Friday 04 September 2026 Morning Notes

Clipped a quick 14% on a short HPE strangle, then picked up a 49-47-46.5 1x1x1 put ratio, was up +50% in that trade but decided to press it, only for HPE to rip essentially straight higher, a near +11% by end of day from where I had put the trade on. Ridiculous.

Yesterday AMC: AMBA, DOCU, IOT, LULU, PATH, PL, ZS
Today BMO:

Other News:

Follow through names to watch: DELL, CRDO, PANW

Today's watchlist:

Follow through watch:

Day before Y'day AMC: AI, AVGO, HPE, SNOW
Day before Y'day BMO: CIEN, CPB

Y'day Other News:

2 days ago AMC: CRDO, DELL, GTLB, MDB, PANW
2 days ago BMO: FCEL

2 days ago other news: