Palantir Technologies (NASDAQ: PLTR) just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the earliest retail bulls on the name says the reaction isn't a mystery—and it isn't a warning.
