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Thesis

Top 12 earnings prints ranked by quality; strong breadth across AI hardware, software, energy

By @StockSavvyShay ยท View post โ†—
Original post text

12 STRONGEST EARNINGS PRINTS: PLTR, DOCN, BE, SITM, RKLB, TE, AMD, MU, HPE, NBIS, SNDK, DELL.

๐Ÿ‚ Bull Case
  • Revenue growth 85% YoY โ€” strong top-line expansion driving the thesis
  • Healthy gross margin 84% โ€” pricing power / scalable model
๐Ÿป Bear Case
  • Weinstein stage 4 (declining) โ€” trend weakening; risk of further downside
  • Price 127.99 below SMA50 (139.64) โ€” overhead resistance, momentum lagging
  • Price below SMA200 (160.42) โ€” long-term downtrend, structural weakness
๐Ÿšซ Invalidation

Close below $155.61 (SMA200) on above-average weekly volume

Break Conditions
Price Tracking
LabelTickerPriceRecorded
t0PLTR$135.532026-06-08 09:01:28
t+3dPLTR$127.992026-06-14 18:37:54
Metadata
T0 Price: $127.99
Created: 2026-06-08 08:58:34
Scored: 2026-06-13T18:35:58.441804+00:00
Updated: 2026-06-14T18:37:54.763057+00:00