Friday, October 9, 2020

Friday 9 Oct 2020 Morning Notes

It's like 2000 all over again with the chip news this morning between the AMD for XLNX deal and NXPI guidance. 

Earnings: Yesterday AMC:
Today BMO:

Other News: Monster rip on GME, up 50% at EOD yesterday;

Follow Through Names to Watch: GME, IBM, MS, DPZ

XLNX: +16% at 124 on AMD buyout;
NXPI: +8% at 144 on guidance;

HCA: +5% at 140 on guidance;

GME: -3% at 13.10;
AMD: -2% at 84.75 on buyout of XLNX;


Follow through watch:

Day before Y'day AMC:
Yesterday BMO: CCL, DPZ; AYI, HELE

Y'day Other News: MS for EV; IBM spinning off unit; WKHS short report; REGN spiking on request for EUA;

2 days ago AMC:
2 days ago BMO:

2 Day Old News: AYX: +25% at 140 on guidance and new CEO;

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