Besides thinking ZNGA will get absolutely pummeled after earnings, I think that P will ride down with it, then get a bump into its earnings in March. I am long ELLI and SWHC, both will crush earnings. I would also like to short CMG into earnings today, but I don’t want to press my luck, just take a look at this (from StockTwits):
Do you want to bet against those odds?
[UPDATE: I am short CMG into earnings]