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Big week for AI infrastructure names. Super Micro and CoreWeave both report Tuesday, and they're about as pure a read on AI capex as you can get right now.
Palantir already showed its hand last week: 93% revenue growth, stock ripped higher on the print. The question is whether that was a Palantir story or an AI infrastructure story. SMCI and CoreWeave answer that. Clean beats and the "AI trade is back" narrative gets legs. Misses and people start asking if the whole capex cycle is getting ahead of demand.
Also worth watching: SpaceX's insider lockup just opened up, over 900 million shares now eligible to sell. Not earnings exactly, but it's the same theme, supply meeting a market that's been running hot.
Anyone playing SMCI or CRWV into the print, or sitting this one out?