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Sachin Sharma Profile
Sachin Sharma

@sachinvats

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Private Investor | Senior Strategy Consultant with a focus on Energy & Digital (No Financial Advice | Do your own DD | Don't fall for SCAMs)

MULTIVERSE
Joined March 2010
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@sachinvats
Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
2 years
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.
@POTUS
President Biden
3 years
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.
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Sachin Sharma
6 months
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
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@sachinvats
Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
4 months
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. πŸ™
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Sachin Sharma
3 years
β€œMargins in auto business are like 6-8%, it’s been like that for decades, @Tesla can’t be valued like a company with 25% margins, it’s preposterous, only sane thing to do is SHORT” Tesla margins now 30% plus
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@sachinvats
Sachin Sharma
2 years
With $PLTR investors community - beer time
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@sachinvats
Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
2 years
Get to visit ⁦ @PalantirTech ⁩ office in London today, Vibrant culture and plenty of references to LOTR
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@sachinvats
Sachin Sharma
3 years
$PLTR is not an easy stock to own so take a hard look if you are an investor. It's the reality that at this time despite good news there is no clear sign, what will break the ceiling of 29-30$. The numbers are consistently improving both for top and bottom line, I am LONG
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@sachinvats
Sachin Sharma
3 years
$PLTR earnings are the most sought after event for me this week.
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@sachinvats
Sachin Sharma
3 years
$PLTR institutional ownership is now at 31.64% and based on quarterly transactions, Institutions are in buying only mode
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@sachinvats
Sachin Sharma
1 year
Alex Karp on Bloomberg today @PalantirTech $PLTR
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@sachinvats
Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
3 years
While a German automaker going to unprecedented lengths to learn from @Tesla , US government and Detroit acts as it doesn’t exist
@alex_avoigt
Alex
3 years
That's incredible! πŸ‘€ 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
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@sachinvats
Sachin Sharma
2 years
$PLTR over $ROKU any time of day and life
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@sachinvats
Sachin Sharma
2 years
$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
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@sachinvats
Sachin Sharma
3 years
Finally started working on $PLTR vs $SNOW, will target to publish it by Sunday night.
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Sachin Sharma
3 years
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....
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@sachinvats
Sachin Sharma
1 year
Congratulations to $PLTR investors
@arny_trezzi
Arny Trezzi
1 year
β€œ $PLTR is not a real company. I think that Palantir is a series of press releases” - @jimcramer Guys… πŸ‘€
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Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
2 years
Strong warning and not recommended to anyone: I am going all in 100% YOLO in PLTR No financial advice either
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@sachinvats
Sachin Sharma
2 years
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
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Sachin Sharma
3 years
$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
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Sachin Sharma
6 months
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
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Sachin Sharma
3 years
My instinct is that some big news is around the corner for $PLTR. Someone knows something, the strength is unusual, it’s holding above levels that even failed to be breached during best of numbers and news Can we test 29$ today?
