Wednesday 12 Feb 2025 Morning Notes

Skied yesterday so no trades of note.

Yesterday AMC: AIG, CAR, CRSP, DASH, ET, GILD, LYFT, PBI, SMCI, UPST, Z
Today BMO: BIIB, CVS, GNRC, GOLD, KHC, NNE, VRT

Other News:

Follow through names to watch: HUM,

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: SMCI, VRTX
Day before Y'day BMO: BP, DD, FIS, HUM, KO, MAR, SHOP, SPGI,

Y'day Other News: FLNC: -33% at 8.60, saw massive otm put buys into this drop;

2 days ago AMC: 
2 days ago BMO: MCD, ON

2 days ago other news: PLRX: -60% at 3.10, saw 4k of the Feb 15 puts trade on Jan 14th for 43.75. That position will be up $3.3m profit from an initial cost of $1.5m; SMTC: -26% at 40.16, saw a bunch of put buys on Friday, notably 2200 of the Feb 45p 20mins before the bell rang for .60, a $132k position that should be worth around $1.3m on the open, a solid 9x profit.