Weekly Earnings Thread 8/3 - 8/7

u/OSRSkarma · Reddit — r/wallstreetbets · July 31, 2026 at 18:55 · ⬆ 45 pts · 💬 41 comments  | View on Reddit ↗
AI Summary

Summary

  • Earnings week is framed as a high-risk "minefield" that could swing Nasdaq 5% either way; overall sentiment leans bearish with "speedrun to Wendy's" implying retail losses.
  • Key earnings discussed: SPCX (terrible earnings expected, contrarian call-buying vs. crash debate), Sandisk (binary double-or-crash), Whirlpool (bearish crash hopes).
  • Notable disagreement: SPCX has the clearest divergence — top comment (+13) bets on calls despite "dog shit" earnings, while others predict a crash and lock-up-driven sell-off.
AI Summary

Summary

  • The thread is heavily focused on upcoming high-volatility earnings, specifically for meme and tech stocks like SPCX, SNDK, PLTR, and AMD.
  • There is a pervasive fear of "sell the news" events, where companies beat EPS estimates but still experience massive double-digit percentage drops.
  • Notable consensus exists around SPCX pumping before a Thursday share unlock, and PLTR following its historical pattern of dumping despite an earnings beat.
Score 45
Comments 41
Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
The most-upvoted comment says SPCX will post "dog shit earnings" but that "calls are the way"; another comment sarcastically worries about a pump. Bad news is heavily expected, so a contrarian long-via-calls setup emerges — if earnings are already priced in, a surprise pop becomes possible. Buy calls into terrible earnings expecting a paradoxical pump. Counter-comments predict "spcx crash then stock sell-off when it unlocks" and zero chance of a pump.
r/wallstreetbets community Reddit community discussion
Community says Sandisk "will either double or go to a 100" — a binary outcome around earnings. A genuinely uncertain binary setup implies an outsized move; waiting for the initial reaction avoids guessing the wrong side. Let earnings guide direction rather than pre-committing. No directional consensus exists; the comment explicitly allows both a double and a drop.
r/wallstreetbets community Reddit community discussion
A commenter explicitly says "Wanna see Whirlpool crash again," suggesting a repeat of a prior post-earnings collapse. A historical crash pattern makes WHR vulnerable to another earnings-driven sell-off. Lean short into Whirlpool earnings. Only a single comment (+5) — no other users validated the bearish call.
r/wallstreetbets community Reddit community discussion
AMD is reporting earnings on Tuesday. There is strong community conviction that AMD will post excellent numbers and gap up significantly. Go long on AMD through earnings for a double-digit percentage gain. General market weakness or a "sell the news" reaction could drag it down.
r/wallstreetbets community Reddit community discussion
Datadog is reporting earnings this week. Users are projecting a massive 20% upside move following the earnings call. Buy DDOG ahead of earnings to capture the anticipated post-call surge. High expectations could lead to a steep drop if guidance is soft.
r/wallstreetbets community Reddit community discussion
Palantir has a strong historical tendency to fade earnings beats throughout the trading day. Retail anticipates an EPS beat, which will cause a premarket spike, providing an optimal entry for a short position before the open. Short PLTR at the open following a premarket earnings pump, targeting a significant intraday fade. The stock could sustain its premarket momentum and trap short sellers.
More from Reddit — r/wallstreetbets

This Reddit post, published July 31, 2026, features r/wallstreetbets community discussing SPCX, SNDK, WHR, AMD, DDOG, PLTR. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: SPCX, SNDK, WHR, AMD, DDOG, PLTR