Let’s get a new one going.
Please feel free to add, but show the whole list each time, thx.
Helpful to indicate if before market open or after market close. (bmo or amc)
FB (Meta) 4/27, amc
ROKU 4/28, amc
PTLO 5/5, bmo
SPG 5/9, amc
UPST 5/9, amc
NVDA 5/25, amc
Not yet listed a date
GLBE
Dreamer
this may be a good resource, too:
https://seekingalpha.com/earnings/earnings-calendar
Also, AMZN and AAPL reports tomorrow
FB (Meta) 4/27, amc
ROKU 4/28, amc
AMZN 4/28, amc
AAPL 4/28, amc
DDOG 5/5, bmo
PTLO 5/5, bmo
NET 5/5, amc
SPG 5/9, amc
UPST 5/9, amc
NVDA 5/25, amc
FB (Meta) 4/27, amc
ROKU 4/28, amc
AMZN 4/28, amc
AAPL 4/28, amc
ROKU 4/28, amc
TEAM 4/28, amc
ZI 5/2, amc
SBUX 5/3, amc
SWKS 5/3, amc
BILL 5/5, amc
DDOG 5/5, bmo
NET 5/5, amc
SHOP 5/5, bmo
SQ 5/5, amc
PTLO 5/5, bmo
SPG 5/9, amc
UPST 5/9, amc
DIS 5/11, amc
MNDY 5/11 estimated
NVDA 5/25, amc
OKTA 5/26 estimated
thanks for adding all of those.
I suggest we hold off on listing any “estimated” dates, because if they are wrong, I will definitely be too lazy/busy/indifferent to change them, and if you don’t remember to do so, we can be giving out bad info.
SHOP is interesting, as a precursor to GLBE.
Good catch on BILL. I like their stats, just not valuation.
Part of reason I like these lists is to be better-prepared for possible AH buy on an unwarranted stock beatdown. At least as a trade.
Dreamer
Checking the news on AAPL/AMZN now…
AMZN down -9% at moment, along with SHOP/GLBE (ecommerce by proxy of AMZN) and quite a few names down in pseudo sympathy.
Looks like TEAM report received negatively at moment.
AAPL teasing market with no release yet.
Intel released ok, but crap guidance I guess.
Dreamer
added SNOW, confirmed MNDY
FB (Meta) 4/27, amc
ROKU 4/28, amc
AMZN 4/28, amc
AAPL 4/28, amc
ROKU 4/28, amc
TEAM 4/28, amc
ZI 5/2, amc
SBUX 5/3, amc
SWKS 5/3, amc
BILL 5/5, amc
DDOG 5/5, bmo
NET 5/5, amc
SHOP 5/5, bmo
SQ 5/5, amc
PTLO 5/5, bmo
SPG 5/9, amc
UPST 5/9, amc
DIS 5/11, amc
MNDY 5/16, bmo
SNOW 5/25, amc
NVDA 5/25, amc
not sure yet
OKTA, GLBE, TTD
Dreamer
added GLBE OKTA and TTD
FB (Meta) 4/27, amc
ROKU 4/28, amc
AMZN 4/28, amc
AAPL 4/28, amc
ROKU 4/28, amc
TEAM 4/28, amc
ZI 5/2, amc
SBUX 5/3, amc
SWKS 5/3, amc
BILL 5/5, amc
DDOG 5/5, bmo
NET 5/5, amc
SHOP 5/5, bmo
SQ 5/5, amc
PTLO 5/5, bmo
SPG 5/9, amc
UPST 5/9, amc
TTD 5/10, amc
DIS 5/11, amc
MNDY 5/16, bmo
GLBE 5/16, amc
SNOW 5/25, amc
NVDA 5/25, amc
OKTA 6/2, amc
Dreamer
UPST today…and still to come: added ZS
SPG 5/9, amc
UPST 5/9, amc
TTD 5/10, amc
DIS 5/11, amc
MNDY 5/16, bmo
GLBE 5/16, amc
SNOW 5/25, amc
NVDA 5/25, amc
ZS 5/26, amc
OKTA 6/2, amc
S probably in June
Dreamer
adding ZS S and ESTC.
I don’t know that ESTC is investable anymore, but because it feels like DDOG-lite, still interesting to see how their numbers come out and if we can learn anything from it.
Same with OKTA, but it should be a bellwether for enterprise software and guidance could be interesting.
Not sure if I missed any other additions or if any other notable companies we like are coming up still?
Kind of hoping NVDA tanks hard. Might be last great chance to get in there.
I think the only thing stopping NVDA in next 8-10 years is if quantum computing starts to become practical and economical, which it isn’t close to being yet.
