Friday, May 16, 2025

Friday 16 May 2025 Morning Notes

Flipped a straddle in DKS yesterday for some quick cash, then watched as it ran for better than +50%.

Yesterday AMC: AMAT, CAVA, NMAX, NNE, QUBT, TTWO
Today BMO:

Other News: CHTR to merge with Cox in $34.5b deal;

Follow through names to watch: UNH, CRWV, DKS


GAINERS:
NVAX: +20% at 8.07;
UNH: +4.5% at 305;

LOSERS:
RDDT: -7.5% at 105;
OKLO: -6.4% at 35.29;

Follow through watch:

Day before Y'day AMC: CRWV, CSCO, IREN, LAZR, NFE, POET, RCAT
Day before Y'day BMO: SONY

Y'day Other News:

2 days ago AMC: NU, OKLO
2 days ago BMO: SONY

2 days ago other news: SMCI: +20% at 46.70 on announcement of $20b sales deal; AMD: +7.8% at 121.20 on $6b share buyback; AEO: -20% at 10.20 on earnings; AUR: -20% at 6, saw tons of put buying yesterday into this drop;

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