$EXC

RECAP 7/14 Unusual Calls: $DHI Aug 80 C $CZR Jan 45 C $NCR Aug 44 C $CCJ Jul 22.5 C $BMY Aug 77.5 C $NRG Jan 50 C $AAPL Oct 165 C $TSM Oct 80 C $CLR Sep 75 C $EXC Sep 47 C $AVTR Aug 30 C $SABR Aug 7 C $TWTR Oct 42/49 C 1x2

Me gusta mucho el sector de Utilities en compañias que tienen momentum y se encuentran en pullback como $EXC

3.1 Mil $EXC @ 46.95

5000 $EXC Jan23 45.0 Calls $3.80 (CboeTheo=3.69) ASKSIDE PHLX IV=22.2% +0.2 PHLX 346 x $3.60 - $3.80 x 84 PHLX SPREAD/CROSS/TIED - OPENING Vol=5005, OI=224

New option listings for 2/3 include Exelon ($EXC) and TRIRF Stock ($TRIRF). Option delistings effective 2/3 include Triterras Inc ($TRIT).

i like them buying F, I'm becoming a fan .. just have to convince my husband to buy me a F truck now LOL > @dros said: LARGEST OPEN INTEREST INCREASES AMONG SINGLE STOCK OPTIONS TODAY PAYPAL $PYPL META PLATFORMS $FB FORD $F EXELON $EXC QUALCOMM $QCOM

LARGEST OPEN INTEREST INCREASES AMONG SINGLE STOCK OPTIONS TODAY PAYPAL $PYPL META PLATFORMS $FB FORD $F EXELON $EXC QUALCOMM $QCOM

Upgrades 1/12: $BAND $CHGG $CRS $CVI $DAL $ENPH $EXC $GLPI $HA $HAL $KRG $LTC $MAT $MQ $NIO $OVV $RMD $SEDG $SPWR $SQM $UAL $VMW $WEC $XHR

Upgrades 1/3: $ALNY $AVB $BXP $CHRW $COO $CP $IIVI $MCD $NVCR $NVT $PNC $PYPL $REG $REGN $RF $RKT $SE $SEAT $SLG $UAL $WFC $WOLF . Downgrades 1/3: $ACC $ATUS $CAKE $CARR $CHTR $EXC $FTV $GMAB $HBAN $JBLU $KC $KIM $LUV $MMC $MPW $NAVI $QSR $ROST $SAVE $SYF $TT $USB

Unusually heavy option volume on today's open include $WDC, $MU, $STX, $EXC, and $OXY.

$EXC long term weekly peaking a breakout

locked in EXC near resistance

i Said yesterday in chat $EXC was a chris type of trade not sure if he saw that comment

I do... looking at a longer term swing. > @Marcosx said: CHris would prob like that EXC chart

CHris would prob like that EXC chart

$EXC Nov 50 and Jan 55's active too

thats a real swing of the bat in $EXC

6250 $EXC APR2022 $55 Cs trade 0.69

6250 $EXC APR2022 $55 Cs trade 0.69

not a bad look that exc

another 6200 $EXC calls

3680 $EXC APR2022 $55 Cs trade 0.65

3680 $EXC APR2022 $55 Cs trade 0.65

6197 $EXC Apr22 14th 55.0 Calls trade $0.69 (CboeTheo=0.63) ASKSIDE [AMEX] IV=21.0% +0.8 FLOOR - OPENING Vol=10k, OI=443,

