Monday, May 2, 2022

Monday 02 May 2022 Morning Notes

Left a small mountain of cash on the table in a CHTR 450 straddle, then some small piles of cash on the table in my NOW 500 straddle and FB 210 straddle. So it goes, but they all topticked in like the last 2mins of the session, except for CHTR which hit a peak midway through the day.

This is going to be one busy week given the deluge of names reporting earnings.. hold on to your hats!

Yesterday AMC: EPD, ON
Today BMO:

Other News: Buffet takes a 9.5% stake in ATVI on a risk arb spec (I've been eyeballing this one for a while, spread is juicy); Spirit declines JetBlue's bid citing antitrust concerns, the May monthly puts in SAVE rocketed in value on the news. Wish I had the time to research these M&A names a bit more.

Follow through names to watch: AMZN, CHTR, ROKU, TEAM,

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC: AAPL, AMZN, FSLR, GILD, HIG, HOOD, INTC, KLAC, NOV, OLN, ROKU, SWN, TEAM, WDC, X
Yesterday BMO: ABBV, BMY, CBOE, CHTR, CL, CVX, HON, PSX, WY, XOM

Y'day Other News:

2 days ago AMC: AFL, ALGN, AMGN, AUY, DFS, F, FB, LVS, MAT, MVIS, NLY, NOW, PINS, PYPL, QCOM, ROOT, TDOC, URI
2 days ago BMO: BAX, CAT, CMCSA, DPZ, HSY, IP, LLY, LUV, MA, MCD, MO, MRK, NOC, NOK, OSTK, SO, TWTR

2 days ago Other News:

No comments:

Post a Comment