Today after the close Nvidia (NVDA) will report its Q3 earnings. The options market is implying about a $14 move tomorrow or ~7% in either direction which is basically inline with the four-quarter average one-day …
Continue reading
Today after the close Skyworks Solutions (SWKS), a semiconductor company that gets more than a third of its revenues from Apple iPhones in one way shape, or form will report fiscal Q4 results. The options …
Continue reading
Back on Sept 20th, I laid out a near-term bearish thesis for shares of Amazon.com (AMZN): Amazon… is up 21% on the year, interestingly a tad less than the Nasdaq composites’ 23% ytd gains, and …
Continue reading
For the better part of the last year, I have been bearish on U.S. Treasury yields (rolling call spreads read here), and until very recently that has been the right view. In a post on …
Continue reading
Square (SQ) will report its Q3 results today after the close. The options market is implying about a 9% move in either direction which is rich to the 8% average one-day post-earnings move over the …
Continue reading
Today after the close Match.com (MTCH) the parent of dating app Tinder will report Q3 earnings. The options market is implying about 12.5% in either direction which is actually below the four-quarter one-day post-earnings move. …
Continue reading
Today after the close Shake Shack (SHAK) will report Q3 results. The options market is implying about an $8 one day move tomorrow, or about 9.5% in either direction. While that seems like a hefty …
Continue reading
