Tuesday, September 17, 2024

Tuesday 17 Sep 2024 Morning Notes

Bot some cheap otm puts on PLCE yesterday looking for a rug pull that never came. All eyes on the Fed tomorrow, I think fading the Fed will be the play to make.. we'll see I suppose

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch:

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News: INTC pops on AMZN news; ACN drops 5% during the day of trade;

2 days ago AMC:
2 days ago BMO:

2 days ago Other News: RH: +20% at 307; ORCL: +6.5% at 172 on guidance; UBER: +6% at 72.25 on Waymo partnership; W: +5.5% at 47.25 on China crackdown; SLQT: -22% at 2.82 on earnings; ADBE: -7.6% at 542; PDD: -6.4% at 91.30 on China goods crackdown; BA: -2% at 160 on worker strike;

Monday, September 16, 2024

Monday 16 Sep 2024 Morning Notes

Flipped a straddle in ETSY on Friday that I bought for $1.20 and flipped for $1.49, only to watch it hit a peak of $2.50, typical!

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch: ADBE, RH

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: ADBE, RH
Yesterday BMO:

Y'day Other News: RH: +20% at 307; ORCL: +6.5% at 172 on guidance; UBER: +6% at 72.25 on Waymo partnership; W: +5.5% at 47.25 on China crackdown; SLQT: -22% at 2.82 on earnings; ADBE: -7.6% at 542; PDD: -6.4% at 91.30 on China goods crackdown; BA: -2% at 160 on worker strike;

2 days ago AMC:
2 days ago BMO: KR, SIG

2 days ago Other News: PLCE: +34% at 6.65 on earnings; ALB: +12% at 88 on China news;
FSLR: +5% at 218 following Presidential debate; RLAY: -25% following public offering; DJT: -15% at 15.75 following debate; GME: -10% at 21.07;

Friday, September 13, 2024

Friday 13 September 2024 Morning Notes

No trades of note yesterday.

Yesterday AMC: ADBE, RH
Today BMO:

Other News:

Follow through names to watch: PLCE,

GAINERS:
RH: +20% at 307;
ORCL: +6.5% at 172 on guidance;
UBER: +6% at 72.25 on Waymo partnership;
W: +5.5% at 47.25 on China crackdown;

LOSERS:
SLQT: -22% at 2.82 on earnings;
ADBE: -7.6% at 542;
PDD: -6.4% at 91.30 on China goods crackdown;
BA: -2% at 160 on worker strike;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: KR, SIG

Y'day Other News: PLCE: +34% at 6.65 on earnings; ALB: +12% at 88 on China news;
FSLR: +5% at 218 following Presidential debate; RLAY: -25% following public offering; DJT: -15% at 15.75 following debate; GME: -10% at 21.07;


2 days ago AMC: GME
2 days ago BMO: PLCE

2 days ago Other News: ORCL: +12% at 157 on earnings; ALLY: -15% at 33.55 on biz update;

Thursday, September 12, 2024

Thursday 12 Sep 2024 Morning Notes

Closed out my GME weekly 25/24 long put spread yesterday for .98 from .65. Didn't want to risk HelloKitty sending a tweet out that sent GME soaring and crushing my spread.

Yesterday AMC:
Today BMO: KR, SIG

Other News:

Follow through names to watch: PLCE,

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: GME
Yesterday BMO: PLCE

Y'day Other News: PLCE: +34% at 6.65 on earnings; ALB: +12% at 88 on China news;
FSLR: +5% at 218 following Presidential debate; RLAY: -25% following public offering; DJT: -15% at 15.75 following debate; GME: -10% at 21.07;


2 days ago AMC: ORCL
2 days ago BMO:

2 days ago Other News: ORCL: +12% at 157 on earnings; ALLY: -15% at 33.55 on biz update;

Wednesday, September 11, 2024

September 11th, 2024 Morning Notes

Today is the 23rd anniversary of the September 11th attacks. I can't believe it's been 23 years, feels like it happened yesterday. Trump and Harris squared off in last night's debate with Harris making Trump look like a fool. The guy absolutely cannot help himself, it's stunning.

My long GME 25/24 put spread established for a .65 debit is looking solid with the stock down 10% in the pre-mkt at 21. It had been on a serious tear into numbers so I'm not surprised but the drop lower, bid up on all kinds of hopium. DJT is following suit, dropping 15% following Trump's debate performance after being bid up into the debate.

Yesterday AMC: GME
Today BMO: PLCE

Other News:

Follow through names to watch: ORCL, ASO, ALLY,

GAINERS:
PLCE: +34% at 6.65 on earnings;
ALB: +12% at 88 on China news;
FSLR: +5% at 218 following Presidential debate;

LOSERS:
RLAY: -25% following public offering;
DJT: -15% at 15.75 following debate;
GME: -10% at 21.07;

Follow through watch:

Day before Y'day AMC: ORCL
Yesterday BMO: ASO

Y'day Other News: ORCL: +12% at 157 on earnings; ALLY: -15% at 33.55 on biz update;

2 days ago AMC:
2 days ago BMO:

2 days ago Other News: