Twillio (TWLO) - the cloud communications stock continues to trade strong into the quarterly earnings report after the close on Tuesday. Analysts forecast the company losing $0.05 on revenues of $74 million. The past issue with the stock hasn't been beating earnings, but rather the valuation. Guidance for revenues of $350 million in 2017 leaves the stock fully valued at $35. Citigroup (C) - the WSJ suggests the bank as excess capital of $27.5 billion. Under a less restrictive regulatory environment, Citigroup could return roughly 15% of the current market capital to shareholders plus ongoing profits. The bank stock trades below book value at $58 so any additional capital returns could send the stock soaring. Glu Mobile (GLUU) - the mobile-game developer continues the recent hot streak closing back at the multi-month highs on relative decent volumes. The reason behind the move is uncertain, but the stock appears set for a run at $3. Disney (DIS) - the owner of ESPN reports after the close on Tuesday. The stock has amazingly shook off slumping subscribers at the ESPN profit machine and focused on move studio hits despite a cut in releases by nearly 50% this year. With surging programming costs, the stock has all the makings of disappointing guidance that the market has all but ignored. Be careful owning Disney after a 20 point rally. Advanced Micro Devices (AMD) - Barron's picks the chip company as one that could double again. My stance remained bullish on the stock after showing with the recent earnings report that revenue growth was returning. At $24, the stock would only trade at slightly above 4x sales. Click on the Sign in/Sign up button in the top right corner to join for free to comment on your stock moves for tomorrow.Click on the Follow button to get the daily blog posts from Out Fox The $treet. Disclosure: Long C, GLUU