$XL

Il ministro dell'Economia brasiliano Guedes: Il Brasile fa parte della sicurezza energetica occidentale, in particolare per l'Europa. L'AIEA ha verificato sabato che l'Iran era pronto ad immettere uranio in una cascata di centrifughe ir-6 avanzate a Fordow, che non era mai stata utilizzata per l'arricchimento prima. - Rapporto dell'AIEA. La cascata di centrifughe è la seconda IR-6 installata a Fordow, la ha modificato i protocolli in modo tale da rendere più semplice modificare il livello di arricchimento. Il vice primo ministro canadese Freeland: La posizione canadese su Keystone XL è invariata, l'ha dimostrato oggi il segretario al Tesoro degli Stati Uniti, Yellen. Lane della BCE: un incremento maggiore per l'aumento dei tassi a settembre non rappresenta una valutazione di allerta rossa dell'inflazione. E' abbastanza chiaro che i tassi negativi non sono più appropriati. Non c'è alcuna anteprima oltre settembre di quale sarà il ritmo appropriato per l'inasprimento. Non vedo una situazione in cui avremmo bisogno di rivedere il piano per la decisione di luglio. Quando il tasso di base sale, tutte le tipologie di premio per il rischio si allargano. L'effetto indiretto degli aumenti dei prezzi dell'energia continuerà a esercitare pressioni al rialzo sull'inflazione core nel 2024.

Il segretario al Tesoro degli Stati Uniti Yellen: La pandemia ci ha mostrato che le catene di approvvigionamento erano fragili. Non stiamo sostenendo il protezionismo, ma frenando le nazioni di origine. Stiamo rendendo le catene di approvvigionamento più resilienti per proteggerci. Gli Stati Uniti stanno discutendo sui massimali del prezzo del petrolio. Continuiamo ad avere conversazioni produttive sulla limitazione delle entrate energetiche alla Russia senza ricadute sull'economia globale. Il gasdotto Keystone XL spetta a Biden decidere e ci vorrebbero anni per avere un impatto. Non vedo la ripresa dell'oleodotto Keystone XL come una misura a breve termine in grado di affrontare gli alti prezzi del petrolio. Le prove sono contrastanti sul livello di passaggio dall'esenzione dalle tasse sulla benzina ai prezzi più bassi. Dovrebbe essere presa in considerazione un'esenzione dalla tassa sulla benzina. **Un'eccezione o il divieto di assicurazione per alcune spedizioni petrolifere russe fornirebbe effettivamente un tetto massimo al prezzo del petrolio.** La discussione con il Canada sull'alleanza nelle catene di approvvigionamento è in una fase relativamente precoce. Il Canada può fornire metalli e minerali strategici necessari alle industrie statunitensi.

https://invst.ly/xl-nq

question- can't the US govt just unban Fracking and reopen those Keystone XL pipelines to reduce the cost of oil?

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Spruce and Citron typically agree on each others calls. Citron famous for pumping up their shorts like XL

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watch-list: $VLON, $PROG, $MNOV, $KTTA, $GOEV & $GOEVW, $XL

