Noteworthy Points

1. AMD and SPCX Report Earnings After the Close on 8/4 (Tuesday)

Given that both ARM and INTC delivered earnings beats, AMD, as the leading competitor in the same space, is unlikely to post numbers inferior to those two. Furthermore, AMD's post-earnings price movement will likely have a knock-on effect on ARM and INTC (sector-linked co-movement).

2. SPCX: High Growth Potential, But Two Near-Term Wildcards

While SPCX possesses extremely high growth potential, two factors warrant attention:

• On 8/6 (two trading days after earnings), $116 billion in locked-up shares will become eligible for sale — the potential selling pressure should not be overlooked;

• On 8/3, Elon Musk echoed a follower's view on X that "this is a once-in-a-lifetime buying opportunity" — a bullish sentiment signal.

These two factors represent one bearish and one bullish force, heightening the directional battle.

3. Nonfarm Payrolls Data Released on 8/7

The monthly nonfarm payrolls report is a major macro variable that could influence Fed rate-cut/hike expectations, thereby driving volatility across the broader market and individual tickers.

⚠️ Educational sharing, not investment advice.