PLTR perfect bounce on the 1M cloud Clear blue sky next week Probability for $260 just increased significantly Palantir just posted 93% revenue growth to $1.94 billion, and the rate is still accelerating, from 48% a year ago to 85% in the first quarter to 93% in the second. U.S. commercial revenue grew 149% to $764 million, and management raised the full year target to more than $3.42 billion, at least 134% growth, so the next leg is private enterprise, not only government. The backlog is already signed: U.S. commercial remaining deal value hit $6.2 billion, up 124%, and the quarter closed 220 deals of at least $1 million, including 73 above $10 million. Profit is scaling with the sales, with a 47% GAAP operating margin, $1.06 billion in net income, and a Rule of 40 score of 155. Full year guidance is now $8.15 billion, about 82% growth, after two raises this year, and AIP is the layer companies use when they want the model inside their own data instead of rented from a single lab.