Schaeffer's Investment Research

56K 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 شامل ہوئے Mart 2009

479 فالونگ13.6K فالوورز

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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·3h

$AMZN Q1 highlights: • AWS fastest growth in 15 quarters • AI revenue run rate $15B+ • Ad business $70B+ TTM Demand is strong but execution is damn expensive.

Schaeffer's Investment Research@schaeffers

AMAZON $AMZN EARNINGS ARE OUT! 🟢 EPS: $2.78 | Est. $1.64 🟢 REV: $181.52B | Est. $177.17B IMPLIED MOVE TOMORROW: ±6.18%!!

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549

Schaeffer's Investment Research@schaeffers·4h

$GOOGL earnings breakdown: • Cloud: +63% (AI demand) • Search: +19% (still dominant) • Ads: +16% • YouTube: +11% 👉 Broad-based strength

Schaeffer's Investment Research@schaeffers

ALPHABET / GOOGLE $GOOGL EARNINGS ARE OUT! 🟢 EPS: $5.11 | Est. $2.63 🟢 REV: $109.896B | Est. $107.03B IMPLIED MOVE TOMORROW: ±4.77%!!

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480

Schaeffer's Investment Research@schaeffers·4h

$META just showed us the trade: AI is boosting revenue (ads +33%) But it’s also driving: → Huge capex → Margin pressure concerns Growth vs spending battle

Schaeffer's Investment Research@schaeffers

$META EARNINGS ARE OUT! 🟢🔴 EPS: $10.44 | Est. $6.82 🟢🔴 REV: $56.31B | Est. $55.55B IMPLIED MOVE TOMORROW: ±6.37%!!

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558

Schaeffer's Investment Research@schaeffers·4h

$CVNA earnings breakdown: • Strong demand (units +40%) • GPU slightly down (cost pressure) • Used car prices still elevated • EV demand picking up 👉 Mixed margin, strong volume

Schaeffer's Investment Research@schaeffers

CARVANA $CVNA EARNINGS ARE OUT! 🟢 EPS: $1.69 | Est. $1.56 🟢 REV: $6.43B | Est. $6.11B IMPLIED MOVE TOMORROW: ±11.58%!!

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655

Schaeffer's Investment Research@schaeffers·5h

$GOOGL delivered a MASSIVE beat ✔ EPS crushed estimates ✔ Revenue beat ✔ Cloud +63% Shares +1.5% AH

Schaeffer's Investment Research@schaeffers

ALPHABET / GOOGLE $GOOGL EARNINGS ARE OUT! 🟢 EPS: $5.11 | Est. $2.63 🟢 REV: $109.896B | Est. $107.03B IMPLIED MOVE TOMORROW: ±4.77%!!

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465

Schaeffer's Investment Research@schaeffers·5h

$GOOG just checked every box: Growth ✔ AI ✔ Cloud acceleration ✔ This is how mega caps justify valuations

Schaeffer's Investment Research@schaeffers

ALPHABET / GOOGLE $GOOGL EARNINGS ARE OUT! 🟢 EPS: $5.11 | Est. $2.63 🟢 REV: $109.896B | Est. $107.03B IMPLIED MOVE TOMORROW: ±4.77%!!

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395

Schaeffer's Investment Research@schaeffers·5h

Full Bloom Energy $BE Post-Earnings Analysis Here ⬇️ schaeffersresearch.com/content/option…

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Schaeffer's Investment Research@schaeffers·1d

BLOOM ENERGY $BE EARNINGS ARE OUT! 🟢 EPS: $0.44 | Est. $0.13 🟢 REV: $751.05M | Est. $540.01M IMPLIED MOVE TOMORROW: ±12.6%!!

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Schaeffer's Investment Research@schaeffers·5h

$BE is ripped +23% today on a massive +1300% y/y run.. but options said something else 👀 Stock brokeout above $240 level resistance BUT 92K puts vs 69K calls traded hands today?? Hedging or fading the melt-up?

Schaeffer's Investment Research@schaeffers

BLOOM ENERGY $BE EARNINGS ARE OUT! 🟢 EPS: $0.44 | Est. $0.13 🟢 REV: $751.05M | Est. $540.01M IMPLIED MOVE TOMORROW: ±12.6%!!

