Tuesday, August 26, 2025

Tuesday 26 Aug 2025 Morning Notes

No trades of note yesterday other than closing out a short INTC 23/28 strangle I had put on in INTC on Friday.

Yesterday AMC:
Today BMO: BEKE, DQ, EH

Other News:

Follow through names to watch: INTC, CSX, W, RH

GAINERS:
SATS: +80% at 54.11 on spectrum deal with ATT;
PACK: +29% at 6.24 on WMT news;
SMMT: +16% at 30.50 on drug news;
AEHR: +85 at 26.56 on order;
TLN: +5.5% at 375 on index addition;

LOSERS:

Follow through watch:

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

Y'day Other News: RH and W dropping about 8% on the open due to tariff threats;

2 days ago AMC: INTU, ROST, WDAY, ZM
2 days ago BMO:

2 days ago other news:

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