$CHWY

$CHWY such a bae

what about CHWY?

and then closed my $CHWY stuff for this week

CHWY faken juicy breaking $78 and my $76/81 call spread being so good

$CHWY still green woof 🐶 woof

if $CHWY hits $80 eow its gonna be dope

$CHWY might hit $80 end of week eh?

beautiful reversal on $CHWY

$CHWY also being a bae

$CHWY above $75 you know thats what i like 2 see 🅱️🅱️

i just did the math and $CHWY is way too high % of my portfolio and it feels ruff

$CHWY back above $75 after having a rather ruff day

$CHWY $76+ lets go bb

very curious how $CHWY will trade this week.

$CHWY keeping its head above water

nice to see $CHWY above $75 still

CHWY really needs to hold $70-$72 area 

ouch for $CHWY

any dated $CHWY flow today @dros?

ima lol if CHWY goes positive today

sto $CHWY 18JUNE2021 $75/$70 put spread @ $1.50

that chwy dip so sweet

Upside: -NOVN +32% (reports positive topline results from pivotal Phase III trial of SB206 in patients with molluscum contagiosum) -PGEN +28% (announces positive topline results from Phase 1b/2a study of AG019 ActoBiotics, a Novel Therapy designed to address the underlying cause of Type 1 Diabetes; primary endpoints were met) -GENE +15% (US Patent Office grants foundational pharmacogenomic patent) -MX +15% (confirms 21% improved rival bid of $35/shr cash unsolicited proposal from Cornucopia Investment Partners) -ZDGE +9.5% (earnings, guidance) -ATC +8.4% (MKS Instruments said to have approached Atotech for acquisition) -ADMP +5.9% (provides update on clinical trial start-up progress for tempol in the treatment of COVID-19) -RFP +5.6% (announces $1/share Special Dividend, and $50M in lumber investments) -PLAY +5.3% (earnings, guidance) -AUTL +5.1% (presents new data on obe-cel in r/r Indolent B cell lymphomas and gives an update of obe-cel in r/r Adult ALL at the European Hematology Association Virtual Congress) -MBIO +5.0% (announced updated interim Phase 1/2 data for MB-106) -TYME +5.0% (comprehensive strategic review identified breast cancer as a priority indication for development, a focus on second-line pancreatic cancer, and continuation of trial in high-risk sarcomas) -LIFE +2.5% (presents poster demonstrating functional selectivity of second Anti-NRP2 Antibody) -OCGN +1.4% (Roth Capital broker downgrade) -AVO +1.3% (earnings, guidance) Downside: -ORPH -52% (application for MIPLYFFA under priority review with FDA, expected Prescription Drug User Fee Act action date of June 17; company not aware for reason for stock volatility) -VRTX -14% (reports primary endpoint achieved in Phase 2 Study of VX-864 in Alpha-1 Antitrypsin Deficiency but magnitude of treatment effect observed unlikely to translate into substantial clinical benefit) -CVAC -11% (downside momentum) -INCY -4.0% (FDA extendes the New Drug Application review period for ruxolitinib cream for the treatment of atopic dermatitis) -ADC -3.9% (prices 4.0M shares at implied $71.50/shr to raise $286M) -SNOW -3.7% (provides 2029 financial targets) -ELY -3.6% (to join S&P MidCap 400) -LTHM -3.2% (prices 13M shares at $17.50/shr) -AGNC -3.1% (reports tangible net book value) -RCL -2.1% (two guests aboard Celebrity Millennium test positive for COVID during required end-of-cruise testing) -CHWY -1.4% (earnings, guidance)

be your own analyst > @bunnytoad69 said: forgot to raise PTs for CHWY because they were raging too hard on Thirsty Thursday

forgot to raise PTs for CHWY because they were raging too hard on Thirsty Thursday

