Since reporting calendar Q3 results in the last week or so, Apple (AAPL), Alphabet (GOOGL), Amazon.com (AMZN) and Facebook (FB), the stocks have lost between 5 and 10%. That is equal to nearly $200 billion in …
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Update – Facebook (FB) Earnings Ideas
Last Friday and then again yesterday we previewed Facebook’s (FB) Q3 results. We also detailed some trade ideas for those long the stock or those inclined to initiate a new long position into the print, but with …
Continue readingFacebook (FB) Q3 Earnings Ideas
Event: Facebook (FB) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move tomorrow, which is shy of the average over the last 4 quarters …
Continue readingFacebook (FB) Pokes
Event: Facebook (FB) reports Q3 results on Wednesday November 2nd after the close. The options market is implying a little less than 6% one day move, which is equivalent to about $23 billion in market capitalization. The stock …
Continue readingMorningWord 10/28/16: Nasdaquiri
Yesterday in this space I did a little compare and contrast between expectations into Amazon.com (AMZN) and Alphabet’s (GOOGL) Q3 earnings due out last night (here). In a nutshell, I emphasized: AMZN is likely the one …
Continue readingAlphabet Soup – GOOGL
Earlier we highlighted the implied move in the options market (along with a few other fun facts) for Alpabet’s (GOOGL) Q3 results due out after the close. The options market is predicting about a 5% …
Continue readingMorningWord 10/27/16: Nasdaq’s Basket of Soar-ables
Alphabet (GOOGL) and Amazon.com (AMZN) report Q3 results tonight after the close. Their combined market capitalizations are nearly $1 trillion, almost 20% of the weight of the Nasdaq 100 (NDX). The two companies have gained …
Continue readingMorningWord 10/6/16: Fear and Loathing in San Francisco
Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
Continue readingEBAY – Partying Like it’s 1999
Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
Continue readingOK GOOGL – Fitter, Happier, More Productive
Today Alphabet (GOOGL) introduced their (kind of) much anticipated digital assistant, called Assistant to compete with Amazon’s (AMZN) Alexa/Echo products. The company also introduced a line of Google designed and branded smartphones that will compete …
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