Wednesday 07 May 2025 Morning notes

Flipped a straddle in CEG yesterday for +17%, then watched it ran for better than +50%.

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

Other News:

Follow through names to watch: CEG, HIMS, SRPT, CELH,

GAINERS:
DIS: +9.5% at 101;
EMR: +6.4% at 114;

LOSERS:
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;

Follow through watch:

Day before Y'day AMC: CRH, CTRA, F, FANG, HIMS, PLTR, VRTX
Day before Y'day BMO: ADM, BTU, CEG, CELH, CIFR, DASH, DDOG, FIS, LMND, MAR, MPC, SEDG, UWMC

Y'day Other News: FARO: +35% at 42.33 after M&A with AME;

2 days ago AMC:
2 days ago BMO: ON, RXRX, TGTX

2 days ago other news: SKX: +25% at 61.88 on $63/share 3G Capital cash deal; CROX: +3.5% at 101.04 on sympathy with SKX;NFLX: -3.5% on movie tariff headline;