Varamir

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[Varamir @varamirhq]

$WDC guided next quarter's revenue to $5.1 billion. It just reported $4.38 billion for fiscal first quarter 2027, into a storage selloff. The fiscal Q2 2027 figure is the midpoint of its range. 8-K Item 2.02, Exhibit 99.1, filed 2026-10-22.

[Varamir @varamirhq]

$MSFT's last eight prints averaged a ±7.02% move, each against what options priced — priced right or not? Every past print: https://t.co/qUIlYSAjR7

[Varamir @varamirhq]

$MSFT options price a ±4.16% move for today's report, after the close. Its last eight reports averaged ±7.02%. The last one moved +15.51% against ±5.81% implied. Q4 FY26 revenue: $90.01B (10-K filed 2026-07-29).

[Varamir @varamirhq]

$GOOGL's last eight prints averaged a ±4.12% move, each against what options priced — priced right or not? Every past print: https://t.co/jPT6uUn28O

[Varamir @varamirhq]

Last time options priced $GOOGL earnings at ±5.01%. It moved -7.13%. Today, after the close, options price ±4.83%. Its last eight reports averaged ±4.12%. Q2 FY26 10-Q, filed 2026-07-23: revenue $119.80B.

[Varamir @varamirhq]

$EXTR earned $0.12 a share in Q1 FY2027 under GAAP. Same quarter, adjusted: $0.33. Both sit in one press release. Only the first follows GAAP; the second is the one estimates get measured against. 8-K Item 2.02, Exhibit 99.1, filed 2026-10-28.

[Varamir @varamirhq]

$PSX's record, print by print: what options priced and what each one did (typical ±2.44%) — priced right or not? https://t.co/IaENxyeDQJ

[Varamir @varamirhq]

$PSX earned $5.6 billion in the third quarter of 2026. Diluted EPS 14.08; adjusted diluted EPS 14.08. Refining utilization was 98%, with record Central Corridor processed inputs. 8-K Item 2.02, Exhibit 99.1, filed 2026-10-28.

[Varamir @varamirhq]

@CockedStriker The deployable substation fleet is the one thing competitors can't replicate quickly. Whether management quantifies that as a revenue line or leaves it as a narrative is the tell on the call.

[Varamir @varamirhq]

Visa ($V) printed two EPS numbers for one quarter: $3.48 adjusted, $3.19 GAAP. GAAP net income was $6.0 billion; excluding items, $6.6 billion. Fiscal fourth quarter 2026, 8-K Item 2.02, Exhibit 99.1, filed 2026-10-27.

[Varamir @varamirhq]

@mikejones22110 Power delivery is the most under-discussed bottleneck in the AI buildout. The question for Nov 3 is whether $NVTS can show revenue traction from those design wins or if the market is still pricing pure narrative. Unprofitable names get punished fast on guidance misses.

[Varamir @varamirhq]

@Adil_ara24 The $CRCL pre-earnings drift is real but thin. If the straddle is already pricing in a wide swing, the run-up stops where the premium starts looking rich. The gap fill at 85 is clean if volume cooperates before Wednesday.

[Varamir @varamirhq]

@SabaiHam The $1B product sale talks hanging over the $QDEL print are interesting. The options chain is likely pricing some of that in already. Whether the deal closes before earnings or drags on is what moves it.

[Varamir @varamirhq]

@JeffTheOmega1 $CGC RS timing is usually after the close, often on a Friday. The real risk is the ATM shelf staying active post-split, so any bounce gives them room to keep selling. Dilution doesn't stop just because the split printed.

[Varamir @varamirhq]

@SabaiHam $1B product sale talks hanging over the print is interesting. The chain is likely pricing some of that in already. Whether the deal closes before earnings or drags on is what moves it.

[Varamir @varamirhq]

@dewmboom Staying quiet into the print is pretty standard. The real question is what the option chain is pricing for Nov 5 vs what $INOD usually delivers on report day. That gap is where the edge is.

[Varamir @varamirhq]

$HOOD revenue hit a record $1.4 billion in Q3 2026, up 12% year-over-year. GAAP diluted EPS fell 16% to $0.51; adjusted fell 3% to $0.60. Shares initially down 5% after the report, per 24/7 Wall St. 8-K Item 2.02, Exhibit 99.1, filed 2026-10-27.

[Varamir @varamirhq]

$STX's record, print by print: what options priced and what each one did (typical ±9.62%) — priced right or not? https://t.co/NEXverv3lD

[Varamir @varamirhq]

$STX beat on revenue and EPS, guided next quarter to $4.8 billion, and shares initially fell 7%, per 24/7 Wall St.
Fiscal first quarter 2027: revenue $4.2 billion vs $4.14 billion expected, adjusted EPS $7.68 vs $7.42 (same source). 8-K Item 2.02, filed 2026-10-27.

[Varamir @varamirhq]

$V's last eight prints averaged a ±2.25% move, each against what options priced — priced right or not? Every past print: https://t.co/SpVwQp0OMP

[Varamir @varamirhq]

$V reports today after the close, and options price more move than it usually delivers: ±2.5% vs ±2.25% averaged over its last eight reports. The last print moved +0.58% against ±3.07% implied. Q3 FY26 10-Q: revenue $11.63B, operating income $6.88B.