Thursday, February 19, 2026

Thursday 19 February 2026 Morning Notes

My only trade of note yesterday was a 147/141/135 put fly in PANW that I bailed on for a small loss.

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

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

Follow through names to watch: SEDG, PANW, 

Today's watchlist:


Follow through watch:

Day before Y'day AMC: CDNS, CZR, DVN, EQT, HL, KVUE, NNE, PANW,
Day before Y'day BMO: ADI, SEDG

Y'day Other News:

2 days ago AMC:
2 days ago BMO: CEG, ET, MDT

2 days ago other news:

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