We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.

$Hawaiian(HE)$ was flagging on the @SqueezeFinder watchlist as low at $10.35 on July 11th, and now is over $19 after just the right news came to trigger the necessary buyers to push out shorts pretty aggressively. The live watchlist constantly searches for potential ideas. Image

1. $Chewy, Inc.(CHWY)$ buys back 17M shares at about $28-$29/share 2. Someone immediately spends $1M on CHWY 6/28 35c 3. DFV posts a picture of a dog as the price spikes up to about $38 4. The price spikes back down to about $30 Conjecture 1. CHWY got shorted to shit to get it back down that quickly. If those shares aren’t bought back (price goes up) over the next 3-4 trade days, then the MM invoked C+35 and is trapped just like Biggie talked about 2. If so, look for 5k chunks of CHWY calls bought in a gamma frame (just like GME) 3. Alternatively, look for the MM to withdraw options from the market.Unusual Whales has been following the unusual Chewy, $Chewy, Inc.(CHWY)$ , buyers. Since Monday, large block

$Anterix(ATEX)$ Stock Jumps +19.3% on Latest Earnings Release on Jun 26, 2024 AMC.So far in trading after hours, ATEX stock price has soared +19.3% to $37.00 at the time of this alert. ATEX just released earnings today after the market closed. The price has moved outside of its expected range of ± 8.3%.ATEX Post Earnings MovementAnalysis from https://marketchameleon.com/The options prices predicted a ±8.3% post earnings move, compared to a +19.3% actual move. The options market overestimated ATEX stocks earnings move 69% of the time in the last 13 quarters. The predicted move after earnings announcement was ±7.3% on average vs an average of the actual earnings moves of 6.7% (in absolute terms).How do traders use the implied volatility (IV) crush i

$SPX Breadth check... still good... For the past 103 days, we have seen the $S&P 500(.SPX)$ with more new highs than new lows. This is the 5th longest stretch in the past 2 decades.@granthawkridge

Consumers can't get rid of their $Apple(AAPL)$ Vision Pro headsets fast enough... at least, that's what a recent wave of headlines would have you believe.The Vision Pro is a new virtual-reality device from Apple (AAPL). It packs immersive sound and video into a $3,500 headset. And it lets users access their apps and programs in a three-dimensional space.Tech media outlets are now declaring the Vision Pro dead on arrival. But the articles all have a suspiciously similar theme. Take these two recent headlines...From Gizmodo: "Tech Bros Are Returning Their Vision Pros and Keeping Receipts"From Business Insider: "Apple Users Are Rushing to Return Vision Pro"This narrative popped up across various publications and social media outlets this month. But t

Stocks finished the day lower but managed to hold onto support, and it seems to suggest that tomorrow we are likely to see some kind of move. Which direction is tough to say, especially with the PCE report coming in the morning. Estimates are for PCE to rise by 0.3%, up from 0.2% last month, and rise by 2.4% y/y, down from 2.6% last month. The core PCE is expected to rise by 0.4% m/m, up from 0.2% and by 2.8% y/y, down from 2.9%.Again, I have no real view here because sell-side analysts have already gone through and parsed all of the data from the CPI and PPI and factored that into their estimates. But it would seem like analysts’ estimates for core PCE and PCE y/y have been pretty much in line with expectations for the past couple of months, or slightly too high.Regardless of the PCE repo

The bull train has left the station. Institutions are buying stocks again. That means, preparing for more upside. Here’s the best sector set to explode in 2024, states Lucas Downey, Co-Founder of Mapsignals.com.Look, oversold conditions rarely last forever. Eventually, they ignite a ferocious rally. The +6.07% lift in the S&P 500 since October 27th is a case in point. The bigger the dip, the bigger the rip. While pundits squabble over the market’s next-day move, they’re missing the big picture. Money is pouring back into equities. As I’ll show you, we’re well into a risk-on tape. Most stocks are lifting. History points to one elite area of the market primed for the most upside.Goodbye Oversold ConditionsThere’s a power law in the stock market: supply and demand. When demand o

$Uber(UBER)$ hit 52-week high,Below are the main highlights & my valuation views:Positives:• Surpassed EPS expectations.• Strong Year-over-Year growth in Gross Booking Value, with Mobility surging by 31% and Delivery by 18%, marking an acceleration for both sectors.• Robust U.S. consumer spending, favoring service sectors like food delivery and dining.• Company's focus on local services provides defensive strength in economic fluctuations.• Growth in active drivers surpassing trip growth due to good earning opportunities.• Sequential margin improvement.ImageNegatives:• Missed revenue expectations.• Take Rates have peaked and declined.• Management's strategy to maintain low Take Rates to promote platform growth, which may impact future revenue

$T-Mobile US Inc(TMUS)$ , $United Parcel Service Inc(UPS)$ , $John Deere(DE)$ , $ConocoPhillips(COP)$ , $Pfizer(PFE)$ compared to $Akamai(AKAM)$ , have:     Lower valuation (P/EBIT) compared to $Akamai(AKAM)$    But  higher revenue and operating income growth This disconnect between valuation and performance could mean that you are better off buying TMUS, UPS, DE, COP, PFE vs. AKAMUncover more peer insights on Akamai peer comparison and Akamai counter-intuitive com