Still holding both, gave up half the week's gains so far though. Simply the cost of trading with high leverage...
Hindsight analysis: Should have closed BABA on open for profit, but didn't get the chance; I would have been OK with breakeven, considering yesterday's correlation with the market, which I was neutral to bearish on in the short term. TWTR should (probably) have been held into close; it usually surpasses the minor exit targets; the target was too conservative. Although TWTR did move more than BABA and appears as showing greater profit in the results table, I still took a L overall because I was more levered in BABA due to my getting shorter expiries (I did not want to buy the expensive ones that expired after earnings and mismanaged the size) and that double edged sword cut me. However, TWTR made up for a fair bit, and I am only down ~2%. Again, all trades will be ones of regret. Remember George Soros: “It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.”