its-now-or-never https://arnytrezzi.substack.com/p/palantir-government-its-now-or-never"  
[X Link](https://x.com/arny_trezzi/status/1575441926932897793)  2022-09-29T11:06Z 55.9K followers, [---] engagements


"@CCM_Brett Not following closely recently but $MKTX is inferior to $TW https://x.com/arny_trezzi/status/1682004339508871174s=20 1/ $TW is a compounding beast eating market share in an inevitable trend in financial markets. The current price does not reflect the strength of the fundamentals which thrive amid volatile markets creating an asymmetric opportunity. My thesis in a few tweets๐Ÿ‘‡ https://t.co/83Udia0Bcn https://x.com/arny_trezzi/status/1682004339508871174s=20 1/ $TW is a compounding beast eating market share in an inevitable trend in financial markets. The current price does not"  
[X Link](https://x.com/arny_trezzi/status/1772691262623084830)  2024-03-26T18:25Z 55.9K followers, [----] engagements


"$PLTR is at the "BEYOND" of the AI stages according to @sequoia. Ahead"  
[X Link](https://x.com/arny_trezzi/status/1773009177671028845)  2024-03-27T15:28Z 55.9K followers, 11.5K engagements


"$PLTR AIP has a 2-month test (pilot). If this applies to all potential clients we should see a rapid ramp-up in clients in Q1. Palantir is currently running [---] Bootcamps/month"  
[X Link](https://x.com/arny_trezzi/status/1781043139114934342)  2024-04-18T19:32Z 55.9K followers, 12.5K engagements


"โšก $PLTR is a key partner of $AMZN 's new Nova Foundation Models: Excited about the new Amazon Nova Foundation Models from @awscloud and our partnership to help integrate them seamlessly into @PalantirTech's AIP. $PLTR https://t.co/uMFs58aJKF Excited about the new Amazon Nova Foundation Models from @awscloud and our partnership to help integrate them seamlessly into @PalantirTech's AIP. $PLTR https://t.co/uMFs58aJKF"  
[X Link](https://x.com/arny_trezzi/status/1864012781487317343)  2024-12-03T18:24Z 55.9K followers, 42.4K engagements


"$AAPL has a serious currency risk. 60% of Revenues come from outside the US. A strong USD makes the money Apple receives worth less. Not what you want to see at 32x PE"  
[X Link](https://x.com/arny_trezzi/status/1879158681310536173)  2025-01-14T13:28Z 55.9K followers, 17.9K engagements


"๐Ÿšจ $PLTR partners with $QCOM run Ontology and AI capabilities on Qualcomms edge computing platforms. MASSIVE"  
[X Link](https://x.com/anyuser/status/1900314233679536580)  2025-03-13T22:33Z 56.3K followers, 225.2K engagements


"@ondrejslunecko @GarciaCap Paincoin"  
[X Link](https://x.com/arny_trezzi/status/1935672917129310405)  2025-06-19T12:16Z 55.9K followers, [---] 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](https://x.com/arny_trezzi/status/1946190948137927088)  2025-07-18T12:50Z 55.9K followers, 136.3K engagements


"@InvestInAssets My bet is on $abcl which is around $1bn mkt cap"  
[X Link](https://x.com/arny_trezzi/status/1953764570092249558)  2025-08-08T10:25Z 55.9K followers, 11.1K engagements


"There is no next $PLTR"  
[X Link](https://x.com/arny_trezzi/status/1953767325691203899)  2025-08-08T10:36Z 55.9K followers, 86.4K engagements


"@SelfMadeMastery $HOOT"  
[X Link](https://x.com/arny_trezzi/status/1986192152229998866)  2025-11-05T22:01Z 55.9K followers, [---] engagements


"If AI makes coding a commodity access to the use case becomes the moat. You need access to the battlefield to build reliable software for the battlefield. $PLTR solves the most complex use cases also in the corporate world. Dominance is inevitable"  
[X Link](https://x.com/arny_trezzi/status/2003459384333206000)  2025-12-23T13:35Z 55.9K followers, 15.2K engagements


"@JackPrescottX Especially on the margin side I don't see why they couldn't keep expanding"  
[X Link](https://x.com/arny_trezzi/status/2017306071874830640)  2026-01-30T18:37Z 55.8K followers, [----] engagements


"@amendandpretend $PLTR results don't say so"  
[X Link](https://x.com/arny_trezzi/status/2018263453178216679)  2026-02-02T10:01Z 55.9K followers, [----] engagements


