Palantir Technologies (PLTR) has Q2 earnings tomorrow, with the author expecting 40%+ adjusted operating margins and 40%+ top-line revenue growth. A revenue beat closer to $970M would imply 43-44% growth, while a $1B quarter, though more likely in Q3, would significantly boost sentiment. The author believes PLTR is a pure-play AI name with strong growth potential and high margins, poised to continue its market capture.