Posted by kalkgrun on 10th of Feb 2021 at 09:58 am
I'm really buying the bull case case for APPN, OKTA, CRWD, and
others. "Over the past four years, the government sector has
had the largest increase in average app deployment at 140%, which
includes a 43% jump in the past year alone — the largest increase
in any sector in the past year." "The average number of apps
deployed per customer has risen steadily across all industries and
company sizes, for a combined growth of 22% over the past four
years. This year, the average number of apps per customer remains
at 88.We broke that out by customer size and found that our largest
customers are adopting more apps than our smaller customers. Our
larger customers, with 2,000 or more employees, deploy an average
of 175 apps per customer, while our smaller customers, with 1,999
or fewer employees, deploy an average of 73 apps per customer."
https://www.okta.com/businesses-at-work/2021/
Year to date + 18.95% is just insane. I almost feel like
pulling the plug on everything. Sold CRSR on the open, decent
but not blowout earnings. Looking to sell more
SHOP
I ended up picking up a few shares of MMEDF MIND MEDICINE
https://mindmed.co/https://mindmed.co/wp-content/uploads/2021/01/MindMed-Corporate-Presentation-1.pdf
What a monster day +3.26 I'm going to reload some hedges and
sell some longs into this strength. Long by weight SHOP, AMZN
(trimmed a little yesterday), PYPL, OKTA, NVDA, CRWD, FVRR, SQ,
APPN, ZNGA, AAPL, PANW, FTNT, LMND, SNOW, GM, NIO, AI, ABNB,
SGMO. Hedged with DXD, VXX, SQQQ, TWM 7.5% hedged 20%cash
The community is delayed by three days for non registered users.
Sold my 1/2 of my
Posted by kalkgrun on 11th of Feb 2021 at 11:46 am
Sold my 1/2 of my URA Jul 16 '21 $18 Calls for +98% gain
ZNGA great earnings 52 week
ZNGA near new highs. Maybe a spinning top candle? Selling ...
Posted by kalkgrun on 11th of Feb 2021 at 11:37 am
ZNGA great earnings 52 week high and announces that it is for "sale." I added more to my position via ITM calls that I exercised
MMEDF MIND MEDICINE is also making
My weed stocks are not that hot today, but shroom ...
Posted by kalkgrun on 11th of Feb 2021 at 11:31 am
MMEDF MIND MEDICINE is also making a move +18 %
I've got $607 and $635
NVDA follow up
Posted by kalkgrun on 10th of Feb 2021 at 03:02 pm
I've got $607 and $635 range for my trading portion
I'm really buying the bull
APPN daily coiling again. surprised the short interest is still ...
Posted by kalkgrun on 10th of Feb 2021 at 09:58 am
I'm really buying the bull case case for APPN, OKTA, CRWD, and others. "Over the past four years, the government sector has had the largest increase in average app deployment at 140%, which includes a 43% jump in the past year alone — the largest increase in any sector in the past year." "The average number of apps deployed per customer has risen steadily across all industries and company sizes, for a combined growth of 22% over the past four years. This year, the average number of apps per customer remains at 88.We broke that out by customer size and found that our largest customers are adopting more apps than our smaller customers. Our larger customers, with 2,000 or more employees, deploy an average of 175 apps per customer, while our smaller customers, with 1,999 or fewer employees, deploy an average of 73 apps per customer."
https://www.okta.com/businesses-at-work/2021/
It's behaving very well since
APPN daily coiling again. surprised the short interest is still ...
Posted by kalkgrun on 10th of Feb 2021 at 09:36 am
It's behaving very well since the last big move.
I really missed this one
ROKU broke out.
Posted by kalkgrun on 9th of Feb 2021 at 01:40 pm
I really missed this one sold this summer in the $160s
Year to date + 18.95%
Posted by kalkgrun on 9th of Feb 2021 at 11:40 am
Year to date + 18.95% is just insane. I almost feel like pulling the plug on everything. Sold CRSR on the open, decent but not blowout earnings. Looking to sell more SHOP
ZNGA near new highs. Maybe
Posted by kalkgrun on 8th of Feb 2021 at 03:10 pm
ZNGA near new highs. Maybe a spinning top candle? Selling calls and adding more hedges. Trimmed a little more AMZN today
Also sold the GM Feb
Sold the Feb 12 1230 SHOP call for $25.50; Sold ...
Posted by kalkgrun on 8th of Feb 2021 at 01:06 pm
Also sold the GM Feb 12 $56 call for $1.75
yes correct thanks
Sold the Feb 12 1230 SHOP call for $25.50; Sold ...
Posted by kalkgrun on 8th of Feb 2021 at 01:04 pm
yes correct thanks
Sold the Feb 12 1230
Posted by kalkgrun on 8th of Feb 2021 at 11:37 am
Sold the Feb 12 1230 SHOP call for $25.50; Sold the PYPL Feb 12 280 call for $5.35
SQ breaking out +8.3% SHOP
Posted by kalkgrun on 8th of Feb 2021 at 11:23 am
SQ breaking out +8.3% SHOP and PYPL continue
Sales growth plus the ARM
NVDA follow up
Posted by kalkgrun on 8th of Feb 2021 at 11:17 am
Sales growth plus the ARM holdings valuation? I think I've seen $700 as a 12 month
I ended up picking up
Psychadelics winding up
Posted by kalkgrun on 6th of Feb 2021 at 12:17 pm
I ended up picking up a few shares of MMEDF MIND MEDICINE https://mindmed.co/https://mindmed.co/wp-content/uploads/2021/01/MindMed-Corporate-Presentation-1.pdf
Same I'm building a new
LMND sitting on support, but may be looking to test ...
Posted by kalkgrun on 5th of Feb 2021 at 02:47 pm
Same I'm building a new position and will add more on a pullback.
I bought a spread of
Uranium having a decent day and stocks
Posted by kalkgrun on 5th of Feb 2021 at 02:18 pm
I bought a spread of July 16 21 $16, $17, $18 URA calls
Interesting potential for these stocks.
Psychadelics winding up
Posted by kalkgrun on 5th of Feb 2021 at 12:35 pm
Interesting potential for these stocks. Some amazing clinical results for people with PTSDs. I may have to grab a small basket.
What a monster day +3.26
Posted by kalkgrun on 4th of Feb 2021 at 01:01 pm
What a monster day +3.26 I'm going to reload some hedges and sell some longs into this strength. Long by weight SHOP, AMZN (trimmed a little yesterday), PYPL, OKTA, NVDA, CRWD, FVRR, SQ, APPN, ZNGA, AAPL, PANW, FTNT, LMND, SNOW, GM, NIO, AI, ABNB, SGMO. Hedged with DXD, VXX, SQQQ, TWM 7.5% hedged 20%cash
I like this IPO base
Posted by kalkgrun on 4th of Feb 2021 at 11:10 am
I like this IPO base for AI C3.ai. Starting a new long position