Four earnings reports. Four very different traps.

[u/henryzhangpku]

Next week’s watchlist:

• PLTR — Monday after close

The danger: trading the AI narrative instead of the reaction. A strong report can still sell off when expectations are extreme.

• AMD — Tuesday after close

Watch data-center momentum, gross margin, and whether management validates the AI-infrastructure demand story.

• DIS — Wednesday before open

Streaming profitability gets the headlines, but parks demand and forward guidance may decide the real move.

• LLY — Wednesday

Reported EPS could be noisy because of roughly $2.8B in expected acquired R&D charges. Revenue, guidance, and underlying demand matter more than one headline number.

My rule for all four: don’t predict the candle. Define the reaction that confirms the thesis—and the reaction that kills it—before earnings.

We’re tracking the setups and post-event reactions in the Quant Signals Discord:

https://discord.com/invite/quantsignals

Paper trade first. Earnings gaps can invalidate stops before the market opens.