#AMDBeatsButDrops

Breaking: Leopold Aschenbrenner's former positions continue to spike today • SanDisk $SNDK : +7.7% • Intel $INTC : +6.7% • Micron $MU : +5.5% • AMD $AMD : +5.2% • CoreWeave $CRWV : +4.7% • Broadcom $AVGO : +4.2% • Bloom Energy $BE : +2.6% • NVIDIA $NVDA : +1.3% • IREN $IREN : +1.2% • T1 Energy $TE : +1.2% • Applied Digital $APLD : +1.1%

Three earnings reports, three sectors, one question: where does capital rotate next? $AMD carries the AI chip narrative into this print, with data center revenue in focus as the market tests whether demand is still accelerating or starting to plateau. $SPCX faces its first real stress test since going public. Starlink growth is the headline, but the real story is the looming share lock-up expiry and whether early holders start taking profits. $CRCL represents the stablecoin trade. USDC supply has been contracting quarter over quarter, and this report will show whether that's a blip or a trend investors need to price in. AI, space, and crypto, three different sectors reporting in the same week, and the results could set the tone for where money moves next. Which of these three moves the market most this week? 👇 #OKXOrbit #Earnings #AI #Stablecoins

#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 guidance over revenue 🤔 AMD, SpaceX, Circle — which one has the most riding on this print for the broader crypto and AI narrative? 👇

🚨 AI is everywhere—but is it finally making real money, or is it still running on hype? That's the question dominating earnings season. With Palantir delivering strong results and investors watching AMD, Nvidia, Apple, Amazon, and Microsoft, the focus has shifted from "AI has potential" to "Can AI actually generate profits?" Here's what's driving today's conversation: 🤖 AI Can AI consistently outperform human traders, or is human judgment still the edge? Crypto AI projects like $TAO, $FET, $RENDER, $AKT, and $AEON remain in the spotlight as the narrative evolves. 🟠 Bitcoin All eyes are on $BTC as traders watch key resistance, ETF flows, and upcoming U.S. economic data for the next directional move. 🔷 Ethereum The debate continues around ETH ETFs, staking, and DeFi, while $ETH vs. $SOL remains one of the hottest discussions for the second half of the year. ⚡ AEON Momentum is still strong following its OKX listing, with growing interest in its potential role in AI agent payments. 🚀 Altcoins Today's momentum names include $AEVO, $BAND, $CORE, $KAITO, $SHIB, and $GOAT. The AI race is no longer about who has the best demo—it's about who can turn innovation into real revenue. So what's your take: Can AI consistently outperform human traders, or will experience always have the final say? 👇 #DailyOrbit #FedSplitGoesPublic #BigTechEarningsWatch $BAND

🤖 Are we finally seeing AI make real money, or are companies still just burning cash? That’s the big debate right now as investors dig into earnings from Palantir, AMD, Nvidia, Apple, Amazon, and Microsoft. Palantir’s strong results are adding fuel to the AI optimism. Here’s what people are talking about today: 🔥 AI Can AI actually trade better than humans? With volatility spiking, can it even control the market? Also a lot of buzz linking AI to crypto: $TAO, $FET, $RENDER, $AKT, $AEON 🔥 Bitcoin Next move for $BTC? Eyes on resistance, ETF flows, and what US data does to sentiment. 🔥 Ethereum Talk around ETH ETFs, staking, and DeFi. $ETH vs $SOL for H2 performance is heating up. 🔥 AEON Still trending after the OKX listing. Big discussion on its use for AI agent payments and long term upside. 🔥 Altcoins Momentum names today: $AEVO, $BAND, $CORE, $KAITO, $SHIB, $GOAT What do you think, is AI ready to out-trade humans yet? #DailyOrbit #FedSplitGoesPublic #BigTechEarningsWatch $BAND

Four earnings reports next week, Circle is the finale There are four earnings reports next week: Palantir, AMD, SpaceX, Circle. But honestly, the information the first three can provide has basically been given in the last round of tech giant earnings, which is to verify whether AI demand is genuinely strong or just hype. This expectation has been repeatedly traded in the market, so even if there is deviation, the marginal impact won't be too large. Instead, the last one, Circle, is the most worth watching. Coinbase revenue dropped 18.5%, Robinhood crypto revenue fell nearly 40%, and USDT growth has stopped. Three reports from the crypto side have already been submitted, all pointing in the same direction—the market is shrinking. But one thing hasn't been confirmed yet: is the capital really leaving, or just changing containers? Circle's answer can confirm this. If USDC circulation is rising, it means the money hasn't gone far, just waiting for a compliant entry point. If it also falls, then it really is a net outflow, and the stablecoin market is shrinking overall. This concerns a more fundamental question: whether institutional funds are still waiting at the door. The scale of compliant stablecoins is a leading indicator of this issue. As for the rest, there's nothing much to focus on, just do your own well. $BTC $ETH #DailyOrbit #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise

#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 guidance over revenue 🤔 AMD, SpaceX, Circle — which one has the most riding on this print for the broader crypto and AI narrative? 👇

> Qwen 3.8-Max > $PLTR blowout earnings > $AMD earnings tomorrow and $SNDK on wednesday ...implied moves of 9% and 19%, respectively imagine being on vacation in europe right now thinking these are the dog days of summer. IMAGINE#FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise

🚨 All eyes are on $AMD's Q2 earnings. The key focus isn't just the headline numbers—it's guidance for MI350X AI chip shipments. Why it matters: 📈 Stronger-than-expected guidance could boost confidence across the semiconductor sector and encourage investors to rotate back into AI hardware names. 📉 Weaker demand or cautious outlook, especially if customers delay purchases due to software ecosystem migration costs, could pressure AI chip valuations and weigh on the broader sector. Macro conditions also remain important. If inflation surprises to the upside and pushes yields higher, broad risk-off selling could overshadow company-specific results. In that scenario, investors will likely shift their attention to how aggressively hyperscalers are actually executing their AI infrastructure capex plans. For this earnings report, the market is watching guidance, customer demand, and AI spending trends more closely than the quarter that's already been reported. $BTC $ETH $BICO #PalantirQ2Earnings #30YrYieldTopOrStart #USJapanYenIntervention