Thursday, July 23, 2026

Thursday 23 July 2026 Morning Note

No trades of note yesterday other than an unbalanced 23.5/22.5/21 1x1.5x1.5 put butterfly in T. The position is relatively small, I need to start increasing the size on these things. I've got tennis this morning so I won't be around until later, summer schedule!

Yesterday AMC: CSX, GOOG, GOOGL, IBM, KMI, LUV, LVS, NOW, TSLA, TXN, URI
Today BMO: AAL, ACI, BX, CLF, CMCSA, DOW, FCX, HOG, HON, LMT, MBLY, NDAQ, NOK, PCG, RTX, STM, TECK, TMO, TMUS, TSCO, UNP

Other News:

Follow through names to watch: T, EQT, PM, GEV

Today's watchlist:

Follow through watch:

Day before Y'day AMC: COF, EQT, IBKR,
Day before Y'day BMO: CME, GEV, PHM, PM, T

Y'day Other News:

2 days ago AMC:
2 days ago BMO: DHI, DHR, GM, HAL, MMM, SCHW,

2 days ago other news:

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