Monday, July 28, 2025

Monday 28 July 2025 Morning Notes

Flipped a couple of straddles in CNC and ULTA on Friday for some quick cash, both of course ran for more after I flipped them, as is tradition. I won't be around much this week and my only real position that I have on is a tiny far otm put buy in BMNR, largely a vol play. Wouldn't be surprised to flip the puts for 5x or something prior to Aug expiry, strictly off a vol move. We'll see.

Yesterday AMC:
Today BMO: EPD

Other News:

Follow through names to watch: CNC, CHTR, DECK, INTC

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: DECK, DLR, INTC, NEM
Day before Y'day BMO: CHTR, CNC, PSX

Y'day Other News: CNC: +11% AT 29.60, massive reversal off the pre-mkt low of 23; CHTR: -13% at 330; SRPT: -10% at 11.57; INTC: -8% at 20.81;

2 days ago AMC: CMG, CSX, GOOG, GOOGL, NEE, T, TMO,
2 days ago BMO: AAL, BX, DOW, HON, MBLY, NOK, TECK, TSCO, UNP, VLO

2 days ago other news:

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