Friday 30 Jan 2026 Morning Notes

I flipped a 100/95 wkly put ratio in SBUX for $1.80 from my .88 buy a day prior. Then I threw on a 95/100 call ratio looking for a bounce back that never materialized. That will nibble a portion of my put spread profits, so it goes. Today is one of those days were there are more narratives to trade than are humanely possible. I'm very interested to see where index option vol opens, could be worth the flyer on an otm strangle as the market digests the Fed pick.

Yesterday AMC: AAPL, DECK, SNDK, V, WDC
Today BMO: CHTR, CL, CVX, REGN, SOFI, VZ, XOM

Other News:

Follow through names to watch: CLS, IBM, LUV, META, MSFT, TSLA, URI, RCL

Today's watchlist:



Follow through watch:

Day before Y'day AMC: CLS, IBM, LEVI, LRCX, LUV, LVS, META, MSFT, NOW, TSLA, URI
Day before Y'day BMO: BX, CAT, CMCSA, DOW, HON, IP, LHX, LMT, MA, MO, NOK, NSC, PHM, RCL, SAP, TMO, TSCO, VLO

Y'day Other News:

2 days ago AMC: PPG, STX, TXN
2 days ago BMO: ADP, ASML, DHR, GD, GEV, GLW, PGR, SBUX, T, TEVA, VFC

2 days ago other news:QRVO saw puts get tattooed and IV rip heading into #s, only for stock to tank, classic;