# ![@em013L Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4567496241.png) @em013L Emir M | Type-F Capital

Emir M | Type-F Capital posts on X about $pltr, palantir, $hood, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4567496241/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4567496241/c:line/m:interactions.svg)

- [--] Week [------] -61%
- [--] Month [-------] -14%
- [--] Months [---------] +11%
- [--] Year [---------] +14%

### Mentions: [--] [#](/creator/twitter::4567496241/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4567496241/c:line/m:posts_active.svg)

- [--] Month [--] -69%
- [--] Months [---] +5.70%
- [--] Year [---] -40%

### Followers: [------] [#](/creator/twitter::4567496241/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4567496241/c:line/m:followers.svg)

- [--] Week [------] +0.24%
- [--] Month [------] +1.20%
- [--] Months [------] +24%
- [--] Year [------] +67%

### CreatorRank: [---------] [#](/creator/twitter::4567496241/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4567496241/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.41% [technology brands](/list/technology-brands)  26.76% [finance](/list/finance)  12.68% [automotive brands](/list/automotive-brands)  7.04% [formula 1](/list/formula-1)  4.23% [luxury brands](/list/luxury-brands)  2.11% [celebrities](/list/celebrities)  1.41% [countries](/list/countries)  1.41% [social networks](/list/social-networks)  1.41% [cryptocurrencies](/list/cryptocurrencies)  0.7%

**Social topic influence**
[$pltr](/topic/$pltr) #369, [palantir](/topic/palantir) #313, [$hood](/topic/$hood) #462, [in the](/topic/in-the) 4.93%, [pltr](/topic/pltr) #284, [$pypl](/topic/$pypl) #1990, [business](/topic/business) 2.82%, [company](/topic/company) 2.82%, [wall street](/topic/wall-street) 2.82%, [the first](/topic/the-first) 2.82%

**Top accounts mentioned or mentioned by**
[@f1](/creator/undefined) [@rbrdaily](/creator/undefined) [@formularacers](/creator/undefined) [@realtmunley](/creator/undefined) [@rokajoska](/creator/undefined) [@arnytrezzi](/creator/undefined) [@elonmusk](/creator/undefined) [@scuderiaferrari](/creator/undefined) [@obbedygobbedy](/creator/undefined) [@aivainvesting](/creator/undefined) [@fartiefrenchie](/creator/undefined) [@trustlessstate](/creator/undefined) [@marionawfal](/creator/undefined) [@f1bigdata](/creator/undefined) [@fastestpitstop](/creator/undefined) [@f1trollofficial](/creator/undefined) [@yukitsunoda07](/creator/undefined) [@visacashapprb](/creator/undefined) [@thephiloinvest](/creator/undefined) [@fetzinvests](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Fair Isaac, Corp. (FICO)](/topic/$fico) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Liberty Media, Corp. (FWONK)](/topic/$fwonk) [S&P Global Inc (SPGI)](/topic/$spgi) [DLocal Limited (DLO)](/topic/dlocal-limited) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Goldman Sachs (GS)](/topic/goldman-sachs) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@michaeljburry Widen your perspective a bit Michael you're more intelligent than that. Start here: https://research.typefcapital.com/p/palantir-technologies-absolute-dominance https://research.typefcapital.com/p/palantir-technologies-absolute-dominance"  
[X Link](https://x.com/em013L/status/2021148849008673042)  2026-02-10T09:06Z 21K followers, [----] engagements


"$PLTR Palantir is undervalued"  
[X Link](https://x.com/em013L/status/2018448047659979071)  2026-02-02T22:14Z 21K followers, 21.4K engagements


"$HOOD Implied retention rate down to 921% in 2025"  
[X Link](https://x.com/em013L/status/2021345251320082595)  2026-02-10T22:07Z 21K followers, [----] engagements


"$HOOD SBC as a % of revenue down to 6.82%"  
[X Link](https://x.com/em013L/status/2021349845651591360)  2026-02-10T22:25Z 21K followers, [----] engagements


"@mshparber @grok was robinhood the only brokerage to pause selling and buying during the meme craze in [----] If not what other brokerages have been confirmed to pause selling for gamestop and similar equities"  
[X Link](https://x.com/em013L/status/2021537612138533119)  2026-02-11T10:51Z 21K followers, [---] engagements


"Formula [--] @F1 is UNDERVALUED and is seeing MASSIVE GROWTH. The world's fastest sport is also the worlds fastest growing major sport. $FWONK Here is my thesis 🧵"  
[X Link](https://x.com/em013L/status/1970921105490837856)  2025-09-24T18:39Z 20.9K followers, 21.5K engagements


"$SPGI UNFAIR AND DOMINANT BUSINESS Upside to fair intrinsic value: 37% Superinvestor favorite S&P Global had a strong Q3 and margin expansion across all segments. Secular tailwinds and new initiatives drive intrinsic value higher. Full research report: https://research.typefcapital.com/p/s-and-p-global-dominant-and-unfair https://research.typefcapital.com/p/s-and-p-global-dominant-and-unfair https://research.typefcapital.com/p/s-and-p-global-dominant-and-unfair https://research.typefcapital.com/p/s-and-p-global-dominant-and-unfair"  
[X Link](https://x.com/em013L/status/2004546343512199637)  2025-12-26T13:34Z 20.9K followers, [----] engagements


"$HOOD Robinhood Markets Inc. Robinhood is quickly emerging as a behemoth in the finance space. Out of all the companies I have researched no company innovates and ships products at the pace of Robinhood. In [----] Robinhood only had one line of business generating more than $100 million annually. As of [----] that number is now [--] and the expansion shows no signs of stopping. Before long I suspect we can start counting lines of business generating more than $1 billion for the company. The hallmark of a high-quality business is being able to grow both revenue and margins at an accelerated pace"  
[X Link](https://x.com/em013L/status/2006378949245391069)  2025-12-31T14:56Z 20.9K followers, [---] engagements


