To The Moon

Following strong earnings from tech giants like Meta and Microsoft, investor sentiment is running high. This week, attention turns to a new wave of AI-driven growth stocks. Five companies — $Palantir Technologies Inc.(PLTR)$ , $SUPER MICRO COMPUTER INC(SMCI)$ , $Tempus AI(TEM)$ , $Upstart Holdings, Inc.(UPST)$ , and $AppLovin Corporation(APP)$ — are set to report their Q2 results.

These names represent different corners of the AI ecosystem — from infrastructure and enterprise software to healthcare, fintech, and digital advertising. Each stock comes into earnings with its own momentum, risks, and expectations. Who will deliver a blowout quarter? Who might disappoint?

📊 What to Watch This Week

$Palantir Technologies Inc.(PLTR)$

• Est. Revenue: $940M (+38.6% YoY) | Est. EPS: $0.139 (+55%)

• Palantir is expanding its AIP platform across the public and private sectors. But at 190x forward free cash flow, expectations are sky-high. Can Q2 results justify the premium — or will investors hit the brakes?

$SUPER MICRO COMPUTER INC(SMCI)$

• Est. Revenue: $6.01B (+13%) | Est. EPS: $0.44 (–29.5%)

• As a leader in AI server hardware, SMCI's top line could benefit from Blackwell GPU demand. But rising R&D costs and margin pressures loom large. Will it beat expectations or fall short?

$Tempus AI(TEM)$

• Est. Revenue: $297M (+79%) | Est. EPS: –$0.24

• Tempus is gaining traction in genomics and healthcare data, with key pharma partnerships in play. But with high burn and premium valuation, investors want to see signs of improving profitability and strong execution.

$Upstart Holdings, Inc.(UPST)$

• Est. Revenue: $226M | Est. EPS: $0.257

• Upstart has returned to profitability and is showing signs of recovery as loan originations pick up. With economic risks still lingering, will Q2 results support a sustained turnaround?

$AppLovin Corporation(APP)$

• Est. Revenue: $1.253B | Est. EPS: $2.018

• AppLovin has doubled down on AI adtech and moved away from gaming. With its AXON platform leading the charge, the market is watching closely to see whether the growth story still holds.

Which stock do you think will perform best after earnings?

💰 Event Rules

• Click to vote. Guess which stock do you think will perform best after earnings? If you get the correct answer, you may divide 500 Tiger Coins with other Tigers.

🎁 Extra Bonus:

• Reply and forward this post with your prediction and reasoning to receive 5 bonus Tiger Coins. We love hearing your take!

⏰ Event Duration

• From August 4 to August 7, 2025 at 04:00 SGT