🚨 🚨 Earnings to watch this week. A summary what you should and must know $BE - Leopold Aschenbrenner's largest bull position in the 13F portfolio of Situational Awareness LP. - Q2 2026 results scheduled for after market close today, with conference call at 5:00 PM ET. - Currently -13% ahead of earning. $PYPL - Released this morning (before open). - Beat estimates (revenue ~$8.68B, adjusted EPS $1.38 vs. ~$1.28); +4.3% after earning. - Stripe and Advent International offered $53B to acquire PayPal at $60.50 per share. $SKHY - DRAM market share: #2 overall at ~29% - US ADR listed on Nasdaq on July 10 in a record $26.5B offering (priced at $149). Has since fallen sharply, -21.35% and is trading well off those highs. - Q2 results / earnings call is on Jul 29 at 9:00 a.m. KST (8:00 p.m. ET on July 28). $MSFT - Biggest AI CapEx story this week (>$190B planned for the year). - Azure growth, cloud margins, and whether AI spending is converting into real returns will dominate the call. - Q2 results scheduled for after market close on Jul 29; now -15.75% YTD. $META - New $14B joint venture with BlackRock for a 1 GW AI data center campus in El Paso, Texas. BlackRock-managed funds own 80%, Meta retains 20%. Meta is the sole initial tenant; first capacity expected online in 2028. - These projects sit at the center of the broader AI CapEx debate ($125–145B guidance for 2026) and questions around ROI / excess compute. - Q2 results scheduled for after market close on Jul 29. $HOOD - Recent product pushes (own blockchain, stock tokens, Platinum Card, prediction markets). - Built for tokenized stocks/RWAs, but early momentum has been dominated by vigorous memecoin launches and trading; currently -18.77% YTD. - Q2 results scheduled for after market close on Jul 29, conference call at 5:00 PM ET. $SOFI - Q2 results scheduled for before market open on July 29 - SoFi EVP Kelli Keough sold 10,954 shares at an average price of $17.19. She has also made two recent stock sales on Jun 22 and May 20 respectively. - $SOFI is -39% YTD. $AAPL - The 2nd company in history to surpass $5 trillion in market cap. It's now the world’s largest company, approximately 6% larger than Nvidia. - Previously raised prices on MacBook and Mac mini (and iPads) in late June due to soaring memory/storage chip costs driven by AI data-center demand. - Key focuses for earnings includes Services growth, iPhone demand, China recovery, and Apple Intelligence / AI feature adoption. - Q3 FY2026 results scheduled for after market close on Jul 30. $AMZN - Amazon is overhauling its AI strategy by winding down much of its flagship Nova lineup and concentrating engineers + computing resources on a smaller number of frontier-model efforts. - Other key focuses includes AWS growth rate, AI CapEx intensity, advertising momentum, and retail margins. - Q2 results scheduled for after market close on Jul 30. $COIN - Jesse Pollak stepped back from the Base App (admitting the SocialFi / creator coins bet failed) and handed it over to Cobie. - Base meme activity has gone quiet since CEO Brian Armstrong denies meme endorsement. - Broader focus remains on expanding beyond trading (stablecoins, Base L2, prediction markets, Everything Exchange). - Q2 results scheduled for after market close on Jul 30. $RDDT - Strong expected ad revenue growth (analysts ~$745M, +49% YoY). $1B share buyback authorized. - Stock dropped sharply on reports Reddit is reconsidering / may not renew its AI content licensing deal with Google. - Q2 results scheduled for after market close on Jul 30, conference call at 4:30 PM ET. $MSTR - Pure leveraged Bitcoin play (holds ~843k BTC). Update on accumulation strategy, BTC yield, or buybacks is critical. - Q2 results scheduled for after market close on Jul 30. - Stock has been hit hard by the recent Bitcoin selloff. KIOXIA - Japanese NAND flash memory maker (key player in storage chips). - SK Hynix-related vehicle rising as a major shareholder as Bain Capital exits and Toshiba continues reducing its stake. - Now already -59% from its ATH - Q1 FY2026 financial results released on Jul 31 at 15:30 JST (2:30 AM ET).