dipod

Thank you for laying this out.

Another big slug of CVRX. Now the 2nd largest position in my portfolio.

Nibbled on PDD calls expiring a few weeks from now.

Yup, the IV is too high. I may nibble at a few calls here and there but honestly I feel more comfortable with the common stock. I think this thing would yield a decent return from here over the next year.

Bought a large amount of ABVX common. With the whipsawing market and volatility, feeling less confident with buying long calls.

Bought a big slug of LQDA common stock and CVRX common stock as well.

Some PDD short term calls about a month out.

Sold all my short term CPNG calls this morning from the initial AM bump.

CPNG $15 calls about a month out. INBX common stock.

Shorted some LQDA $56 puts expiring this friday.

PDD calls.

Jan 2027 $18 calls. Seem pretty attractively priced for the r/r.

More CPNG 27 LEAP calls. Now my biggest holding.

More CPNG Jan 27 LEAPS and some CPNG common. Now close to my biggest position. The options on this name are priced quite attractively for the r/r.

NTDOY all sold. Don’t want to be stuck with management that may not be aligned with shareholder interests.