Posted by kingpin15 on 3rd of Sep 2026 at 03:15 pm
forward growth is negative at (1.3%) NTM revenue and
(12.2%) NTM EPS, the worst profile in the table’s history, and a
cheap multiple has not protected the stock, with four of the last
six reactions negative including (8.6%) on a 0.1% beat at 10.0x
last quarter, (18.6%), and (19.8%). The reaction has tracked beat
size, with the lone big gain of the last two years, +9.6% at Q3’26,
coming on a 16.8% beat, while thin beats were sold. Positioning
offers fuel but the estimate trajectory offers no floor, and the
8.3% implied move has been exceeded in four of the last six
quarters.
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Intel (INTC) 15K Oct. 2nd
AMD, INTC strong, stood out yesterday
Posted by kingpin15 on 9th of Sep 2026 at 11:58 am
Intel (INTC) 15K Oct. 2nd (W) $115 calls buying here 3.55 to 3.65
LOL
KLAR Short Now Buy Back Later ?
Posted by kingpin15 on 9th of Sep 2026 at 11:38 am
LOL
LULU eps on deck
Posted by kingpin15 on 3rd of Sep 2026 at 03:15 pm
forward growth is negative at (1.3%) NTM revenue and (12.2%) NTM EPS, the worst profile in the table’s history, and a cheap multiple has not protected the stock, with four of the last six reactions negative including (8.6%) on a 0.1% beat at 10.0x last quarter, (18.6%), and (19.8%). The reaction has tracked beat size, with the lone big gain of the last two years, +9.6% at Q3’26, coming on a 16.8% beat, while thin beats were sold. Positioning offers fuel but the estimate trajectory offers no floor, and the 8.3% implied move has been exceeded in four of the last six quarters.
rumors it may the SPX
BE nice - from last night's newsletter and one of you guys gave it to me yestrday
Posted by kingpin15 on 3rd of Sep 2026 at 02:33 pm
rumors it may the SPX inclusion name....
liking the DPZ look, tight.
PZZA / DPZ ... PZZA got some nice divergences too ...
Posted by kingpin15 on 3rd of Sep 2026 at 08:43 am
liking the DPZ look, tight.
taco into weekend coming
Posted by kingpin15 on 2nd of Sep 2026 at 02:32 pm
PBJ showing tight consolidation -
Posted by kingpin15 on 2nd of Sep 2026 at 01:19 pm
CTVA is top holding making new highs, pure play agg name
chart link
very, showed tremendous rs last
spot looking good
Posted by kingpin15 on 2nd of Sep 2026 at 12:59 pm
very, showed tremendous rs last few days with market weak.
GEV at the 200d looking to bounce back
Posted by kingpin15 on 2nd of Sep 2026 at 08:54 am
BOIL acting better....nice chart Steveo
UNG ... Got rejected at resistance again ...
Posted by kingpin15 on 1st of Sep 2026 at 06:58 pm
BOIL acting better....nice chart Steveo
great updates on these.
McClellan Oscillators closed below their lower BB's
Posted by kingpin15 on 1st of Sep 2026 at 06:55 pm
great updates on these.
Nov calls from yday working bigly
MRNA bouncing off bottom coil trendine
Posted by kingpin15 on 1st of Sep 2026 at 06:18 pm
Record 94.7x multiple, three straight
PANW
Posted by kingpin15 on 31st of Aug 2026 at 02:45 pm
Record 94.7x multiple, three straight post-beat declines in re PANW
Moderna (MRNA) 1200 November $165
MRNA bouncing off bottom coil trendine
Posted by kingpin15 on 31st of Aug 2026 at 10:12 am
Moderna (MRNA) 1200 November $165 calls bought $14.25 to $14.75 this morning
GTX an ABC style pullback @matt?
Posted by kingpin15 on 27th of Aug 2026 at 03:03 pm
sell the rips...
WEAT is still strong
Posted by kingpin15 on 27th of Aug 2026 at 11:00 am
sell the rips...
rounded bottom look this am
FLNC
Posted by kingpin15 on 27th of Aug 2026 at 10:10 am
rounded bottom look this am FLNC....
everyone bullish oil again....it seems.
OIL to 100
Posted by kingpin15 on 20th of Aug 2026 at 03:56 pm
everyone bullish oil again....it seems.
in ERY with ya
XLE ... we'll see where this close, but it's shaping ...
Posted by kingpin15 on 20th of Aug 2026 at 03:44 pm
in ERY with ya
Great explaination why gold broke out.
Posted by kingpin15 on 20th of Aug 2026 at 03:43 pm