Palantir exceeded high expectations with growth accelerating from 60% to 70%+, which is remarkable compared to other software companies growing 20-30% and decelerating.

Absolutely. Palantir has unique combination: absolute ownership of customer data, army of forward-deployed engineers, direct CEO relationships, strong mission. They actually solve AI implementation problems where others haven't.

Commercial business growing much faster than government (which grew 66%). Within few quarters, commercial will be bigger than government.

Rule of 40 balances revenue growth and profitability. Palantir growing faster than any software company at higher margin than any maker - more profitable than Microsoft, Adobe, Oracle, Salesforce while growing 3-4x faster.

We think it'll continue - expected 20%, then 30%, then 40%, then 50%, then 60%, now 70%. May be higher next quarter. Customer acquisition becomes no-brainer when results are delivered.

Risk exists due to ideological alignment with current administration's defense of Western civilization mission. Different president in 3 years with different ideology could pose risk.

We see it as Elon Inc. - unified principles/goals. Capital demands substantial for AI data centers. SpaceX best positioned to raise capital now. End game is one Elon Inc., merging into Tesla eventually.

Yes. SpaceX most valuable property - nobody does what they do for decades. Tesla stock well-priced considering car business declining, focus on self-driving and robots.