| By Andy Swan When Wall Street expects one thing but activity on Main Street is telling us another, the profit opportunities can be explosive. LikeFolio has a knack for identifying these “divergence opportunities” ahead of the market. Our Data Engine is working 24/7 to capture and analyze millions of data points from across the web every single day, allowing us to see in real time where and how consumers are spending their money. And over the next 10 weeks of earnings season, we’ll use those predictive insights to identify hundreds of trading opportunities as companies report their quarterly numbers and stocks make some of the biggest moves we'll see all year. It’s a cold, hard fact backed by the National Bureau of Economic Research (NBER) that the days leading up to and following earnings announcements are characterized by above-average volume and wider price swings. Starting this Sunday, January 19, Earnings Season Pass members will gain access to dozens of quick-hit trades each week as we predict which companies are in for a bullish or bearish surprise. Now is a perfect time to join before the season kicks off Today, we’ll give you a sneak peek into three compelling divergence opportunities that are already taking shape… | Recommended Link | | | | In May 2024, Legendary Wall Street money manager Louis Navellier predicted that Trump would win and trigger a massive boom. He was right! Just in the first week after Trump’s win, many stocks jumped by double and even triple digits. But now he’s issuing this NEW warning about Trump’s inauguration. |  | | 3 Bullish Picks for the First 3 Weeks of Earnings Season No. 1: Netflix (NFLX) 📅 Reports Tuesday, January 21, 2025 I mentioned how divergence opportunities have led to some of our best, most explosive trades. Netflix (NFLX) is among them. Last earnings season, our members traded NFLX for a 112% win in just four days. And this quarter could deliver a similar opportunity. Netflix shares are down nearly 7% over the past month: 
Source: TradingView Yet LikeFolio data around the streaming giant is soaring, creating a compelling setup ahead of its January 21 report. We know Netflix got a huge boost from live sports in the fourth quarter. Signups hit their highest growth levels in three years in November, gaining 25% alongside the Mike Tyson-Jake Paul fight. And they remained high in December (+19%) as NFLX delved into Christmas Day NFL action: 
Netflix had a record-breaking Christmas, with the most streamed NFL games ever, capturing 65 million U.S. viewers. And live sports will be an enormous catalyst in 2025, not just from a subscriber perspective but also in terms of advertising pricing power. The company is expanding its advertising business, largely through ad-supported subscriptions, which notched 70 million users in November. Earnings Season Pass subscribers will receive our best way to play NFLX during Week 1, which kicks off this Sunday. Here’s how you can get in on the action. No. 2: Spotify (SPOT) 📅 Reports Tuesday, February 4, 2025 Spotify’s (SPOT) take on the music “ownership” model disrupted how consumers listen to music… and made them dependent on an ongoing subscription. The music streamer’s premium and ad-supported audio streaming subscriptions are growing at a nice clip – accelerating 12% and 11% year over year, respectively, in the third quarter. Of course, these days, you'll find much more than just music on Spotify. The company has expanded into the lucrative world of podcasts, garnering an enormous audience over the last presidential election circuit, and is honing its audiobooks offerings with 300,000 titles and counting. In November, it launched Spotify for Authors – akin to Spotify for Artists – providing a platform where creatives can control their content and grow their audience. These additions could provide a boost to ad revenue and subscriptions. Thanks to LikeFolio data, we can see that Spotify website traffic hit an all-time high last month, up 5% year over year: 
We aren't worried about those web visits translating to cancellations, either. Cancellation searches remain flat, while interest in its premium subscriptions rises: 
Source: Google Trends Then there’s the matter of SPOT’s recent pullback from $500, which in our view, presents a favorable setup for a move higher on a solid report. 
Source: TradingView We’ve still got a few weeks to go until SPOT's announcement. But after nailing Spotify’s last earnings move with a trade that resulted in a max +100% profit, we’re excited to see the potential for another bullish win. No. 3: Snap (SNAP) 📅 Reports Tuesday, February 4, 2025 Snap (SNAP) is successfully attracting more marketers to its social media platform with improved AI-driven ad targeting. Last quarter, we saw the results of its efforts as global average revenue per user surged to $3.10, and daily active users reached 443 million. That earnings beat led to a huge win for Earnings Season Pass subscribers who followed our Very Bullish trade recommendation to a 230% profit. And according to LikeFolio digital metrics, Snap’s advertising platform is STILL on fire, recording 75% year-over-year growth in visits to its ad planning site in December: 
Despite this bullish data, SNAP shares are seriously lagging – down nearly 30% over the last six months. 
Source: TradingView A lowered bar is good in this case – giving Snap more room to run on a positive report, like we saw in November when the stock burst 14% higher in a matter of hours. With such a stark divergence between SNAP’s ad growth and stock price performance, we think it could be in for another surprise to the upside. Bottom line: Between their recent pullbacks in stock price and surging consumer interest, we believe NFLX, SPOT, and SNAP are set to deliver bullish earnings surprises over the next three weeks of earnings season. Netflix is up first – and we’ll be arming Earnings Season Pass subscribers with our exact trade details on Tuesday for a shot at banking a triple-digit windfall in just four short days. Go here now to join them today. Until next time, 
Andy Swan
Founder, LikeFolio P.S. Next week will be a big one – and not just for Netflix. When Donald Trump takes office on Monday, he’ll bring a wave of fresh opportunities – and volatility – with him. Instead of sitting on the sidelines, you could turn Trump’s first 100 days into the most profitable few months of your life. Veteran trader Jeff Clark will show you how on Wednesday, January 22, at 1:00 p.m. ET. Those who join Jeff live on Wednesday will walk away with his number-one trade for Trump’s second term… and it’s a stealth play that’s not on most investor’s radar. Sign up here to reserve your free spot for this event. Discover More Free Insights from Derby City Daily Here’s what you may have missed from Derby City Daily this week… ✓ Premiumization: The Trend Boosting Travel Profits in 2025 ✓ TTD: Your Key to Untapped Streaming Profits ✓ Lululemon Crushed Christmas – Here’s Your Next Window of Opportunity | 
ليست هناك تعليقات:
إرسال تعليق