Event: Texas Instruments (TXN) reports Q4 results tonight after the close. The options market is implying a little less than a 3.5% one day post earnings move, which is a little rich of the 4 qtr average …
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Event: Texas Instruments (TXN) reports Q3 results tonight after the bell. The options market is implying about a 4% one day post earnings move, which is essentially in line with the 4 qtr avg one …
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Event: Intel (INTC) reports Q3 results after the close. The options market is implying about 3.25% one day post earnings move which is shy of the 4 quarter average one day post earnings move of 4.2%, and slightly …
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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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Following the announcement of the largest deal ever in pharma stocks yesterday we discussed the potential for tax inversion m&a to hit the tech space (Trade Idea – ARMH: An ARM and a Leg), as that seems …
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Last night on CNBC’s Fast Money we had a brief discussion of the Pfizer Allergen merger agreement announced earlier that day. While there is little overlap in products, lots of cross selling and cost cutting …
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Three of the largest stocks on planet earth (AMZN, GOOGL & MSFT) are gapping up 10% this morning, gaining more than $100 billion in market cap in a flash. What strikes me is that in …
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It’s hard to find many tech stocks that have performed as admirably in 2015 as Ambarella (AMBA) has with 130% year to date gains. The company makes video compression and image processing semiconductors that go into …
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A week ago we made a bearish trade in Texas Instruments (TXN) based on what we felt was waning momentum, poor technical set up, weakening fundamentals with the potential for a guide down on their …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was June 22nd to June 26th:
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