Trader Note — 2287 total
A. O. Smith enters the back half of the week having just handed short sellers their most compelling data point of the year. This morning's Q1 print was a clean miss across the board. Adjusted EPS came in at $0.85…
SPS Commerce heads into its Q1 2026 earnings release today with short sellers adding positions for the fourth week running and a string of painful post-earnings drops sitting fresh in the record. The short-side rebuild…
General Motors heads into the week after its Q1 earnings print with analysts actively debating how much tariff-related drag the company can absorb — and the options market flashing its most bullish signal of the past…
Piedmont Realty Trust reports Q1 2026 results after the close today, arriving with a split picture: the stock has surged nearly 29% over the past month, yet short sellers have rebuilt positions at the fastest pace…
H heads into its Q1 2026 earnings release — due today, April 30 — with short sellers having quietly rebuilt positions through April while the stock drifted 4% lower on the week. The positioning shift is the week's…
Select Medical Holdings enters its Q1 2026 earnings print — due today after market close — carrying two overlapping storylines: a buyout deal that just cleared a major regulatory hurdle, and a stock still trading near…
LPL Financial Holdings heads into its Q1 2026 earnings print — scheduled for after the close today — with short sellers having significantly pared back their bets over the past week, even as options traders remain more…
Vivakor heads into tomorrow's earnings release with its lending market in genuine distress — cost to borrow has gone near-vertical this week, and availability is tighter than at any other point in the past year. The…
Invesco Mortgage Capital enters its Q1 earnings call — due today after market close — with short sellers retreating at speed and borrow conditions easing markedly, creating an unusual backdrop ahead of a print that has…
TNET enters its Q1 earnings cycle in a curious position: the stock has snapped back sharply while analyst targets remain well above where the stock actually trades — and short sellers have quietly rebuilt positions…
Grand Canyon Education reports Q1 2026 results today after the close, and the stock arrives at the print with short sellers more active than they have been since at least mid-March. Short interest has climbed sharply…
LendingTree reports Q1 2026 results tonight with short sellers slowly rebuilding positions and options traders turning more cautious than they've been in months — all against a backdrop where the stock's last earnings…
TOMI Environmental Solutions heads into the week of April 27 carrying one of the most striking short-interest builds seen in a micro-cap name all month — a 13-fold jump in borrowed shares that arrived precisely as the…
Ingram Micro reports Q1 2026 results today — and it enters the print with Wall Street playing catch-up after a month in which the stock jumped 36%. The analyst story this week is unusually active for a tech…
Visa heads into the back half of its fiscal year with a fresh tailwind — a strong Q2 earnings beat that launched the stock up more than 8% in a single session, its best one-day move in months, pushing the price to…
The week's most interesting tension in EDV is the widening gap between a very loose borrow market and increasingly defensive options positioning — a split that frames where long-duration Treasury sentiment really sits…
ENSG reports Q1 2026 results today — and options traders are the loudest voice in the room ahead of the bell. The clearest pre-earnings signal is in options positioning. The put/call ratio has jumped to 1.27, a full…
ULTA heads into its June 2 earnings date with short sellers rebuilding positions, options traders adding downside protection, and a stock already nursing a 6% weekly loss — even as the Street broadly remains…
QQQ enters the final day of April with a notable tension at its core: short sellers have been steadily adding to positions even as the fund itself has posted one of its strongest monthly rallies in recent memory. The…
OPKO Health enters May with a fresh downgrade, a post-earnings selloff, and short sellers who have been quietly retreating — a setup where the bearish analyst call meets a more neutral picture in the lending…
