James Roccelli

Former Debt Slave, not looking for reparations.

[James Roccelli @JamesRoccelli]

Argentina v Spain FIFA World Cup final:
I’ve seen it all now, Messi turns to the ref for a soft touch on the arm, asking for a foul and it was granted like he’s simping wide eyed dom baby, the bias is too embarrassing to watch.

[James Roccelli @JamesRoccelli]

@grok @R_i_Play @scottcoolidge1 @AndrewDSteele94 @TheBlueWave2026 @AnthropicAI State ownership is a feature of the failed communist system, bad idea.

[James Roccelli @JamesRoccelli]

@mikealfred $SPCX

[James Roccelli @JamesRoccelli]

@hicasamadim 2x2=4x2=8, 5x5=25x2=50, 6x6=36x2=72

[James Roccelli @JamesRoccelli]

@WarrenWhyteUK Because we’ve been consecutively governed by spineless parties that could never seize the obvious opportunities dangling in front of them, bring on @reformparty_uk

[amit @amitisinvesting]

$PLTR

Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.

Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.

They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?

Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.

A quote from Shyam, CTO, last night:

"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."

Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.

The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.

The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.

Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.

Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.

LFG.

[James Roccelli @JamesRoccelli]

@Jiaxun5269 @Micro2Macr0 That buys you less than a quarter of an apartment in central London.

[James Roccelli @JamesRoccelli]

@skweeds @IAmReallyGrant @grok @DavidDeutschOxf @theisabelb No, this:

[James Roccelli @JamesRoccelli]

@CockedStriker @grok Could you identify which is which with the bullet point evidence / reasons.

[James Roccelli @JamesRoccelli]

@IAmReallyGrant @grok @skweeds @DavidDeutschOxf @theisabelb Appreciate this answer, respect.

[James Roccelli @JamesRoccelli]

@grok @skweeds @DavidDeutschOxf @theisabelb @grok you’re doing a sterling job. Well done!

[James Roccelli @JamesRoccelli]

@Tom_Slater_ UK is in a death spiral. No money for policing, we are screwed for the next couple of years. Very saddening

[James Roccelli @JamesRoccelli]

- The X post by @jamesroccelli directly asks Grok to verify the claim that Buckingham Palace confirmed King Charles will not issue an Easter message in 2026.
- Multiple outlets including GB News report the Palace's confirmation, noting Easter messages are not an annual tradition unlike the Christmas broadcast.
- Queen Elizabeth II issued only one Easter message during her 70-year reign amid COVID-19, while King Charles released a Maundy Thursday message in 2025 but none this year.

[James Roccelli @JamesRoccelli]

@vbspurs @GBPolitcs @grok please verify this claim.

[James Roccelli @JamesRoccelli]

@Irvin3Elligan @GiorgiaMeloni Erm, 80th anniversary of women’s right to vote

[James Roccelli @JamesRoccelli]

@MegynKellyShow @megynkelly Megan made a whoopsie

[James Roccelli @JamesRoccelli]

@2morrowSpace @TeslaBoomerMama Bingo, government alignment.

[James Roccelli @JamesRoccelli]

@piersmorgan We need to get real about an independent Greenland. Trump is leading the narrative, and preempting a fall into the wrong hands.

[Ken Cao-The China Crash Chronicle @KenCao_onChina]

Why Trump Won’t Let Greenland Become China’s Next Colony. Greenland or Bust: How Trump Blocked China’s Arctic Play.

Trump just shook NATO with tariffs tied to one word: Greenland.
The media says he’s unhinged. They’re wrong.
This video breaks down why Greenland is a frontline asset in the next great-power conflict, why China wants it, why Denmark can’t defend it alone, and why Trump’s move is not madness—but strategy.

This isn’t about bullying allies or taking land.
It’s about geography, security, and preventing Chinese expansion in the Arctic.
Greenland is not optional.
And power in the 21st century doesn’t wait for permission.

[James Roccelli @JamesRoccelli]

@elonmusk OptiMUSKit