Apr. 30 at 10:29 PM
okay bummed about
$VEEV because i did proper research to time the next addition announcements (outside of regular rebalancing months), but guessing which stock will be added is the hard part i guess. i’m pretty sure
$EA deal is closing may 5th but it’s not confirmed explicitly. if anyone wanna check into that, it would help. but if we can verify that then go for May 8th calls on LNG ALNY and MRVL. i mean RDDT has a better case now after this earnings also. AFRM and SOFI are still high on Kalshi but idk. TOST is borderline candidate. FERG HEI have been candidates for a while but only monthly options there.
the deletion of Hologic from the index due to acquisition could be why the committee chose a healthcare stock with VEEV. so going by this logic maybe they’ll go for LNG to fulfill CTRA’s energy weight.
based on VEEV 10% pop, i’d expect a similar sized pop on a company like LNG and ALNY. but MRVL would probably go 15% if it were added given it has more attention.
