CHTR
Charter Comm Inc Del CL A New
stock NASDAQ

# Today is Tuesday, the 21st of July
## Upcoming events for Tuesday, July 21st
- Stock splits:
- CANG @ **1:10**
- CLBK @ **2.2:1**
- XPON @ **1:12**
- CRDU @ **4:1**
- PONX @ **1:5**
- IREZ @ **1:3**
- NBIZ @ **1:3**
- SNDQ @ **1:10**
- LABX @ **6:1**
- WLFC @ **3:1**
- Expected earnings:
AIR, ALK, ALLY, AMSF, AUB, BWB, CB, CCBG, COF, DHI, DHR, EFX, EQT, EWBC, FFBC, FOR, GM, GPC, HAFC, HAL, HAS, HWC, IBKR, KEY, KREF, MBWM, MCB, MMM, MRSH, MSCI, NBHC, NIC, NLY, NOC, NP, NPB, NVS, OFG, ORRF, OZK, PEBO, PEGA, RRC, SCHW, SYF, TFIN, TRST, UCB, VICR, VLRS, VMI, WAL, WBS, WFRD, WSBC
- Ex-div:
DFGP, DFGX, DGCB, FCAL, FCVT, FEMB, FGSI, FIXD, FMB, FMHI, FTHI, FTQI, FTSL, HISF, HYLS, LDSF, LMBS, MDIV, MFLX, SATA
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.730%, previous: 3.760%)
- 6-Month Bill Auction (actual: 3.835%, previous: 3.860%)
- US Leading Index (actual: -0.2%, consensus: -0.1%, previous: 0.1%)
## Upcoming events for Wednesday, July 22nd
- Stock splits:
- MSS @ **1:5**
- Expected earnings:
ARR, AVB, BANC, BANR, BDN, BKU, BMI, BRBS, CALM, CASH, CATY, CBAN, CCI, CCS, CME, CSBR, CSX, CVBF, CYH, EFSC, EGBN, EGP, ELS, EPRT, EQNR, EQR, FAF, FBNC, FBP, FCCO, FDBC, FMNB, FNLC, FPI, FR, FRME, FRMM, FSBC, FULT, GCBC, GEV, GGG, GL, GOOG, GOOGL, GSHD, GTY, HBNC, HCSG, HLX, HNVR, HYFT, IBM, ICLR, IRDM, JMSB, KALU, KMI, KNX, LBRT, LOB, LSBK, LUV, LVS, MCO, MEDP, MMLP, MOH, MPB, MRTN, NBBK, NFBK, NOW, NRIM, NTRS, NTST, NVEC, NVR, NWFL, OBK, OII, ONB, OSBC, OTIS, OTLY, PFBC, PHM, PKBK, PKG, PM, PNFP, QCRH, QS, RCI, RDY, RELL, RGP, RJF, RLI, RMBI, RNR, ROL, RPM, RS, SEIC, SF, SLG, SMBC, SON, STC, SYBT, T, TCBI, TCBX, TDY, TEL, TMHC, TNL, TOWN, TSLA, TXN, TZOO, URI, UROY, UVSP, VKTX, VTMX, WAB, WCN, WEX, WH
- Ex-div:
APA, GLDI, SATA, SLVO, USOI
- Economic events and announcements:
- ADP Employment Change Weekly (previous: 19.80K)
- API Weekly Crude Oil Stock (consensus: -1.500M, previous: -0.056M)
- Redbook (previous: 8.2%)
## Upcoming events for Thursday, July 23rd
- Expected earnings:
AAL, ABCB, ACI, ACNB, ACU, ALLE, AMAL, AMBP, AMP, AMTB, APPF, ARGX, AROW, ASB, ASPS, ATRC, AVBC, AVBH, BFH, BFST, BHRB, BPOP, BPRN, BWFG, BWMX, BX, BY, BYD, CARE, CFFI, CIVB, CLF, CLST, CMCSA, CNOB, COCO, COKE, COLB, CUBI, CX, DB, DCOM, DECK, DGX, DLR, DOV, DOW, EBC, ECBK, EFSI, ENSG, ENVA, ESQ, EW, FCFS, FCNCA, FCX, FIBK, FISI, FIX, FMBH, FNWB, FPH, FRBA, FRST, FSV, GBCI, HBAN, HFWA, HIG, HOG, HON, HSCS, HTH, HTLD, HZO, IBCP, IMA, IMAX, INFY, INTC, ISBA, IVR, JAKK, KN, KNSL, KRNY, LADR, LAZ, LMT, LYG, MBLY, MGYR, MRBK, MSBI, MXL, MYFW, NDAQ, NECB, NEM, NOK, NSC, NVCR, OPBK, OPTT, ORC, ORI, OVV, PCB, PCG, PECO, PINE, POOL, R, RBKB, REXR, RHI, RNG, ROP, RPT, RTX, SAM, SAP, SBFG, SCHL, SHBI, SHG, SIGI, SKYW, SLM, SMMT, SNA, SRCE, SSB, SSNC, STBA, STM, TCBK, TECK, THRM, TMO, TMUS, TR, TSCO, TTE, UBSI, UNP, USCB, UTMD, UVE, VABK, VC, VLY, VRSN, WKC, WRLD, WSFS, WST, WTBA
- Ex-div:
MDRR, SATA
- Economic events and announcements:
- 20-Year Bond Auction (previous: 4.927%)
- Crude Oil Imports (previous: -0.399M)
- Crude Oil Inventories (previous: -1.692M)
- Cushing Crude Oil Inventories (previous: 0.430M)
- Distillate Fuel Production (previous: 0.072M)
- EIA Refinery Crude Runs (previous: 0.099M)
- EIA Weekly Distillates Stocks (previous: 4.556M)
- EIA Weekly Refinery Utilization Rates (previous: 0.4%)
- Gasoline Inventories (previous: -1.533M)
- Gasoline Production (previous: -0.096M)
- Heating Oil Stockpiles (previous: 0.030M)
- MBA 30-Year Mortgage Rate (previous: 6.65%)
- MBA Mortgage Applications (previous: -2.7%)
- MBA Purchase Index (previous: 157.2)
- Mortgage Market Index (previous: 259.1)
- Mortgage Refinance Index (previous: 821.9)
## Upcoming events for Friday, July 24th
- Expected earnings:
AFBI, AUC, AXP, AXR, BAH, CHTR, CNI, COFS, CPF, CRI, E, EAF, FCAP, FHB, FLG, GNTX, GRC, HCA, LBTYA, LBTYB, LBTYK, LW, NB, NDLS, NEE, OVBC, PAMT, PDLB, SBSI, SLB, SXT, THC, TMP, ULH, VZ, WF
- Ex-div:
BANX, BUSE, CNXC, COKE, COST, GAIN, GEHC, GLAD, GOOD, GOODN, GOODO, KALU, LAND, LANDO, LANDP, LKFN, OVBC, SATA
- Economic events and announcements:
- 10-Year TIPS Auction (previous: 2.169%)
- 4-Week Bill Auction (previous: 3.660%)
- 8-Week Bill Auction (previous: 3.650%)
- Chicago Fed National Activity (previous: -0.10)
- Continuing Jobless Claims (previous: 1,805K)
- Initial Jobless Claims (consensus: 211K, previous: 208K)
- Jobless Claims 4-Week Avg. (previous: 214.25K)
- KC Fed Composite Index (previous: 11)
- KC Fed Manufacturing Index (previous: 19)
- Natural Gas Storage (previous: 41B)
^^^^2026-07-21

