$JOBY | $ARKK | MR With how frothy things had gotten over the last two weeks and how things panned out today, I think the odds for a few days of selling in the more speculative segments of the market are good. Will hold these o/n too.

$GPRO | $DNUT | $OPEN | MR Crash landing for the meme trade. Could've been more patient on the OPEN puts but the mistake of the day was covering the GPRO short on the VWAP swipe to focus on the $WOLF short. If anything, that rejection should've been an add spot. Mega clean

$LIDR | $CRE | $ESPR | MR Slower day with LIDR being the highest EV ticker. Got faked out on the PMH swipe and failed to reenter; backside after breaking back below VWAP was super clean. CRE dodgy China IPO, smaller size on that. ESPR social media rumors, shorted the turn.

$MCVT | MR Slower day with most of the action taking place in the PM. Good to see things fade again though. Instills confidence in being able to finally add on LHs.

$CELC | continuation High conviction long on rare positive p3 data. Too aggressive on scaling upon resumption.

$MCVT | $VAPE some of the most blatant frontrunning I've seen in recent weeks and it's happening every other day now. U.S. Securities and Exchange Commission asleep at the wheel (again).

$NVO | MR Capitulatory selling on earnings. You rarely see a $200B stock puke like that and set up for such a clean panic reversal. Beautiful volume profile too. Holding a trailer.

$EQ | MR Very quiet day in SC. Only trade I took and even this wasn't that great of a setup. 2 small Ls before sticking the turn on the FBO on HOD volume.

July Recap Second best month of the year but as always tons of room for improvement. July could've been a lot better had it not been for the absolute disaster on $KSS on 7/22. Comprehensive review: egalmar.substack.com/p/monthly-reca…

$APP | $FLY | MR Still very little action on SC, focused mostly on LC today. Very linear move with solid acceleration on APP for a MR scalp. On FLY I had a short thesis based on $FIG continuing to fade after just one green day, $WYFI flopping, and the indication pre open being

$MRM | MR Ending the week on a crappy red day but at least on a high note. Hoping momentum on SC picks up again next week.

Easily one of the most opportunistic days of the year and I'm ending it pretty deep in the red. Went on tilt early in the session and didn't take a break. Paid the price over the next hour and dug myself a hole I couldn't escape from later in the session. Roundtripped way too

$UFG | MR I'm so washed man. Actually looking forward to a long weekend. Absolute nonsense stopping out there; once these illiquid scamcos top, they usually fully roundtrip. Traded my P&L after yet another mediocre performance.

$UNH | ST No trading today, will be traveling, UNH swing at a $241 cb looking mighty fine though. Long the post earnings selloff, added into strength on the first close back above the May lows (FBD). This is only the beginning!

$OPEN | MR Short thesis built on extended 3-day move into a potential LH on the daily (what were the odds it would just melt through $5 from here?) followed by acceleration in price & volume in today's PM session. Shorted the turn, stopped through highs, and tried again when it

$SOGP | MR Haven't posted in a while since I'm still on vacation. Nightmare ticker, might've been the best rig job I've ever seen between locked float, super controlled volume all day, games played with halt bands, and incredible reclaims. Cheap locates played a major role as

August Recap First red month since May 2024. Have given back a lot more than I would've liked. Tough SC market and 2 weeks of trading on a laptop with crappy internet but also really lackluster trading on my end. In the end, I can only blame myself. Comprehensive review: