Friday, March 7, 2025

Friday 07 March 2025 Morning Notes

Had an issue with my router yesterday morning, which took me excessively long to troubleshoot. I literally spent more time troubleshooting the router yesterday morning than I had in the 9 yrs combined for the last router I owned. Kind of frustrating. My weekend homework assignment will be figuring out how to avoid that problem going forward. Adding to the frustration is the fact that I missed some good trading opportunities, so it goes. I did have a little lunchtime reprieve when I played some fantastic tennis.

Yesterday AMC: AVGO, BBAI, COST, GAP, HPE, IOT, SERV
Today BMO:

Other News: IOT saw heavy put trading heading into #s, I think with Trumplestiltskin in office, it's every man for himself insider trading... Expect more to follow.

Follow through names to watch: MRVL, MDB, BURL

GAINERS:
GAP: +14% at 22.20;
WBA: +7.5% at 11.40 on Sycamore deal;
AVGO: +7% at 192;

LOSERS:
LUNR: -36% at 7.20 on lunar landing issues;
HPE: -15% at 15.26;
IOT: -8% at 38.48;

Follow through watch:

Day before Y'day AMC: MDB, MRVL, RGTI
Day before Y'day BMO: BURL, JD, KR, M

Y'day Other News: AVGO on watch for MRVL sympathy, also reports after the bell;

2 days ago AMC: CRWD, EOSE, ROST
2 days ago BMO: ANF, CPB, FL

2 days ago other news:

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