Schaeffer's Investment Research

56.1K posts

Schaeffer's Investment Research

@schaeffers

Options & sentiment research since 1981. Contrarian analysis of volatility, positioning & options flow. The Contrarian Edge: https://t.co/iYi8QhDPD6

Cincinnati, OH 가입일 Mart 2009

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Schaeffer's Investment Research@schaeffers·23 Tem

44 years ago today, Bernie Schaeffer turned a bold vision into reality.. and Schaeffer’s Investment Research was born. From one man’s passion to a leading force in options trading, we’re proud to carry the torch. Here's to the next chapter! 🎉📈

Schaeffer's Investment Research tweet media

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Schaeffer's Investment Research@schaeffers·2h

$AAPL beat doesn’t move the needle much EPS ✔️ Revenue ✔️ The market is watching two things now: • Leadership transition • AI strategy

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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Schaeffer's Investment Research@schaeffers·2h

$RDDT in 2025: Retail favorite 90x multiple Momentum trade $RDDT now: Stronger fundamentals Higher estimates 32x multiple

Schaeffer's Investment Research@schaeffers

REDDIT $RDDT EARNINGS ARE OUT! 🟢 EPS: $1.01 | Est. $0.56 🟢 REV: $663.41M | Est. $609.78M IMPLIED MOVE TOMORROW: ±10.41%!!

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590

Schaeffer's Investment Research@schaeffers·2h

$AAPL 🔥🔥🔥🔥🔥🔥 🟢 EPS: $2.01 vs $1.94 est 🟢 REV: $111.2B (+16.5% y/y) 📱 iPhone: $57B 📊 Services: $31B 💰 Dividend raised 🔁 $100B buyback

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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489

Schaeffer's Investment Research@schaeffers·2h

$AAPL just printed: $111B revenue $57B iPhone $31B Services And STILL returning $100B to shareholders

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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375

Schaeffer's Investment Research@schaeffers·2h

$AAPL beats across the board + boosts dividend + $100B buyback.

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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385

Schaeffer's Investment Research@schaeffers·2h

$AAPL returning capital in a big way 👇 💰 Dividend: $0.27 (+3.8%) 🔁 Buyback: $100B authorized Still one of the largest capital return machines in the market

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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405

Schaeffer's Investment Research@schaeffers·2h

Options activity spike today: $AMZN 1.7M contracts $MARA 1.3M $GOOGL 1.2M Calls dominating most names But selective hedging showing up in $XLI $CVNA

Schaeffer's Investment Research@schaeffers

TODAY'S UNUSUAL OPTIONS ACTIVITY, 4/30/26 ⤵️ $AMZN $MARA $GOOGL $GOOG $QCOM $NOK $PAA $BYND $EFA $PAGP $XLB $RIVN $AMLP $CVNA $XLI $T $PLUG $OWL $USAR $LAC $ET $LLY

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Schaeffer's Investment Research@schaeffers·2h

TODAY'S UNUSUAL OPTIONS ACTIVITY, 4/30/26 ⤵️ $AMZN $MARA $GOOGL $GOOG $QCOM $NOK $PAA $BYND $EFA $PAGP $XLB $RIVN $AMLP $CVNA $XLI $T $PLUG $OWL $USAR $LAC $ET $LLY

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Schaeffer's Investment Research@schaeffers·2h

$AAPL CEO TIM COOK: “Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and double-digit growth across every geographic segment.”

Schaeffer's Investment Research@schaeffers

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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Schaeffer's Investment Research@schaeffers·2h

APPLE $AAPL EARNINGS ARE OUT! 🟢 EPS: $2.01 | Est. $1.94 🟢 REV: $111.18B | Est. $109.58B IMPLIED MOVE TOMORROW: ±3.28%!!

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Schaeffer's Investment Research@schaeffers·2h

SECTOR-BY-SECTOR PERFORMANCE IN APRIL 2026 👇

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Schaeffer's Investment Research@schaeffers·2h

$RIOT = crypto miner turning into infrastructure play

Schaeffer's Investment Research@schaeffers

RIOT PLATFORMS $RIOT EARNINGS ARE OUT! 🔴 EPS: -$1.44 | Est. -$0.83 🟢 REV: $167.2M | Est. $130.58M IMPLIED MOVE TOMORROW: ±7.49%!!

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479

Schaeffer's Investment Research@schaeffers·2h

$RIOT just highlighted the shift in crypto mining: Mining getting tougher (Hash rate ↑, costs ↑) But: Data center & AI infra are becoming a new revenue stream Transition underway 🚧🚧

Schaeffer's Investment Research@schaeffers

RIOT PLATFORMS $RIOT EARNINGS ARE OUT! 🔴 EPS: -$1.44 | Est. -$0.83 🟢 REV: $167.2M | Est. $130.58M IMPLIED MOVE TOMORROW: ±7.49%!!

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Schaeffer's Investment Research@schaeffers·2h

$RIOT CEO: "Our ongoing delivery of initial capacity to AMD, and their decision to already double their footprint with a 25 megawatt expansion, validates our ability to execute at institutional scale with the most demanding tenants. With 50 megawatts now firmly contracted with AMD, we are rapidly executing on the value creation opportunity presented by our significant, fully-approved power portfolio."

Schaeffer's Investment Research@schaeffers

RIOT PLATFORMS $RIOT EARNINGS ARE OUT! 🔴 EPS: -$1.44 | Est. -$0.83 🟢 REV: $167.2M | Est. $130.58M IMPLIED MOVE TOMORROW: ±7.49%!!

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387

Schaeffer's Investment Research@schaeffers·2h

$RIOT CEO: “The first quarter of 2026 marks a definitive inflection point for Riot, as we officially transitioned into an active, revenue-generating data center operator.”

Schaeffer's Investment Research@schaeffers

RIOT PLATFORMS $RIOT EARNINGS ARE OUT! 🔴 EPS: -$1.44 | Est. -$0.83 🟢 REV: $167.2M | Est. $130.58M IMPLIED MOVE TOMORROW: ±7.49%!!

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Schaeffer's Investment Research@schaeffers·2h

$AMGN earnings update: ✔️ EPS + revenue beat ✔️ Broad product growth ❌ Pricing pressure ❌ Growth still mid-single digits Market wanted more, so stock going lower AH

Schaeffer's Investment Research@schaeffers

AMGEN $AMGN EARNINGS ARE OUT! 🟢 EPS: $5.15 | Est. $4.77 🟢 REV: $8.62B | Est. $8.57B IMPLIED MOVE TOMORROW: ±3.60%!!

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Schaeffer's Investment Research@schaeffers·2h

$AMGN CEO: "Our first quarter results demonstrate the strength of our business, with 16 brands achieving double-digit growth, enabling us to grow through expected patent expirations and increased competition. With a new wave of molecules progressing in Phase 3 clinical development, we're confident in our ability to deliver attractive long-term growth."

Schaeffer's Investment Research@schaeffers

AMGEN $AMGN EARNINGS ARE OUT! 🟢 EPS: $5.15 | Est. $4.77 🟢 REV: $8.62B | Est. $8.57B IMPLIED MOVE TOMORROW: ±3.60%!!

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Schaeffer's Investment Research@schaeffers·2h

$FSLR delivered, but it didn’t excite: Earnings beat ✔️ Revenue slightly light ❌ Guide unchanged GOOD, NOT GREAT.

Schaeffer's Investment Research@schaeffers

FIRST SOLAR $FSLR EARNINGS ARE OUT! 🟢 EPS: $3.22 | Est. $2.83 🔴 REV: $1.04B | Est. $1.05B IMPLIED MOVE TOMORROW: ±7.86%!!

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Schaeffer's Investment Research@schaeffers·2h

$FSLR CEO: “We delivered a strong start to 2026, with record first-quarter revenue, record sales in India, meaningful margin expansion, and Adjusted EBITDA above the top end of our first quarter preview range.”

Schaeffer's Investment Research@schaeffers

FIRST SOLAR $FSLR EARNINGS ARE OUT! 🟢 EPS: $3.22 | Est. $2.83 🔴 REV: $1.04B | Est. $1.05B IMPLIED MOVE TOMORROW: ±7.86%!!

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Schaeffer's Investment Research@schaeffers·2h

$WDC joinED the trend: Strong beat ✔️ Strong guide ✔️ After $SNDK and $STX, too.. storage is clearly an AI trade now

Schaeffer's Investment Research@schaeffers

WESTERN DIGITAL $WDC EARNINGS ARE OUT! 🟢 EPS: $2.72 | Est. $2.39 🟢 REV: $3.34B | Est. $3.25B IMPLIED MOVE TOMORROW: ±8.45%!!

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