Friday, November 1, 2024

Friday 01 Nov 2024 Morning Notes

AHHH! It's November already! Time absolutely flies, man. No trades of note yesterday; I did however flip a CROX $111 post earnings straddle for +22% overnight. The stock got crushed -22% on earnings and the straddle on Wednesday afternoon was marked for +/- 2.5% by Friday opex, seemed far too cheap given the earnings move. I also took advantage while I could of DJT traded north of $40 to load up on various far otm put spreads for cheap, looking to game a "sell the news" move lower. Looking for DJT to land somewhere around $15 by next week, which I don't think is unreasonable.

Yesterday AMC: AAPL, AMZN, ARDX, CAR, CTRA, INTC, TEAM, X
Today BMO: ABR, CAH, CBOE, CHTR, CVX, W, XOM

Other News:

Follow through names to watch: ROKU, TWLO,

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC: AFL, AMGN, AR, BHC, BKNG, CF, CLX, COIN, CVNA, DASH, EBAY, ETSY, GDDY, HLF, HOOD, LMND, MET, META, MGM, MSFT, MSTR, RIG, RIOT, ROKU, SBUX, TDOC, TWLO
Yesterday BMO: BMY, BTU, BUD, CI, CMCSA, COP, EL, GNRC, IP, K, LI, LNG, MA, MBLY, MO, MRK, NCLH, NKLA, PTON, RBLX, REGN, SHEL, SIRI, SO, UBER,

Y'day Other News:

2 days ago AMC: AMD, CMG, CZR, EA, ENVX, EQT, FSLR, GOOG, GOOGL, MDLZ, RDDT, SNAP, V
2 days ago BMO: ABBV, ADP, BIIB, CAT, GEHC, GSK, HES, HUM, KHC, LLY, SHAK, SMMT, UBS

2 days ago Other News:

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