Friday, November 28, 2025

Friday 28 Nov 2025 Morning Notes

About two weeks ago I bought a whole stack of BYND 0.5 puts expiring today expecting the stock to have cratered ala AMC via share dilution but that obviously didn't pan out. A cheap bet for a potentially outsized return. Also my CNC 39/37 1x2 put spread that I thought would be a real zinger is appearing to be a brick. I flipped a KSS Jan $20 call/wkly $22 call diagonal from $2.14 to $2.56 as it rallied over $24/share on Wednesday. What a beast, wish I still had my risk reversal call spreads on, damn hindsight!

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch:

Today's watchlist:

Follow through watch:

Day before Y'day AMC: ADSK, AMBA, CLSK, DELL, HPQ, NTAP, URBN, WDAY, WOOF, ZS
Day before Y'day BMO: DE, EH, LI

Y'day Other News:

2 days ago AMC: SYM, ZM
2 days ago BMO: ADI, ANF, BABA, BBY, BURL, DKS, KSS, NIO, PONY

2 days ago other news: GOOGL pops on META potentially using GOOGL's in-house built AVGO chips, causing NVDA and AMD to drop

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