$PLTR is jumping nearly 9% after hours following a powerful Q2 earnings report that exceeded expectations. Palantir continues to prove its AI growth story is real, delivering strong execution and showing why it remains one of the market’s top AI software names. Quarter after quarter, the company keeps turning AI adoption into measurable business results. The momentum is still building.
$AMZN (~$284.81) \vert{}$GOOGL (~$374.38) It’s Big Tech's turn to lead! As capital rotates across sectors, $AMZN and $GOOGL are doubling down on their AI infrastructure moats. From AWS's unmatched cloud scale to Google Cloud's accelerating AI momentum, these tech titans are leveraging massive cash flows to capture structural AI growth. Sector rotations offer prime accumulation windows for mega-caps. While the crowd focuses on noise, cash-flowing AI infrastructure leaders always drive the next leg up! Betting on $AMZN or$GOOGL for this tech rotation?
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 ) read more
The Nasdaq's leading the tape, up around 2.25%, with the S&P 500 up about 1.5% and the Dow up roughly 1.1%. Amazon's hitting fresh all-time highs and the hyperscalers. $META, $MSFT, $GOOG, $ORCL, $AMZN are all bouncing back hard. AI and high-beta are doing the heavy lifting again today. $PLTR reports after the bell today, with options pricing in a potential 12% move in either direction. That kicks off a loaded week: Tues: $AMD - the one I'm watching most (MI450/Helios updates), plus $ANET amd $SPCX first print as a public company. Wed: $APP(continued margins and growth?) , $SNDK(memory memory memory), $IONQ (quantum update) and $NVO (a contrarian play). The big story is the hyperscaler rebound. After getting punished on capex last cycle, they've come roaring back — the demand side of the AI buildout is reasserting itself. What are people doing portfolio wise this month?!?! read more
$PLTR just delivered. 🚨 Q2 beat — and management raised full-year revenue guidance to **$8.16B**, up from the prior $7.65–7.66B. Context that matters: the Street had set ~$7.83B as the bar for a "real" raise — the number that would signal genuine second-half acceleration. Palantir blew past it. That's nine straight beats. The AIP commercial flywheel is still spinning. Valuation was always the debate. Growth never was. Tonight, growth showed up again.
The company is expected to report its first-ever quarter with more than $1B in operating income, just one year after achieving its first $1B revenue quarter. I continue to view Palantir as one of the strongest long-term AI opportunities. While many investors focus on competition from OpenAI and Anthropic, I think their roles are fundamentally different. Those companies develop AI models, while Palantir helps organizations apply AI to enterprise data, operational workflows, and real-world decision-making. If execution remains strong, I believe $PLTR is well positioned to continue benefiting from the enterprise AI adoption cycle.
The hype surrounding the world's biggest IPO is officially wearing off. SpaceX has already plummeted 50% from its post-IPO peak of $225, and it appears to have plenty of room to continue falling. Personally, I am keeping my hands in my pockets until it hits a realistic buy price in the $40–$60 range. Why is it dropping? 1. The Elon Musk Premium Is Deflating: The initial launch was pumped full of retail overhype, but the market is finally separating the vision from the actual numbers. 2. No Record of Profitability: For all the headlines, SpaceX is still fundamentally unprofitable, bleeding a net loss of $4.9 billion last year. 3. One of the Most Shorted in the World: The bears are piling in heavily. Short sellers have wagered a massive $24.6–$26 billion against SPCX, with short interest making up over 34% of the tradable float
Sportradar ($SRAD) released their Q2 2026 earnings today, and the stock is down over 15%. Here's a bit about the company and why I think Peter Lynch would own it: Sportradar is a purely software company that provides sports data services for sports betting and media industries worldwide. They have strong partnerships with major leagues and platforms such as such as Kalshi, FOX Sports, FIFA, NBA, DraftKings, and hundreds more. Sportradar is the tollbooth operator of sports wagering, and regardless of who wins in marketshare, they all must pay Sportradar for their data. I think Lynch would view this company as a classic Fast Grower. I currently have a position in Sportradar @ $13.21/share, but it only makes up ~2.5% of the Peter Lynch portfolio. Let's see how Lynch would react to their earnings. Revenue: €319MM(+19%) Adjusted EBITDA: €76MM (+19%) Free Cash Flow (YTD): €103MM (+23%) Net Retention Rate: 103% (top 200 customers) The street is freaking out over a GAAP earnings loss of €4MM, but diving into the SEC filings, the miss was almost entirely caused by an unrealized non-cash foreign exchange swing and discounts on sports rights liabilities. Revenue and FCF are growing at high double-digit rates, they have no outstanding debt, they've bought back over $140MM of shares in Q2 alone, and insiders have bought millions of dollars in shares around these price points a few months ago. I think Lynch would view this drop as a great opportunity to buy the stock, and I certainly would if I have any cash remaining in this account! Let me know your thoughts, would you buy Sportradar today? read more
$PLTR has reported earnings! EPS of $0.41 beating expectations of $0.33 📈 Revenue of $1.94B beating expectations of $1.81B 📈 +7% after-hours! SaaS is back baby..
I still believe $META is one of the easiest buys in the market today. My DCF concludes a near 23% CAGR going into 2031 with a projected price of nearly $1,700 For this to come into fruition it needs • 20% EPS CAGR • 25x Exit P/E I believe these numbers would even be conservative as Meta could flip a switch and stop CapEx and have a massive EPS gain. I continue to buy Meta for these reasons as I believe they are an absolute FcF machine showing no signs of slowing as they reported 28% YoY top line growth last quarter What’s the bear case here? read more
goal got to .25 BTC im going to hold for a bit my only goals for the year is get DRAM to 3% of my portfolio its at 2% and get 1,500 shares of SCHD I'm currently at 1,470
$NBIS is really testing my conviction. When it was trading below 150, I seriously considered going all-in on $NBIS and calling it a month. Looking back, I’d probably be in a much better position today. Don’t get me wrong..my other holdings have done well too. But watching $NBIS keeps making me wonder what could have been. The idea of going full portfolio on $NBIS and riding off into the sunset is becoming more tempting by the day.
Palantir $PLTR reports earnings after the bell and they are down over 30% YTD so far… They are expected to report their first $1B operating income quarter ever. Is right now a buying opportunity for the high-flying growth stock?
$PLTR heads into today’s earnings report with expectations calling for revenue around $1.8B, representing approximately 92% year-over-year growth. The market is watching closely to see whether Palantir can continue delivering exceptional AI-driven growth. I believe the company has a strong chance to outperform expectations, especially as enterprise AI adoption continues accelerating. A strong report could further reinforce $PLTR’s position as one of the leading AI software companies