"$FICO Fair Isaac Corporation FICO is the original mafia company and embodies the term in every regard. The company has a 99% share of the consumer credit score market and the evidence can be found in the margins and the pricing power. The sheer pricing power the company has is remarkable as it is the de facto gold standard of consumer credit ratings. Competitors give away their model for free and yet no one switches from FICO. The reason is that it is so deeply embedded across institutions that adopting a different scoring model would entail regulatory issues and re-rating across all"  
[X Link](https://x.com/em013L/status/2006378954035204567)  2025-12-31T14:56Z 20.9K followers, [----] engagements


"$PLTR Palantir Technologies Inc. For two quarters in a row Palantir has delivered what I consider to be the best results in SaaS history. This company continuously managed to outdo my expectations and the sheer intrinsic value growth that occurs every quarter is without peer. The company itself has been and continues to be misunderstood by both professionals and peers. Palantir managed to identify how to extract value from AI years in advance and has no competition in the space. The companys platform operates across every industry and sector imaginable both in the commercial and government"  
[X Link](https://x.com/em013L/status/2006378958557008220)  2025-12-31T14:56Z 20.9K followers, [----] engagements


"$DLO DLocal Limited I will keep it brief as I have not yet published an equity research piece on DLocal. The reason I own it is because they truly have a differentiated business model in the payment processing space. The company operates hundreds of alternative payment methods across a wide scope of geographies focused on emerging markets. In many emerging markets common payment methods from the modern world do not exist in the same capacity. A VISA or Mastercard debit card is not the standard; instead there are payment methods specific to geographies. For example consumers pay for their"  
[X Link](https://x.com/em013L/status/2006378961756925980)  2025-12-31T14:56Z 20.9K followers, [----] engagements


"$FICO This company has unparalleled pricing power. In fact increasing prices by 725% for their FICO scores in a couple of years put them in the crosshair of the FHFA (Federal housing finance agency). However they just found a way to increase their price by another 700% in a single year The best part is that they operate such a systemic moat that even when their competitors offer their product _FOR FREE_ no institution switches over from FICO. This is the kind of company that comes to mind when people say things like "compounding" machine. Ever wondered what that looks like Well here I'll show"  
[X Link](https://x.com/em013L/status/2012501135966470321)  2026-01-17T12:23Z 20.9K followers, [----] engagements


"$XOM Boring energy company No. ExxonMobil despite operating for over a century has managed to identify key growth opportunities (over $2 trillion in new TAM) and found ways to substantially increase profits. My in-depth equity research report: https://research.typefcapital.com/p/exxon-mobil-dominance-today-and-tomorrow https://research.typefcapital.com/p/exxon-mobil-dominance-today-and-tomorrow"  
[X Link](https://x.com/em013L/status/2017235401883447437)  2026-01-30T13:56Z 20.9K followers, [----] engagements


"$PLTR Palantir will demolish Q4 earnings. Earnings preview: https://youtu.be/rGAub7rCqiM https://youtu.be/rGAub7rCqiM"  
[X Link](https://x.com/em013L/status/2017992932536746442)  2026-02-01T16:06Z 21K followers, 31.1K engagements


"@arny_trezzi @Kross_Roads And its basically free market share competition so weak heee"  
[X Link](https://x.com/em013L/status/2018331133767991506)  2026-02-02T14:30Z 20.9K followers, [----] engagements


"PALANTIR CRUSHES EARNINGS LIVE WITH THE BOYS https://x.com/i/broadcasts/1mnxeNAbDpQKX https://x.com/i/broadcasts/1mnxeNAbDpQKX"  
[X Link](https://x.com/em013L/status/2018422221899989404)  2026-02-02T20:32Z 20.9K followers, [----] engagements


"$PLTR Palantir's [--] largest customers make up 42% of total revenue. They are also increasing how much they are spending These are incredibly sticky customers. They are generating so much value that despite already paying a lot they keep increasing"  
[X Link](https://x.com/em013L/status/2018445720475644087)  2026-02-02T22:05Z 20.9K followers, [----] engagements


"$PLTR I never had 1k live viewers on my channel before Palantir investors are wild🔥"  
[X Link](https://x.com/em013L/status/2018455627736240205)  2026-02-02T22:44Z 20.9K followers, [----] engagements


"@jimcramer Start here: Will post Q4 update shortly. The most in-depth coverage you'll find on Palantir https://research.typefcapital.com/p/palantir-technologies-now-fairly https://research.typefcapital.com/p/palantir-technologies-now-fairly"  
[X Link](https://x.com/em013L/status/2018589264188211635)  2026-02-03T07:35Z 20.9K followers, [---] engagements


"$PLTR In Q2 [----] Palantir abandoned their 30% CAGR target through [----] that the company announced during its direct listing. At the time revenue growth was decelerating for each passing quarter a trend that would reach a low a year later in Q2 of [----] when Palantir recorded 13% Y/Y growth. During the earnings call in Q2 [----] a Wall Street analyst noted that the 30% target was not reiterated. Amidst negative sentiment CEO Alex Karp answered the analyst in a plain and easy to understand tone: "I am driving the company to get to $4.5 billion in 2025." And he did."  
[X Link](https://x.com/em013L/status/2018655713652842972)  2026-02-03T12:00Z 21K followers, [----] engagements


"$PYPL PayPal is my only miss in recent memory. I feel grounded again. What a disaster"  
[X Link](https://x.com/em013L/status/2018683172720894038)  2026-02-03T13:49Z 21K followers, 21.4K engagements


