To The Moon

Click to vote! $NVIDIA(NVDA)$ will report its Q1 earnings after the U.S. market closes on Wednesday. As the key name behind the AI trade, NVIDIA’s earnings could set the tone for the broader tech market. Wall Street expects NVIDIA to report EPS of around $1.76 and revenue of about $78.75 billion, well above last year’s level. Data center revenue is expected to reach about $72.85 billion, making it the biggest growth driver again. The options market is also pricing in a possible 7.56% move after earnings, so investors are clearly expecting a big reaction. What to watch This earnings report comes down to three things: First, can data center revenue beat expectations again? As long as AI computing demand stays strong, NVIDIA’s growth story is still a

$NVIDIA(NVDA)$ has been setting new highs preearnings. Goldman's buy call. Goldman expects a "beat-and-raise" quarter but explicitly flags: the bar for outperformance is very high after positive supply chain signals from TSMC and SK Hynix have already elevated consensus. Q2 Preview: GS estimates revenue $87.7B (vs Street $85.1B, +3%), Data Center $82.1B (+4%). Two Signals the Market Hasn't Fully Priced ① $1 Trillion Data Center Revenue Visibility Blackwell + Rubin platform revenue runway. Goldman raised FY27/28 EPS to $9.35 / $14.80 — 14% / 34% above Street. FY29 EPS: $18.75, +42% above consensus. This isn't a small revision — it's a systematic repricing of NVIDIA's long-term earnings power. ② Agentic AI Creates a New CPU Demand Curve NVIDIA's CPU

$Circle Internet Corp.(CRCL)$ closed +15.9% at $131.76 (from $113.67), then held gains post-market at $131.20 (-0.43%). Revenue missed slightly on the top line, but RLDC and EBITDA both beat meaningfully — and the "Circle Agent Stack" launch gave the market a new narrative to price. Citi maintains Buy/High Risk, PT $243, implying +85% upside from here. Revenue missed, but it didn't matter — the real profit engine (RLDC) beat, and channel costs are compressing faster than expected: Distribution & Transaction Costs came in $405.4M vs Citi's estimate of -8.3%. Reserve Net Margin: 38% vs the 35% expected, +300bps. What Is Circle Agent Stack and Why Did the Market React? This is the most underappreciated signal in the report. Circle launched Circle

$ON Semiconductor(ON)$ reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own "high-teens" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg

$PayPal(PYPL)$ closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: "The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction." PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the "next chapter" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app

$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini

$Palantir Technologies Inc.(PLTR)$ closed -6.9% ($146 → $136) on earnings day. Despite a "blowout" report across all metrics, the stock suffered a "beat but drop" reaction. Revenue surged +85% YoY, margins hit 60%, and full-year guidance was raised by 10pts—every figure beat expectations, yet the share price fell. This is the fate of high-valuation AI stocks: expectations have been fully priced in, and every "beat" must be increasingly dramatic to sustain a rally. This has been a recurring dilemma for PLTR for several quarters; it is not a fundamental issue, but a valuation one. Key Financials Revenue: $1.633 billion (+85% YoY), beating Citi’s estimate of $1.551 billion (+5.3%). GAAP EPS: $0.34 vs. consensus of $0.28 (+21%). EBIT Margin: $60.2%$ v

$Advanced Micro Devices(AMD)$ rose +16.5% after hours ($355 → $414). Data Center results beat expectations, and Q2 guidance significantly exceeded Street estimates. The wave of AI inference and agents is shifting computing demand from "GPU dominance" to a full-stack era of "CPU + GPU + Memory." Lisa Su stated clearly: the demand for high-performance CPUs and accelerators driven by inference and AI agents is "accelerating rapidly," with EPYC and the MI450 series being direct beneficiaries. Key Financials Revenue: $10.3 billion (+37.8% YoY), beating Street estimates by +4%. Non-GAAP EPS: $1.37 vs. Street $1.28 (+7%). Gross Margin: 55.4% vs. Street 55.2%. Segment Performance Data Center: $5.8 billion (vs. Street $5.6 billion, a +3.6% beat). Gaming: $7

Click to vote! Guess how Advanced Micro Devices will close on Wednesday, May 6, following its Q1 2026 earnings. Get it right and share 1,000 Tiger Coins with other Tigers! $Advanced Micro Devices(AMD)$ $GraniteShares 2x Long AMD Daily ETF(AMDL)$ AMD is scheduled to report its Q1 2026 results after the U.S. market closes on Tuesday, May 5 (ET), followed by its earnings call at 5:00 p.m. ET. 📌 Revenue estimate: $9.86 billion 📌 Revenue growth: +33% YoY 📌 Net income estimate: +197% YoY 📌 Expected gross margin: around 55% Earning Highlight AMD has been one of the hottest chip names recently. Since April, the stock has rallied sharply as investors price in stronger AI demand, tighter CPU supply, and potential up

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res