Story of my trading > @maletone said: $XL under $5 wish I held full size

$XL under $5 wish I held full size

mostly covered $XL

$XL new lows

covering some $XL here 5.44

$XL was such a gif" onerror="this.style.display='none'" class="msg-img"/>t

covered $XL

After slipping last week, U.S. stock futures are edging higher to start the trading week, with Treasury yields little changed as markets remain in “wait-and-see” mode regarding the timing of accelerated tightening by the Fed after last weeks sharply higher inflation readings. Investors also prepare for a busy week of quarterly earnings in the retail sector with results from WMT, LOW, TGT and HD among those expected this week as earnings season wraps up. In Asian markets, The Nikkei Index gained +0.56% to 29,776, the Shanghai Index fell -5 points to 3,533, and the Hang Seng Index advanced +0.25% to 25,390, In Europe, the German DAX is up about +0.1% at 16,100, while the FTSE 100 is little changed at 7,340. Stocks finished Friday near the highs, but for the week, the S&P 500 500 fell 0.3%, the Dow fell 0.6% and the Nasdaq fell 0.7%, as each snapped their 5-week winning streaks amid heightened inflation fears. Before the bell today, the November Empire State Manufacturing Index arrives, with economists predicting a small rise from the month before in the only main data point on the schedule today. The dollar is steady, oil prices are lower and Bitcoin/crypto assets are looking higher. Overall, it looks like a strong start to the trading week, but will gains hold? Events Calendar for Today 8:30 AM ET Empire Manufacturing for November…est. 21.2 Earnings Calendar: Earnings Before the Open: ACM, AYRO, BFLY, CMAX, CVSI, DMRC, DNA, GOED, JAGX, KALA, OEG, ONDS, PTN, RAIL, RMBL, SEAT, TLS, TSN, URGN, VVNT, WE, YOU Earnings After the Close: AAP, ASTG, AGIL, ATHX, AXON, BIOC, BKYI, BODY, CMP, COMS, COOK, CSPR, DM, EDR, ETON, FPAY, GLAD, IDEX, INVO, JJSF, LCID, LFG, MARK, MIRM, NRDY, PLBY, POWW, PRCH, RAX, RXT, SGBX, SNDX, TALK, UAVS, VTSI, XL, XSPA, ZEV Other Key Events: BTIG Digital Health Forum $virtual, 11/15 Stifel 2021 Healthcare Conference $virtual, 11/15-11/17 Wolfe Industrial Growth & Technology Conference 2021 $virtual, 11/15 Macro Up/Down Last Nymex -1.00 79.79 Brent -1.16 81.01 Gold -1.90 1,863.00 EUR/USD -0.0002 1.1443 JPY/USD -0.03 113.86 10-Year Note +0.006 1.554% World News China Oct Industrial O/P higher: 3.5% y/y vs 3% consensus; China Oct Industrial Production higher: 10.9% vs 10.8% consensus; China Oct Retail Sales higher: 4.9% y/y vs 3.5% consensus ECB’s Lagarde said this weekend that conditions for hike in rates unlikely to be met next year; GDP still expected to exceed pre-pandemic levels by year end; price pressures to normalize as supply bottlenecks unwind; no evidence of negotiated wages Hackers compromised a Federal Bureau of Investigation $FBI email system on Saturday and sent tens of thousands of messages warning of a possible cyberattack, according to the agency and security specialists. Jayson Albano reports. Sector News Breakdown **Consumer** Tesla $TSLA shares slipping -2%; CEO Elon Musk on Sunday asked Bernie Sanders on Twitter whether the U.S. senator wants him to sell more shares after Sanders demanded the wealthy pay their “fair share” of taxes. “Want me to sell more stock, Bernie? Just say the word,” Musk tweeted. Meanwhile, “The Big Short” investor Michael Burry tweeted that “Musk doesn’t need cash, he just wants to sell Tesla Macy’s $M, Nordstrom $JWN and Signet Jewelers $SIG among mall-based retailers that are enjoying a revival on expectations consumers will spend a record $851 billion this holiday season, a 9.5% jump from last year, Barron’s reported, citing the National Retail Federation **Energy** Negotiators from almost 200 countries clinched a deal that seeks to keep the most ambitious goal of the Paris Agreement alive, breaking new ground in the fight against climate change but punting the hardest decisions into the future. After two weeks of often fraught United Nations COP26 talks, delegates agreed to reduce the use of coal **Financials** S&P Global $SPGI won U.S. antitrust approval to buy IHS Markit $INFO to create a financial data giant spanning everything from bond ratings and commodities prices to tracking trade flows across the world after the Justice Department cleared the $39 billion deal **Healthcare** Regeneron $REGN announces $3B share buyback plan Pfizer $PFE strong R&D makes stock a good long-term bet, according to Barron’s. Notes two years ago, Pfizer CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation, and that bet is looking smarter than ever **Industrials & Materials** Deere $DE and union officials reach a third preliminary contract agreement on a contract in a bid to end a four-week-old strike; the previous offer included 10% pay raises, a signing bonus of $8,500, made workers eligible for health insurance sooner, and maintained no-premium health insurance coverage. The United States said late Friday it will open talks with Japan over tariffs on steel and aluminum imports. Japan last week asked the United States to abolish the “Section 232” tariffs imposed by former U.S. President Donald Trump’s administration in 2018. **Technology, Media & Telecom** American Tower Corp. $AMT is said to near an agreement to acquire CoreSite Realty $COR for about $10B in an all-cash deal according to a Bloomberg report saying they could announce the acquisition of the data center operator as soon as this week. The report comes after Reuters reported last week that CoreSite was exploring options after getting a takeover approach. Walt Disney $DIS stock tumbled to near a one-year low this week following high-profile misses in its streaming and theme-parks segments according to Barron’s, which could make for an attractive entry point for patient investors CrowdStrike $CRWD initiated at underweight with a $247 target at Morgan Stanley saying the firm’s early leadership position is becoming increasingly challenged Shopify $SHOP downgraded to Hold from Buy at Loop Capital

