fugazitudorjones

Upcoming Mentions Earnings Calls on Kalshi: 🏢 [Week of April 26, 2026] April 27, 2026 1. Domino's Pizza, Inc. 🍕 2. Verizon Communications, Inc. 📶 April 28, 2026 1. The Coca-Cola Company 🥤 2. Spotify Technology, S.A. 🎶 April 29, 2026 1. Starbucks Corporation ☕️ 2. Robinhood Markets, Inc. 💹 3. Visa Inc. 💳 4. AVIS Budget Group, Inc. 🛻 5. Wingstop Inc. 🍗 April 30, 2026 1. Chipotle Mexican Grill, Inc. 🌮 2. Alphabet Inc. (Google) 🔤 3. Amazon.com Inc. 🛒 4. Carvana Co 🚗 5. Meta Platforms, Inc. 👨‍👩‍👦‍👦 6. Microsoft Corporation 💻 7. Eli Lilly & Company 💊 May 1, 2026 1. Reddit, Inc.🧵 2. Apple Inc.📱 3. Rivian Automotive, Inc. 🚘

wowzers! been watching you grind for a while now and amazed by your patience/persistence. it was only time until you hit it big. hugeeee congrats to you for this awesome win! I misbonded a strike and lost about a grand yesterday, managed to recoup about $700, then took a mental health break the rest of the day. I know you also know how it feels to be on the wrong side of a rulescuck but this is the game we play -- we take the losses in stride knowing full well the risks, so we celebrate the wins the same!

Was blessed last night with my biggest win ever! But I was also sad to find out who was on the other side 🙏 $14,104 ➡️ $18,286 I've named this win, "Vive la France ! 🇫🇷" ______________ I learned French from a world famous Frenchman that most people reading this will know. It came it handy last night when @wemby, in his postgame media availability interview, was asked a question in French. He answered with: “C'est un match up intéressant. Ça fait des années que tous les fans de basket aiment voir les Wolves et les Nuggets s'affronter.” The strike was "Nuggets / Timberwolves". He was speaking French, so his answers wouldn't normally count for strikes. But “Nuggets” is a perfect cognate so it does. I seemed to be the only one who caught this initially as at one point after the stream ended I was 95%+ of the resting bids. I was extremely patient with the situation, and I was able to get around 3,000 in fills sub 4c, including a 1c fill for 635 shares. I found out later my friend Stephen caught this too and was on it around the same time. He actually made more than me on this market. I could have been more aggressive in taking shares and in hindsight I should have, but hindsight is 20/20 and there is alway that chance of a rulecuck. We've never seen the foreign language rules applied before! However, I was actually ready to go really big on this one as I've demonstrated recently, so more than anything what held me back was my strategy: I was playing small to try to induce a megabonder to come in give me a 20,000 share ask at 1c. I think I played it pretty well given the fact that volume was pretty small and you never know who the counterparty is, what they are thinking, how skittish they are, and how big their pockets are. I would have loved to amass 20,000 shares, and if this had continued and I would have amassed 10,000+ easily. But it didn't. After almost half an hour of taking it slow, some people got wise to the situation (I have no idea how) and the price started reversing. Someone came in and started placing 100-200 share orders at 6c, 7c, 8c. That's not a smart thing to do, and it was not cool. I was sad to see that. It blew out pretty quickly after that, and I didn’t buy anymore shares as it went up. I’ve been burned on that before, and market movement is not a reason to buy. In short, as the price starting moving up, I felt content to let it play out and let others mog and fight for the scraps. When the dust settled I had 4,466 shares at a 4.4c average. I sold 500 when market seemed to settle around 85c. That's a $75 shave to guarantee a win while still realizing 98% of max return. Seemed like a good play. One thing is for sure, I’m no @catboyautist, and that was the gut punch that made this win bitter sweet 😭 At one point after I had most of my final position and was still waiting for more, a 4,177 share ASK appeared on the book at 4c. I hesitated, and a few seconds later it was gone. I don't know if someone nabbed it or if it was a mistake and someone took it down because 400 shares almost immediately appeared in it's place. "IT COULD HAVE BEEN $8,000?!!!?" Good lesson I suppose. I'll be meditating on this as I know lots of, even, sharps hesitate with the lows buys, and there's no reason to especially as your port grows and you prove yourself to be astute. I’m grateful for @radarmentions who picked up the phone when I called. Halfway through this I felt I needed a second opinion to make sure I wasn't crazy. He’s a standup guy who respected the situation and respected my find. He gave me his opinion and didn’t get involved until I gave him the green light to come in when prices hit 20c+. If everyone was like him and acted with that level of patience, respect, and integrity, the mentions space would be even more incredible. I’m grateful for this win, and I am feeling extremely blessed. I am also sad there was a normal guy on the other side who lost big. When I saw his post I messaged him, and I said sorry. I'm not sure that meant anything, but it was authentic. I've been there, and I know he was hurting. If it had been a bot or a whale I wouldn’t have minded, and of course that’s what I was hoping for. The grind is paying off. We'll keep at it. Also, merci beaucoup, @wemby ! Je t'adore meme si tu as vaincu mes Blazers !! 😄 On y va ! Vive la France !! 🇫🇷

