Earnings Week Heatmap 13 Stocks Facing Major Tests

13 stocks I'm focused on for earnings:

MONDAY

1. $Palantir Technologies Inc.(PLTR)$

$123.06 — Reports Monday after close. Options price a 15% move on free cash flow guidance.

TUESDAY

2. $Advanced Micro Devices(AMD)$

$476.15 — Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVIDIA(NVDA)$ alternative.

3. $SpaceX(SPCX)$

$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. $SanDisk Corp.(SNDK)$

$1,214.83 — NAND pricing is the tell. Forward PE near 7 after a 50% July drawdown.

5. $Western Digital(WDC)$

$544.84 — HDD is the storage bottleneck for AI data. Options imply a 16% move.

6. $Shopify(SHOP)$

$117.15 — Wednesday morning print. Market wants proof AI agents drive GMV instead of eating it.

7. $AppLovin Corporation(APP)$

$395.90 — Pixel adds slowed in June and ROAS checks softened. Priced for perfection into Wednesday. Bearish on this one.

8. $Eli Lilly(LLY)$

$1,147.61 — AI driven drug discovery plus the oral obesity pill ramp Goldman just flagged.

9. $Walt Disney(DIS)$

$96.19 — Fiscal Q3 Wednesday. New CEO D'Amaro's first real test with streaming margins in focus. Could be suprise explosion up!

$Netflix(NFLX)$ tanked remember.

THURSDAY

10. $Datadog(DDOG)$

$267.97 — Observability is the AI tax. Every agent deployment adds logs, traces, and spend.

11. $Trade Desk Inc.(TTD)$

$18.04 — Down 80% from highs at nine times forward. Any stabilization gets violently rerated.

12. $D-Wave Quantum Inc.(QBTS)$

$18.08 — AT&T just expanded its annealing deal. Quantum is the next narrative after AI compute.

FRIDAY

13. $Oklo Inc.(OKLO)$

$38.83 — Down 80% from highs. DOE cleared Groves and Meta prepaid a gigawatt campus.

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To The Moon