@treejep

Full Time Trader. I treat twitter as my trading diary and a place to keep my notes.

Joined March 2009
  • Tweets10.2K
  • Following170
  • Followers667
390Media
#earnings for the week of October 26, 2026 earningswhispers.com/calweek $MSFT $GOOGL $INTC $AMZN $SNDK $SOFI $HOOD $SKHY $NOW $CAJPY $STX $APH $CAT $QXTI $CLS $BSX $KLAC $UPS $V $KO $VRT $VZ $GLW $GEV $FCX $ENPH $CDNS $RMBS $RBLX $NUE $CAKE $CVNA $FDX $FFIV $FTNT $CARR $CCJ $CNC $AMKR $PNR $RDDT $LLY $TMUS $STM $WELL $VMC $VFC $TWLO $UBS $IP
The most anticipated earnings releases for the week of October 26, 2026, are Microsoft #MSFT, Alphabet #GOOGL, Intel #INTC, Amazon #AMZN, Sandisk #SNDK, SoFi #SOFI, Robinhood #HOOD, SK Hynix #SKHY, ServiceNow #NOW, and Seagate Technology #STX.

ALT The most anticipated earnings releases for the week of October 26, 2026, are Microsoft #MSFT, Alphabet #GOOGL, Intel #INTC, Amazon #AMZN, Sandisk #SNDK, SoFi #SOFI, Robinhood #HOOD, SK Hynix #SKHY, ServiceNow #NOW, and Seagate Technology #STX.

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Community shoutout One of our members daughters wrote a book aimed at helping teens learn the basics of saving, investing, and building good money habits early Very cool to see amazon.com/dp/B0HN5Q9QM7

Lunch Money to Wall Street

Lunch Money to Wall Street

amazon.com
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#earnings for the week of October 19, 2026 earningswhispers.com/calweek $NFLX $TSLA $SPCX $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI
The most anticipated earnings releases for the week of October 19, 2026, are Netflix #NFLX, Tesla #TSLA, SpaceX #SPCX, Cleveland-Cliffs #CLF, Bloom Energy #BE, Intuitive Surgical #ISRG, IBM #IBM, Meta Platforms #META, GE Aerospace #GE, and General Motors #GM.

ALT The most anticipated earnings releases for the week of October 19, 2026, are Netflix #NFLX, Tesla #TSLA, SpaceX #SPCX, Cleveland-Cliffs #CLF, Bloom Energy #BE, Intuitive Surgical #ISRG, IBM #IBM, Meta Platforms #META, GE Aerospace #GE, and General Motors #GM.

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Tree retweeted
Daniel Rosenblum@tradingbiosOct 15
$TSM says they are going to have MUCH higher cap-ex through 2028 $ASML says they are sold out through 2028 yet semi-caps are bidless because anthropic misses on revenue by $200 million
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NYC Trader
@szamanOct 4
$FPS IPO name clearing bottoming base range over 40. Looks great if stays over 40. Chart via @Marketsurge #ibdpartner
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And it really is a Big Breadth Divergence:
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Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally. "I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left." "Every basis point of artificial yield suppression is a subsidy to procrastination." "Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets." "If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit." wsj.com/opinion/let-the-bond…

Opinion | Let the Bond Market Speak

Rising interest rates are a signal of trouble ahead. Artificially suppressing it heightens the danger.

wsj.com
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Events This Week: 1. Bessent to speak on Iran - Monday 2. Aug. Consumer Confidence data - Tuesday 3. July PCE Inflation data, US Q2 2026 GDP data AND $NVDA Earnings - Wednesday 4. August MI Consumer Sentiment data and Inflation Expectations data And Fed Warsh to speak at Jackson Hole at 10 am - Friday Lots to watch this week! Earnings $NVDA, $MRVL, $INTU, $CRM, $IREN, $CRWD, $OKTA, $ZM, $ANF
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Retail Titans and China Tech Headline a High-Stakes Earnings Week

Article · @eWhispers
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#earnings for the week of August 10, 2026 earningswhispers.com/calenda… $NBIS $SMCI $RKLB $CRWV $LITE $AMAT $ASTS $FLY $CSCO $PLUG $QUBT $HIMS $INFQ $COHR $GCTS $CBRS $SE $BRK.B (Saturday) $ARCO $CAVA $BETA $MLCO $CEVA $FIGR $LUNR $GPRO $ENVX $EAT $CAH $FRMI $B $AIT $BGS $TRMB $FNV $ALLO $USAR $AMCR $LQDA $NUS $ONON $CECO $WYFI $ALMR $ASND $XE $VG $BSEM $AAON $JD
The most anticipated earnings releases for the week of August 10, 2026, are Nebius #NBIS, Supermicro #SMCI, Rocket Lab USA #RKLB, CoreWeave #CRWV, Lumentum #LITE, Applied Materials #AMAT, AST SpaceMobile #ASTS, Firefly Aerospace #FLY, Cisco Systems #CSCO, and Plug Power #PLUG.

ALT The most anticipated earnings releases for the week of August 10, 2026, are Nebius #NBIS, Supermicro #SMCI, Rocket Lab USA #RKLB, CoreWeave #CRWV, Lumentum #LITE, Applied Materials #AMAT, AST SpaceMobile #ASTS, Firefly Aerospace #FLY, Cisco Systems #CSCO, and Plug Power #PLUG.

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"MP also announced a new agreement with an undisclosed large aerospace and defense contractor worth hundreds of millions to provide it with gadolinium. That’s a so-called heavier rare-earth metal that ends up in high-performance alloys for jet engines and lasers, among other applications." 👇 barrons.com/articles/mp-mate…

MP Earnings Show Chinese Rare-Earth Monopoly Is Fading

Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.

barrons.com
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Tree retweeted
*Walter Bloomberg
@DeItaoneAug 6
U.S. PENDING HOME SALES HIT 5-MONTH LOW U.S. pending home sales fell to a five-month low as elevated mortgage rates kept buyers on the sidelines. Pending sales dropped 3.7% W/W and 1.9% Y/Y to 311,150, the lowest level in over five months. The average 30-year mortgage rate rose to 6.69%, while mortgage purchase applications fell 4% W/W. Despite weaker demand, the median home sale price increased 2.9% Y/Y to $406,362.
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*Walter Bloomberg
@DeItaoneAug 3
JPMORGANCHASE DOUBLES DOWN ON HOUSING, AIMING TO DEPLOY $750 BILLION THROUGH 2035—UP BY MORE THAN $200 BILLION—THROUGH ITS AMERICAN DREAM INITIATIVE
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The Most Anticipated Earnings Releases for the Week of August 3, 2026

Article · @eWhispers
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Treasury 30-year yield tops 5.20% for the first time since 2007.
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Tree retweeted
Helene Meisler@Chartfest1Jul 29
1982 or 2008????
OddStats
@OddStatsJul 29
SPX, the rest of the year, if both June and July were negative. You know, just in case.
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Helene Meisler@Chartfest1Jul 28
CNBC: Hedge funds are beginning to put on tactical shorts in the semis. SMH (and I dont mean the ETF)
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#earnings for the week of July 27, 2026 earningswhispers.com/calenda… $MSFT $AAPL $AMZN $META $BE $SOFI $BSX $APLD $STX $ENPH $VRT $PYPL $HOOD $ORLY $ARM $QCOM $NVTS $KLAC $RBLX $BA $RDDT $V $AXTI $CLS $LRCX $BMY $XOM $NUE $CI $AZN $MA $KO $CMG $RMBS $BKR $TER $TLRY $UPS $AEM $CAR $DINO $FTNT $GLW $APH $VLO $MTZ $BOH $F $GNRC $SBUX
The most anticipated earnings releases for the week of July 27, 2026, are Microsoft #MSFT, Apple #AAPL, Amazon #AMZN, Meta Platforms #META, Bloom Energy #BE, SoFi #SOFI, Boston Scientific #BSX, Applied Digital #APLD, Seagate Technology #STX, and Enphase Energy #ENPH.

ALT The most anticipated earnings releases for the week of July 27, 2026, are Microsoft #MSFT, Apple #AAPL, Amazon #AMZN, Meta Platforms #META, Bloom Energy #BE, SoFi #SOFI, Boston Scientific #BSX, Applied Digital #APLD, Seagate Technology #STX, and Enphase Energy #ENPH.

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#earnings for the week of July 20, 2026 earningswhispers.com/calenda… $TSLA $INTC $GOOGL $NOW $NOK $AMC $IBM $GEV $TXN $HAL $T $MXL $VICR $KMI $CLF $TCBI $VZ $CCK $CHTR $DPZ $AAL $AXP $HBAN $FCX $ALK $ALLY $DHI $STM $NEE $PM $BX $BOKF $DECK $EWBC $LMT $DHR $CX $NLY $STLD $TSCO $WRB $ZION $TNL $SCHW $SLG $NEM $CCI $CNI $AIR $GM
The most anticipated earnings releases for the week of July 20, 2026, are Tesla #TSLA, Intel #INTC, Alphabet #GOOGL, ServiceNow #NOW, Nokia #NOK, AMC Entertainment #AMC, IBM #IBM, GE Vernova #GEV, Texas Instruments #TXN, and Halliburton #HAL.

ALT The most anticipated earnings releases for the week of July 20, 2026, are Tesla #TSLA, Intel #INTC, Alphabet #GOOGL, ServiceNow #NOW, Nokia #NOK, AMC Entertainment #AMC, IBM #IBM, GE Vernova #GEV, Texas Instruments #TXN, and Halliburton #HAL.

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Earnings Season begins the week of July 13, 2026 earningswhispers.com/calenda… $NFLX $UNH $C $GS $ASML $TSM $JPM $PGR $BAC $WFC $AEHR $CAG $BLK $RF $USB $GE $FAST $ABT $AA $UAL $TFC $MS $ISRG $JNJ $ERIC $AERO $ELV $FITB $ALV $PNC $STT $MTB $CTAS $ANGO $FBK $FHN $CFG $CNS $EQBK $FNB $HOVR $BNY $JBHT $HOMB $IIIN $SDVKY $TRV $SPFI $VLVLY $WIT
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