Trade Recap

I ended up taking profits in my $FB long, while jumping into $YELP. Yelp reports next week, and looks ripe to squeeze out a few short before the report. I will likely sell ahead of the numbers.

I still hold some $YGE and have no plans to sell, I want exposure to solar . I also have no plans to sell LEDS, I want 2+. LEDS reminds me of RVLT, right before it went on it’s epic run. It also helps that there is a volume profile to $3, it goes higher.

I’m still holding my birdflu play, $BCRX, but needs to make a move out of this flag soon, or will dump. Still looks good here.

Other than the JUNK in my portfolio, I hold a large cash position. This alone should tell you something, the froth is here, shit is floating to the top, the top is near.

Have a good weekend all.