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@sachinvats
Sachin Sharma
9 months
πŸ“ˆπŸš€ #Palantir Q3 Earnings Thread 🧡 1/ πŸŽ‰ Q3 Highlights: $72M GAAP net income, 13% margin πŸ’° 4th straight quarter of profit! πŸ“Š Revenue up 17% to $558M πŸ“ˆ Commercial revenue +23% 🏒 Gov revenue +12% πŸ›οΈ Customer count up 34%! πŸ“ˆ
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@sachinvats
Sachin Sharma
3 years
Our growth is limited to only the customers' ambition for growth - $PLTR Q2 2021 earnings call
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Sachin Sharma
3 years
I think we should test 30$ soon 🀞 $PLTR
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Sachin Sharma
2 years
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
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@sachinvats
Sachin Sharma
2 years
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
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Sachin Sharma
2 years
Companies I like for 5-10 yr horizon Defensive - $MSFT - $GOOG - $AAPL - $NVDA - $U Growth - $PLTR - $DDOG - $RBLX Alternate - $TSLA - $CDLR - $ATAI - $ABCL - $CMPS
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Sachin Sharma
3 years
$TSLA. Safety score based insurance premiums are a pivotal moment in history. It’s start of the disruption of the traditional insurance industry and if you don’t have an individual insurance policy options in next few yrs, you will soon cease to exist
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@sachinvats
Sachin Sharma
2 years
Palantir Reports Revenue Growth of 41% for FY 2021, US Commercial Revenue up 102% Y/Y in FY 2021
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Sachin Sharma
7 months
After listening to the logic of Jefferies Analyst on $PLTR downgrade and his performance record on @TipRanks , My personal view is that he was asked to create FUD to create an artificial dip before the Q4 2023 and YE earnings, which are expected to be stellar, #AIP engagement and
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@sachinvats
Sachin Sharma
3 years
$PLTR was awarded a $48,500,000 contract for a Data-as-a-Service Platform. This effort will provide the government with a term software licenses, cloud hosting, enablement services, support and training for each platform solution
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@sachinvats
Sachin Sharma
2 years
Goldman Sachs advising Twitter if 54.20$ is low In the meantime, Goldman Sachs has SELL rating with 30$ PT on Twitter
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@sachinvats
Sachin Sharma
2 years
My objective is to double my PLTR position by end of 2022
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@sachinvats
Sachin Sharma
2 years
@KrisPatel99 This is the most bullish sign for PLTR in last few months
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Sachin Sharma
3 months
I tweet less and less about @PalantirTech because the story for a long term generational company is clearer day by day $PLTR
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Sachin Sharma
7 months
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
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@sachinvats
Sachin Sharma
3 years
@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
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@sachinvats
Sachin Sharma
6 months
Congratulations to all $PLTR investors
@StockMarketNerd
Brad Freeman
6 months
$PLTR Earnings Snapshot:
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@sachinvats
Sachin Sharma
2 years
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 it’s not easy to time as the bounce will be huge if they hit the bulls eye I’m LONG
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Sachin Sharma
2 years
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
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Sachin Sharma
1 year
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
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@sachinvats
Sachin Sharma
2 years
1st letter and then this interview - I am bullish on $PLTR earnings
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@sachinvats
Sachin Sharma
3 years
$PLTR reality is like this picture, we barely see the tip of the iceberg above the water
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@sachinvats
Sachin Sharma
2 years
@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
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@sachinvats
Sachin Sharma
2 years
Looks like we bottomed in $PLTR, CRAMER INDICATOR has gone bearish, So I am going all BULLISH
@jimcramer
Jim Cramer
2 years
Hey Apes, listen up, Palantir was a bit of a shortfall... Have a nice day!
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@sachinvats
Sachin Sharma
6 months
$PLTR community after seeing a 30$ PT after almost like what is eternity
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@sachinvats
Sachin Sharma
2 years
$PLTR, working on computer vision ML as per new employee post
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Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
1 year
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
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Sachin Sharma
7 months
$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
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Sachin Sharma
3 years
$PLTR will support US Space Force & Air Force by providing its SW to the critical missions of the DAF, Space & Missile Systems Center’s Cross-Mission Ground & Communications Enterprise & NORAD-NORTHCOM. This is a firm-fixed-price award totaling $32.5 mil.
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@sachinvats
Sachin Sharma
3 years
$PLTR 49% YoY growth in Q1 and Q2 2021 is a strong indication that long-term revenue growth guidance of 4 billion$ 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
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Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
3 years
I started looking for @SpaceX in Jan 2020, and got confirmed allocation in May-June 2020, Everyone around me warned me that it's risky and don't invest with @elonmusk , I thought the safest investment for retirement then. 15 months forward it's valuation is up ~3x in secondaries
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Sachin Sharma
1 year
Diamond balls for $PLTR longterm investors
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Sachin Sharma
2 years
$TWTR stake of @elonmusk is not an investment, it's an activist move --> expect changes or more board room battles and Elon will not shy from increasing his stake, he is not a guy who nacks down, this could trigger a whole retail frenzy in the @twitter stock
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@sachinvats
Sachin Sharma
4 years
@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
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Sachin Sharma
3 years
@elonmusk Same should be valid for key positions where people are sitting for 30+ yrs
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@sachinvats
Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
3 months
Super proud of you, buddy!