"@RealMattMoney @amitisinvesting Inevitable"  
[X Link](https://x.com/arny_trezzi/status/2018264117094621691)  2026-02-02T10:03Z 55.9K followers, [----] engagements


"@rohanpaul_ai Thanks Goldman for confirming $PLTR is the right pick"  
[X Link](https://x.com/arny_trezzi/status/2018350530272059588)  2026-02-02T15:47Z 55.9K followers, [----] engagements


"@Couch_Investor @em013L @Kross_Roads TradeRepublic and Scalable Capital are doing a great job in Italy tbh. Hood can't miss the train"  
[X Link](https://x.com/arny_trezzi/status/2018364476739739918)  2026-02-02T16:42Z 55.9K followers, [---] engagements


"@Citrini7 It's a bombastic experience"  
[X Link](https://x.com/arny_trezzi/status/2018619063363391519)  2026-02-03T09:34Z 55.9K followers, [----] engagements


"@amitisinvesting Palantir spells magic"  
[X Link](https://x.com/arny_trezzi/status/2018619636498280813)  2026-02-03T09:36Z 55.9K followers, [----] engagements


"@TheLongInvest What cash flow"  
[X Link](https://x.com/arny_trezzi/status/2018683797856788905)  2026-02-03T13:51Z 55.9K followers, 10.4K engagements


"@AverageDipBuyer @acce It just shocked investors"  
[X Link](https://x.com/arny_trezzi/status/2018684596963987686)  2026-02-03T13:54Z 55.9K followers, [----] engagements


"$PLTR at $12 vs at $6 ๐Ÿ˜…"  
[X Link](https://x.com/anyuser/status/1660717752074510348)  2023-05-22T18:42Z 56K followers, 11.6K engagements


"$PLTR bear hunting season is open ๐Ÿ˜ฌ"  
[X Link](https://x.com/arny_trezzi/status/1665721086942625792)  2023-06-05T14:03Z 56K followers, 12.5K engagements


"This Italian pump producer with an ugly website destroyed the s&p500: $IP.MI +420% $SPY +193% Ugly is beautiful"  
[X Link](https://x.com/arny_trezzi/status/1715332435242541287)  2023-10-20T11:41Z 56K followers, [----] engagements


"โ— $PLTR CEO at Munich Security Conference today:"  
[X Link](https://x.com/arny_trezzi/status/1758611730781929591)  2024-02-16T21:58Z 56K followers, 39.4K engagements


"$PLTR CTO @ssankar new brilliant interview at @CNBC:"  
[X Link](https://x.com/arny_trezzi/status/1843675617298137328)  2024-10-08T15:31Z 55.9K followers, 232.2K engagements


"$PLTR UBS just initiated its coverage at $80 target. [--] large customers unveiled critical details on the success of AIP. Here is what you need to know: [--]. Palantir is the perfect all-in-one platform "The front end is just too unique. Palantir is really the perfect all-in-one platform where you do everything on it from the data lake all the way up to the analytics and implementation all in one place." [--]. Foundry and AIP live together "Foundry and AIP are 100% integrated so you really cant do one without the other and you really shouldnt think of the two as disparate products. You cant do AIP"  
[X Link](https://x.com/arny_trezzi/status/1870213518466916769)  2024-12-20T21:03Z 56K followers, 265.4K engagements


"$PLTR CEO Alex Karp mentioned by the @chamath. @theallinpod (+700k subs) is the most influential business pod"  
[X Link](https://x.com/arny_trezzi/status/1870547571254460555)  2024-12-21T19:11Z 56K followers, 634.3K engagements


"$PLTR x DOGE ๐Ÿ‘€"  
[X Link](https://x.com/anyuser/status/1865889672196497510)  2024-12-08T22:42Z 56K followers, 77.9K engagements


"$HOOD must be generating A LOT of transaction revenues. Peak volumes"  
[X Link](https://x.com/arny_trezzi/status/1908174126222643372)  2025-04-04T15:05Z 56K followers, 121K engagements


"$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/1659233232397664271)  2023-05-18T16:23Z 56.2K followers, 69.8K engagements


"What stock is this"  
[X Link](https://x.com/arny_trezzi/status/1726587039695753457)  2023-11-20T13:03Z 56.1K followers, 21.6K engagements


"@illimitybank an "Italian $SOFI ": $350mn Market Cap $105mn Net Income (no adj) 5.7% Dividend Yield More appealing than $SOFI"  
[X Link](https://x.com/arny_trezzi/status/1768657776346042766)  2024-03-15T15:17Z 56.1K followers, [----] engagements


