atticus' single-name delta book

Discussion in 'Journals' started by atticus, Nov 8, 2012.

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  1. I think the shares touch $270.00 tomorrow.
     
    #561     Jan 29, 2013
  2. $10 hit to my short and out. -0.20% against performance to date. htf do they miss like this and rally >$20 AH? Looking at unch on the time spread tomorrow.
     
    #562     Jan 29, 2013
  3. I've watched AMZN the last few earnings - this is the 3rd straight time it dropped $15-20 on the initial reaction, and then it always rallied back.
     
    #563     Jan 29, 2013
  4. newwurldmn

    newwurldmn

    AMZN is an irrational stock.

    I was long gamma but cut it yesterday (which may or may not have been good given my inconsistent hedging).
     
    #564     Jan 29, 2013
  5. We had the benefit of conditional prob knowing that they missed in a Holiday environment where they should've hit it out of the park. No way this thing stays above 280 by week's end. Talking my book, but there will be saner heads that prevail here.
     
    #565     Jan 29, 2013
  6. unreal...hit 251 in AH and then up 35 points
     
    #566     Jan 29, 2013
  7. I will be all over this thing tomorrow if we're above $285. Short of the year. Clowns buying in anticipation of Bezos CC. 284.6x last. Unfortunately it will drop after the CC and I will miss the opportunity to move size tomorrow.
     
    #567     Jan 29, 2013
  8. There will come a time when Amazon tanks >30% in a day due to earnings disappointment.
     
    #568     Jan 29, 2013
  9. jj90

    jj90

    The question is when....CRM too, 1 day...
     
    #569     Jan 29, 2013
  10. newwurldmn

    newwurldmn

    Good trade on the AMZN. Almost a double?

    Is it me of is Jan14 vol in AMZN crazy cheap?
     
    #570     Jan 30, 2013
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