/*============================================= = Friday, June 11, 2021 = =============================================*/ Futures Up/Down % Last Dow 75.00 0.22% 34,429 S&P 500 4.25 0.11% 4,233 Nasdaq 13.50 0.09% 13,963 Stock futures are looking higher, trying to build off yesterday’s gains as the S&P 500 Index posted its first closing high in over a month and as the Nasdaq Composite outperformed (rising over 0.75%) as the yield on the benchmark 10-year yield fell to its lowest levels since March, now down around the 1.43% level. Market fears of rising prices and inflation have deteriorated despite another spike in CPI yesterday when prices topped 5% on YoY basis, its highest levels since 2008 as investors hang on to the notion (implied by the Fed) that the price hikes are indeed transitory. Market gains were paced by strong gain in healthcare and REITs. In Asian markets, The Nikkei Index fell -9 points to 28,948, the Shanghai Index slid -21 points to 3,589, and the Hang Seng Index rose 103 points to 28,842. In Europe, the German DAX is up about 40 points to 15,610, while the FTSE 100 is higher by 45 points to 7,133. Market Closing Prices Yesterday The S&P 500 Index gained 19.63 points, or 0.47%, to 4,239.18 The Dow Jones Industrial Average rose 19.10 points, or 0.06%, to 34,466.24 The Nasdaq Composite jumped 108.58 points, or 0.78%, to 14,020.33 The Russell 2000 Index declined -15.72 points, or 0.68% to 2,311.41 Events Calendar for Today 10:00 AM EST University of Michigan Sentiment June-P 1:00 PM EST Baker Hughes Weekly rig count data Other Key Events: FBN Securities Silicon Valley Tech Tour (virtual), 6/10-6/11 Oppenheimer Virtual Software & Semiconductor Bus Tour, 6/7-6/11 Macro Up/Down Last Nymex 0.13 70.42 Brent 0.14 72.66 Gold -6.00 1,892.50 EUR/USD -0.0014 1.2156 JPY/USD 0.16 109.49 10-Year Note -0.021 1.437% World News The U.S. Senate Commerce Committee unveiled on Thursday a bipartisan surface transportation bill that would authorize $78 billion over five years, including sharply higher passenger rail funding, along with tougher auto safety requirements. Ten Senate Democrats and Republicans say they reached five-year, nearly $1 trillion infrastructure deal ‘; agreement calls for about $974 bln in infrastructure spending over five years without raising taxes. The package includes about $579 bln in new spending. UK Apr GDP beat m/m: 2.3% m/m vs 2.2% cons; 3m/3m 1.5% in-line; y/y 27.6% in-line; UK April Trade Balance smaller deficit: -£10.96b vs -£12.1b consensus; UK Apr Trade Balance non-EU smaller deficit: -£5.55b vs -£6.54b previous Sector News Breakdown Consumer Chewy ($CHWY) 1Q EPS $0.09 vs. est. ($0.03) on sales $2.14B vs. est. $2.13B; Gross margin of 27.6% expanded 420 bps YoY; net margin of 1.8% improved 480 bps YoY; Q1 adjusted EBITDA of $77.4M; Q1 active customers 19.8M, up 31.6% from last year Dave & Busters ($PLAY) Q1 EPS $0.40 vs. est. loss (-$0.19); Q1 revs $265.3M vs. est. $256.6M; Q1 comp store sales fell -35%; sees Q2 revs $335M-$350M vs. est. $287.4M Copa Holdings ($CPA) reports revenue passenger miles dropped 58% to 753.6M in May 2021 vs. May 2019; capacity down 53.4% to 970.9M available seat miles as compared to May 2019 Energy, Industrials and Materials The IEA forecasts global oil demand to recover to pre-pandemic levels late next year and urged OPEC and its allies to keep markets balanced by tapping their plentiful spare production capacity Livent ($LTHM) 13M share Secondary priced at $17.50 REV Group ($REVG)5M share Secondary priced at $15.50 Navigator Holdings ($NVGS) Q1 EPS $0.05 vs. est. $0.05; Q1 revs $85.7M vs. est. $71.29M Financials AGNC Investment ($AGNC) estimates tangible net book value per share of $16.82 as of May 31, 2021, down 6.4% from $17.96 it estimated at April 30. Agree Realty ($ADC) 4M share Spot Secondary priced at $71.50 Manning & Napier ($MN) reports preliminary AUM $22.1B as of May 31 Victory Capital Holdings, Inc. ($VCTR) reported assets under management (AUM) of $160.9 billion as of May 31, 2021 TaskUs ($TASK)2M share IPO priced at $23.00 Healthcare Vertex Pharma ($VRTX) shares declined over 10% after abandoning further development of VX-864 for alpha-1 antitrypsin deficiency saying that the treatment benefit seen in a phase 2 study is “unlikely to translate into substantial clinical benefit.” Jury selection began this week in a case considered one of the biggest and most complicated in the effort to hold corporations liable for the opioid crisis according to Barron’s. The trial, in New York, was delayed a year because of the pandemic. New York state and two of its counties, Nassau and Suffolk on Long Island, are suing a number of companies, including Johnson & Johnson (JNJ), McKesson ($MCK) and Teva Pharmaceutical ($TEVA), for monetary damages Tyme Technologies, Inc. ($TYME) completes strategic review, announces oasis breast trial with Georgetown University, and reports fiscal year 2021 financial results; review identified breast cancer as a priority indication for development, a focus on second-line pancreatic cancer, and continuation of trial in high-risk sarcomas CureVac ($CVAC) slides; The efficacy of CureVac’s Covid-19 vaccine is still hard to determine but is set to remain in focus as critical data from the phase 3 trial is expected this month, Berenberg says. Analysts at the bank say the trial’s progress seems encouraging and could facilitate a rapid regulatory discussion in the coming months. They expect the CVnCoV vaccine to be 70% to 80% effective – DJ PTC Therapeutics ($PTCT) announced interim results from the ongoing RAINBOWFISH trial that demonstrated pre-symptomatic infants with spinal muscular atrophy, or SMA Vertex Pharmaceuticals ($VRTX) and CRISPR Therapeutics ($CRSP) announce new data on 22 patients, with follow-up of at least 3 months, treated with CRISPR/Cas9-based gene-editing therapy, CTX001 Technology, Media & Telecom Nvidia ($NVDA) has agreed to acquire DeepMap, a startup committed to building high-definition maps for autonomous vehicles to navigate the world safely Didi Chuxing, China’s biggest ride-hailing firm, made public the filing for its long-anticipated U.S. stock market listing, setting the stage for what is expected to be the world’s biggest initial public offering this year. SeaChange ($SEAC) 1Q adj EPS ($0.07) vs. est. ($0.09) on revs $5.1Mm vs. est. $4.9Mm; qtr end backlog $20.1Mm

