Tuesday, April 14, 2020

Tues 14 Apr 2020 Morning Notes

GME is up nearly 100% in 10 days, stunning. Not sure how that company still exists. Yesterday was an absolute ripfest in some former momo names CVNA, TSLA, PTON, ZM - all up over +10%

Looking like my NCLH ratio spread will be a brick, true shame since it was up some decent money but I pressed for more and lost. 

Earnings: Yesterday AMC

Other News: During market hours, Citron tweeted about going short GSX, comparing it Luckin'. IV ripped in the name, with 50% OTM puts marked near 500% IV

Follow Through Names to Watch: NFLX, AMC, Cruiselines,

ROKU: +12% on viewing numbers;



Follow through watch:

Day before Y'day AMC: WDFC
Yesterday BMO

Y'day Other News: Cruiselines CCL NCLH RCL dropping on CDC ordering 100 day halt on them sailing (amazing they weren't already halted tbh); AMC dropping on bankruptcy talk; Oil names popping this morning;

2 days ago AMC
2 days ago BMO

2 Day Old News: ILK remains halted, LFIN style; XLF banks all popping higher this morning; COST -2.2% at 298 on sales #s;

TT Track of the Day: Glen Gray - Smoke Rings

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