Monday 12 October 2026 Morning Notes

Flipped a straddle in APLD on the open from .90 to 1.22 for a quick +36%. Then gave it all back and then some on a 80/77 1x2 opex put ratio in DAL. DAL was 4/8 on closing lower than open on gaps lower following ER. However, the stock rallied and my put ratio went nowhere.

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch: DAL, VZ, T, ASTS

Today's watchlist:

Follow through watch:

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

Y'day Other News:

2 days ago AMC: APLD
2 days ago BMO: PEP

2 days ago other news: Report that SBUX might be interested in CMG;