Yeah personally I'm not that concerned with my holdings here. It was interesting to see Monish transfer a lot of his position however over to Tencent.

3 bullets in today's tourney.

1 - Button min raises, SB flats, I 3 bet 4x from BB w/ JJ, Button ships, sb folds I call. K on river losing to AK.

2 - 3 limps, I overlimp on button w/ Kc7c, blinds check. Flop: Ac Jc 6c. One bet of half pot I flat, rest fold. Turn Jx. Check, I bet half pot villain calls.
River: 3x Villain shoves I call and lose to AJo.

3 - EP limps I 3x w/ JJ, CO cold calls, limper calls.
Flop Ac 6c 2d. Checks around. Turn Jc. Limper bets 3/4 pot I call, CO folds.
River Ad. Limper pots I shove for like 8bb more he calls and wins w/ A6.
Back at it on Monday.

Dash put up 13%

RBLX put down 15%

U put up 4%

If DASH dips more next week will close it out.

AAPL up bigly which is nice. Too scared to do any CCs on it as it would be terrible to sell off my position. I pray they deliver on the EV and it memes out.

Bought about 64k in leaps on LMT yesterday.
Looking to start buying into some PYPL and V.

Powerball jackpot climbing, maybe buy some $2 calls.

I ended up taking gains on my DASH today. I'll probably look to re-enter in the future.

I've been looking at LMT, too, saw that it's one of the few equities Burry is (apparently) bullish on.

Maybe I missed you got in on U puts. I've still been waiting. Had I been watching it more closely, though, I probably would have gotten in after it crossed 200 and failed to find much momentum.

You ever look into DDOG?

Yeah I wasn't really going to do any U puts until they jumped above $200 so pulled the trigger on it.

DDOG revenue growth seems pretty strong, looks like they just got an analyst price target upgrade. Personally I don't really know anything about the product and what users impressions of it are. I usually like to know that when I'm looking at a Saas company.

I hope you learned that JJ is better off folded pre and that a nut flush on a paired board is a trap hand. I thought a seasoned vet like yourself would understand these things by now.

Blows my mind how many of those types of losses must happen before deep runs in tourneys are possible. MTT pros are kind of sickos tbh. But then again, maybe I feel the same about cash game pros.

Yeah, remember I'm still rusty. I'll be sure to be making those folds in the future. Online traps aren't getting me anymore.

But yeah reading some of the Main Event write ups it's crazy how lucky you have to get to go deep. Definitely need to spike a couple 2 and 3 outers for your tourney life.

i've been riding out baba, bought a big dip and then it just kept dipping but have held on determined to ride it out until back in the black or delisted

What's the biggest threat to the Chinese Communist Party? USA? Nope, it's their own technology companies like douyin, weibo, ali baba, etc. The CCP knows this. That's the only reason I'd be worried about investing in BABA, but I'm an idiot.

Also, yeah you need to run pretty damn pure to win any big tourney. When I won the monthly milly I won with KK>AA all in pre early on, then I spiked an ace on the river with AK all in pre vs TT. And then all the 80/20s that had to hold for me to stay alive and make it to the end. Even if you always have the best hand you're still likely to get sucked on at some point.

When you put it this way it doesn’t sound so bad tbh.

LOL! Nice catch.

Closed out the U and DASH puts.

RBLX going to keep open.

Also up on my LMT leaps

I'm getting crushed by these new GTO wizards.

He flats pf and open shoves flop lol. Trapped me good.

at least this stuff isn’t happening in those big bay 101 cash games session after session amirite

glgl

Yeah I am definitely confining my play to areas where the tilt wears off after a few seconds.

Closed my RBLX put, it was up 8%. I'm all out of my put positions now.

Hit a lifetime lifting PR the other day was pretty happy as it's something I've worked at for years and the year prior I had mostly plateaued for almost a year.

https://www.instagram.com/tv/CWeiQDO..._web_copy_link

i don't ever want to owe you money, you're like a ripped version of this guy

wow! looking very stronk. I know you were focused for a long time on leaning out. What is your current weight?

Haha I wish I would have gotten into acting. You know I grew up with Steven Yeun. We lost touch after I went off to college and I hadn't watched television for like a decade. I found out way later that he had made it as an actor. It was kind of trippy. Sadly no one owes me money.

Thanks man. I decided to gain some back in the interest of strength and currently sitting at 200 which I think is a good compromise. Strongest I've ever been at any weight.

I just exited my own RBLX puts for nice gains, too. I'm sick about DASH, though, left a ton of money on the table %-wise and that was my highest conviction short; I didn't think it would slice through support so parabolically. Also did not expect it to fall off a cliff as SPY went parabolic the other way yesterday morning. It's funny how these correlations can change quickly. I'd been eyeing the right opportunity there for months and while I still did well with it paper hands cost me a large chunk of profit.

Any thoughts on CRSP? I haven't followed this sector or genomics at all but the chart is intriguing and the best case scenario feels like amazing potential upside. I've started buying shares around 78-92. Feels like a nice r/r albeit the risk is it goes to zero.

Yeah you're always going to get out too early just kind of the nature of the game.

Only reason I held going into Monday is typically there's a good chance of a Monday drop particularly going into Thanksgiving.

CRSP seems ok at this level. If you're interested in the space you could also check out ILMN though it's still priced kind of high.

But anything in the bio sector is going to be pretty risky and volatile.

Currently down about $75k on my BABA position.

Gonna try to get that to about a million at some point.

Once the Apple and Google car hit the streets though none of that will matter.

Wow stonks dropping w/ no end in sight. Good thing AAPL stayed up.

Wife and I got our booster on Monday. She had MRNA and I got PFE which is in line with what we got for our first 2.

She got a sore arm and some redness around injection site and felt fatigued for about half a day the day after.

I got a sore arm about 8hrs after injection. Following day had chills and body aches for a few hours and just felt really tired the whole day. Effects lasted about 15hrs. Feel fine today.

Already had my flu shot back in October w/ no effects at all.

According to the conspiracy nuts like Alex Foxen and ChrissyB I suppose I have not too many months to live before my body explodes so that's cool.

Some of my bigger spots right now.

Nice, I just started a DKNG position yesterday. Am encouraged by the insider buying in the mid-30s. I don't intend on making it anything other than a small position any time soon, though.

For what it's worth, I've been buying ZNGA CRSR ATVI heavily on this sell-off. Expecting 20-40% upside within the next few months in each in their spot prices. I could be way off, of course; we shall see. Among those, ZNGA feels like the safest bet, then CRSR, then ATVI.

Any thoughts on WYNN?