IU Watchlist: Main Watches: $CEI had one failed follow through set up but never breached VWAP - the slow steady grind with re checks of prior support levels numerous times can last a long time. The volume is picking back up so this has become less of a social medial hype and at this point shorts letting shorts out letting shorts out letting shorts out creating lots of volume kicking the can down the road while the float is held tightly. We are nearing the speed up move. Ideally we get some sorta $3 gap $3.50-4 parabolic like SNDL way back when. Pretty impressive so far. $MMAT has a vote tomorrow not sure what time but I'll check in the morning -- but may be a trade surrounding that. Failed Follow Through: $MRIN higher better and fails $RCAT faded AHs but ideally pushes back up on $3.50+ then failed follow through $DATS keeps getting saved but it offered some nice trades today. If you are looking for the unwind trade don't bother. Trade trend or leave it alone. At some point CEI DATS etc will have a reset day but that's not to anticipate -- that's for after trends break. $ATUS morning shove 945-10AM + looking to fade maybe sub 18s Continuation: Been spreading IRA out a lot lately - had some fire sales and then re joined bunch of names but likely have another fire sale soon. Lots of swings working but also don't want to get sloppy just throwing $$ at names. The BBIG trade this AM worked out well from continuation idea on Friday but throwing it too fast at subpar trades easy to give back $ quick. Lots in the LCID basket XL RMO VLDR FSR LAZR etc all worked well - that event is tomorrow so could be volatility in the space. TSLA insane SOLO etc. $MDIA letting some work until it doesn't - nice grind today didn't trust much size since no vol. $JSPR if I didn't sell some into the break out on Friday I'd be down about .50-.70/share or so on this trade I was up about $3/share going into weekend but it came back in today - still sorta part of the plan tho, not the volume today liquidity trap etc. I did sell some into power on Friday and my goal is only weakness only flushes if this starts to hold oddly well again or get a PR it's set up perfect for what we've seen lately. So, we'll see. One thing is for sure - if you chased it for whatever reason make sure your risk is in check and don't do anything silly as my plan was accumulation on weakness when no one wants it -- not into power or strength. $NAKD big one -- I prob sold too much worked pretty perfect sold a bit more over .90s and have a bit left. Prob won't last too much longer unless we get a reset day and it stays firm after that. Nice job all. $LICY just letting it work until fails Barron's helping this along. $HUSA so far so good $LXRX like this chart - no position. $MOXC started in some long today had some calls worth eyeing. $SNMP finally over that $1.20 worthy eye at this point - added some today. $ACHV trimmed some today from last weeks snag. $EBET joined trend today maybe gets a circuit style move in coming days reminds me of EEIQ $LPTX started in from the Sunday night game plan $3.4x's and some adds.

Friday, September 10, 2021 Futures Up/Down % Last Dow 167.00 0.48% 34,920 S&P 500 17.25 0.38% 4,500 Nasdaq 58.50 0.37% 15,608 U.S. futures are looking sharply higher, with the S&P 500 and Dow Jones Industrial Average looking to snap their respective 4-day losing streaks, the longest for the S&P since the middle of June. There hasn’t been much news for the recent sputtering of stocks on this holiday shortened week, though it is noteworthy that major averages remain roughly 1% off all-time highs in what has been a momentous run the last few months on dovish Fed policy and strong corporate earnings. Wall Street got a sentiment boost overnight after U.S. President Joe Biden and China President Xi Jinping held a surprise 90-minute phone call late Thursday, the first between the two world leaders in seven months. Asia shares got a boost from news of the talks, with the positive sentiment flowing through into a European session that was still navigating yesterday’s tapering decision from the ECB and news showing that the ongoing spread of Delta variant coronavirus infections lead to the slowest monthly economic growth in the UK since the January lockdowns. In Asian markets, The Nikkei Index jumped 373 points (1.25%) to 30,331, the Shanghai Index rose 10 points to 3,703 and the Hang Seng Index surged 489 points (1.91%) to 26,205. The German DAX gains 50 points to 15,675, while the FTSE 100 rises 25 points to 7,050. Market Closing Prices Yesterday The S&P 500 Index dropped -20.79 points, or 0.46%, to 4,493.28 The Dow Jones Industrial Average fell -151.69 points, or 0.43%, to 34,879.38 The Nasdaq Composite slipped -38.38 points, or 0.25%, to 15,248.25 The Russell 2000 Index declined -0.60 points, or 0.13% to 2,249.13 Events Calendar for Today 8:30 AM ET Producer Price Index (PPI) MoM for Aug…est. 0.6% 8:30 AM ET Producer Price Index (PPI) YoY for Aug…est. 8.2% 8:30 AM ET PPI Core Ex: Food & Energy MoM for Aug …est. 0.5% 8:30 AM ET PPI Core Ex: Food & Energy YoY for Aug…est. 6.6% 10:00 AM ET Wholesale Inventories MoM for July…est. 0.6% 1:00 PM EST Baker Hughes Weekly rig count data Earnings Calendar: Earnings Before the Open: KR Other Key Events: Barclay’s Global Consumer Staples Conference (virtual) 2021, 9/8-9/10 Barclay’s CEO Energy-Power Conference 2021 (virtual), 9/8-9/10 Citigroup Annual BioPharma Conference (virtual), 9/8-9/10 Citigroup GEMS Conference 2021 (virtual), 9/8-9/10 Cowen 14th Annual Global Transportation & Sustainable Mobility Conference, 9/8-9/10 Credit Suisse 2021 Global Steel & Mining Conference (virtual), 9/8-9/10 Deutsche Bank 2021 Technology Conference (virtual), 9/9-9/10 JMP Securities Fintech Forum: Artificial Intelligence, Virtual Conference, 9/10 Wells Fargo 2021 Healthcare Conference (virtual), 9/9-9/10 Macro Up/Down Last Nymex 1.12 69.18 Brent 1.04 72.57 Gold -0.40 1,794.20 EUR/USD 0.0006 1.1831 JPY/USD 0.23 109.95 10-Year Note +0.0287 1.3258% World News The Federal Reserve’s Robert Kaplan and Eric Rosengren will sell all their stocks, Wall Street Journal reporter Michael S. Derby said via Twitter. The moves come after the policymakers were criticized for actively trading stocks and bonds last year. UK Jul GDP misses at +0.1% MoM vs. 0.6% consensus; on a YoY basis, +7.5% vs 8.0% consensus; UK July Industrial Production +1.2% MoM vs 0.4% consensus and +3.8% YoY vs 3.0% consensus Germany Aug CPI (final) +3.9% YoY in line; and flat MoM in line Sector News Breakdown Consumer American Outdoor Brands ($AOUT) Q1 Non-GAAP EPS $0.48 vs. est. $0.24; Q1 revs $60.8M vs. est. $57.4M; sees Q2 sales up more than 20%; Gross margin of 47.7% increased 70 basis points over the comparable quarter last year; Adjusted EBITDAS was $9.6 million, or 15.7% of net sales, compared with $8.7 million, or 17.3% of net sales; sees year EEPS $2.02-$2.26 vs. est. $2.21 Dave & Buster’s ($PLAY) Q2 EPS $1.07 vs. est. $0.58; Q2 sales $377.6M vs. est. $358.5M; Q2 comp sales rose 3.6%; expects Q3 comparable store sales to be about in line with qtr-to-date trends compared to Q3 2019; sees Q3 Ebitda to be significantly higher than Q3 2019 Ebitda of $39.8M; sees total of four new store openings during fiscal year 2021 and relocation of one existing location Toyota Motor Corp ($TM) cut its production forecasts for September and October, blaming shortages of chips and other parts as suppliers; said it will produce 70,000 fewer vehicles than previously planned this month, and 330,000 fewer vehicles next month. National Beverage ($FIZZ) Q1 EPS $0.58 vs. est. $0.51; Q1 revs $311.7M vs. est. $299.19M; Gross margin was 40%; operating income was $70.3 million or 22.6% of sales; and cash was $245.5M Zumiez ($ZUMZ) Q2 EPS $0.94 vs est. $0.79 on revenue $268.7M vs est. $180.5M; Q3 sales through Sept 6th +23.2% YoY vs 1st 37 days in 3Q20; not providing outlook for Q3 or full-year at this time Destination XL ($DXLG)73M share Spot Secondary priced at $6.10 VICI Properties ($VICI) 100M share Secondary priced at $29.50 Energy, Industrials and Materials Fortress Transportation ($FTAI) 12M share Secondary priced at $25.50 Radiant Logistics ($RLGT) Q4 EPS in-line $0.21 on revenue $257.9M vs est. $227.35M Yellow Corp ($YELL) less-than-truckload, percent change for shipments per workday in qtd was down 5.2%; LTL percent change for revenue per shipment in qtd was up 18.5% Financials Affirm ($AFRM) Q4 EPS loss (-$0.48) vs. est. loss (-$0.29); Q4 revs $261.8M vs. est. $226.39M; Q4 GMV $2.5B, up 106%; Active merchants grew by 412% to nearly 29,000 for Q4, including several thousand newly integrated Shopify merchants; Q4 active consumers grew 97% to 7.1M; sees Q1 revenue $240M-$250M vs. est. $233.89M; sees FY22 revenue $1.16B-$1.19B vs. est. $1.17B; sees FY22 GMV $12.45B-$12.75B Ryman Hospitality Properties ($RHP) said it expects positive cash flow in Q3 of $16M-19M despite the recent impact of attrition and cancellations related to the COVID-19 delta variant spread (compares with a negative cash flow of $1M in Q2, and -$32M in Q2 of last year) United Insurance Holdings ($UIHC) estimates current year catastrophe losses of ~$27M for Q3. Farmer Bros. ($FARM) Q4 EPS loss (-$0.24) on revs $102.86M WillScot Mobile Mini ($WSC)41M share Spot Secondary priced at $28.50 Healthcare Apellis ($APLS) announced that while its phase 3 OAKS study evaluating intravitreal pegcetacoplan in patients with geographic atrophy met the primary endpoint for both monthly and every-other-month treatment, the DERBY study did not meet the primary endpoint of GA lesion growth, showing a reduction of 12% and 11% with monthly and every-other-month treatment Cigna ($CI) assumed at Market Perform from Outperform at Cowen with a price target of $235, down from $300 Humana ($HUM) assumed at Outperform from Market Perform at Cowen and raise tgt to $479 from $470 OrthoPediatrics ($KIDS) entered into a distribution agreement with a subsidiary of SeaSpine ($SPNE) to exclusively distribute the 7D Surgical FLASH Navigation platform for pediatric applications. Agilon Health ($AGL) 17M share Secondary priced at $30.00 Impel NeuroPharma ($IMPL) 3M share Secondary priced at $15.00 Ortho Clinical Diagnostics ($OCDX) 22M share Secondary priced at $17.50 Senators may seek to cap the prices that Medicare pays for certain medications so that they’re no higher than what other government programs, like the Department of Veterans Affairs, will pay, STAT reports exclusively Technology, Media & Telecom Sumo Group Plc ($SUMO) Q2 EPS loss (-$0.11) vs. est. loss (-$0.14); Q2 revs $58.8M vs. est. $56.69M; sees revenue $236.8M-$238.8M vs. est. $200.9M; sees adjusted loss per share 51c to 52c vs. est. loss (79c) Verint Systems ($VRNT) Q2 EPS $0.58 vs. est. $0.42; Q2 revs $216M vs. est. $207.74M; sees Q3 revs $215M-$220M vs. est. $220.2M; sees year revs $872M plus/minus 2% vs. est. $863.2M Zscaler ($ZS) Q4 Non-GAAP EPS $0.14 vs. est. $0.09; Q4 revs $197.1M vs. est. $186.8M; sees Q1 EPS about $0.12, in-line with ests on revs $210M-$212M vs. est. $200M; sees year revs $940M-$950M vs. est. $902M; sees year billings $1.23 billion to $1.25 billion above est. $1.14 billion PowerSchool ($PWSC) Q2 revenue $145.4M vs. est. $142.86M; sees Q3 revenue $140M-$143M vs. est. $142.86M; sees Q3 adjusted EBITDA $36M-$39M; sees FY21 revenue $542M-$545M vs. est. $536.85M Bumble ($BMBL) 18M share Secondary priced at $54.00 McAfee ($MCFE) 20M share Secondary priced at $22.50 Sea Limited (SE) 11M share Secondary priced at $318.00 ChipMOS (IMOS) reports August revenue of $86.7M (-0.8% M/M; +26.1% Y/Y). Taiwan Semiconductor Manufacturing Co.’s (T$SM) August revenue was up 11.8% Y/Y to NT$137.43B or about $4.98B; sales were up 10.3% compared to July 2021. Take-Two ($TTWO) backs FY22 EPS view $1.95-$2.20 (below est. $4.58) and backs FY22 net bookings view $3.2B-$3.3B; reiterated its outlook for its fiscal year 2022, ending March 31, 2022, which was originally provided on May 18, 2021 and reiterated on August 2, 2021

