Wednesday, April 23, 2025

Wednesday 23 Apr 2025 Morning Notes

Put on a small put ratio spread in MMM, buying the wkly 135 puts, selling 1x of the 130 puts, and 1x of the 127 puts for a $1.04 debit when the stock was trading around 135.60 in the morning. That trade appears to be up in smoke as Trump does another policy about-face, this time backpedaling on firing Powell, while also walking back his tariffs. 

Yesterday AMC: COF, ENPH, EQT, ISRG, TSLA
Today BMO: BA, BSX, GD, GEV, NEE, NSC, PM, T, TMO, VRT

Other News:

Follow through names to watch: RTX, MMM, VZ, GE

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC:
Day before Y'day BMO: DHR, GE, HAL, KMB, LMT, MMM, PHM, RTX, VZ

Y'day Other News: FSLR: +7% at 131 on solar tariffs; DHR: +4.75% at 194; MMM: +4.7% at 132; GE: +4.6% at 186.50; RTX: -7.3% at 117; KMB: -5.2% at 133; VZ: -5.2% at 40.65;

2 days ago AMC: NFLX
2 days ago BMO:

2 days ago other news:

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