"$PLTR What other CEO can talk shit about everyone and everything and have the numbers behind him to be able to do it Alex Karp Q4 earnings call golden quotes: - "At the beginning of last year we were guiding to roughly in the 30% which would be a stellar performance for a company. At the end of the year we grew our company almost 20% in one quarter." - "The numbers speak volumes that we are in an N of one category of our own and we are doing things unlike any other company has done." - "The bottom of the stack somehow is where the value is lessened and the top of the stack where we impregnate"  
[X Link](https://x.com/em013L/status/2018685908627710118)  2026-02-03T14:00Z 20.9K followers, [----] engagements


"$PYPL To be honest this is such a missed opportunity. The optics were great; positioning the business for the next era of finance. Having a 20% market share of ALL digital commerce globally they have about a third of all cards in circulation vaulted (data moat). - Deals with all major LLM providers to power agentic commerce - Use the data moat to build the best ads business in the world (knows what you buy and when and where) - Generating a lot of cash flow buying back shares - Seamless guest checkout solutions - Severely undervalued So what went wrong Simply execution. A word often"  
[X Link](https://x.com/em013L/status/2018864602185121801)  2026-02-04T01:50Z 20.9K followers, 16.9K engagements


"$PLTR While European commercial entities struggle the governments have understood that they need Palantir. 47% Y/Y revenue growth in [----] in non-U.S. government"  
[X Link](https://x.com/em013L/status/2019014394290774039)  2026-02-04T11:45Z 20.9K followers, 12.2K engagements


"@elonmusk Doesn't buy happiness per-say but removes many common points of stress in everyday life. Not having to worry about making rent being able to provide for a family and other "basic" struggles of life are removed which leads to a "happier" life overall"  
[X Link](https://x.com/em013L/status/2019266106792530336)  2026-02-05T04:25Z 20.9K followers, [----] engagements


"yeah very expensive. but expensive is not the same as overvalued. Intrinsic value is derived from growth cash flows and risk while pricing (i.e price/sales price/earnings) is LTM or NTM forecasts. A company like Palantir obviously has most of its intrinsic value over the coming periods rather than LTM https://twitter.com/i/web/status/2019366363828260989 https://twitter.com/i/web/status/2019366363828260989"  
[X Link](https://x.com/em013L/status/2019366363828260989)  2026-02-05T11:03Z 20.9K followers, [---] engagements


"$HOOD What about low $70s 🫠"  
[X Link](https://x.com/em013L/status/2019433188528119827)  2026-02-05T15:29Z 21K followers, [----] engagements


"I have been covering PayPal $PYPL for a long time now. You know how YouTubers clickbait "THIS CHANGES EVERYTHING" Well Q4 changed everything for PayPal. I just published a video detailing everything you need to know: Research report will come soon https://www.youtube.com/watchv=dYhKSNcMNYw https://www.youtube.com/watchv=dYhKSNcMNYw"  
[X Link](https://x.com/em013L/status/2020112728442945673)  2026-02-07T12:29Z 20.9K followers, [----] engagements


"@F1 Please be fast please be fast please be fast @ScuderiaFerrari"  
[X Link](https://x.com/em013L/status/2020819129389776998)  2026-02-09T11:16Z 20.9K followers, [----] engagements


"Burry should be invited to visit a $PLTR HQ and get a demo of some use cases. I dont think he understands the software which is why it does not make sense to him why its trading where it is I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"  
[X Link](https://x.com/em013L/status/2021195392877199866)  2026-02-10T12:11Z 21K followers, 21.7K engagements


"@obbedygobbedy He entertains it for sure he just has a misinformed narrative i think. Burry is one of the best"  
[X Link](https://x.com/em013L/status/2021200519512064334)  2026-02-10T12:32Z 21K followers, [---] engagements


"@aivainvesting Ive not used the software but I have been at the Palantir NY office"  
[X Link](https://x.com/em013L/status/2021201207751237652)  2026-02-10T12:34Z 21K followers, [---] engagements


"@FartieFrenchie I dont think its overvalued. What are you forecasting to arrive at severe overvaluation"  
[X Link](https://x.com/em013L/status/2021230698393117124)  2026-02-10T14:32Z 21K followers, [---] engagements


"@realTMunley I was more referring to the passiveness in hiding out in "Hold""  
[X Link](https://x.com/em013L/status/2021247140333269131)  2026-02-10T15:37Z 21K followers, [---] engagements


"$PLTR 39% of the 70% Y/Y growth came from _EXISTING CUSTOMERS_. People often ask me how sustainable I think Palantir's growth is: this is the number to watch. Every passing quarter since AIP launched existing customers are spending MORE every quarter"  
[X Link](https://x.com/em013L/status/2018441863854969333)  2026-02-02T21:50Z 21K followers, [----] engagements


"$PLTR "PALANTIR DILUTES SHAREHOLDERS TO OBLIVION" Reality: Outstanding shares increased 1.8% Y/Y"  
[X Link](https://x.com/em013L/status/2018515391480525309)  2026-02-03T02:42Z 21K followers, 20.3K engagements


"$PLTR Palantir is able to grow triple digits WHILE simultaneously expanding margins aggressively The operating leverage that comes from having the best talent in the world is remarkable. Operating costs are largely fixed but revenue is exploding = insane margin expansion"  
[X Link](https://x.com/em013L/status/2019251294201082303)  2026-02-05T03:26Z 21K followers, 10.3K engagements


"$PLTR Palantir is UNDERVALUED for the first time in a long time. Fair intrinsic value per share: $204. The most in-depth coverage of this company you will find is now published; go get your alpha: https://research.typefcapital.com/p/palantir-technologies-absolute-dominance https://research.typefcapital.com/p/palantir-technologies-absolute-dominance"  
[X Link](https://x.com/em013L/status/2019263813242220960)  2026-02-05T04:16Z 21K followers, 24.6K engagements


"My first time using Copilot in Excel. I tried to be vague not pointing towards any specific sheet or cell range. "Correlation between $NVDA growth and CapEx of hyperscalers" Kind of surprised it found everything analyzed it inserted a table and reasoned around the findings"  
[X Link](https://x.com/em013L/status/2020826659780522416)  2026-02-09T11:46Z 21K followers, [----] engagements


