JAY ALPHA
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my trades and shit. i yap a lot.
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JAY ALPHA
Blue and Devin my stock goats have slapped some sense into me. I am buying orcl, now, msft early next week likely monday
I’m gonna buy premarket on these names

$orcl
$now
$pltr
$msft

In order of size top down. Structurally orcl looks best, so I will size it more but not sure. Maybe I just blast equal size in all and walk away
^^ these + $nok $lpth $amzn $mrvl $crcl

$hype long
$btc shorts (big hedge)
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Prob holding longs up until spacex ipo so ~week
JAY ALPHA
I’m gonna buy premarket on these names $orcl $now $pltr $msft In order of size top down. Structurally orcl looks best, so I will size it more but not sure. Maybe I just blast equal size in all and walk away
I think the “leader” for this software trade to look at is $IGV and it reclaimed 200d sma friday. This is the “bitcoin” to trade your “alts” off of.
I think btc continues weakness while igv gains strength

Ik its been correlated as of late but ye trend breaks imo
Fairly contrarian, but some traders have put me on longing China pretty hard H2
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Eyeing $BIDU and $BABA to express this trade^
I will slam it pretty hard in June sometime. Charts all look reallllllllllly good. Great setups and r/r
JAY ALPHA
USOIL looking like a good hedge long here
I didn’t take this but it was free $88->$93
Keep $GLXY in your watchlist. As neocloud stocks are rallying hard, the market continues to misprice Glxy as mostly crypto company instead of mostly AI revenue company very soon.
Ngl just timestamp all the recent trades, esp mrvl today. Great across the board even nailing the btc short ggs!
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i’m going to keep trying to juice as much out of this before spacex ipo + quad witching on June 18
Highly suggest risking off closer to that time. i’m going to jump in and out of positions a lot, not wanting to get caught on a correction that I feel is coming around then
Trim 25% off btc short
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Full $BTC tp order set at $65k
Mmmm front ran by $500 idk might close short soon depending on pa
Ok trimmed another 25%