Thursday, February 12, 2026

Thursday 12 February 2026 Morning Notes

I've noticed that options flow in earnings names seems unusually prescient of late.. I ended up following the heavy action in AEP February 125 calls and bot those and sold the 135 calls against them.

Yesterday AMC: ALB, APP, AR, AUR, CSCO, FSLY, GRAB, MCD, QS, VKTX
Today BMO: BAX, BTDR, BUD, CROX, HWM, IRM, MLCO, PCG, TRIP

Other News:

Follow through names to watch: GNRC, VRT, NET, ALAB

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AIG, ALAB, F, GILD, HOOD, LYFT, NET, UPST
Day before Y'day BMO: GNRC, HLT, HUM, KHC, TMUS, U, VRT

Y'day Other News:

2 days ago AMC: GTM, ON
2 days ago BMO: BP, CVS, DDOG, HOG, JMIA, KO, MAR, OSCR, SPGI, SPOT, WMB

2 days ago other news:

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