Tuesday, September 14, 2021 Futures Up/Down % Last Dow 39.00 0.11% 34,793 S&P 500 4.25 0.11% 4,464 Nasdaq 4.50 0.03% 15,434 U.S futures are looking flattish to slightly higher ahead of key inflation data later this morning, as the August Consumer Price Index (CPI) is expected to show a MoM increase of +0.4% and YoY rise 5.3% (which would mark a 4th straight month above 5%). The data could set the tone for the rest of the day as the 10-year Treasury yield is up 1.5 bps to 1.339% ahead of the data, while the dollar index is down slightly around 92.60. In Asian markets, The Nikkei Index rose 222 points to 30,670, the Shanghai Index dropped -52 points (1.42%) to settle at 3,662 and the Hang Seng Index declined -311 points (1.21%) to 25,502. In Europe, the German DAX is up about 15 points to 15,720, while the FTSE 100 is down about -20 points to 7,050. On Monday, the S&P snapped its longest losing streak since February (5-days) while the blue-chip Dow Jones Industrial produced its best daily gain since early August as investors bought energy and financial assets to start the week. The Dow closed up by about 262 points, or 0.8%, to 34,870, halting a five-session skid and notching its best point and percentage advance since Aug. 5. The S&P 500 index climbed 10 points, or 0.2%, to around 4,469, also ending a five-session slide. The Nasdaq Composite Index slipped 0.1% at around 15,106, extending its string of declines to four straight sessions, representing the longest such skid since a five-session slump ended July 19. Of note later today, investors await AAPL’s first fall event at 1PM ET / 10AM PT, with expectations for a new iPhone, and updates on other products. Events Calendar for Today 6:00 AM ET NFIB Small Business Optimism for Aug 7:45 AM ET ICSC Weekly Retail Sales 8:30 AM ET Consumer Price Index (CPI) MoM for Aug…est. +0.4% 8:30 AM ET Consumer Price Index (CPI) YoY for Aug…est. +5.3% 8:30 AM ET CPI Core: Ex: Food & Energy MoM for Aug…est. +0.4% 8:30 AM ET CPI Core: Ex: Food & Energy YoY for Aug…est. +4.2% 8:55 AM ET Johnson/Redbook Weekly Sales 4:30 PM ET API Weekly Inventory Data Earnings Calendar: Earnings Before the Open: A LOT, CNM, FCEL, PETM Earnings After the Close: ASPU, EWCZ, IBEX, SKIL Other Key Events: Apple (AAPL) announces product launch event today China Retail Sales and Industrial Output for Aug Barclay’s Financial Services Conference (virtual) 2021, 9/13-9/15 BMO Capital 2021 Real Estate Conference (virtual), 9/13-9/14 Citigroup 2021 Global Technology Conference (virtual), 9/13-9/15 Cowen 2nd Annual Health, Wellness & Beauty Summit (virtual), 9/13-9/14 Credit Suisse 34th Annual Basic Materials Conference (virtual), 9/13-9/14 Deutsche Bank 11th Annual Aircraft, Finance & Leasing Conference, 9/13-9/14, in NY JPMorgan Gaming, Lodging, Restaurant & Leisure Management Forum, 9/13-9/14 Piper Global Technology Conference (virtual), 9/13-9/14 Piper 2021 D.C. Bank Field Trip, 9/13-9/15 Baird Global Healthcare Conference 2021 (virtual), 9/14-9/15 Barclay’s Financial Services Conference (virtual) 2021, 9/13-9/15 HC Wainwright 23rd Annual Global Investment Conference (virtual), 9/13-9/15 Jefferies Software Conference (virtual), 9/14-9/15 Lake Street 5th Annual Best Ideas Growth Conference (virtual), 9/14-9/15 Market Closing Prices Yesterday The S&P 500 Index gained 10.15 points, or 0.23%, to 4,468.73 The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63 The Nasdaq Composite slipped -9.91 points, or 0.07%, to 15,105.58 The Russell 2000 Index advanced 13.24 points, or 0.59% to 2,240.78 Macro Up/Down Last Nymex 0.56 71.01 Brent 0.61 74.13 Gold -7.10 1,786.65 EUR/USD -0.0004 1.1807 JPY/USD 0.10 110.09 10-Year Note +0.015 1.338% World News UK July Employment Change higher at 183k vs 178k consensus while UK July Unemployment Rate in-line at 4.6% Japan July Industrial O/P in line fell -1.5% m/m and 13.3% y/y; Japan July Capacity Utilization -3.4% vs 6.2% previous Sector News Breakdown Consumer Herbalife Nutrition ($HLF) cuts Q3 EPS and sales view; cuts FY21 revenue view to 4.5%-8.5% from 8.5%-12.5% and EPS to $4.55-$4.95 from $4.70-$5.10 (est. $4.99) saying they recently observed lower than expected levels of activity amongst its independent distributors that has led to a decrease in expected third quarter and full year net sales AMZN ($AMZN) has increased its average starting wage in the United States to more than $18 an hour, a ~6% hike, and plans to hire another 125,000 warehouse and transportation workers, according to Reuters Figs ($FIGS) files to sell 8.83M shares of Class A common stock for holders Volt information Sciences ($VOLT) 3Q adj EPS $0.05 vs est. $0.04 on revs $217.5Mm vs est. $213Mm Energy, Industrials, Materials The Pentagon has awarded Lockheed Martin Corp ($LMT) annualized contracts for 2021 and option years 2022 and 2023, worth up to $6.6 billion to support operations and sustainment of the global F-35 fleet, its F-35 Joint Program Office said Exelon ($EXC) upgraded to Buy from Neutral at Mizuho and raise tgt to $53 from $47.50 Matrix Service Company ($MTRX) 4Q adj EPS ($0.40) vs est. ($0.03) on revs $174.9Mm vs est. $177.2Mm, backlog as of June 30 was $462.6Mm; says award activity in the first quarter of fiscal 2022 has accelerated and we are expecting increasing awards and improving backlog as we move through the fiscal year MP Materials ($MP) announces offering of 4M shares of common stock for holders Financials Intuit ($INTU) said it would buy email marketing company Mailchimp for about $12 billion in a cash-and-stock deal (confirmed a late day WSJ report that INTU was in works to acquire the company) AllianceBernstein L.P. ($AB) said preliminary assets under management increased to $761 billion during August 2021 from $748 billion at the end of July. Market appreciation and firmwide net inflows drove the 2% increase. In the month of August, net inflows to Retail and Institutions were partially offset by modest net outflows from Private Wealth. Discover Financial Services ($DFS) said credit card delinquency rate 0.92% at August end vs 0.93% at July end and credit card charge-off rate 1.14% at August end vs 1.09% at July end Invesco Ltd. ($IVZ) preliminary month-end assets under management ($AUM) of $1,562.7 billion, an increase of 2.2% versus previous month-end. Total net inflows were $13.6 billion. The firm achieved net long-term inflows of $8.4 billion this month. Manning & Napier, Inc. ($MN), reported preliminary assets under management as of August 31, 2021 of $22.7 billion, compared with $22.5 billion at July 31, 2021, and $22.3 billion at June 30, 2021. Opendoor Technologies ($OPEN) announces offering of 28M shares of common stock for holders Victory Capital Holdings, Inc. ($VCTR) reported assets under management ($AUM) of $164.9 billion as of August 31, 2021. Life Storage ($LSI)5M share $306M Spot Secondary offering priced at implied $122.40 Healthcare Incyte ($INCY) announces ruxolitinib cream data accepted for presentation at the 2021 European academy of dermatology and venereology (EADV) virtual congress KalVista Pharmaceuticals (KALV) announces the lifting of FDA clinical hold for phase 2 trial of KVD824 MaxCyte, Inc. ($MXCT) 2Q EPS ($0.05) vs est. ($0.07) on revs $7.1Mm vs est. $5.7Mm; guides FY revs about $30Mm vs est. $28.2Mm Akerna ($KERN) will acquire business management software system 365 Cannabis in a $17M deal; Akerna will pay $4M in cash and $13M in stock, with a potential earn-out of $8M. The transaction is expected to close in Q4. Avantor ($AVTR)83M share Secondary priced at $42.00 Technology, Media & Telecom Oracle ($ORCL) Q1 adj EPS $1.03 vs. est. $0.97; Q1 revs $9.73B vs. est. $9.77B; Q1 Cloud Services and License Support Revenue $7.37B, Q1 Cloud License And On-Premise License Revenue $813M; Q1 Hardware Revenue $763M and Q1 Services Revenue $781M; Q1 GAAP operating income was up 7% to $3.4 billion, and GAAP operating margin was 35%; Non-GAAP operating income was up 4% to $4.3 billion; sees Q2 EPS $1.09-$1.13 vs. est. $1.08 and sees Q2 revs up 3%-5% SeaChange Int’l ($SEAC) 2Q adj EPS loss ($0.03) vs est. ($0.09) on revs $6.5Mm vs est. $5Mm IAC/InterActiveCorp (IAC) said August revenue for ANGI up 21%, DotDash up 29%, search up 67%; said August rev for emerging and other up 33% Vimeo Inc. ($VMEO) August total rev up 33%, August average revenue per user up 15% Semiconductor equipment makers Advanced Energy ($AEIS), Applied Materials ($AMAT) and Lam Research ($LRCX) all downgraded to Neutral from Positive at Susquehanna, while the firm upgraded KLA Corp. ($KLAC) to Positive from Neutral at Susquehanna Sportradar ($SRAD) 19M share IPO priced at $27.00

Thursday, September 2, 2021 Futures Up/Down % Last Dow 45.00 0.13% 35,335 S&P 500 6.25 0.14% 4,527 Nasdaq 29.50 0.19% 15,638 Stock index futures are indicating a higher open with rates edging down (10-year drops back below 1.3%) as investors await another set of numbers on the labor market in the form of weekly jobless claims, ahead of Friday’s payrolls report (which followed a weaker private payroll report from ADP yesterday). A brutal night across the Northeast saw tornado watches and flash flood warnings for parts of the Tri-State Area as remnants of Hurricane Ida brought in heavy winds and drenching rains that turned major highways into rivers and even showed water rushing through Newark Liberty International Airport, canceling all flights there. The tail-end of hurricane Ida dumped a “record breaking” amount of rain over New York and New Jersey putting both areas into states of emergency. Hurricane Ida, which devastated Louisiana this week, could mobilize lawmakers to pass the bipartisan $1T infrastructure bill, which is making its way through Congress. In Asian markets, The Nikkei Index rose 92 points to 28,543, he Shanghai Index climbed 29 points to 2,597, and the Hang Seng Index advanced 62 points to settle at 26,090. In Europe, markets are quiet as the German DAX is flat at 15,825, while the FTSE 100 is down a few points to 7,145. Bitcoin prices moved back above the $50K level overnight, last trading up 3.3% around $49,900 in a rebound for crypto; Ethereum prices up modestly after outperformance Wednesday, last around $3,750. Crude is rising after OPEC+ ministers’ unity reinforced market stability Events Calendar for Today 7:30 AM ET Challenger Layoffs for Aug 8:30 AM ET Weekly Jobless Claims…est. 345K 8:30 AM EST Continuing Claims…est. 2.775M 8:30 AM ET International Trade for July…est. (-$71.0B) 8:30 AM ET Nonfarm Productivity, Q2…est. 2.4% 8:30 AM ET Unit Labor Costs for Q2…est. 0.9% 10:00 AM ET Factory Orders MoM for July…est. 0.3% 10:00 AM ET Durable Goods Orders MoM for July 10:30 AM ET Weekly EIA Natural Gas Inventory Data Earnings Calendar: Earnings Before the Open: AEO, BNED, BRC, CIEN, DCI, DLTH, GCO, GIII, GMS, JRL, JW/A, KIRK, LE, MCFT, MEI, SCWX, SIG, TTC Earnings After the Close: AVGO, COO, CTHR, CTLP, DOCU, GWRE, HPE, JOAN, LAW, MDB, MDLA, MEIP, NX, OOMA, OXM, PD, SAIC, TLYS, YEXT Other Key Events: Barclay’s Media & Telecom Forum (virtual), 9/1-9/2 Stephens Auto investor Field Trip, 9/1-9/2 Caixin Services PMI for Aug Market Closing Prices Yesterday The S&P 500 Index gained 1.41 points, or 0.03%, to 4,524.09 The Dow Jones Industrial Average fell -48.20 points, or 0.14%, to 35,312.53 The Nasdaq Composite climbed 50.15 points, or 0.33%, to 15,309.38 The Russell 2000 Index advanced 13.28 points, or 0.58% to 2,287.06 Macro Up/Down Last Nymex 0.36 68.95 Brent 0.38 71.97 Gold 1.50 1,815.40 EUR/USD 0.0015 1.1854 JPY/USD 0.00 110.01 10-Year Note -0.013 1.289% Sector News Breakdown Consumer Chewy ($CHWY) shares fell -10%; 2Q adj EBITDA $23.3Mm vs est. 34.4Mm on sales $2.16B vs est. $2.2B; sees FY net sales $8.9B-$9.0B vs. est. $9.0B Costco ($COST) reported total comparable sales for Aug. that beat the average analyst estimate; Aug. total comparable sales +14.2%, estimate +12.5%; Aug. U.S. comparable sales excluding fuel, currencies +10.1%, estimate +7.10% Five Below ($FIVE) shares fell -9%; 2Q EPS $1.15 vs est. $1.11 on sales $646.6Mm vs est. $648.3Mm; guides 3Q net sales $550-565Mm on +MSD comps vs est. $551Mm, sees EPS $0.23-0.30 vs est. $0.27 Hormel Foods ($HRL) shares fall -4%; Q3 adj EPS $0.39, in-line with estimates; Q3 revs $2.86B vs. est. $2.73B; Q2 volume of 1.2B pounds, up 1%; organic volume down 2%; operating margin 7.2%; cuts FY21 EPS view to $1.65-$1.69 from $1.70-$1.82, while raises FY21 revenue view to $11B-$11.2B from $10.2B-$10.8B Chinese regulators summoned 11 ride-hailing firms including DIDI Global ($DIDI) to discuss concerns related to the sector; China’s transport ministry highlighted the hiring of unqualified drivers and use of promotions that disrupt fair market order during the meeting Sportsman’s Warehouse ($SPWH) Q2 adj EPS $0.44 vs. est. $0.48; Q2 sales $361.8M vs. est. $345.6M; said Q2 same store sales decreased 9.9% compared to the same period last year; For the first half of fiscal year 2021, same store sales increased 3.4% compared to the same period last year; Adjusted EBITDA was $35.2M compared to $53.6M in the comparable prior year period; not providing guidance Smith & Wesson Brands ($SWBI) Q1 adj EPS $1.57 vs. est. $1.29; Q1 revs $274.6M vs. est. $278.59M; record gross margin of 47.3% vs. 40.2% last year ChargePoint Holdings ($CHPT) rises 12%; 2Q EPS ($0.29) vs est. ($0.13) on revs $56.1Mm vs est. $49.1Mm, says activated ports exceed 118,000 with over 5,400 in Europe and over 3,700 DC fast charge ports; guides 3Q revs $60-65Mm vs est. $54.7Mm, sees FY revs $225-235Mm up from $195M-$205M vs est. $206.6Mm DraftKings ($DKNG) announced the launch of DraftKings Online Sportsbook in Wyoming, marking the thirteenth state in which its mobile sportsbook is available Tesla ($TSLA) now aims for Full Self-Driving Beta public release ~September 25th, Electrek reports https://electrek.co/2021/09/01/tesla-full-self-driving-beta-public-release-4-weeks/ Energy, Industrials and Materials Greif ($GEF) Q3 adj EPS $1.93 vs. est. $1.54; Q3 revs $1.49B vs. est. $1.39B; sees FY21 EPS $5.10-$5.30 vs. est. $4.63; sees FY21 adjusted free cash flow $335M-$365M Ingersoll Rand Inc. ($IR) authorized a new share repurchase program of $750 mln Exelon ($EXC) tells Illinois lawmakers and Gov. J.B. Pritzker to finalize an energy policy deal by September 13 or face the permanent closure of one of the state’s six nuclear power plants. Energy Transfer ($ET) signed a 15-year power purchase agreement to buy 120 MW of