This earnings week is going to feature some important holdings in my portfolio, like $CRWV, $RGTI, $QBTS and $CBRS. For Coreweave, I have full confidence that the stock is going to see some upward price action post-earnings. I think for me, everything hinges on cash on hand, their growing backlog, and the progress on data center projects. Per their last earnings call, $129 billion is almost locked in, as the backlog from the previous quarter is going on this earnings report. I'm curious how many other RPOs they've been able to secure, and I'd like to see something over $140 billion, maybe even $150 billion. For $RGTI, the earnings are always all over the place because if they sell a certain number of quantum computers or their Novera systems, the revenue will show a certain amount, but if those sales stall during the next quarter, the revenue could be vastly different. I'm always curious to see what they have to say. $QBTS has actually seen some profitability in the past quarter and has commercially available quantum systems, but their last quarter was a little disappointing. For $CBRS, I've been waiting for the final lock-up period to expire, as well as this next earnings call. I'm overall a little hesitant about Cerebras right now, but I'm curious what they're going to say. If they beat expectations and their cloud business continues to grow, the narrative could shift pretty quickly, but the fact that insiders are heading for the door all at once is concerning, although in my opinion, sub-$80/share is a decent price to dollar-cost average into. What earnings call are you going to be most interested in? $NU , $ASTS, $ONDS, $WSE, $NBIS, $CSCO, $ZETA, $QBTS
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