$CGC

Most Traded Contracts $TWTR January 2023 $50 Call $TWTR January 2023 $55 Call $TSLA 01 July $700 Call $AAPL 01 July $137 Call $AAPL 01 July $138 Call $TWTR January 2023 $45 Call $AAPL 01 July $136 Put $TSLA 01 July $670 Put $CGC 08 July $3 Put $PCG September $11 Call

RECAP 6/30 Unusual Puts: $DB Aug 8 P $CGC Jul08 2.5 P $ARCC Aug 17 P $GM Nov 27 P $NCLH Jul08 10.5/10/9 P $BBWI Jan 15 P $HTZ Aug 15 P

@everyone (4) It looks like there is some money going back into tech and growth stocks over the last few sessions but the materials, particularly Energy, and Mining related are still in a "buy the dip" column because the general conditions still favor this sector. Marijuana stocks are also on deck but there will only be a few that really take off like $GRWG $CGC etc. I will list a few more next week.

I'm still long $TLRY > @soheil.n said: watchlist: $DRCT - looking for long on dips (no borrows) $ADGI - a possible push into 6.2-.5s for a ss $BBBY - the strongest of the memes...based on daily looking for a possible macro clearout (long biased towards the clearout)...want to see 27.5s to firm up $TLRY/CGC - long biased till the vote on thursday $CLVR - 2.8 is key level for confirmation to either side

watchlist: $DRCT - looking for long on dips (no borrows) $ADGI - a possible push into 6.2-.5s for a ss $BBBY - the strongest of the memes...based on daily looking for a possible macro clearout (long biased towards the clearout)...want to see 27.5s to firm up $TLRY/CGC - long biased till the vote on thursday $CLVR - 2.8 is key level for confirmation to either side

Me too damn! > @soheil.n said: damn missed the longs in $TLRY/$CGC...waiting for a pull back to get in...

damn missed the longs in $TLRY/$CGC...waiting for a pull back to get in...

$TLRY $CGC $CRON $ACB etc.

Options with increasing IV: $AMC $TLRY $CGC $GME $TBT $TIP $TELL Options with decreasing IV: $SST $AM $MTTR $BRCC $NVS $PAGS

CGC trading like it always has

watchlist: mainly longs: $CRON, $CGC, $TLRY, $AGRI...looking for dips off open and the break of opening range

marijuana stocks lighting up the tape...lots of small sweeps in $CGC $GRWG $ACB $TLRY etc

$CGC - Bullish option flow detected in Canopy Growth (7.75 +0.66) with 50,200 calls trading (5x expected) and implied vol increasing almost 19 points to 102.93%. . The Put/Call Ratio is 0.19. Earnings are expected on 05/27

$CGC earnings the other day gave some green to that sector

@lucullus They are very cheap compared to several years ago. I have no doubt that their 50 % owners are contemplating a buy out! $CGC $CRON

500k $CGC @ 9.16

Upgrades 12/20: $ANTM $CERN $CP $DOV $FMBI $FRT $FSM $GFL $GNFT $KOF $LLNW $LYFT $OMI $ONB $PEAK $PSA $PTVE $REXR $RLGY $SAM $T $TDC $TX . Downgrades 12/20: $BV $CERN $CGC $EPAY $EXR $HAYW $ITRI $NVO $REG $RUN $SQM $WELL

Upgrades 11/30: $AYLA $BXMT $CAJ $ESMT $HHR $KRP $MAG $PTR $SQ $TTE $ZM . Downgrades 11/30: $ABEO $CENT $CGC $CQP $DLTR $FLMN $GDP $SEDG $SGTX $STNE $STXB $TROX $VG

SWEEP DETECTED: >>2053 $CGC Nov21 15.5 Calls trade $0.75 (CboeTheo=0.70) ASKSIDE [MULTI] IV=147.7% +40.8 ISO - OPENING Vol=5831, OI=1494,

BKKT TSLA DWAC HUT BENE AMD FB CLF BE AFRM CGC TLRY WE IBM VLO MGM > @singletary said: $OCGN maybe $KBBT (hopefully don't trade it) what's y'all top watch?

