Earnings Trading Journal

Also if any of you are looking for a long vol play. WIX is not a bad idea. Its is slightly underpriced on my end (more research required)

 

$NTAP looks like a nice one!

 

thanks .sigma! NTAP hardly moved! Did you hop on board?

 

No I wish I did though!

I was long the Nov 19/23 call spread in $TLRY. Made .38centz.

 

I was a bit busy this morning so I put a limit order on NTAP to fill @ 2.90 this morning. I could have done much better here. Something I have to work on is microstructure.


+58% today.

I'll say this one more time, I am using log returns here so in this case LN(2.9/5.2) = 58%

 

NVDA today. Whats the play?

 

No ER trades today. I couldn't find enough edge in any of them. IMO NVDA is fairly priced at 7.2% Implied Move

 

NVDA only down 2% after hours. I really missed the boat here.

 

The

I was going to do the DEC 220/225/235 broken wing @ 0.5 credit but didn't push the trigger

 

I hope I did not persuade you to avoid the trade.

No trades for me today. I will post pnl this evening, it looks like we are up >2% on the portfolio this week