Friday, July 25, 2025

Friday 25 July 2025 Morning Notes

Closed out my NSC call diagonals for some good cash, took the money while I could.

Yesterday AMC: DECK, DLR, INTC, NEM
Today BMO: CHTR, CNC, PSX

Other News:

Follow through names to watch: DOW, CMG,

GAINERS:
CNC: +11% AT 29.60, massive reversal off the pre-mkt low of 23;

LOSERS:
CHTR: -13% at 330;
SRPT: -10% at 11.57;
INTC: -8% at 20.81;

Follow through watch:

Day before Y'day AMC: CMG, CSX, GOOG, GOOGL, NEE, T, TMO,
Day before Y'day BMO: AAL, BX, DOW, HON, MBLY, NOK, TECK, TSCO, UNP, VLO

Y'day Other News:

2 days ago AMC: COF, ENPH, EQT, ISRG
2 days ago BMO: BSX, FCX, FI, GD, HLT, NEE, T, TMO

2 days ago other news: TM: +12.4% at 191 on tariff deal; TMO: +11% at 475; HMC: +10% at 33.56 on tariff deal; FI: -17.5% at 137; ENPH: -5.6% at 40.11; T: -4% at 26.35;

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