Thursday 08 Jan 2026 Morning Notes

The kids had a 2hr delay yesterday morning so I wasn't around in the morning to get set up for trading, then I had tennis. So it goes. Looks like the trade of yesterday was getting long vol on the Trump defense comments, with NOC/RTX/LMT all tanking 7% or so, only to bounce back after hours.

Yesterday AMC: APLD, STZ
Today BMO:

Other News:

Follow through names to watch:

Today's watchlist:

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

Y'day Other News:

2 days ago AMC:
2 days ago BMO:

2 days ago other news: