Tuesday 01 September 2026 Morning Notes

Flipped what I thought would be a loser of trade in NVDA for +100%, a 222.5/215/207.5 put fly, and flipped a DLTR 130/125/120 1x3x2 put fly for +160%. I'll take 'em!

I plan on writing up a piece on the move in NVDA last week, it was truly remarkable and I don't think the masses appreciate the move relative to the implied move, and its implications for the individual trader.

Yesterday AMC:
Today BMO: MDT, NIO

Other News:

Follow through names to watch: EIX, PCG, GME, PINS

Today's watchlist:

Follow through watch:

Day before Y'day AMC:
Day before Y'day BMO:

Y'day Other News:

2 days ago AMC: ADSK, AFRM, GAP, IREN, MRVL, RBRK, S, ULTA, WDAY
2 days ago BMO:

2 days ago other news: