5/6 SPECIAL EARNINGS REPORT

PLTR, HIMS, AXON, MCHP, DIS, DDOG, CROX

I think this week has some really interesting ER’s to be played. With a strong dropping VIX, and liquidity once again high in the system, it seems for now as long as DXY doesn’t surge once more, that stocks are again safe to float higher on a disinflationary environment.

We do still have some mild retightening of the financial conditions to keep an eye on. As well as a lot of fed speakers this week. This week seems like it has a lot of promise for extended volatility with limited upside in the indexes. If you can take the week off, I would, otherwise some lotto’s on ER’s can fill the time.

PLTR

the last 3 of 4 earnings for PLTR have been 20%+ moves. I’m not normally partial to playing earnings on a Monday. For the most part, and for whatever reason, earnings tend to be way too lacking in volatility.