"$PYPL It's interesting that despite the narrative destruction there's not a single Sell rating on Wall Street for PayPal. They're all cozying up in "Hold" with [--] total ratings right now lol"  
[X Link](https://x.com/em013L/status/2021242103557181447)  2026-02-10T15:17Z 21K followers, [----] engagements


"$HOOD Segmented assets under management"  
[X Link](https://x.com/em013L/status/2021345023456051585)  2026-02-10T22:06Z 21K followers, [----] engagements


"$HOOD Average implied trades sizes for equities and cryptocurrencies"  
[X Link](https://x.com/em013L/status/2021345428101530019)  2026-02-10T22:07Z 21K followers, [----] engagements


"@TrustlessState @ironimmigrant Thank you David I hope you find some value; will do my best"  
[X Link](https://x.com/em013L/status/2021710927780098393)  2026-02-11T22:20Z 21K followers, [--] engagements


"$HOOD Rule of [--] at [---] for Q4 2025"  
[X Link](https://x.com/em013L/status/2021345925634117933)  2026-02-10T22:09Z 21K followers, 13.2K engagements


"Why do people insist on framing things like this They are building a superapp and cross-selling among offerings is a given. Thats not a bull case its a mere component. Imagine Tesla improved their car handle and this guy says LOL BULL CASE FOR TESLA IS A CAR HANDLE Laughed out loud at this The bull case for HOOD is that youll*checks transcript* cross-sell prediction market gamblers retirement accounts https://t.co/aCZ124Zdnp Laughed out loud at this The bull case for HOOD is that youll*checks transcript* cross-sell prediction market gamblers retirement accounts https://t.co/aCZ124Zdnp"  
[X Link](https://x.com/em013L/status/2021424167086850513)  2026-02-11T03:20Z 21K followers, [----] engagements


"@vladtenev Where can I shop a pair Need for the Japanese summer 🔥"  
[X Link](https://x.com/em013L/status/2022257834088595807)  2026-02-13T10:33Z 21K followers, [---] engagements


"@Max33Verstappen @redbullracing Thanks for letting the other children play too"  
[X Link](https://x.com/anyuser/status/1771790763375898804)  2024-03-24T06:46Z 21K followers, 48K engagements


"@SCUDERIAFEMBOY Magnussens daughter can relate 😭"  
[X Link](https://x.com/em013L/status/1771810373135433856)  2024-03-24T08:04Z 21K followers, 45.4K engagements


"@formularacers_ He is occupying Yukis seat"  
[X Link](https://x.com/anyuser/status/1771813865564619095)  2024-03-24T08:18Z 21K followers, 14K engagements


"@F1 Unjustified. Alonso did a clever maneuver the outcome is unfortunate but punishment is too harsh"  
[X Link](https://x.com/anyuser/status/1771827657065259427)  2024-03-24T09:13Z 21K followers, 273.8K engagements


"@alo_oficial Unjustified Penalty. Chin up Alo great drive 🔥"  
[X Link](https://x.com/em013L/status/1771857633722409221)  2024-03-24T11:12Z 21K followers, 102.5K engagements


"@RBR_Daily Yeah we know Helmut let us have this one please"  
[X Link](https://x.com/em013L/status/1771927024824660168)  2024-03-24T15:48Z 21K followers, 22.9K engagements


"@RBR_Daily @nzherald As it should be not only for Ricciardo's seat but as a standard in F1. We have a limit of [--] seats and a lot of talent out there. Ricc needs to perform and unfortunately his VCARB performance is reminiscent of the McLaren days"  
[X Link](https://x.com/em013L/status/1772163189905477945)  2024-03-25T07:26Z 21K followers, 150.2K engagements


"@MarioNawfal Sweden could learn a thing or two on how to handle gangs from El Salvador"  
[X Link](https://x.com/anyuser/status/1772177758996644255)  2024-03-25T08:24Z 21K followers, 71.5K engagements


"@MarioNawfal They deserve far worse"  
[X Link](https://x.com/em013L/status/1772219175240347820)  2024-03-25T11:09Z 21K followers, 35.3K engagements


"@F1BigData Liam youre up to bat against Yuki"  
[X Link](https://x.com/em013L/status/1772251988777943499)  2024-03-25T13:19Z 21K followers, 148.4K engagements


"@RBR_Daily Smart to have two japanese simultaneouslt but rough for Ricc thats trying to find a flow"  
[X Link](https://x.com/em013L/status/1772284889447923728)  2024-03-25T15:30Z 21K followers, 41.8K engagements


"@SulloReport Yuki: Outperforming the car"  
[X Link](https://x.com/em013L/status/1772515820712698126)  2024-03-26T06:47Z 21K followers, 44.7K engagements


"@Aperta Gotta set up the iRacing rig properly"  
[X Link](https://x.com/em013L/status/1772549736207131116)  2024-03-26T09:02Z 21K followers, 32K engagements


"@F1 Further convinced that Alonso should not receive a penalty here"  
[X Link](https://x.com/em013L/status/1772635193133736256)  2024-03-26T14:42Z 21K followers, 44.6K engagements


"@formularacers_ The drivers are the only ones performing over at kick sauber"  
[X Link](https://x.com/em013L/status/1772658175352639830)  2024-03-26T16:13Z 21K followers, 28.5K engagements


"@antenacactus I swear streaming on twitch isnt about content Its a gaming platform you and other losers turned it into propaganda outlets. Gee what great content sitting and staring at nothing for a few hours debating political ornscientifical topics you know nothing about"  
[X Link](https://x.com/em013L/status/1772886789117636680)  2024-03-27T07:22Z 21K followers, 78.1K engagements


