Performance Snapshot
Charts
Earnings Context
Previous: 2026-05-11
Next: 2026-08-04
Days to next: 33
Avg earnings move: 5.6%
Median earnings move: 5.7%
Technical Signal Snapshot
RSI: 46.5
Direction score: -0.5081
Price vs EMA20: -0.1%
EMA20 vs EMA50: -6.2%
EMA50 vs EMA200: -3.6%
EMA20 slope: -3.2%
Options Volatility Snapshot
Label: IV near recent HV
Expiration: 2026-08-21
Days to expiration: 50
ATM average IV: 44.8%
ATM call / put IV: 43.8% / 45.9%
6M HV: 40.3%
IV minus HV: 4.5%
IV discount vs HV: -11.3%
Expected move: 14.9%
ATM Greeks
Call delta / gamma: 0.5744 / 0.04351
Call theta / vega: -0.0391 / 0.0806
Put delta / gamma: -0.426 / 0.041527
Put theta / vega: -0.0333 / 0.0806
Greeks are option-market context for the selected ATM expiration, not a trade recommendation.
Grounded Summary
- FOXA returned -15.4% over 1M, -4.9% over 3M, and -24.6% over 6M.
- Relative performance was -18.9% vs SPY and -28.0% vs QQQ over 3M.
- The thesis field is missing or needs review.
- Headline context: Fetched headlines cluster around: uncategorized (4), analyst/sentiment (1).
- Recent examples: 3 Reasons to Sell FOXA and 1 Stock to Buy Instead - StockStory; Fox Stock Upgraded As Roku Acquisition Reconsidered - Investor's Business Daily; 1 S&P 500 Stock with Promising Prospects and 2 We Question - Yahoo!
- Finance Canada.
- Main watch items: thesis needs review, large drawdown, underperforming SPY, underperforming QQQ.
- Next earnings is listed as 2026-08-04; typical close-to-close earnings move is 5.6% on average.
- Options context: IV near recent HV; ATM average IV is 44.8% versus 6M HV 40.3%.
- Technical context: RSI 46.5 and direction score -0.5081.
- Portfolio role/theme: Media.
- Next review question: What is the current reason for holding FOXA, and what would invalidate it?
- This is context for review, not a buy or sell recommendation.
Theme: Media. Sector: Communication Services. Industry: Entertainment.
Thesis
Status: needs_review
Thesis: missing
Invalidation: n/a
Catalyst: n/a
Risk Flags
- thesis needs review
- large drawdown
- underperforming SPY
- underperforming QQQ
Headline Context
Fetched headlines cluster around: uncategorized (4), analyst/sentiment (1). Recent examples: 3 Reasons to Sell FOXA and 1 Stock to Buy Instead - StockStory; Fox Stock Upgraded As Roku Acquisition Reconsidered - Investor's Business Daily; 1 S&P 500 Stock with Promising Prospects and 2 We Question - Yahoo! Finance Canada.
Questions for Next Review
- What is the current reason for holding FOXA, and what would invalidate it? Codex: Review FOXA against trend below 50d and 200d, 3M return -4.9%, and headline context before changing the thesis.
- Why has FOXA lagged SPY over the last 3 months? Codex: 3M relative performance vs SPY is -18.9%; review whether news or company metrics explain the gap.
- Why has FOXA lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -28.0%; compare that against headline tone and thesis expectations.
- Is FOXA's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -35.9% with beta SPY 0.222388450690857 and sector Communication Services.
- What would improve FOXA's weak technical direction score? Codex: Direction score is -0.5081, with price vs EMA20 at -0.1%.
Headlines
3 Reasons to Sell FOXA and 1 Stock to Buy Instead StockStory
Fox Stock Upgraded As Roku Acquisition Reconsidered Investor's Business Daily
1 S&P 500 Stock with Promising Prospects and 2 We Question Yahoo! Finance Canada
Why Did CRM, INTU, FOXA Stocks Hit 52-Week Lows Last Week? Stocktwits
1 S&P 500 Stock with Promising Prospects and 2 We Question The Globe and Mail
Evidence
JSON: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/FOXA.json
Markdown: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/FOXA.md