Sachin Sharma
@sachinvats
Followers
18K
Following
58K
Media
3K
Statuses
25K
Investor | 20+yrs in Energy Industry | Geophysicist Once Personal Views & Opinions only (No Financial Advice | Do your own DD | Don't fall for SCAMs)
MULTIVERSE
Joined March 2010
What I look in my investment.-QoQ/YoY revenue growth .- High operating margin.- Healthy cash position.- Strong sector macro.- Quality of CEO & leadership team.- Client testimonials.- Competitive edge in technology/business model. I don't look earnings, as gains to be reinvested.
47
78
475
I am actually curious on why @Twitter didn't flag this post as misleading or with Fact Check # that Tesla is the leading EV manufacturer in the US and globally @elonmusk @WholeMarsBlog . it has set precedent in the past where US president posts were flagged.
I meant it when I said the future was going to be made right here in America. Companies like GM and Ford are building more electric vehicles here at home than ever before.
159
235
2K
Seeing the trend for last few days, it looks like the REAL interest rates are highest in LONG TIME, so this number should drop faster and who knows can we see even below 1% . If the US can get more production going and companies get in full fledge AI productivity than all hands.
55
517
562
J P Morgan has price target for Tesla at 250$ (~75-80% downside from recent prices) at ~250 billion MC while for Rivian at 104$ (10% downside) at MC of ~95 billion$ -> two different views based on agenda instead of valuation.
54
66
793
Sharing a sad news from my side - My mom suddenly passed away yesterday after sudden turn of events of last 5 days of what was supposed to be a routine surgery. Reaching out to my Twitter community for prayers and peace for her soul. đ.
261
9
613
âMargins in auto business are like 6-8%, itâs been like that for decades, @Tesla canât be valued like a company with 25% margins, itâs preposterous, only sane thing to do is SHORTâ. Tesla margins now 30% plus.
18
37
567
$PLTR Q2 2021 earnings.Q2 2021 Highlights. - Total revenue grew 49% year-over-year to $376 million.- US commercial revenue grew 90% year-over-year.- Closed 62 deals of $1 million or more, of which:.- 30 deals are $5 million or more.- 21 deals are $10 million or more.
19
79
414
$PLTR is not an easy stock to own so take a hard look if you are an investor. It's the reality that at this time despite good news there is no clear sign, what will break the ceiling of 29-30$. The numbers are consistently improving both for top and bottom line, I am LONG.
17
19
393
Get to visit âŠ@PalantirTechâ© office in London today, . Vibrant culture and plenty of references to LOTR
31
11
403
$PLTR earnings are the most sought after event for me this week.
14
15
391
$PLTR institutional ownership is now at 31.64% and based on quarterly transactions, Institutions are in buying only mode
18
41
393
$TSLA produced/delivered ~500k vehicles last year and in six months already reached 385k+ vehicles. Two new factories yet to come online later this year/early next year --> Only thing expanding faster than @Tesla is the global EV market, plenty of opportunities 4 several players.
7
29
373
$PLTR milestones, I expect in 2021. - PLTR YoY revenue for 2021 >50%.- PLTR YoY client revenues >15% for existing client.- PLTR signs 10+ new contracts in existing sectors.- PLTR enters into 5+ new sectors .- PLTR introduce (at least 1) new and/or updated products by YE 2021.
20
50
348
While a German automaker going to unprecedented lengths to learn from @Tesla, US government and Detroit acts as it doesnât exist.
That's incredible! đ. According to Handelsblatt sources the VW CEO Diess included Elon Musk at VW's executive summit last week. Musk explained what's behind Tesla's high productivity - and dispelled concerns about e-mobility.
15
48
352
$PLTR stock is down as they released plans to show new products in a sector growing with higher double digits CAGR and not included in the original TAM filing in S-1. Makes sense.
33
12
359
Finally started working on $PLTR vs $SNOW, will target to publish it by Sunday night.
14
9
355
Despite all his quirks, I am an admirer of @elonmusk. No leader in my life made me believe in the world and myself so much as him. He pushed frontiers and create value where none existed. I often hear so-called intellectuals telling 100 reasons why something will not work. .
12
21
350
Congratulations to $PLTR investors.
â $PLTR is not a real company. I think that Palantir is a series of press releasesâ - @jimcramer . Guys⊠đ
38
25
336
The only thing that changed in last 3 days for $PLTR after 28$ in PM is that released earnings that met and improved on almost all key metrics. Many stocks dropped in last 3 days. $PLTR dropped more than many on back of stellar earnings.
