Too Washed Out - Earnings Setups of Note for Next Week: Palantir, Roblox, Snap, Uber, Reddit, Amazon, ARM, PayPal, Google, AMD, Disney, Chipotle, Affirm, IREN, Super Micro, and Atlassian

We’ll have our regular daily posts with Setups for ALL reporters next week, but I wanted to highlight some of the larger / more interesting names as we head into the weekend.

Please use these Setups to identify places to add or lighten up if your fundamental conviction aligns.

First, summary relative performance:

Now the individual names:

Palantir (PLTR) - Look how far that earnings multiple has fallen… oh wait that’s sales

Roblox (RBLX) - Biz going away due to vibe coding but age verification overblown