Tuesday 03 February 2026 Morning Notes

Yesterday I threw on a small 1x3x2 put ratio in DIS, buying the wkly 105 put and selling 3x of the 100 puts and buying 2x of the 92 puts for around 90 cents, looking for a continued drift lower following earnings. I also entered QURE, a stock that I can't help myself on. I bot the Apr 30 calls, sold 2x of the Apr 70 calls, and bot 1x of the 90 calls for around $5.00 debit. I like that set up. I also sold some of the Apr 20/12 put spreads to offset the debit, but that also runs the risk of being wrong twice.

It's also worth noting that beginning this week the following tickers have 3 daily options expirys/week now: AAPL, AMZN, AVGO, GOOGL, META, MSFT, NVDA, TSLA,

Yesterday AMC: NXPI, PLTR, TER
Today BMO: EPD, ETN, MRK, PFE, PYPL, REPL

Other News:

Follow through names to watch: DIS, SLV, GLD, ORCL,

Today's watchlist:


Follow through watch:

Day before Y'day AMC:
Day before Y'day BMO: DIS

Y'day Other News:

2 days ago AMC: AAPL, DECK, SNDK, V, WDC
2 days ago BMO: CHTR, CL, CVX, REGN, SOFI, VZ, XOM

2 days ago other news: