The Week Ahead : January 13th - 17th 2025

Highlights: Bank Earnings, UNH, TSM, ICR Retail & JPM Healthcare Conference

The Week Ahead

Finally we are about to have the first full trading week of 2025. This is the accepted beginning of earnings season with JPM, GS, MS, and WFC kicking off the season as usual. We will also see the UNH & TSM earnings this week. Major conferences of note are the ICR Retail Conference and the JPM Healthcare Conference. Markets are in a tricky place though I am expecting another short term bounce spot this week that may be playable.

Some interesting minor earnings - AEHR, TTAN, APLD. We will also have CPI numbers on Wednesday. I’d guess that the commentary from the bank CEOs will also be notable for market narrative.

Cautious on Monday and ideally looking for some sort of gap down situation.

Earnings Highlights

Monday :

(After Market Close) - AEHR, KBH, TTAN (Recent IPO)

Tuesday:

(After Market Close) - APLD

Wednesday:

(Before Market Open) - JPM, WFC, GS, BLK

(After Market Close) - CNXC

Thursday:

(Before Market Open) - UNH, TSM, MS, BAC

Friday:

(Before Market Open) - SLB, FAST

Next weeks full earnings watchlist on TradingView can be accessed here.

Conference & Meeting Highlights

• ICR Retail Conference 13th - 15th Jan  (Schedule Here)

• JPM Healthcare Conference - 13th - 16th Jan

• Core Inflation - (Wednesday 08:30am EST)

Macro Events (Eastern Time)

Top Pick Watchlists:

• Top Picks - November 2024

  • LONG: ALAB, HNST, SNOW, ESTC, RKLB, SMTC, URBN, PLTR, GAP, TSLA, SE, RDDT

• Top Picks - December 2024 

  • LONG: CRDO, MRVL, OKTA, FIVE, RBRK, AVGO

• Top Picks - January 2025 

  • LONG: CEG, FUBO

If you find this article and my other work helpful then feel free to Buy me a Coffee. It’s the thought that counts.

Have a Great Weekend!

Born Investor

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk (Paid)

• Tradingview - Charting & Scanning (Paid)

• Finchat - Fundamental Data & KPIs (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}