Friday, August 13, 2021 Futures Up/Down % Last Dow 50.00 0.14% 35,452 S&P 500 3.25 0.07% 4,457 Nasdaq 3.50 0.02% 15,081 Following a third straight record close for the S&P 500 and Dow Jones Industrial Average, futures are again looking to push higher, building on the continued upward momentum. Volumes were very light on Thursday and market breadth was negative, but that didn’t stop major averages from climbing all day despite another rise in producer prices (PPI inflation data) as the S&P 500 recorded its 47th record close this year (on track to beat its record of 62 record highs registered in 2017). Volume on U.S. exchanges was just 8.38 billion shares, making it one of the slowest trading days of the year. The average for the full session over the last 20 trading days is around 9.5 billion shares. It’s also now been 323 calendar days since the S&P 500 last ended, on a closing basis, a decline of 5% or more from a record high (according to Reuters). In Asian markets, The Nikkei Index slid -37 points to dip back below the 28,000 level, the Shanghai Index dipped -8 points to 3,516 and the Hang Seng Index dropped -126 points to 26,391. In Europe, the German DAX is higher by 75 points to move above the 16,000 level, while the FTSE 100 is up over 25 points to 7,220. After a consolidation day, crypto assets are surging again this morning, on track for weekly highs for Bitcoin around $46,500, Ethereum up over $3,250 and Bitcoin cash ($BCH) up 5% around $640. In stock news, the FDA amended the emergency use authorizations granted for Pfizer ($PFE)/BioNTech ($BNTX) and Moderna ($MRNA) COVID-19 vaccines on Thursday, allowing their use as booster shots in certain immunocompromised individuals Market Closing Prices Yesterday The S&P 500 Index gained 13.13 points, or 0.30%, to 4,460.83 The Dow Jones Industrial Average edged higher 14.88 points, or 0.04%, to 35,499.85 The Nasdaq Composite jumped 51.13 points, or 0.35%, to 14,816.26 The Russell 2000 Index declined -6.27 points, or 0.28% to 2,244.07 Events Calendar for Today 8:30 AM ET Import/Export Prices MoM for July 10:00 AM ET University of Michigan Sentiment, Aug-P 1:00 PM EST Baker Hughes Weekly rig count data Earnings Calendar: Earnings Before the Open: CL, ME, VERO Other Key Events: Cowen 9th Annual Internet & Media Bus Tour (virtual), 8/9-8/13 Credit Suisse 4th Annual FinTech Conference (virtual), 8/11-8/13 Macro Up/Down Last Nymex -0.02 69.07 Brent 0.03 71.34 Gold 10.10 1,761.90 EUR/USD 0.0018 1.1748 JPY/USD -0.14 110.27 10-Year Note -0.025 1.342% Sector News Breakdown Consumer AirBnB ($ABNB) Q2 gross bookings $13.4B up 320% vs. est. $11.19B; saw strong demand for bookings in q2, achieving highest gross nights booked of any quarter; number of active listings grew in q2; active listings in non-urban destinations in Europe & N. America increased 8% from Q1 2021 to Q2; expect q3 rev to be co’s strongest qtrly rev on record and to deliver the highest adj Ebitda dollars and margin ever; expect GBV in q3 2021 to be well above 2019 levels, but below co saw in q2 due to impact of booking timing differences and cancellations DoorDash ($DASH) 2Q revs $1.2B vs est. $1.08B, qtrly total orders +69% to 345Mm, qtrly marketplace gov +70% to $10.5B; guides 3Q marketplace gov $9.3-9.8B with adj EBITDA $0-100Mm vs est. $44Mm; guides FY marketplace gov $39-40.5B w/ adj EBITDA $150-350Mm vs est. $213.5Mm JBS SA, the world’s largest meatpacker, said late Thursday it has proposed buying the remaining common shares in Pilgrim’s Pride (PPC) for $26.50 per share in order to delist its U.S.