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Degentrading

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its rare to get both MS and JP to tell you to buy the dip
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positioning punishment for $IGV shorts - expect $SMH to start rolling over
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So at 10AM ET, trump is going to call off the blockade and SPX will go to 7000?
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CL May futures last trading day is on the 21 April - Expect fireworks going into this
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the next escalation is red sea closure i guess?
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averaged up short on $MRVL at 128.65
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intervention over the weekend?
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bidded $FSLY at 27.74
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bidded $SNOW 138.66 $NET 189.2
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Trump lost so much aura
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if i had to hazard a guess - sectors like software and names like $MSFT are heavy today because funds are long these - the mkt is heavily sniffing out and punishing positioning today
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likewise very ugly PA for $IGV
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$MSFT weakest vs $META
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CPU >> GPUs
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ugly candle for $HOOD and crypto
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private credit
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bidded $TEM 47.65
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bidded 17 Apr 6400/6200 P/S at 4.8 - super low delta
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AAshiQ:
2026 gogogogogogo
bought some cheap P/S 10apr 6700/6630 at $8
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would be crazzzzyyyy if the markets just decided to nuke after baiting in longs
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