Monday 03 Nov 2025 Morning Notes

No real trades of note, just a few option flips here and there.

Yesterday AMC:

Today BMO: CIFR, FUBO, KVUE, ON, TGTX

Other News:

Follow through names to watch: AMZN, CHTR, DXCM, RDDT, ROKU, WDC

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AAPL, AMZN, COIN, DXCM, FSLR, GDDY, GILD, LUMN, MSTR, NET, RDDT, RIOT, RKT, ROKU, TEAM, TWLO, WDC, Z,
Day before Y'day BMO: ABBV, ABR, CBOE, CHTR, CL, CVX, XOM

Y'day Other News:

2 days ago AMC: AEM, ALGN, AR, BHC, CMG, CVNA, EBAY, GOOG, GOOGL, MELI, META, MGM, MSFT, NOW, RIG, SBUX, TDOC, WOLF
2 days ago BMO: AAP, BAX, BIIB, BMY, BTU, BUD, CAH, CI, CMCSA, COMM, CROX, EL, EPD, FOXA, HSY, HWM, IP, KMB, LHX, LLY, LNG, MA, MO, MPW, MRK, RBLX, SHAK, SHEL, SIRI, SO, SPGI, TAL

2 days ago other news:

Friday 31 Oct 2025 Morning Notes

No trades of note yesterday, though I guess I did throw on a GSAT call diagonal, buying the Dec 50s and selling the Nov 55s against it for $3.75. Anytime I have a trade like this, I feel like it blows up in my face. It's cleverly crafted, and stands to gain bigly but these trades always seem to be my weakest ones. Maybe this time it's different?

Yesterday AMC: AAPL, AMZN, COIN, DXCM, FSLR, GDDY, GILD, LUMN, MSTR, NET, RDDT, RIOT, RKT, ROKU, TEAM, TWLO, WDC, Z,

Today BMO: ABBV, ABR, CBOE, CHTR, CL, CVX, XOM

Other News:

Follow through names to watch: CMG, EBAY, META, NOW, SBUX, AAP, BAX, CAH, CI, CMCSA, LHX, RBLX,

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AEM, ALGN, AR, BHC, CMG, CVNA, EBAY, GOOG, GOOGL, MELI, META, MGM, MSFT, NOW, RIG, SBUX, TDOC, WOLF
Day before Y'day BMO: AAP, BAX, BIIB, BMY, BTU, BUD, CAH, CI, CMCSA, COMM, CROX, EL, EPD, FOXA, HSY, HWM, IP, KMB, LHX, LLY, LNG, MA, MO, MPW, MRK, RBLX, SHAK, SHEL, SIRI, SO, SPGI, TAL

Y'day Other News:

2 days ago AMC: AUR, BE, BKNG, CZR, EA, ENPH, MDLZ, PPG, STX, V
2 days ago BMO: ADP, BA, CAT, CNC, CVS, ETSY, FI, GEHC, GNRC, GSK, KHC, PSX, VZ

2 days ago other news:

Thursday 30 Oct 2025 Morning Notes

My only trade of note yesterday was a 70/65 wkly 1x2 put ratio spread that I put on for 5 cents then tapped out for 15 cents due to having to go to the dentist then playing tennis and it wasn't a trade I'd be able to manage. The damn thing was worth a $1.30 credit by end of day. So damn typical!

Yesterday AMC: AEM, ALGN, AR, BHC, CMG, CVNA, EBAY, GOOG, GOOGL, MELI, META, MGM, MSFT, NOW, RIG, SBUX, TDOC, WOLF

Today BMO: AAP, BAX, BIIB, BMY, BTU, BUD, CAH, CI, CMCSA, COMM, CROX, EL, EPD, FOXA, HSY, HWM, IP, KMB, LHX, LLY, LNG, MA, MO, MPW, MRK, RBLX, SHAK, SHEL, SIRI, SO, SPGI, TAL

Other News:

Follow through names to watch: LRN, FI, BE, ENPH, ETSY, GNRC, STX

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AUR, BE, BKNG, CZR, EA, ENPH, MDLZ, PPG, STX, V
Day before Y'day BMO: ADP, BA, CAT, CNC, CVS, ETSY, FI, GEHC, GNRC, GSK, KHC, PSX, VZ

Y'day Other News:

2 days ago AMC: CAR, CDNS, CLS, FTAI, NUE, NXPI
2 days ago BMO: DHI, GLW, HSBC, JBLU, NEE, PYPL, RCL, REGN, SOFI, UNH, UPS, VFC, W, WGS

2 days ago other news:

Tuesday 28 Oct 2025 Morning Notes

I'm not around at all today. However, I flipped my TTD condor for +25% yesterday, and I also flipped some short QCOM wkly 162.5 and 160 puts. I clipped 30cents on the 162.5 puts and about 22cents on the 160 puts. Pure vol crush play for some quick cash. 

Yesterday AMC: CAR, CDNS, CLS, FTAI, NUE, NXPI
Today BMO: DHI, GLW, HSBC, JBLU, NEE, PYPL, RCL, REGN, SOFI, UNH, UPS, VFC, W, WGS

Other News:

Follow through names to watch: QCOM, ZBIO, DQ, GGAL/Argentina names

Today's watchlist:
Follow through watch:

Day before Y'day AMC: 
Day before Y'day BMO: DQ

Y'day Other News:

2 days ago AMC: DECK, DLR, F, INTC, NEM, NSC,
2 days ago BMO: GD, PG

2 days ago other news:

Monday 27 Oct 2025 Morning Notes

Flipped a few trades on Friday, but mostly had one good trade then a couple that ate the majority of my solid trade's profits. I flipped a straddle in DECK for a quick +25%, then lost money in an INTC opex call ratio, SPY opex long put spread, and URI straddle. At the end of the day, I talked on long condor in TTD, buying the wkly 50 calls, selling the 55 and 57 calls and buying the 65 call for $1.87. We'll see how it holds up this week.

Yesterday AMC:
Today BMO: DQ

Other News:

Follow through names to watch: NEM, DECK, F

Today's watchlist:


Follow through watch:

Day before Y'day AMC: DECK, DLR, F, INTC, NEM, NSC,
Day before Y'day BMO: GD, PG

Y'day Other News:

2 days ago AMC: AA, IBM, KMI, LRCX, LUV, LVS, QS, TSLA, URI, VKTX
2 days ago BMO: AAL, BX, DOW, FCX, HON, MBLY, NOK, PCG, TMUS, TSCO, UNP, VLO

2 days ago other news: