To The Moon

Hey Tigers! 🐯

AMD delivered rapid data-center growth. $Palantir(PLTR)$ nearly doubled revenue. Yet both finished the week with double-digit losses.

Micron rebounded on Friday and still ended the week down more than 22%.

Meanwhile, Visa gained 2.19%, Qualcomm edged up 0.38%, and Apple lost just 0.66%.

My take: Earnings describe the business. A weekly return also reflects valuation, positioning and the wider market. Investors need both clocks to understand what happened—and what could come next.

1 | Two Windows, One Consistent Method

We use two clearly defined measures:

• Earnings-session return: the regular-session close immediately before the after-close earnings release to the next trading day’s regular-session close.

• Weekly return: October 30 close to November 6 close, covering the November 2–6 trading week.

Both measures exclude dividends.

These are observed price changes. They do not isolate how much of a move was caused by earnings alone.

Only AMD, Qualcomm and Arm reported inside November 3–6. $Apple(AAPL)$ and $Palantir(PLTR)$ reported November 2. The other five companies provide earlier-results context.

2 | The Full Weekly Scorecard

3 | What Actually Happened After Earnings?

These full next-session returns replace the earlier mixed after-hours and premarket snapshots. The earnings dates differ across companies.

4 | AMD: A Better AI Outlook, a Losing Week

Earnings session: +1.01% | Week: −11.05%

$Advanced Micro Devices(AMD)$ reported November 3 revenue of $13.377 billion, up 45%, and non-GAAP EPS of $2.09.

Data-center revenue rose 97% to $8.55 billion, while Q4 revenue guidance was approximately $17 billion.

The earlier +8% after-hours headline captured an initial reaction. By November 4’s close, the measured gain was 1.01%.

Friday’s 11.04% rebound still left AMD below its October 30 close.

What the market is testing: Whether delivery, memory availability and profit growth can justify expectations.

Stock outlook: Successful ramps and stronger earnings conversion could support recovery. Execution setbacks or further valuation compression could limit it.

5 | $Apple(AAPL)$: Margin Concerns, but Relative Resilience

Earnings session: −1.90% | Week: −0.66%

$Apple(AAPL)$ reported November 2 revenue of $114.5 billion, up 12%, and EPS of $2.10.

Its reported 47.9% gross margin included approximately one percentage point of tariff-refund benefit. The December-quarter margin outlook was 45%–46%, with rising memory costs a key concern.

Apple declined in the first post-release session, then recovered much of that ground. Its weekly result makes it one of the more resilient names in this selected group.

What matters: Product mix, Services growth and the ability to absorb input-cost inflation.

Stock outlook: Better margins or cost visibility could support confidence. Persistent memory inflation could pressure profits despite sales growth.

These results alone do not prove that consumer AI has failed to monetize.

6 | $Qualcomm(QCOM)$: A Bad Earnings Session, a Slightly Positive Week

Earnings session: −9.49% | Week: +0.38%

$Qualcomm(QCOM)$ reported November 4 GAAP revenue of $10.322 billion, down 8%, and non-GAAP EPS of $2.17.

Handset revenue fell 26% to $5.14 billion. Management reiterated a $5 billion fiscal 2027 data-center revenue target.

The earnings-session selloff and positive weekly return are both correct: they use different starting prices.

QCOM rose 5.52% on November 6, when Alphabet’s approximately $548 million stake was disclosed. That disclosure coincided with the rebound; it does not establish the sole cause.

What matters: Whether diversification produces revenue and profits quickly enough to offset mobile weakness.

Stock outlook: Handset stabilization and data-center delivery could support a rerating. A slower ramp would leave earnings more exposed to the core business.

7 | $Palantir(PLTR)$: Revenue Strength Meets a Higher Bar

Earnings session: −1.65% | Week: −12.89%

$Palantir(PLTR)$ reported November 2 revenue of $2.313 billion, up 96%, with both GAAP and adjusted EPS of $0.44.

U.S. commercial contract value increased 11%.

The first post-release decline was smaller than the eventual weekly loss. Attributing the entire week to one contract metric would overstate what the evidence shows.

What matters: Whether new contracts, renewals and expansion replenish the growth being recognized in revenue.

Stock outlook: Stronger contract momentum could support valuation. Persistent gaps between revenue growth and contract replenishment could leave the shares vulnerable.

8 | $ARM Holdings(ARM)$: Revenue Mix Matters

Earnings session: −13.08% | Week: −15.22%

$ARM Holdings(ARM)$ reported November 4 revenue of $1.443 billion, up 27%.

Licensing and other revenue increased 50% to $773 million. Royalties rose 8% to $670 million, below the $720.8 million estimate cited by Reuters. Data-center royalties doubled.

The 13.08% next-session decline provides a fuller measure than the earlier roughly 2% after-hours snapshot. That session also coincided with a broader semiconductor selloff.

What matters: Conversion of licensing activity into royalties. Cloud customers designing custom chips may still license Arm architecture.

Stock outlook: Stronger royalties could rebuild confidence. Continued misses or multiple compression could weigh on the shares.

