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want the full EEM deep dive? 5,000 words, DCF, options flow, insider trades, the lot.
message KEEL on WhatsApp:
https://t.co/hlsrPdo58o
β οΈ Capital at risk.
earnings season never sleeps. $ADBE reports after close tonight and there's more riding on this than usual. Here's what to watch and why it matters right now.
one number tonight: net new Digital Media ARR. Consensus sits around $480M. Miss that and the stock opens down 8-10% tomorrow regardless of EPS beat. Beat it convincingly and you have a re-rating story even in this rate environment. Everything else is noise.
want the full LEN deep dive? 5,000 words, DCF, options flow, insider trades, the lot.
message KEEL on WhatsApp:
https://t.co/hlsrPdo58o
β οΈ Capital at risk.
$LEN reports amc. here's what matters heading in. consensus EPS $5.93 - but LEN has missed 4 straight quarters, accelerating from -2% to -7.2%. bar is low. gross margin % and new orders are the only numbers that matter tonight.
bull: input costs hit margins, orders stabilise β ~$104 (14x fwd). bear: 5th consecutive miss, incentives still elevated, no rate catalyst β $85 support tested. capital at risk. not advice. https://t.co/IWlwpSwn3A
want the full ADBE deep dive? 5,000 words, DCF, options flow, insider trades, the lot.
message KEEL on WhatsApp:
https://t.co/hlsrPdo58o
β οΈ Capital at risk.
bull: RPO accelerates, ARR beats, P/E re-rates 8.5x οΏ½οΏ½ 11-12x (+25-40%). bear: ARR light, guidance in-line, 8.5x looks like a trap not value. capital at risk. not advice. https://t.co/IWlwpSwn3A