Monday, October 12, 2020

Monday 12 Oct 2020 Morning Notes

Earnings season is set to ramp up in a big way this week, and everything is weekly this week thanks to October monthly opex. Tacked on the WKHS 35/45 1x2 call ratio on Friday for an average of around a 7 cent credit. Could end up being a monster of a trade this week.

Earnings: Yesterday AMC:
Today BMO:

Other News:

Follow Through Names to Watch: GME, AMD, WKHS

WKHS: +9% at 29;
TWLO: +6.5% at 326 makes $3.2b acquisition;
HUYA: +6% at 27.30 on merger;
TWTR: +4% at 48 on u/g;



Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News: 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;

2 days ago AMC:
2 days ago BMO: CCL, DPZ; AYI, HELE

2 Day Old News: MS for EV; IBM spinning off unit; WKHS short report; REGN spiking on request for EUA;

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