Wednesday, November 8, 2023

Wednesday 08 Nov 2023 Morning Notes

My only notable trades yesterday were a straddle in CELH that I had flipped for peanuts; however, I had been up 15% but didn't take the quick cash, pressed for more which never came. I also started a position in Harley Bassman's new MBS fund, MTBA. It's not going to be the zinger that PFIX is/was, but I think it'll be a solid play going forward and is probably the best place to park money for a fixed income type position.

Yesterday AMC: BROS, CAVA, COTY, CPNG, DVN, EBAY, ENVX, GILD, HOOD, MOS, OXY, RIOT, RIVN, TOST, UPST
Today BMO: BIIB, BEKE, RBLX, TEVA, UAA, WBD

Other News:

Follow through names to watch: DDOG, EMR, CELH

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: COHR, CRSP, CTRA, FANG, GT, NXPI, RNG, TRIP, VRTX
Yesterday BMO: CELH, DDOG, DHI, EMR, KKR, MLCO, UBER

Y'day Other News:

2 days ago AMC:
2 days ago BMO: AXSM, DISH

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