Alpha

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Earnings to watch this week 👀 Mon: $GGAL Tue: $MKC $SNX $NKE Wed: $CAG $LW $ICLR Thu: $AYI $TERN $NKE headlines Tuesday after close

$CCL reported today. →EPS: $0.20 (est. $0.18) →Revenue: $6.17B →5th straight EPS beat. Then cut full-year EPS guidance to $2.21. Beat the quarter. Spooked on the year. Stock: flat AH.

POV: you made it to the 1% on Alpha

$CCL reports today before open 3 keys to watch: → Booking trends — 2/3 of FY26 already booked, are prices holding? → Fuel costs — crude up 11% since Dec, how much margin pressure? → Full year guidance — street wants a raise after 4 straight beats EPS est: $0.18 | Last 4: 4-0

Oil up, S&P futures up? New paradigm? I doubt it... Oil leading futures lower eventually... Last night market didn't trust that Trump had actually heard from Iranians. Just wanted time to build up troops. Today? Maybe something more subtle?

@jimcramer Thank you renowned war expert general Jim Cramer

The futures are doubtful about any movement on the Iranian side. I am slightly more constructive...

Put in $100. Trade it like its $1000. That's the power of leverage.

$PDD misses on EPS but closes up +4.6%. EPS: $2.53 vs $3.21 est (miss, -21%) Revenue: $17.0B vs $17.1B est (slight miss, +12% YoY) → Temu transaction revenue +19% YoY → Cash position: RMB 422B ($58B+) → Net income down 11% YoY — margins compressing as Temu invests in supply chain → No dividend, no buyback — all reinvestment Market says: growth > margins. For now.

$PDD reports today before open 3 keys to watch: → Temu revenue growth: slowed to 17% last Q, investors want reacceleration → Tariff risk: any new guidance on US trade policy impact? → Cash deployment: $36B war chest, buybacks or reinvest? EPS est: $3.21 | Last 4: 3-1

$GME Gamestop, whoever thought it would be a good idea to put this in the memo is a real piece of work. I'm surprised there isn't more outrage about this. 🤦

@PhantomBlack699 Board should offer him store credit

🚨 BREAKING $GME VOTE ON RYAN COHEN'S COMPENSATION PACKAGE IS ON 6/8 (COME ON MAN)

@wewost @ryancohen Best he can do is $2.75 in store credit

Thanks for fucking nothing @ryancohen you piece of shit

@heyitspixel69 Bro misunderstood what earnings call meant

Ryan Cohen is blackmailing $GME Shareholders to accept compensation package: "If the CEO Performance Award is not approved or GME is unable to adequately incentivize Mr. Cohen to maintain his focus and priorities on GME, the Company's ability to

$GME BEATS EARNINGS. Down ~1% after hours. EPS: $0.49 adj. vs $0.37 est (+32%) Rev: $1.10B vs $1.47B est (miss, -14%) → $9.0B cash pile (up from $4.8B) → BTC holdings at $368M after $151M writedown → Collectibles revenue up 35% → Operating income $135M vs $80M last year

$GME reports earnings today after close. Keys to watch: → Revenue growth — can they reverse recent declines? → Bitcoin treasury — 4,710 BTC moved, sale or hold? → Ryan Cohen's "transformational" acquisition target EPS est: $0.37 | Last 4: 4-0 | Implied move: ±7.7%

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Earnings to watch this week Monday: $KT $ABVX Tuesday: $CNM $SFD $GME Wednesday: $PDD $CHWY $CTAS Thursday: $CMC $AEG $AGX Friday: $CCL Who are you watching?

JUST IN: Gold crashes under $4,300, falling 5% today.

JUST IN: 🇮🇷 Iran warns it will "completely close" the Strait of Hormuz after President Trump threatens to "obliterate" its power plants. 20% of the world's oil supply passes through this strategic waterway.