Next week's financial season will be replayed: SpaceX, AMD, Plantir, Moody and West

Next week, on 2 August, the market will receive a series of well-regarded corporate financial statements. Monday: Palantir. As one of the most visible criteria previously driven by the wave, the ability of Palantir to increase its performance at a rate commensurate with its current high-level valuation would directly reflect the colour of the AI application. Investors will focus on the expansion of government contracts with business clients, the progress of the AIP platform landing and whether the year-round guidelines have been revised upwards. In the recent past, there has been considerable stock price volatility and a higher rate of post-fiscal volatility is expected. Tuesday: AMD with SpaceX. Among them, AMD's financials will be the top of the line. Following the positive signal released last week by the storage chip giant, AMD's performance will become the “windbeam” for the continued heat of the demand for the AI chip. And SpaceX will publish the first financial paper since it was launched, and two days after it was released (6 August), as many as 911.5 million shares will be released and the largest single share in the history of the United States will be released from flood peaks, constituting a liquidity stress test for SpaceX and NASDAQ. Wednesday, LLY.US, NVO.US, SNDK.US, WDC.US. The first two financial statements, published in advance, will open up the latest battle in the market for diets. And the SNDK.US, Western Data, will have a direct impact on the memory mood. Moody ' s previous expectations of large fluctuations in the storage needs of AI have led the market to expect that its revenues and profits will benefit from enterprise-level SSD and HBM-related requirements. Western data focus on the balance between HDD and flash operations and the continuity of data centre storage requirements。