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something ive noticed over lo these many weeks is i tend to be real focused and seers on my lightspeed account, and then after i make my plays there i pivot to this account and just yeet calls into the sunset with exactly zero real analysis.
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i got totally fucking snakecharmed by DKNG _again_ this morning and ended up kissing off my gains for the week.
$1042.18 but i do still hold a QQQ put option that expires the 17th, so we are one federal shutdown order from doubling up essentially.
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so just a quick update, as threatened im letting my roku & pton plays marinate. they are down about 9 and 8% respectively. pton is something like a $66 position, roku play is more substantial but its also go an extra week on the clock and a super low strike so honestly, worst realistic case.. vix monthlies expire tomorrow, spy plunges, i kiss off pton while printing spy puts, and next week roku swings back with the inevitable stimulus/vaccine/kanye divorce based market recovery. or so the theory goes.
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roku looks like its feeling froggy but there is no volume at all behind it. entered late into 4 phizer 39c july 31, pulled back and im down about 33% / $90 but they just signed a yuge gov contract and i got another week to start going green in earnest so again, seems safe.
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