Monday, July 22, 2024

Monday 22 July 2024 Morning Notes

I missed Friday's day of trade as I was away for the weekend, looked like I missed some action with CRWD, and SPWR's implosion. So it goes. The election sensitive names are moving, with private prisons lower and solar higher on Biden stepping down, slightly increasing the odds of a D win. My bet on PredictIt with Harris not being elected in November is not looking so hot right now.

Yesterday AMC:
Today BMO: TFC, VZ

Other News:

Follow through names to watch: CRWD

GAINERS:
RUN: +4.4% at 17.71 on Biden stepping down;
ENPH: +4% at 109.50 on Biden stepping down;

LOSERS:
CELH: -5% at 47, been on straight path lower for weeks;
CRWD: -4.9% at 290 following last week's tech update disaster;
VZ: -3.7% at 40.10;
GEO: -3.3% at 15.80 on Biden stepping down;

Follow through watch:

Day before Y'day AMC: ISRG, NFLX, PPG,
Yesterday BMO: AXP, CMA, HAL, SLB

Y'day Other News:

2 days ago AMC: AA, DFS, KMI, OZK, SNV, UAL,
2 days ago BMO: ABT, BX, DHI, DPZ, KEY, TSM,

2 days ago Other News: ELF: +4% AT 178; BYND: -14% AT 6.20; DPZ: -11% AT 419; FL: -4% AT 25.44;

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