Options Trader & Growth Investor Advanced Market Research (Not Financial Advice)
Miami, FL
Joined August 2021
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NAND sales are up 510% in a year, this isn’t a chip boom it’s a memory boom
Total semiconductor sales has rose 151%, mostly driven by memory up 404%, DRAM 368%, and NAND 510%
Meanwhile the next best category (Logic) rose 57%
$MU $SKHY $WDC $SNDK
How it feels when your stocks are going down and you can’t sell
JUST IN: $ANET beats and raises on the AI networking boom, shares up over 6% after hours
$AAPL now keeps 76.7 cents of every dollar from service revenue, up from 70.5
After bottoming at 70.5% margins in Apple has climbed to a 76.7% peak in Q2 2026
Palantir $PLTR & Hexion are partnering to transform a 170 year old chemical manufacturer through enterprise wide AI.
Palantir's Ontology connects customer demand, procurement, pricing & operations into a unified system.
Palantir $PLTR reports earnings today after close
Revenue: $2.31B Vs $2.18B EST
EPS: $0.44 Vs $0.39EST
Oracle $ORCL reports over 7,000 customers using AI & agents across its Fusion applications.
Adoption spans major enterprises including Johnson Controls, Schneider Electric, Marriott, Kroger, DHL, Enbridge & the NHS.
Advanced Micro Devices $AMD reports earnings today after close
Revenue: $13.37B Vs $13.09B EST
EPS: $2.09 Vs $1.94EST
Advanced Micro Devices $AMD reports earnings today after close
The implied move is: 6.52%
The expectations are:
Revenue: $13.1B
EPS: $1.89
Expect numbers at 4:15PM EST
Here’s the Historical Earnings Data👇
Arista Networks $ANET just reported earnings today after close
Revenue: $3.65B Vs $3.33B EST
EPS: $1.20 Vs $1.08 EST
Arista Networks $ANET reports earnings today after close
The implied move is: 7.94%
The expectations are:
Revenue: $3.33B
EPS: $1.06
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
Supermicro $SMCI just reported earnings
Revenue: $19.94B Vs $16.26B EST
EPS: $1.81 Vs $1.23 EST
Supermicro Computers $SMCI reports earnings today after close
The implied move is: 12.65%
The expectations are:
Revenue: $16.16B
EPS: $1.20
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
Advanced Micro Devices $AMD reports earnings today after close
The implied move is: 6.52%
The expectations are:
Revenue: $13.1B
EPS: $1.89
Expect numbers at 4:15PM EST
Here’s the Historical Earnings Data👇
Supermicro Computers $SMCI reports earnings today after close
The implied move is: 12.65%
The expectations are:
Revenue: $16.16B
EPS: $1.20
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
Arista Networks $ANET reports earnings today after close
The implied move is: 7.94%
The expectations are:
Revenue: $3.33B
EPS: $1.06
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
Duo Lingo $DUOL reports today after close
The implied move is: 11.91%
The expectations are:
Revenue: $303.41M
EPS: $1.38
Expect numbers at 4:01PM EST
Here’s the Historical Earnings Data👇
Here’s how much revenue Duolingo $DUOL has earned every year🦉
2019: $70.8M
2020: $161.7M
2021: $250.8M
2022: $369.5M
2023: $531.1M
2024: $748M
2025: $1.04B
2026: $1.15B (est)
Booking $BKNG reports earnings today after close
The implied move is: 5.87%
The expectations are:
Revenue: $9.5B
EPS: $4.49
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
Riot Platforms $RIOT reports earnings today after close
The implied move is: 13.9%
The expectations are:
Revenue: $160.48M
EPS: -$0.31
Expect numbers at 4:00PM EST
Here’s the Historical Earnings Data👇
By 2040, there’s expected to be 14 service robots for every industrial robot
Total deployments are expected to grow from 1M in 2025 to 25.5M in 2040
They will represent 93% of the robots with utility robots at 18.3M & humanoids at 5.5M
$TSLA $NVDA $SYM $SERV $TER
