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$Figma(FIG.US) Figma reported Q 2 2026 revenue of $370 million, marking a 48 % year-over-year increase alongside its first full quarter of AI credit monetization. The company achieved a net dollar retention rate of 136 % for paid customers with over $ 10,000 in annual recurring revenue and raised its full-year revenue outlook to a range of $ 1.463 billion to $ 1.467 billion.On a non-GAAP basis, gross profit totaled $314 million, up 40% year over year, and gross margin reached 85%, improving 2.5 percentage points sequentially. Non-GAAP operating income was $36 million, representing a 10% operating margin. Free cash flow was $53 million, or a 14% margin. Melwani said the company’s annual Config user conference, which drew more than 10,000 community members in San Francisco during the quarter, affected both operating income and free cash flow. Increased AI inference costs were also the largest driver of the year-over-year change in free cash flow. The company seems to be on a recovery mode as it seeks to be consistent on its earnings post IPO, and it is no surprise that the stock currently still trades way below its IPO price, though it remains to be seen whether it has the potential to grow faster in the future. @Captain's Treasure

$Netflix(NFLX.US) In the first half of this year, Netflix delivered two numbers that do not quite match: combined revenue for the first two quarters was approximately $24.81 billion, up 14.7% year-over-year; during the same period, member viewing exceeded 97 billion hours, but grew by only 2%. A rough calculation dividing total revenue by total viewing hours shows that Netflix's "revenue per hour" increased by about 12.5%. Users didn't watch much more than last year, but the money Netflix collected from every hour of viewing increased noticeably.In 2025, Netflix's revenue grew by 16%, its operating margin rose from 26.7% to 29.5%, and paid memberships surpassed 325 million. For 2026, the company expects revenue to grow by 13% to 14%, operating margin to rise to 31.5%, and full-year operating profit to grow by more than 20%. Second-quarter revenue grew by 13.4%, and third-quarter guidance slowed further to 11.7%. This is not a recession. Netflix is simply stepping out of rapid user expansion into a mature growth stage: revenue growth is stepping down, but profits are still growing faster. And that's why I'm not panicking. The market is sleeping on Netflix. Yes, there are more and more platforms offering the same services as Netflix, but Netflix remain the leader in its industry and the data still supports that. @Captain's Treasure

$Oracle(ORCL.US)Burry re-entered a direct short position on Oracle around $145 per share. Oracle shares previously jumped toward $350 during last year's AI rally before pulling back significantly over growing market concerns about data center debt burdens. While Oracle's future contract backlog grew 363% over the past year, Burry remains skeptical about its long-term financial path. He previously called Oracle's large spending strategy "a Homeresque own goal by a modern deity," arguing that the software firm took on unnecessary financial risks to chase cloud growth. Oracle's roughly $130 billion net debt has historically been a "red flag" for investors wary of aggressive capital allocation and the situation is now becoming more complicated, as cloud infrastructure providers dramatically increase capital spending to support the AI boom while the returns from those investments become ever more uncertain.

Meanwhile, Oracle's rising spending is putting pressure on its financial position. Net interest expense is gradually increasing, while free cash flow has fallen deeply into negative territory despite strong operating cash flow. Although operating income remains sufficient to cover higher borrowing costs and capital expenditures could theoretically be reduced, the market is growing more concerned about how long Oracle and its peers will need to maintain exceptionally high levels of spending to compete in the AI race. @Captain's Treasure

$Palantir Tech(PLTR.US) Palantir investors had been waiting for their own change of fortunes around earnings reports. In recent quarters, strong results haven't always translated into higher share prices, largely due to expectations that seemed almost impossible to satisfy. This time around, however, Palantir produced results that proved difficult for the market to dismiss. Its recent report showed revenue jumping 93% year-over-year to about $1.94 billion, while U.S. commercial revenue surged 149%. Management raised its full-year outlook as well, providing further evidence that businesses are spending heavily to bring Palantir's AI technology into their operations. Goldman analyst Gabriela Borges sees considerable promise in Palantir's AI opportunity as well, although her enthusiasm comes with more reservations. The analyst believes "the key to unlocking stock outperformance" will be how much of the growing enterprise AI budget Palantir can win as customers broaden their use of different models. Borges believes Palantir's ability to help enterprises put AI into everyday use could prove particularly valuable. However, investors may still remain cautious over investing in Palantir due to its ridiculously high p/e ratio compared to its peers, which is definitely understandable. Nonetheless, I am sure most of us holders are just glad to see Palantir finally getting some love after sliding for months and stagnating at 120 price range. @Captain's Treasure

$Meta Platforms(META.US) Meta was ordered to pay $567 million and implement sweeping changes to Facebook and Instagram for young users after a New Mexico judge ruled the company contributed to harming children’s mental health and safety. New Mexico state Judge Bryan Biedscheidruled that Meta created a “public nuisance” in the state, Reuters reported. The judge sided with Attorney General Raúl Torrez in a lawsuit accusing the social media giant of designing Facebook and Instagram in ways that encourage excessive use among young people while failing to adequately protect them from sexual exploitation. As part of the ruling, Meta must pay $567 million and comply with a five-year court order requiring significant changes to how its platforms operate for minors in New Mexico. The decree requires Meta to impose monthly limits on teens’ use of Facebook and Instagram, restrict engagement-driven notifications and tighten controls on contact between adults and minors. It also mandates additional safeguards for AI chatbots interacting with young users and enhanced review procedures for reports involving child sexual abuse. @Captain's Treasure

$Celsius(CELH.US) Celsius reported Q2 2026 revenue of $817.9 million, up 10.6% year over year, while GAAP diluted EPS fell to $0.14 from $0.33. Alani Nu and the addition of Rockstar Energy lifted portfolio sales, but lower CELSIUS brand revenue, a narrower gross margin and distributor termination fees weighed on profitability. Revenue growth outpaced gross profit growth, with gross profit rising only 3.4% as promotional activity, incentives and channel mix reduced gross margin. GAAP operating income also included $80.9 million of distributor termination fees.CELSIUS brand weakness: Revenue for the namesake brand fell 11.7%, while retail sales declined 2%. The timing and extent of distribution-space gains from SKU optimization remain important to its recovery. Continued margin pressure: Promotions, channel mix and aluminum inflation reduced gross margin by 340 basis points. These pressures could continue to offset integration, freight and purchasing efficiencies. Uneven portfolio performance: Alani Nu is providing substantial growth, but CELSIUS and Rockstar posted retail declines. Sustained portfolio growth depends on improving weaker brands while maintaining Alani Nu’s momentum. I'm looking to add to the dip, but will definitely let go once I'm in profit. @Captain's Treasure

$SPDR Gold Shares(GLD.US) Gold rose more than 2% on Wednesday to a one-month high as hopes of a U.S.-Iran peace deal tempered some inflation concerns, while investors awaited key U.S. jobs data for clues on the Federal Reserve’s policy path. President Donald Trump said his administration had “very good discussions” with Iran during all-day negotiations on Tuesday, fuelling expectations of an imminent end to the five-month conflict. “There are increasing signs of a Gulf ceasefire deal, which means Treasury yields are moving lower on easing inflation worries, which helps make non-yielding assets like gold more attractive,” said Jamie Dutta, a market analyst. The U.S. dollar remained under pressure, making greenback-priced metals more attractive to holders of other currencies, while yields on the benchmark 10-year U.S. Treasury note fell to a one-week low. Gold tends to lose its appeal in a high interest-rate environment despite its status as an inflation hedge, as it yields no interest. Traders are now pricing in a 59% probability of a September rate hike, down from 67% a day earlier. Moreover, I don't think Gold will gain too much with a rate hike still very likely by the end of the year. Still, having precious metals in your portfolio could help to hedge against AI bubble risks. @Captain's Treasure

$Palantir Tech(PLTR.US)Palantir reported results for 2026 with revenue of $1.94B and diluted EPS of $0.41, driven by robust commercial and government demand and higher customer penetration versus the prior-year quarter. Revenue growth was broad-based: Q2 revenue was $1.9B (+93% YoY) and H1 totaled $3.6B (+89%), supported by expanded customer adoption and upsells. Channel mix balanced between government (52% of H1 revenue) and commercial (48%), with U.S. customers representing about 80% of H1 revenue.

Platform momentum continued with rapid deployment of AIP to commercial and government customers, complementing Foundry, Gotham and Apollo offerings. Operational metrics showed high gross margins (85–86%) and a contribution margin near 74%, reflecting scalable delivery and cost control. Customer base expanded to 1,049 from 849 year over year, and average revenue from the top 20 customers rose 67% YoY, indicating deeper enterprise penetration. Citi raised their Target Proce for Palantir after a magnificent quarter, from 200 to 245, while maintaining their Buy rating. I will be looking to take partial profit because I believe the risk to reward ratio has hit my expected levels. @Captain's Treasure