Friday 20 February 2026 Morning Notes

I flipped a straddle in CAR on the open yesterday for a quick +40%, largely off the position's IV getting juiced.

Yesterday AMC: CC, DBX, NEM, OPEN, RIG, RNG, TXRH
Today BMO:

Other News:

Follow through names to watch: CAR, CVNA, APPN, DE

Today's watchlist:


Follow through watch:

Day before Y'day AMC: BHC, BKNG, BTG, CAR, CDE, CF, CRH, CVNA, CWAN, DASH, EBAY, FIG, HLF, KGC, NTR, OXY, PAAS, SEDG
Day before Y'day BMO: AG, DE, ETSY, LMND, MPT, SO, TECK, W, WMT

Y'day Other News: EPAM Feb 150 and 140 put buys yesterday around noon seem especially prescient given the -20% move this AM;

2 days ago AMC: CDNS, CZR, DVN, EQT, HL, KVUE, NNE, PANW,
2 days ago BMO: ADI, SEDG

2 days ago other news: