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Trade Findings and Adjustments 08-10-21

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Trade Findings and Adjustments 08-10-21

Keve Bybee –



  • Booked a small profit on 185 puts and rolled down protection to 177.50.
  • All set for earnings Thursday
  • Positive expectations on earnings


  • Kathy Wood that runs ARK ETF’s had invested heavily in Chinese tech stocks at the beginning of the year and recently sold a bunch of shares
  • She thinks that the CCP/govt regulations are disincentivizing to the large tech firms.
  • All these Chinse tech companies (most importantly BIDU) are extremely undervalued.
  • BIDU can do just fine with what they do domestically.

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