$CHWY raised to $110

great er > @bunnytoad69 said: $CHWY getting slapped

$CHWY getting slapped

I am playing earnings on $CHWY - SOLD -3 IRON CONDOR CHWY 100 (Weeklys) 11 JUN 21 79/84/79/74 CALL/PUT @3.63 CBOE

praying for CHWY earnings

/*============================================= = Thursday, June 10, 2021 = =============================================*/ Futures Up/Down % Last Dow 80.00 0.23% 34,410 S&P 500 2.25 0.07% 4,211 Nasdaq -37.50 0.27% 13,766 U.S. stock futures are mixed into key monthly inflation data as the May Consumer Price Index (CPI) is set to be revealed at 8:30 AM, with an expected MoM rise of 0.4% for both headline and core prices and YoY prices to rise 4.7% (which would be the biggest YoY rise since 2008) and 3.4% (would be highest since YoY core spike since 1993) for headline and core respectively. Treasury yields have been sliding over the last week to one-month lows around 1.50% for the benchmark 10-year ahead of the data, as it appears markets have accepted the recent rise in prices as “transitory” which is what the Fed has been echoing for weeks now. While the Fed has pledged not to hike interest rates before 2023, some economists say that is wishful thinking if these levels of inflation keep up. The S&P 500 flirted with a record high Wednesday before retreating in afternoon trading, once again nearly tagging its 4,238.04-record intraday high. The yield on 10-year Treasuries sank to almost 1.47%, while the 30-year bond touched 2.148%, the lowest since March 1. On a weekly basis, the S&P 500 is on track for its smallest range as a percentage of the prior week’s close since mid-October 2017. In Asian markets, The Nikkei Index rose 97 points to 28,958, the Shanghai Index rose 19 points to 3,610 and the Hang Seng Index slipped -3 points to 28,738. In Europe, the German DAX is up over 320 points to top 15,600, while the FTSE 100 is up around 25 points to 7,105. Not much going on in individual stock news other than several new IPO’s pricing overnight and open for trading today along with momentum sectors remaining very volatile including Reddit/WSB related “meme” stocks and Bitcoin leveraged stocks. Events Calendar for Today 8:30 AM EST Consumer Prices (CPI) MoM for May…est. 0.4% 8:30 AM EST Consumer Prices (CPI) YoY for May…est. 4.7% 8:30 AM EST CPI Ex: Food & Energy MoM for May…est. 0.4% 8:30 AM EST CPI Ex: Food & Energy YoY for May…est. 3.4% 8:30 AM ET Weekly Jobless Claims…est. 370K 8:30 AM EST Continuing Claims…est. 3.602M 10:30 AM ET Weekly EIA Natural Gas Inventory Data 2:00 PM EST Federal Budget for May Earnings Calendar: Earnings Before the Open: A LOT, $FCEL, JW/A, $KSPN, $SIG Earnings After the Close: $AVO, $CGRN, $CHWY, $NVGS, $PLAY, $SEAC, $TPCS, $TYME, $ZDGE Other Key Events: Baird Global Consumer, Technology & Services Conference 2021 (virtual), 6/8-6/10 Deutsche Bank Global Consumer Conference (virtual), 6/7-6/10 FBN Securities Silicon Valley Tech Tour (virtual), 6/10-6/11 Goldman Sachs Healthcare Conference (virtual), 6/8-6/10 Goldman Sachs 25th Annual European Financials Conference (virtual), 6/8-6/10 Jefferies Healthcare Virtual Conference, 6/8-6/10 Oppenheimer Virtual Software & Semiconductor Bus Tour, 6/7-6/11 Piper Global Exchange & FinTech Conference (virtual), 6/9-6/10 REITWeek 2021 Investor Virtual Conference, 6/8-6/10 Market Closing Prices Yesterday The S&P 500 Index slipped -7.71 points, or 0.18%, to 4,219.55 The Dow Jones Industrial Average fell -152.68 points, or 0.44%, to 34,447.14 The Nasdaq Composite dipped -13.16 points, or 0.09%, to 13,911.75 The Russell 2000 Index declined -16.63 points, or 0.71% to 2,327.13 Macro Up/Down Last Nymex 0.08 70.04 Brent 0.14 72.36 Gold -9.00 1,879.55 EUR/USD -0.0018 1.2162 JPY/USD -0.12 19.51 10-Year Note +0.012 1.501% World News A bipartisan group of House moderates on Wednesday unveiled an eight-year, $1.25 trillion infrastructure plan designed to help break the months-long impasse over President Biden’s top domestic legislative priority. The framework offered by the 58-member Problem Solvers Caucus calls for more than $959 billion for traditional infrastructure, including highways, bridges, rail, airports and waterways; $25 billion of that money would be set aside for electric vehicle infrastructure, including electric buses. Sector News Breakdown Consumer GameStop ($GME) Q1 adj EPS loss (-$0.45) vs. est. loss (-$0.84); Q1 sales $1.3B vs. est. $1.16B; says may offer and sell up to 5 mln shares of its common stock, from time to time, in “at-the-market” offerings – shares slip on offering; named two Amazon executives as its CEO and CFO – Matt Furlong will succeed George Sherman as CEO and Mike Recupero will succeed Jim Bell as CFO; continues to suspend guidance; says Q2 sales trends continue to reflect momentum, with may total sales increasing approximately 