$Tesla Motors(TSLA)$ and $BYD Co., Ltd.(BYDDY)$ are the world's largest electric-vehicle makers. Which one is No. 1 depends on your EV definition.A lot of attention is focused on EV startups such as $NIO Inc.(NIO)$, $Li Auto(LI)$ , $XPeng Inc.(XPEV)$ , $Rivian Automotive, Inc.(RIVN)$ and $Lucid Group Inc(LCID)$ . Efforts by traditional automakers such as $General Motors(GM)$ and $Ford(F)$ also get coverage. However,

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

Monetary tightening is either at, or close to, an end, but market will be looking for increase in leading economic indicators to begin viable rally.https://www.morningstar.com/David SekeraKey TakeawaysU.S. stock market trading at a discount to composite of our fair value estimates.However, expect a rough road ahead—tight monetary policy and decreasing credit availability will lead to economic slowdown.Deposit flight out of regional banks lowers their value, but this is not an omen of new financial crisis.Markets looking for a rebound in leading economic indicators to begin sustainable rally toward our fair value estimates.Second-Quarter 2023 U.S. Stock Market OutlookStocks surged in January, coming off deeply undervalued levels and a technically oversold market in December. However, the ma

$Anterix(ATEX)$ 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

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.

The earnings season is winding down, but some of the most widely followed companies are still on deck to report.Roughly 30 S&P 500 components are scheduled to post their latest quarterly figures, including Disney. Palantir and electric car makers Rivian, Nio and Lucid are also expected to report this week.Roughly 85% of S&P 500 companies have reported third-quarter earnings, with 71% topping bottom-line estimates, according to FactSet.Check out some of the key companies slated to post results this week, and what investors can expect out of each report.Monday$Palantir Technologies Inc.(PLTR)$ is set to report earnings before the bell, followed by a conference call at 8 a.m. ET. Last quarter:PLTRposted an unexpected quarterly loss,sendi

Growth stocks are now broadly undervalued and the overall market now looks fairly priced. Dave Sekera, CFA Feb 28, 2022 Meta Platforms Inc $(FB)$, Alphabet Inc $(GOOG)$,Teladoc Health Inc $(TDOC)$,Twilio Inc $(TWLO)$,Okta Inc $(OKTA)$,DocuSign Inc $(DOCU)$,Uber Technologies Inc $(UBER)$, Fastly Inc $(FSLY)$, Palantir Technologies Inc $(PLTR)$, Amazon.com Inc 

Former President Donald Trump formally filed notice of athird run for the White House Tuesday night- setting up a two-year fight for the heart of the Republican Party, following amidterm electionthat largely went the Democrats' way.He may be in for a rough fight after last Tuesday's runaway re-election of Florida Gov. Ron DeSantis, one of the few Republican high points from the midterm elections - and amid an increasing groundswell over the past few days of key GOP leadership urging a break with the party's recent past (namely Trump), and a look toward DeSantis as the future."Ladies and gentlemen, distinguished guests and my fellow citizens, America's comeback starts right now," Trump told a crowd at his Mar-a-Lago home.Trump is launching a campaign that, depending on whom you talk to, eit

SummaryRates are rising, and the dollar is straightening, tightening financial conditions.On top of tighter financial conditions, stocks haven't been this overvalued in 15 years.Higher rates should lead to lower PE ratio and lower stock prices.Looking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.Learn More »wildpixelRates are rising, the dollar is strengthening, and the vice of tightening financial conditions squeeze stocks lower. On top of that, earnings in 2023 are estimated to be flat vs. 2022, which leaves stocks expensive compared to growth and bonds.Stocks haven't been this expensive to bonds in 15 years. The $NASDAQ 100(NDX)$ 2023 earnings yield (the inverse of the