"@PaulMcG92 @PaddockPassion @ScuderiaMilani @motorsportcomtr @photoracertv @F1History1950 @F1densozler @FormulaRLive @UnracedF1 @Formula_Nerds @FormulaOneWorld @abcf1world @GarryJGray @JOC__1991 Theres not a single soul who doesnt miss Kimi"  
[X Link](https://x.com/em013L/status/1772998322229289240)  2024-03-27T14:45Z 21K followers, 29.9K engagements


"@F1 @JolyonPalmer No it was not justified. Way too harsh on Alonso only because of an unfortunate outcome"  
[X Link](https://x.com/em013L/status/1773013600396808694)  2024-03-27T15:45Z 21K followers, 18K engagements


"@FastestPitStop We thought he was about to exit in reality he is a step closer to becoming the overlord 💀"  
[X Link](https://x.com/em013L/status/1773280021076996521)  2024-03-28T09:24Z 21K followers, 38K engagements


"@FanaticsFerrari Sure Charles just AFK waiting for instructions"  
[X Link](https://x.com/em013L/status/1773840656168812946)  2024-03-29T22:32Z 21K followers, 69.8K engagements


"@FM1_3316 If it happens I need some authorities to seize this time traveler"  
[X Link](https://x.com/em013L/status/1774547372271436013)  2024-03-31T21:20Z 21K followers, 25.7K engagements


"@fiagirly 8th is coming i. [--] big champ"  
[X Link](https://x.com/em013L/status/1774786379844604101)  2024-04-01T13:10Z 21K followers, 78.6K engagements


"@f1trollofficial If it happens as foretold I am contacting this user for some stock advice"  
[X Link](https://x.com/em013L/status/1774891482924662915)  2024-04-01T20:08Z 21K followers, [----] engagements


"@F1 @yukitsunoda07 @visacashapprb Everyone except Daniel"  
[X Link](https://x.com/em013L/status/1776890809205350657)  2024-04-07T08:32Z 21K followers, 31.2K engagements


"$TSLA I just finished valuing Tesla Tesla is UNDERVALUED even if I assign RoboTaxi/Robotics [--] value. This means that at these levels we get RoboTaxi and Robotics for free. Post coming in a few hours with model and explanation"  
[X Link](https://x.com/anyuser/status/1780517975507734912)  2024-04-17T08:45Z 21K followers, 143.1K engagements


"$TSLA TESLA IS CURRENTLY UNDERVALUED - Excluding RoboTaxi and Robotics Tesla at these levels presents a very attractive opportunity because we essentially get RoboTaxi and Teslabot FOR FREE. My model excludes these two completely presenting amazing optionality if the company can be bought at intrinsic value. - Intrinsic value output is $163 per share - Share dilution is also modelled and factored - 1018% discount rate 298% terminal rate 25% tax rate My model is a sum-of-the-parts DCF variant that I've broken down into Auto Energy and services. How I arrive at the projections is listed but I"  
[X Link](https://x.com/anyuser/status/1780590057914540428)  2024-04-17T13:32Z 21K followers, 71.1K engagements


"$PYPL PayPal has the SIMPLEST and most POWERFUL investment thesis for me. The stock is trading as if the market expects the company to grow at 0% for the coming [--] years. To put it simply if PayPal has ANY growth the coming [--] years then it is currently undervalued. I calculated the following to help you visualize: Scenario 1: No growth - $61 fair value Scenario 2: 5% revenue CAGR - $87 fair value Scenario 3: 10% revenue CAGR - $124 fair value Scenario 4: 10% rev 17-20% margin - $155 fair value - All scenarios use a discount rate of implied US Equity risk premium (A. Damodaran) + Risk free"  
[X Link](https://x.com/anyuser/status/1788930512980963653)  2024-05-10T13:54Z 21K followers, 384.8K engagements


"@jp_anitwt No higurashi The nail pulling scene is 💀"  
[X Link](https://x.com/em013L/status/1794252732242772091)  2024-05-25T06:22Z 21K followers, 208.6K engagements


"@F1BigData [--] 💀"  
[X Link](https://x.com/em013L/status/1795457936321343960)  2024-05-28T14:11Z 21K followers, 12.5K engagements


"$PLTR I've valued Palantir again and it is UNDERVALUED. Youtube video tomorrow (my first) with a full model reveal and explanation Channel name same as X handle em013L https://www.youtube.com/channel/UCQvII4zhee-SxRYb4yuPZTg https://www.youtube.com/channel/UCQvII4zhee-SxRYb4yuPZTg"  
[X Link](https://x.com/anyuser/status/1803865795178696898)  2024-06-20T19:01Z 21K followers, 40.5K engagements


"@mynerdyhome They must have thought this scene would turn out so badass I am having second hand embarassment"  
[X Link](https://x.com/anyuser/status/1805880278369316880)  2024-06-26T08:26Z 21K followers, 73.5K engagements


"@GinoMachino Romina was pretty cool in design. Why do you dislike it"  
[X Link](https://x.com/anyuser/status/1808583753058398574)  2024-07-03T19:29Z 21K followers, 64.8K engagements


"@FearedBuck He makes content centered around barking at strangers and being a public nuisance. Is he really surprised his fanbase acts this way"  
[X Link](https://x.com/anyuser/status/1808613674283905122)  2024-07-03T21:27Z 21K followers, 59.5K engagements


"@pinkyringlando Ferrari are interested in hiring you for the strategy team check your inbox"  
[X Link](https://x.com/anyuser/status/1813115254647218377)  2024-07-16T07:35Z 21K followers, 15.1K engagements


"@HOTDNewsHBO Varys and its not even close"  
[X Link](https://x.com/em013L/status/1822665470517952961)  2024-08-11T16:04Z 21K followers, 74.7K engagements


"@visacashapprb @McLarenF1 RB admin isnt playing today 💀"  
[X Link](https://x.com/em013L/status/1847746058761248814)  2024-10-19T21:06Z 21K followers, 30.2K engagements