"$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:"  
[X Link](https://x.com/arny_trezzi/status/1744485056951759237)  2024-01-08T22:23Z 56.2K followers, 57.9K engagements


"@digitalcleavage $105mn is the cost of opinions"  
[X Link](https://x.com/arny_trezzi/status/1763637086765154497)  2024-03-01T18:47Z 56.2K followers, [---] engagements


"1/ $APO is the dominant investor in private credit. The $150 price doesn't reflect the perfectly synergic engine that makes Apollo a generational compounder. This is Berkshire [---]. My thesis in a few charts ๐Ÿงต"  
[X Link](https://x.com/anyuser/status/1894107447138099499)  2025-02-24T19:29Z 56.2K followers, 192.7K engagements


"@amitisinvesting Few realize that stock picking in tech is essentially CEO with mission picking. Proud if my ceos"  
[X Link](https://x.com/arny_trezzi/status/1939763439976460664)  2025-06-30T19:10Z 56.2K followers, 29.7K engagements


"@TrendSpider Last time people talked about head and shoulders the stock went 2x. Just saying"  
[X Link](https://x.com/arny_trezzi/status/1998000073750323315)  2025-12-08T12:01Z 56.2K 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](https://x.com/arny_trezzi/status/1789360947678597237)  2024-05-11T18:24Z 56.3K followers, 50.9K engagements


"$PLTR JOINS THE S&P500 ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"  
[X Link](https://x.com/arny_trezzi/status/1832167990646784078)  2024-09-06T21:24Z 56.3K followers, 71.1K engagements


"$PLTR Q3 deal activity was ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ 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](https://x.com/arny_trezzi/status/1983551306808614912)  2025-10-29T15:07Z 56.3K followers, 91.5K engagements


"$PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate $PLTR Commercial clients count is 3x since 21q1. Yet Revenues are only up +110%. Will Revenues keep accelerating https://t.co/szzKnzwTSP $PLTR Commercial clients count is 3x since 21q1. Yet Revenues are only up +110%. Will Revenues keep accelerating https://t.co/szzKnzwTSP"  
[X Link](https://x.com/arny_trezzi/status/1985756066450133327)  2025-11-04T17:08Z 56.3K followers, 49.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@arny_trezzi Avatar @arny_trezzi Arny Trezzi

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

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [---------] +261%
  • [--] Month [---------] +1,511%
  • [--] Months [---------] -52%
  • [--] Year [----------] -47%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] +37%
  • [--] Months [---] -34%
  • [--] Year [---] -73%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.45%
  • [--] Month [------] +1.30%
  • [--] Months [------] +18%
  • [--] Year [------] +58%

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #518 technology brands 16% finance #918 automotive brands 2% celebrities 1% gaming 1% currencies 1% cryptocurrencies 1% countries 1% financial services 1%

Social topic influence $pltr #3, pltr #2, ai #631, palantir #201, burry #16, ceo 4%, $hood 4%, strong 3%, business 3%, $abcl 3%

Top accounts mentioned or mentioned by @michaeljburry @amitisinvesting @em013l @arnytrezzi @qualityinvest5 @palantirbullets @deepvalue47 @capexandchill @spacemanzn @mmmtwealth @10009nyny @michaeljburrys @benitoz @grok @citrini7 @fanmindeng @ssankar @mikeleestrategy @dsmiley411 @jackprescottx

Top assets mentioned Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) AbCellera Biologics Inc. (ABCL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) PayPal Holdings Inc (PYPL) Snowflake Inc. (SNOW) Tradeweb Markets Inc. Class A Common Stock (TW) MarketAxess Holdings Inc. (MKTX) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) QUALCOMM, Inc. (QCOM) HOOT (HOOT) SPDR S&P [---] ETF Trust (SPY) RAI Finance (SOFI) Apollo Global Management, Inc. (APO)

Top Social Posts

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

"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 56.3K followers, 29.8K engagements

"Every SaaS says AI. Only $PLTR delivers"
X Link 2026-01-19T16:06Z 55.9K followers, 105K 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

"@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

"@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 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

"" $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 56.2K followers, 578K 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 56.3K 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 56.2K followers, [--] engagements

"RT @MikeLeeStrategy: Brief & decisive takedown of Michael Burrys nonsense on #PLTR"
X Link 2026-02-13T13:32Z 56.2K followers, [--] 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 56.3K 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 56.3K followers, 297.3K engagements

