To The Moon

An overview on some companies on my watchlist that are announcing earnings on the coming week. Most of them are speculated to be beating earnings estimates. However, as we saw in GOOGL, beating estimates doesn't necessarily equate to a bullish move in the stock. I used to trade pre/post earnings , betting a strong upside or downside move. But I have stopped since a year ago as I felt the risk/reward ratio does not make sense anymore. I prefer selling vertical option contracts as it is more sustainable and enable me to have a healthier mental space. But if you are an earnings trader, this will be useful information.

As I have written before, autonomy is not only a way to potentially add supply to $Uber(UBER)$ ’s business, it’s a way to lower costs and expand the addressable market. Uber put the opportunity at over $1 trillion in the U.S. alone.Notice that this is a progression of market expansions Uber has been taking on for years. It’s just the biggest and most transformative we’ve ever seen.The key to Uber winning autonomy is not developing technology, but rather making sure no one supplier is too powerful. Uber wants autonomy to be a commodity with many winners, none of whom is able to build the scale to replace Uber’s network. Here are the leaders they pointed out in a presentation to investors. $Alphabet(GOOG)$

Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?