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@asa94921556 @LeifInvests it goes up the longer someone stays a customer. the more palantir you use, the more you want to expand to other use cases and parts of your org.

@LeifInvests Palantir's numbers are wild but margins at 60% with that growth usually mean pricing power, curious how long that holds as they scale.

Rule of 40: The Full SaaS Leaderboard⚔️👇 $PLTR | Rev: 85% | Margins: 60% • 145 Score $TEAM | Rev: 32% | Margins: 34% • 66 Score $INTU | Rev: 10.4% | Margins: 54.7% • 65.1 Score $ADBE | Rev: 13% | Margins: 44.5% • 57.5 Score $DDOG | Rev: 32% | Margins: 22% • 54 Score $NOW | Rev: 24% | Margins: 29.5% • 53.5 Score $CRWD | Rev: 26% | Margins: 24% • 50 Score $SHOP | Rev: 34% | Margins: 15% • 49 Score $ZS | Rev: 25% | Margins: 23% • 48 Score $CRM | Rev: 13% | Margins: 34.8% • 47.8 Score $NET | Rev: 34% | Margins: 11.4% • 45.4 Score $WDAY | Rev: 13.5% | Margins: 31.8% • 45.3 Score $SNOW | Rev: 33% | Margins: 11.9% • 44.9 Score — Last quarter revenue growth and non-GAAP operating margins.

@SobanskiR12 @LeifInvests i'm obviously a day 1 pltr investor and fan boi so take with a grain of salt but palantir actually speeds up and accelerates the longer a customer stays on board. they're reaching a point where 100%+ on yoy rev growth each call becomes expected. possibly for all of 2027 as well.

@LeifInvests Saw this float around earlier. PLTR's revenue growth is wild but I keep wondering how much of that is sustainable vs one-off government deals. TEAM at 6 is rough though, Atlassian feels like they've lost their edge lately.

banger. palantir really is the best.

@MastaAc98841878 @ABC yeah now show me a picture of an old folks home in 100+ degree weather and still no goddamn air conditioning on your whole contintent lol.

@ABC Street food fest in Austria, Europe. No guns, just fun.

LATEST: A third person has died and at least four others are injured after a shooting at the Bite of Seattle food festival at the Seattle Center on Sunday, officials say. Read more: abcnews.link/9QkDBa4

@JoJacksonBaby @MaebiiX @hitohahaha Is there a timestamp where something over the top happens? I’m not even on anyone’s side but I just can’t tell if you’re being sarcastic or not here. Shirtless fat dudes wearing some dumb shit yeah? I’ve seen a few sports after party’s with similar

how do right wingers always seemingly find the most obscure sissy fetish porn and try to pass it off as what trans women are actually like

David Pakman explains why he's not a communist or socialist "I am a social democrat..I don't believe either system is the best way to maximize human well being and to organize society..and I believe this, looking at empirical historical data and in applying a socioeconomic analysis to these theories" "I support getting everybody healthcare, strong unions and supportive labor, affordable education that is of high quality, progressive taxation where the wealthiest are taxed, the most serious corporate regulation, and a very strong safety net..I also support private businesses, private ownership of property and the ability to make profit in private industry for a lot of goods and services" "There is no good reason to eliminate markets, we don't need gov planners deciding..it's completely fine to let companies compete there, let ppl start businesses and own them, test ideas, succeed and fail within the context of the market..social democracy recognizes markets are really useful tools, but markets are not the moral authorities that the right wing believes them to be" "Socialism and communism in turn usually want to replace private ownership of major industries with worker, public, or state ownership..depending on whether we're talking about a socialist or communist model..and if u preserve socialism against public resistance, u can end up with property seizures, capital controls, restrictions on investment, limits on political opposition..a very serious authoritarian danger..the supposed stateless society requires an extraordinary powerful state" "We've seen historically..u end up with this new ruling class made up of often corrupt, typically cronyistic and nepotistic party..for me one of the key tenets of leftism is opposing domination..that includes domination by corporations and billionaires..it also includes opposing domination by government or political parties or these self appointed revolutionaries who say I speak for everybody"  (Via thedavidpakmanshow on YT)

they're growing 85% yoy and still accelerating you retards those aren't consultancy numbers. their rule of 140 is like tied with nvidia. the amount of cope where you have to depend on random ass anon redditors wishcasting novels on the internet? over palantir customers and hard numbers every earnings report? name any consultant company doing growth like palantir is right now lmao.