"$PLTR Q4 deal activity was ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ 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 56.3K followers, 107.8K engagements

"There is SaaS then there is $PLTR:"
X Link 2026-02-02T21:31Z 56.3K followers, 34.2K engagements

"$PLTR SPELLS MAGIC"
X Link 2026-02-03T12:40Z 56.3K followers, 42.1K 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 56.3K followers, 17.5K engagements

"I bought ๐Ÿฟ"
X Link 2026-02-04T22:41Z 56.3K followers, [----] engagements

"@YahooFinance His reasoning capabilities are completely gone"
X Link 2026-02-13T09:09Z 56.3K 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 56.3K followers, 461.7K engagements

"@DeepValue47 @PLTRs_Palantir @dsmiley411 Too scared to do it. Burrito is actually a pussy"
X Link 2026-02-14T03:53Z 56.3K followers, [----] engagements

"RT @JackPrescottX: Michael Burry: Palantir is not a real AI company Palantir:"
X Link 2026-02-14T17:25Z 56.3K followers, [--] 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 56.3K followers, [---] engagements

"What does $PLTR do PRRRRRRRRRRRRRRRRRRRRRR"
X Link 2026-02-02T21:40Z 56.3K followers, 11.2K engagements

"$PLTR makes me โœˆ"
X Link 2026-02-03T18:39Z 56.3K followers, 20.9K engagements

"$PLTR investors today:"
X Link 2026-02-03T20:18Z 56.3K followers, 14.6K engagements

"What are you buying ๐Ÿ‘€"
X Link 2026-02-04T17:11Z 56.3K followers, 42.7K engagements

"@michaeljburry Replying would be a great start ๐Ÿ‘ 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 56.3K followers, 19.1K engagements

"@Lootster @michaeljburry @PalantirBullets Call of duty"
X Link 2026-02-13T12:28Z 56.3K followers, [----] engagements

"@michaeljburry I read it. It's burryshit ๐Ÿ‘‡ 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 56.3K followers, [----] engagements

"@mindthelongterm @michaeljburry @PalantirBullets Bombastically dangerous"
X Link 2026-02-13T13:36Z 56.3K followers, [----] engagements

"@em013L 4% dilution is just dumb at this point. So his thesis is actually bullish ๐Ÿคฃ"
X Link 2026-02-13T18:11Z 56.3K followers, [----] engagements

"@tenaglia_john @jawwwn_ @michaeljburry @PalantirBullets Maybe I should thank him for the opportunity ๐Ÿคฃ"
X Link 2026-02-13T18:15Z 56.3K followers, [----] engagements

"$PLTR is only +12% YoY but its EPS grew 8x"
X Link 2026-02-13T19:31Z 56.3K followers, 60.9K engagements

"@pip_net Spoiler. Hood is the disruptor in prediction markets"
X Link 2026-02-13T19:50Z 56.3K followers, [----] 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 56.3K followers, [----] engagements

"@amitisinvesting Us reading the report"
X Link 2026-02-14T17:59Z 56.3K followers, 19.1K engagements

"@RJCcapital How come I am the only unblocked one ๐Ÿฅฒ"
X Link 2026-02-14T20:44Z 56.3K followers, [----] engagements

"@em013L Legendary ๐Ÿ”ฅ"
X Link 2026-02-14T20:50Z 56.3K 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 56.3K followers, [--] engagements

"Is Burry nervous"
X Link 2026-02-14T22:44Z 56.3K followers, 32.8K 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 56.3K followers, [----] engagements

"@Couch_Investor Value bubble ๐Ÿ˜…"
X Link 2026-02-15T01:15Z 56.3K followers, [---] engagements

"@Mufasa_Capital ๐Ÿ˜…"
X Link 2026-02-15T08:54Z 56.3K followers, [--] engagements

"@BourbonInsider bruh https://x.com/arny_trezzi/status/2013282030327386376s=20 Every SaaS says AI. Only $PLTR delivers. https://t.co/FpdjnIqAhT https://x.com/arny_trezzi/status/2013282030327386376s=20 Every SaaS says AI. Only $PLTR delivers. https://t.co/FpdjnIqAhT"
X Link 2026-01-29T13:29Z 55.7K followers, [----] engagements

"@jarad1821 @BourbonInsider True only $SNOW is a similar size. At the same time $PLTR margins are way better despite being smaller in a sector with strong economies of scale"
X Link 2026-01-30T09:29Z 55.7K followers, [---] engagements

