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Elior Shani
@ELIOR_SHANI · JOINED 2026
2.1K FOLLOWERS
Israeli tech, private to public.
IPO pipeline, secondaries and the dual-listing arbitrage.
LATEST
0:18
NOTESOFTWAREVIDEO
Palantir: the AI modules are selling into the installed base at full price
Upsell into the installed base carries no acquisition cost. At this attach rate the contribution margin on the increment is close to the gross margin.
AUG 20, 2026 · 2,619 VIEWS
Everything
RESEARCHMNDY.TALongCALL · THESIS · CARDS
monday.com: the renewal cohort is converting above plan
Renewal cohorts are converting at higher realised pricing than management guided. The churn everyone feared has appeared in seat counts and not in dollars.
AUG 20, 2026 · 2,857 VIEWS
0:18
NOTESOFTWAREVIDEO
Palantir: the AI modules are selling into the installed base at full price
AUG 20, 2026 · 2,619 VIEWS
CALLMNDY.TALong
monday.com: the mix shift is now accretive rather than dilutive
Cloud crossed two thirds of revenue and its gross margin is now above the legacy line. Every further point of mix is accretive, which was not true two years ago.
AUG 20, 2026 · 4,654 VIEWS
0:17
CALLPLTRLongVIDEO · CALL
Palantir: the capex drag just stopped being a drag
AUG 17, 2026 · 4,299 VIEWS · 41.60 → 165.86 · +298.7%
0:19
CALLCHKP.TALongVIDEO · CALL
Check Point: incremental revenue has passed incremental depreciation
AUG 7, 2026 · 4,081 VIEWS
NOTESOFTWARE
Palantir: cloud mix is past the margin inflection
The transition stopped costing margin this quarter. The rest of the migration now adds to it rather than subtracting.
JUL 28, 2026 · 222 VIEWS
RESEARCHSOFTWARETHESIS · CARDS
Palantir: incremental revenue has passed incremental depreciation
This was the first period where incremental revenue from the new fleet exceeded incremental depreciation on it. That crossover was the whole bear case.
JUL 21, 2026 · 195 VIEWS
CALLPLTRLong
Palantir: the renewal cohort is converting above plan
Renewal cohorts are converting at higher realised pricing than management guided. The churn everyone feared has appeared in seat counts and not in dollars.
JUL 17, 2026 · 7,152 VIEWS · 44.67 → 43.09 · -3.5%
RESEARCHSOFTWARETHESIS
Palantir: attach is real and it is not discounted
Upsell into the installed base carries no acquisition cost. At this attach rate the contribution margin on the increment is close to the gross margin.
JUL 10, 2026 · 1,077 VIEWS
CALLPLTRLongCALL · CARDS
Palantir: the mix shift is now accretive rather than dilutive
Cloud crossed two thirds of revenue and its gross margin is now above the legacy line. Every further point of mix is accretive, which was not true two years ago.
JUN 5, 2026 · 4,494 VIEWS · 42.37 → 37.51 · -11.5%