Paler, an AI software company, had an impressive earnings call, exceeding expectations across various metrics. Key takeaways include significant US commercial revenue growth (54%), US government revenue growth (40%), and a substantial increase in customer count (77%). The company's net dollar retention rate (118%) indicates strong customer loyalty and increasing spending. Operating margins also showed impressive gains. The analysis suggests Paler is well-positioned to benefit from the growth of the AI market, potentially surpassing competitors like Nvidia. The author advocates for further investment despite the stock's price increase, suggesting continued growth potential. A discounted cash flow (DCF) model suggests the stock is currently trading at fair value, but cautions that models rely on assumptions. The overall sentiment is positive and bullish on Paler's future prospects.