Friday 07 Aug 2020 Morning Notes

Flipped a quick straddle in CAH on the open then added a few more spreads yesterday morning, then it was off to Laketown, USA. That was quite the comeback in WIX, after opening down 15% to actually turn positive on the session. Similar game plan as yesterday, will trade the open but then heading to the lake.

Earnings: Yesterday AMC: AAOI, AMC, BKNG, CZR, DISH, DBX, DDOG, ED, EOG, FSLR, GRPN, HLF, ILMN, LVGO, OLED, STMP, TMUS, TRIP, TTD, UBER, VXRT, YELP, Z
Today BMO: CSIQ

Other News:

Follow Through Names to Watch: WIX, FSLY, CVNA, PENN, BHC, ROKU

GAINERS:
GRPN: +31% at 21.60;
STMP: +17% at 307;
Z: +15% at 82;
AAOI: +13% at 17.08;
BIIB: +12% at 310 on drug news;
FSLR: +5.5% at 68;

LOSERS:
AYX: -22% at 131 on earnings;
ILMN: -14% at 342;
OLED: -8.6% at 170;
DDOG: -8% at 83;
DBX: -5.5% at 2;

FLAT:

Follow through watch:

Day before Y'day AMC: CF, CTL, CVNA, ETSY, FISV, FSLY, INFN, MET, OLN, ROKU, SPWR, SQ, WDC, ZNGA
Yesterday BMO: BDX, BHC, BMY, CAH, CNP, CRON, HFC, LNG, MYL, NCLH, PENN, PZZA, VIAC, WIX, YETI, ZTS

Y'day Other News: DNLI: +41% at 32.75 on drug news/BIIB investment; APPS: +21% at 19.71, call OI stacked into this report w/5x call:puts; VSTO: +17% at 21.50, call OI stacked into this report w/10x call:puts; BHC: +14% at 22.15; YETI: +5% at 54; FSLY: -19% at 88.50; APRN: -18% at 9.31 on offering; WIX: -15% at 265;  WDC: -11% at 39.50; BDX: -6% at 266;

2 days ago AMC: ANET, ATVI, BYND, DIS, DVN, FOXA, MCHP, MNST, MTCH, NKLA, PAA, PXD, TWLO, WW, WYNN
2 days ago BMO: ABC, CPRI, CVS, HUM, LL, MRNA, REGN, SSYS, TEVA, WAMRN, BP, CYBR, EMR, KKR, MNK 

2 Day Old News: TDOC -6% to merge w/LVGO +7% in $18.5b deal; NVAX: +20% at 189 on drug data; LPSN: +16% at 54 on earnings; SQ: +12% at 153.24; CPRI: +11% at 15.55; MTCH: +7% at 117; DIS: +5% at 122.30; VAPO: -27% at 38.39 on earnings; NEWR: -22% at 57 on earnings; NKLA: -12% at 32.08; MCHP: -7% at 100;  WW: -5.55 at 25.38; TWLO: -5% at 271.80;

TT Track of the Day: Boris Brejcha - Minimal Techno (code selection vol 30)