Friday 21 Nov Morning Notes

Flipped my LOW 227.5/220 1x2 put ratio for $1.35 from .95 for +40%. Flipped a CIFR 16.5/14.5 1x2 put ratio from .48 to .72 for +50%. Also flipped a $65 straddle in the stock ES from .90 to $1.10, then watched it hit $1.50 by EOD as is tradition. The real story is buying strangles in QQQ following NVDA's ER, it doesn't win all the time, but when it does, it's an absolute monster.

Yesterday AMC:
Today BMO: BULL, GAP, INTU, ROST

Other News:

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Today's watchlist:


Follow through watch:

Day before Y'day AMC: NVDA, PANW
Day before Y'day BMO: BBWI, WMT, ZIM

Y'day Other News:

2 days ago AMC:
2 days ago BMO: BLSH, LOW, TGT, TJX,

2 days ago other news:

Thursday 20 Nov 2025 Morning Notes

I tacked on a LOW 227.5/220 1x2 put ratio yesterday for .95avg, had a chance to flip end of day for $1.35 but didn't take it. I was busy flipping my EXAS Jan $80/Nov $85 call diagonal for a quick +26%.

Yesterday AMC: NVDA, PANW
Today BMO: BBWI, WMT, ZIM

Other News:

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Today's watchlist:

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Day before Y'day AMC:
Day before Y'day BMO: BLSH, LOW, TGT, TJX,

Y'day Other News:

2 days ago AMC: GRRR, XP
2 days ago BMO: BIDU, FUTU, HD, MDT, PDD, WB

2 days ago other news:

Wednesday 19 Nov 2025 Morning Notes

No real trades of note, today will be interesting for my BYND position as I expect the shareholder vote to go through approving the massive increase in available shares, resulting in massive dilution.

Yesterday AMC:
Today BMO: BLSH, LOW, TGT, TJX,

Other News:

Follow through names to watch: OLMA, HD, ENR,

Today's watchlist:

Follow through watch:

Day before Y'day AMC: GRRR, XP
Day before Y'day BMO: BIDU, FUTU, HD, MDT, PDD, WB

Y'day Other News:

2 days ago AMC: QUBT
2 days ago BMO: XPEV

2 days ago other news:

Tuesday 18 Nov 2025 Morning Notes

Picked up a CWAN call diagonal, buying the Jan $20 calls and selling the Nov 22.5s against them. Will probably look to roll those short calls out to Dec after Nov opex. Closed out a bunch of my short ALKT short calls for .10, pocketing .21 cents over the weekend. Meh. 

Yesterday AMC: GRRR, XP
Today BMO: BIDU, FUTU, HD, MDT, PDD, WB

Other News:

Follow through names to watch: CWAN,

Today's watchlist:


Follow through watch:

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

Y'day Other News:

2 days ago AMC: AMAT, NB, NMAX, NU, POET, RCAT, SOC, SPCE, TMC, TSSI
2 days ago BMO:

2 days ago other news:

Monday 17 Nov 2025 Morning Notes

Flipped my CSCO 78/75 1x2 put ratio on Friday for +96%, which I if I had I bought just the 78 put I might have made +50%, though I probably would have made less. These ratio spreads are fantastic which is why I'm so inclined to put them on. And I know I promised myself I wouldn't sell calls again after getting my teeth kicked in on PZZA, but I sold a bunch of a calls again on ALKT on Friday afternoon on a media mention that sent IV popping. I'll look to buy those back on the cheap soon.    

Yesterday AMC: QUBT
Today BMO: XPEV

Other News:

Follow through names to watch: AMAT, TSSI 

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AMAT, NB, NMAX, NU, POET, RCAT, SOC, SPCE, TMC, TSSI
Day before Y'day BMO: 

Y'day Other News:

2 days ago AMC: CSCO, DFDV, FLY, PAAS, SBET, SERV
2 days ago BMO: BILI, CSIQ, DIS, JD, ONDS

2 days ago other news:

iBuyVol Track of the Day: rolling into the weekend with Beethoven's Emperor Concert No. 5