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PLAY Earnings Signal (2025-06-10)

PLAY Earnings Signal (2025-06-10)

Henry Zhang's avatar
Henry Zhang
Jun 10, 2025
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PLAY Earnings Signal (2025-06-10)
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PLAY Earnings Analysis Summary (2025-06-10)

1. Model Summaries

Grok/xAI

Historical move: ~11.6% average, slight positive bias (5/8 beats). IV crush of 30–40% post-earnings. Pre-earnings: overbought RSI, slight put skew. Sector: mixed entertainment outlook; benign VIX. Trade: Moderately Bearish → Buy 2025-06-20 $24 put @ $1.30. Confidence: 75%.

Claude/Anthropic

Revenue headwind (-10.8%), but EPS margin improvement priced in. Stock under 200-DMA, oversold vs. peers; high $23 put volume. VIX normal, max-pain $24. Trade: Moderately Bearish → Buy 2025-06-20 $23 put @ $0.95. Confidence: 72%.

Llama/Meta

Mixed historical reactions, no clear bias. Notable $26 put interest, but technicals and sector mixed. Direction: Neutral/Unclear → No trade recommended. Confidence: < 60%.

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