Thursday, July 30, 2026

Thursday 30 July 2026 Morning Notes

I really need to just blindly buy otm strangles on Fed days. Nothing short of stunning the returns on the strangles in the last hour of trade following yesterday's Fed meeting. Quick flipped a straddle in CAR for +27% then flipped a straddle in VFC for peanuts, then watched it run for +45%. I didn't want VFC to eat my healthy CAR profits as CAR was a larger trade than usual for me.

I'll be missing this morning's open on summer schedule mode, but will check in later today.

Yesterday AMC: AEM, ALGN, AR, ARM, AUR, BHC, CMG, CVNA, FTAI, FTNT, HOOD, KGC, LHX, LRCX, META, MGM, MSFT, PI, QCOM, SBUX, TDOC, VKTX

Today BMO: AG, BAX, BMY, BUD, CI, CRH, EPD, GOOS, HSY, ICE, IP, KKR, MA, MO, MT, NCLH, OWL, RACE, REGN, SHEL, SIRI, SO, STLA, VLO

Other News:

Follow through names to watch:

Today's watchlist:

Follow through watch:

Day before Y'day AMC: BE, CAR, CZR, ENPH, F, MDLZ, PPG, STX, TER, TLRY, V,
Day before Y'day BMO: ADP, BIIB, BSX, BTU, GD, GEHC, GNRC, HUM, LMND, PG, PSQH, SOFI, TEVA, VFC, VRT

Y'day Other News: BAND smoked -26% on earnings and saw massive put buys yesterday into #s.

2 days ago AMC: APLD, CDNS, CLS, NVTS
2 days ago BMO: BA, CARR, CNC, GLW, GSK, HLT, JBLU, KO, PYPL, RCL, SPGI, UL, UPS

2 days ago other news:

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