Thursday 08 October 2026 Morning Notes

No trades of note yesterday due to doc's appointment. Back in the saddle today for a bit. I feel like it's time to start scouting plays for when the air comes out of the AI sails. Probably will make sense to roll 60d/40d put spreads to ride the move lower once the cracks emerge.

Yesterday AMC: APLD
Today BMO: PEP

Other News: Report that SBUX might be interested in CMG;

Follow through names to watch: STZ

Today's watchlist:

Follow through watch:

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

Y'day Other News:

2 days ago AMC:
2 days ago BMO:

2 days ago other news: