Tuesday, September 23, 2025

Tuesday 23 Sep 2025 Morning Notes

Welcome to Fall, we are now on to October opex. No real trades of note, been a frustrating bout the past couple sessions. I really need to focus on trading ratio spreads only at/near opex. I think those make the most sense, vs. pure straddles. I say that every week, but always go back to straddles. This time I'm making a concerted effort to focus on the ratio spreads.

Yesterday AMC:
Today BMO:

Other News: KVUE +6% following Trump's tylenol comments; SAVA +13% on insider buy;

Follow through names to watch: MBX, OKLO,

Today's watchlist:



Follow through watch:

Day before Y'day AMC:
Day before Y'day BMO:

Y'day Other News:

2 days ago AMC:
2 days ago BMO: FDX, LEN

2 days ago other news:

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