Fane Bennet

@amitisinvesting Made possible by $PLTR

TRUMP: - Two US-flagged merchant ships have successfully transited the strait and are continuing their journeys safely - American guided-missile destroyers are now operating in the Arabian Gulf after passing through the Strait of Hormuz under “Project Freedom.” Iran said they shot at US Warships, Trump and US Central Command saying that not only did that NOT happen but they actually escorted two ships safely through the Strait.

@hyperindexed Yes but Antropic is getting more ARR...

The answer is AI infrastructure that enables enterprises to focus on building differentiated capabilities, and insulates them from the churn of "commodity cognition"

@beffjezos Nope. Dario is woke

Mythos vs Mogman. My bet is Dario reluctantly teams up with Elon on compute to try to compete with Sama.

@BrettKrieger12 They will beat but when ARR more than Antropic is important

I would usually have the sunday scaries before another long work week this week is different Palantir reports earnings AH tomorrow Congrats to all Palantards who celebrate the most entertaining earnings call on the street! PTFB

@Jason @SRuhle @linamkhan yet you still vote Dem and have TDS

@SRuhle Just take the L Steph The Biden administration and @linamkhan had retarded policies based on an anti-capitalist ideology that did more harm than good. That’s it. It’s not complicated.

2 things can be true. - the Biden Administration blocked a JetBlue/Spirit merger out of market consolidation concerns & now here we are with one company gone. - the final blow that caused Spirit to fall was skyrocketing jet fuel prices caused by the war in Iran.

@DavidRi24012971 Ideology of Antropic is counter to USA and $PLTR. Stark using Perplexity, Grok and Palantir

$PLTR + CLAUDE in research equity analyst mode, the last three days

@iamrocketmen Not good enough. Antropic is 40B ARR

이번에 $PLTR 팔란티어 매출 $1.6~1.62B 예상해봅니다. 이렇게 나와주면 YoY 80%+ 🤣 Rule of 40 는 137-140 초과달성 가즈아!!

@Dr_Crossroads It needs to be better. Antropic is at 40B ARR...

$PLTR Palantir reports earnings on Monday, May 4th after hours. The results are going to turn heads. Here is what I expect and am looking for. 🟢 Revenue: $1.64b (vs analyst expectations of 1.542b), 82% Y/Y growth. 🟢 EPS: 29c (vs 28c analysts) 🟢 NDR: 145% 🟢 $875m FCF REVENUE + GROWTH While 82% Y/Y growth may seem insane to project (and it is absolutely shocking at this size), the reality is that analysts have Palantir pegged for 75% growth. The reason for this confidence? An incredible number of deals that landed in Q4, accelerating the short and long-term RPO of Palantir. They're now at $1.62b short-term RPO, a figure which does not include contracts with an initial term under 12 months, obligations further than 12 months, most government deals, and anything that includes a cancellation clause. While this acceleration won't all fall in Q1, it's clear that the extreme growth levels of Palantir aren't abating any time soon. The Net Dollar Retention rate in this scenario looks to be around 145%, give or take, which is above the level (120%) considered elite for SaaS. With the benefit of FCF and a cancelled buyback program, Palantir will have over $8b in cash after Q1. A WEAKNESS RESOLVED Over the next 2 quarters, it looks like Palantir will have shored up its only weakness: international growth, which has been lackluster. Dave Glazer (CFO) stated that in the 4th quarter, Palantir closed $1.3b of international commercial TCV bookings. While international revenue has accelerated back to double digits over the past 2 quarters, this pales in comparison to US commercial (81.8% Y/Y) and US government (60.3% Y/Y) growth. Palantir landed other significant international expansions, including one with HD Hyundai across their entire enterprise worth "hundreds of millions" over several years. While I don't expect international to necessarily climb to those levels, seeing it above 20% over the next two quarters helps, even as the comps on the US side become more difficult later this year. GUIDANCE AND TURMOIL Palantir has an incredibly resilient business model, benefitting from times of macro stress and turmoil, and also from times of stability. Q1 certainly was no exception, with Palantir-supported Maven becoming an official Program of Record (and expanding internationally to the Czech Republic). They also landed two other significant US govt contracts worth up to $1b each in the quarter, while Airbus expanded their contract, which is rumored to be $1b over 10 years. This is in addition to around 20 other partnerships and extensions noted, which only captures a part of the acceleration. The point? Palantir is certainly not done growing, and it's not even finished accelerating. I believe Palantir will not only raise guidance, but guide for close to 80% revenue growth next quarter, which is a far step above where analysts have the firm positioned. This sets them up for around $1b in FCF in Q2. FINAL THOUGHTS The next two quarters will put to death the myth that Palantir cannot expand internationally, see them near $10b in the bank with no debt, and positioned incredibly well to continue disruption. While I usually say I don't expect the stock to move much, this quarter I believe there's a strong chance of a violent upward move. As such, I will be hesitant to sell any covered calls on the stock for earnings.

@America1stLegal @AnthropicAI @elonmusk @JTLonsdale

EXPOSED: @AnthropicAI says it is working to combat “extremist content.” Anthropic appears to have relied on a network of SPLC-linked, Biden DHS-funded groups that target so-called “right-wing extremism” to influence its AI.

@chadwahl Two things important for earnings call: 1. What will PLTR with their cash. Not looking for dividend but something strategic to beat Antropic 2. International growth (commercial and government) and if $PTLR will sue Jane Street and Michael Burry for stock manipulation.

If your CEO and Chairman isn’t talking like this on your earnings call, you are going to have a hard time competing against those that do 💪 “Using Palantir's Foundry platform, we expanded our ontology, a digital map of our business that included our underwriting processes, workflows and data relationships. This ontology, coupled with orchestration, will enable us to deploy multiple AI agent teams to integrate with our core systems, which will improve decision-making and reduce costs over time.” Must listen to the whole clip!!!

@sama Lies. Without replacing humans, OpenAi and Antropic won't get the revenue needed to increase their compute!

we want to build tools to augment and elevate people, not entities to replace them.

@mkratsios47 @DeptofWar $PLTR

We are committed to ensuring our warfighters have the best tools at their disposal. Today, the @DeptofWar announced agreements with 7 leading AI companies to deploy advanced AI on classified networks, leveraging the full strength of America’s technology stack. war.gov/News/Releases/…

@aiedge_ Don't API your business to Antropic, they will steal everything

Anthropic CEO (Dario) plans to buy TRILLIONS of compute power. "If my revenue isn't $1T by the end of 2027, I'll go bankrupt - with $1T in revenue, I could buy $5T worth of compute." The AI race is just a compute race.

@etienne_breton Congrats!!!

$PLTR — Officially PILI‑HODL‑Retiree

@calleymeans @BGOV How much did big pharma pay him??

@BGOV Bill Cassidy was the ringleader of this operation and exerted significant pressure on other senators.

Sen. Bill Cassidy (R-La.) said hours after President Donald Trump pulledhis surgeon general nominee Thursday that the White House was aware the wellness influencer didn’t have sufficient congressional support. news.bgov.com/bloomberg-gove…

@Jason when are you going to call out that liberals are stupid

San Francisco politicians and their constituents enable this suffering. They are the cause of it, because they can stop it instantly. Today, tomorrow and every one of the last 1,000 days this has happened. Fentanyl is a super drug and we should have zero tolerance for the distribution of it. [ and we should reschedule and regulate the less harmful drugs ]

@asaio87 @PLTR need human in the loop

I read a story about a guy who used opus 4.7 and it mass emailed his entire user database 20 times per contact without permission. Man. I would never allow it connect to my database. I love working with ai but everything stays local until it’s tested.

@icanvardar 100% API and then they steal your business

anthro­pic is once again proving it’s evil

@PalantirOg @arny_trezzi Commercial count and revenue per commercial important. Antropic coming for their enterprise segment

$PLTR Great Q1 recap from @arny_trezzi! 👀⬇️ Let’s Roll!!! 🇺🇸🦾🔮🦄🔥