23
29
322
Strong warning and not recommended to anyone: . I am going all in 100% YOLO in PLTR. No financial advice either.
58
11
318
Single biggest reason for $TSLA criticism by many is that they can't digest the fact that they missed multiple fold rally of @tesla, lost money shorting it, humbled many times with its ability to push frontier and forced whole ICE industry to move to EV against their will.
13
26
313
$TSLA decided to delay CT, Roadster, Semi and other initiatives to optimise one and only one metric which is most important- total no of cars produced and sold and they are killing it. Singular delivery focus is most important to win and a master strategic move.
9
13
309
A message to all $PLTR shareholders, as I humbly reflect on the journey of the last 3 yrs . In the fourth quarter of 2022 and January, Palantir's stock price hovered just below $6, with an extended period ranging between $6 and $7. This wasn't a unique situation; many stocks.
47
27
325
My instinct is that some big news is around the corner for $PLTR. Someone knows something, the strength is unusual, itâs holding above levels that even failed to be breached during best of numbers and news. Can we test 29$ today?.
24
17
302
đđ #Palantir Q3 Earnings Thread đ§”. 1/ đ Q3 Highlights:. $72M GAAP net income, 13% margin đ°.4th straight quarter of profit! đ.Revenue up 17% to $558M đ.Commercial revenue +23% đą.Gov revenue +12% đïž.Customer count up 34%! đ.
9
40
310
Our growth is limited to only the customers' ambition for growth. - $PLTR Q2 2021 earnings call.
4
32
292
Despite all the disagreement with @CathieDWood on $PLTR. I find manner of @cnbc criticism of her pathetic & unprofessional. She delivered results on stocks and companies in 2020 when many alpha investors failed - Egos were bruised and its SHEER jealousy, nothing more.
17
9
287
I am not out of $PLTR position, I have increased my risk assessment on the success of the GTM strategy. I have seen a product in action and met the team and have high regard for it. Given the issues & areas of improvement in GTM highlighted by $PLTR themselves, progress is less.
22
33
283
Companies I like for 5-10 yr horizon.Defensive .- $MSFT.- $GOOG.- $AAPL.- $NVDA.- $U . Growth.- $PLTR.- $DDOG.- $RBLX. Alternate.- $TSLA.- $CDLR.- $ATAI.- $ABCL.- $CMPS.
42
40
277
$TSLA. Safety score based insurance premiums are a pivotal moment in history. Itâs start of the disruption of the traditional insurance industry and if you donât have an individual insurance policy options in next few yrs, you will soon cease to exist.
13
20
264
Palantir Reports Revenue Growth of 41% for FY 2021, US Commercial Revenue up 102% Y/Y in FY 2021.
18
30
263
$PLTR was awarded a $48,500,000 contract for a Data-as-a-Service Platform. This effort will provide the government with a term software licenses, cloud hosting, enablement services, support and training for each platform solution.
9
33
253
Nowadays, I have ended up with some opinions that disagree with both $PLTR Bulls and Bears - Also not possible to have a rational discussion on this topic for now. - I do think it is expansive, as in upper echelon and i don't think it's a bubble . - Can it correct --> $PLTR.
45
18
255
Goldman Sachs advising Twitter if 54.20$ is low . In the meantime, Goldman Sachs has SELL rating with 30$ PT on Twitter.
9
10
243
My objective is to double my PLTR position by end of 2022.
20
8
242
I tweet less and less about @PalantirTech because the story for a long term generational company is clearer day by day. $PLTR.
8
18
240
My conviction on $PLTR is simple for this year . Consistency in performance, no debt, AI spending increase in Enterprises, S&P likely inclusion, having tested 14-18 range few times and eventual rate cuts next year,l. We should see 25$+ tested in 2024 and who knows that in.
18
23
235
@SamRo "A couple of Geeks who sketched some SW could destroy Sears Roebuck" - It was said with sheer arrogance and I am sure anchor was trying his best not to be sarcastic. Just remember guys fianace media today is filled with same guys, who think have power to decide future & stocks.
4
9
228
Congratulations to all $PLTR investors.
8
26
232
On $PLTR. Until and unless we see clear evidence that palantir can deliver revenue significantly above guidance and estimate, stock will be drag and at mercy of growth stock macro IMO. Problem is itâs not easy to time as the bounce will be huge if they hit the bulls eye.Iâm LONG.
20
3
213
Exxon was already using Snowflake before it went to @PalantirTech. While $SNOW helped in reaching initial data platform requirements with ease, $PLTR was needed to complex and large O&G workflows. Every SNOW customer willing to handle complex data case is $PLTR potential client.
