Next week's US stock market earnings week on Aug 10: the two giants of optical communications, LITE and COHR, plus the 'little rocket' RKLB, and a bunch of semiconductors. Still waiting to see if the main theme story can continue.
My key focus areas are as follows:
Monday (August 10)
Pre-market
$CEVA(CEVA.US) CEVA (Wireless communication chip manufacturer)
$BARRICK Barrick Gold (Global top-tier gold mining leader)
After-hours
$Rocket Lab(RKLB.US) Rocket Lab (Space meme stock)
$Plug Power(PLUG.US) Plug Power (Popular meme stock in the hydrogen energy sector)
$Quantum Computing(QUBT.US) Quantum Computing (Hot quantum computing stock)
$AST SpaceMobile(ASTS.US) AST SpaceMobile (Space meme stock)
$Hims & Hers Health(HIMS.US) Hims & Hers (Remote healthcare meme leader)
Tuesday (August 11)
Pre-market
$Sea(SE.US) Sea Limited ('Little Tencent' of Southeast Asia)
$Tencent Music(TME.US) Tencent Music (Leading domestic online music platform)
After-hours
$Super Micro Computer(SMCI.US) Super Micro Computer (Big AI server bull stock, data center hardware leader)
$Coreweave(CRWV.US) CoreWeave (Popular AI compute rental company)
$Lumentum(LITE.US) Lumentum (Core manufacturer of optical modules and laser optics)
$Franco-Neveda(FNV.US) Fresnillo (Well-known global precious metals mining stock)
Wednesday (August 12)
Pre-market
$Trimble(TRMB.US) Trimble (Leader in surveying, navigation, and industrial hardware)
After-hours
$Cisco(CSCO.US) Cisco (Global network equipment and communications giant, switch leader)
$Coherent Corp.(COHR.US) Coherent (Core manufacturer of optical communications and laser equipment)
$Cerebras(CBRS.US) Cerebras (Niche hardcore AI company specializing in AI-specific wafer chips)
$Enovix(ENVX.US) Enovix (Popular tech stock for next-generation silicon battery energy storage)
Thursday (August 13)
Pre-market
$Applied Materials(AMAT.US) Applied Materials (One of the four leaders in semiconductor equipment, etching and deposition equipment giant)
$JD.com(JD.US) JD.com (Leading domestic e-commerce retail giant)
$Melco Resorts & ENT(MLCO.US) MGM China (Leader in Macau gaming and entertainment)
Which one are you planning to call?
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