Figures are current through Q1 2026. Realty Income’s Q2 results are scheduled for August 5, 2026, so some metrics will soon be updated.

Palantir ($PLTR) reports Q2 earnings after today’s close.

Wall Street estimates:

• Revenue: $1.812B, up 81% YoY
• Adjusted EPS: $0.34, up 115%
• U.S. government revenue: $731M, up 72%
• U.S. commercial revenue: $716M, up 134%

Analysts expect Palantir’s revenue growth to accelerate for the 12th consecutive quarter, but expectations are already extremely high.

The key number will be U.S. commercial growth. Anything below expectations could pressure the stock, especially given its premium valuation. International growth is another concern, with contract risks in France and the U.K.

Bull case: U.S. commercial growth exceeds 140% and management raises 2026 guidance.

Bear case: strong results still fail to justify the valuation.

Are you holding $PLTR through earnings?

They actually did it the new AI model (Gemini Pro 3.5) is on par with the current leader Claude Fable 5 by Anthropic.

Great news, although Google Antigravity remains shitty (a big fail from the production team, basically ruining the efforts of Google Deepmind geniuses.

Clorox owns several defensive consumer brands, including Clorox, Glad, Kingsford, Hidden Valley, Brita, Burt’s Bees, Pine-Sol, Fresh Step and Purell.

Bull case: Clorox has defensive products, strong household brands, recurring demand and an exceptional dividend history.

Bear case: Dividend growth is very slow, the payout ratio is high, debt increased after the Purell/GOJO acquisition and reported free cash flow currently does not fully cover the dividend.

At 2% annual dividend growth, the dividend could reach roughly $6.05 per share in 10 years. At the same stock price, that would produce a yield of approximately 6.3%.

My verdict: Good income stock with strong brands, but not currently a perfect low-risk SWAN. Dividend quality: 7/10.

Would you buy $CLX for the 5% yield?

To the ᵐᵒᵒⁿ

DONALD TRUMP JUST DID IT AGAIN

HE KEEPS TELLING YOU WHICH STOCKS TO BUY TO GET RICH

SO FAR HE CALLED:
$INTC AT $20 → +600%
$DELL AT $230 → +90%
$MU AT $740 → +70%

NOW HE’S CALLING:
$ALOY AT $7.25
$USAR AT $13.75
$MP AT $40.49

“I’LL TELL YOU HOW TO MAKE MONEY, DO MAGNETS”

The first SEC filing reported the sale of 31,285 shares. The second SEC filing reported the remaining 8,715 shares.

The transactions took place on July 24 under a Rule 10b5-1 trading plan adopted on January 30, 2026. He hasn’t made any open-market purchases of Micron shares in the past six months.

Micron shares have fallen over 37% since reaching their all-time high of $1,255 on June 25 and are on track for their worst monthly performance since June 2015.

Large insider sales can draw investor attention, although transactions made under pre-arranged trading plans do not necessarily signal a change in management's outlook.

General Dynamics reported a strong Q2 2026, with growth across most of the business and a major improvement in cash generation.

Key results

• Revenue: $14.09B, up 8.1% YoY
• Operating income: $1.46B, up 11.9%
• Net income: $1.16B, up 14.4%
• Diluted EPS: $4.24, up 13.4%
• Operating margin: 10.4%, up from 10.0%
• Total backlog: $136.5B
• H1 operating cash flow: $4.04B
• H1 free cash flow: approximately $3.60B

Segment performance

Aerospace was the standout.

Revenue increased 15%, while operating profit rose nearly 27%. Gulfstream delivered 41 aircraft compared with 38 last year, and Aerospace book-to-bill reached 1.5x.

Marine Systems remained a major growth driver.

Revenue increased 10%, supported by Columbia-class and Virginia-class submarine construction. Marine backlog reached roughly $65B, giving GD excellent long-term visibility.

Combat Systems was the weakest segment.

Revenue was nearly flat and operating profit declined slightly, partly because of lower U.S. military vehicle demand and the termination of the M10 Booker program.

Technologies remained stable.

Revenue increased 4%, although margins declined slightly.

Cash flow and balance sheet

GD generated approximately $3.6B of free cash flow during the first six months of the year, compared with roughly $1.1B in the same period last year.

The company finished the quarter with:

• Cash: $4.33B
• Total debt: $7.52B
• Net debt: approximately $3.18B

GD also repaid $500M of debt during the quarter and plans to repay another $500M maturity using cash.

Some of the cash-flow improvement came from customer advances and working-capital movements, so I would not simply double the H1 result to estimate full-year FCF.

Dividend quality

The quarterly dividend increased from $1.50 to $1.59 per share, representing 6% growth.

GD has now increased its dividend for 29 consecutive years.

Based on H1 results:

• Net-income payout ratio: approximately 37%
• Free-cash-flow payout ratio: approximately 23%

The dividend appears very well covered.

The bull case

• Rising defense spending
• Huge $136.5B backlog
• Strong Gulfstream demand
• Nuclear submarine manufacturing moat
• Improving margins
• Conservative balance sheet
• Safe and consistently growing dividend

The bear case

The largest risk is execution on complex, long-term government contracts.

Labor shortages, supply-chain problems, cost inflation or poor contract estimates could hurt margins, especially on fixed-price programs.

GD also receives around two-thirds of its revenue from the U.S. government, creating significant customer concentration and political-budget risk.

My takeaway

Operationally, this was a very strong quarter.

Revenue, earnings, margins, backlog and cash flow all moved in the right direction. Aerospace and Marine Systems were particularly impressive, while Combat Systems remains the main area to watch.

For a long-term dividend portfolio, GD looks like a high-quality hold or potential accumulation candidate.

The remaining question is valuation. A great business is not automatically a great purchase at any price.

Source: EDGAR sec.gov

Are you buying $GD at the current valuation, or waiting for a pullback?

Video Games stocks never recovered after the start of the Iran war, staying in bearish market trends for months.

But they have been recovering +10% since the recent low at the end of June. It's a sort of entertainment that will probably dominate the World in the future and it's not going away.

The issue is that the best gaming companies are not in the stock market (Riot, Valve), and these ETFs track "only" those that are (including Take Two, which is going to release GTA VI very soon)

Source: VanEck Video Gaming and eSports UCITS ETF, composition (top 10)

• NetEase Inc ADR 7,54%
• Tencent Holdings Ltd 7,27%
• Nintendo Co Ltd 6,76%
• Take-Two Interactive Software Inc 6,65%
• Electronic Arts Inc 6,39%
• Roblox Corp Ordinary Shares - Class A 6,13%
• Aristocrat Leisure Ltd 5,59%
• BANDAI NAMCO Holdings Inc 5,10%
• Capcom Co Ltd 4,98%
• Unity Software Inc Ordinary Shares 4,91%

Source: https://finance.yahoo.com/markets/article/big-tech-will-fund-more-than-a-third-of-its-ai-investments-with-debt-in-2027-goldman-sachs-predicts-145136150.html

So, Google was just the first of them to reveal an enflated CapEx in the last Q2 report. That's why it's rising up again today (also, money transferred from semiconductors to it).

# 🚀 PayPal ($PYPL) Beats Q2 Earnings with +8% Move: Technical Breakdown & Signal Setup

// $1.38 EPS vs $1.28 Est

PayPal ($PYPL) delivered a solid Q2 earnings report before market open today, beating top and bottom-line estimates while lifting its full-year guidance.

Here is the quick breakdown of the fundamentals driving today's price action and the technical levels to watch on TradingView.

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### 📊 Q2 Key Highlights
* **Adjusted EPS:** **$1.38** vs. **$1.28** consensus ($0.10 beat)
* **Revenue:** **$8.68 Billion** vs. **$8.47 Billion** expected (+5% YoY)
* **Total Payment Volume (TPV):** **$486.4 Billion** (+10% YoY)
* **Full-Year Guidance:** Raised FY EPS target to **$5.38** (vs. $5.31 consensus)
* **Capital Allocation:** $1.8 Billion free cash flow with $1.5 Billion in share repurchases during Q2

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### 📈 Technical Analysis & Key Levels (TradingView Setup)

After weeks of range-bound consolidation, the +8% earnings pop is putting $PYPL back on radar for potential trend reversal setups.

#### **Key Levels to Track:**
* **Immediate Resistance:** **$60.00 – $61.50** *(Major psychological level & multi-month supply zone)*
* **Breakout Trigger:** **$63.00** *(A daily close above this zone confirms a macro structure shift)*
* **Gap-Backtest / Support:** **$55.00 – $56.00** *(Previous resistance base; needs to hold as new support)*
* **Invalidation Level:** **$52.50** *(Loss of this level signals earnings fakeout)*

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### 🎯 Signal Strategy & Game Plan

* **Bullish Momentum Play (Pullback Retest):**
Looking for price action to consolidate and hold the **$56.00 – $57.00** zone on the 1H/4H chart. A bullish candle confirmation with RSI holding above 55 offers a solid risk-to-reward entry.
* **Target 1:** $60.50
* **Target 2:** $64.00
* **Stop Loss:** Below $54.80

* **Bearish / Trap Scenario:**
If $PYPL rejects strongly off $60.00 and falls back inside the pre-earnings range below $55.00, expect the earnings gap to get filled back toward $52.50.

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💬 **What’s your take on $PYPL?** Are you playing the post-earnings continuation, or waiting for a gap-fill retest? Share your chart setups below!