πŸŒ… MORNING PREP β€” Thursday, Jul 23

🟒 BULLISH
Long bias β€” favour calls & shares in trending names. Puts are counter-trend (standalone bearish setups only).
🟒 Market Regime: BULLISH β€” SPY $747.41
β˜€οΈ ES -1.62% rng 1.88% NQ -2.46% rng 2.91% 6.5h old ES down BIG (-1.62%), range since prior close WIDE (1.88%) β€” big tape β€” moves are repricing stops/targets Β· NQ leading ES (-2.46% vs -1.62%)
πŸ“ Options view β†’ πŸ“Š Trade detail β†’

πŸ“ˆ Calls / long candidates

Long-options setups the calls scan surfaced. Higher score = stronger; low IV favours buying premium, high IV β†’ spreads.

ticker (calls)tierscoreIV rankstructure
SNOW tier34.76 (cheap)Long Call

πŸ“‰ Puts / short candidates

Independent bearish setups (deteriorating names), even in a bull regime. Cheap IV favours long puts.

ticker (puts)tierscoreIV rankstructure
NFLX tier36.269 (fair)Long Put
AI tier33.25 (cheap)Long Put
LUNR tier33.24 (cheap)Long Put

πŸ’Ό Swing / shares watchlist

From the daily prep. Tier1/2 β‰₯4.0 are actionable swing setups; tier3 are thematic watches (the calls scan can lift these intraday).

No tier1/2 actionable today β€” watchlist only.

Watch (tier3 / below gate)
SNOWtier32.7Momentum Only
AMDtier31.8Below threshold
MUtier30.8Below threshold
WDCtier30.8Below threshold
STXtier30.8Below threshold
RKLBtier30.7Below threshold
PLtier30.7Below threshold
UFOtier30.7Below threshold

πŸš€ Movers β€” high-momentum names to consider

Biggest % moves with real volume across S&P 100 + your watchlists β€” names you'd otherwise miss (e.g. $BE). They're auto-added to GEX + the scanners; cross-check each against its GEX regime before acting.

ticker% movepreintraRVOLlastS / R
ACI-23.4%-14.4%-10.5%5.6Γ—$11.19S 11.0 Β· R 14.8
✨ no clear catalyst; sector sympathy with retail weakness β€” Why Kohl's (KSS) Shares Are Plunging Today more β†’
MBLY-14.9%-7.2%-8.3%3.3Γ—$7.47S 7.1 Β· R 9.0
✨ flat revenue growth despite profit gains; concerns raised β€” Mobileye Global Inc (MBLY) Q2 2026 Earnings Call Highlights: Strong Profit… more β†’
CLF+17.9%+12.9%+4.4%2.7Γ—$11.14S 9.2 Β· R 11.5
✨ Q2 beat, upbeat outlook; CEO touts tariff benefits β€” Cleveland-Cliffs Shares Surge on Second-Quarter Beat, Upbeat Outlook more β†’
LBRT-19.5%+3.4%-22.2%2.4Γ—$20.23S 20.2 Β· R 25.6
✨ Q2 earnings and revenue beat estimates β€” Liberty Energy (LBRT) Q2 Earnings and Revenues Surpass Estimates more β†’
STM-18.9%-17.3%-1.9%2.4Γ—$53.33S 53.3 Β· R 60.0
✨ Q3 outlook misses estimates; European weakness β€” STMicroelectronics Slides as Third-Quarter Outlook Misses Estimates more β†’
IMAX+10.0%+6.2%+3.6%4.3Γ—$43.24S 37.7 Β· R 45.5
✨ Q2 earnings surpass expectations β€” IMAX shares rise after second-quarter earnings surpass expectations (NYSE:IMAX) more β†’
MEDP+14.8%+21.3%-5.2%2.6Γ—$606.36S 525.2 Β· R 650.0
✨ Q2 earnings beat estimates β€” Why Is Medpace (MEDP) Stock Soaring Today more β†’
TSLA-14.2%-8.8%-6.0%2.3Γ—$320.71S 318.5 Β· R 350.0
✨ no clear catalyst; AI volatility sector pressure β€” Elon Musk and Tesla's next big engineering challenge? Thumbs. more β†’
ROL-11.1%-14.1%+3.7%2.7Γ—$38.65S 36.6 Β· R 44.6
✨ no clear catalyst stated; earnings likely missed β€” Why Rollins (ROL) Shares Are Sliding Today more β†’
QS-13.0%-6.0%-7.4%2.2Γ—$5.11S 5.0 Β· R 6.2
✨ earnings beat on Eagle Line gains offset concern β€” QuantumScape Sinks 14%, Solid Power and SES AI Fall as Solid-State Battery… more β†’
DOV-8.4%-6.1%-2.5%2.9Γ—$196.45S 195.0 Β· R 210.0
✨ no clear catalyst; mixed guidance signals β€” Dover Corporation Q2 2026 Earnings Call Summary more β†’
DGX+7.9%+8.7%-0.6%3.1Γ—$226.43S 205.4 Β· R 230.0
✨ Q2 beat; Hims and Oura-tied gains β€” Quest Diagnostics Surges After Hims- And Oura-Tied Beat more β†’