9 | $Oracle(ORCL)$: September Earnings, November Funding Scrutiny

Earnings session: −1.74% | Week: −11.15%

$Oracle(ORCL)$ last reported September 10. Revenue rose 30% to $19.3 billion, while cloud-infrastructure revenue increased 121% to $7.4 billion.

Its initial after-hours gain did not survive to the next close.

November’s weekly loss belongs to a later period that also included the Stephens upgrade and market volatility. These are separate events.

What matters: Financed capacity, backlog conversion and cash generation.

Stock outlook: Credible delivery and funding progress could support recovery. Financing pressure or project delays could undermine it.

Large backlog alone does not establish future shareholder returns.

10 | $Adobe(ADBE)$: The Next-Day Close Changes the Impression

Earnings session: +1.37% | Week: −4.37%

$Adobe(ADBE)$ reported September 10 revenue of $6.76 billion, up 13%, and non-GAAP EPS of $6.13.

It raised full-year revenue and EPS targets at that time.

Although reporting captured an initial after-hours decline, Adobe finished the next session 1.37% higher.

November’s separate catalysts included Citi’s downgrade to Sell and target reduction $250 → $207.

What matters: Paid AI adoption, recurring-revenue growth and the economics of lower-priced offerings.

Stock outlook: Better conversion and clearer growth visibility could stabilize valuation. Reduced growth expectations could prolong pressure.

11 | $Visa(V)$: Positive Weekly Performance, With Limits to the Rotation Story

Earnings session: −0.31% | Week: +2.19%

$Visa(V)$ reported October 27 net revenue of $12.1 billion, up 13%, and non-GAAP EPS of $3.48.

Payment volumes, cross-border volumes and processed transactions remained strong.

Visa’s positive weekly return stands out against the selected AI-sensitive names.

That supports a relative-resilience observation. These ten stocks alone do not prove market-wide fund flows into payments.

What matters: Payment growth, margins, incentives and regulation.

Stock outlook: Durable volumes and cash generation could support valuation. A spending slowdown or regulatory pressure could still hurt the shares.

12 | $Tesla Motors(TSLA)$: A Rebound Does Not Erase the Drawdown

Earnings session: −3.08% | Week: −10.40%

$Tesla Motors(TSLA)$ reported October 21 quarterly net income attributable to common shareholders of $787 million, versus $1.373 billion a year earlier.

Its filing described heavy investment as a near-term profitability headwind.

Tesla rose 4.23% on November 6, but its weekly return remained negative. That Friday move was not its October earnings reaction.

What matters: Current operating profits and credible commercialization milestones for longer-term projects.

Stock outlook: Better earnings and measurable deployment progress could support sentiment. Spending that outpaces profit improvement could weigh on valuation.

13 | $Micron Technology(MU)$: Strong Demand Does Not Prevent a Weekly Reset

Earnings session: +3.03% | Week: −22.01%

$Micron Technology(MU)$ last reported September 30. Its results materials describe high-volume HBM4 shipments and HBM4E volume production expected in calendar 2027.

Micron finished its first post-release session 3.03% higher.

More than a month later, the November 2–6 week produced the largest loss in this selected group. Even Friday’s 5.12% rise did not repair that weekly decline.

What matters: HBM qualifications, realized pricing, supply expansion and customer spending.

Stock outlook: Strong shipments and pricing could support earnings. Capacity growth, delays or lower valuation multiples could pressure shares.

A falling stock alone does not establish collapsing demand.

14 | Four Signals for the Next Market Move

① Earnings support demand; they do not put a floor under valuation.

AMD’s operating growth and its weekly loss can coexist. The question is how much future growth the share price already assumes.

② Memory creates both beneficiaries and cost pressure.

HBM demand can help suppliers while raising costs for devices and infrastructure. Even beneficiaries can suffer a valuation reset.

③ AI monetization needs company-specific evidence.

Watch Palantir’s contract replenishment, Adobe’s paid adoption and Arm’s royalties. A simple ranking of hardware, government AI and creative software misses these differences.

④ Recovery needs follow-through.

Friday rebounds in AMD, Tesla and Micron did not erase their weekly losses. Better earnings revisions, delivery evidence and a more stable valuation backdrop would make recovery more convincing.

My take: Visa showed relative resilience. Apple held up better than its initial earnings headlines suggested. AI-sensitive names still need to reconnect strong business evidence with the valuation investors will pay.

15 | Tiger Community Vote 🐯

Which setup deserves the closest watch?

• A. $Advanced Micro Devices(AMD)$ / $Micron Technology(MU)$: Strong demand after a large weekly decline.

• B. $Apple(AAPL)$ / $Qualcomm(QCOM)$: Margin and handset pressure versus relative resilience.

• C. $Palantir(PLTR)$ / $ARM Holdings(ARM)$ / $Adobe(ADBE)$: Contract, royalty and paid-conversion tests.

• D. $Visa(V)$: Cash generation and steadier weekly performance.

Vote A, B, C or D, and name the metric that would change your view!

Risk disclosure: For general information only; not investment advice. Earnings-session and weekly returns use different dates, exclude dividends and do not isolate causality. Earlier releases are identified explicitly. Company guidance and editorial scenarios are conditional. Interest rates, policy, export controls, financing, supply and execution can affect earnings and share prices.