"@F1 How is he so lucky No really"  
[X Link](https://x.com/anyuser/status/1853048687552860370)  2024-11-03T12:16Z 21K followers, 32.8K engagements


"$PLTR shoutout to everyones favorite analyst Mariana Perez of BofA. Palantir hit her price target of $50 something that was unthinkable for many. Not for Mariana"  
[X Link](https://x.com/anyuser/status/1853822901277077938)  2024-11-05T15:33Z 21K followers, 48.1K engagements


"@verstappenews Race by race he finds way to make me dislike him even more"  
[X Link](https://x.com/em013L/status/1859620911852277991)  2024-11-21T15:32Z 21K followers, 56.5K engagements


"@RBR_Daily "Acting as if" oh boy"  
[X Link](https://x.com/em013L/status/1861719582819451182)  2024-11-27T10:31Z 21K followers, 39K engagements


"$PLTR MY NEW PALANTIR PRICE TARGET: $135 .if I used the same method as Mariana of BofA. In my latest video I break down exactly how Mariana Perez reaches her price targets so that you too can issue price targets using the same method Link to the video in replies 👇"  
[X Link](https://x.com/anyuser/status/1863215172149477474)  2024-12-01T13:34Z 21K followers, 59.4K engagements


"@FastestPitStop I am surprised it took this long for him to realize this about George. Most of us have noticed it and we aren't even in the paddock"  
[X Link](https://x.com/anyuser/status/1863294529484230719)  2024-12-01T18:50Z 21K followers, 33.8K engagements


"$PLTR HERE IS HOW WALL STREET PLANS TO CRASH THE STOCK Palantir will have $1197mn added expense from SARs in Q4 something wall street has not accounted for in their Q4 EPS estimates. - SARs fully appreciate at $70/share - Will lead to a 50% EPS miss Video link below👇"  
[X Link](https://x.com/anyuser/status/1865127827260985488)  2024-12-06T20:15Z 21K followers, 77.7K engagements


"$PLTR $TSLA People are betting their whole net worth on these two"  
[X Link](https://x.com/anyuser/status/1866465201282809999)  2024-12-10T12:49Z 21K followers, 62.8K engagements


"$PLTR $TSLA The saviors of the western world wish us a Merry Christmas 🎄🎁"  
[X Link](https://x.com/anyuser/status/1871900668702904441)  2024-12-25T12:47Z 21K followers, 39.5K engagements


"$PLTR Pictured is what Palantir net income will look like after the SARs expense hits in Q4 assuming wall street is correct. Read my latest @SeekingAlpha article on Palantir for my latest valuation pricing and the SARs expense that will cause a 90% EPS miss Link below👇"  
[X Link](https://x.com/anyuser/status/1872278797976006975)  2024-12-26T13:50Z 21K followers, 138.7K engagements


"$PLTR Palantir Not sanctioned. WE ARE SO EARLY BREAKING: China announces sanctions against [--] US companies. https://t.co/9PiZej9xF7 BREAKING: China announces sanctions against [--] US companies. https://t.co/9PiZej9xF7"  
[X Link](https://x.com/anyuser/status/1874930705781883266)  2025-01-02T21:28Z 21K followers, 107.5K engagements


"$PLTR Karp teared up and got emotional during the call. I felt it in my heart a special magical moment I dont think will ever happen in another earnings call in my life Thank you Palantir team and Karp for allowing us on the journey"  
[X Link](https://x.com/anyuser/status/1886554818782572990)  2025-02-03T23:18Z 21K followers, 23.6K engagements


"$PLTR NEVER SEEN BEFORE CHART I'm the first to bring you: Remaining deal value for US Commercial It was impossible to calculate prior to this report but after Palantir disclosed the Q4 figure I reverse calculated all the way back to [----]. 😎"  
[X Link](https://x.com/em013L/status/1886762999697805489)  2025-02-04T13:05Z 21K followers, 41.2K engagements


"$PLTR Palantir almost traded back at fair value yesterday hitting lows of $78. Patience may pay off soon Here is my full valuation model for Palantir. For details around the reasoning check my latest video linked in the replies👇"  
[X Link](https://x.com/anyuser/status/1895883269637620057)  2025-03-01T17:06Z 21K followers, 67.9K engagements


"$PLTR At this point which important pillar for the future is Palantir NOT partnered with Palantir is partnered with everyone important already. Amazing"  
[X Link](https://x.com/anyuser/status/1900621227892355392)  2025-03-14T18:53Z 21K followers, 49.6K engagements


"@F1 Checo with us in spirit huh"  
[X Link](https://x.com/em013L/status/1900779353811611813)  2025-03-15T05:21Z 21K followers, 58.5K engagements


"@autosport @leclercsletters Helmut in shambles"  
[X Link](https://x.com/em013L/status/1900779929454739752)  2025-03-15T05:23Z 21K followers, 35.2K engagements


"@f1trollofficial Meanwhile Haas mechanics"  
[X Link](https://x.com/em013L/status/1900797543606256006)  2025-03-15T06:33Z 21K followers, 19.8K engagements


"$HOOD Just finished valuing Robinhood its VERY undervalued here. Want a video on it Typically my viewers only care about Palantir. Let me know if you want a Robinhood thesis+valuation video 🙏"  
[X Link](https://x.com/anyuser/status/1901652412235989019)  2025-03-17T15:10Z 21K followers, 89.1K engagements


"@F1 Perez at least sometimes made it out of Q1 you know"  
[X Link](https://x.com/em013L/status/1902990666008760501)  2025-03-21T07:48Z 21K followers, 101.3K engagements


"@ma_fe79 Checo rn"  
[X Link](https://x.com/em013L/status/1903372881196642696)  2025-03-22T09:07Z 21K followers, 42.4K engagements


