Quite the interesting earnings season it’s been thus far. One of my top holdings (AMD) got pummeled today even though they crushed expectations while Boeing soared despite their results being absolute trash…
Anybody else vigilantly holding TSLA that’s considering hedging tonight? TSLA’s by far my largest holding and I definitely believe in it long term but I feel like even the slightest miss will result in a horrible AMD-type of sell-off.
Well if you believe in tsla long term, then in case of selloff, there is your buying opportunity…
I think you are probably very happy at the moment! big load of cash Elon sent your way!
rose tinted glasses much? They BARELY beat. Microsoft is what you call crushing it
Yeah, tbh I did exaggerate AMD’s beat a bit. Luckily, TSLA didn’t disappoint and delivered astonishing earnings - the short sellers got completely steamrolled.
What are people particularly keeping an eye on this earnings season? Whats on your watchlist and what of your stocks need closer than normal attention?
Earnings start for me today with $JPM
I am keen to see Taylor Wimpey half year results in few weeks to see where NAV changes to and also their dividend news for next year.
Also keeping an eye on American Express which I recently exited as feel it had big run up and position was up 50% in half year or so and I not sure how much more so want to take the gain and assess with earnings.
Also looking at HSBC and NEE as two holdings which I want to see improvement in earnings.
Don’t think I’ve got anything till a week tomorrow €ASML
Interested in NEE and HSBC too - HSBC as an admirer of recent developments!
ASML Fan? I hold ASML and ASM. 
Yeah I’ve got a large position in ASML not ASM though, although I like both angles.
Lots of Dutch stocks I like. Hot market.
IMCD is another on my watchlist.
I also like the Dutch market, more than the German market. It’s my “favorite” EUR market.
ASML; ASM; ADYEN; FLOW; WLSN; DSM
I have all that, except BMS.
Agree, although Sartorius looks very interesting.
Big stock. Worth a look. Pipeline to die for, fcf machine.
Also Hapag Lloyd, a triple digit earner for me.
Ah the freight boys?
Yep. The boat people. But since last week, I watching them careful.
Since this appeared last week, Hapag and others have been falling:
Shipping transports are responsible for almost all cross-border transportation. The shipping companies will profit more from the world economies recuperation.
Amazing week starting 
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