Tuesday 22 April 2025 Morning Notes

Flipped my NMAX ratio spread for +30%, no other trades of note yesterday.

Yesterday AMC: DHR, GE, HAL, KMB, LMT, MMM, PHM, RTX, VZ
Today BMO:

Other News:

Follow through names to watch: NFLX, NMAX, KSS

GAINERS:
FSLR: +7% at 131 on solar tariffs;
DHR: +4.75% at 194;
MMM: +4.7% at 132;
GE: +4.6% at 186.50;

LOSERS:
RTX: -7.3% at 117;
KMB: -5.2% at 133;
VZ: -5.2% at 40.65;

Follow through watch:

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

Y'day Other News:

2 days ago AMC: AA, CSX, KMI, SNV
2 days ago BMO: ALLY, AXP, BX, DHI, KEY, SCHW, TFC, TSM, UNH

2 days ago other news: HTZ: +50% at 7.50 on Ackman position;