#PalantirBeatAndRaise

Palantir Beat & Raise: Why Is Wall Street Paying So Much Attention to This AI Earnings Report? Palantir ($PLTR) has delivered one of the strongest earnings reports of the season, beating Wall Street expectations while raising its full-year revenue guidance. The company reported Q2 revenue of approximately $1.94 billion, up 93% year-over-year, while adjusted EPS reached $0.41 per share, both above analyst estimates. Palantir also raised its 2026 revenue outlook to around $8.15 billion, highlighting continued AI demand from both commercial and government customers. Another standout metric was $3.37 billion in new contract value signed during the quarter, alongside more than $1.22 billion in free cash flow, confirming that AI is now generating meaningful revenue and profitability. Impact on $NVDA Palantir's AI platform depends on advanced GPU infrastructure. As AI deployments expand, demand for Nvidia's AI accelerators is expected to remain strong, reinforcing confidence in its AI data center growth. Impact on $SKHYNIX Growing AI workloads increase demand for High Bandwidth Memory (HBM), where SK Hynix is a leading supplier to Nvidia. Continued AI expansion supports stronger HBM demand, revenue growth, and healthy margins. Impact on $SNDK AI infrastructure also requires high-performance storage, creating opportunities for SanDisk's NAND Flash and enterprise SSD solutions. As global AI investment continues, demand for advanced storage is expected to improve. Palantir's "Beat & Raise" is more than a strong earnings report. It reinforces the strength of the AI supply chain, with $NVDA, $SKHYNIX, and $SNDK all positioned to benefit if AI investment continues accelerating through the second half of 2026. #PalantirBeatAndRaise #KoreaETFVolDown90 #AMZN50BForOpenAI $SNDK $SKHYNIX $NVDA

$PLTR Palantir reports Q2 2026 results today. The first livestream I ever did to cover their earnings was Q4 2021. At the time, the company did $433M in revenue and has a -14% operating margin. Today, the company is expected to announce $1.8B in revenue (4x their quarterly revenue from 5 years ago) and have 50%+ operating margins. It has been an incredible journey that has allowed so many regular people like myself to participate in it because of the company’s remarkable execution. I expect Palantir to deliver strong results but more importantly, Alex Karp has changed the entire street’s perspective on what it means for AI to actually deliver value for an enterprise and where the burden of creating value lies in, which is the application layer, the part of the stack that actually sits down with an enterprise to figure out how to make these models mean something. I believe the street will begin their journey to understanding how important it is. Regardless of stock reaction, the company continues to execute and I continue to have extreme conviction that Palantir is the company that will win in the age of AI because they make sure that their customers are winning with them.

#FinancialReportObserver: Four Key Earnings Releases Next Week, Circle as the Grand Finale Next week, four critical earnings reports will be released in quick succession: Palantir, AMD, SpaceX, and Circle will appear one after another. The first three mainly validate the demand strength in the AI industry, while Circle, as the grand finale in the crypto ecosystem, holds the highest reference value for the crypto community. Key highlights of the four earnings reports 1. Palantir Growth in AI government and enterprise software orders, reflecting institutional willingness to pay for AI, with data impacting AI concept risk appetite. 2. AMD Revenue guidance for AI server chips, a barometer for the health of the storage and computing power supply chain; focus on capital expenditure and customer order outlook. 3. SpaceX (SPCX) First earnings report after listing, combined with a trillion-level unlocking window; watch Starlink revenue, burn rate, and Starship test flight schedule. As a high-beta tech stock, sentiment may spill over to risk assets. 4. Circle (CRCL) · Grand Finale Focus Q2 earnings to be announced at 8 PM Beijing time on August 5. Four core indicators: USDC circulation, reserve income, distribution costs, and progress in trust license business. Coinbase and Robinhood's crypto business revenues have weakened, and USDT growth has stalled. The market's core question: Are institutional funds truly exiting the crypto market, or just shifting into compliant stablecoins to wait and see? - ✅USDC circulation increases: Indicates institutional funds are lurking on exchanges, a potential positive for the crypto market. - ⚠️USDC circulation shrinks: Means the stablecoin pool is contracting overall, with liquidity under further pressure. Implications for crypto market linkage Note: Circle reflects institutional fund levels and serves as a mid-term leading indicator. It may not cause sharp moves on the day but will guide the underlying environment for subsequent market trends. Personal opinion, for reference only. $BTC $ETH $CRCL $SPCX

