August earnings season, four key themes are converging. ◾️ SpaceX delivers its first report card post-IPO. ◾️ AMD, NVIDIA: Can AI computing power demand continue? ◾️ Circle: How will stablecoin growth translate into revenue? ◾️ SanDisk: Can data center demand drive storage recovery? From the space economy to AI computing power, from stablecoins to data storage, here’s a one-image summary of August’s highlights