Thursday, September 4, 2025

Thursday 04 Sep 2025 Morning Notes

That STZ 150/143 1x2 put ratio I flipped for +23% or so ripped for better than +180% yesterday. So damn typical! I flipped a M straddle on the open for some quick cash though to somewhat alleviate the pain.

Yesterday AMC: AEO, AI, ASAN, CHPT, CRM, FIG, GTLB, HPE
Today BMO:

Other News:

Follow through names to watch:

GAINERS:


LOSERS:


Follow through watch:

Day before Y'day AMC: ZS
Day before Y'day BMO: CPB, DLTR, M

Y'day Other News:

2 days ago AMC:
2 days ago BMO: ASO, SIG

2 days ago other news:Lots of names making moves this AM following the holiday weekend. MLYS: +45% at 22.45 on drug news; UTHR: +38% at 420 on drug news; MNKD: +33% at 6.10 on drug news; CYTK: +27% at 45.00 on drug news; IONS: +15% at 49.18 on drug news; PEP: +5.2% after Elliot mgmt stake; STZ: -7.4% at 150 on guidance; ASO: -5% at 51 on earnings;

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