Anry Tarezi.

@arny_trezzi @michaeljburry @PalantirBullets I share my real-time TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: 18122871848 Here’s the link : wa.me/18122871848/?t…

@arny_trezzi @michaeljburry @PalantirBullets My technical analysis. 👇

$PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10,000 words. Here are the 10 worst takes: 1. "Palantir’s margins are not even SaaS-level, but when Palantir’s functionality succumbs to the commoditization of AI coding tools, they will fall further." 2. "The result is a Net Dollar Retention surge from 107% to 139%. 139 is extraordinary. It is also suspect. Such heights are rarely sustained and almost always associated with base effects. 3. "Not enough bandwidth? That sounds exactly like a consultancy. Not enough integration engineers, not enough Palantir people to customize the installations." 4. "So, after the company lost $4bn in almost 20 years as a private company, it has continued to give tons of stock to employees while losing money on bubble SPACs and growing to a remarkably petite $4.5bn revenue for 2025 – petite for being the U.S. government’s pet data enforcer AND an AI FOMO/Lucky Strike poster child." 5. "[Selling Gotham] was not too hard. Government software was terrible, and hence, low-hanging fruit. It took 3y, but after that, low hanging fruit." 6. "Foundry was produced in 8 weeks, AIP in a few weeks. Foundry is an integration layer for thin apps that require extensive customization. AIP is simply a wrapper. Putting the cost of its fleet of FDEs in R&D pumps up R&D artificially." 7. "Palantir moved to 'bootcamps' – short demos in lieu of full FDE deployments – as a way to onboard Foundry AIP customers faster and improve margins. As these boot camps are rehearsed scenarios built on curated data, for ease of use, they can fail in real life scenarios that vary from the curated ones." 8. "Palantir creates architectural overhead in a system, and now that LLMs are integrated into this overhead, the coming commoditization of LLMs should render Palantir a user interface provider of little value. 9. "Let’s spend some time on those money-losing years onas it was a very long time for a company full of supposed geniuses to not make any money." 10. "Calling his engineering consultants 'forward deployed' fit right into his desired noble, militaristic vibe. A righteous and right company." ------------------------------ I lost 10 QI points while reading the entire report, so you don't have to. Here are a few personal thoughts: 1. The report seems entirely written by GPT. 2. ~20% of the report is focused on how the company was at DPO in 2020. We are in 2026 😉 3. Doubts on the validity of the software are dismantled by customers themselves: • Airbus, client since 2015, just got a ~$1bn 10y expansion • Hyundai HD, client since 2021, just got a "hundreds of millions" expansion • $200mn Lumen expansion • $440mn deal with the US Navy to provide Ship OS; Are these clients nuts? 😆 4. Burry wildly misunderstand the Palantir's AI thesis. Burry just sees AI = LLM , but there is much more than that. Palantir doesn't build an AI model. Palantir bets that as LLMs converge toward commoditization, value will increasingly shift to the model-orchestration layer to deliver outcomes: call it AIP. The 20 years of building software in the most critical use cases put Palantir in a prime position to capitalize on this. 5. Burry wildly misunderstands Palantir's financials, as he believes growth and margins will decrease. Operating leverage + network effects = sustained growth with expanding margins 6. Trying to prove US Commercial is a scam by showing International Commerce does't grow is dumb. Palantir voluntarily pivoted the entire company on the success of US Commercial, the most important market, while it saw the Int market was not ready to capture the AI wave. US Commercial: +137% YoY Revenue Growth +145% YoY Remaining Deal Value +49 % clients 7. Seeing the low number of clients as a minus is dumb. The fact that Palantir has been able to generate ~$4bn with ~1,000 clients shows an abnormal earnings potential vs its similar size "competitors": • Databricks (17,000 clients), • Snowflake (12,000 clients), 8. Many concerns have dismantled infinite times: • "consultancy" • "SPACs" • "SBC" They are not concerns now. 9. Dilution is simply not an issue any longer. The truth is in the Earnings Per Share: • 8x YoY • 43% GAAP Margin. PLTR is diluting by 2% while growing revenue by ~70% at 57% EBIT adj margin. As an investor, I am only happy if we get only 2% dilution to get these results. 10. His $46 valuation uses dumb inputs: • 16% WACC is crazy. PLTR is no longer a money-burning startup. • 4% dilution vs 2% actual dilution • 50% growth for 5 years and 25% after: this is not that negative, but inferior to what the strength of the company can achieve. 11. Burrito is proving himself to be a bad influencer more than an investor. If he had properly analysed the situation (he could subscribe to @PalantirBullets for free), he could have focused on discussing valid points. Essentially, he wanted to short and asked GPT to help him draft the thesis, leveraging his "influencer status." If he wanted to provide a reasonable short report, he would have provided evidence like: • big customers churning; • product failing to deliver; • serious evidence of corporate misconduct. Why hasn't he done this? There is simply no ground. There was once an investor. Now there is only a substack grifter. Yours, @arny_trezzi

@ConnorJBates_ @DataTrekMB This might be helpful to you, and there is no charge. I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADESTRATEGY” to WhatsApp: 17632097758 Here’s the link :wa.me/17632097758/?t…......

