Earnings Week Has a 13% Move Priced In for $NVDA's Favorite Healthcare Disruptor — and Retail Is Salivating

Buckle up, because this earnings week comes gift-wrapped in chaos. $HIMS reports Monday with options markets pricing a 13% move — and social sentiment is firmly in the bull camp after JP Morgan initiated with an overweight rating, citing its pivot from GLP-1 competitor to Novo Nordisk partner. That reframe is doing a lot of heavy lifting, and retail traders are leaning in hard.

Meanwhile, $CRWV is the cautionary tale nobody wanted. The stock dropped 12% post-earnings despite what the CEO called a 'transformational quarter' — because when your stock is already up ~90% YTD, beating estimates just means you don't get punished extra. Backlog expanded by $40 billion, margins are expected to scale to low double digits by Q4 2025, and yet the market shrugged. Classic overpriced excellence. $DKNG, on the other hand, posted 17% revenue growth and April Q2 is already tracking 22% year-over-year — its new 'super app' cut customer acquisition costs by 90% in two months. Howard Lindzon's Degenerate Economy thesis — up ~170% vs the Nasdaq 100's ~94% — is looking very, very smug right now.

With CPI expected at 3.7% year-over-year and PPI potentially hitting 4.8%, the macro backdrop is basically the villain origin story for every earnings miss this quarter — but so far, the bulls don't care.