A ZS collapse may be interesting too. Although, like ZM, I get the sense their mgmt hasn’t tried to hard to add optionality and new revenue streams. I admit to not paying close attention to ZS lately, so perhaps I am wrong. A ZS merger with S would be pretty cool. Or NET buying S. Probably doesn’t happen, but S closer to $17 gets interesting to me.
SNOW 5/25, amc
NVDA 5/25, amc
ZS 5/26, amc
ESTC 6/1, amc
S 6/1, amc
OKTA 6/2, amc
Dreamer
nCino will release earnings June 1, AMC.
nCino, Inc. is a global provider of cloud banking and digital solutions for the global financial services industry. The Company enhances banks and credit unions with the technology they need to meet client expectations and regulatory requirements. The Company’s platform, the nCino Bank Operating System, digitizes, automates and streamlines complex processes and workflow, and utilizes data analytics and artificial intelligence and machine learning (AI/ML) to enable financial institutions to onboard new clients, make loans and manage the entire loan life cycle, open deposit and other accounts, and manage regulatory compliance. Its nCino IQ (nIQ) application utilizes AI/ML and analytics to enable financial institutions with data-driven insights and automation.
Here is a Bert post from SA: https://seekingalpha.com/article/4502277-ncino-once-shooting…
Caution: TLDR
Things to hate about NCNO: 1) The name. WTF? nCino? 2) The fiscal year. The June 1 release is for Q1 2023. 3) The IPO. Originally priced at $22-$24, then raised to $28-$29, then fixed at $31. Opened at $71. Went as high as $81 after announcing Wells Fargo as a customer. 4) Currently $30.07, year low $23.94. 5) I have a 1.99% position.
I’m down 6.1% overall even with my much largest purchase being up 23%.
What else? From IR:
nCino Begins
nCino was founded in late 2011 by a team of bankers and entrepreneurs who found the commercial lending process to be inefficient and time-consuming. This team recognized the need for a single end-to-end cloud-based solution that would enable financial institutions to increase transparency, efficiency and profitability while ensuring regulatory compliance.
KC
Ok…next ER round incoming!
Dreamer predictions:
What does IBD think about tech as a safehaven and defensive?
https://www.investors.com/news/technology/tech-stocks-not-as…
Let’s pencil in some dates!
NFLX 7/19
MSFT 7/26
GOOGL 7/26
AAPL 7/28
FB
ROKU
AMZN
AAPL
ROKU
TEAM
ZI
SBUX
SWKS
BILL
DDOG
NET
SHOP
SQ
PTLO
SPG
UPST
DIS
MNDY
SNOW
NVDA
GLBE
TTD
NFLX 7/19
MSFT 7/26 AC
GOOGL 7/26
AMZN 7/27 BO
SHOP 7/27 BO
SWKS 7/27 BO
META (FB) 7/27 AC
AAPL 7/28 AC
SPG 8/1 BO
ZI 8/1 AC
ROKU 8/2 BO
SBUX 8/2 BO
DDOG 8/3 BO
NET 8/4 AC
SQ 8/4 AC
TTD 8/8 BO
UPST 8/8 AC
DIS 8/10 AC
BAM 8/11 BO
NVDA 8/16 BO
CRM 8/23 BO
SNOW 8/23 AC
BILL 8/24 AC
CRWD 8/29 BO
N/A
GLBE
MNDY
PTLO
TEAM
are those actual or estimated?
because if estimated, are you signing yourself up to come back and fix it? (ha)
Please only use actual/announced dates, thanks!
Dreamer
NFLX 7/19
MSFT 7/26 AC
GOOGL 7/26
AMZN 7/27 BO
SHOP 7/27 BO
SWKS 7/27 BO
META (FB) 7/27 AC
AAPL 7/28 AC
SPG 8/1 BO
ZI 8/1 AC
ROKU 8/2 BO
SBUX 8/2 BO
DDOG 8/3 BO
NET 8/4 AC
SQ 8/4 AC
TEAM 8/4 AC
TTD 8/8 BO
UPST 8/8 AC
DIS 8/10 AC
BAM 8/11 BO
NVDA 8/16 BO
CRM 8/23 BO
SNOW 8/23 AC
BILL 8/24 AC
CRWD 8/29 BO
KC
SQ down 6% (I own)
NET up 20% (DW owns)
TEAM up 10% (Bert was LT positive but I bought SQ instead).
Any questions?
As you were.
KC
SQ down 6% (I own)
NET up 20% (DW owns)
TEAM up 10% (Bert was LT positive but I bought SQ instead).
CFLT up 11%
I’m learning the importance of growth durability, thinking of CRM as a model citizen. TEAM seems like a model citizen.
DOCS
WBD
Both down a lot AH too.
Dreamer
Well, I guess we all missed MNDY. Nothing interesting, I said.
Hmmm.
Up 17% pre-market.
Well, at least I have 2% of port, #7 position, and DW 3.9%.
KC, asleep at the switch again.
KC