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Introducing Vest Capital, your gateway to 24/7 proprietary trading.

Access instant funded accounts, trade stocks and equities around the clock, and manage risk with institutional-grade tools.

Priority onboarding is now LIVE. Deposit into Vest Markets to receive your evaluation.

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Trade $SPCX pre-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$SPCX REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $6.93B in revenue and -$0.26 EPS for the company's first public earnings report.
→ Heading into the close, $SPCX shares are up around 9%, with the webcast scheduled for 4:30 PM ET.
→ Starlink profitability, Starship execution and capital spending are the core operating focus areas.

Beyond the quarterly figures, management confidence in AI and orbital data centers is the larger readthrough.

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Trade $LLY & $CRCL pre-earnings with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$LLY & $CRCL REPORT Q2 RESULTS BEFORE TOMORROW'S OPEN

→ $LLY: $20.44B revenue / $8.84 adjusted GAAP EPS consensus, with Mounjaro and Zepbound volume, pricing and supply in focus.
→ $CRCL: $734.73M revenue / $0.19 adjusted GAAP EPS consensus, with USDC circulation, reserve yield and distribution costs as key readthroughs.

Novo's raised guide and olomorasib's new FDA designation frame the $LLY setup; $CRCL carries a widening analyst split and roughly $10M of ARK buying.

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Trade $AMD & $ALAB pre-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$AMD & $ALAB REPORT Q2 RESULTS AFTER TODAY'S CLOSE

→ $AMD: consensus is $11.28B in revenue and $1.55 adjusted GAAP EPS, with Data Center, MI450 and Helios timing in focus.
→ $ALAB: consensus is $360.21M in revenue and $0.64 adjusted GAAP EPS, with PCIe 6 demand and Scorpio ramps as key readthroughs.

For $AMD, the main angle is accelerator deployment and Data Center growth; for $ALAB, connectivity and margins.

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Trade $TSEM post-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$TSEM reported record Q2 revenue and profitability, with Q3 revenue guidance at a new company record of $520M ±5%.

On the session, $TSEM is down ~1%, with revenue at $460.08M versus $454.68M consensus and adjusted EPS at $0.88 versus $0.73 expected.

Gross profit reached $138M versus $111M in Q1, while SiPho annual revenue run rate reached $680M versus $180M a year ago.

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Trade $PLTR post-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$PLTR reported Q2 U.S. revenue growth of 115% YoY, with commercial revenue up 149%, government revenue up 90% and a 155% Rule of 40 score.

At the open, $PLTR is up around 15% with Q2 commercial growth in focus against a raised full-year revenue guide.

→ Revenue: $1.94B vs. $1.81B consensus
→ Adjusted EPS: $0.41 vs. $0.33 expected

Commercial remaining deal value reached $6.238B, up 124% YoY; FY2026 revenue guidance rose to $8.150B-$8.158B from $7.650B-$7.662B.

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Trade $TSEM pre-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$TSEM REPORTS Q2 BEFORE TOMORROW'S OPEN

→ Consensus is $454.68M in revenue and $0.73 adjusted GAAP EPS; Q1 revenue was $413.63M
→ Q1 gross profit was $111M and operating profit was $65M, up 52% and 96% YoY
→ Management's Q2 revenue guide was $455M ±5%, with $290M in Q1 customer prepayments and $1.3B of contracted silicon-photonics revenue for 2027

Focus areas include silicon-photonics demand, customer prepayments, 300mm capacity, margin progression and the record revenue guide.

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Trade $PLTR pre-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

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$PLTR REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $1.81B in revenue and $0.33 adjusted GAAP EPS, versus $1.63B and $0.33 in Q1
→ Q1 U.S. commercial revenue grew 133% YoY to $595M; U.S. government revenue grew 84% to $687M
→ Management's full-year 2026 guide was $7.650B-$7.662B in revenue, with U.S. commercial revenue above $3.224B

Focus areas include Q2 guidance versus consensus, commercial demand, Maven and Warp Speed, remaining deal value and billings.

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Ondas Defense names former Mossad Director David Barnea Global President and Chairman, with $ONDS up ~8% on the session.

Q2 results are scheduled for Aug. 13 at 8:30 a.m. ET, with Barnea overseeing global expansion across Aerial Security, ISR, Precision Strike and Autonomous Ground Systems.

Trade $ONDS volatility with a Vest Capital funded account and access up to $25k in trading capital.

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Into the open, $SPCX is down around 1.8%, with the stock near the bottom of its 52-week range and more than 50% below its June peak.

Short interest is roughly $25B, while Jefferies argues the selloff reflects a broader AI-valuation reset rather than company-specific governance concerns tied to Musk's control.

Trade $SPCX volatility with a Vest Capital funded account and access up to $25k in trading capital.

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$IREN is down close to 3% today, with Thursday's sharp rally partially retraced amid broader AI and crypto-linked selling.

About 85% of the more than $4B 2026 AI Cloud ARR target is under contract, with $2.8B in new agreements announced July 20. The $NVDA partnership is part of the pivot to AI cloud.

Convertible debt raises and dilution concerns remain part of the discussion, with shares swinging between roughly $33 and $40 over the past week.

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$MU is down around 3.2% on today's session, with sector-wide profit-taking reversing part of Thursday's sharp AI-memory rally.

Situational Awareness unwound its public-stock portfolio amid AI-position losses. Michael Burry expanded his $MU short around $880. Persistent DRAM and NAND shortages remain the fundamental counterpoint.

Trade $MU and broader semiconductor volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

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Trade post-earnings volatility with a Vest Capital funded account. Access up to $25k in trading capital at: https://t.co/cZtrPPfTNF

Vest Markets is a non-KYC, 24/7 equity perps platform that allows anyone to trade equity and crypto perpetual futures with up to 50x leverage.

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$COIN & $MSTR EARNINGS REPORT: TRADING & TREASURY ACCOUNTING

Revenue / EPS: Actual | Consensus.
→ $COIN: $1.22B / -$1.36 | $1.29B / -$0.44; transaction revenue $599M, subscription/services $555M, adjusted EBITDA $208M.
→ $MSTR: $122.4M / -$24.45 | $122.90M / -$2.19; $8.32B unrealized digital-asset loss, with 843,775 BTC held July 26.

$COIN is down around 12.2% and $MSTR is down around 5.6% on the session. Q3 $COIN subscription/services guide: $500M-$580M. $MSTR USD reserve: $3.75B.