27% compared to last year; Oxford Industries ($OXM) Q1 adj EPS $1.89 vs. est. $1.06; Q1 sales $266M vs. est. $233.1M; raises FY21 EPS view to $4.85-$5.15 from $2.80-$3.20 (est. $3.05); raises FY21 revenue view to $1.015B-$1.05B from $940M-$980M (est. $968.86M) RH ($RH) shares rise 6%; Q1 adj EPS $4.89 vs. est. $4.10; Q1 revs $860.8M vs. est. $757.65M; raising our outlook for revenue growth in fy21 to a range of 25% to 30% from prior outlook of 15%-20%; sees 2q adj operating margin in range of 25.9% to 26.1% and Q2 revs growth 35%-37%; Q1 adjusted gross margin of 47.3% of sales vs. 41.8% a year ago and 46.1% consensus Celsius Holdings ($CELH)52M share Spot Secondary priced at $62.50 Leslie’s ($LESL) 24.5M share Secondary priced at $27.64 Energy, Industrials and Materials Blocked by US President Joe Biden, Canada’s TC Energy ($TRP) said Wednesday it had officially terminated the Keystone XL Pipeline project, throwing in the towel on a controversial initiative opposed by environmental activists. Callon Petroleum ($CPE) and Continental Resources ($CLR) downgraded to Sector Perform from Outperform at RBC Capital with a price target of $54 (up from $44) and tgt of $40 (up from $34) respectively, citing strong relative performance and believes that its upside is now in line with its peers Marathon Oil ($MRO) upgraded to Outperform from Sector Perform at RBC Capital with a price target of $18 from $14 saying the stock provides an attractive opportunity to express bullishness on oil prices, while the company’s “ultra-low” break-even point and maintenance capital program support robust free cash flow generation at even depressed commodity prices Greif Inc. ($GEF) Q1 adj EPS $1.13 vs. est. $1.06; Q2 sales $1.34B vs. est. $1.26B; Net cash provided by operating activities increased by $52.5 million to a source of $152.3 million; total debt decreased by $368.9 million Financials AllianceBernstein L.P. ($AB) announced that preliminary assets under management increased to $731 billion during May 2021 from $724 billion at the end of April; firmwide net inflows, coupled with market appreciation, drove the 1% increase Franklin Resources, Inc. ($BEN) reported preliminary month-end assets under management of $1,543.5 billion at May 31, 2021, compared to $1,529.3 billion at April 30, 2021. Virtus Investment partners, Inc. ($VRTS) reported total assets under management (aum) as of May 31, 2021 of $175.5 billion. in addition, the company provided services to $3.7 billion of other fee-earning assets that are not included in assets under management. Bank of Hawaii ($BOH) announces the offering of 7.2M depositary shares for gross proceeds of $180M Clarivate ($CLVT)462M share Secondary priced at $26.00 Healthcare Aclaris Therapeutics ($ACRS)04M share Spot Secondary priced at $17.75 Apria ($APR)5M share Secondary priced at $27.00 Clover Health Investments ($CLOV) downgraded to Underperform from Neutral at Bank America with an unchanged price target of $10 noting the 100% rally in the past week and shares are now trading at a 70% premium to Alignment Healthcare (ALHC), its closest comp LifeStance ($LFST) 40M share IPO priced at $18.00 Technology, Media & Telecom The global semiconductor market will rise from 6.8% in 2020 to 19.7% this year to ~$527B according to World Semiconductor Trade Statistics estimates. For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category ChipMOS ($IMOS) reports May revenue of $84.4M (+2.4% M/M; +30.7% Y/Y) TSMC’s ($TSM) May revenue rose 19.8% Y/Y and 0.9% M/M to NT$112.360B Xilinx ($XLNX) has acquired Silexica, a privately-held provider of C/C++ programming and analysis tools; terms not disclosed Genius Sports ($GENI) 22M share Secondary priced at $19.00 Materialise ($MTLS) 4M share Spot Secondary priced at $24.00 PLBY Group ($PLBY)72M share Secondary priced at $46.00 Zeta Global ($ZETA)5M share IPO priced at $10.00 1stDibs ($DIBS)75M share IPO priced at $20.00 com ($MNDY) 3.7M share IPO priced at $155.00 Jamf Holding ($JAMF)5M share Secondary priced at $33.00 Asana ($ASAN) disclosed that its CEO Dustin Moskovitz bought 500K shares of common stock on June 7th in a total transaction size of $19.7M Latch Inc. ($LTCH) 1Q revs $6.6Mm +143%, booked ARR $38.9Mm +120%, total bookings $71.7Mm +89%; says plans to increase investments in sales and marketing as well as new experiences and products; guides 2Q revs $9-10Mm with total bookings $82-87Mm and adj EBITDA ($17Mm) to ($20Mm); sees FY revs $47-51Mm with total bookings $290-325Mm and adj EBITDA ($75Mm) to ($95Mm) Verint Systems ($VRNT) Q1 adj EPS $0.44 vs. est. $0.35 on revs $202Mm vs. est. $196.5Mm, cloud revs up more than 35% YoY; guides FY adj EPS $2.23 at midpoint vs. est. $2.19, sees FY revs $860Mm +/- 2% vs. est. $861.7Mm (sees cloud revs +30-35%, sees new PLE bookings 10+%)

