Thursday 29 Jan 2026 Morning Notes

Closed my GLD call diagonals yesterday for +57%, already regretting not rolling those into new positions. This gold move is insane and anyone who looks at it and doesn't break into a cold sweat has something wrong with them.

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

Other News:

Follow through names to watch: SBUX, GLD, SLV

Today's watchlist:



Follow through watch:

Day before Y'day AMC: PPG, STX, TXN
Day before Y'day BMO: ADP, ASML, DHR, GD, GEV, GLW, PGR, SBUX, T, TEVA, VFC

Y'day Other News: QRVO saw puts get tattooed and IV rip heading into #s, only for stock to tank, classic;

2 days ago AMC: AAL, BA, GM, JBLU, KMB, NEE, RTX, UNH, UNP, UPS
2 days ago BMO:

2 days ago other news: