On Monday Apple (AAPL) will hold their annual World Wide Developers Conference with a Keynote by CEO Tim Cook at 1pm est. Under the Steve Jobs regime, prior to his passing in 2011, investors came to …
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Yesterday we previewed Salesforce’s (CRM) Q1 earnings release and detailed a couple of ways to play for a move higher (depending on conviction) as well as a bearish/hedge put spread. The stock is higher today, …
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Salesforce.com (CRM) is scheduled to report their fiscal Q1 results tonight after the close. The options market is implying about a 4.75% move in either direction or about $6, which is very rich to the …
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Since the U.S. financial crisis in the late 2000s it feels like the following quote could have been read at one point in every year since 2010: “Shares of Deutsche Bank (DB) made a new …
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Two days ago we previewed Paypal’s (PYPL) analyst day and detailed a mildly bullish call calendar for those looking to sell the expected move into the event itself to finance a more aggressively bullish view …
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Yesterday I had some commentary about Micron’s (MU) earnings disclosures back in March, their announcements on Monday at their annual analyst day and the stock’s reaction to the news over the last couple months (read …
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Back on March 22nd Micron (MU) reported their fiscal Q2 results and the stock sold off 8% the next day despite printing a modest beat and raise with an optimistic commentary. MU was trading just …
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Hewlett Packard Enterprises (HPE) will report their Q2 results tomorrow after the close. The options market is implying about a 5.5% one day move following results, which is shy of its 6.5% average over the …
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Earlier this morning I had the following to say about Applied Material’s (AMAT) reaction to last night’s earnings and guidance: Just last week I waded back into the SMH pool on the short side: Given …
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Last summer in early August when the U.S. Dollar (DXY) was trading at two-year lows we considered the implications for emerging market equities and debt: Well I was a little early on the short EEM trade …
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