The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Short-term play

Gap-down capitulation

Names matching setups historically tied to large short-term moves. Not portfolio recommendations — short-term trades are catalyst-driven and only a fraction work out.

A heavy down-gap on a stock that's been chronically weak. Counter-intuitive but consistent: these gaps tend to mark the bottom, not the start of further downside.

Recommended position

Structure
Short 95 % strike put · long 80 % strike put · 30 days to expiry
Take profit
Close at +50 % of credit received (or +100 % of capital at risk)
Stop loss
Close at −50 % of capital at risk
Expected per trade
+20 % mean over capital at risk, 72 % hit rate, Sharpe 0.43.
Thesis
The gap-down spikes implied volatility; long calls get vol-crushed and lose despite the modest directional edge. Credit put spread captures the elevated put premium instead. Same family as bounce, smaller magnitude.
Important note
−50 % stop is critical here; the cohort has a fatter left-tail than bullish_div. Avoid naked long calls on this setup — historically they barely break even.
Show columns:
SymbolLastSectorGap kindGap sizeOff 1-year highVolume vs 20-dayDays since gapTrend before gap
UPWK$8.40Communications+1.00-18.2%-55.5%+3.86+1.008.9%
7.679.5911.52Apr 6Jun 9Aug 12
long 6.72 short 7.98 Break-even ~7.66
Credit$31
Max win$31
Stop loss−$47
CELH$27.62Cons. Staples+1.00-5.3%-57.2%+1.63+2.00-6.9%
23.1430.0837.01Apr 7Jun 10Aug 13
long 22.10 short 26.24 Break-even ~25.20
Credit$104
Max win$104
Stop loss−$155
TTD$13.49Communications+1.00-27.2%-80.3%+7.14+3.00-9.5%
12.8319.0025.17Apr 6Jun 9Aug 12
long 10.79 short 12.82 Break-even ~12.31
Credit$51
Max win$51
Stop loss−$76
PZZA$24.09Cons. Discr.+3.00-9.0%-46.2%+7.62+4.00-11.5%
23.1430.9138.68Apr 6Jun 9Aug 12
long 19.27 short 22.89 Break-even ~21.98
Credit$90
Max win$90
Stop loss−$136
APP$303.76Communications+2.00-19.0%-43.0%+2.33+4.00-19.7%
288.26458.73629.20Apr 7Jun 10Aug 13
long 243.01 short 288.57 Break-even ~277.18
Credit$1,139
Max win$1,139
Stop loss−$1,709

Recent triggers

The last 20 historical fires of this setup on US names with adequate liquidity, sorted newest first. Forward-return columns show how the stock moved in the days after each fire.

Date Symbol Entry +5 days +10 days +20 days
2026-03-13ADBE$249.32-0.5 %-5.8 %-3.7 %
2026-03-12HLNE$94.23+7.2 %+3.5 %-2.1 %
2026-03-12MELI$1,680.00-0.8 %-2.9 %+5.6 %
2026-03-12PATH$11.37+7.7 %-2.9 %-17.5 %
2026-03-11AVAV$207.73+3.9 %-4.2 %-14.5 %
2026-03-11CPB$22.94-8.1 %-9.3 %-9.4 %
2026-03-09ELF$77.15-4.6 %-6.8 %-20.8 %
2026-03-09JEF$38.16-3.6 %+3.6 %+10.2 %
2026-03-06GEO$14.35+1.4 %+14.5 %+23.8 %
2026-03-03CRWD$391.42+11.5 %+10.7 %-0.3 %
2026-03-03FOXF$18.05-9.4 %-9.3 %-8.8 %
2026-03-03LIF$43.97+5.5 %-5.4 %-7.2 %
2026-03-03SLM$19.19+4.0 %+3.4 %+11.6 %
2026-03-02DFH$17.71-11.3 %-11.0 %-23.9 %
2026-03-02LIF$53.79-11.6 %-23.7 %-29.1 %
2026-02-27DOCU$45.07+8.0 %+4.4 %+1.4 %
2026-02-27DT$35.92+9.4 %+6.9 %-0.0 %
2026-02-27DUOL$101.00+0.9 %-2.6 %-5.6 %
2026-02-27JEF$44.40-13.8 %-18.1 %-10.2 %
2026-02-27PSTG$64.22-5.2 %-4.2 %-8.2 %

Scanner refreshed 2026-08-12. 5 matches.