Well, I have to admit that this Q3 earning is not stellar, from any point of view, it is mediocre. The Q4 guidance of $418M is not sexy at all, albeit a little bit better than Q3, I think they can deliver $425M for Q4. However, the Q3 earnings and the Q4 guidance did confirm PLTR's long term development trajectory, it is well aligned with the management busyness development plan. The consequence is this ER sharply dampened the stock uptrend momentum in the past weeks, and traders expecting for extra size short term gains will move out with deep disappointment. Fundamentals of PLTR stay the same, even strengthened a little bit due to the significant growth from the commercial business. Stocks will trade sideways for the coming months, it is a good time for big boys to buy with leisure. Longs should be finger crossed and be patient waiting for the next quarter report.
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