Wednesday 28 January 2026 Morning Notes

Only trade of note was a pre-earnings call diagonal in NET. I bot the earnings expiry 215 call and sold the wkly 230 call against it for $16.00 debit. Looking for NET to hold or rally into earnings, will look to roll the short wkly 230 call into next week.

Yesterday AMC: PPG, STX, TXN
Today BMO: ADP, ASML, DHR, GD, GEV, GLW, PGR, SBUX, T, TEVA, VFC

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

Follow through names to watch:

Today's watchlist:


Follow through watch:

Day before Y'day AMC: AAL, BA, GM, JBLU, KMB, NEE, RTX, UNH, UNP, UPS
Day before Y'day BMO:

Y'day Other News:

2 days ago AMC: AA, COF, CSX, INTC, ISRG
2 days ago BMO: SLB

2 days ago other news: