$Oklo Inc (OKLO.US)$ $Oklo Inc (OKLO.US)$ If the materials are thin from here until the financial results, the stock price may tend to stay flat.When grip strength weakens, I always reconfirm the future number of Datacenters and tightly hold onto OKLO stocks.In the future, the enormous increase in demand for Electrical Utilities can be attributed to the rapid growth of Datacenters, and it can even be said that the power for Datacenters is becoming excessive.As of March last year, the number of Datacenters in the USA exceeded 5,800, boasting the largest scale and number in the world, and it is expected to increase by about 1.5 times by 2030.If the increased demand in the future is met with reactor power generation, for large-scale Datacenters in the "Data Hall" class, it's between 35MK to 50MK, but current reactors are in excess supply from 500MK to 1GW. Moreover, Datacenters cannot be built just in numbers, but OKLO "Aurora" has two types of 15MK and 50MK, allowing for unit expansion according to Datacenter size, and being compact and underground, it's easy and safe to construct, with low costs and low selling electricity prices being its greatest advantages.In the future of Datacenters...

$Toast (TOST.US)$ The earnings report will be released the day after tomorrow morning Japan time. Recently, it has been gradually trending upwards while raising the bottom line, which is quite good! It seems like there will be an expectation for the earnings report during trading hours, but I might wait until the close to enter. Last year's Q4 should have had strong sales-related indicators. With the excitement around the presidential election, domestic consumption has generally been good, which is still fresh in memory. If the earnings predictions land near those strong consumer bases, even with an EPS growth of 183% year-on-year, I think it might rise relatively well. Anyway, I hope we can clear the earnings report without any major mistakes.Toast 🍞.. it's unrelated, but I prefer rice for dinner and bread for breakfast.TOST holders, let's all cheer for toast together!

$Vistra Energy (VST.US)$ The earnings report is finally next week.Since the deep shock, even though there was some recovery, a gust of wind from tariff concerns caused S buying to flow into sectors like finance, Crediting, food, and Health Care, which are distant from tariffs, leading to VST remaining flat.The results of the VST earnings are unknown until the lid is lifted, but the USA's electrical consumption in 2024 is expected to rise by more than 2% compared to the soft consumption in 2023.Whether a stock will soar or plummet after the earnings report depends on its comparison with Financial Estimates, but if it clears the not-so-high Financial Estimates, the focus will be on an EPS increase of 283% year-on-year, and there are hopes that it will ride the upward trend again.The earnings report for ANET, which was severely impacted by the Deep shock, is today, while NVDA's earnings report is the day before the VST report. The results may show a certain degree of recovery in the Electrical Utilities stocks.If the Datacenter stocks rebound, I expect the electrical and infrastructure stocks will also experience a trend change.

$Royal Caribbean (RCL.US)$ After a long adjustment, the rise in this year's financial results has also begun.Currently, a total of 982 tours are available for reservation, including those early next year, with settings not limited to North America but also including Asia, Oceania, Caribbean, and QITABANKUAI, and they are evenly set every month.With a robust economy as the backdrop, steady sales are expected, but good factors include the addition of two new ships last year increasing the number of settings and the expected decrease in fuel heavy oil costs due to increased Petroleum production.When compared to the previous year, in terms of financial results, sales will naturally increase and costs will decrease, leading to an expectation of higher EPS and results each time. This year, the double expectation starts from here!Probably can go.

$Toast (TOST.US)$ Earnings report is near. The previous earnings report focused too much on the initial turnaround after the first black turnaround, leading to a lengthy correction, but it finally seems to be on an upward trend. This Candlestick has shown significant changes before and after the black turnaround. Continuing profitability and further growth is likely a positive aspect. The recent rise is seen as an expectation for earnings growth.Consumer spending was strong in Q4, so the numbers should be good. Reflecting that, recently, Credit, food, supermarkets, and related fintech sectors are also performing well. Concerns about tariffs have gathered Buy interest, creating a favorable situation in various aspects.I am tracking the movements after the long holiday. I rely on you.

