Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
AMC Just Had Its Best Quarter in 106 Years. The Stock Is Still a Contradiction.
Record revenue, a surprise profit, and a debt load that changes everything.
Vertex Is Down 17% From Its High. The $10B Bet Starts Now.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.
Palo Alto Is Up ~95% This Year. The AI Security Bet Just Got Bigger.
IBM’s warning about enterprise cyber distraction just handed PANW its clearest catalyst yet.
Amazon Is 12% Off Its High. July 30 Is the Only Number Left.
AWS grew 28% last quarter. The free cash flow collapse is the real debate.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Vistra Is Near a 52-Week Low. August 7 Could Change That.
A Meta nuclear PPA and strong EBITDA are not yet in the price.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.