electricity from SoftBank’s ($SFTBY) Eiffel Solar project in northeast Texas; financial terms are not disclosed. General Electric ($GE) was awarded a not-to-exceed $1.65B firm-fixed-price, indefinite-delivery, performance-based logistics requirements contract for the repair, upgrade or replacement, inventory management, and required supply response times of 17 F414 engine components in support of the F/A-18 aircraft Virgin Galactic ($SPCE) slips after the U.S. Federal Aviation Administration (FAA) said on Wednesday it is investigating descent deviation of July 11 flight of SPCE rocket plane that carried British billionaire Richard Branson. FAA spokesman told Reuters vehicle “deviated from its Air Traffic Control clearance as it returned to Spaceport America. The FAA investigation is ongoing.” Donaldson ($DCI) Q4 EPS $0.66 in-line with estimates; Q4 revs $773.1M vs. est. $770.69M; sees FY22 EPS $2.50-$2.66 vs. est. $2.68; sees FY22 sales growth of 5%-10% (est. $3.12B) OPEC+ and its allies agreed yesterday to stick to their existing plan for gradual monthly oil-production increases after a video conference. Ministers ratified the 400,000 barrel-a-day supply hike scheduled for October after one of the quickest meetings in recent memory. Financials CIBC to become exclusive credit card issuer for Costco Mastercard’s in Canada and acquire existing Costco Canadian credit card portfolio Over the last six months SPACs have lost $75 billion. A group of 137 SPACs that closed mergers by mid-February have lost 25% of their combined value. At one point last month, the pullback topped $100 billion – WSJ Healthcare FDA AdComm to discuss Pfizer ($PFE) and BioNTech SE ($BNTX) application for COVID-19 Booster on September 17th Assembly Biosciences, Inc. ($ASMB) shares fall -20%, as the clinical-stage biotechnology company developing innovative therapeutics targeting hepatitis B virus ($HBV), today announced its decision to discontinue development of ABI-H2158 (2158) following the observation of elevated ALT levels consistent with drug-induced hepatotoxicity in an ongoing Phase 2 trial. Cannabis space: The newly inaugurated governor of New York says she wants to “jumpstart” the implementation of marijuana legalization—and she took a major step on Wednesday by making two key regulatory appointments for the state’s cannabis market that have now been confirmed in a Senate committee during a special session (watch shares of $TLRY, $CURLF, $GTBIF, $CRON) https://bit.ly/3jzhR0D Phreesia ($PHR) 2Q EPS ($0.48) vs est. ($0.10) on revs $51Mm vs est. $47.2Mm, says avg number of provider clients was 1,987 in qtr vs 1,668 prior year +19%; guides FY revs $195-198Mm vs est. $193.4Mm, continue to expect overall cash outflow to increase in FY22 vs FY21 NeoGenomics Inc ($NEO) files prospectus related to resale or other disposition of 4.4 mln shares by selling stockholders Ascendis Pharma ($ASND)5M share Secondary priced at $160.00 Technology, Media & Telecom Asana ($ASAN) Q2 adj EPS loss (-$0.23) vs. est. loss (-$0.26); Q2 revs $89.5M vs. est. $82.24M; sees Q3 adj EPS loss (27c)-(26c) vs. est. loss (-$0.28); sees Q3 revs $93M-$94M vs. est. $86.72M; raises FY22 revenue view to $357M-$359M from $336M-$340M (est. $338.81M); Revenues from customers spending $5,000 or more on an annualized basis grew 97% YoY; customers spending $50,000 or more on an annualized basis increased to 598, up 111% YoY ai ($AI) shares fell -10%; Q1 EPS loss (-$0.37) vs. est. loss (-$0.28); Q1 revs $52.4M vs. est. $51.16M; said Q1 included YoY increases of 29% in revenue and 31% in gross profit; sees Q2 revenue $56M-$58M vs. est. $56.12M; sees FY22 revenue $243M-$247M vs. est. $245.4M; Q1 Subscription revenue was $46.1M, up from $35.7M one year ago, an increase of 29% Yoy eGain ($EGAN) 4Q adj EPS $0.08 vs est. $0.03 on revs $20.2Mm vs est. $19.9Mm; guides 1Q adj EPS $0.02-0.05 vs est. $0.03, sees 1Q revs $20.9-21.3Mm vs est. $20.6Mm; guides FY revs $88.2-89.8Mm vs est. $87.1Mm; sees FY adj EPS ($0.03) to $0.00 vs est. $0.20 nCino ($NCNO) 2Q adj EPS ($0.02) vs est. ($0.06) on revs $66.5Mm vs est. $63.7Mm; guides 3Q adj net EPS loss $0.06-0.07 vs est. loss $0.06, sees 3Q revs $66-67Mm vs est. $65.1Mm; guides FY adj EPS net loss $0.22-0.23 vs est. loss $0.23, sees FY revs $263-264Mm vs est. $259.1Mm Nutanix ($NTNX) Q4 adj EPS loss (-$0.26) vs. est. loss (-$0.42); Q4 revs $390.7M vs. est. $362.88M; operating expenses topped revenue at $454.1M though rose from $432.3M a year ago; sees Q1 ACV Billings $172M-$177M Okta ($OKTA) Q2 adj EPS loss (-$0.11) vs. est. loss (-$0.35); Q2 revs $316M vs. est. $296.52M; sees Q3 adj EPS loss (25c)-(24c) vs. est. loss (-$0.34); sees Q3 revs $325M-$327M vs. est. $322.93M; raises FY22 adjusted EPS loss view (77c)-(74c) from ($1.16)-($1.13); Q2 revenue grew 57% year-over-year; subscription revenue grew 59% YoY; remaining performance obligations (RPO) grew 57% YoY to $2.24 billion Semtech ($SMTC) 2Q adj EPS $0.65 vs est. $0.62 on sales $185Mm vs est. $182.9Mm; guides 3Q adj EPS $0.68-0.76 vs est. $0.67 with adj gr margin 62.8-63.8%, adj SG&A $33.5-34.5Mm, adj R&D $32.5-33.5Mm Veev Systems ($VEEV) 2Q adj EPS $0.94 vs est. $0.87 on revs $455.6Mm vs est. $451.9Mm; guides 3Q adj EPS $0.87-0.88 vs est. $0.86, sees 3Q revs $464-466Mm vs est. $460Mm; guides FY revs $1.83-1.835B vs est. $1.823B, sees FY adj EPS about $3.57 vs est. $3.47 China’s Alibaba Group ($BABA) will invest 100 billion yuan ($15.5 billion) by 2025 in support of “common prosperity”, it said, becoming the latest corporate giant to pledge support for the initiative driven by President Xi Jinping Ireland hit Facebook’s ($FB) WhatsApp with a record 225 million euro ($266 million) fine on Thursday following an inquiry into the messaging app’s transparency around sharing personal data with other Facebook companies.

Wednesday, August 4, 2021 Futures Up/Down % Last Dow -25.00 0.07% 34,973 S&P 500 -1.25 0.04% 4,413 Nasdaq 11.50 0.08% 15,058 U.S. S&P futures are flat heading into the trading day, looking to build on record highs from Tuesday as positive earnings boost U.S and European stocks while worries over China’s gaming and technology crackdown ease, helping lift those markets. Risk sentiment improves across Asia as Chinese and Hong Kong stocks push higher on tech recovery and solid Caixin PMI data. In Asian markets, The Nikkei Index fell -57 points to 27,854, the Shanghai Index rose 29 points to 3,477 and the Hang Seng Index jumped 231 points to settle at 26,426. In Europe, the German DAX is climbing around 125 points to 15,680, while the FTSE 100 is up 0.4% to 7,135. Chinese Jul Caixin Services PMI beat: 54.9 vs 50.6 consensus. Some also see the spread of the Covid-19 delta variant as delaying rather than stopping the economic recovery. The New York Times reported overnight that the FDA plans to give full approval to Pfizer (PFE) and BioNTech (BNTX) coronavirus vaccine by the start of the next month. Earnings season has been strong with about 87% of S&P 500 companies reporting earnings and revenue beats, according to FactSet. Just under 70% of the S&P 500 now has reported earnings. The S&P 500 closed at record highs with gains in Apple and healthcare stocks, as concerns over a surge in the Delta variant of the coronavirus was put to the back-burner, overshadowed by continued upbeat corporate earnings. Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices. Market Closing Prices Yesterday The S&P 500 Index gained 35.99 points, or 0.82%, to 4,423.15 The Dow Jones Industrial Average rose 278.24 points, or 0.80%, to 35,116.40 The Nasdaq Composite climbed 80.23 points, or 0.55%, to 14,761.29 The Russell 2000 Index advanced 8.09 points, or 0.36% to 2,223.58 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 8:15 AM ET ADP Employment Change for July…est. 695K 9:45 AM ET Markit Composite PMI, July-F 9:45 AM ET Markit Services PMI, July-F 10:00 AM ET ISM Non-Manufacturing Services PMI for July…est. 60.5 10:30 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: ABC, AEIS, ALE, APO, ASTE, BCOR, BDC, BGCP, BWA, CDW, CLVS, CLH, CLW, CMLS, CRL, CSII, DNOW, DOC, EDIT, EMR, ETR, EXC, FLOW, FUN, GEL, GM, HDSN, HFC, HZNP, IONS, JLL, KHC, LL, MAC, MKL, MPC, MPLX, MTOR, NI, NYT, ODP, RCL, SBGI, SGRY, SITE, SMG, SPR, SUP, TGI, TUP, TXMD, UTHR, VCEL, VMC, WLL Earnings After the Close: ACAD, ACLS, ADPT, ADTN, AGL, ALB, ALL, AMED, ANGI, ANSS, APA, ATO, AXGN, BBSI, BE, BFAM, BKNG, BOOT, CCMP, CDAY, CENX, CHNG, CMP, CPS, DGII, DOX, DVAX, DXC, EA, EGHT, ELF, EMKR, EOG, ETSY, EVH, FLT, FOXA, FSLY, FTDR, GDDY, GNK, HI, HUBS, IAC, INGN, IVR, JACK, LESL, LNC, LPI, LUMN, MAXR, MBI, MCK, MED, MET, MGM, MOD, MRO, MTG, NUS,NVRO, ONEM, PARR, PDCE, $PING, PLYA, QRVO, QTWO, RCII, REGI, RGR, RMAX, RNWK, EOKU, RPD, $RVLV, RYN, SBRA, SMSI, SUM, T$NDM, TPC, TTGT, TVTY, TWNK, TWO, TXG, $UBER, UHAL, VVV, VZIO, WDC, WU, YELL Other Key Events: Jefferies Industrials Conference (virtual), 8/3-8/4 Piper Wealth Management Forum (virtual), 8/3-8/6 Macro Up/Down Last Nymex -0.34 70.22 Brent -0.18 72.23 Gold 3.30 1,813.75 EUR/USD -0.0008 1.1856 JPY/USD 0.13 109.17 10-Year Note +0.008 1.182% Sector News Breakdown Consumer Caesar’s Entertainment ($CZR) Q2 EPS $0.34 vs. est. loss (-$0.26); Q2 revs $2.5B vs. est. $2.27B; Q2 same-store Adjusted EBITDA was $1B versus (-$131M) for the comparable prior-year period; Company posted all-time records in quarterly Adjusted EBITDA and Adjusted EBITDA margin. Denny’s ($DENN) Q2 adj EPS $0.18 vs. est. $0.11; Q2 revs $106.2M vs. est. $98.1M; Q2 domestic system-wide same-store sales decreased 1.2% compared to the equivalent fiscal period in 2019, including a 1.5% decrease at domestic franchised restaurants and a 1.9% increase at company restaurants. Herbalife ($HLF) Q2 adj EPS $1.52 vs. est. $1.29; Q2 revs $1.55B vs. est. $1.57B; Q2 adjusted EBITDA of $262.1M; raises FY21 EPS view to $4.70-$5.10 from $4.65-$5.05 (est. $4.93); sees FY net sales growth to be in a range of 8.5% to 12.5%, lowering the midpoint by 150 basis points compared to prior full year 2021 guidance. Host Hotels ($HST) Q2 adj FFO $0.12 vs. est. $0.04; Q2 revs $649M vs. est. $606.58M; said RevPAR reached nearly $100 for the quarter, which dramatically outperformed consensus RevPAR, with average room rates only 8.4% below our 2019 second quarter rates; not providing year guidance Hyatt ($H) 2Q adj EPS ($1.15) vs est. ($0.85) on comparable system-wide REVPAR $72.47, qtrly total revs $663Mm vs est. $686.9Mm; guides FY net rooms growth more than +6%, sees FY adj SG&A about $240Mm, sees FY CAPEX about $110Mm Energy Devon Energy ($DVN) Q2 adj EPS $0.60 vs est. $0.52 on revs $2.42B vs est. $2.35B, operating cash flow $1.1B, production for the quarter averaged 291k barrels/day; will pay total dividend of 49c/shr (11c fixed + 38c variable), a 44% increase from Q1; sees 3q production 566-594 mboe/d vs est. 564.80 mboe/d Occidental Petroleum ($OXY) Q2 adj EPS 32c vs est. 1c on revs $5.96B vs est. $5.92B, FCF $2B, cash flow from continuing operations $3.3B; said oil and gas results improved from Q1 due to higher commodity prices and sales volumes; executed debt tender offer and repaid over $3B of long-term debt in July ONEOK ($OKE) Q2 EPS $0.77 vs. est. $0.75; Q2 revs $3.39B vs. est. $3.03B; sees 2021 net income, adj earnings before interest, taxes, depreciation, amortization to be above midpoints of ranges provided on April 27, 2021 SunPower ($SPWR) Q2 adj EPS $0.06 vs. est. $0.04; Q2 revs $308.9M vs. est. $327.31M; guides Q3 revs $325M-$375M vs. est. $400.83M; sees Q3 GAAP net loss of $10 to $0 million and MW recognized of 125 MW to 150 MW; Q2 added 13,000 residential customers – residential bookings up 16 percent sequentially, 67 percent year-over-year (YoY) The American Petroleum Institute ($API) showed a draw of 879K barrels of oil for the latest week; gasoline inventories show a draw of 5.75M barrels, distillate inventories show a draw of 717K barrels and Cushing inventories show a build of 659K barrels W&T Offshore ($WTI) Q2 EPS $0.02 vs. est. $0.07; Q2 revs $132.8M vs. est. $122.38M; Q2 Production was 40,888 Boe/d or 3.7 MMBoe, an increase of 3% compared to 39,657 Boe/d in Q1 and down 3% versus 42,037 Boe/d in Q2 of 2020 Financials Assurant Inc. ($AIZ) Q2 operating EPS $2.99 vs. est. $2.45; Q2 revs $2.54B vs. est. $2.39B; continue to expect to grow eps, ex. catastrophes, by 10 to 14 percent for 2021 Fair Isaac ($FICO) Q3 non-GAAP EPS $3.38 vs. est. $2.76; Q3 revs $338M vs. est. $328.3M; Applications revenues, which include the company’s decision management applications and associated professional services, were $133.2 million in the third quarter, compared to $141.5 million in the prior year period, a decrease of 6% Genworth Financial ($GNW) Q2 adj EPS $0.38 vs. est. $0.22; Q2 revs $2.04B vs. est. $1.9B; planned IPO of Enact remains a key strategic objective for Genworth and is subject to market and other conditions, however because the company is in registration and subject to applicable publicity restrictions, is unable to comment further or provide any additional detail at this time. Green Dot ($GDOT) Q2 adj EPS $0.68 vs est. $0.43 on revs $369.4M vs est. $313.2M; sees FY21 adj EPS $2.13-$2.27 vs prev. $2.06-$2.15, revs $1.33B-$1.35B vs est. $1.28B Prudential ($PRU) Q2 adj EPS $3.79 vs. est. $3.02; qtrly book value per common share of $160.31 versus $165.53 per share for year-ago; qtrly adjusted book value per common share of $104.39 versus $92.07 per share for year-ago; qtr end assets under management of $1.730 trillion versus $1.605 trillion for year-ago; now expect to return a total of $11.0B to holders from $10.5B prior Tanger Outlets ($SKT) 2Q core FFO/shr $0.43 vs est. $0.28, portfolio occupancy was 93% on June 30 vs 91.7% on March 31, avg tenant sales productivity was $424/sq ft for 12 months ended June 30 +7.3% yr/yr; guides FY FFO/shr $1.52-1.59 vs est. $1.46 Unum Group (UNM) Q2 adj EPS $1.39 vs. est. $1.11; Q2 revs $2.99B vs. est. $2.96B; Full-year 2021 outlook increased; after-tax adjusted operating income per share now expected to decline 1%-3% relative to full-year 2020, compared to an expected decline of 5%-6% prior Verisk Analytics ($VRSK) Q2 adj EPS $1.17 vs. est. $1.33; Q2 revs $747.5M vs. est. $737.3M; Net cash provided by operating activities was $233.2 million, down 6.5% for the second quarter of 2021. Free cash flow, a non-GAAP measure, was $170.7 million, down 11.5% Healthcare Change Healthcare ($CHNG) shares fell over 7% on a report that the U.S. Dept. of Justice is considering a lawsuit to block the company’s $8B sale to UnitedHealth ($UNH) https://bit.ly/3yA4Etu Option Care Health ($OPCH) 18M share Spot Secondary priced at $20.25 Amgen Inc. ($AMGN) Q2 adj EPS $4.38 vs. est. $4.06; Q2 revs $6.5B vs. est. $6.43B; backs FY21 adj EPS view $16.00-$17.00 vs. est. $16.34; backs FY21 revenue view $25.8B-$26.6B vs. est. $26.04B Amid surge in new COVID-19 infections across U.S., the FDA plans to give full approval to Pfizer (PFE) – BioNTech (BNTX) coronavirus vaccine by the start of the next month, The New York Times reports The FDA classified the recent recall of some of Philips’ (PHG) ventilators as Class 1, or the most serious type of recall, saying the use of these devices may cause serious injuries or death – Reuters CVS Health ($CVS) Q2 adj EPS $2.42 vs. est. $2.06; Q2 revs $72.62B vs. est. $70.11B; raises FY21 adjusted EPS view to $7.70-$7.80 from $7.56-$7.68 (est. $7.66); sees FY21 cash flow from operations $12.5B-$13B DaVita Inc. (DVA) 2Q EPS $2.64 vs est. $2.17; says total US dialysis treatments for 2Q were 7,413497 (avg 95,045/day); guides FY adj EPS $8.80-9.40 vs est. $8.63, sees FY adj op income $1.8-1.875B vs est. $1.816B Inspire Medical ($INSP) 2Q EPS ($0.48) vs est. ($0.64) on revs $53Mm vs est. $43.9Mm; guides FY revs $210-213Mm vs est. $195.9Mm, sees FY gr mgn 85-86%, sees opening 48-52 new US medical centers per qtr for 2H Jazz Pharma ($JAZZ) Q2 adj EPS $3.90 vs. est. $3.42; Q2 revs $751.8M vs. est. $735.62M; reaffirms FY21 non-GAAP EPS view $13.40-$14.70 (est. $14.45) and also back FY21 revenue view $3.020B-$3.180B vs. est. $3.11B; as of June 30, cash, cash equivalents were $891.4 mln, and outstanding principal balance of co’s long-term debt was $7.1 bln

80% in EXC rolling to July

/*============================================= = Thursday JUN 03 2021 = =============================================*/ Thursday, June 3, 2021 Futures Up/Down % Last Dow -146.00 0.42% 34,444 S&P 500 -18.25 0.44% 4,187 Nasdaq -62.50 0.46% 13,611 Stock futures are edging lower, with investors expressing some caution ahead of key economic data jobs reports later this morning. Stocks finished Wednesday with slim gains ahead of today’s ADP private payrolls and jobless claims and tomorrow’s nonfarm payrolls. Investors have been closely watching for signs of inflation and indications on whether the Fed could put the brakes on the rebounding U.S. economy sooner than anticipated. Politico is reporting this morning that President Biden wants $1 trillion in new spending in the infrastructure bill. Energy stocks were market leaders on Wednesday, led higher as oil prices advanced on improving demand expectations as the economy strengthens and as the dollar weakens. The benchmark S&P 500 is up about 12% this year, and within about 1% of its record high, as investors anticipate an economic rebound from the coronavirus pandemic. The big story this week remains the strength in a group of stocks favored by retail investors on forums such as Reddit’s WallStreetBets, led this week by surges in AMC Theatres ($AMC), Bed Bath & Beyond ($BBBY), and Blackberry ($BB), following the early year surge in GameStop ($GME) which has not given up its gains. In Asian markets, The Nikkei Index rose 111 points to 29,058, the Shanghai Index slipped -12 points to 3,584 and the Hang Seng Index declined -331 points to 28,966. In Europe, the German DAX is lower by about 60 points to 15,540, while the FTSE 100 is down over 50 points to 7,050. Events Calendar for Today 7:30 AM EST Challenger Layoffs for May 8:15 AM EST ADP Employment Change for May…est. 650K 8:30 AM ET Weekly Jobless Claims…est. 390K 8:30 AM EST Continuing Claims…est. 3.615M 8:30 AM EST Q1 Nonfarm Productivity…est. 5.5% 8:30 AM EST Q1 Unit Labor Costs…est. (-0.4%) 9:45 AM EST Markit Composite, May-F…prior 68.1 9:45 AM EST Markit Services PMI, May-F…est. prior 70.1 10:00 AM EST ISM Non-Manufacturing PMI for May…est. 63.0 10:30 AM ET Weekly EIA Natural Gas Inventory Data 11:00 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: $CIEN, $CONN, $DLTH, $EXPR, $HOV, $SCWX, $SJM, $SWIM, $TTC Earnings After the Close: $ASAN, $AVGO, $COO, $CRWD, $DOCU, $FIVE, $IDT, $JOAN, $MDB, $NX, $PD, $PHR, $SAIC, $SUMO, $TLYS, $WORK, $ZUMZ Other Key Events: Bernstein Strategic Decisions Conference (virtual), 6/2-6/4 Cowen 49th Annual TMT Conference (virtual), 6/1-6/3 Goldman Sachs 3rd Asia Spotlight Symposium (virtual), 6/1-6/4 Jefferies Global Healthcare Conference, 6/1-6/3 KeyBanc Capital Markets Industrials & Basic Materials Conference (virtual), 6/1-6/4 Piper Consumer Marketplace Conference (virtual), 6/2-6/4 William Blair 40th Annual Growth Stock Conference (virtual), 6/1-6/3 Wells Fargo Energy Conference (virtual), 6/2-6/3 Market Closing Prices Yesterday The S&P 500 Index climbed 6.08 points, or 0.14%, to 4,208.12 The Dow Jones Industrial Average rose 25.07 points, or 0.07%, to 34,600.38 The Nasdaq Composite gained 19.85 points, or 0.14%, to 13,756.33 The Russell 2000 Index advanced 3.09 points, or 0.13% to 2,297.83 Macro Up/Down Last Nymex -0.10 68.73 Brent -0.04 71.31 Gold -12.00 1,896.35 EUR/USD -0.0014 1.2197 JPY/USD 0.13 109.69 10-Year Note +0.01 1.601% World News China Caixin services PMI 55.1 vs 56.2 estimate, composite PMI 53.8 vs 54.7 The EIA weekly report on U.S. oil inventories, supply and demand is at 11:00 this morning, pushed back a day due to the Memorial Day holiday. UK May Markit Services PMI (final) higher: 62.9 vs 61.8 consensus Eurozone May Markit Services PMI (final) higher: 55.2 vs 55.1 consensus Sector News Breakdown Consumer PVH Corp. ($PVH) Q1 EPS $1.92 vs. est. $0.83; Q1 revs $2.08B vs. est. $1.93B; Abel-Hodges to Step Down as CEO of Calvin Klein and move to an advisory position; sees Q2 EPS $1.15-$1.18 vs. est. $1.22; sees Q2 revs up 34% to 35% from prior year; raises FY21 EPS view to $6.50 from $6.00 (est. $6.16); raises FY21 revenue growth view to 24%-26% from 22%-24% SpartanNash ($SPTN) Q1 adj EPS $0.56 in-line with ests; Q1 revs $2.66B vs. est. $2.7B; reaffirms FY21 adj EPS view of $1.65-$1.80 (est. $1.76) and also backs FY21 revs view $8.8B-$9B vs. est. $8.93B; now expects that Retail comparable sales will be negative 5.0% to 7.0% for 2021 Sportsman’s Warehouse ($SPWH) Q1 EPS 28c vs. est. loss (4c); Q1 revs $327M vs. est. $252.23M; Q1 comp store sales increased 24.1% YoY; Q1 adjusted EBITDA was $23.5 million compared to $8.2 million in the comparable prior year period Churchill Downs ($CHDN) bans trainer Bob Baffert for 2 years after Kentucky Derby winner Medina Spirit’s second positive drug test Conn’s ($CONN) Q1 adj EPS $1.55 vs. est. 30c; Q1 revs $291.3M vs. est. $293.77M; Q1 comp store sales up 19.4%; Q1 e-commerce sales up 95.7% HeadHunter ($HHR)5M share Secondary priced at $37.00 Energy, Industrials & Materials NRG Energy Inc. ($NRG) and Exelon Corp. ($EXC): watch utilities after suppliers to PJM Interconnection LLC’s grid, which serves more than 65 million people, will get $50 a megawatt-day to provide capacity for the year starting June 2022, according to yesterday auction results – down sharply from $140 in the previous auction, held in 2018 (ests, were for the price to fall to about $85). The results showed that the capacity price for the Chicago-area zone, known as ComEd, was $68.96 compared with $195.55 in the last auction. The price for the Pennsylvania and New Jersey zone, known as EMAAC, fell to $97.86 percent, from $165.73 The American Petroleum Institute ($API) showed a draw of 5.36M barrels of oil for the week ended May 28; gasoline inventories showed a build of 2.51M barrels, distillate inventories show a build of 1.59M barrels and Cushing inventories show a build of 741K barrels Patterson-UTI Energy ($PTEN) reports an average of 72 drilling rigs operating for the month of May, 2021 Westport Fuel ($WPRT)2M share secondary prices at $5.50 Financials The Federal Reserve will begin to unwind the corporate bond holdings it acquired last year through an emergency lending facility launched to calm credit markets at the height of the pandemic, the central bank said. The Fed said the sale of its holdings in the Secondary Market Corporate Credit Facility, which includes bonds of companies purchased in the secondary market and exchange-traded funds that invest in corporate bonds, will be “gradual and orderly.” Cushman & Wakefield ($CWK) announces offering of 10M ordinary shares for holders Arch Capital (ACGL) announces $500 million public offering of depositary shares representing series G preferred shares MarketAxess ($MKTX) May trading volume of $478.7B consists of $204.4B in credit volume and $274.3B in rates volume; total credit volume decreased 10.6% this month year-over-year with a 37.9% rise in Eurobond trading volume. Allstate ($ALL) downgraded to Neutral from Buy at Citi Cushman & Wakefield ($CWK) 10M share Spot Secondary priced at $18.75 Healthcare Syneos Health ($SYNH) announces offering of 10.85M shares of common stock for holders Tilray ($TLRY) upgraded to Overweight from Neutral at Cantor Fitzgerald Technology, Media & Telecom com ($BILL) files to sell 10.6M shares of common stock for holders ai ($AI) Q4 EPS loss (24c) vs. est. loss (26c); Q4 revs $52.3M vs. est. $50.6M; sees FY22 revs $243M-$247.0M vs. est. $239.94M Elastic ($ESTC) Q4 adj EPS loss (8c) vs. est. loss (16c); Q4 revs $177.6M vs. est. $157.94M; sees Q1 adj EPS loss (13c)-(10c) vs. est. loss (12c); sees Q1 revs $171M-$173M vs. est. $168.78M; Q4 Revenue of $177.6 million, Up 44% YoY, Q4 SaaS Revenue of $51.3 million, Up 77% YoY and FY21 Revenue of $608.5 million, Up 42% YoY FireEye ($FEYE) entered into a definitive agreement to sell the FireEye Products business, including the FireEye name, to a consortium led by Symphony Technology Group in an all-cash transaction for $1.2B; board approves share repurchase program of up to $500M Guidewire ($GWRE) Q3 adj EPS loss (16c) vs. est. loss (24c); Q3 revs $164M vs. est. $157.74M; sees year revs $732M-$738M up from $725M-$733M prior (est. $730.4M) NetApp ($NTAP) authorizes additional $500M stock buyback; raises quarterly dividend by 4% to 50c per share; Q4 EPS $1.17 vs. est. $1.12; Q4 revs $1.56B vs. est. $1.50B; Q4 billings up 12% at 1.74B; sees Q1 EPS 89c-97c vs. est. 87c; sees Q1 revs $1.37B-$1.47B vs. est. $1.37B Semtech ($SMTC) Q1 adj EPS 53c vs. est. 52c; Q1 revs $170.4M vs. est. $164.31M; Q1 Wireless and Sensing products group net sales increased 7% sequentially and 78% year-over-year for a new record that included record net sales for our LoRa(R) platforms and proximity sensing products; guides Q2 adj EPS 57c-65c vs. est. 57c; sees Q2 revs $177M-$187M vs. est. $169.58M Smartsheet ($SMAR) Q1 Non-Gaap EPS loss (9c) vs. est. loss (14c); Q1 revs $117.1M vs. est. $111.81M; Q1 calculated billings grew 48% YoY to $132.8M; Q2 net operating cash flow was negative $3.0M, net free cash flow was negative $8.2M; number of all customers with annualized contract values (“ACV”) of $5,000 or more grew to 12,655, an increase of 32% YoY; sees FY22 EPS loss (44c)-(36c) vs. est. loss (40c); sees FY22 revenue $510M-$515M vs. est. $502.76M Splunk ($SPLK) Q1 EPS ($2.89) vs. est. loss (70c); Q1 revs $502M vs. est. $491.32M; sees Q2 revenue $550M-$570M vs. est. $561.36M; sees Q2 ARR $2.59B-$2.62B and Q2 Cloud ARR $950M-$960M; said Q1 net loss widened on higher operating expenses, driven in part by its transition to the cloud Cambium Networks ($CMBM) 2M share Secondary priced at $48.00 dLocal ($DLO)41M share IPO priced at $21.00 Flex ($FLEX) files mixed securities shelf