Good morning all , today stokes are $OCGN , $EAR , $CGC , $NNDM , $UP

Long $CGC 10/8 14C lotto on TLRY E/R tomorrow

**PivotBoss Monthly Outlook [October 04, 2021]: Q4 Prospects** OCTOBER 04, 2021 — MONDAY PM In this edition of the Monthly Outlook, we discuss the weakness in September and how an early test at the quarterly lows in October could lead to a Q4 rally ahead. We talk NQ, CL, and Nat Gas from a VERY high birds eye view, and we also talk a ton of stocks, including $ROKU, $RIOT, and $CGC.

$sofi, $cgc and $fcel 🤩🤩🤩

$cgc and $sofi 🚀🚀🚀

Wednesday, September 22, 2021 Futures Up/Down % Last Dow 220.00 0.65% 34,018 S&P 500 26.25 0.61% 4,369 Nasdaq 57.50 0.38% 15,081 Stocks looking to bounce, with U.S. futures sharply higher after last night as reports indicated that troubled Chinese property developer Evergrande’s main unit Hengda Real Estate Group co says will make coupon payment for onshore bond due Sept. 23rd. That buys Evergrande some time, although debt restructuring is still likely. Also, the House passed a bill Tuesday that would temporarily fund the government and suspend the debt limit. The legislation could fail in the Senate, as Minority Leader Mitch McConnell says Republicans will vote against raising the debt ceiling. The government would shut down on Oct. 1 and the U.S. would be unable to pay its bills sometime in October if Congress does not pass legislation addressing both issues. Bond markets unphased by the news with the 10-year stuck around 1.33%. Meanwhile, the FOMC began its 2-day meeting yesterday and announces its policy decision and releases its economic projections today at 14 2:00 PM ET and Chairman Powell follows with the press conference at 2:30 ET. In corporate news, shares of transportation giant Fed-Ex (FDX) slides over 5% after cutting its profit outlook on higher costs and stalled growth in shipments, while Adobe ($ADBE) slips after 3Q update disappointed the high expectations of investors. In Asian markets, The Nikkei Index reopened, falling -200 points to 29,639, the Shanghai Index rises 14 points to 3,629 and the Hang Seng Index gains 122 points to 24,221. In Europe, the German DAX is up 110 points to 15,450, while the FTSE 100 rises over 80 points to 7,070. Bitcoin prices recover, above $42,000 after briefly dropping below $40K last night. Markets have been put on edge this week by trouble in the Chinese property market, especially the precarious situation of its largest builder of homes, Evergrande. The company is a massive issuer of debt both inside China and offshore to international investors. Market Closing Prices Yesterday The S&P 500 Index slipped -3.58 points, or 0.08%, to 4,354.15 The Dow Jones Industrial Average lost -47.93 points, or 0.14%, to 33,922.54 The Nasdaq Composite gained 32.49 points, or 0.22%, to 14,746.40 The Russell 2000 Index advanced 3.98 points, or 0.18% to 2,186.18 Economic Calendar: 7:00 AM ET MBA Mortgage Applications Data 10:00 AM ET Existing Home Sales MoM for August 10:30 AM ET Weekly DOE Inventory Data 2:00 PM ET FOMC Rate Decision (no change to rate or asset taper expected) Earnings Calendar: Earnings Before the Open: $GIS Earnings After the Close: $FUL, $KBH, $SCS Other Key Events: Credit Suisse 2021 Consumer Retail Conference (virtual), 9/21-9/22 Credit Suisse 7th Annual Oil & Gas Non-Bus Tour (virtual), 9/21-9/23 DA Davidson Diversified Industrials & Services Conference (virtual), 9/22-9/23 Goldman Sachs 30th Annual Communacopia Conference (virtual), 9/21-9/23 JPMorgan 12th Annual U.S. All Stars Conference (virtual), 9/21-9/23 Oppenheimer Fall Healthcare Life Sciences & MedTech Summit (virtual), 9/20-9/23 Roth Capital 8th Annual Solar Symposium (virtual), 9/20-9/23 Sidoti Fall Small Cap Conference (virtual), 9/22-9/23 Stephen’s 11th Annual Bank Forum, in Little Rock, AR, 9/20-9/22 Wells Fargo 4th Annual Consumer Conference (virtual), 9/22-9/23 Macro Up/Down Last Nymex 1.18 71.67 Brent 1.09 75.45 Gold -3.20 1,775.00 EUR/USD 0.0005 1.1728 JPY/USD 0.32 109.53 10-Year Note +0.009 1.333% Sector News Breakdown Consumer StitchFix ($SFIX) 4Q EPS $0.19 vs est. ($0.13) on revs $571.2Mm vs est. $547.9Mm, qtrly active clients 4.2Mm +18%; guides 1Q net revs $560-575Mm vs est. $588Mm; sees FY22 net revs at least +15% yr/yr vs est. +18% Freshworks ($FRSH)5M share IPO priced at $36.00 Hyatt Hotels ($H) announced a public offering of 7M shares of common stock Shares in Entain ($GMVHY) rise after the owner of bookmakers Bwin, Coral and Ladbrokes said it was considering an improved 2800p takeover bid from U.S. rival DraftKings, having rejected an earlier 2500p offer from the latter. Energy, Industrials & Materials FedEx ($FDX) 1Q adj EPS $4.37 vs est. $4.91 on revs $22B vs est. $21.9B, adj op margin 6.8% vs est. 8.5%; guides FY adj EPS $19.75-21.00 vs est. $$21.10; sees CAPEX $7.2B The American Petroleum Institute ($API) showed a draw of 6.11M barrels of oil for the week ending September 17; showed a draw of 432K barrels, distillate inventories show a draw of 2.72M barrels and Cushing inventories show a draw of 1.75M barrels k.a. Brands Holding ($AKA) 10M share IPO priced at $11.00 Core & Main ($CNM) announced its addition to the Russell 1000 index BHP’s Cerro Colorado copper mine in Chile is granted another 90 days to obtain environmental approval for its operational continuity plan, the country’s First Environmental Court says, agreeing to suspend a ban on pumping water from an aquifer during the period Financials LPL Financial ($LPLA) reported total advisory and brokerage assets at end of Aug about $1.16 trillion, up 2.4% vs end of July 2021 Armada Hoffler Properties ($AHH) was started at a Buy with a $15 price target at Stifel who says it is attractively priced when accounting for its moderate growth and average leverage JPMorgan Chase (JPM) raised its quarterly dividend to $1.00 from $0.90, payable October 31 to shareholders of record on October 6 Coinbase ($COIN) intends to publicly roll out a proposal for a regulatory framework to federal officials in the coming days, CoinDesk reported last night. The report follows news from last week when Coinbase said it was cancelling plans for its “Lend” platform after the Securities and Exchange Commission threatened to sue the company over the product VersaBank ($VBNK)5M share IPO priced at $10.00 Healthcare The U.S. House of Representatives approved a bill enabling banks to do business with cannabis companies without fear of penalty, Bloomberg reports. The so-called SAFE Banking Act would be a boon for marijuana companies (watch shares of $TLRY, $CGC, $GTBIF, $CURLF, $TCNNF) Biogen ($BIIB) launch of Aduhelm having slower than projected sales has led the company to consider cost-cutting measures including layoffs, stat news reports, citing an unidentified person familiar with the matter. Just over 100 patients infused w/ Aduhelm as of sept. 11: STAT News bluebird bio ($BLUE) submitted a Biologics License Application (BLA) to the FDA for betibeglogene autotemcel (beti-cel) gene therapy for patients with β-thalassemia who require regular red blood cell transfusions Incyte ($INCY) said the FDA approved its co’s Opzelura cream for treating eczema with boxed warnings, flagging risks of serious infections, increased risk of heart attack, stroke, or cardiac death. The drug belongs to a class of treatments known as JAK inhibitors, which have been under the FDA’s scrutiny over safety risks Amwell ($AMWL) announced the appointment of Robert Shepardson to the position of CFO and Head of M&A. Shepardson will join the company as CFO on October 31st and will work together during a transition period through the end of 2021 with current CFO Keith W. Anderson Johnson & Johnson ($JNJ) said that a large, global study showed its Covid-19 vaccine is more effective when given as a two-dose regimen, and that other data indicate the efficacy of the vaccine does not wane. – STAT News Rhythm Pharmaceuticals ($RYTM) said that Britain’s Medicines & Healthcare Products Regulatory Agency has granted marketing authorization to Imcivree (setmelanotide) for the treatment of obesity and the control of hunger associated with genetically confirmed loss-of-function biallelic pro-opiomelanocortin (POMC) Technology, Media & Telecom Adobe ($ADBE) 3Q adj EPS $3.11 vs est. $3.01 on revs $3.94B vs est. $3.89B, qtrly digital media annualized recurring revs $11.67B; guides 4Q adj EPS $3.18 vs est. $3.08 Coherent ($COHR) was downgraded to Neutral with a $273 price target from Positive at Susquehanna J2 Global board ($JCOM) announced that its board approved its previously announced separation into two independent publicly traded companies – J2 Global, Inc., which will be known as Ziff Davis, Inc. after the separation Liberty Global ($LBTYA) is selling its Poland operations to iliad S.A.’s Polish mobile subsidiary Play for PLN7B ($1.8B) subject to customary debt and working capital adjustments. Marin Software ($MRIN) said it entered into a Revenue Share Agreement with Google LLC ($GOOGL) for the Company to develop its enterprise tech platform and software products. The Agreement is effective as of October 1, 2021. Toast ($TOST)74M share IPO priced at $40.00 Warner Music Group ($WMG) announced a sale of 2.34M shares of common stock by affiliates of access industries and the company will not receive any proceeds from the offering Ambarella ($AMBA) upgraded to Overweight from Sector Weight at KeyBanc

