Tuesday, April 8, 2025

Tuesday 08 Apr 2025 Morning Notes

My only trades of note yesterday was selling a bunch of puts in WBA as IV was nonsensically jacked into earnings this AM. I'm guessing the majority of IV will come out of the sails following ER. I also tacked on a bunch of $11 calendars, selling this wk and buying next wk for about 4 cents.

Yesterday AMC:
Today BMO:

Other News: Market up 3% this AM following the weekend rout; Managed care names all ripping 10+% on Medicare pricing rate news;

Follow through names to watch:

GAINERS:
HUM: +18% at 301.05;
BTU: +17% at 12.06 on possible executive order;
CVS: +11% at 70.70;
ELV: +7.5% at 455;
RH: +5% at 173;
SPY: +3.2% at 520.50;
QQQ: +3.2% at 437;

LOSERS:


Follow through watch:

Day before Y'day AMC:
Day before Y'day BMO:

Y'day Other News:

2 days ago AMC:
2 days ago BMO:

2 days ago other news:

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