Thursday, February 5, 2026

Thursday 05 February 2026 Morning Notes

Flipped my PYPL calendar spread for +85%, not bad but the 42/40 1x2 wkly put ratio would have been far superior. Meh.

Yesterday AMC: AFL, ALGN, ARM, COHR, ELF, GOOG, GOOGL, MCK, QCOM, SNAP, SYM
Today BMO: B, BLSH, BMY, BTU, CAH, CI, COP, EL, GOOS, HSY, KKR, MT, OWL, PTON, SHEL, SIRI, SONY, TPR

Other News:

Follow through names to watch: ABBV, ENPH, EA,

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AMD, AMGN, CMG, EA, EMR, ENPH, LITE, LUMN, MDLZ, SMCI, SU, TTWO
Day before Y'day BMO: ABBV, BSX, CME, GEHC, GSK, LLY, PSX, UBER

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:TXN is in talks to acquire SLAB, sending SLAB up +25% after hours;

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