SWEEP DETECTED: >>1000 $CGC Aug21 30.0 Calls trade $0.801 (FT Theo=0.73) Above Ask! [MULTI] 11:31:12 IV=68.0% +4.4 OPENING Vol=1014, OI=793,

RECAP 6/28 Chatter: $CGC$TLRY + SCOTUS Justice Thomas $FB + FTC & States antitrust complaint dismissed $AMZN $GOOGL + $FB Dismissal $GOOGL - DOJ Ad Biz Probe $ENTX + Jun 30 Conf Call

$CGC: Nice ascending triangle on the daily, i like weed for a potential run this year with legalization

@DarkPoolAlgo check CGC. look at that wedge

throw in $CGC $NIO also

$CGC: wedging on the daily, looking for a breakout

RECAP 6/8 Chatter: $JAN + Initiated PAD Trial $NKLA + Energy Sec Hydrogen comments $PRPO + Launches HemeScreen $LDL + Exploring Sale $CNK + Expands Gaming & E-sports $CGC + Patent $HOG $BA + US/EU End disputes $RIDE - Going Concern

not seeing anything that stands out in CGC today Sargento 

Any flow on $CGC?

/*============================================= = Wednesday June 02 2021 = =============================================*/ U.S. stock futures are looking flat after a muted trading session overnight, with markets listless in its return from the three-day Memorial Day Weekend yesterday as investors look ahead to U.S. jobs data and for the moment appear unphased by any inflationary pressures. Markets have been gradually rising the last two-weeks, moving back near record highs for major averages on lighter volumes as we head into the summer. Some upcoming catalysts might be seen in the coming sessions, when the Labor Department releases its jobs report on Friday, before a high-profile FOMC meeting set for in mid-June. Oil prices traded near two-year highs on Wednesday after OPEC and its allies said they gradually would increase production in July as expected. On the economic calendar, investors will be eyeing the Fed’s Beige Book this afternoon. In Asian markets, The Nikkei Index rose 131 points to 28,946, the Shanghai Index fell -27 points to 3,597, and the Hang Seng Index declined -170 points to 29,297. In Europe, the German DAX is up around 20 points to 15,590, while the FTSE 100 is up a few points to 7,085. The S&P 500 and Nasdaq slipped late day as declines in healthcare and technology overshadowed energy and financial gains, as investors weighed the latest round of U.S. economic data for signs of a rebound and rising inflation. The energy sector posted its biggest one-day gain in nearly four months as oil prices rose while healthcare stocks dropped after a weak profit forecast from Abbott Labs weighed on testing and medical equipment stocks. Smallcaps outperformed again as the Russell 2000 advanced over 1% again led by energy stocks. While the S&P 500 remains less than 1% of its record high (came within 4 points of its all-time high intraday) after four straight months of gains, investors are worried about whether rising inflation could hit equity prices. Market Closing Prices Yesterday The S&P 500 Index slipped -2.08 points, or 0.05%, to 4,202.04 The Dow Jones Industrial Average climbed 46.85 points, or 0.14%, to 34,575.31 The Nasdaq Composite dipped -12.26 points, or 0.09%, to 13,736.48 The Russell 2000 Index rose 25.01 points, or 1.10% to 2,293.99 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 4:30 PM ET API Weekly Inventory Data Earnings Calendar Earnings Before the Open: $AAP, $DCI, $LE Earnings After the Close: $AI, $AMSC, $CLDR, $EDR, $ESTC, $GWRE, $MIND, $NCNO, $NTAP, $PVH, $SMAR, $SMTC, $SPLK, $SPTN, $SPWH Macro Up/Down Last Nymex 0.73 68.45 Brent 0.89 71.14 Gold -3.40 1,898.00 EUR/USD -0.0036 1.2177 JPY/USD 0.32 109.80 10-Year Note -0.009 1.606% Sector News Breakdown Consumer Overstock’s ($OSTK) tZERO Is Looking for a Buyer, according to CoinDesk. The company is exploring a number of options, including a SPAC merger, said tZERO VP of Investor Relations Michael Mougias. https://bit.ly/3pfoXIX Scotts Miracle-Gro ($SMG) boosts FY21 view for EPS $9.00-$9.30 (from prior $8.60-$9.00) and company-wide sales up 17%-19% vs. et. $9.15 and $4.65B, led by continued strength in both U.S. consumer and Hawthorne segments Advance Auto Parts ($AAP) Q1 adj EPS $3.34 vs. est. $3.08; Q1 sales $3.3B vs. est. $3.28B; Q1 comp sales rose 24.7%; raises FY21 revenue view to $10.4B-$10.6B from $10.2B-$10.4B and ups its FY21 comp sales view to 4%-6% from 2%-4%. AMC Entertainment ($AMC) shares looking higher by another 30% in pre-market trading, as individual traders on social media forums were unfazed after Hedge fund Mudrick Capital Management sold 8.5 million freshly issued AMC shares at a profit on Tuesday, immediately after buying them. Tesla ($TSLA) is recalling nearly 6,000 U.S. vehicles because brake caliper bolts could be loose, with the potential to cause a loss of tire pressure; the recall covers certain 2019-2021 Model 3 vehicles and 2020-2021 Model Y vehicles – in filing with the National Highway Traffic Safety Administration Energy, Industrials and Materials Donaldson ($DCI) Q3 EPS 66c vs. est. 58c; Q3 revs $765M vs. est. $707.59M; raises FY21 adj EPS view to $2.28-$2.34 vs. est. $2.21; expects full-year sales to increase between 9%-11% YoY, compared with prior guidance of between 5%-8% ProPetro Holding ($PUMP) files mixed securities shelf Orion Energy Systems ($OESX) 4Q EPS $0.04 vs. est. $0.10 on revs $35.5Mm vs. est. $39.1Mm; guides FY22 revs at least +28% vs. est. +34.3% Westport Fuel Systems ($WPRT) announces $100M offering of common shares Tellurian ($TELL) should start construction this summer on the Driftwood LNG export terminal in Louisiana, Executive Chairman Souki said RBC initiated Sector Perform ratings on Couer Mining ($CDE) with a $10 target and Pan American Silver (PAAS) Financials $SOFI was initiated with an Outperform rating and $25 price target at OpCo First Bancorp ($FBNC) to acquire Select Bancorp ($SLCT) for $18.10 per share in an all-stock transaction with a total current value of approximately $314.3 million, based on First Bancorp’s stock price as of May 28, 2021 Healthcare Amazon ($AMZN) said it will no longer screen its workers for cannabis (except for positions subject to regulation by the U.S. Department of Transportation) and will drop weed-testing requirements for recruitment as it supports a proposed U.S. legislation to legalize cannabis at the federal level (watch pot stocks $TLRY, $CGC, $CRON, $GTBIF, $CURLF) Eli Lilly ($LLY) got permission for restricted emergency use of bamlanivimab & etesevimab to treat covid-19 Edwards Lifesciences ($EW) announces that its Acumen Hypotension Prediction Index (HPI) software with the Acumen IQ finger cuff has received U.S. FDA clearance. iRhythm Technologies ($IRTC) said Mike Coyle has decided to resign from his position as president and CEO and a member of the company’s board, effective June 1, due to personal matters. Douglas Devine, the company’s CFO, has assumed the role of interim CEO while a search for a permanent CEO is conducted; reiterates Q2 guidance of ~4% sequential volume growth over Q1 Moderna, Inc. ($MRNA) entered into an agreement with Thermo Fisher Scientific (TMO) for fill/finish sterile manufacturing services and supply packaging for Moderna’s COVID-19 vaccine Invitae ($NVTA) files to sell 26.63M shares of common stock for holders Stealth Biotherapeutics ($MITO) receives orphan drug designation from the European medicine’s agency for elamipretide for the treatment of Barth syndrome ADC Therapeutics ($ADCT) files to sell 5.56M shares of common stock for holders Technology, Media & Telecom Ambarella ($AMBA) 1Q adj EPS $0.23 vs. est. $0.17 on revs $70.1Mm vs. est. $68.6Mm; guides 2Q revs $74-77Mm vs. est. $69.5Mm, adj gr margin 61-62%, adj op exp $36-37.5Mm Digital Turbine ($APPS) Q4 adj EPS 25c vs. est. 19c; Q4 revs $95.01M vs. est. $88M; sees Q1 non-GAAP EPS 31c vs. est. 21c; sees Q1 revs $188M-$192M vs. est. $101.94M; sees Q1 non-GAAP adjusted EBITDA2 $32M-$34M. Hewlett Packard Enterprises ($HPE) Q2 EPS 46c vs. est. 42c; Q2 revs $6.7B vs. est. $6.62B; raises FY21 EPS view to reflect momentum in demand to $1.82-$1.94 from $1.70-$1.88 (est. $1.84); guides Q3 EPS 38c-44c vs. est. 43c Medallia ($MDLA) raises FY22 revenue view to $566M-$570M from $563M-$567M; 1Q adj EPS ($0.08) vs. est. ($0.07) on revs $131.4Mm vs. est. $127.4Mm; guides 2Q subscription revs $113-114Mm, total revs $137-139Mm vs. est. $135.3Mm, adj loss ($12.5Mm) to ($11.5Mm); guides FY subscription revs $467-471Mm, total revs $566-570Mm vs. est. $564.7Mm Zoom Media ($ZM) Q1 adj EPS $1.32 vs. est. $0.99; Q1 res $956.2M vs. est. $906M; raises FY adj EPS view to $4.56-$4.61 from prior $3.59-$3.65 (est. $3.77); sees Q2 EPS $1.14-$1.15 vs. est. $0.94 and sees Q2 revs $985.0M-$990M vs. est. $941.6M; Q1 Number of customers contributing more than $100,000 in TTM revenue up 160% YoY; Q1 approximately 497,000 customers with more than 10 employees, up 87% YoY; Q1 free cash flow $454.2M vs. est. $280.4M