That's a large position - do you mind me asking what % of your holdings CHTR forms?
Do you have any plans if the "catastrophic" outcome plays out and it continues to fall? Or are you confident enough in your thesis that you'll hold it until it plays out or not?
For reference, I've allowed myself to put more into CHTR than I should (20% of portfolio) at a base of 134$. I've mostly convinced myself that it should roughly maintain its current revenues over the next 5-10 years so I'm happy to risk it, with probably 2x upside - but always concerned I've underestimated the downside risk.

Some implied moves for earnings this week - 314 companies reporting:
Up or down idiots...
$TSLA 7.0%
$GOOGL 6.6%
$INTC 14.9%
$NOW 12.5%
$IBM 6.9%
$TXN 10.7%
$LVS 6.8%
$LUV 7.7%
$URI 7.7%
$AAL 7.5%
$GEV 10.1%
$T 5.2%
$DECK 9.2%
$FIX 19.4%
$CHTR 12.4%
$VZ 4.7%
$AXP 4.6%
$NEE 3.8%
$W 16.6%
$MMM 5.8%
$HAL 5.3%
$HAS 10.4%
$NVS 7.0%
$SYF 9.1%
$EFX 13.1%
$IRDM 9.9%
$MCO 7.1%
$CME 4.5%
$CLF 12.5%
$FCX 7.3%
$NOK 12.2%
$LMT 5.5%
$TSCO 6.6%
$COCO 17.2%
$HOG 8.3%
$MBLY 11.1%
$POOL 10.9%
$SAM 13.7%
$RNG 12.5%
$GSHD 18.1%
$COF 5.5%