恭喜三心哥!你現在倉位多少%?有準備hedge Mag7 earnings嗎?這兩天老是被問要不要lend

MAGS。感覺有人要short MAGS, 當然不排除是為了earnings hedge 需要。

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Still 85% in market. Look at above SPX point for direction -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 01/26/2026 postreply 12:32:50

Thanks! Will watch SPX closely. I have 70% in market -aloevera- 給 aloevera 發送悄悄話 (57 bytes) () 01/26/2026 postreply 12:38:25

APP 到底有沒有事? -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 01/26/2026 postreply 12:39:34

This is what I found on Reddit. I think it makes sense. -aloevera- 給 aloevera 發送悄悄話 (7501 bytes) () 01/26/2026 postreply 12:47:35

So, it is worth a try? -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 01/26/2026 postreply 13:02:35

I think you can add a little as a satellite position. YMYD -aloevera- 給 aloevera 發送悄悄話 (0 bytes) () 01/26/2026 postreply 13:11:18

OK, I will probably sell some put first to start with -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 01/26/2026 postreply 13:17:23

Good choice. I might do the same. -aloevera- 給 aloevera 發送悄悄話 (167 bytes) () 01/26/2026 postreply 13:24:57

Capital Watch claimed it submitted forensic investigation to -aloevera- 給 aloevera 發送悄悄話 (419 bytes) () 01/26/2026 postreply 13:09:12

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