Good morning, US stock futures are all green this morning with small caps leading the way up 0.7%. Gold and silver are higher, crude now over $68 up 3% on the day. $JD with a very nice bounce, sitting over the target exit premarket. Many Chinese names higher this morning. $CGC with earnings this morning, $ZM with earnings after close today. Manufacturing PMI and Construction Spending come out this morning after the market open. Trade well.

$CGC catching a bid, earnings Jun 1 BMO

Tuesday, May 25, 2021 Futures Up/Down % Last Dow 72.00 0.21% 34,424 S&P 500 11.25 0.26% 4,204 Nasdaq 56.50 0.42% 13,692 Stock futures are looking higher, adding to yesterday’s gains as the yield on the 10-year slips back below 1.6%, easing inflation fears for a second straight day. Concerns over persistent inflation have softened the last few days with more Fed speakers just yesterday (Bullard, Bostic, Brainard) again all said prices will rise in coming months but all see it as transitory. Crypto currency volatility continues as well, with many (Bitcoin back under 37K, Ethereum) pulling back after yesterday’s rebound. On the agenda today (in a relatively quiet period for news with earnings winding down) attention turns to several housing data reports with Case-Shiller Home Price Index, FHFA House Price Index and New Home Sales, while consumer confidence figures will offer some insight into current business and employment conditions. In Asian markets, The Nikkei Index rose 189 points to 28,553, the Shanghai Index jumped 84 points to 3,581 and the Hang Seng Index surged 498 points to 28,910, In Europe, the German DAX is up about 110 points to 15,550, while the FTSE 100 is flat around 7,050. U.S. stocks surged all day on Monday, with both the S&P 500 and Nasdaq jumping more than 1% as a retreat in U.S. Treasury yields helped lift high multiple and mega cap technology stocks (AAPL, AMZN, FB, GOOGL) as fears about inflation took a back seat as investors again bought the dip after mixed stock reaction last week. Yields on the 10-year Treasury bond hit a two-week low, around 1.6%. Markets exhibited no concern on reports President’s Joe Biden’s infrastructure bill will likely be smaller than hoped as the two sides remain wide apart. Market Closing Prices Yesterday The S&P 500 Index jumped 41.19 points, or 0.99%, to 4,197.05 The Dow Jones Industrial Average rose 186.14 points, or 0.54%, to 34,393.98 The Nasdaq Composite spiked 190.18 points, or 1.41%, to 13,661.17 The Russell 2000 Index advanced 12.07 points, or 0.54% to 2,227.34 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:55 AM ET Johnson/Redbook Weekly Sales 9:00 AM EST Monthly Home Prices MoM for March 9:00 AM EST S&P CaseShiller 20 City for March…est. 1.2% 10:00 AM EST Consumer Confidence for May…est. 119.4 10:00 AM EST New Home Sales MoM for April…est. 970K 10:00 AM EST Richmond Manufacturing Index for May…prior 17 4:30 PM ET API Weekly Inventory Data Earnings Calendar: Earnings Before the Open: $AZO, $CBRL, $CTRN, $DY, $IMBI, $VSAT Earnings After the Close: $A, $CSWC, $DV, $INTU, $JWN, $RAMP, $RRGB, $SKY, $TOL, $URBN, $ZS Other Key Events: Goldman Sachs TechNet Conference Asia Pacific 2021 (virtual), 5/24-5/28 JPMorgan Global technology, Media & Communications Conference (virtual), 5/24-5/26 UBS Global Healthcare Conference (virtual), 5/24-5/26 Jefferies IT Services Summit (virtual), 5/25 Microsoft Build Conference (virtual), 5/25-5/27 New Relic Future Stack Conference (virtual), 5/25-5/27 Truist Securities 22nd Annual Financial Services Conference (virtual), 5/25-5/26 UBS Global Oil & Gas Conference (virtual), 5/25-5/27 Wolfe Research Transport & Industrials Conference (virtual), 5/25-5/27 Macro Up/Down Last Nymex -0.43 65.62 Brent -0.30 68.16 Gold 1.15 1,882.20 EUR/USD 0.0041 1.2257 JPY/USD 0.16 108.91 10-Year Note -0.015 1.593% Sector News Breakdown Consumer Alaska Air ($ALK) sees Q2 total rev % change versus 2019 down about 32%-37%; plan to return to 100% of 2019 capacity by summer of 2022; sees Q2 passenger load factor about 70% to 75%; after summer of 2022 expect to return to growth rates that are similar to pre-pandemic levels America’s Car-Mart ($CRMT) Q4 EPS $6.19 vs. est. $2.80; Q4 revs $279.1M vs. est. $220.6M Azek ($AZEK) files to sell 15M shares of common stock Bally’s Corporation ($BALY) announced that it has entered the mobile sports betting market with the beta launch of its mobile sportsbook, Bally Bet, in Colorado Shake Shack ($SHAK) upgraded to Outperform from Neutral at Wedbush Lordstown Motors ($RIDE) slides 14%; reports Q1 operating loss $106.2M; said timeline to start of production in late-September 2021, which will be at limited capacity, remains on track; Q1 net loss of $125M, capex of $53M and cash of $587M on March 31, 2021; said expected year-end 2021 liquidity of between $50M-$75M in cash and cash equivalents (on March 17th, had said expects to end 2021 with $200M of cash on hand) Energy A quadrupling in the cost of polysilicon has pushed solar module prices up 18% YTD after plunging 90% over the previous decade, a reversal that threatens to delay projects and slow the uptake of solar power ($TAN) just as major governments increasingly support it in an effort to slow climate change, Bloomberg reports. PNM Resources Inc ($PNC): 2 additional parties filed motions to join merger stipulation before New Mexico public regulation commission; M-S-R Power and Los Alamos County request hearing examiner allow parties to join other 11 signatories supporting agreement Beam Global ($BEAM) 1Q EPS ($0.14) vs. est. ($0.17) on revs $1.372Mm vs. est. $1.8Mm Financials KE Holdings (BEKE) slips after Reuters reports China’s market regulator has begun an investigation into suspected anti-competitive practices by BEKE, which is backed by Chinese tec h behemoth Tencent Holdings (TCEHY) https://reut.rs/3yzY86B Coinbase (COIN) initiated with an Overweight and $371 tgt at JPMorgan as sees Coinbase occupying a key position in the U.S. market for transacting cryptocurrencies Ocwen Financial Corporation (OCN) said its wholly-owned subsidiary, PHH Mortgage Corporation, has entered into an agreement with AmeriHome Mortgage Company, LLC to purchase, in bulk, mortgage servicing rights with a total unpaid principal balance of approximately $48 billion Healthcare Canopy Growth ($CGC) upgraded to Buy from Hold at MKM Partners ahead of earnings as believes that after Q4 and through the reopening of Canadian economy, co will return to sequential growth and have better aligned its supply chain to capture demand opportunities eHealth ($EHTH) said in a regulatory filing that Derek Yung will resign as CFO and principal financial officer, effective June 11, to pursue an executive position at a company that is not a competitor of eHealth. Exelixis, Inc. ($EXEL) announced results from the metastatic castration-resistant prostate cancer ($CRPC) cohort 6 of COSMIC-021, the phase 1b trial of cabozantinib (CABOMETYX(R)) in combination with atezolizumab in patients with locally advanced or metastatic solid tumors iRhythm Technologies ($IRTC) received FDA’s 510K clearances for a new design of its flagship Zio monitor and its updated artificial intelligence (AI) capabilities The Joint Corp. ($JYNT) will replace Cubic Corp. ($CUB) in the S&P SmallCap 600 effective prior to the opening of trading on Thursday, May 27. Veritas Capital is acquiring Cubic in a deal expected to be completed soon pending final closing condition Petco ($WOOF) announces offering of 22M shares of Class A common stock for holders Oak Street Health Inc ($OSH) files for offering of up to 10.0M shares of common stock Scholar Rock’s ($SRRK) said its spinal muscular atrophy candidate apitegromab receives FDA Fast Track designation Industrials & Materials Aircraft leasing firm SMBC Aviation Capital has agreed to buy an additional 14 Boeing ($BA) 737 MAX aircraft with a low-cost carrier configuration, with deliveries due to begin later this year, it said on Tuesday. Carpenter Technology Corporation ($CRS) said it will increase base prices by 6% to 9% on new, non-contract orders across all specialty alloy products. Dycom ($DY) Q1 adj EPS loss (4c) vs. est. 6c; Q1 revs $727.5M vs. est. $752.1M; ended the quarter with cash and equivalents of $330.6M; sees Q2 revenue in-line to modestly lower, which is below est. $843.25M Air Transport Services Group, Inc. ($ATSG) announced that its leasing subsidiary Cargo Aircraft Management has committed to provide four additional Boeing 767-300 converted freighters to DHL Network Operations (USA), Inc. under the terms of stand-alone dry lease agreements Hydrofarm Holdings Group, Inc. ($HYFM) announced it has entered into an agreement to acquire House & Garden, Inc., Humboldt Wholesale, Inc., Allied Imports & Logistics, Inc., and South Coast Horticultural Supply, Inc. Nordson ($NSDN) Q2 EPS $2.12 vs. est. $1.64; Q2 sales $590M vs. est. $548M; sees FY EPS $7.20-$7.50 vs. est. $6.65 and sales up about 8%-10% GrafTech ($EAF) files to sell 20M shares of common stock for holders Rexford Industrial ($REXR) 9M share Spot Secondary priced at $55.60 Technology, Media & Telecom TrueCar ($TRUE) board increased maximum value of shares of stock that may be repurchased under its previously-announced share repurchase program to $150 mln Globant ($GLOB) announces offering of 1M common shares

lol > @thegiz18 said: $CGC appointed Martha Stewart as their official strategic advisor, what are they smoking there.

$CGC appointed Martha Stewart as their official strategic advisor, what are they smoking there.

RECAP 4/28 +Pos Comments: $PKG + Citi $TLRY +BofA $CGC + BofA $ILMN + Canaccord $STX + Wedbush RECAP 4/28 -Neg Comments: $CRON - BofA

$TLRY $CGC $ACB $APHA $MJ Weed stocks/ETF likely to pump in the next few days.

oh boy > @Pyrognosis said: im in CGC leaps. Deep underwater

im in CGC leaps. Deep underwater

CGC popping on the beverage news

oh I see Dros posted a flow on CGC. May just be the MMs hedging that up

seeing an algo pattern in CGC

2090 $CGC JUL2021 $40 Cs bought 5.3

2090 $CGC JUL2021 $40 Cs bought 5.3