Youtube·2025-10-31 11:00Group 1: AMD - AMD is expected to report Q3 earnings on November 4, with projected earnings climbing 27% to $1.17 per share and revenue rising 28% to $8.75 billion [2][3] - Analysts are optimistic about AMD due to strong demand for AI GPUs and a recent deal with OpenAI, as well as a significant AI chip deal with Oracle [3][4] - The stock has seen a substantial increase, nearly 40% above the 50-day moving average, indicating strong market interest [7][11] Group 2: Robinhood - Robinhood is set to report Q3 earnings on November 5, with earnings expected to rise 215% to $0.54 per share and revenue projected to jump 90% to $1.21 billion [15][16] - Key metrics to watch include transaction-based revenue and average revenue per user, as well as growth in new areas like prediction markets and cryptocurrency [15][16] - The stock has increased over 280% this year, reflecting strong growth and profitability since its transition from a meme stock [16][18] Group 3: Palantir - Palantir is scheduled to report Q3 earnings on November 3, with earnings anticipated to rise 70% to $0.17 per share and revenue expected to increase 50% to $1.092 billion [29][30] - The company is focusing on strong commercial and government revenue growth, particularly in its AI platform, and has formed high-level partnerships, including one with Nvidia [30][31] - Palantir has experienced several quarters of accelerating revenue growth, making it a significant player in the AI sector [31][33] Group 4: Spotify - Spotify is expected to report earnings on November 4, but has been in a downtrend and trading below key moving averages [45][46] - The company is undergoing a leadership change, which may impact its performance and investor sentiment [46] Group 5: Shopify - Shopify is also due to report on November 4, having recently broken out of a cup base but facing volatility [47][48] - The company has benefited from its partnership with OpenAI, but current trading conditions suggest caution for new investors [48] Group 6: Qualcomm - Qualcomm is set to report earnings on November 5, with recent news of producing its own AI chip boosting investor interest [49][50] - The stock has experienced a gap up but is currently drifting lower, indicating potential volatility ahead of earnings [50] Group 7: DoorDash - DoorDash has struggled after a recent breakout attempt and is trading below the 50-day line, indicating weakness in its chart [56][57] - The company has shown strong growth historically, but current market conditions may pose challenges [57] Group 8: Uber - Uber is building a flat base with a buy point of $101.99, but has faced choppy trading conditions [72][73] - The company has good fundamentals, but external factors could impact its stock performance [73][74] Group 9: Hims & Hers Health - Hims & Hers Health has seen a sharp sell-off and is currently trading below the 200-day line, indicating significant volatility [81][82] - The company has strong growth potential, but the stock's erratic behavior raises concerns for investors [82][85]