Monday 11 May 2026 Morning Notes

It's here, May monthly opex! Unreal. I won't be around much today or tomorrow, and possibly Wednesday, so I don't plan on doing too much. My father who isn't much of a market guy was talking to me about the stock market and how he can't believe how much it's ripping. I told him that for whatever it was worth, I had just picked up Andrew Ross Sorkin's book "1929", and I have two other books on reserve for me at the library about 1929. Maybe "this time it's different". There's no shortage of potential

Yesterday AMC:
Today BMO: B, BW, CEG, CRCL, LQDA, MOS,

Other News:

Follow through names to watch: AAOI, IREN, NET, 

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AAOI, ABNB, AFRM, AKAM, BILL, COIN, CRWV, CWAN, DBX, DKNG, EXPE, GILD, INOD, IREN, LASR, LYFT, MCHP, MCK, MELI, MP, NB, NET, OPEN, QXO, RCAT, RILY, RKLB, RKT, RNG, SERV, SG, SMR, SOUN, TOST, TSSI, TTD, TXRH, WPM, WYNN, XYZ
Day before Y'day BMO: ABR, FIS, PAA, SONY, WEN, WULF

Y'day Other News:

2 days ago AMC: ALB, APA, APP, ARM, AUR, BROS, BTG, CDE, CF, COHR, CORZ, DASH, FSLY, FTNT, HLF, IONZ, KTOS, NTR, PCT, RDW, RUN, SNAP, SOC, SRPT, SYM, UUUU, WBD
2 days ago BMO: ACMR, CELH, DDOG, DNUT, HTZ, HWM, IOVA, JMIA, KVUE, LNG, MCD, PTON, SATS, SHAK, SHEL, TPR, TRIP, U, VST, WRBY,

2 days ago other news: