Friday, September 12, 2025

Friday 12 Sep 2025 Morning Notes

No trades of note yesterday, other than a 8.5/7.5 put diagonal in OPEN. I always expect garbage co's to offer a secondary or do something dilutive on rips like OPEN has seen. 

Yesterday AMC: ADBE, RH
Today BMO:

Other News: OPEN +60% at 8.00 on mgmt news; CNC +12% at 35 on medicaid news;

Follow through names to watch: ORCL,

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AVAV, GME, ORCL, SNPS
Day before Y'day BMO: CHWY

Y'day Other News:

2 days ago AMC:
2 days ago BMO:

2 days ago other news:

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