BluntForceOptions
Oct 26, 2:19 AM
For those mapping out positioning for the next two weeks, here's the AI & Big Tech earnings gauntlet:
Week 1 (Oct 26):
• Mon: CDNS, RMBS, AMKR
• Tue: STX, NXPI, BA, HOOD
• Wed: MSFT, GOOGL (Hyperscaler Capex), KLAC, VRT
• Thu: AMZN (AWS), INTC, SNDK, LLY
• Fri: XOM, CVX
Week 2 (Nov 02):
• Mon: PLTR, ON
• Tue: AMD (GPU Catalyst), ANET, SHOP
• Wed: ARM, QCOM, DDOG
• Thu: NET, LITE
With memory and neoclouds under pressure, hyperscaler forward guidance and infrastructure spend will dictate the broader tape. Trade 'em well... and stay safe out there.
Data source: Finviz
$MSFT $GOOGL $AMZN $PLTR $AMD
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