@ConnorJBates_ @DataTrekMB Here are the analysis results.✅ 👇

XLE vs SPX ~ 2 Sigma "When Energy outperforms the S&P 500 by more than +20.9 percentage points over 50 days, we are in statistically unusual territory, as that is 2 standard deviations from the long run mean." Source: @DataTrekMB

Growth Darlings Drawdown From Highs $HOOD -48% $IREN -43% $PLTR -32% $APP -36% $ORCL -53% $HIMS -76% $IONQ -58% $SOFI -34% $COIN -63% $CRWV -49% $CRDO -37% $RDDT -47% $NBIS -35% $ONDS -33%

@ConnorJBates_ I share my real-time TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: 17632097758 Here’s the link : wa.me/17632097758/?t…

@ConnorJBates_ Here are the analysis results. 👇

@Chimp_Capital I share my real-time TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: 13107700472 Here’s the link : wa.me/13107700472/?t…

What if he’s right again? 👀 $PLTR

$HIMS bulls still thinking the CEO is putting on a marketing “master class” or is it time to capitulate? 😅

@itschrisray This might be helpful to you, and there is no charge. I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADESTRATEGY” to WhatsApp: 17819216110 Here’s the link :wa.me/17819216110/?t…......

@itschrisray I share my real-time TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: 17819216110 Here’s the link : wa.me/17819216110/?t…

🚨 $ONDS secures multi-year $30 million demining contract in Israel. The project will be led by 4M Defense, Ondas’ smart demining subsidiary, and represents one of the largest demining projects ever undertaken in Israel. The program covers approximately ~741 acres along the Israel–Syria border, a historically contaminated and strategically sensitive region. This win is another great example of how $ONDS is so much more than “just a drone company.”

@elonmusknews30 YES!!!

@MTGrepp YES x 1000

Would you support ONLY American born Citizens being allowed to serve Americans in Congress ? YES or NO ?

@TaraBull808 I’ll pay for a few more one way tickets for some of her liberal friends😳😂 The fact that she thinks we care is comical…🙋🏻‍♂️see ya

BREAKING: Ellen DeGeneres has ‘fled’ to the UK and is ‘never coming back’ to America after Trump’s win.

@ivankatrumpo A. YES

@The_Trump_Train 👍🏻

GIVE ME A 👍 IF YOU SUPPORT OUR NEW BORDER CZAR TOM HOOMAN!

@ElonMuskAOC A - Absolutely

Would you trade in your current phone for the XPhone if it means you get full Starlink connectivity anywhere, anytime? Cheaper than Apple! A) Absolutely B) No way

@libsoftiktok U need Jesus!!!

I think every reasonable person would agree that to achieve maximum diversity, Harvard should hire this person as their next President.

@CollinRugg Bring ur scooters out to the small towns…moving target practice would be fun😳

UPDATE: 59-year old 90210 actor Ian Ziering, who took on a mini bike gang by himself in LA, has released details regarding the incident. On New Year’s Eve, Ziering got out of his vehicle after the mini gang approached his car. “While stuck in traffic, my car was approached aggressively by one of these riders leading to an unsettling confrontation. In an attempt to assess any damage I exited my car. This action, unfortunately, escalated into a physical altercation, which I navigated to protect myself,” Ziering said on IG. “I am relieved to report that my daughter and I are both completely unscathed, but the incident has left me deeply concerned about the growing boldness of such groups who disrupt public safety and peace.” Ziering is listed as the victim on the police report.

@StratRedTM I really wish these people would put their money where their mouths are & LEAVE…. But they won’t cause they always bark with no bite🙄

George Clooney throws in the towel...! When Trump moves back into the White House, George is leaving the country. We'll save him a seat... 🚨LIST UPDATE🚨 2024 1. Whoopi Goldberg 2. Cher 3. Barbra Streisand 4. Miley Cyrus 5. Amy Schumer 6. Bryan Cranston 7. Tom Hanks 8. Taylor Swift 9. Ellen DeGeneres 10. Kim Kardashian 11. Hunter Biden 12. Oprah 13. George Clooney Don't let the door hit you in the butt on the way out.