$Palantir Tech(PLTR.US)First take: The Q2 results were impressive with almost no flaws. Although Bloomberg's consensus expectations did not reflect the current market's true positive sentiment, Palantir provided solid answers to several key metrics regarding growth concerns.

(1) Revenue not only exceeded expectations for the quarter (mainly from government revenue) but, more importantly, significantly raised the full-year growth guidance (government + commercial), with the revised guidance still higher than market expectations.

(2) Forward-looking indicators (commercial revenue) showed strong growth momentum and acceleration.

Through "raising growth guidance" and "accelerating forward-looking indicators," Palantir—whose valuation has long been tied to the AI narrative—delivered a strong rebuttal to Wall Street institutions questioning its growth.

(3) On profitability, driven by revenue growth and improved operational efficiency, the results far exceeded market expectations.