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Dr.Toxicđ©
#BigTechEarningsWatch Palantir opened earnings week with a 93% growth print, raised guidance, popped 12%. Guidance is the ticket â beat without it and you get sold đ
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 đ
SpaceX drops its first ever public-company earnings the same day. Aug 6 lockup of up to 911.5M shares right after â sell pressure and Starlink margin quality both under the microscope simultaneously đ
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 đ”
Three very different companies, all reporting in a 48-hour window. Palantir already showed the market rewards guidance over revenue đ€
AMD, SpaceX, Circle â which one has the most riding on this print for the broader crypto and AI narrative? đ#EarningsRealityCheck #SpaceXBeatEstimates #AMDBeatsButDrops
Vastuuvapauslauseke: OKX Orbit -sisÀltö on tarkoitettu ainoastaan tiedotustarkoituksiin. LisÀtietoja
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