Friday 14 August 2026 Morning Notes

Traded a double butterfly in TPR, getting into the meat of the implied move on the cheap. Also tried to fade the HUBS sympathy move on WDAY PE offer, but it continued higher. Classic.

Yesterday AMC: AMAT, AMPG, GEMI, NMAX, NU, QXO, TMC
Today BMO: REPL

Other News:

Follow through names to watch: SNDK, WDAY, HUBS, NBIS, CBRS

Today's watchlist:


Follow through watch:

Day before Y'day AMC: CBRS, COHR, CSCO, ENVX, NNE, STUB, DNN, PAAS,
Day before Y'day BMO: BLSH, FIGR, FRMI, JD, LUNR, ONDS, TPR,

Y'day Other News:

2 days ago AMC: CAVA, CRWV, FLY, LITE, NN, POET, SLS, SMCI, UAMY
2 days ago BMO: JMIA, NBIS, TE

2 days ago other news: