Neza Molk @Nezatron: "𝟓 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐈'𝐦 𝐖𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐓𝐡𝐢𝐬..."

Slovenia

𝟓 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐈'𝐦 𝐖𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 👇📊 Earnings season is here and this week is one of the busiest of the year. Five names stood out to me. Here is what I will be watching 👇 𝐓𝐞𝐬𝐥𝐚 $TSLA (Tesla Motors, Inc.) reports Wednesday after close. Q1 deliveries came in at 358k, below expectations, and the stock is down ~13% since the start of the year. The debate remains whether this is a struggling EV company or an AI and robotics story in transition. The call will matter more than the numbers. I will be watching automotive margins, which show how much profit Tesla actually makes on each car sold, and any update on Cybercab and Optimus. 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐄𝐱𝐩𝐫𝐞𝐬𝐬 $AXP (American Express CO) reports Thursday before open. Card spending grew 9% compared to the same period last year and the stock is down ~12% since January despite solid fundamentals. BofA already reported 6% card spending growth in Q1, which sets a reasonable floor for Amex given its wealthier customer base. The key metric is billed business growth, which simply measures how much money people are spending on their Amex cards. That is what moves this stock. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰 $NOW (ServiceNow Inc) reports Wednesday after close. The stock is down nearly 50% from its peak while revenue is still growing ~21% compared to last year. US government orders collapsed 72% in Q1 and the company is in the middle of a major AI pivot. ServiceNow sells software that helps large companies automate their internal operations. Either this is a significant buying opportunity or the transition is messier than it looks. I will be watching contracted future revenue, which shows how much business is already locked in for the coming months. That number will tell us whether demand is holding up. 𝐔𝐧𝐢𝐭𝐞𝐝𝐇𝐞𝐚𝐥𝐭𝐡 $UNH (UnitedHealth) reports Tuesday before open. Earnings are expected ~8% below last year as elevated medical costs weigh on results. The bar is low and the stock has already pulled back significantly. The government recently raised reimbursement rates for Medicare Advantage plans for 2027, which provides some relief. The key number to watch is the medical loss ratio, which measures the percentage of premiums the company spends on actual healthcare. The lower it is, the more profitable the business. 𝐆𝐄 𝐕𝐞𝐫𝐧𝐨𝐯𝐚 $GEV (GE Vernova LLC) reports Wednesday before open. The AI trade runs on electricity and GEV sits at the center of that theme. The company entered 2026 with a $150B order backlog, meaning $150 billion worth of confirmed future work already on the books, up over 50% in four years. The stock has gained ~200% in the past year. Expectations are high, but the demand story is clear. Data centers need power and grids need upgrading. I will be watching margins in the power division and whether new orders keep coming in at the same pace. I am watching $AXP and $GEV most closely given my positions in both. $NOW is the wildcard of the week. 𝐖𝐡𝐚𝐭 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤?👇 Trade safe! 🙏 Nezatron

Not investment advice. The author may have financial interests in the mentioned instruments.