The analyst is talking about the impending Palantir quarterly earnings on August 4. He recommends against making rash decisions based on initial market reactions. He suggests that new and existing investors may be compelled to make bad decision due to the stock's 540% profit growth and 105% year to date growth. He points out that PLTR came into its quarterly earning at a perfect price and after that prices dropped. The analyst states the average forecast is 940 million revenue dollars and an EPS of 0.14 versus 0.9 last quarter which represents an increase of 50%. The speaker's strategy includes monitoring revenue growth, with expectations that commercial growth in the US hits at least 70% and monitoring deals. Lastly, he wants milestones for AI integration and government spending.