# ![@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, pltr, palantir, $hood the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::4567496241/interactions)
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- [--] Year [----------] +64%

### Mentions: [--] [#](/creator/twitter::4567496241/posts_active)
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- [--] Week [--] +5%
- [--] Month [--] +55%
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- [--] Year [---] -35%

### Followers: [------] [#](/creator/twitter::4567496241/followers)
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- [--] Week [------] +0.80%
- [--] Month [------] +1.80%
- [--] 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)  #6088 [technology brands](/list/technology-brands)  34.95% [finance](/list/finance)  13.59% [automotive brands](/list/automotive-brands)  3.88% [formula 1](/list/formula-1)  1.94% [celebrities](/list/celebrities)  1.94% [countries](/list/countries)  0.97% [cryptocurrencies](/list/cryptocurrencies)  0.97% [financial services](/list/financial-services)  0.97%

**Social topic influence**
[$pltr](/topic/$pltr) #38, [pltr](/topic/pltr) #35, [palantir](/topic/palantir) #109, [$hood](/topic/$hood) #287, [business](/topic/business) #2062, [in the](/topic/in-the) 6.8%, [growth](/topic/growth) 6.8%, [$pypl](/topic/$pypl) 4.85%, [the first](/topic/the-first) 3.88%, [finance](/topic/finance) 2.91%

**Top accounts mentioned or mentioned by**
[@tradershekki](/creator/undefined) [@brkmystery](/creator/undefined) [@evantrades](/creator/undefined) [@arnytrezzi](/creator/undefined) [@realtmunley](/creator/undefined) [@grok](/creator/undefined) [@realmattmoney](/creator/undefined) [@michaeljburry](/creator/undefined) [@amitisinvesting](/creator/undefined) [@arny_trezzi](/creator/undefined) [@longinvest32](/creator/undefined) [@thephiloinvest](/creator/undefined) [@rokajoska](/creator/undefined) [@f1](/creator/undefined) [@obbedygobbedy](/creator/undefined) [@aivainvesting](/creator/undefined) [@fartiefrenchie](/creator/undefined) [@trustlessstate](/creator/undefined) [@drmusician1](/creator/undefined) [@elonmusk](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fair Isaac, Corp. (FICO)](/topic/$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) [Tesla, Inc. (TSLA)](/topic/tesla) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PLTR Palantir is undervalued"  
[X Link](https://x.com/em013L/status/2018448047659979071)  2026-02-02T22:14Z 21.2K followers, 21.7K engagements


"$HOOD Average implied trades sizes for equities and cryptocurrencies"  
[X Link](https://x.com/em013L/status/2021345428101530019)  2026-02-10T22:07Z 21.2K followers, [----] engagements


"@tradershekki @evan__trades My parents are Bosnian and I am born and raised in Sweden with swedish values. As for genocide if you believe in this narrative you should pray that every nation adopts Palantir as the targeting capabilities reduce civilian casualties massively"  
[X Link](https://x.com/em013L/status/2023062292267761929)  2026-02-15T15:50Z 21.2K followers, [---] engagements


"$PLTR Super impressed with 20% operating margins I had an expectation of 18%"  
[X Link](https://x.com/em013L/status/1919510673811288475)  2025-05-05T21:53Z 21K followers, 19.9K engagements


"@1mongolz This is like red bull benching max verstappen"  
[X Link](https://x.com/em013L/status/1981072700442378682)  2025-10-22T18:58Z 21.1K followers, 70K 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 21.1K followers, 293.9K 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 21.1K 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 21.1K 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


"$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


"$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'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


"$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


"@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 21.1K 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 21K 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 21.1K followers, 12.4K 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 21.1K followers, 24.6K engagements


"$HOOD What about low $70s 🫠"  
[X Link](https://x.com/em013L/status/2019433188528119827)  2026-02-05T15:29Z 21.1K 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


"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


"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 21.1K followers, 21.8K 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


