Monday, July 21, 2025

Monday 21 July 2025 Morning Notes

Cleaned up with a couple of post-earnings trades in ELV and ABT, and flipped a straddle in TLN as well. I tacked on a few NSC 275/280 and 275/282.5 call diagonals using the week of earnings to bookend vol in the long 275 calls. I like that setup and I was surprised I was the only one trading it.

Yesterday AMC:
Today BMO: CLF, VZ

Other News:

Follow through names to watch: ELV,

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: NFLX
Day before Y'day BMO: ALLY, AXP, MMM, SCHW, SLB, TFC

Y'day Other News:

2 days ago AMC: AA, KMI, SNV, UAL
2 days ago BMO: ABT, CTAS, GE, PEP, TSM, USB, NFLX

2 days ago other news:U: +8% at 32.10 on upgrade/analyst comments; UNFI: +8% at 25.25 on guidance; PGR: +3.6% at 251; JNJ: +2.5% at 159; ASML: -8.2% at 755.58;

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