Unicorns and Cockroaches - Blessed FraudWhen I brought up depreciation accounting and the funny numbersAlso Alex Karp flunks 13F 101 $PLTRhttps://t.co/Pm07vgVaZy https://t.co/qC17h7LCq6 ...

Foundations: My 1999https://t.co/5SHz7aTwQo https://t.co/m148FvIHnc ...

From the topCardinal Sign of a Top: Supply-Side Gluttonyhttps://t.co/X4orfSSxHr https://t.co/Q2lH1LkJ7C ...

There are a million of you. The only way to read what I wrote is to subscribe. If you subscribed, you could take it up in the much more civil forum very easily. Instead, you say you read what I wrote and then throw up arguments that have nothing to do with what I said. Same with $GME - you did not read it, or you would not make the same data-free, source-free diarrhea of the mouth rant that you did with $PLTR.amit (@amitisinvesting):@michaeljburry you didn’t respond to anything I said other than calling it ...

This is so funny. “I read the report, really I did, now let me show you that I did not read the report with my meaningless rant.” $GME $PLTRamit (@amitisinvesting):$PLTRHad a few days to read through everything Burry has put out on Palantir.First, I agree with everything Arny laid out below and it is a must-read around the worst takes of his 10,000 word article. I'd like to add the following thoughts:1. This feels like a complete and ...

Check out these two charts. This is a tomahawk dunk, a killshot.Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form 20 to 67 days. Q4 though is the seasonal low, and seasonal lows have been rising - 20 → 44 → 40 → 46 → 55 → 63 → 67 days. Today’s “best” quarter (67 days) is worse than the peak quarters of 2020–2021. The floor keeps rising. Government customers pay slower, but mix is far more commercial now. Larger deals are longer cycles, but Adobe does big deals and its DSO has ...

Uh, I am trying.MAGA Voice (@MAGAVoice):BREAKING 🚨Sec Scott Bessent stuns America by encouraging whistle blowers to expose fraud. They will receive 10-30% of the finesTHIS IS A MASSIVE WIN 🔥 https://t.co/SJ4EnU2Urr ...

If you are invested in Palantir or thinking you should be, or even want to understand AI better, you owe it to yourself to see what is being discussed in the best, highest signal:noise $PLTR chat discussion on planet earth. @cnbc @wsj @barrons @bloomberghttps://t.co/cb6nUMjWI7 https://t.co/PyoFxgjzEV ...

Palantir’s New Clothes: Foundry, AIP, & the Failure of Reasonhttps://t.co/QrGMHq5DAq ...

Stupid is not reading what I wrote and responding to it.Jawwwn (@jawwwn_):.@chamath on @michaeljburry:“The Palantir short is stupid. I think those people will lose money.”“Palantir is both unique and well-run. And there’s no clear alternative.”“They are the only competitor for what they offer…”“I’m not long nor short. I was long in the private https://t.co/fkcNwefHOe ...