-based subsidiary, which represents a premium of about 17% to PPC’s last close PepsiCo Inc. ($PEP) and Boston Beer Co. (SAM) said they plan to partner on an alcoholic version of the Mountain Dew soft drink with the brand Hard Mtn Dew. The coming product is a nod to what the companies see as evolving tastes of drinkers, executives said Tuesday. Fiesta Restaurant ($FRGI) Q2 EP S0.11, in-line with ests; Q2 revs $91.2M, consensus $157.49M; Comp restaurant sales at Pollo Tropical increased 43.5%; comparable restaurant sales at Taco Cabana increased 15.6% Flowers Foods ($FLO) Q2 adj EPS $0.32 vs. est. $0.28; Q2 revs $1.02B vs. est. $1.01B; raises FY21 EPS view to $1.17-$1.22 from $1.10-$1.17 (est. $1.15), while narrows FY21 revenue view to $4.26B-$4.30B from $4.23B-$4.30B (est. $4.25B); Q2 adjusted EBITDA decreased 5.0% to $122.1M Luminar Technologies ($LAZR) 2Q adj EPS ($0.08) vs est. ($0.08) on revs $6.3Mm vs est. $6.32Mm; guides FY revs $30-33Mm vs est. $27.35Mm Mister Car Wash ($MCW) Q2 adj EPS $0.14 on revs $197.1M (vs. $101.9M last year); Q2 comp store sales increased 93% for the second quarter of 2021 compared to Q2 fiscal 2020; sees FY21 revenue net growth of about 30% and comparable stores sales growth of 29% to 33% Rush Street interactive ($RSI) Q2 adj EPS loss (-$0.04) vs. est. loss (-$0.12); Q2 revs $122.8M vs. est. $112.4M; boosts FY21 revenue view to $465M-$495M from $440M-$480M (est. $467.69M) Hall of Fame Resort & Entertainment (HOFV) Q2 revenue +39% to $2.4M, Q2 net income was $15.5M, Q2 Adj EBITDA loss ($5.6M) vs $1.3M YoY and Q2 cash balance, including restricted cash, of $73.7M vs $68.5M as of March 31, 2021 Energy, Industrials and Materials Kansas City Southern (KSU) says its board has determined that the latest unsolicited proposal from Canadian Pacific Railway (CP) does not constitute a superior proposal, and reaffirms its support of a merger with Canadian National Railway (CNI). Earlier this week, CP submitted a new $300 per share offer that values KSU at $31B. Under the terms of the CNI, KSU holders would receive $200 in cash and 1.129 CNI shares Boeing’s (BA) Starliner space capsule launch is facing delays of several months as it will likely need repairs, the WSJ reported Maxeon Solar (MAXN) 2Q EPS ($1.99) vs est. ($1.39) on revs $176Mm vs est. $181.1Mm; guides 3Q revs $220-240Mm vs est. $220Mm Hydrofarm Holdings (HYFM) Q2 adj EPS $0.30 vs. est. $0.20; Q2 sales $133.8M vs. est. $134.7M; sees FY sales up 45%-50% XL Fleet Corp. (XL) 2 EPS ($0.08) vs est. ($0.06) on revs $3.7M vs est. $4.4M; OEMs have pushed out the opening of new orders and extended lead times, indicating the shortage of its new commercial fleet vehicles will stretch into 2022 Financials com ($LZ) Q2 adj EPS $0.03 vs est. $0.02 on revs $150.4M vs est. $140.5M, gross margin 67% from 68% in Q1; sees Q3 revs $143M-$147M, FY revs $570M-$578M vs est. $564.36M, FY adj EBITDA $55M-$59M, says 2021 quarterly revenue growth rates are affected by the impact Covid-19 had on business formations in 2020 Rocket Companies ($RKT) Q2 adj EPS $0.46 vs. est. $0.49; Q2 revs $2.67B vs. est. $2.92B; Achieved record purchase closed loan origination volume, nearly doubling year-over-year; fourth consecutive quarter of meeting or exceeding guidance for closed loan, net rate lock volume, and gain on sale margins; generated $84 billion in mortgage origination closed loan volume and gain on sale margin of 2.78% SoFi Technologies ($SOFI) Q2 EPS ($0.48) vs est. ($0.06) on adj revenue $237.22M vs est. $218.6M, adj EBITDA $11.24M; Q2 total products 3.7M (+123% YoY), total members 2.6M (+113% YoY); sees Q3 adj net sales $245M-$255M vs est. $260.3M, adj EBITDA ($7M)-$3M; reaffirms FY guidance for adj net revs $980M and adj EBITDA $27M ZipRecruiter (Z$IP) Q2 net loss ($25.8M) adj EBITDA loss ($1.7M), sales $183M vs est. $160.4M; sees Q3 adj EBITDA $10M-$16M, sales $182-$188M vs est. $156M; raised FY forecast for sales to $651M-$665M from $580M-$600M (est. $595.3M); adj EBITDA to $30M-$38M from $20M-$28M Healthcare The FDA amended the emergency use authorizations granted for Pfizer ($PFE)/BioNTech ($BNTX) and Moderna ($MRNA) COVID-19 vaccines on Thursday, allowing their use as booster shots in certain immunocompromised individuals Acutus Medical ($AFIB) Q2 EPS loss (-$0.89) vs. est. loss (-$0.84); Q2 revs $4.71M vs. est. $4.15M; leaving its year guidance unchanged and projects revenue to range between $22.0 million and $30.0 million; said Q2 direct segments which grew nearly 45% sequentially as compared to the first quarter of 2021 Bio-Life Solutions ($BLFS) 2Q adj EPS $0.00 vs est. ($0.07) on revs $31.2Mm vs est. $27.6Mm; guides FY revs $108-117Mm vs est. $110.5Mm Co-Diagnostics ($CODX) 2Q revs $27.4Mm vs est. $20.8Mm; guides 3Q EPS $0.19-0.22 vs est. $0.22, sees 3Q revs $23-25Mm vs est. $18.1Mm Moderna ($MRNA) announced the publication of a new study showing that its COVID-19 vaccine led to durable antibody levels against newly detected COVID-19 variants. Seer Inc. ($SEER) 2Q EPS ($0.27) vs est. ($0.28) on revs $1.3Mm vs est. $787K Spectrum Pharma (SPPI) 2Q adj EPS ($0.25) vs est. ($0.26), ended qtr with cash, equivalents & marketable of $158.8Mm Technology, Media & Telecom Disney ($DIS) 3Q adj EPS $0.80 vs est. $0.55 on revs $17.02B vs est. $16.76B, qtr end Disney+ paid subs 116Mm, qtr end ESPN+ paid subs 14.9Mm, qtr end Hulu paid subs 42.8Mm; pleased with company’s trajectory amidst ongoing challenges of covid Globant S.A. ($GLOB) 2Q adj EPS $0.88 vs est. $0.84 on revs $305.3Mm vs est. $288.2Mm; guides 3Q adj EPS at least $0.92 vs est. $0.85, sees 3Q revs at least $325Mm vs est. $292.7Mm; guides FY adj EPS at least $3.58 vs est. $3.40 and revs at least $1.236B vs est. $1.145B Latch Inc. ($LTCH) Q2 loss ($40.1M) vs ($15M) loss YoY on revenue $9M vs est. $10.1M, adj EBITDA ($17.4M) from ($13.4M) YoY, total bookings $95.8M (+102% YoY), booked ARR $48.8M (+122% YoY); issued Q3 guidance for total bookings $55M-$90M, revenue $10M-$11M vs est. $14.79M, adj EBITDA ($32M)-($28M); now sees FY bookings $325-$340M and lowered its FY rev outlook to $38M-$42M from $47M-$51M vs est. $49.1M LiveXLive Media ($LIVX) Q1 EPS loss (-$0.12) vs. est. loss (-$0.06); Q1 revs up 269% to $38.8M vs. est. $28.03M; raises FY22 revenue view to $115M-$125M from $110M-$120M (est. $114.19M); Paid subscribers as of June 30, 2021 increased 32% to over 1,162,000, a net increase of approximately 285,000, as compared to 877,000 subscribers at June 30 Sierra Wireless ($SWIR) 2Q adj EPS ($0.03) vs est. ($0.15) on revs $132.8Mm vs est. $119.8Mm, says product demand remains very strong, limited production has resumed at Vietnam facility but experiencing production interruptions due to covid Viavi Solutions ($VIAV) Q4 adj EPS $0.22 vs. est. $0.19; Q4 revs $310.9M vs. est. $300.83M; sees Q1 adj EPS $0.20-$0.22 vs. est. $0.20; sees Q3 revs $303M-$317M vs. est. $309.01M Cricut ($CRCT) Q2 EPS $0.22 vs. est. $0.20; Q2 revs $334.49M vs. est. $319.08M; Connected machine revenue was $146.3 million, up 29.0% over Q2 2020; subscriptions revenue was $50.7 million, up 110.9% over Q2 2020; accessories and materials revenue was $137.5 million, up 40.4% over Q2 2020; gross margin was 39.0%, up from 31.1% over Q2 2020 ContextLogic (WISH) Q2 revs $656M vs. est. $722.9M; shares tumble over 20% after saying demand slowed and costs rose more than expected (downgraded ay Cowen and JPM)