Palmer

Trade review $SKHY $VRT $GEHC $ACMR $HOOD $LOGI $SPY $ETSY

Trade review $CLS $GLW $INIO $RCL $SOFI $SPY

$CLS subs had 10 + points here on the short before the open bankthetrade.com/index.html

Most of the time when I start a statement with "Is it just me or..."...it's just me. But is it just me or is @tradingview having lots of lost connections lately? Three or 4 today and several last week.

Target review $XNCR $ROST $TSLA $SPY $MRNA $META ... headlines kind of thin this morning ... take what you can get

Remember. Starting today pre-market posts, potential setups and alerts are now in the secondary account. Info here: bankthetrade.com/subscriptio…

It's be great if the accounts on X were at least the equivalent of Velveeta being 51% real cheese.

$CART a/h...

Trade review 20261023 $BE $WDC $RNG $ZLAB $SPCX $CCI $DECK $SPY $MXL

$MXL 65.28 up 1 a few cash flow concerns but decnt numbers EPS: $0.62 vs. $0.56 consensus | BEAT by $0.06 Revenue: $218.1 mln vs. $215 mln consensus | BEAT by 1.4% Revenue Growth: +72.4% yr/yr Q4 2026: revenue: $240-260 mln vs. $226.7 mln consensus | ABOVE For the fourth quarter 2026 business outlook, the company estimates GAAP gross margin of 58.0% to 61.0%. For the fourth quarter 2026 business outlook, the company estimates GAAP operating expenses of $96-101 mln. Q4 2026: EPS est. $0.61 | Rev est. $226.7 mln FY26: EPS est. $1.75 | Rev est. $739.6 mln FY27: EPS est. $2.75 | Rev est. $981.3 mln

Reminder: This is the last day for stocks-in-play, alerts, etc. posts on this feed. The feed will remain active for trade reviews and similar content. Have to clean house. Pre-market tickers, breaking news (as time permits), etc, will be found here: bankthetrade.com/subscriptio…

$SPY current targets and congestion areas will remain in play. The lower part of the ascending triangle, light blue lines, on the daily is currently being tested.

In a regulatory Securities and Exchange Commission filing on Thursday, SpaceX said, "No determination by our special committee has been made regarding any potential combination." ($TSLA and $SPCX) Any deal would need approval from the committee, the board, and its controlling shareholder. The filing follows Musk’s Tuesday comment that a merger would be "a good idea." He confirmed both companies had formed special committees to discuss a union. However, Musk said he cannot take part in the committee discussions.

$DECK 85.28 down 7 Reports Q2 (Sep) earnings of $2.03 per share, $0.24 better than the FactSet Consensus of $1.79; revenues rose 3.4% year/year to $1.48 bln vs the $1.51 bln FactSet Consensus. EPS excludes a $0.28 benefit related to IEEPA tariff net refunds received in the quarter. DTC comparable net sales decreased 6.4%. Co issues in-line guidance for FY27, sees EPS of $7.80-7.95 from $7.35-7.50 vs. $7.51 FactSet Consensus; sees FY27 revs of $5.700-5.725 bln from $5.86-5.91 bln vs. $5.88 bln FactSet Consensus Barclays — Target lowered from $133 to $100 Goldman Sachs — Target lowered from $86 to $75 Baird — Target lowered from $115 to $95 Wells Fargo — Target lowered from $85 to $70 UBS — Target lowered from $140 to $137 Piper Sandler — Downgraded from Neutral to Underweight; target lowered from $100 to $75

$SPCX 144.75 up 2 $CCI 78.83 up 7 $TMUS 158.79 down 7.50 ..still in discussion phase is seeking to secure at least 80,000 cell sites across the U.S. and is in talks with Crown Castle $CCI to achieve that goal, Bloomberg's Kelcee Griffis reports, citing people familiar with the matter. The pacts would solidify the rocket and satellite giant's path towards establishing a fourth nationwide wireless carrier, the author says. Crown Castle is among the largest owners of cellular towers, along with American Tower (AMT) and Vertical Bridge

$ZLAB 22.04 up 2.30 thin...shared the first data from a global Phase 1b clinical trial evaluating zocilurtatug pelitecan (zoci, formerly ZL-1310) in combination with atezolizumab with and without carboplatin as first-line treatment for extensive-stage small cell lung cancer (ES-SCLC). The data will be presented at the European Society for Medical Oncology (ESMO) Congress 2026 in Madrid, Spain.

$RNG 79.42 up 12 reports Q3 adjusted EPS $1.33, consensus $1.27 Reports Q3 revenue $676M, consensus $667.42M sees Q4 adjusted EPS $1.32-$1.37, consensus $1.34 Sees Q4 revenue $673M-$680M, consensus $672.67M. Recorded a roughly $545 million income-tax benefit from releasing part of a valuation allowance on deferred tax assets. That boosted reported GAAP EPS to $6.50. Without this benefit, the company says GAAP EPS would have been approximately $0.28. Adjusted EPS was $1.33. This means RingCentral didn't suddenly generate $6.50 per share from recurring business operations. Nevertheless, the underlying earnings improvement is real: GAAP operating income increased approximately 75%, and cash flow improved significantly. raised to $91 from $41 at Morgan Stanley raised to $105 from $45 at UBS raised to $75 from $40 at Jefferies