Palantir's (PLTR) earnings beat had plenty of metrics to brag about when you look under the headline beat. One of the most notable: 137% year-over-year commercial revenue growth. Tony Zipparro likes the print but nots other factors he hopes to hear from the earnings call to cement the after-hours rally. His main concern is the software trade as a whole being "on ice," with any weakness in the trade poised to affect Palantir even more.