TMAD Weekly: PLTR Earnings and Top 10 Picks for the Week

$PLTR

May 04, 2026

∙ Paid

Hi everyone,

Welcome to our weekly market prep. This week (May 4–10, 2026), markets are entering the first full week of May with major U.S. indices near or at all-time highs, driven by strong corporate earnings and a tech/AI rally, though tempered by elevated oil prices from Middle East tensions. We have some data this week as well:

Tuesday: JOLTS job openings.
Wednesday: ADP private payrolls.
Friday: Nonfarm payrolls (consensus ~175K added), unemployment (~4.1%).

We also have bunch of earnings. Some notable ones we will look at this week and post levels and GEX analysis:

Today: PLTR 0.00%↑

Monday letter: AMD 0.00%↑ SHOP 0.00%↑ ANET 0.00%↑

Tuesday letter: APP 0.00%↑ ABNB 0.00%↑

Wednesday letter: COIN 0.00%↑ CRWV 0.00%↑ COIN 0.00%↑

Some of the crypto related names reporting this week, we posted flow in today’s letter ($MSTR, $HUT, $IREN).