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436

Schaeffer's Investment Research@schaeffers·5h

Today's highlights: $INTC $SOFI $HOOD leading volume Calls dominating in $SOFI $NOK $PLUG $QCOM Heavy flow spikes in $EPD (15x), $GEHC (52x 😳)

Schaeffer's Investment Research@schaeffers

TODAY'S UNUSUAL OPTIONS ACTIVITY, 4/29/26 ⤵️ $INTC $SOFI $HOOD $NOK $POET $QCOM $BE $PLUG $EPD $F $GEHC $SBUX $V $CONL $BKNG $CMG $ENPH $AGNC $STX $FCEL $PRMB $CNC

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Schaeffer's Investment Research@schaeffers·5h

TODAY'S UNUSUAL OPTIONS ACTIVITY, 4/29/26 ⤵️ $INTC $SOFI $HOOD $NOK $POET $QCOM $BE $PLUG $EPD $F $GEHC $SBUX $V $CONL $BKNG $CMG $ENPH $AGNC $STX $FCEL $PRMB $CNC

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Schaeffer's Investment Research@schaeffers·5h

$AMZN = strong quarter with a messy outlook: • Core business firing • AWS accelerating (+28%) • Revenue guide strong • Profit guide softer

Schaeffer's Investment Research@schaeffers

AMAZON $AMZN EARNINGS ARE OUT! 🟢 EPS: $2.78 | Est. $1.64 🟢 REV: $181.52B | Est. $177.17B IMPLIED MOVE TOMORROW: ±6.18%!!

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466

Schaeffer's Investment Research@schaeffers·5h

$AMZN AWS REVENUE GROWTH SINCE 2022 👇

Schaeffer's Investment Research@schaeffers

AMAZON $AMZN EARNINGS ARE OUT! 🟢 EPS: $2.78 | Est. $1.64 🟢 REV: $181.52B | Est. $177.17B IMPLIED MOVE TOMORROW: ±6.18%!!

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419

Schaeffer's Investment Research@schaeffers·5h

$GOOGL firing on all cylinders, but cloud +63% is the headline 📌

Schaeffer's Investment Research@schaeffers

ALPHABET / GOOGLE $GOOGL EARNINGS ARE OUT! 🟢 EPS: $5.11 | Est. $2.63 🟢 REV: $109.896B | Est. $107.03B IMPLIED MOVE TOMORROW: ±4.77%!!

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400

Schaeffer's Investment Research@schaeffers·5h

$GOOGL REVENUE BY SOURCE 😤😤

Schaeffer's Investment Research@schaeffers

ALPHABET / GOOGLE $GOOGL EARNINGS ARE OUT! 🟢 EPS: $5.11 | Est. $2.63 🟢 REV: $109.896B | Est. $107.03B IMPLIED MOVE TOMORROW: ±4.77%!!

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419

Schaeffer's Investment Research@schaeffers·5h

$META earnings breakdown: • Ads still dominant (+33%) • AI improving targeting → driving growth • CapEx exploding (data centers, chips)

Schaeffer's Investment Research@schaeffers

$META EARNINGS ARE OUT! 🟢🔴 EPS: $10.44 | Est. $6.82 🟢🔴 REV: $56.31B | Est. $55.55B IMPLIED MOVE TOMORROW: ±6.37%!!

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412

Schaeffer's Investment Research@schaeffers·5h

$META beat on earnings ✔ EPS + revenue beat ✔ Ads +33% y/y BUT: CapEx raised to $125B-$145B Stock -6% AH

Schaeffer's Investment Research@schaeffers

$META EARNINGS ARE OUT! 🟢🔴 EPS: $10.44 | Est. $6.82 🟢🔴 REV: $56.31B | Est. $55.55B IMPLIED MOVE TOMORROW: ±6.37%!!

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367

Schaeffer's Investment Research@schaeffers·5h

$META EXPECTED 30% Y/Y GROWTH, SAW 33% GROWTH!

Schaeffer's Investment Research@schaeffers

$META EARNINGS ARE OUT! 🟢🔴 EPS: $10.44 | Est. $6.82 🟢🔴 REV: $56.31B | Est. $55.55B IMPLIED MOVE TOMORROW: ±6.37%!!

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346

Schaeffer's Investment Research@schaeffers·5h

$META's 2026 capex 🤯🤯🤯🤯

Schaeffer's Investment Research@schaeffers

$META EARNINGS ARE OUT! 🟢🔴 EPS: $10.44 | Est. $6.82 🟢🔴 REV: $56.31B | Est. $55.55B IMPLIED MOVE TOMORROW: ±6.37%!!

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Schaeffer's Investment Research@schaeffers·5h

$CVNA = volume-led growth story: • Units exploding (+40%) • Margins slightly pressured • Still guiding for record results 👉 Growth is back, profitability still evolving

Schaeffer's Investment Research@schaeffers

CARVANA $CVNA EARNINGS ARE OUT! 🟢 EPS: $1.69 | Est. $1.56 🟢 REV: $6.43B | Est. $6.11B IMPLIED MOVE TOMORROW: ±11.58%!!

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526

Schaeffer's Investment Research@schaeffers·5h

$CVNA beats Revenue: $6.43B (beat) Units: +40% YoY GPU: $6,911 (beat) Guiding for record growth

Schaeffer's Investment Research@schaeffers

CARVANA $CVNA EARNINGS ARE OUT! 🟢 EPS: $1.69 | Est. $1.56 🟢 REV: $6.43B | Est. $6.11B IMPLIED MOVE TOMORROW: ±11.58%!!

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434

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