7000 $EXC JUN2021 $44 Ps trade 0.52

7000 $EXC JUN2021 $44 Ps trade 0.52

i have 4500 deltas in EXC

yaaassss > @RedSunCap said: 4091 $EXC Jul21 46.0 Calls trade $1.24

4091 $EXC Jul21 46.0 Calls trade $1.24

4091 $EXC Jul21 46.0 Calls trade $1.24

SWEEP DETECTED: >>4091 $EXC Jul21 46.0 Calls trade $1.249 ASKSIDE [MULTI] 13:23:24 IV=20.1% -1.3 OPENING Vol=4112, OI=978,

all day > @bunnytoad69 said: dros you still holding those EXC

dros you still holding those EXC

yes ma'am  > @AJAJ said: drossy your EXC calls are up 60+% ????

drossy your EXC calls are up 60+% ????

but I saw you like the EXC post then you bought 5 and I know you usually pick up 10

yeah EXC was good, thanks for that

EXC slow and steady 💪

Forex, stocks, crypto exc. 

$EXC 722403 @ 45.09

4231 EXC June $46.0 Calls at $0.60

BTO 5x $EXC June2021 $46 Cs @ 0.73 following my boi Drozzz

$EXC [bto] JUN2021 $46 Cs | 1/2 size starter

4231 $EXC JUN2021 $46 Cs trade 0.6

4231 $EXC JUN2021 $46 Cs trade 0.6