$chwy earning tomorrow

I'm not looking anymore at it, it's a $CHWY play , maybe if $CHWY does good

i closed like $20K worth of risk this morning including my june CHWY put sells

hows that chwy exposure bt

except my $CHWY put sells for July 16. i kept those, but i closed all the june Juans.

CHWY running in PM/opening at $80 and then slidin' almost $2 is why I have trust issues ._. lol

chomp chomp chwy

up 2% on that open cuz $CHWY going KABLOOIE

$CHWY was a honey badger and shook off that noon diparoo

sto $CHWY 11JUNE2021 $79/$73 put spread @ $2.40 sto $CHWY 18JUNE2021 $79/$69 put spread @ $3.31 sto $CHWY 16JULY2021 $80/$70 put spread @ $4.19 bto $CHWY 21JAN2022 $100 C's @ $6.35

do you think $CHWY JAN2022 $100 C's @ $6.35 are unreasonable

$60 > @bunnytoad69 said: @dros what LEAPS were you in for $CHWY again? JAN2022 $100s?

@dros what LEAPS were you in for $CHWY again? JAN2022 $100s?

CHWY is pretty good way to play earnings

that BIIB trade is not someting i would advise > @bunnytoad69 said: i think my moves for today are: sell $375/$350 weekly put spread on $BIIB and sell $80/60 July put spread on $CHWY before earnings.

gotta wait for a wee bit at open to see what $BIIB does and if the premiums aren't what i was expecting, but feeling real good about the ol' CHWY i tell ya hwhat.

i think my moves for today are: sell $375/$350 weekly put spread on $BIIB and sell $80/60 July put spread on $CHWY before earnings.

@dros I think I'm gonna sell a few 16JULY2021 $80/60 put spreads on $CHWY for like ~$6 credit, and then use those to buy JAN2022 $100 C's