Shyon
08-04 10:35
I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report.

For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger.

As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market, guidance matters more than the headline numbers. I'm staying bullish on both companies over the long term and letting fundamentals—not short-term volatility—guide my decisions.

@AI_FocusedTrader @TigerStars @Tiger_comments @TigerClub

AMD Beats but Falls 8.7% After-Hours — Were Expectations Already Too High?
AMD rose 7.00% intraday Tuesday, co-leading the chip rally alongside Intel, before tumbling 8.68% after-hours following its earnings release. Key metrics were deemed "solid but unsurprising" relative to Wall Street expectations, with the data center accelerator market-share narrative failing to deliver an upside surprise. The stock had already rallied substantially on AI optimism, with expectations fully front-loaded. When "solid" becomes a disappointment, what will it take for AMD to re-ignite this repricing?
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