8/28/24 - $pdd - mkt full r*tard, buy <$90
8/28/24 :: VROCKSTAR :: 
PDD
mkt full r*tard, buy <$90
- the print **CLEARLY** didn't go as expected. cut losses pre mkt that day and it hurt. dabbled a bit here/ there, but kept feeling the sell OTD (over the day) orders from US institutions.
- with the
SMCI "accounting" issue (probably, but probably also more nuanced). the whack tape going into 
NVDA earnings. retailers 
ANF getting pooped, space lasers and salad bots getting bonked, today is a weird day.
- I can't help but feel like something is happening in the world, and i'm not in the Klub, and i'm about to FAFO here.
- but at <990/SHRPDD feels a bit too sold off. I'm back involved for 1%. I've also got some longer-dated 
KWEB calls (for June next year, ITM) because a bid here will rotate into ALL the suspects, 
BABA, tencent, 
JD etc. as well.
- do i know what happens next? never. i've got bit of a colder hand recently too, so tending to play defense. however, this feels like a bit of an over baked cake and the longer-datedKWEB's allow me to put more exposure in this bucket without necking out too large.
- I've also added some
CELH, 
LULU and 
NXT on the day. oh yeah, sized 
GDLC back up toward 47% (from 40% y'day).
trading all these with a close eye. disgusting day for risk. be safe.
V
PDDmkt full r*tard, buy <$90
- the print **CLEARLY** didn't go as expected. cut losses pre mkt that day and it hurt. dabbled a bit here/ there, but kept feeling the sell OTD (over the day) orders from US institutions.
- with the
SMCI "accounting" issue (probably, but probably also more nuanced). the whack tape going into NVDA earnings. retailers ANF getting pooped, space lasers and salad bots getting bonked, today is a weird day.- I can't help but feel like something is happening in the world, and i'm not in the Klub, and i'm about to FAFO here.
- but at <990/SHR
PDD feels a bit too sold off. I'm back involved for 1%. I've also got some longer-dated KWEB calls (for June next year, ITM) because a bid here will rotate into ALL the suspects, BABA, tencent, JD etc. as well. - do i know what happens next? never. i've got bit of a colder hand recently too, so tending to play defense. however, this feels like a bit of an over baked cake and the longer-dated
KWEB's allow me to put more exposure in this bucket without necking out too large.- I've also added some
CELH, LULU and NXT on the day. oh yeah, sized GDLC back up toward 47% (from 40% y'day). trading all these with a close eye. disgusting day for risk. be safe.
V
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