Tuesday, August 22, 2023

Tuesday 22 August 2023 Morning Notes

No trades of note yesterday. PFIX is ripping toward all time highs as Treasury yields move higher... just need the back end of the curve to steepen..

Yesterday AMC: ZM
Today BMO: BIDU, COTY, CSIQ, DKS, IQ, LOW, M, MDT,

Other News:

Follow through names to watch: HE,

GAINERS:
FN: +29% at 150 on earnings;

LOSERS:
DKS: -21% at 117 on earnings;

Follow through watch:

Day before Y'day AMC: PANW
Yesterday BMO:

Y'day Other News: PANW: +12% on earnings, released #s Friday AMC which is bizarre; NSSC: -40% at 23.55;

2 days ago AMC: BILL, FTCH, ROST
2 days ago BMO: DE, XPEV

2 days ago Other News: ROST: +5% at 119; FTCH: -41% at 2.71, yikes; BILL: -8.5% at 93;

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