No trades of note yesterday. I'm sitting on a large Jan 2026 $25 strike put position in HOG. This tariff nonsense is the final nail in Harley's coffin, unfortunately. I'm also in a bunch of the weekly 22.5/20 put spreads of NMAX. The trade was up bigly but has since reversed. The volatility on this is off the charts, so I wouldn't be surprised to see it driven in the money by opex Thursday. I picked it up as a hedge for my May 35/20 1x2 put ratio spread, fearing that it would nosedive to 12 by Thursday.
Yesterday AMC:
Today BMO: ACI, BAC, C, JNJ, PNC
Other News:
Follow through names to watch: DAL
GAINERS:
LOSERS:
Follow through watch:
Day before Y'day AMC: PLCE
Day before Y'day BMO: GS
Y'day Other News:
2 days ago AMC:
2 days ago BMO: BK, BLK, JPM, MS, WFC
2 days ago other news:
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