المنشور

#BigTechEarningsWatch Palantir opened earnings week with a 93% growth print, raised guidance, popped 12%. Guidance is the ticket — beat without it and you get sold 📈 AMD after Aug 4 close: consensus $11.3B revenue, +47% YoY. Margins and AI chip demand are the real read. If AMD's AI numbers hold up, it puts more pressure on the "AI demand is fading" narrative 👀 SpaceX drops its first ever public-company earnings the same day. Aug 6 lockup of up to 911.5M shares right after — sell pressure and Starlink margin quality both under the microscope simultaneously 🚀 Circle pre-market Aug 5: consensus ~$714M, directly tied to USDC supply dynamics and rate sensitivity as reserves slip to $72.06B. Stablecoin economics are the story here 💵 Three very different companies, all reporting in a 48-hour window. Palantir already showed the market rewards #EarningsRealityCheck #SpaceXBeatEstimates #AMDBeatsButDrops