PLTRDOCNBESITMRKLBTEAMDMUHPENBISSNDKDELL#184
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.
๐ Bull Case
- Revenue growth 85% YoY โ strong top-line expansion driving the thesis
- Healthy gross margin 84% โ pricing power / scalable model
๐ป 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
๐ซ Invalidation
Close below $155.61 (SMA200) on above-average weekly volume
Break Conditions
- Close decisively below SMA200 (~160.42) on above-average volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | PLTR | $135.53 | 2026-06-08 09:01:28 |
| t+3d | PLTR | $127.99 | 2026-06-14 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