$PLTR One of the "bearish" parts of the earnings for Palantir was the lack of Q/Q growth in RPO. While we may see some slowdown from the nearly 100% growth they are putting up, it's not as significant as the RPO #'s might indicate. Per Glazer, "As a reminder, RPO is primarily comprised of our commercial business, as it does not take into account contracts with an initial term of less than 12 months and contractual obligations that fall beyond termination for convenience clauses, both of which are common in most of our government business." Palantir noted that they signed multiple 8-figure deals that were shorter than typical, and are likely to expand in terms of duration and monetization. This is worth keeping an eye on for sure, but I believe it explains the sequential weakness for the RPO figures.