Thursday 15 May 2025 Morning Notes

My only trade yesterday was a quick flip in UNH that ran for close to +100%.. meanwhile my NRG straddle from yesterday hit something like +240%, yikes!

Yesterday AMC: CRWV, CSCO, IREN, LAZR, NFE, POET, RCAT
Today BMO: BABA, BEKE, BTDR, CSIQ, DE, NTES

Other News:

Follow through names to watch: OKLO,

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: NU, OKLO
Day before Y'day BMO: SONY

Y'day 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;

2 days ago AMC: ACHR, ASTS, HTZ, PBR, RTI, SMR
2 days ago BMO: ALT, JD, LUNR, ONON, SE

2 days ago other news: LUNR: +14% at 10.80; COIN: +11.5% at 231 on S&P 500 inclusion; FSLR: +9.5% at 171; UNH: -10% at 340 on CEO stepping down, stock at 3yr lows;