"$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 21.2K 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


"$HOOD Segmented assets under management"  
[X Link](https://x.com/em013L/status/2021345023456051585)  2026-02-10T22:06Z 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 21.1K 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


"@vladtenev Where can I shop a pair Need for the Japanese summer 🔥"  
[X Link](https://x.com/em013L/status/2022257834088595807)  2026-02-13T10:33Z 21.1K followers, [---] engagements


"@RealMattMoney @ov3rcaff3inat3d He mentioned that NDR is inflated by small aip customers scaling up from irrelevant contracts to large ones inflating the blended value. However the [--] largest customers account for 42% of the business and grow at 45% above the ndr of [---] 😂"  
[X Link](https://x.com/em013L/status/2022532079066755549)  2026-02-14T04:43Z 21.1K followers, [---] engagements


"$HOOD SBC as a % of revenue down to 6.82%"  
[X Link](https://x.com/em013L/status/2021349845651591360)  2026-02-10T22:25Z 21.2K followers, [----] 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 21.2K followers, [----] engagements


"Omg Im so sorry. Please forgive my sins"  
[X Link](https://x.com/em013L/status/1991650364232462603)  2025-11-20T23:30Z 21.2K followers, 465.5K engagements


"@drmusician1 I like burry"  
[X Link](https://x.com/em013L/status/2022996987239665990)  2026-02-15T11:30Z 21.2K followers, [---] 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/em013L/status/1990475930066702694)  2025-11-17T17:43Z 21.2K followers, 24.9K 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 21.2K followers, [---] engagements


"$HOOD Rule of [--] at [---] for Q4 2025"  
[X Link](https://x.com/em013L/status/2021345925634117933)  2026-02-10T22:09Z 21.2K followers, 13.4K engagements


"$PLTR Just finished reading the whole [-----] word report by Michael Burry on Palantir. Putting together a response. In short the report is anchored to details that have no/small importance and there are a lot of misrepresented figures and narratives that don't reflect reality"  
[X Link](https://x.com/em013L/status/2022320490543735202)  2026-02-13T14:42Z 21.2K followers, 89.8K engagements


"$PLTR My response to the [-----] word Palantir short thesis by @michaeljburry Free for everyone: https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word $PLTR Just finished reading the whole [-----] word report by Michael Burry on Palantir. Putting together a response. In short the report is anchored to details that have no/small importance and there are a lot of misrepresented figures and narratives that don't reflect reality https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word $PLTR Just finished reading the whole [-----] word report by Michael Burry on Palantir."  
[X Link](https://x.com/em013L/status/2022370704113725795)  2026-02-13T18:02Z 21.2K followers, 10.8K engagements


"$PLTR Michael Burry's short report on Palantir with a $46 fair value is actually __$193__ per share when adjusted for reality while keeping his core forecast intact. My full response to Burry's [-----] word short report is now available for free: https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word"  
[X Link](https://x.com/anyuser/status/2022372503382045058)  2026-02-13T18:09Z 21.2K followers, 51.6K engagements


"@RobinGT_Real https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word https://research.typefcapital.com/p/palantir-i-read-burrys-10000-word"  
[X Link](https://x.com/em013L/status/2022981240320819553)  2026-02-15T10:28Z 21.2K followers, [---] engagements


"@jawwwn_ Haha it is a shame I like Burry"  
[X Link](https://x.com/em013L/status/2022997063500497059)  2026-02-15T11:31Z 21.2K followers, [---] engagements


"@iamrocketmen Welcome to the club 🫣"  
[X Link](https://x.com/em013L/status/2023000158448046571)  2026-02-15T11:43Z 21.2K followers, [---] engagements