"My whole net worth with these two"  
[X Link](https://x.com/anyuser/status/1904982531616727208)  2025-03-26T19:43Z 21K followers, 45.9K engagements


"@Hawk9248 @yukitsunoda07 Liam not here to make friends surely didnt get the calls 😭"  
[X Link](https://x.com/em013L/status/1907675245290332411)  2025-04-03T06:03Z 21K followers, 16.6K engagements


"@F1 What the f was that. Max is the GOAT I don't care what anyone says"  
[X Link](https://x.com/em013L/status/1908417113494007993)  2025-04-05T07:11Z 21K followers, 32.7K engagements


"@F1 Honestly where would F1 be this season without Max. The only hope we have of some sort of disruption"  
[X Link](https://x.com/em013L/status/1908418474596086218)  2025-04-05T07:16Z 21K followers, 25.2K engagements


"@ScuderiaFerrari @Charles_Leclerc @LewisHamilton [----] will be our year guys"  
[X Link](https://x.com/em013L/status/1908769083518021874)  2025-04-06T06:29Z 21K followers, 19.1K engagements


"$PLTR Most overvalued stock I have seen in [--] years of investing Biggest bubble since dot-com And it goes on. For everyone who feels this way as if an objective truth why is short interest only 2% Looking forward to your replies"  
[X Link](https://x.com/anyuser/status/1924497972399579549)  2025-05-19T16:10Z 21K followers, 175.6K engagements


"@formularacers_ Hadjar clearly impresses while Hamilton unfortunately has disappointed. To be fair to Lewis a bit of it can be credited to the team themselves"  
[X Link](https://x.com/em013L/status/1929607389138894925)  2025-06-02T18:33Z 21K followers, 21.6K engagements


"$HOOD today is like $PLTR at $30. And Palantir today is still in the beginning. You didnt miss either of them. Start studying both businesses today"  
[X Link](https://x.com/anyuser/status/1930003843934498878)  2025-06-03T20:49Z 21K followers, 77.1K engagements


"$PLTR KARP CLAPS BACK🔥 If you only view one clip this week make it this one. We are witnessing one of the all time greats"  
[X Link](https://x.com/anyuser/status/1930640135093202951)  2025-06-05T14:57Z 21K followers, 63.9K engagements


"$OSCR THIS IS CRAZY. Who can explain to me why the market is disrespecting Oscar Health so much Even assuming _0%_ growth and _HEAVY_ dilution it's almost 100% upside just to fair intrinsic value. Assuming 15% CAGR for the forecasting period it is undervalued by 360%. WHAT"  
[X Link](https://x.com/anyuser/status/1936534652598054999)  2025-06-21T21:20Z 21K followers, 138.8K engagements


"The top [--] private companies Id love to invest in: [--]. Citadel [--]. Anduril [--]. SpaceX What are yours"  
[X Link](https://x.com/anyuser/status/1940898010369872262)  2025-07-03T22:18Z 21K followers, 47K engagements


"@F1 He went from that boat that didn't turn in FP1 to Pole. This man is a menace and the GOAT"  
[X Link](https://x.com/em013L/status/1941515431770026114)  2025-07-05T15:12Z 21K followers, 34.4K engagements


"@433_marc McLaren take notes"  
[X Link](https://x.com/anyuser/status/1942193247972950236)  2025-07-07T12:05Z 21K followers, 18.9K engagements


"$PLTR KARP TO CNBC ABOUT EARNINGS: "JUST REAM EM AND WEEP" LOL THIS IS MY CEO"  
[X Link](https://x.com/em013L/status/1952464384380285276)  2025-08-04T20:19Z 21K followers, 31.7K engagements


"$PLTR Wonder if Palantir's growth is sustainable THIS CHART ANSWERS IT: YES A MAJORITY OF GROWTH IS FROM ALREADY EXISTING CLIENTS THE SCALABILITY IS INSANE"  
[X Link](https://x.com/anyuser/status/1952464590530339218)  2025-08-04T20:20Z 21K followers, 20.5K engagements


"$PLTR Palantir just posted maybe the best earnings results I have seen ever. I will break it all down digest and write a report but highlights include: Revenue: - 101% US commercial organic growth Y/Y - 28% of 48% of total growth was contributed by existing customers (NDR) Y/Y - US government grew 53% Y/Y Contracts & balances: - TCV grew 143% Y/Y to $2.3 billion - New ATH deals closed [---] - ATH deals closed of $10 mm or higher (42) - ATH deals closed of $1-5 mm (91) - RPO ATH of $2.42 billion - Billings ATH of $11 billion Profitability: - Adj. FCF margin of 57% - 51% FCF - firm margins - 33%"  
[X Link](https://x.com/anyuser/status/1952506162210918808)  2025-08-04T23:05Z 21K followers, 64.9K engagements


"What stock has you feeling like this"  
[X Link](https://x.com/anyuser/status/1953157797807342032)  2025-08-06T18:14Z 21K followers, 116.5K engagements


"$PLTR New ATH of $180.58 today"  
[X Link](https://x.com/anyuser/status/1953190224571646464)  2025-08-06T20:23Z 21K followers, 128.1K engagements


"$PLTR New ATH intraday $184.48 [---] P/E [---] P/S Running out of books to bin at this point $PLTR New ATH of $180.58 today https://t.co/lrI1Bv4ASt $PLTR New ATH of $180.58 today https://t.co/lrI1Bv4ASt"  
[X Link](https://x.com/anyuser/status/1953547362112352508)  2025-08-07T20:02Z 21K followers, 168.4K engagements


"$PLTR Another new ATH intraday $187.99 [---] P/E [---] P/S Sorry Buffet and Munger you've got to go $PLTR New ATH intraday $184.48 [---] P/E [---] P/S Running out of books to bin at this point https://t.co/q5EVeJVUFW $PLTR New ATH intraday $184.48 [---] P/E [---] P/S Running out of books to bin at this point https://t.co/q5EVeJVUFW"  
[X Link](https://x.com/anyuser/status/1953914882736246886)  2025-08-08T20:23Z 21K followers, 87.1K engagements