RESULTS for The Coca-Cola Company Q1 2026 Earnings Call: Overall PnL💸: +$251 - Went 2 for 2 on main picks (100% win rate) - Influencer (N) resolved NO (correct) - International (N) resolved NO (correct) - Also ended up buying about 60 shares of Prebiotic (Y) at $0.15 live trading that also resolved YES ---------------------------------------------- Post Call Analysis🤓: - Analysis of Influencer (N) played out pretty much as I thought it would - Leveraging the quarters' latest press release prior to the call was helpful in determining which marketing events might potentially be highlighted (and whether they would have a strong 'influencer' focus) - International (N) also played out well as the management team did use the specific geographical regions (i.e. Asia Pacific, Middle East, etc.) rather than the broader term "International" - Prebiotic (Y) was a good live buy as a lottery pick as the management team highlighted a new product launch that included the word Prebiotic in the name ---------------------------------------------- Reflection📔: - This is an example of both a market & analysis that pretty much plays out exactly as I can hope for hitting all of my main picks and also adding a bonus return with a higher-risk live buy - In hindsight, I think I was quite lucky that there were no questions from equity analysts brining up the term "international" - There likely would not have sufficient liquidity to offload any shares in the case that an analyst asked a question about the company's "international" business - Therefore I should likely consider taking partial profit in these situations moving into the Q&A of a call - A good call and result nonetheless; so nothing would be more fitting than to celebrate with a Coke Zero! 😁🥤

@mm_33123 admit it tho you were sweating a lil'

Can’t imagine a world where King Charles would comment on an ongoing investigation about a pedo that involves his own brother and President Trump during a trip meant to repair UK-US relations. Right?

RESULTS for Domino's Pizza Q1 2026 Earnings Call: Overall PnL💸: +$86 - Went 1 for 2 on main picks (50% win rate) - Insurance (N) resolved YES (incorrect but ended up taking profit early) - Emergency Pizza (N) resolved NO (correct) - Went 1 for 1 on notable picks (100% win rate) - Inflation (Y) resolved YES (correct) ---------------------------------------------- Post Call Analysis🤓: - Analysis of Insurance (N) was spot on and I managed to take profit on the full position at $0.70 - After selling the position in Insurance (N), I immediately tried to queue for the YES side at $0.10 but unfortunately my limit orders never got filled - Emergency Pizza (N) also ended up being a great pick and I held this position until resolution - I had the right thesis for Inflation (Y) as well but this strike was mentioned early on in the call and I never managed to pick up any shares beforehand - Overall I had the correct thesis for all 3 picks and I executed my trading strategy to perfection ---------------------------------------------- Reflection📔: - It's not every day that a call will play out exactly how I predicted it would and I am very happy with the decision to take profit on the full position on Insurance (N) leading up to the Q&A - However after taking profit on the Insurance (N) position, it was also quite difficult to get fills on the YES side at $0.10 to play the other side of the market - If I managed to get filled on this order, I'd likely would have been able to 2x my overall PnL for this market - In the future, if I feel that it is worthwhile to flip to the opposite side midway through the call, I will adjust my limit orders to between $0.15 to $0.20 instead to give me a better chance at getting filled on this order

