July 27, 2016 by Dan • Trade Ideas

Event: Facebook (FB) reports Q2 results tonight after the close. The options market is implying about an 6% one day move tomorrow (above last quarter’s 8% implied move), which is shy to the 4 qtr average …

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July 27, 2016 by Dan • Commentary

The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen.  Yesterday it was announced that Analog Devices (ADI) is making a near $15 …

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July 26, 2016 by Dan • Trade Ideas

Earlier I offered a preview of Twitter’s (TWTR) Q2 results due after the close (here).  My long bias for the stock has been consistent (and wrong) since early 2015. At some points though, usually before …

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July 26, 2016 by CC • Trade Ideas

Earlier, Dan did a deep dive on Apple (AAPL) prior to tonight’s fiscal Q3 earnings report. He also reiterated our feelings on how we view (and be careful about) trading into and out of earnings events in his Morningword. With …

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July 26, 2016 by Dan • Trade Ideas

Event: Twitter will report their Q2 results tonight after the close.  The options market is implying about an 11% one day post earnings move, which is a tad rich to the 4 qtr one day average move …

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July 26, 2016 by Dan • Trade Ideas

Event: Apple (AAPL) reports their fiscal Q3 results tonight after the close. The options market is implying about a 4% move in either direction*, which is shy to the average of about 5.5% over the …

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July 25, 2016 by Dan • Trade Ideas

Event: Texas Instruments (TXN) reports their Q2 results tonight after the close. The options market is implying about a 3.5% one day move tomorrow, which is shy of its 4.35% average over the last 4 …

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July 25, 2016 by Dan • Trade Ideas

Event: Gilead (GILD) reports their Q2 results after the close, the options market is implying about a 4.5% one day post earnings move tomorrow, which is inline with their 4 quarter one day average move …

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