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👉 The Bull Market Lives On: And It Doesn’t Look Like It’s Stopping Anytime Soon 🐂
👉 S&P 500’s 2025 Stars: Palantir and GE Vernova 📈
👉 Snowball Analytics: Elevate Your Returns Today 💵
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”
The Bull Market Lives On - And It Doesn’t Look Like It’s Stopping Anytime Soon
Over 82% of the 169 S&P 500 companies that have reported earnings so far have exceeded Wall Street’s earnings expectations, per FactSet data.
Strong company fundamentals, including a stable inflationary rate, interest rates set to fall, and rising earnings, are all factors that are supporting the ongoing bull market.
Not only that, but recent U.S. agreements with Japan and Indonesia, along with a probable deal with the EU, have investors optimistic for the future of the market.
This week over 150 S&P 500 companies are set to report earnings.
Here’s a list of some notable companies:
Tuesday:
Visa
Spotify
Starbucks
Paypal
SoFi
Wednesday
META
Microsoft
Robinhood
Thursday
Apple
Amazon
Mastercard
As always, the earnings summaries of the companies inside our Profit Zone Premium portfolio, along with some notable ones above, will be posted inside our community The Profit Academy.
If you want access, along with the stocks we’re buying, my watchlists, one pager deep dives and more, click here to join for less than what you’ll spend on dinner tonight.
Learn from this investor’s $100m mistake
In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.
One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.
Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.
Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
S&P 500’s 2025 Stars: Palantir and GE Vernova
Palantir Technologies $PLTR ( ▲ 0.11% ) : +111% YTD
Palantir, a leader in AI-powered data analytics, has had quite the rally in 2025, rising more than 110% this year alone.
The company builds software, including platforms like Gotham and Foundry, that aid governments and corporations analyze large datasets for enhanced decision-making.
Palantir generates almost 60% of its total revenue from government contracts, more specifically the U.S. military, and the rest being from commercial clients.
The rally in 2025 stems from a solid Q1 earnings and even better Q2 forecast.
In Q1 2025:
US Revenue grew +55% Y/Y and +13% Q/Q to $628 million
US Commercial Revenue grew +71% Y/Y and +19% Q/Q to $255 million
US Government Revenue grew +45% Y/Y and + 9% Q/Q to $373 million
Total Revenue grew +39% Y/Y and + 7% Q/Q to $884 million
Major contracts secured by Palantir also helped fuel investor confidence, thereby boosting the share price.
GE Vernova $GEV ( ▲ 0.22% ): +90% YTD
GE Vernova is a global energy company dedicated to electrifying and decarbonizing the world through its three main segments: Power, Wind, and Electrification.
The Power segment provides technologies for gas, nuclear, hydroelectric, and steam power generation.
The Wind segment focuses on onshore and offshore wind turbines.
The Electrification segment includes grid solutions for electricity transmission and distribution, power conversion technologies, electrification software with AI-driven insights, and solar and storage solutions.
Up 90% so far 2025, GE Vernova has benefitted from the AI-driven energy demand surge, as data centers, which are becoming increasingly popular, require massive amounts of power.
The companies stock price has nearly 3x’d over the past year alone (275% return) highlighting it’s important role in powering AI infrastructure.
Q1 2025 earnings were solid:
Total orders of $10.2B (8% growth)
Revenue of $8B (11% growth)
Net income of $300M and net income margin of 3.3%
Adjusted EBITDA of $500M
Cash from operations of $1.2B (+$1.6B)
Free cash flow of $1B (+$1.6B)
The company recently became profitable in 2024 and is now growing at an astronomical rate.
Why They’re Thriving in 2025
The common thread among Palantir and GE Vernova is their alignment with the AI boom.
Palantir’s analytics platforms and GE Vernova’s energy solutions are critical to AI infrastructure and building our future as it continues to shape into an AI powered society.
Strong earnings, strategic contracts, and market tailwinds like increased defense spending and data center expansion have had a significant impact on its share price growth.
However, high valuations for Palantir and market volatility for energy stocks like GE Vernova are risks you should be aware about.
If you’re considering buying these companies, you should weigh the long term potential against short term volatility.
The goal is to build your foundation of assets so large that they work for you around the clock and make more money than you can with your time.
— #THE DIVIDEND DOMINATOR (#@TheAlphaThought)
11:55 AM • Jul 20, 2025
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