Up and down fluctuation ± 17%! Next week, the big financial reports of 9 AI technology stocks are coming, with a list of key data: Monday, August 10th 1. Rocket Lab RKLB Wall Street expects a loss of approximately $0.06 to $0.08 per share this quarter, which is slightly less than last year's loss. Revenue is expected to be between 230 million and 236 million US dollars, with a year-on-year increase of about 60%. The company previously stated that its revenue was between 225 million and 240 million yuan, with a gross profit margin of approximately 33% to 40%. Everyone is mainly focused on whether the space system business can continue to make money, whether the testing progress of the Neutron rocket can catch up with the end of the year, how many orders are still in hand, the number of launches, and the status of new contracts. The options market feels that it may fluctuate up and down by 14% to 17%, which is quite strong. If the income slows down or the project slows down, the stock price may fall. If the guidance awesome is added with good news, there will be opportunities to soar. Tuesday, August 11th 2. CoreWeave CRWV It is expected that there will still be significant losses this quarter, with a potential loss of around $1.22 per share, as production capacity is still being aggressively expanded. Revenue is expected to be $2.55 billion, more than doubling year-on-year. The key is to see how much real money can be converted from the 99 billion backlog of orders, how well the AI data center is built, how much money is spent on expansion this year, how many new large orders are signed, and whether the cash flow will be suppressed by debt. The option implies a fluctuation of approximately 15.5%. Slow accumulation and digestion, or spending too much money, can hinder progress. If both revenue and guidance exceed expectations, the stock price can soar. 3. Micro computer SMCI Expected earnings per share of 0.68 to 0.96 US dollars, a significant year-on-year increase. Revenue of $11 to $11.6 billion, almost doubled. The company just updated that its revenue can reach 11 to 12.5 billion yuan, with a gross profit margin of 15% to 17%, and a backlog of orders exceeding 60 billion yuan. Focus on whether AI servers sell smoothly, whether money can be transferred easily, whether competitors can compete, and whether production capacity can keep up. This type of AI server stock fluctuates greatly. If there are problems with execution or tight cash flow, it will be troublesome. If both gross profit margin and backlog are good, there is a chance to increase. 4. Lumentum LITE It is expected to earn $2.62 to $3.03 per share, which can increase several times year-on-year. Revenue is approximately 989 million to 1.01 billion US dollars, doubling year-on-year. It mainly depends on whether the demand for optical modules, especially those related to AI, is strong, how the gross profit margin is, and what will be said for the next quarter and the whole year. Wednesday, August 12th 5. Nebius NBIS disk front It is expected to be a loss, with a loss of approximately $0.53 to $0.70 per share. Revenue ranges from $545 million to $592 million, with a year-on-year increase of four to five times. The key factors to consider are whether the AI cloud business is growing rapidly, whether the year-end ARR target can reach 7 to 9 billion, how well the data center is built, the need to spend 20 to 25 billion to expand production capacity this year, and the progress of GPU deployment. High growth AI cloud stocks, if expanding too aggressively or not making money, will face pressure, but if growth and guidance are hard, they can soar. 6. Cisco CSCO Expected earnings per share are around $1.17, up around 18% year-on-year, with the company stating a range of 1.16 to 1.18. Revenue of 16.8 to 16.85 billion US dollars, the company said 16.7 to 16.9 billion, a year-on-year increase of about 15%. Focus on whether AI related orders can continue to explode, how well network and security products sell, whether gross profit margins and profit margins are stable, and how the annual guidance is. If AI orders fall short of expectations, they will be soft, but with strong AI contributions and good guidance, they can be sustained. 7. Coherent COHR Expected earnings per share of $1.62, up more than 60% year-on-year. Revenue increased by 30% year-on-year from 1.99 billion to 2.03 billion US dollars. The company initially reported revenue of 1.91 to 2.05 billion yuan, with a per share ratio of 1.52 to 1.72 and a gross profit margin of 39% to 41%. The main focus is on the shipment and price of 800G and 1.6T optical modules, the demand for AI data centers, and whether the production capacity can keep up. Optical stocks have large fluctuations, possibly up or down by more than 10% to 15%. If the price drops too fast or the demand is weak, the shipment and guidance will rise awesome. 8. Cerebras Systems CBRS It is expected to be a loss, with a loss of approximately 0.17 to 0.19 US dollars per share. Revenue ranges from $191 million to $194 million, the company previously stated it would be around $194 million. Pay attention to whether the gross profit margin of the core business can reach 36% to 38%, how much it will lose, whether the backlog of orders can be converted into revenue quickly, the progress of cooperation with OpenAI and AWS, and whether the annual revenue can reach 855 million to 865 million. The newly listed AI hardware stocks are volatile, with fluctuations ranging from 10% to over 15%. If customers are too concentrated or conversion is slow, it will be troublesome. If the backlog is well digested and guidance is firm, it can be cleared. Thursday, August 13th 9. Application Material AMAT Expected earnings per share range from $3.36 to $3.46, with the company stating around $3.36, representing a year-on-year increase of over 30%. The revenue is approximately 9 billion US dollars, and the company says it is around 8.95 billion, a year-on-year increase of about 23%. The key lies in whether semiconductor equipment, especially AI advanced processes, sell well, whether the gross profit margin is stable at 50%, how far the backlog can be seen, and whether the equipment business can increase by more than 30% throughout the year. The semiconductor equipment stock is relatively stable, with a range of approximately 5% to 10%. The capital expenditure cycle will be soft, but the demand for AI will be strong enough to sustain it.