What gets tested next, on the names we cover.

Earnings, revenue prints and lock-ups on names we already research. The book and live calls lead; the rest of the watchlist follows by horizon.

A machined aluminium flip calendar on a copper hinge, on paper.

Our book & calls

Names we hold or have a live view onThe calls

Our book and live calls
Symbol	Company	Catalyst	In	Fri close	Coverage	Stance
NVDA	NVIDIA	Earnings · Nov 18	T−7	186.64	Stale	LONG
MRVL	Marvell Technology	Earnings · Nov 26	T−15	141.20	Fresh	WATCH
CRDO	Credo Technology	Earnings · Dec 2	T−21	120.51	Fresh	LONG
AVGO	Broadcom	Earnings · Dec 10	T−29	293.69	Fresh	WATCH
ORCL	Oracle	Earnings · Dec 11	T−30	116.10	Fresh	WATCH
MU	Micron	Earnings · Dec 24	T−43	690.00	Fresh	LONG
TSM	TSMC	Earnings · Jan 14	T−64	375.44	Fresh	LONG
LRCX	Lam Research	Earnings · Jan 20	T−70	200.44	Fresh	WATCH
GEV	GE Vernova	Earnings · Jan 22	T−72	774.11	Fresh	LONG
MSFT	Microsoft	Earnings · Jan 26	T−76	530.61	Fresh	LONG
000660.KS	SK Hynix	Earnings · Jan 27	T−77	1,132,000 KRW	Fresh	LONG
CLS	Celestica	Earnings · Jan 27	T−77	206.68	Fresh	WATCH
KLAC	KLA Corporation	Earnings · Jan 28	T−78	138.49	Fresh	LONG
META	Meta Platforms	Earnings · Jan 29	T−79	610.15	Fresh	LONG
AMD	Advanced Micro Devices	Earnings · Feb 2	T−83	449.04	Fresh	LONG
AMZN	Amazon (AWS)	Earnings · Feb 2	T−83	259.30	Fresh	LONG
ALAB	Astera Labs	Earnings · Feb 3	T−84	190.71	Fresh	WATCH
GOOGL	Alphabet	Earnings · Feb 3	T−84	284.78	Fresh	LONG
COHR	Coherent Corp	Earnings · Feb 5	T−86	192.81	Fresh	WATCH
IREN	IREN	Earnings · Feb 5	T−86	21.64	Fresh	LONG
CRWV	CoreWeave	Earnings · Feb 8	T−89	46.40	Stale	SHORT
ANET	Arista Networks	Earnings · Feb 12	T−93	170.80	Fresh	LONG
EQIX	Equinix	Earnings · Feb 16	T−97	1,012.71	Fresh	WATCH
CEG	Constellation Energy	Earnings · Feb 17	T−98	249.95	Fresh	LONG
VRT	Vertiv Holdings	Earnings · Feb 22	T−103	182.86	Fresh	LONG
TLN	Talen Energy	Earnings · Feb 25	T−106	338.64	Fresh	LONG
VST	Vistra	Earnings · Feb 25	T−106	124.80	Stale	LONG
OKLO	Oklo	Earnings · Mar 29	T−138	23.55	Fresh	WATCH

This week

Catalysts in the next 7 days

This week
Symbol	Company	Catalyst	In	Fri close	Coverage	Stance
CSCO	Cisco Systems	Earnings · Nov 11	today	93.85	Stale	WATCH
MTSI	MACOM	Earnings · Nov 12	T−1	210.98	Fresh	WATCH

Bet with me

The house lean on these prints, sealed before the company reportsThe prints

The same dates, with a stated view: which way the week closes, sealed before the date and scored once it closes. Graded on the week’s close, not on the EPS number.

Why we track catalysts

Earnings and scheduled reports are when a thesis gets tested — the print either confirms the story or breaks it, and price tends to gap around the date. Knowing what reports when, on names we already cover, is how we put the work in before the move, not after it.