I'm looking at these earnings right now...

Don Kaufman here.

Holy sh*t, next week's earnings calendar is loaded.

GOOG, TSLA, CMG, INTC - are all reporting, and I'm running numbers on every single one while I'm typing this.

Here's what I'm hunting for: Companies that'll gap halfway to their expected move, then drift home during the trading session.

Same pattern that just delivered 146% on TSM, 114% on MMM, and 118% on American Express.

The math is simple. When TSLA should move $25 based on options pricing but only gaps $17 overnight, that other $8 has to come from somewhere.

And lately? It's been coming from methodical intraday drift.

I think this is the most tradable pattern I've seen since 2017.

Not because it's exciting - because it's boring and predictable as hell.

You know what's crazy?

While everyone's making directional bets on whether these companies beat or miss, I'm positioning for controlled convergence. They're gambling. I'm calculating.

Right now I've got spreadsheets open, implied volatility numbers pulled up, expected move calculations running.

Looking for that sweet spot where the setup screams "easy money."

This pattern won't last forever, and I'm riding it while it does. Every earnings season that passes without adapting to this new reality is money left on the table.

If you want to see exactly how I identify these setups and structure the trades, I break down the entire methodology in my training.

To your success,
Don Kaufman