15
21
217
My Q4 2022 $PLTR Earnings reaction. - Stock Shot up on the EPS beat, marking a clear line that market and wallstreet will reward company only on EPS beat and GAPP profitability, so kudos to PLTR team for that.
11
13
212
1st letter and then this interview - I am bullish on $PLTR earnings.
14
6
210
At the bottom and height of Max Fear, when $PLTR was under 10$, I saw the following.- A company with no debt .- A product that solves the highest stake problem with AI and Data.- I met couple of @PalantirTech employees and get to witness the company culture on customer centricity.
17
16
216
$PLTR reality is like this picture, we barely see the tip of the iceberg above the water
5
24
210
@MilkRoadDaily Chamath has 1st hand experience in this kind of dealing, having done, a few shady things himself in the SPAC mania and cheating investors who trusted him. Before that, he was regular on CNBC, since then well tough to find now. No surprise he dodged the bullets.
6
12
185
Looks like we bottomed in $PLTR, CRAMER INDICATOR has gone bearish, So I am going all BULLISH.
Hey Apes, listen up, Palantir was a bit of a shortfall. Have a nice day!.
12
10
187
$PLTR community after seeing a 30$ PT after almost like what is eternity
14
9
195
$PLTR, working on computer vision ML as per new employee post
5
14
183
Companies are realizing a hidden superpower with $PLTR now that they can do a lot more than typical digital transformation. They can build new products in no time for customers. They can ger new revenues and uplift in valuation. $PLTR should actively help clients to focus on it.
1
11
182
Dear FinTwit Community,. It has been an insane honor to learn from you all. More importantly, I met so many wonderful souls. Trying to start a new project/venture moving forward and taking an indefinite break from all social media platforms, barring venture/project-related post
46
3
180
Street guidance for $PLTR is 35% YoY. Let me CLEAR in my expectations that I am expecting 49%YoY and beat. One earning don't change my LT thesis but it raises a flag and increased monitoring from my side. I work in Big Data implementation in EN and seeing growth 1st hand.
6
13
180
$PLTR, What a roller coaster ride, it has been. To put in perspective, we ended the year 2023 below the highs reached in June 2023, after the massive rally in May and to date, that's the only one holding the bottom apart from the actual bottom, before it. so IMO, it is
16
17
181
In next 6 months, $SOFI will cross every analyst upside rating on its way to move up IMO, i know we get excited with ratings of 12$ and 14 $, but as i shared before that this time move will be 2x-3x+ from the recent lows over next few months and analyst ratings will be revised on.
$SOFI Double-digit weekly close for SoFi for the first time this year!. Sadly, no more "dark mode" for me this week.
13
11
184
$PLTR will support US Space Force & Air Force by providing its SW to the critical missions of the DAF, Space & Missile Systems Centerâs Cross-Mission Ground & Communications Enterprise & NORAD-NORTHCOM. This is a firm-fixed-price award totaling $32.5 mil.
8
22
178
$PLTR 49% YoY growth in Q1 and Q2 2021 is a strong indication that long-term revenue growth guidance of 4 billion$ by 2024 is sandbagged. Even with that guidance $PLTR should be 2x-4x from here and if they continue the trend, we may even see 6x-8x also. Big data is just starting.
7
23
176
$PLTR don't keep any data from customers, it stays always in the client environment, it's clear how data to be touched, who touches it, data doesn't migrate out of enterprise and security is unparalleled --> this is why it is trusted by most of western intelligence services.
3
19
177
@CNBC @chamath @chamath is right, the root cause is not @wallstreetbets but the club culture on wall street where individual and hedge funds can play with retail investors but cry loud if they end up in the soup due to excessive leverage and poor risk management. $GME $AMC.
2
8
156
$PLTR has officially announced its program for early-stage start-ups--> Foundry for Builders, to support growth. Foundry for Builders marks a continued expansion of its business beyond large organizations with complex data environments to younger companies.
4
24
169
What can i say, I told you GUYS!. $PLTR - ATH.$SNOW - reeling close to its ATL. its important for people to look beyond, market is irrational as there is more to this story. PLTR is 2.5x of $SNOW valuation and if the only answer you have is, it's cult and irrational market, you
16
19
173
Super proud of you, buddy!.
