Tuesday 29 September 2026 Morning Notes

No trades of note, other than taking a statistically strong 55/47.5/42.5 put butterfly in KMX into earnings, which is apparently going to be a brick. Feels great to be back! Another classic. Although, it is shooting .550 on reversing to close lower following gaps higher, so there's still a chance... 

Yesterday AMC:
Today BMO: CCL

Other News:

Follow through names to watch: MDB, TLT, GLD, KOD

Today's watchlist:

Follow through watch:

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

Y'day Other News: MDB getting smoked -24% at 312 on CEO stepping down for a position at META; KOD +92% at 62 on drug news; GLD dropping on speculation of continued rate hikes;

2 days ago AMC: COST
2 days ago BMO:

2 days ago other news: