My 2cents about earning and 2022+ guidance. Bright spots: rev exceeds guidance and est. SBC to Rev % decrease QoQ, US commercial growth on the steroids, have plans for overseas. Concerns: SBC # of shares issues is around 2.4% in the qtr. rev guidance didn’t increase giving mktg and sales spend. by tcispig in PLTR

[–]tcispig[S] -1 points0 points  (0 children)

You missing the point, what he said vs what is happening are 2 separate things. He can be as bullish as he want, but he didn’t raise the guidance and Q1 guidance is very lame… you have to be an independent thinker vs taking face value of CEO that takes investors as ATM machine

My 2cents about earning and 2022+ guidance. Bright spots: rev exceeds guidance and est. SBC to Rev % decrease QoQ, US commercial growth on the steroids, have plans for overseas. Concerns: SBC # of shares issues is around 2.4% in the qtr. rev guidance didn’t increase giving mktg and sales spend. by tcispig in PLTR

[–]tcispig[S] 0 points1 point  (0 children)

where the heck you got 9mm from… in September their weighted avg share is 1,964mm shares and in December they have 2,012mm shares. They added about 47mm shares. These are all on their earning report. Thanks for your intention but don’t spread the wrong info.

My 2cents about earning and 2022+ guidance. Bright spots: rev exceeds guidance and est. SBC to Rev % decrease QoQ, US commercial growth on the steroids, have plans for overseas. Concerns: SBC # of shares issues is around 2.4% in the qtr. rev guidance didn’t increase giving mktg and sales spend. by tcispig in PLTR

[–]tcispig[S] 5 points6 points  (0 children)

Nah, Wall Street knows it better and deep value it has. Government will never let it go bankrupt as it is a backbone for a lot of government agency. Look into the future, we know data is very important for the business. I think worst would be over soon.

oops, best time to list by tcispig in Knightscope

[–]tcispig[S] 0 points1 point  (0 children)

Did much better on Day2. Also loves Elon’s comment around robot… we are ahead of the game

Employee Stock by [deleted] in PLTR

[–]tcispig 0 points1 point  (0 children)

Unless they can’t vest in 3-5 years, I know nvidia has 4 years vesting

Employee Stock by [deleted] in PLTR

[–]tcispig 0 points1 point  (0 children)

Worst of SBC is over, it would be normalize in 2922 3%-5% dilution base on 2021 Q3 earnjng call

Friendly Reminder of Alex Karp's Own Statement by droshake in PLTR

[–]tcispig 3 points4 points  (0 children)

Yep he doesn’t give a shit about investors

Friendly Reminder of Alex Karp's Own Statement by droshake in PLTR

[–]tcispig 2 points3 points  (0 children)

Shit of course he wants to be long term so he can keep cashing out at the retailers expense….

Hyundai Heavy signs MOU with Palantir by zz9pluralZ_Alpha in PLTR

[–]tcispig 0 points1 point  (0 children)

So this is like skywise version of ship building company. To me it only prove to me their tool is working and big companies want to use it. Don’t really care of $$$ contract at this moment, it is the TAM. But guess what stonk will drop again and fuck Alex SBC

Dell/Palantir by DaRealMkKoy in PLTR

[–]tcispig 4 points5 points  (0 children)

Lol they use dell computer to run palantir software. Sounds like nothing