Buzzberg Cup Live

Weekly Earnings Thread 4/20 - 4/24

u/OSRSkarma · Reddit β€” r/wallstreetbets · April 17, 2026 at 18:59 · ⬆ 36 pts · 💬 35 comments  | View on Reddit ↗
AI Summary

Summary

  • Main themes: Earnings play reactions, specifically in tech stocks. Focus on TSLA and INTC.
  • Dominant sentiment is speculative, with a mix of contrarian calls and trend-following puts.
  • Key earnings discussed: TSLA, INTC, VRT. Reference to ASML, TSM, NFLX as cautionary examples.
  • Notable consensus/disagreements: Contrarian bullishness on TSLA calls vs. broader observation that tech earnings have been punished. Agreement on INTC being a put candidate.
AI Summary

Summary

  • Main themes revolve around highly anticipated tech earnings (TSLA, INTC, MSFT) and geopolitical impacts on defense stocks (RTX).
  • The community is broadly cautious about the macro environment, with fears that this earnings season could end the current bull run.
  • There is a strong consensus to short INTC, while TSLA is highly debated with users split between buying puts and expecting Elon Musk to pump the stock with AI/robotics promises.
Score 36
Comments 35
Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
MSFT (along with ORCL and RDDT) is viewed as a strong, profitable, growing business currently trading at a perceived discount. The community sees these tech giants as "ready for liftoff" with potential to multiply in value this year. Go long on MSFT as a high-conviction tech play for earnings and beyond. Broader market downturn or macro fears ending the bull run could drag down even strong tech names.
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments are targeting INTC for put options ahead of earnings. The community lacks faith in Intel's turnaround or current earnings potential compared to semiconductor peers. Buy puts on INTC as the community expects a post-earnings drop. Earnings could unexpectedly beat lowered expectations, causing a short squeeze.
r/wallstreetbets community Reddit community discussion
User states VRT will "probably beats but it will go down." This suggests a "sell the news" dynamic regardless of a positive report. Puts are advised to capitalize on the expected negative price reaction. The company is expected to beat earnings, which could initially spark a rally.
r/wallstreetbets community Reddit community discussion
Geopolitical tensions and recent missile barrages have driven massive arms consumption. RTX is positioned to announce record profits and huge backorders due to the replenishment of global defense systems. Buy RTX calls anticipating a strong earnings beat driven by defense sector tailwinds. Defense contracts may already be priced in, or supply chain issues could delay revenue recognition.
r/wallstreetbets community Reddit community discussion
TSLA is viewed as the pivotal earnings report that will determine the fate of the broader market (SPY). Traders are split; some are buying puts due to poor EV fundamentals, while others are selling puts or buying calls expecting Musk to pump the stock with "sex robots" and "Space AI" narratives. Expect extreme volatility; directional bets are risky due to the unpredictable nature of the CEO's forward guidance. Picking a definitive direction is dangerous as the stock could swing wildly on narrative rather than financials.
More from Reddit β€” r/wallstreetbets

This Reddit post, published April 17, 2026, features r/wallstreetbets community discussing MSFT, INTC, VRT, RTX, TSLA. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: MSFT, INTC, VRT, RTX, TSLA