To The Moon

A packed earnings week is ahead, with $NFLX, $SPCX, $TSLA, $META, $BE, and $WDC all reporting. Here’s what I’m watching, along with my take on each setup. 👇

🎬 $Netflix(NFLX)$ | Tuesday After the Close
💵 $70.53 | 📉 47% below ATH

• Estimates: $0.82 EPS | $12.87B revenue

• Watch: Engagement growth and ad revenue. Viewing hours are expected to rise just 2%.

• My take: 🟢 Mildly bullish. Expectations are low, leaving room for a positive surprise.

  

🚀 $SpaceX(SPCX)$ | Tuesday After the Close
💵 $146.03 | 📉 35% below ATH

• Estimates: $0.14 EPS | $12.89B revenue

• Watch: AI revenue growth and capital spending, potentially around $19B.

• My take: 🟢 Bullish, but with a catch. AI could beat expectations, while rising capex remains a key risk.

  

🚗 $Tesla Motors(TSLA)$ | Wednesday After the Close
💵 $354.72 | 📉 29% below ATH

• Estimates: $0.45 EPS | $27.9B revenue

• Watch: Automotive margins, FSD, and Robotaxi updates.

• My take: 🔴 Bearish. The delivery beat is already out, so the market may need more than strong delivery numbers to push the stock higher.

  

🤖 $Meta Platforms, Inc.(META)$ | Wednesday After the Close
💵 $709.33 | 📉 10% below ATH

• Estimates: ~$6.76 EPS | $63.3B revenue

• Watch: 2027 capex, estimated at ~$185B, plus Q4 guidance and Muse updates.

• My take: 🟢 Leaning bullish. Muse could bring meaningful AI developments, but spending plans and forward guidance will be crucial.

  

⚡ $Bloom Energy Corp(BE)$ | Thursday After the Close
💵 $221.31 | 📉 37% below ATH

• Estimates: $0.69 EPS | $1.06B revenue

• Watch: Gross margins excluding tariff refunds and customer concentration.

• My take: 🟢 Bullish, but margins will likely determine the market’s reaction.

  

💾 $Western Digital(WDC)$ | Thursday After the Close
💵 $332 | 📉 58% below ATH

• Estimates: $4.08 EPS | $4.14B revenue

• Watch: Next-quarter guidance and concerns over Toshiba’s supply.

• My take: 🟢 Bullish. Sentiment looks washed out, but forward guidance needs to support a recovery.

  

🎯 The bottom line

I’m leaning bullish on $NFLX, $SPCX, $META, $BE, and $WDC, while staying cautious on $TSLA.

But earnings beats alone don’t guarantee a rally. 📈 The real catalysts will be forward guidance, margins, AI monetization, and how management addresses spending.

Watch the reaction, not just the headline numbers. 🚀

Markets are always moving - and sometimes, the best move is knowing what works for you.

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