@alch3my101 @Kalshi crazy you started at $100, what a run

My work on this week on @Kalshi was good. Below is my all time graph as well as my Y/N comparison which I thought was cool. $13,073 ➡️ $14,637 It was a fun week. Was super sad to miss one particular market that I'd prefer not to talk about. I'm likely one of the most conservative mention trader around, so it hurts extra when you miss something big that was "yours" so to speak. That said, I feel blessed to be profitable and to be on the path I am. ______________________________ I'm an amateur surrounded by geniuses, but at least we seem to have found some edges and some semblance of consistency. -$1,500+ profit this week -11 straight profitable days -17 of last 19 days profitable -About $6,800 profit this month so far It occurred to me that I haven't been providing much alpha to others, but then I realized that's not true at all! It has coming in the form of DMs now. I helped two people this week make a couple thousand on various markets by sending them info about ruling edge cases. Speaking of which, it has become apparent that I seem to understand the rules better than many sharps with much larger portfolios. I probably need to be more confident in that and go bigger when there's confusion. Lately, I opt out and watch, and that's where my friends don't, and they print. I said that at $15,000 I'd revamp my computer setup. On current trajectory we will be there soon. But real goal is $10,000/month. And the real, real goal is a strong 5 figure market that catapults us forward and paves the way to move my family to a new home. There have been couple near misses lately, but I think I'll find it soon. Onward we go.

Weekly Results on Earnings Mentions📈 [Week of April 19, 2026] 💸Total Weekly PnL: -$800.88💸 This week was definitely a rougher week than previous ones. Reviewing this week's result, I mainly attribute the losses to being overconfident on the term "Oil" not being mentioned especially during the Airlines earnings calls (Alaska Air & United Airlines). The current "oil bottleneck" narrative is currently too hot with the escalating tensions in the Middle East and the fair value for this strike was likely a lot closer to 50/50 rather than where I was valuing it at 75/25 (or even 80/20). In light of the loss this week, there still were a few bright spots and lessons learned. I think deploying either a full or partial take profit on certain lower conviction strikes can help reduce overall variance in my results. Also perhaps trying to buy cheaper shares of certain strikes during the call and getting better overall entries is better than building too large of a position pre-market. Obviously that also means being OK with the trade-off of foregoing some of the return and not building a bigger position pre-market in exchange for lower overall risk. Hopefully the upcoming week will bring better results! 💪 ------------------------------------- PnL Breakdown by Earnings Call: Alaska Air Group, Inc: -$437.29 GE Vernova Inc: -$166.05 The Boeing Company: +$563.07 United Airlines Holdings, Inc: -$630.51 Tesla, Inc: -$295.77 Intel: N/A The Proctor & Gamble Company: +$165.67

@alch3my101 @TheDunkCentral refs calls

@TheDunkCentral What does he not need? This will surely become a meme where people add captions to answer the question

“I don’t need it.” 👀 - SGA

RESULTS for The Proctor & Gamble Q3 2026 Earnings Call: Overall PnL💸: +$166 - Went 1 for 1 on main picks (100% win rate) - WNBA (N) resolved NO (correct) - Went 1 for 2 on notable picks (50% win rate) - Beauty (Y) resolved YES (correct) - Tariff (N) resolved YES (incorrect) ---------------------------------------------- Post Call Analysis🤓: - Analysis of WNBA (N) being undervalued due to the recent announcement of the WNBA x Proctor & Gamble partnership was spot on - I ended up losing a bit on Tariff (N) while Beauty (Y) never dropped to the levels I wanted to before resolving YES ---------------------------------------------- Reflection📔: - Happy to end a rather rough week with W - Had pretty high conviction on this pick but unfortunately there was very little liquidity for this market (especially immediately following a higher liquidity event like Tesla, Inc. earnings) The goal is to string together a few more consecutive weeks for the upcoming week! 💪

