The Tech Setups Loading Up Before Earnings Season Hits

Q2 earnings kick off in three weeks, and the setups are lining up.

A power-chip specialist tied to a next-gen GPU ramp, a cyber resilience name riding the AI attack wave, and a search platform repositioning as core AI infrastructure.

Here's where you can add before the crowd shows up.

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Analog Semiconductors

The Power-Chip Play Ahead of the Rubin Ramp

Monolithic Power Systems (NASDAQ: MPWR) makes the power management chips that sit inside Nvidia's data center accelerators, and that socket is about to matter more, not less.

Every AI GPU needs a small army of these chips around it, and MPWR owns the highest-value slot.

Where the story turns

Nvidia's next-gen Rubin platform starts shipping in volume later this year, and MPWR's content-per-GPU is expected to step up meaningfully vs. Blackwell.

The Street hasn't fully baked that into estimates.

Consensus for FY26 revenue sits near $2.5B, but the mix shift toward higher-value power modules could push gross margins back toward the 55%+ range MPWR posted before the ASIC noise hit last year.

Why now

Q2 results land in early August, and that's the window. If bookings from hyperscaler ODMs come in ahead of plan, the setup rerates fast. Shares have been chopping in a tight range while peers like ON Semi and NXPI have found a floor. Insiders haven't been sellers.

The play: Build a starter position ahead of the Q2 earnings print (early August), with room to add on any pullback into the low end of the range.

Risk is soft consumer/industrial commentary dragging the print, but AI power is the story that matters here.

Data Security

The Cyber Resilience Name Built for the AI Attack Wave

Rubrik (NYSE: RBRK) sells what enterprises want right now: the ability to detect, isolate, and recover from ransomware in hours instead of weeks.

If AI is making cyber attacks faster, the defense has to be faster too. The pitch is landing with enterprise buyers, and it's about to land with the Street.

The demand shift

Palo Alto's Nikesh Arora spent his last earnings call arguing that AI makes cyber more urgent, not less. Rubrik's numbers back him up.

Subscription ARR has been running above 40% YoY, and net dollar retention has been holding above 120%. Those are the two lines that matter for a growth-stage cyber name still burning cash to grab share.

What's coming

Rubrik reports fiscal Q1 in early September, but the summer conference cycle usually surfaces contract wins and partnership announcements ahead of the print.

Federal cyber spending is picking up again, and Rubrik has been building out a real government book of business over the last few quarters.

The play: Treat this as a growth compounder, not a value stock. Trim into strength, add on any pullback tied to a broad SaaS de-rating.

The catalyst chain is the September fiscal Q1 earnings print, with conference-driven news between now and then.

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Enterprise Search AI

The Search Platform Turning Into AI Infrastructure

Elastic (NYSE: ESTC) built its business on log search and observability, but the company has spent the last two years repositioning as one of the essential picks-and-shovels plays for enterprise AI.

Vector search and retrieval-augmented generation are now baked directly into the core Elasticsearch platform.

Why the setup looks tight

RAG is how enterprises actually deploy large language models without hallucinations, and Elastic is a default choice for the vector database layer.

Cloud revenue has been running near 25% YoY, and GenAI use cases now come up on nearly every earnings call. The stock, however, has lagged the broader AI infrastructure trade badly, trading well off its 52-week high.

The catalyst

Fiscal Q1 lands in late August. Management guided cautiously last quarter, which is exactly the kind of low bar that creates asymmetric earnings surprises. Federal deal timing and cloud consumption trends are the two lines that could move the print.

The play: Initiate at current levels and add on weakness ahead of the August report. If AI-driven cloud growth accelerates the way pipeline commentary suggests, this rerates back toward its old peer multiple.

The bear case is a softer read on enterprise IT spending, which the June jobs miss doesn't help.

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