"@elonmusk I don't know how far along video generation is but this looks like trash. Is this supposed to be impressive Someone informed please let me know"  
[X Link](https://x.com/anyuser/status/1956218816632852861)  2025-08-15T04:58Z 21K followers, 16.3K engagements


"$PLTR Are people ignoring that the Citron research report is literally copy/paste from ChatGPT It features screenshots from ChatGPT and is worded the way ChatGPT would. Why is anyone taking this seriously It is flawed in every argument raised. See the screenshot example"  
[X Link](https://x.com/anyuser/status/1957900696168329334)  2025-08-19T20:21Z 21K followers, 59.9K engagements


"$PLTR Citron's ChatGPT-generated short report severely diminished their credibility in my eyes. It's full of hallucinations and misinformation about Palantir. I just wrote a FREE report that dismantles each argument raised by Citron. https://research.typefcapital.com/p/palantir-citrons-short-report-isr=5mii9p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://research.typefcapital.com/p/palantir-citrons-short-report-isr=5mii9p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1958149798491574729)  2025-08-20T12:51Z 21K followers, 62.6K engagements


"$PLTR Institutional investors now own more than 50% of outstanding shares for the first time"  
[X Link](https://x.com/anyuser/status/1958569409250840971)  2025-08-21T16:38Z 21K followers, 45.4K engagements


"@RBR_Daily @shigasportsjp Someone bring the receipt of what Helmut said after the first race please"  
[X Link](https://x.com/em013L/status/1962269763435950587)  2025-08-31T21:42Z 21K followers, [----] engagements


"$PLTR Imagine what revenue growth will look like when countries outside of the U.S. wake up and realize they'll be left behind"  
[X Link](https://x.com/anyuser/status/1964622327381123149)  2025-09-07T09:30Z 21K followers, 29.1K engagements


"$PLTR You did not forget that Palantir's Q2 were the single best SaaS earnings results ever did you Fair intrinsic value almost doubled from Q1 to Q2 with Karp detailing a trajectory to 10x U.S. revenues in [--] years. This makes my previous forecast pale in comparison. 👇"  
[X Link](https://x.com/anyuser/status/1965047482922246196)  2025-09-08T13:40Z 21K followers, 29.1K engagements


"Goldman Sachs M&A department working overtime 🥲"  
[X Link](https://x.com/anyuser/status/1967410561580499102)  2025-09-15T02:10Z 21K followers, 676.3K engagements


"$PLTR My NY visit is coming to an end. Ill miss the fellowship with @arny_trezzi and @amitisinvesting TY @Elianoayounes for the opportunity to visit @PalantirTech it was a truly unique and insightful visit Also the genius of @chadwahl is underappreciated. C U next time🙏"  
[X Link](https://x.com/anyuser/status/1967599133579166158)  2025-09-15T14:39Z 21K followers, 36.8K engagements


"@formularacers_ @diarioas I don't want Fernando to retire :'("  
[X Link](https://x.com/anyuser/status/1968936032088346824)  2025-09-19T07:11Z 21K followers, 23.9K engagements


"$SOFI I just released a comprehensive equity research report on SoFi _completely for free_ Fair value: $32.21 (+27.62%) I'll link the download to the PDF below. Also the Excel sheet containing [---] rows of financial data + the valuation model is also be available. Enjoy"  
[X Link](https://x.com/anyuser/status/1974453850074677486)  2025-10-04T12:37Z 21K followers, 147.4K engagements


"The best fear signal is when the Lynch quotes and clips start resurfacing Peter Lynch talking about pullbacks in the Stock Market https://t.co/WcQ28JKzNN Peter Lynch talking about pullbacks in the Stock Market https://t.co/WcQ28JKzNN"  
[X Link](https://x.com/anyuser/status/1977083499288183244)  2025-10-11T18:46Z 21K followers, 71.9K engagements


"@1mongolz This is like red bull benching max verstappen"  
[X Link](https://x.com/anyuser/status/1981072700442378682)  2025-10-22T18:58Z 21K followers, 70K engagements


"$PYPL Cannibalizing outstanding shares for yet another quarter. If the stock does not move all outstanding shares will be repurchases within [--] years at the current rate"  
[X Link](https://x.com/anyuser/status/1983135975904510278)  2025-10-28T11:37Z 21K followers, 72.5K engagements


"$PLTR Palantir at ATHs and about to break $200 P/e 658x P/s 148x Half a trillion market cap"  
[X Link](https://x.com/anyuser/status/1983614359244091586)  2025-10-29T19:18Z 21K followers, 293.9K engagements


"$PLTR PALANTIR'S MOST IMPORTANT CHART 34% of growth this quarter came from EXISTING customers. The scalability is insane"  
[X Link](https://x.com/anyuser/status/1985466276303815054)  2025-11-03T21:57Z 21K followers, 21.1K engagements


"Followed Michael Burry into his all-in short on $PLTR and $NVDA Now I am underwater"  
[X Link](https://x.com/anyuser/status/1987954673182298459)  2025-11-10T18:45Z 21K followers, 52.9K engagements


"My whole net worth with these two"  
[X Link](https://x.com/anyuser/status/1988591031550664873)  2025-11-12T12:53Z 21K followers, 34.6K engagements


"$PLTR and $HOOD models updated for Q3 Most people don't know that I manually compile all the data I reference and create all charts I post. The resources include: - [----] rows of data - Charting tool - Valuations 30% discount for Substack subs Interested See replies 👇"  
[X Link](https://x.com/anyuser/status/1990475930066702694)  2025-11-17T17:43Z 21K followers, 23.4K engagements

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