Wednesday 29 Apr 2020 Morning Notes

I've sold more short options this year than I have in the past 5. Some of the implieds that have been bid up are just absurd. Solid roster of earnings names on deck this morning, I just hope that I have more than 9 minutes to prep for it, unlike yesterday morning #damnkids

Earnings: Yesterday AMC: AKAM, AMD, F, FEYE, GOOG, GOOGL, IRBT, JNPR, MDLZ, OKE, SBUX, WW
Today BMO: ADP, AMT, ANTM, BA, BSX, CME, CSTM, EPD, GD, GE, HAS, HUM, MA, NOC, NSC, SHW, SPOT, VLO, YUM

Other News:

Follow Through Names to Watch: HOG, FFIV, 

GAINERS:
WW: +12.8% at 26.20;
SPOT: +10% at 154.35;
GOOGL: +8.4% at 1336;
GILD: +7.6% at 84.65, on Covid drug update;

LOSERS:
IRBT: -6% at 57.44;

FLAT:

Follow through watch:

Day before Y'day AMC: FFIV, NOV, NXPI, PPG; KDP, PI, SANM, UHS
Yesterday BMO: BP, CAT, CMI, CNC, DHI, ECL, GLW, HOG, LUV, MMM, MRK, NUE, PEP, PFE, SIRI, SPGI, TROW, UPS, YNDX,

Y'day Other News: FFIV: +15% at 147; NXPI: +7% at 101; PI: +6% at 21.80; 

2 days ago AMC: 
2 days ago BMO:   

2 Day Old News:  oil names getting knocked again this morning; TREX called out as a short by Cohodes; INO called out as a short by Citron; (neither really moved off the calls, nor did IV)

TT Track of the Day: From tech house yesterday, to some classical today: Ponchielli - Dance of the Hours from 'La Giocond