Tuesday, February 2, 2021

Tues 02 Feb 2021 Morning Notes

Earnings are starting to ramp up for the week.. This is like a divided attention test between trading earnings and the short/silver/wsb vol moves. Tacked on some short GME Mar $4 puts, Jan $1.5 puts; and short the AG Mar $10 puts. Sold the elevated IV in those strikes, will look to cover when IV tamps down.. if ever.

Yesterday AMC: CRUS, NXPI, VRTX
Today BMO: BABA, BP, COP, EMR, ETN, HCA, HOG, LITE, MCK, MPC, PFE, RACE, SYY, UPS

Other News:

Follow through names to watch: DXC, Silver names SLV, AG, WPM, etc; plus short movers GME, AMC, BB, NOK, etc

GAINERS:

LOSERS:

FLAT:

Follow through watch:

Day before Y'day
Yesterday BMO:


Y'day Other News:

2 days ago AMC: AMC: JNPR, MDLZ, OLN, SWKS, TEAM, V, WDC, X
2 days ago BMO: CAT, CHTR, CL, CVX, HON, JCI, LLY, LYB, PSX, SYF, WY

Y'day Other News: NVAX: +22% at 170 on drug news; SWKS: +17% at 183;

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