Trading Post May 12, 2026

A Bit of Catch-Up

This Trading Post covers mostly yesterday’s trades

Today, a number of stocks are reacting to earnings releases.

QUBT +24.2%, PACS +20.1%, SIBN +16.4%, TE +16.1%, HLIT +14.7%, DSP +13.6%, ZBRA +13.4%, SE +10.6%, CDNL +10%, EIKN +8.8% (also provides clinical updates), VG +8.8%, HLIO +8.3%, PLUG +6.8%, TME +6.6%, VSTS +6%, ARMK +5.5%, RAL +5.4%, SGHC +5.1%, RGTI +4.5%, HALO +4.4%, ESOA +4.1%, QBTS +4%, FIGR +3.9%, AMTM +3.6%, NOVT +3.6%, STE +3.1% (also authorizes new share repurchase program), BETA +3%, ODV +3%, ARVN +2.9%, GPRO +2.3%, NVRI +1.2%, Q +1.2%, OVV +1.1%

None of these are in focus for me today.

JD (JD, 9618 HK) reported results, nothing unexpected. Revenue was $45.8 billion vs. $41.5 billion last year, as the company continues to grow while profitability is a little bit less. There is no thesis violation, and it remains a top positions Per Sandy Xu, Chief Executive Officer: