Thursday 08 May 2025 Morning Notes

I'm only around for a bit this morning, and won't be around tomorrow morning so I plan on keeping things light.


Yesterday AMC: APA, APP, CF, COHR, FTNT, GRPN, IONQ, NTR, OXY, PAAS
Today BMO: ARM, ASPN, BUD, COP, CROX, HUT, KVUE, MLCO, MTCH, NVAX, PENN, PTON, QBTS, SHOP, TPR

Other News:

Follow through names to watch:

GAINERS:
DAVE: +27% at 138 on earnings; 

NVAX; +20% at 7.17;
APP: +16% at 352;
GRPN: +10% at 18.72;
TPR: +8% at 81;
IONQ: +8% at 31.50;
KVUE: +7% at 24.70;

CART: -6.5% at 42.75 on CEO resigning;   
CROX: +6% at 107;

LOSERS:
FTNT: -9% at 97;
SHOP: -5% at 90;

Follow through watch:

Day before Y'day AMC: CLOV, CPNG, CRSP, DVN, EOSE, ET, KGC, MOS, RDFN, RIVN, SMCI, SRPT, SU, TEM, UPST
Day before Y'day BMO: DIS, EMR, GEO, GOLD, IEP, NVO, TEVA, TRIP, U, UBER, VST

Y'day Other News: DIS: +9.5% at 101; EMR: +6.4% at 114; UPST: -17% at 42.65; SRPT: -15% at 39.56; MRVL: -9.5% at 55.40 after postponing investor day to 2026; SMCI: -6% at 31; VST: -3.5% at 140;

2 days ago AMC: CRH, CTRA, F, FANG, HIMS, PLTR, VRTX
2 days ago BMO: ADM, BTU, CEG, CELH, CIFR, DASH, DDOG, FIS, LMND, MAR, MPC, SEDG, UWMC

2 days ago other news: FARO: +35% at 42.33 after M&A with AME;