"@TodaroRichard @PalantirBullets Thank you so much for your kind words Richard"
X Link 2026-01-30T16:23Z 55.8K followers, [----] engagements

"$PLTR extends Contract with US Research Lab: AI/ML across the Department of Defense; up to $229mn over [--] year - insane-; partner since [----]. $PLTR Government: It's Now or Never ๐Ÿ‘‡ https://arnytrezzi.substack.com/p/palantir-government-its-now-or-never https://arnytrezzi.substack.com/p/palantir-government-its-now-or-never"
X Link 2022-09-29T11:06Z 55.9K followers, [---] engagements

"@CCM_Brett Not following closely recently but $MKTX is inferior to $TW https://x.com/arny_trezzi/status/1682004339508871174s=20 1/ $TW is a compounding beast eating market share in an inevitable trend in financial markets. The current price does not reflect the strength of the fundamentals which thrive amid volatile markets creating an asymmetric opportunity. My thesis in a few tweets๐Ÿ‘‡ https://t.co/83Udia0Bcn https://x.com/arny_trezzi/status/1682004339508871174s=20 1/ $TW is a compounding beast eating market share in an inevitable trend in financial markets. The current price does not"
X Link 2024-03-26T18:25Z 55.9K followers, [----] engagements

"$PLTR is at the "BEYOND" of the AI stages according to @sequoia. Ahead"
X Link 2024-03-27T15:28Z 55.9K followers, 11.5K engagements

"$PLTR AIP has a 2-month test (pilot). If this applies to all potential clients we should see a rapid ramp-up in clients in Q1. Palantir is currently running [---] Bootcamps/month"
X Link 2024-04-18T19:32Z 55.9K followers, 12.5K engagements

"โšก $PLTR is a key partner of $AMZN 's new Nova Foundation Models: Excited about the new Amazon Nova Foundation Models from @awscloud and our partnership to help integrate them seamlessly into @PalantirTech's AIP. $PLTR https://t.co/uMFs58aJKF Excited about the new Amazon Nova Foundation Models from @awscloud and our partnership to help integrate them seamlessly into @PalantirTech's AIP. $PLTR https://t.co/uMFs58aJKF"
X Link 2024-12-03T18:24Z 55.9K followers, 42.4K engagements

"$AAPL has a serious currency risk. 60% of Revenues come from outside the US. A strong USD makes the money Apple receives worth less. Not what you want to see at 32x PE"
X Link 2025-01-14T13:28Z 55.9K followers, 17.9K engagements

"๐Ÿšจ $PLTR partners with $QCOM run Ontology and AI capabilities on Qualcomms edge computing platforms. MASSIVE"
X Link 2025-03-13T22:33Z 56.3K followers, 225.2K engagements

"@ondrejslunecko @GarciaCap Paincoin"
X Link 2025-06-19T12:16Z 55.9K followers, [---] 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 55.9K followers, 136.3K engagements

"@InvestInAssets My bet is on $abcl which is around $1bn mkt cap"
X Link 2025-08-08T10:25Z 55.9K followers, 11.1K engagements

"There is no next $PLTR"
X Link 2025-08-08T10:36Z 55.9K followers, 86.4K engagements

"@SelfMadeMastery $HOOT"
X Link 2025-11-05T22:01Z 55.9K followers, [---] engagements

"If AI makes coding a commodity access to the use case becomes the moat. You need access to the battlefield to build reliable software for the battlefield. $PLTR solves the most complex use cases also in the corporate world. Dominance is inevitable"
X Link 2025-12-23T13:35Z 55.9K followers, 15.2K engagements

"@JackPrescottX Especially on the margin side I don't see why they couldn't keep expanding"
X Link 2026-01-30T18:37Z 55.8K followers, [----] engagements

"@amendandpretend $PLTR results don't say so"
X Link 2026-02-02T10:01Z 55.9K followers, [----] engagements

"@RealMattMoney @amitisinvesting Inevitable"
X Link 2026-02-02T10:03Z 55.9K followers, [----] engagements

"@rohanpaul_ai Thanks Goldman for confirming $PLTR is the right pick"
X Link 2026-02-02T15:47Z 55.9K followers, [----] engagements

"@Couch_Investor @em013L @Kross_Roads TradeRepublic and Scalable Capital are doing a great job in Italy tbh. Hood can't miss the train"
X Link 2026-02-02T16:42Z 55.9K followers, [---] engagements

"@Citrini7 It's a bombastic experience"
X Link 2026-02-03T09:34Z 55.9K followers, [----] engagements

"@amitisinvesting Palantir spells magic"
X Link 2026-02-03T09:36Z 55.9K followers, [----] engagements

"@TheLongInvest What cash flow"
X Link 2026-02-03T13:51Z 55.9K followers, 10.4K engagements

"@AverageDipBuyer @acce It just shocked investors"
X Link 2026-02-03T13:54Z 55.9K followers, [----] engagements

"$PLTR at $12 vs at $6 ๐Ÿ˜…"
X Link 2023-05-22T18:42Z 56K followers, 11.6K engagements

"$PLTR bear hunting season is open ๐Ÿ˜ฌ"
X Link 2023-06-05T14:03Z 56K followers, 12.5K engagements

"This Italian pump producer with an ugly website destroyed the s&p500: $IP.MI +420% $SPY +193% Ugly is beautiful"
X Link 2023-10-20T11:41Z 56K followers, [----] engagements

"โ— $PLTR CEO at Munich Security Conference today:"
X Link 2024-02-16T21:58Z 56K followers, 39.4K engagements

"$PLTR CTO @ssankar new brilliant interview at @CNBC:"
X Link 2024-10-08T15:31Z 55.9K followers, 232.2K engagements

"$PLTR UBS just initiated its coverage at $80 target. [--] large customers unveiled critical details on the success of AIP. Here is what you need to know: [--]. Palantir is the perfect all-in-one platform "The front end is just too unique. Palantir is really the perfect all-in-one platform where you do everything on it from the data lake all the way up to the analytics and implementation all in one place." [--]. Foundry and AIP live together "Foundry and AIP are 100% integrated so you really cant do one without the other and you really shouldnt think of the two as disparate products. You cant do AIP"
X Link 2024-12-20T21:03Z 56K followers, 265.4K engagements

"$PLTR CEO Alex Karp mentioned by the @chamath. @theallinpod (+700k subs) is the most influential business pod"
X Link 2024-12-21T19:11Z 56K followers, 634.3K engagements

"$PLTR x DOGE ๐Ÿ‘€"
X Link 2024-12-08T22:42Z 56K followers, 77.9K engagements

"$HOOD must be generating A LOT of transaction revenues. Peak volumes"
X Link 2025-04-04T15:05Z 56K followers, 121K engagements

"$PLTR reduced from 80% to 50% as shared in my last chat with @vinceisbullish. FOMO thanks but no thanks"
X Link 2023-05-18T16:23Z 56.2K followers, 69.8K engagements

"What stock is this"
X Link 2023-11-20T13:03Z 56.1K followers, 21.6K engagements

"@illimitybank an "Italian $SOFI ": $350mn Market Cap $105mn Net Income (no adj) 5.7% Dividend Yield More appealing than $SOFI"
X Link 2024-03-15T15:17Z 56.1K followers, [----] engagements

"$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:"
X Link 2024-01-08T22:23Z 56.2K followers, 57.9K engagements

"@digitalcleavage $105mn is the cost of opinions"
X Link 2024-03-01T18:47Z 56.2K followers, [---] engagements

"1/ $APO is the dominant investor in private credit. The $150 price doesn't reflect the perfectly synergic engine that makes Apollo a generational compounder. This is Berkshire [---]. My thesis in a few charts ๐Ÿงต"
X Link 2025-02-24T19:29Z 56.2K followers, 192.7K engagements

"@amitisinvesting Few realize that stock picking in tech is essentially CEO with mission picking. Proud if my ceos"
X Link 2025-06-30T19:10Z 56.2K followers, 29.7K engagements

"@TrendSpider Last time people talked about head and shoulders the stock went 2x. Just saying"
X Link 2025-12-08T12:01Z 56.2K 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 56.3K followers, 50.9K engagements

"$PLTR JOINS THE S&P500 ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"
X Link 2024-09-06T21:24Z 56.3K followers, 71.1K engagements

"$PLTR Q3 deal activity was ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ 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 56.3K followers, 91.5K engagements

"$PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate $PLTR Commercial clients count is 3x since 21q1. Yet Revenues are only up +110%. Will Revenues keep accelerating https://t.co/szzKnzwTSP $PLTR Commercial clients count is 3x since 21q1. Yet Revenues are only up +110%. Will Revenues keep accelerating https://t.co/szzKnzwTSP"
X Link 2025-11-04T17:08Z 56.3K followers, 49.5K engagements

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@arny_trezzi
/creator/twitter::arny_trezzi