Monday, September 14, 2020

Monday 14 Sep 2020 Morning Notes

We're looking at monthly opex, seems like only yesterday I was lamenting how quickly we arrived at August opex. And of course, tomorrow is also the due date for federal estimated quarterly taxes. A few notable news pieces this morning, namely GILD/IMMU, ORCL/Tik Tok, NVDA/ARM.

Earnings: Yesterday AMC:
Today BMO:

Other News:

Follow Through Names to Watch: CHWY, PTON

IMMU: +106% at 87.16 on GILD t/o;
ORCL: +9.5% at 62.36 on Tik Tok deal;
NVDA: +5.75% at 515 on deal to acquire ARM for $40b;

NKLA: -6% at 30.25 on being NKLA/ short reports;
GILD: -1.9% at 64.35 on IMMU deal;

Follow through watch:

Day before Y'day AMC: ORCL, CHWY, PLAY, PTON; ZUMZ,
Yesterday BMO: KR

Y'day Other News:

2 days ago AMC: GME, RH, ZS
2 days ago BMO: AEO, NAV

2 Day Old News: RH: +23% at 395; NAV: +17% at 42.50 on increased offer; OSTK: +11% at 76.55 on co. update; PENN: +6% at 62 on u/g; NKLA: -9% at 38.60 on short hit piece; GME: -7.5% at 6.83; CSIQ: -7% at 28.85 on offering;

TT Track of the Day: Bo

No comments:

Post a Comment