RESULTS for Tesla, Inc. Q1 2026 Earnings Call: Overall PnL💸: -$295 - Went 1 for 3 on main picks (33% win rate) - Supercharger (N) resolved YES (incorrect) - Roadster (N) resolved YES (incorrect) - Cybertruck (N) resolved NO (correct) ---------------------------------------------- Post Call Analysis🤓: - Although Supercharger (N) and Roadster (N) both resolved YES, I thought these strikes were still lower probability mentions - Even though my pick Roadster (N) resolved YES, I still managed to make a profit on this strike as my strategy to take profit around $0.70 worked out well to capture the bulk of the move from $0.28 to $0.70 before this word was mentioned toward the end of the call ---------------------------------------------- Reflection📔: - Although this was another L to end the week, I noticed my strategy to take profit early on certain strikes like Cybertruck (N) and Roadster (N) worked out well - I'll continue to deploy a mixed strategy of holding higher conviction strikes to resolution while taking partial or full profit on other strikes as the price converges towards $1 due to time decay when the call moves into the Q&A section

RESULTS for The Boeing Company. Earnings Call: Overall PnL💸: +$563 - Went 2 for 2 on main picks (100% win rate) - Moon (N) resolved NO (correct) - Oil (N) resolved NO (correct) - Went 0 for 1 for notable picks (0% win rate) - ---------------------------------------------------- Post Call Analysis🤓: - Analysis and prediction for Moon (N) was exactly how I anticipated it The management team did end up briefly touching on the topic right at the beginning of the prepared remarks but did not end up mentioning the strike. - Oil (N) was also an accurate call The thesis was simple that The Boeing Company, as a manufacturer of airplanes, would be less concerned overall with higher oil prices and therefore less likely to mention it on the call ---------------------------------------------------- Reflection📔: - A much needed big W for this week after taking a few too many L's for this week - In hindsight, taking such a large NO position in Moon (N) was fairly risky. Since it was very probable that the management team was going to provide an update, there was probably a higher chance of them mentioning this word which I was failing to account for - Going forward, it may be more prudent to be more conservative in these types of trades where the likelihood of mention might be closer to 50/50 rather than valuing it at 80/20

@alch3my101 yeah I think oil has hit on a couple of calls now - maybe a sign to avoid it for a while

@fugazitjones Oil is hot for airlines. Isn’t that 3 in a row? The macro environment is the meta here, not past calls

RESULTS for United Airlines Holdings, Inc. Earnings Call: Overall PnL💸: -$630 - Went 0 for 2 on main picks (0% win rate) - Shutdown (N) resolved YES (incorrect) - Oil (N) resolved YES (incorrect) - Went 1 for 1 on notable picks (100% win rate) - American Airlines (N) resolved NO (correct) ---------------------------------------------------- Post Call Analysis🤓: - Unfortunately, Oil (N) which was my biggest position was quickly mentioned right off the bat by the management team in the opening remarks "At the moment, our goal is to do whatever it takes to recover 100% of the increase in jet fuel prices as quickly as possible and to achieve double-digit pre-tax margins next year. Oil is incredibly volatile right now, but because we think we're moving towards 100% pass-through, it allows us to have confidence in both our near and medium-term earnings trajectory, enough so that we can still provide guidance." - Shutdown (N), which was my second biggest position, was mentioned when the management took a moment to thank their employees for working through the government shutdown. "Additionally, I would also like to take a moment to thank the TSA employees who showed up to keep us safe during the government shutdown. ---------------------------------------------------- Reflection📔: - Recently it seems that whenever I take a position in Oil (N), it always hits even when this word has never been mentioned historically! - It was quite unfortunate for this strike to have resolved YES so quickly as I was anticipating that if it were to be mentioned, it would most likely appear in the Q&A and I would have been able to take profit before then - For Shutdown (N), I think my analysis was still pretty accurate in the sense that I thought this narrative had mostly passed when the government re-opened; I guess I can't be too upset at the management team for thanking their employees for their hard work either - This was a fairly big negative hit and I likely will need to further refine both my selection of strikes as well my position sizing to limit my capital loss