Weekly Earnings Thread 3/23 - 3/27

=== SUMMARY === - The dominant sentiment is overwhelmingly bearish, with users expecting poor earnings reports and a general market downturn due to recessionary fears and inflation. - Specific tickers mentioned for potential trades include Carnival Cruise Line (CCL) and Ondas Holdings (ONDS), both with bearish and bullish undertones respectively. - The overall mood is cynical, with many users dismissing the significance of upcoming earnings reports, believing broader macroeconomic factors will drive all stocks down. === SENTIMENT === BEARISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.75 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: The community believes the broader market will be down, and specifically, Carnival Cruise Line's (CCL) forward-looking guidance will be "awful." 2. THE BRIDGE: Poor guidance, coupled with a weak macroeconomic environment, is expected to cause a significant negative reaction in CCL's stock price post-earnings. 3. THE VERDICT: The trade is a short position on CCL, anticipating that negative guidance will disappoint investors and lead to a sell-off. 4. RISKS: This is a contrarian view against a potentially recovering travel sector. A surprise in positive guidance or strong booking numbers could cause a short squeeze. Timeframe: short-term Key Points: - Expectation of "awful" guidance for CCL. - Broader market expected to be down next week. - General negative sentiment towards consumer discretionary stocks. TICKER - DIRECTION | confidence: 0.70 | sentiment: +0.30 Speaker: r/wallstreetbets community Thesis: 1. THE FACT: Ondas Holdings (ONDS) is identified as a "war stock" and noted to have taken a "beating" in recent trading sessions. 2. THE BRIDGE: The user is "looking forward" to their earnings, implying a potential for a positive surprise or a rebound, especially given its classification as a defense/war-related stock which could have positive catalysts. 3. THE VERDICT: This is a speculative long