@amitisinvesting
amit
3 months
After Karp’s 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 β€œThank you, I really appreciate you.” I told him he’s running the most interesting company on planet earth and it’s been an honor to watch them
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Sachin Sharma
3 years
$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
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@sachinvats
Sachin Sharma
3 years
737,283 more shares of $PLTR to @ARKInvest
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Sachin Sharma
3 years
400 million$ 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
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@sachinvats
Sachin Sharma
3 years
Interesting to see today’s if we see ARK invest effect on $PLTR trading today after Cathie’s gigantic addition yesterday on the back of superlative earnings. Haven’t seen such a smooth earnings call in long time, it was a series of home runs
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@sachinvats
Sachin Sharma
15 days
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 optimism’s, the chances of a them pulverising in SHORT Squeeze have never been higher
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@sachinvats
Sachin Sharma
10 months
The way $PLTR acted on a day like today. Looks like someone knows something about upcoming announcement πŸ‘€
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@sachinvats
Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
3 years
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
@CNBC
CNBC
3 years
Elon Musk mocks President Biden after SpaceX completes first all-civilian mission
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@sachinvats
Sachin Sharma
3 years
$PLTR annual shareholder meeting is the next key event, scheduled on June 8, 2021
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@sachinvats
Sachin Sharma
3 years
Increase position around 24.2 $ for $PLTR
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@sachinvats
Sachin Sharma
1 year
Palantir Announces Live Stream of its First AIPCon, with AI Demos & Announcements from 25+ Customers ⁦ @PalantirTech ⁩
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@sachinvats
Sachin Sharma
3 years
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.
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Sachin Sharma
2 years
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
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Sachin Sharma
2 years
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
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@sachinvats
Sachin Sharma
6 months
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@sachinvats
Sachin Sharma
3 years
I will post my comments after i finish listening to the $PLTR call
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@sachinvats
Sachin Sharma
3 years
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
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Sachin Sharma
2 years
$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.
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Sachin Sharma
7 months
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
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Sachin Sharma
3 years
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
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@sachinvats
Sachin Sharma
6 months
Back to in-person strategy consulting mode for few days
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Sachin Sharma
1 year
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Sachin Sharma
1 year
$PLTR pushing new highs every week is strange times to live after last 2 yrs
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Sachin Sharma
2 years
Analysts still worry about the $TSLA ability to scale never had any issues giving $LCID and $RIVN far higher multiples Ideally good companies, yet to prove scaling prowess and with no claim to leadership should be given multiples far lower to industry leader
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Sachin Sharma
3 years
DataRobot and Palantir Technologies are powering the future of intelligent #retail - National Retail Federation Big Show in NYC! #demandforecasting #supplychain #ai
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Sachin Sharma
3 years
While $PLTR investors keep discussing about the how good or bad the tech is, $PLTR naysayers are scared to the core about how strong the tech is. I will always side with company that on critical days sided have drawn a meaningful line to defend democracy and it’s institutions
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Sachin Sharma
2 years
As promised $SNOW and $PLTR earnings are released for the YE 2021 and now I will do the next iteration of Snowflake VS Palantir, which will be dropping early next week
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@sachinvats
Sachin Sharma
2 years
Biden saying T-word has made my day! $TSLA
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Sachin Sharma
3 years
Palantir Announces Date of Second Quarter 2021 Earnings Release and Conference Call today for Q2’21 results on Thursday, August 12, 2021, prior to the open of U.S. markets. $PLTR will host a conference call to discuss its results at 8:00 AM ET.
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