$NVIDIA (NVDA.US)$ $Eli Lilly and Co (LLY.US)$ $Netflix (NFLX.US)$ $Southwest Airlines (LUV.US)$
Source: Tipranks

$Taiwan Semiconductor (TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

Palantir $Palantir (PLTR.US)$
Forecast for Q3 2023:
・Revenue:553 million to 557 million dollars
・Adjusted operating profit:135 million to 139 million dollars
・GAAP net profit
Forecast for the full year 2023:
・Sales Guidance:$2,212 billion (or more)
・Adjusted profit:$576 million (or more)
・On a GAAP basis, net profit is expected for each quarter
(The data in this post is taken from the official website, so for your reference.)