$Axon Enterprise (AXON.US)$ The Earnings Reports are next week. Last November's Earnings Reports skyrocketed, leading to a long consolidation, but this year it has finally returned close to the all-time high in a good trend.This time, there might be something special included in the calculations, so the Financial Estimates for EPS are quite conservative, making the hurdle lower.Earnings Reports under the stress of a long adjustment period may skyrocket like PLTR, so there are high expectations. If there is even a slight upward trend before the Earnings Reports, it will be pursued up to the budget limit!The EPS for Q2 Earnings Reports is set higher, so if this is cleared, it should lead to further progress, making the desire to take profits and re-invest until the end of the year strong.

$Oklo Inc (OKLO.US)$ SMR will announce its financial results early on February 27, and I think the stock price movements after the announcement will gauge expectations for micro reactors.Both SMR and OKLO are of course in the red, with operational targets set for SMR in 2029 and OKLO in 2027, which is still some time away. I'm very curious about how SMR will navigate the financial results considering it had to abandon construction at a national lab in Idaho in 2023 due to rising construction costs, and how the stock price will move!Conditions vary greatly, so it cannot simply be applied to OKLO's financial results, but if the stock price is rising based on evaluations other than revenue and expenditure, then expectations for OKLO's financial results can be held high!Is it the progress of the plan, the number of advance contracts, the progress of approvals, or simply the extent of the deficit?What will the market focus on to determine? The prelude to OKLO's financial results is of great interest!

$BWX Technologies (BWXT.US)$ It's currently decreasing, but the earnings report is approaching.It's generally categorized as a defense Sector stock, but it's also an Energy Sector stock, however, it dropped further due to Trump's statement about halving defense spending.In this condition, even if the earnings report is good, it probably won't soar, so it might be faster to just miss and go down to the Bollinger Band -2σ.The reactor stocks that hadn't fully recovered from the Deep Shock seem to be on the verge of bouncing back. It would be nice if they could lead as reactor fuel stocks. Well, it should come around sometime.

$Arista Networks (ANET.US)$ Amidst an upward trend, ANET has been wavering due to the Deep Seek shock, but earnings reports are coming soon.The recent decline in stock prices is due to S selling, but L and Large are maintaining their positions.Currently, since the Deep shock, S has been moving away from Datacenter AI, circling around the domestic consumption Sector due to tariff concerns with import and export stocks, but with each Sector stabilizing, there's a return to high-tech. Evidence of this is that NASDAQ is also returning to near its peak, and the Datacenter flag stock NVDA has been on an upward trend this past week.With the decline of Friday's Retail Indicators, there are expectations that a return to Datacenter stocks will come soon.ANET's financial estimates are likely to exceed the previous period with zero short and long-term borrowings. The recent surge in CLS’s earnings report should still be fresh in the memory of S. Whether it soars or falls after the earnings report depends heavily on timing and sentiment at that moment, but as the fervor from the Deep shock begins to fade, I believe the backdrop has sufficiently prepared itself!This is certainly a situation to consider for bridging the earnings report...

$Howmet Aerospace (HWM.US)$ Due to Trump's statement about reducing defense spending, traditional fighter aircraft defense stocks like Lockheed and Boeing have fallen significantly, but defense system stocks like PLTR and PANW, as well as stocks involved in diverse industries, are definitely strong.Indeed, HWM's broad developments in the defense, aerospace, Energy, and commercial aviation sectors are supporting the stock price. In particular, the engine Components for the aerospace sector and Trump’s favored Natural Gas turbines are expected to lead the stock price going forward! Yesterday's strong earnings report had no movement at all, which was a bit worrying, but it's a steady type that will gradually rise later. This straight Candlestick also provides a sense of security! I believe it’s a solid product with an 80% confidence by the end of the year, so I'm adding more.