Palantir is, and always has been, a consulting company where a large team of engineers come onsite and do manual labor and hard-coded kludges. No software-like economics, empty promise of AI scalability

@sdamico @ArmandDoma I'm stealing this for future use. perfect way to describe the dichotomy that exists.

@ArmandDoma TikTok palantir isn’t real life palantir.

i mean genuinely how can you work at PALANTIR and be a Democrat. like what

@thedealdirector lmao i love how confidently dumb and wrong reddititors love to be. you're right man, your anon take on palantir is totally grounded in reality im sure /s

Palantir FDE bros, are we okay?

@patdennis @ArmandDoma @issiromem watching palantir get rebranded as a right-wing company has been hilarious to witness as someone thats been keeping tabs on them forever now. i'd put the people that actually know what palantir's products do at less than 5%.

@ArmandDoma @issiromem they remained a major contractor throughout the biden administeration, this pure partisan angle on them is pretty new. Not that I'm a fan, but a democrat working for a firm contracted to by a democratic administration isn't that unusual

@ArmandDoma how can you be a democrat and NOT support palantir? strip away sensationalist headlines without any evidence to back them up and what exactly are you mad at them for? you're mad they made software for a wide variety of government organizations that actually work?

Day 1 OG's still feel lucky that they get the opportunity to continue holding our $6 shares too. It's been almost 6 years of holding 95% of my original base (accumulated over 3-ish years @ 16-ish average). Still have no desire to get out of this highly concentrated position, as there is simply no other opportunity out there that is a sure thing like palantir. they offer not only the highest ceiling but also just an absolutely amazing floor once you understand how differentiated their product and company is. this company is probably gonna 3-4x within the next 12-18 months. Q2 results are gonna be a crazy acceleration, possibly 100%+ yoy rev growth because karp and shyam been out in the news talkin kinda crazy so they must know something under the hood about what they've been cookin' up. it's gonna be an absolute banger rotation into software/palantir. i waited on the sidelines as sandisk and micron went hyperbolic and resisted. we will be rewarded for our bravery.

@DeepValue47 Too few real ones are still holding those $6 shares. The OGs who stood firm will be greatly rewarded for their unbreakable dedication and mental fortitude. Kudos to the diamond hands out there 🤝

They keep selling Palantir not realizing they are what holds the house together. These con artist are going to circle jerking themselves till blisters open. The madness will stop and when it does 98% of Fintwit will be dead men walking. Enjoy the fuggin’ show. PTFB

Palantir is N of 1. Numbers don’t lie, check the scoreboard:

"I do think it's fair to call Palantir an ideological company. Hmm. I don't think it's fair to call it a political company." "It's not party political, but it does believe in things, if that's maybe a definition of ideology." "It believes in the West. Yes. It believes in liberal democracy. It believes in the rule of law, It believes in privacy, It believes in civil liberties, and It believes in maintaining, enhancing, and strengthening the infrastructure that makes those values possible." 🙏@louismosley

despite the efforts of many journalists and anti-West annon accounts with watermelons in their bios, please know that every single company in the world wishes they had their version of the massive Palantir / $PLTR community and the people that drive it. I’m really blessed to play a role in cultivating and engaging a group of people that love Palantir as much as I do. I still cant believe I get to do this everyday. we are going to win

@OdinsDeposition @jawwwn_ @ssankar fair take.

@jawwwn_ @ssankar I don't disagree the greatest threat is self annihilation but moratoriums on data centers is not a permanent position. It's a stopgap until the actual constraints are solved and the political divisions recede. This will not be resolved by weaponizing partisan politics.

" The greatest threat to America is not homicide by an adversary. It's suicide." - Palantir CTO @ssankar "It's losing our national will. It's losing the motivation. It's putting moratoriums on data centers. It's deciding that we're not even going to try." " AI is going to be the antidote to the 20th century's managerial revolution." "I think it is incumbent on all of us to make the argument to the American people that we are all invested in underwriting American prosperity." Via @NTDNews

The current state of AI:

Palantir CTO @ssankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via @NTDNews

@teslcyber @MikeLongTerm @PalantirTech From your lips to God’s ears.

@MikeLongTerm @PalantirTech Palantir is a 10x in the next 3 years

$PLTR| The last time bears and short sellers told me @PalantirTech was too expensive from $6-$10, the stock went up $207 or 3,350%. Today, they told me it is still too expensive when Q2 Revenue is about to grow 3 digits, much faster than 2022-2023 and at a larger size. And the stock is at $126/share. We will find out how much this gonna go up this time!