Tuesday, November 5, 2024

Tuesday 05 Nov 2024 Morning Notes

All of my attention is focused on the election. I'm all-in on fading the move in DJT, not because I think Trump won't win, but because I believe that whether he wins or loses, it's going to be a massive "sell the news" event sending this back down to the $15 area that it had been trading at. I literally have a lot riding on this one. I'll either clean house, or get smoked. I refuse to touch short calls of any sort, so it's all various put spreads.. and by various put spreads, I have probably 10+ different put spread positions on

Yesterday AMC: AIG, CLF, FANG, HIMS, ILMN, NXPI, PLTR, TEM, VRTX, WYNN
Today BMO: APO, DD, EMR, MLCO, MPC

Other News:

Follow through names to watch: CC, VKTX


GAINERS:
PLTR: +16% AT 48.15
DJT: +10% AT 37.70;
EMR: +5.4% AT 115.70;

LOSERS:
ADM: -9% AT 50.44;
NXPI: -6% AT 222;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: CC, CEG, FOXA, GIS, MAR, TGTX

Y'day Other News: VKTX traded as high as 92 in the pre-mkt after closing the day prior at 73, but then settled back down around the 73 area in the pre-mkt on drug news;

2 days ago AMC: AAPL, AMZN, ARDX, CAR, CTRA, INTC, TEAM, X
2 days ago BMO: ABR, CAH, CBOE, CHTR, CVX, W, XOM

2 days ago Other News:

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