The video discusses Palantir's Q2 earnings, noting sales of $1.0 billion against an estimate of $939 million and significant EPS beat. US commercial revenue increased by 93% year-over-year, with customer count up 43%. Q3 outlook forecasts $936 million in sales and $495 million operating profit. The presenter highlights that FY25 sales are expected to be $4.14 billion. Alex Karp's statement about 10x US commercial revenue over the next 5 years is emphasized. The analysis also covers its first billion-dollar revenue quarter, with US revenue up almost 70%, US commercial up 93%, and government up 53%. The rule of 40 score is 94, with expectations of 7,000 clients by 2030 and 30,000 clients by 2035 and a price target of $500 over the next 5 years. Long-term value investors are advised to Dollar Cost Average but the risk is high, so the presenter recommends de-risking at 10,20,30% .The revenue has gone to $1B after being under $300 million since 2020 and there is high level of institutional investors now.