Thursday 30 Jan 2025 Morning Notes

My only trade of note was the statistically strong, but realistically wrong, 1x2 put ratio in SBUX following yesterday's open.

Yesterday AMC: CLS, IBM, LRCX, LVS, META, MSFT, NLY, NOW, TSLA, URI, WDC, WOLF
Today BMO: BX, CAH, CAT, CI, CMCSA, DOW, IP, LUV, MA, MBLY, MO, NOK, PHM, SHEL, SIRI, TMO, TSCO, UPS, VLO

Other News:

Follow through names to watch: SBUX

GAINERS:
CLS: +19% at 120;
IBM: +9% at 249;
LRCX: +8% at 81.30;
LVS: +7% at 46.50;
WDC: +5.6% at 66.30;
TSLA: +4.5% at 407;

LOSERS:
UPS: -15% at 114;
CI: -11% at 270;
CMCSA: -9% at 34;
MBLY: -8% at 14.78;
CAT: -4% at 377;
TSCO: -4% at 55;

Follow through watch:

Day before Y'day AMC: SBUX
Day before Y'day BMO: ADP, ASML, DHR, GD, GLW, HES, NSC, PGR, TEVA, TMUS, VFC

Y'day Other News:

2 days ago AMC: NUE
2 days ago BMO: BA, GM, JBLU, KMB, LMT, RCL, RTX

2 days ago other news: RTX: +5.3% at 132; RCL: +4% at 246.50; BA: +4% at 182.25; NEP: -23% at 12.18 on earnings; JBLU: -11.5% at 7.16; GM: -4.6% at 52.40;