@Shyon:I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report. For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger. As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market,

@Barcode:$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

@Shyon:I believe $Apple(AAPL)$ results show that demand isn't the problem—supply is. AI is driving massive investment in advanced chips, memory, and packaging, and it's becoming clear that these resources can't expand overnight. As more capacity is allocated to AI infrastructure, consumer devices could face tighter supply and higher costs. I'm not overly worried about Apple in the long run. Its strong pricing power, supplier relationships & cash flow give it clear advantages over most competitors. I think Apple is better positioned than smaller hardware companies to secure supply, even if margins face some short-term pressure. I'll be watching TSMC's capacity expansion, memory pricing, and whether other consumer-tech companies report similar shortag

@koolgal:🌟🌟🌟 $Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days.  It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots. You can say that Tesla's car side makes up the vast majority of its revenue.  However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers. Which side am I on? I am on the side of the bank account.  Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition. Calling Tesla a purely AI company is a little too early as it is in its first stage of AI grow

@DiAngel:I started my National Day celebration a week earlier. This morning left for Perth for Cape to Cape walk. Took photos at Changi Terminal 1 & Bufferfly Garden at Terminal 3. This air ticket was 1/3 paid by company for my contribution to Korea customer that I went in Mid-May.  I didn't expect myself to be in Perth as my initial plan was to Germany & Italy for 2.5 weeks. This trip was deferred 2x. I think it might materialise in Mid-Sept. [Chuckle]   My travelling spree is finally back again. I stopped travelling 2020-2023. Passport paid by company. Dec 2024 - Shanghai team building. Mar 2025 - Almaty. May - Korea, Aug - Perth then Sept/Oct - Germany, South Tyrol , Naples & Milan. @1PC