🧭 GEX regime β€” how to play each name as of 16:16 β€” intraday-stale

πŸ”΄ trend (neg-Ξ³): momentum works β€” calls in uptrends, puts in downtrends. 🟒 pin (pos-Ξ³): mean-reversion between the walls β€” fade extremes. On the bar: ● spot, red = put wall (support), green = call wall (resistance), ⊘ = zero-gamma flip (regime pivot β€” crossing it flips the regime). "strong/borderline" = how firm the regime is (borderline = near zero Ξ³, flips easily).

symbolregimespottotal Ξ³vexput wall⊘ flipcall wallposition (● spot)
SPYπŸ”΄ trend strong739.19-15.4B+645M715.00748.35755.00
mid-range
QQQπŸ”΄ trend strong694.65-7.8B+323M690.00708.63730.00
mid-range
NVDA🟒 pin moderate209.50+845M+43M205.00204.46210.00
near call ↑
MU🟒 pin moderate997.51+377M+10M900.00918.711000.00
near call ↑
AMD🟒 pin moderate554.97+258M+3M500.00β€”600.00
mid-range
GOOGLπŸ”΄ trend moderate317.70-234M-2M310.00β€”347.50
mid-range
TSLAπŸ”΄ trend moderate319.70-226M-4M300.00β€”350.00
mid-range
AVGO🟒 pin borderline393.66+173M+8M370.00376.68430.00
mid-range
GOOGπŸ”΄ trend borderline319.14-133M+346420300.00349.03350.00
mid-range
AMZNπŸ”΄ trend borderline233.26-115M+4M230.00239.54250.00
mid-range
AAPLπŸ”΄ trend borderline320.50-88M+21M315.00322.64350.00
mid-range
MSFTπŸ”΄ trend borderline381.00-85M+12M370.00385.54400.00
mid-range
METAπŸ”΄ trend borderline605.32-59M+7M550.00623.77655.00
mid-range
GEVπŸ”΄ trend borderline978.21-57M+2M950.001045.911050.00
mid-range
SPCXπŸ”΄ trend borderline118.23-49M+2M115.00128.33130.00
mid-range
NBIS🟒 pin borderline222.11+35M+220262220.00β€”230.00
mid-range
NOW🟒 pin borderline101.15+25M+59205395.00β€”110.00
mid-range
UNP🟒 pin borderline310.68+24M-429405285.00280.75320.00
mid-range
CRMπŸ”΄ trend borderline157.74-24M+466773150.00167.40170.00
mid-range
MRVL🟒 pin borderline212.05+23M+548972200.00β€”230.00
mid-range
LMT🟒 pin borderline567.50+22M+29051530.00β€”580.00
mid-range
TMO🟒 pin borderline569.00+21M-321862520.00513.74580.00
mid-range
PLTRπŸ”΄ trend borderline123.07-16M+4M120.00125.21130.00
mid-range
RTX🟒 pin borderline209.28+15M+28863192.50188.78210.00
near call ↑
URI🟒 pin borderline1137.52+10M+2794591090.00β€”1150.00
mid-range
SMCI🟒 pin borderline30.19+10M+15544730.00β€”32.50
mid-range
NFLX🟒 pin borderline68.60+9M+4M65.0068.1574.00
mid-range
APPπŸ”΄ trend borderline397.84-9M+341666380.00424.65430.00
mid-range
BEπŸ”΄ trend borderline220.26-8M+372326200.00240.70225.00
mid-range
CRDO🟒 pin borderline238.10+7M+180844215.00β€”250.00
mid-range
HON🟒 pin borderline244.20+5M-233618230.00228.82260.00
mid-range
SNOWπŸ”΄ trend borderline265.13-5M+998266260.00267.34290.00
mid-range
EQT🟒 pin borderline54.89+3M+9270851.0053.5755.00
near call ↑
DGX🟒 pin borderline227.90+3M-130108190.00β€”230.00
mid-range
TMUSπŸ”΄ trend borderline176.16-3M+200284165.00193.01180.00
mid-range
ALLE🟒 pin borderline154.00+2M-181246130.00β€”155.00
mid-range
CAT🟒 pin borderline894.04+2M+4M830.00893.36925.00
mid-range
TEL🟒 pin borderline200.28+1M+996811190.00188.83230.00
mid-range
MEDP🟒 pin borderline605.82+1M+232584520.00β€”650.00
mid-range
STMπŸ”΄ trend borderline54.03-965226-446250.00β€”58.00
mid-range
DOVπŸ”΄ trend borderline197.80-902228-136074195.00β€”210.00
mid-range
IMAX🟒 pin borderline43.67+706041-1649640.00β€”45.00
mid-range
SEZL🟒 pin borderline158.93+703256+45309150.00β€”175.00
mid-range
ROP🟒 pin borderline359.40+530953+63219320.00β€”360.00
near call ↑
ARWRπŸ”΄ trend borderline88.00-293181+11548085.00β€”95.00
mid-range
RIOTπŸ”΄ trend borderline23.07-251997+782022.00β€”25.00
mid-range
WAB🟒 pin borderline291.00+229880+33881260.00263.71300.00
mid-range
IFF🟒 pin borderline73.73+226866+6536565.00β€”80.00
mid-range
RDDTπŸ”΄ trend borderline174.43-183046+342996172.50169.37190.00
mid-range
WEX🟒 pin borderline169.00+150781-13566165.00β€”175.00
mid-range
FTAI🟒 pin borderline219.33+101666+105977202.50217.13240.00
mid-range
RPM🟒 pin borderline107.44+81972+2181290.0097.86110.00
mid-range
BMIπŸ”΄ trend borderline126.67-58842+2834115.00β€”130.00
mid-range
PAGπŸ”΄ trend borderline214.57-45149+6639200.00225.75220.00
mid-range
NSCπŸ”΄ trend borderline354.94-44411+196121300.00β€”360.00
mid-range
AIR🟒 pin borderline127.60+23658+21562125.00121.92135.00
mid-range
GLπŸ”΄ trend borderline170.02-19314+86444155.00171.37195.00
mid-range

πŸ“Š Paper momentum strategy β€” status

764 trades39% win+0.105R$+40,114 total$+53/tradet=1.96last-10 +0.239R

Forward-OOS track record (shares). $ figures are hypothetical at $500/trade (1R) β€” the strategy is unfunded until the edge holds positive at tβ‰₯2 on post-baseline trades. Pending execution-queue entries: 4.

β†’ View best & worst 15 trades (entry / exit / why it closed)

🎯 Real fills β€” IBKR paper bracket loop (6 today)

96 round-trips28/96 winsnet $+179.00capture: +0.14R vs model +0.31R (45%)

Actual paper-account fills and round-trips (EOD-reconciled from IBKR executions at 16:05). Exit tag: target / stop / flatten. 'Submitted' = working or awaiting reconciliation; 'open' = filled, exit not yet traded.

timesymbolorderrefentry fillexitP&Ltgt / stop
14:10MSFTSELL 10381.19381.08381.65 flatten$-5.70376.62 / 382.71
13:49NFLXBUY 1069.1669.1768.87 stop$-3.0069.99 / 68.88
13:19CRMSELL 10157.62157.54openβ€”155.73 / 158.25
10:37CRMSELL 10157.90157.82openβ€”156.01 / 158.53
10:37NFLXSELL 1068.3368.6068.62 stop$-0.2067.51 / 68.60
10:37MSFTSELL 10383.59Unfilled(EOD)β€”β€”378.99 / 385.12
15:47QQQSELL 10707.04706.69unrecordedβ€”698.56 / 709.87
15:42CRMSELL 10163.25163.17163.21 flatten$-0.40161.29 / 163.90
15:42SPYSELL 10747.76747.78747.99 flatten$-2.10738.79 / 750.75
14:11PLTRSELL 10123.70123.64124.19 stop$-5.50122.22 / 124.19
14:06AVGOBUY 10397.21396.40397.18 flatten$+7.80401.98 / 395.62
14:01METASELL 10627.44627.13628.34 flatten$-12.10619.91 / 629.95
13:55AMZNSELL 10243.19243.07244.17 stop$-11.00240.27 / 244.16
13:15NVDABUY 10214.01213.47213.12 stop$-3.50216.58 / 213.15
13:15QQQBUY 10708.85708.91706.53 stop$-23.80717.36 / 706.01

πŸ“ Options sleeve (tier3 swing) β€” status

6 closed2 open17% win-17.7%/trade-106% total$-2,74710 pre-guard prints excl. (-60% avg)

Forward paper ledger on real Questrade quotes (entry@ask / exit@bid β†’ net of real spread). Same measure-first gate: fund the $5–10K sleeve only once this holds positive. Returns are % of premium (tail-driven, ~25% win expected).

β†’ View open positions & closed trades (entry / exit / days / why it closed)

How to use this

1. Regime sets bias β€” bullish β†’ lean long (calls/shares); bearish β†’ puts; choppy β†’ be picky.
2. Cross-check with GEX β€” only chase momentum (calls/puts) in πŸ”΄ trend names; in 🟒 pin names, fade toward the walls instead.
3. Pick from the candidate tables β€” higher score + favourable IV + matching GEX regime = the cleanest setups.
4. Mind the flags β€” near-miss = just cleared the gate; check earnings before buying short-dated premium.
Decision support, not advice. Options data may be delayed/missing until real-time is enabled. Paper-trade.