James

13 stocks I'm focused on for earnings: MONDAY $PLTR $123.06 — Reports Monday after close. Options price a 15% move on free cash flow guidance. TUESDAY 2. $AMD $476.15 — Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVDA alternative. 3. $SPCX $108.37 — First earnings Tuesday, then roughly a billion shares unlock Thursday. Supply is the story. Buying this play under $100 closer to $80. WEDNESDAY 4. $SNDK $1,214.83 — NAND pricing is the tell. Forward PE near 7 after a 50% July drawdown. 5. $WDC $544.84 — HDD is the storage bottleneck for AI data. Options imply a 16% move. 6. $SHOP $117.15 — Wednesday morning print. Market wants proof AI agents drive GMV instead of eating it. 7. $APP $395.90 — Pixel adds slowed in June and ROAS checks softened. Priced for perfection into Wednesday. Bearish on this one. 8. $LLY $1,147.61 — AI driven drug discovery plus the oral obesity pill ramp Goldman just flagged. 9. $DIS $96.19 — Fiscal Q3 Wednesday. New CEO D'Amaro's first real test with streaming margins in focus. Could be suprise explosion up! $NFLX tanked remember. THURSDAY 10. $DDOG $267.97 — Observability is the AI tax. Every agent deployment adds logs, traces, and spend. 11. $TTD $18.04 — Down 80% from highs at nine times forward. Any stabilization gets violently rerated. 12. $QBTS $18.08 — AT&T just expanded its annealing deal. Quantum is the next narrative after AI compute. FRIDAY 13. $OKLO $38.83 — Down 80% from highs. DOE cleared Groves and Meta prepaid a gigawatt campus.