Thursday, July 24, 2025

Thursday 24 July 2025 Morning Notes

Closed out my short puts in DNUT overnight for some good cash, close to +$5k for an overnight hold. I absolutely live for those vol "golden goose" opportunities but always suspect that I must be missing something. Those names are far too risky to sell naked calls in, whether part of a ratio or outright naked.

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

Other News:

Follow through names to watch: KSS, DNUT, LUNR, 

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC: COF, ENPH, EQT, ISRG
Day before Y'day BMO: BSX, FCX, FI, GD, HLT, NEE, T, TMO

Y'day 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;

2 days ago AMC:
2 days ago BMO: DHI, DHR, GM, HAL, KEY, KO, LMT, PHM, PM, RTX

2 days ago other news:

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