$PLTR We’re approaching a trend-line squeeze on the monthly, so expect the upside or downside to be explosive to broaden it in the next few months. It will be either ~$98 or ~$165 this month (earnings) Extreme cases over the next 3 months - ~$65 and ~$190 #Palantir #earnings #AI

🚨 Next week's earnings could shape both AI and crypto market sentiment—but one report may stand out. 📅 Companies in focus: 📊 Palantir ⚡ AMD 🚀 SpaceX 🪙 Circle The first three are expected to provide another read on AI demand and enterprise spending. Since the market has already priced in much of the AI optimism, only major surprises are likely to drive outsized reactions. Circle could deliver a different kind of signal. Recent crypto-related results have been mixed, with signs of softer trading activity across parts of the industry. That raises an important question: Has institutional capital exited crypto, or is it simply waiting for the next opportunity? Circle's earnings—especially updates on USDC circulation, reserves, and adoption—may offer valuable clues. 🟢 If USDC supply continues to grow: it could suggest institutional investors are still allocating capital through regulated stablecoin infrastructure. 🔴 If USDC supply declines: it may point to broader liquidity leaving the ecosystem rather than simply rotating between assets. For crypto investors, stablecoin trends often provide an early indication of market liquidity and institutional participation. Bottom line: AI earnings will help measure the strength of the technology sector, while Circle's report could provide one of the clearest signals about the current state of crypto capital. #Crypto #Bitcoin #Ethereum #USDC #Stablecoins #AI #EarningsWeek #DailyOrbit $BTC $ETH #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead $BTC $ETH $BEAT

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

📊 Next week's earnings calendar could be important—but one report may matter more than the rest. The key names reporting include: • Palantir • AMD • SpaceX • Circle The first three will provide another read on AI demand and enterprise spending. After the recent wave of big tech earnings, much of that narrative has already been priced into the market, so the biggest surprises may be behind us. The report I'm watching most closely is Circle. Recent crypto-related earnings have painted a mixed picture: • Coinbase reported weaker revenue. • Robinhood's crypto revenue declined. • Stablecoin growth has slowed. That raises an important question: Is capital leaving crypto, or is it simply moving into different vehicles? Circle's results could offer another clue. 📈 If USDC circulation continues expanding, it may suggest capital is still waiting on the sidelines in regulated, dollar-backed assets. 📉 If USDC also weakens, it could point to broader capital outflows from the digital asset ecosystem. The bigger issue isn't just Circle's earnings—it's what they reveal about institutional liquidity and whether fresh capital is still preparing to enter the market. For $BTC and $ETH, that could be one of the more meaningful signals to watch next week. Market observations only. $BTC $ETH $SOL #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead

Everyone is watching AI earnings next week. I’m watching the one report that could reveal where crypto capital is actually going. Four major earnings reports are coming up: Palantir, AMD, SpaceX, and Circle. The first three will be important, but much of what they can tell us has already been priced in through the latest round of tech earnings. For months, the market has been focused on one question: Is AI demand truly accelerating, or is it just another hype cycle? At this stage, even a surprise from those reports may not create a major shift. Circle is the one that stands out. We've already received three major signals from the crypto side: Coinbase revenue fell 18.5% Robinhood’s crypto revenue dropped nearly 40% USDT growth has stalled The message from all three has been similar: Crypto activity is cooling. But there is still one major question nobody has answered: Is capital actually leaving crypto, or is it simply moving into a different container? That’s where Circle becomes important. If USDC circulation continues to grow, it suggests capital hasn’t left the market. It may simply be sitting on the sidelines, waiting for a more compliant path back in. But if USDC also starts declining, then the story changes—it would signal real net outflows and a broader contraction in the stablecoin market. Circle’s earnings are about much more than one company. They could give us a glimpse into whether institutional capital is still waiting at the door. The growth of compliant stablecoins may become one of the clearest signals of where the next wave of liquidity comes from. For me, this is the report to watch next week. $BTC $ETH $SNDK #DailyOrbit #DailyOrbit $BTC $ETH $SNDK

Market sentiment has shifted fast. Geopolitical tensions have eased, oil is cooling, and risk assets are finding support again. That has helped $BTC, $ETH, and $SOL stabilize after recent volatility, but the broader trend still needs confirmation. The next major catalyst is earnings week. Results from companies like $SNDK and the highly anticipated SpaceX report could influence overall market sentiment and determine whether this recovery gains momentum or fades. My view: stay patient, respect key support and resistance, and avoid chasing emotional moves. The biggest opportunities usually come after the market reveals its direction, not before. $BTC $ETH $SOL $SNDK