SpaceX's post-IPO plunge sets tense backdrop for first earnings report

$PLTR Palantir will _DEMOLISH_ earnings tomorrow, and you can derive it by doing simple math.
Simple math that Wall Street didn't do, since their forecast is yet again way off.

Fair value: $336/share

I broke down the evidence in this video:https://t.co/SRgRJ4UFyV

— Emir M | Type-F Capital (@em013L) August 2, 2026

Opening line.
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Memo to Wall Street: Quit whining about the Federal Reserve. Your clients are paying you (a lot) to make judgments about risks and returns in real time, and it’s embarrassing when you complain now that Daddy Fed isn’t telling you how to do it. https://t.co/RDsvG6ghsG

— Jim Bianco (@biancoresearch) August 3, 2026

~20% of S&P 500 companies report earnings this week.

Biggest names and implied moves:

SNDK ~18.9%
PLTR ~11.4%
AMD ~9.7%
LLY ~7.5%
CAT ~7.3%
UBER ~7.0%
DIS ~6.4%
AMGN ~5.9%
MRK ~4.9%
MCD ~3.7%
PFE ~3.6%

We made a lot of moves last week and there are more coming.

Every single…

— NoLimit (@NoLimitGains) August 2, 2026