Wednesday, October 2, 2024

Wednesday 02 Oct 2024 Morning Notes

Only trade of note was a small sized 1x2 put ratio in DJT heading into the debate, buying the wkly 15.5 puts and selling 2x of the 13 puts for a .34 debit. Morning is shaping up to be somewhat busy with China names continuing to make large upside moves.

Yesterday AMC: NKE
Today BMO:

Other News:

Follow through names to watch:

GAINERS:
JOBY: +21% at 5.81 on Toyota Motors investment;
BILI: +10% at 29.45 on China news;
FUTU: +8.5% at 116 on China news;
JD: +8.5% at 46.56 on China news;

LOSERS:
HUM: -21% at 221 on Medicare news;
NKE: -7% at 82.55 on earnings, now shooting 12 for 20 on gapping lower following #s;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News: CVS pops then drops on "strategic alternatives" headline; DJT pops 7% on some nonsense; PINS pops 4% on u/g; China names coming in a bit following the tear they've been on for the past week;

2 days ago AMC:
2 days ago BMO: CCL

2 days ago Other News:

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