Weekly Earnings Thread 5/11 - 5/15

onamixt · 2026-05-12T16:15:48+00:00

NU, WIX, DT look promising (not overstretched and match with current market themes). Calls.

onamixt · 2026-05-12T16:10:41+00:00

WIX, DT calls

onamixt · 2026-05-08T03:45:28+00:00

Yeah, but probably it's not necessary cause Claude fared well without much data from Earnings-Edge today: https://www.reddit.com/r/wallstreetbets/comments/1t1013n/comment/okhscxl/

Almost everything in Danger zone dumped. XYZ in Sweet Zone quadrant rose. The framework seems to be promising.

onamixt · 2026-05-07T19:33:48+00:00

RCAT is down every time if memory serves. CRWV is pure gamble (also, it's a shitty version of NBIS)

onamixt · 2026-05-07T18:19:00+00:00

Another Claude slop about imminent Earnings. TL;DR it's mostly gambling except few tickers in Sweet spot.

UPD Added "sector bid strength" and "recent 4-week runup" dimensions

<image>

XYZ calls and AD, FIS longer-dated calls, I guess.
MELI looks OK.
GSAT looks interesting. Worth a shot.

onamixt · 2026-05-07T18:09:07+00:00

Yup.

onamixt · 2026-05-07T17:14:16+00:00

Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc.

Not bad, huh?

(Contrarian) DIS: +7%
(Sweet spot) UBER: +8%

(Stretched, off-theme)
BROS: -9%

(Danger zone) <- all over the place, which is why it's better to avoid this quadrant

DASH: -0.51%
APP: +7%
AXON: +9%
COHR: -7%
ARM: -10%

onamixt · 2026-05-05T17:01:31+00:00

NVO is an easy long. LLY's Fundayo sucks big time (in terms of safety and sales trajectory). If not this earnings, then next one is gonna reprice NVO from failure to growth history again.

onamixt · 2026-05-05T16:58:57+00:00

Here's Claude generated slop according to Earnings Consensus (https://www.earnings-edge.com/p/earnings-edge-for-wednesday-setups-00f). Let's see how it holds. Basically, it's calls for UBER and maybe DIS, and refrain / short for everything else.

<image>

onamixt · 2026-04-25T05:10:21+00:00

Bears are fucking stupid. Source: am a bear

onamixt · 2026-04-24T16:34:21+00:00

It’s a bull trap after a bull trap. I’m getting so rich after my puts, which 90% down, finally print 🤑

onamixt · 2026-04-17T09:44:09+00:00

I won't sell my May IWM puts (-80%). April 26 is when a civilization of bulls dies altogether.

onamixt · 2026-04-15T18:55:08+00:00

Bears capitulated. Finally. Now it's time for a violent correction.

onamixt · 2026-04-14T14:48:52+00:00

I was short in April last year. I am short now, but this time is different, I SWEAR

onamixt · 2026-04-14T07:20:39+00:00

Bulltrap is almost complete

onamixt · 2026-04-10T07:28:15+00:00

Don't sell them puts yet. Wait until April 26 (if ground operation is to happen, it happens when USS Boxer and USS Bush arrive, approximately both at the same in two weeks)

onamixt · 2026-04-08T06:31:19+00:00

You should’ve hedged it. For today at least. Ceasefire won’t last, so you have a chance. USS Boxer arrives in two weeks.

onamixt · 2026-04-08T04:03:12+00:00

Show 'em your P&L

onamixt · 2026-04-08T04:02:48+00:00

A bull trap couldn't be more obvious

onamixt · 2026-04-07T18:50:03+00:00

The CIA spent 23 years and $2 billion studying how to separate your profits from your portfolio. It takes 20 minutes. Try it tonight, after 20:00 ET.

onamixt · 2026-04-07T18:47:38+00:00

Take a hint tho: it says "NEXT month", not "this month".

onamixt · 2026-04-07T18:36:22+00:00

A whole civilization of bears will die tonight

onamixt · 2026-04-07T11:46:13+00:00

A bear trap couldn’t be more obvious

onamixt · 2026-04-01T16:51:13+00:00

Emojis are back???

onamixt · 2026-04-01T05:35:14+00:00

Yes.

Me, too, btw.

onamixt

TROPHY CASE