"Yes this is it. To this day I hold Burry in high regards which is why I was disappointed in the work because most of it is irrelevant to the business today. I wrote a lengthy response to each bear argument raised and instead of engaging in discourse he chose to simply block everyone interested in engaging. I hope you manage to get him on the channel to discuss the business https://twitter.com/i/web/status/2023054559950831703 https://twitter.com/i/web/status/2023054559950831703"  
[X Link](https://x.com/em013L/status/2023054559950831703)  2026-02-15T15:19Z 21.2K followers, 11.2K engagements


"@tradershekki @evan__trades You should read less propaganda articles and do some studying on the business yourself. Take care 🥰"  
[X Link](https://x.com/em013L/status/2023063238775374017)  2026-02-15T15:53Z 21.2K followers, [---] engagements


"@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 21.2K followers, [----] engagements


"$HOOD Implied retention rate down to 921% in 2025"  
[X Link](https://x.com/em013L/status/2021345251320082595)  2026-02-10T22:07Z 21.2K followers, [----] engagements


"@arny_trezzi @michaeljburry @PalantirBullets Was I wrong to expect an actual bear thesis The points being made are completely obsolete or factually wrong. A bit embarassing and I am a fan of Burry"  
[X Link](https://x.com/em013L/status/2022286996769739067)  2026-02-13T12:29Z 21.2K followers, [----] engagements


"$PLTR He kept saying that no one read his report and whoever did had nothing to say. I read it and responded refuting each claim made by Burry. Instead of discourse I was simply blocked. 🥀"  
[X Link](https://x.com/em013L/status/2022723413522203057)  2026-02-14T17:23Z 21.2K followers, 52.2K engagements


"@tradershekki @evan__trades Karp is left you know"  
[X Link](https://x.com/em013L/status/2023063969490235769)  2026-02-15T15:56Z 21.2K followers, [---] 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/em013L/status/1952464590530339218)  2025-08-04T20:20Z 21.1K 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 21.1K followers, 64.9K engagements


"What stock has you feeling like this"  
[X Link](https://x.com/anyuser/status/1953157797807342032)  2025-08-06T18:14Z 21.1K followers, 116.5K engagements


"$PLTR New ATH of $180.58 today"  
[X Link](https://x.com/anyuser/status/1953190224571646464)  2025-08-06T20:23Z 21.1K 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 21.1K 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 21.1K 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 21.1K 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 21.1K 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 21.1K 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/anyuser/status/1962269763435950587)  2025-08-31T21:42Z 21.1K 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/em013L/status/1964622327381123149)  2025-09-07T09:30Z 21.1K 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 21.1K followers, 29.1K engagements


"Goldman Sachs M&A department working overtime 🥲"  
[X Link](https://x.com/anyuser/status/1967410561580499102)  2025-09-15T02:10Z 21.1K 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 21.1K followers, 36.8K engagements


"The stock is being punished HEAVILY by the market. Running a simple DCF with 0% (_ZERO_) growth there is still 31%() upside to fair intrinsic value. This is an absurd scenario as PayPal is in fact still GROWING"  
[X Link](https://x.com/anyuser/status/1968673114268528911)  2025-09-18T13:47Z 21.1K followers, 12.7K engagements


"@formularacers_ @diarioas I don't want Fernando to retire :'("  
[X Link](https://x.com/em013L/status/1968936032088346824)  2025-09-19T07:11Z 21.1K followers, 23.9K 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 21.1K followers, 21.5K 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 21.1K 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/em013L/status/1977083499288183244)  2025-10-11T18:46Z 21.1K followers, 71.9K engagements


"If I am ever curious about alpha in a stock I simply post about the company. When literally no one bothers reading or watching thats when I know that there might be opportunity"  
[X Link](https://x.com/em013L/status/1981520061547630811)  2025-10-24T00:36Z 21.1K followers, [----] engagements


"@TheDanGlasser $FWONK"  
[X Link](https://x.com/em013L/status/1981540908761043111)  2025-10-24T01:59Z 21.1K followers, [---] 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 21.1K followers, 72.5K 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/em013L/status/1985466276303815054)  2025-11-03T21:57Z 21.1K 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/em013L/status/1987954673182298459)  2025-11-10T18:45Z 21.1K followers, 52.9K engagements


