🚨TODAY: Palantir PLTR reports Q2 earnings after the market close, with expectations extremely high: Revenue: $1.81B, +81% YoY Adjusted EPS: $0.34–$0.35 US commercial rev: $716M, +134% US government rev: $731M, +72% PLTR is trading above $127 in premarket, up 3%. But the stock is still down around 31% this year. That tells you how high the bar has become. 🟢 BULLISH: Palantir needs a clear revenue beat, margins near 60%, and another major guidance raise. That would show its AI growth is still accelerating and could lift the wider AI software sector. 🔴 BEARISH: Slower commercial growth, weaker margins, or cautious guidance could signal that growth is starting to cool. At Palantir’s valuation, that could trigger another sharp sell-off. Last quarter, Palantir beat expectations and raised guidance, yet the stock still fell ~7% the next day. For Palantir, beating estimates is no longer enough. It has to crush them.(Coin Bureau)