A Big Week For Earnings — and How We're Positioned
This is one of the heaviest earnings weeks of the quarter, so we're set up for plenty of volatility.
A number of our positions line up with the macro playbook we've been running on Reindustrialization, Embodied AI, and Energy.
Open Trades Reporting This Week
(For each: Trade → Friday close → Breakeven → Max-gain/Target → Why we were bullish at entry + Macro fit.)
Palantir Technologies, Inc. (PLTR)
Hims & Hers Health, Inc. (HIMS)
Centrus Energy Corp. (LEU)
Powell Industries, Inc. (POWL)
Oscar Health, Inc. (OSCR)
AppLovin Corp. (APP)
Fortinet, Inc. (NASDAQ:FTNT)
fuboTV Inc. (NYSE:FUBO)
We also opened positions in Tempus AI (TEM) and Eli Lilly (LLY) last week.
Post-Earnings Game Plan
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.
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