Futurum's Shay Boloor believes Palantir (PLTR) remains strong after its post-earnings selling action. He points to the company's commercial revenue growth showing a massive runway ahead. Shay sees a $1 trillion market cap sooner than some investors think, though valuations will have to cool first. Joe Castiglie adds that Palantir has "unique tailwinds" that separate it from A.I. peers.