🚨 Alpha Pulse: Palantir (NASDAQ: PLTR) – Earnings Day Deep Dive Today is one of the most important days for Palantir investors. The company reports Q2 FY2026 earnings after market close (Aug 3). While many are calling it “Q3” because we’re already in the third calendar quarter, this is Palantir’s fiscal Q2 earnings release. (Business Wire) ⸻ Alpha Pulse Rating 🟢 Long-Term (5-10 Years): 9.8/10 🟡 Short-Term (Next 2 Weeks): High Volatility Expected post-earnings move from the options market is approximately ±10%. (Investopedia) ⸻ Why This Earnings Matters Palantir is no longer just a government contractor. It is becoming one of the largest AI Operating System companies globally. The market is trying to answer only one question: Can Palantir keep growing faster than AI expectations? Anythi
AI Selloff = Opportunity? My 2-Week Watchlist After going through the weekend news, recent AI selloff, upcoming Big Tech earnings and the next two weeks of catalysts, I’m not rushing to buy everything that dropped. My thesis: the AI trade is expanding beyond GPUs into the entire infrastructure stack: Compute → Memory → Networking → Optics → Data Centres → Power → Physical AI Here’s my current watchlist: SHORT PUT / happy to own if assigned: QQQ • GOOGL • ETN • MU • CEG I’m looking mainly at conservative OTM strikes rather than chasing high premiums. The goal is to collect premium OR acquire companies I want at a lower effective price. Short-term rebound watch: MU • COHR • CRDO • RKLB These have seen meaningful corrections, but I don’t currently see the underlying AI-infrastructure thesis a
🚨 Geopolitics + Inflation = Market Shakeout. Opportunity or Warning? Another rough session for tech investors: 📉 Nasdaq: -2% 📉 3x Semiconductor ETF: -10.43% 📉 NVDA: -3.73% 📉 AVGO: -5.12% Markets are facing three major headwinds at the same time: 🔹 Rising geopolitical tensions in the Middle East 🔹 Sticky inflation keeping rate-cut hopes uncertain 🔹 Elevated valuations after a strong AI-driven rally The key question isn’t whether volatility will continue—it probably will. The real question is: 👉 Are we seeing the start of a larger correction, or simply a healthy reset in a long-term bull market? Historically, periods of fear have often created the best opportunities for disciplined investors. Yet every major bear market also begins with investors saying, “It’s just a dip.” My current view: ✅
$iShares Silver Trust(SLV)$ Went in at the all-time high thinking momentum would continue, but the market had other plans. Sitting on a paper loss now, but this is where patience and discipline matter most. Instead of panic selling, I’m taking this as an opportunity to slowly average down and build my position over time. Short-term volatility is tough, but conviction and risk management are part of the journey. Sometimes the best lessons in investing come from surviving the red days and staying focused on the long game. Weekly reminder: markets test emotions before they reward patience.