What if I told you Palantir's stock could drop 40% after their November earnings? Yes, despite being up 160% this year, several prominent analysts are predicting a massive selloff. But here's what they're missing...

While everyone's focused on their AI capabilities, the real story is in their commercial revenue segment. They've grown from just 14 clients in 2020 to 295 today - that's a staggering 2000% increase.

But here's the fascinating part: their customer growth is actually slowing down from 22% to 13% quarterly, while their US commercial revenue is up 55% year over year, with deal values surging 103%. This means they're landing fewer but much bigger clients. Think of it like selling fewer houses but at double the price.

Trading at 104 times forward earnings, Palantir's valuation is sky-high even for a tech company. The upcoming Q3 earnings on November 4th could be a make-or-break moment for the stock.

The key number to watch? 330+ commercial customers. Anything below could trigger that selloff analysts are warning about. Anything above could send the stock soaring.

Click on the link below and check out the full video for my detailed analysis of what's really happening behind the scenes at Palantir.

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