July was a roller coaster so many swings just for it to close flat🥀 Big earnings week coming up tho What I’m watching👇 • Monday: Palantir ($PLTR), McDonald’s ($MCD) • Tuesday: AMD ($AMD), Pfizer ($PFE), Spotify ($SPOT), SanDisk ($SNDK) • Wednesday: Uber ($UBER), Walt Disney ($DIS), Eli Lilly ($LLY), Lyft ($LYFT) • Thursday: Airbnb ($ABNB), ConocoPhillips ($COP), SpaceX ($SPCX first earnings since its IPO) • Friday: Lighter earnings slate, with attention shifting to the U.S. jobs report. 💡 What WE will be watching: • AI spending and GPU demand (AMD, Palantir) • Consumer spending trends (McDonald’s, Disney, Airbnb) • Pharma outlook and drug demand (Pfizer, Eli Lilly) • Travel and mobility trends (Uber, Lyft, Airbnb) • Energy prices and capital returns (ConocoPhillips) Personally I’m watching $AMD and $UBER closely (little biased as I hold more AMD than $VGT )
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NickMtb @nickmtb · 1h
I own PLTR, AMD, PINS, ELF, and UBER ....PLTR Crushed IT
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