May. 5 at 8:34 AM
Earnings i'm watching this week with the most interest:
$DAVE - AH today. Expecting in line with estimates for their historically softest quarter but a small EPS beat due to float contraction due to buybacks.
$ARQ - May 6th AH. Expecting continued resilience and strong performance in PAC but no update on GAC as yet.
$IONQ - May 6th AH. Expecting them to continue to goose the topline via acquisitions to try and justify a 50x forward sales multiple ex-cash. No interest in a long position here.
$IONZ if the opportunity arises.
$INSG - May 7th AH. Expecting an in line quarter to slight beat on core business with the major MVNOs on board. Guidance here and updates on the Nokia deal are where the bread gets made.