After Karpâs talk was over, within seconds he walked up to me, made all these fancy people wait in a line to talk to him, and said âThank you, I really appreciate you.â. I told him heâs running the most interesting company on planet earth and itâs been an honor to watch them
6
3
173
Pentagon believes its precognitive AI can predict events 'days in advance'. $PLTR is likely behind it IMO
14
24
163
$PLTR announced today that it was named as a 2021 Global AWS Partner Network (APN) Public Sector Partner Award winner for its Palantir platform in its work to combat COVID-19.
2
25
160
400 million$ quaterly revenue will be key milestone for $PLTR as for last 4 Q, their operating expense is ~400 million$ (give or take) i.e. the increase in revenue over the last 4 Q is achieved with no further increase in operating expense. It is remarkable.
4
15
162
Interesting to see todayâs if we see ARK invest effect on $PLTR trading today after Cathieâs gigantic addition yesterday on the back of superlative earnings. Havenât seen such a smooth earnings call in long time, it was a series of home runs.
8
17
156
Have 2 minutes of silence for people with 190 millions of SHORT shares on $SOFI. With this momentum, almost certain earnings beat and rate cut optimismâs, the chances of a them pulverising in SHORT Squeeze have never been higher
11
11
167
Looking forward to Q3'2021 earnings for $PLTR. If it's 49%YoY or lower, I will be extremely disappointed. Time to see the effect of flywheel and new initiatives introduced earlier this year as well as efforts from expanded sales teams. I will not be satisfied for Q3 below 60% YoY.
21
10
154
Very well deserved. After refusal to invite TSLA to the White House EV event, plan to penalise for non-union cars at the name of climate, and complete silence on the historic achievement where 4 ordinary citizens travel and orbited earth - right response from him.
Elon Musk mocks President Biden after SpaceX completes first all-civilian mission
3
9
156
The way $PLTR acted on a day like today. Looks like someone knows something about upcoming announcement đ
11
14
161
If the world is left to people like James Vincent and publishers like The Verge, we are all set for another dark age. In their mind, nothing new works and any effort to make life better is futile, and please don't even try to push boundaries.
14
14
162
$PLTR annual shareholder meeting is the next key event, scheduled on June 8, 2021
5
27
159
Cramer's lightning round: Palantir is a 'very good company' and a buy. Another flip flop by âŠ@jimcramerâ© on $PLTR
19
16
152
I am of the opinion that in the next 8-12 months, the move in $SOFI is going to be similar to what happened in $PLTR and $HOOD. while we can jump 20-40% jump from the bottom, the overall move will be insane, and temptations will be huge. let's see.
10
9
157
The recent interview illustrates that how deep Alex thinks about and care about stock price of $PLTR. He is invested in team and culture of @PalantirTech and SBC is a key component of $PLTR employees compensation.
4
20
152
Palantir Announces Live Stream of its First AIPCon, with AI Demos & Announcements from 25+ Customers. âŠ@PalantirTechâ©
8
18
152
One Fact that everyone misses while comparing $SNOW and $PLTR on wall street is the size of deals and ask a basic question Why. - Why with ~6000 customers, $SNOW despite its growth is still behind $PLTR whose customer count is not yet 500 on quarterly revenue.
9
6
155
What @SpaceX and @PalantirTech have done to bring definitive edge to front line soldier in Ukraine is 100x better than rest of the virtue signalling Silicon Valley and Wall Street.
6
15
156
I will post my comments after i finish listening to the $PLTR call.
10
3
149
I believe, I am going to get a lot of heat today on my $PLTR summary after call, but I need to be fair in what I think of numbers - In short, GOOD but not GREAT. We all know that technology is cutting edge with no match, its the question of executing sales and BD strategy now.
25
5
152
$PLTR breaking the upper bound of the last 18 months of the well-established upper trend while approaching ATH. With more and more contract news coming every day, the momentum is still strong. IMO, it should test ATH very soon and for while there will be price discovery phase as
8
21
157
$PLTR and Lockheed Martin are announcing a collaboration focused on delivering modern software to support today's and tomorrow's Navy combat systems by leveraging Lockheed Martin's deep technical experience and Palantir's Apollo platform.
10
16
152
$SOFI made new 52 weeks high and closed above it, on a challenging day like this, probably nothing.
9
6
157
My views on $PLTR impact investing (Roviant, Wejo, Lilium, Argos etc.).- Investments are equity based in exchange of kind services and/or cash.- These are novel upcoming industries/applications.- Yet to see $PLTR valuation model that accounts for equity gains and revenues from it.
8
27
149
Time to close shop for 2023, to be fair, no skill was needed for this, only some guts to stick with key convictions. 2024 will be strict test, despite all the bullish narrative, repeating something like this is an elusive search
23
3
155
