Friday 08 May 2020 Morning Notes

Somewhat of a slow earnings day today compared to yesterday, but Friday opex always adds a bit more excitement than usual. Lots of potential heading into the open, that's for sure. 

Earnings: Yesterday AMC: AAOI, BKNG, BUD, CTSH, DBX, ED, EOG, FLEX, FSLR, MCHP, NKTR, PBYI, ROKU, STMP, SYNA,TTD, TRIP, UBER; CWH, IPHI, QRVO;

Today BMO: CRON, SEAS;

Other News:

Follow Through Names to Watch: TWLO, LYFT, PTON, RCII, PYPL, SQ, CVNA, RNG, YETI, GRUB,

GAINERS:
CWH: +22% at 13.16;
IPHI: +15% at 113.50;
QRVO: +7.5% at 109; 
UBER: +5% at 32.63;

LOSERS:
ROKU: -8% at 126.45;
CTSH: -6.4% at 55; 
FLR: -2.7% at 9.74; after getting served a subpoena #NotBullish

FLAT:
FISV: at 106.50; withdraws guidance and CEO stepping down;

Follow through watch:

Day before Y'day AMC: APA, CF, CTL, CVNA, DDD, ETSY, EXAS, FOXA, GRUB, IMMU, LYFT, MET, NTR, PTON, PXD, PYPL, RCII, RNG, SQ, SRPT, TMUS, TWLO, WPM, WYNN,
Yesterday BMO: ABC, BDX, BHC, BMY, DISH, EDIT, FOLD, HES, HFC, MRNA, NRG, TEVA, VIAC, YETI
 
Y'day Other News: TWLO: +24% at 152.70; PTON: +18.5% at 45.12; LYFT: +16% at 30.30; VIAC: +15% at 17.15; MRNA: +15% at 56.70; PYPL: +10% at 141.02; YETI: +6.4% at 29;

2 days ago AMC: ANET, ATVI, BYND, CC, CLVS, DIS, DVA, DVN, EA, KLAC, MAT, MELI, OXY, PAA, PINS, SPCE, SU,
2 days ago BMO: ALXN, CVS, GM, GPC, IONS, KKR, PZZA, SHOP, ZTS; 
 
2 Day Old News:
MELI: +16% AT 720; BYND: +9% AT 109; ATVI: +5.7% AT 72.40; PINS: -16% AT 17.50; not a good sign that they couldn't convert on this pandemic; EA: -3.7% at 115.25; ZTS: -2.7% at 127.70; 
 
TT Track of the Day: Need a good song to head off into the weekend to, obviously going with AC/DC - Rock n' roll ain't noise pollution