"My whole net worth with these two"  
[X Link](https://x.com/em013L/status/1988591031550664873)  2025-11-12T12:53Z 21.1K followers, 34.6K 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


"Link to the equity research report on $FICO: https://research.typefcapital.com/p/fico-pricing-power-through-total https://research.typefcapital.com/p/fico-pricing-power-through-total"  
[X Link](https://x.com/em013L/status/2012501207714255343)  2026-01-17T12:24Z 20.8K followers, [----] engagements


"@TheLongAJ Appreciate that you took the time to read"  
[X Link](https://x.com/em013L/status/2013884692542673118)  2026-01-21T08:01Z 20.8K followers, [--] engagements


"$HOOD Yoloing options over the weekend and then get two days within the same week to recover your losses desperately means Q1 earnings will be a banger 🔥🔥🔥 Select stock options now expire three days a week. Introducing Monday and Wednesday expirationsunlocking more days to drive your options strategies. The first of these options will expire on Monday February 2nd. Available for: TSLA NVDA AAPL IBIT AMZN META AVGO GOOGL https://t.co/5MVZmAnCqM Select stock options now expire three days a week. Introducing Monday and Wednesday expirationsunlocking more days to drive your options strategies."  
[X Link](https://x.com/em013L/status/2015970363482800454)  2026-01-27T02:09Z 20.8K followers, [----] engagements


"@OPalchemyst @DeepValue47 Alpha"  
[X Link](https://x.com/em013L/status/2017060767703716138)  2026-01-30T02:22Z 20.8K followers, [---] engagements


"It is official the downfall of OpenAI has begun. Being smoked in feature releases from all competitors financial uncertainties on the doorstep legal drama accelerated loss of market share- And what they release is a broken translator 🫠 https://t.co/fJxV8cVORd https://t.co/71q5YPcMKD https://t.co/fJxV8cVORd https://t.co/71q5YPcMKD"  
[X Link](https://x.com/em013L/status/2017153337247039641)  2026-01-30T08:30Z 20.9K followers, [----] engagements


"@turned123 Like palantir"  
[X Link](https://x.com/em013L/status/2017994728172867792)  2026-02-01T16:13Z 20.8K followers, [---] engagements


"@grok @SpiritualGanstr What"  
[X Link](https://x.com/em013L/status/2018113986458489324)  2026-02-02T00:07Z 20.8K followers, [--] engagements


"@grok @SpiritualGanstr You did not accurately summarize the video. Is it actually within your capabilities to review video"  
[X Link](https://x.com/em013L/status/2018114555269013792)  2026-02-02T00:09Z 20.8K 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 grew U.S. commercial revenue by 137%()"  
[X Link](https://x.com/em013L/status/2018441417883017564)  2026-02-02T21:48Z 20.9K followers, [----] engagements


"$PLTR I think it's about time people stop sleeping on Palantir's government growth. U.S. Gov Up a massive 66% Y/Y"  
[X Link](https://x.com/em013L/status/2018441589530706383)  2026-02-02T21:49Z 20.9K followers, [----] engagements


"$PLTR RPO up 143% Y/Y Palantir is making every segment grow triple digits"  
[X Link](https://x.com/em013L/status/2018442618632577470)  2026-02-02T21:53Z 20.9K followers, [----] engagements


"$PLTR Net deals were FEWER than Q3 despite insane growth across every metric That means that Palantir is targeting BIGGER deals"  
[X Link](https://x.com/em013L/status/2018443127393296878)  2026-02-02T21:55Z 20.9K followers, [----] engagements


"$PLTR Investors and Palantir are both getting rich"  
[X Link](https://x.com/em013L/status/2018585428635599182)  2026-02-03T07:20Z 20.9K followers, [----] 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

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