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Kind of felt like buying stuff, but managed to do nothing.
While I do think a market collapse is imminent, it could be days or months, and buying the dip for quick gains has been working like a charm since last big drawdown on May 13th.

So until it stops working, maybe assume it works.

Following that logic, I am interested to see if FUBO or UPST take a dump in AH, regardless of how good their numbers are. If so, I may buy the dip for a quick flip...we will see.

I came across VUZI today, and hadn't realized how much it fell from ER yesterday. Still down 6% or so, but was down a whole lot more earlier. That would have been an example of a good dip buy for a quick trade. I don't trust VUZI or their mgmt long-term yet, but since Cathie Wood likes them, it was reasonable to expect they bounce after an ER beatdown.

TTD is a beautiful company. I should have jumped on the May 13th low. Oh well.
Maybe I get another chance. Interesting comment in their ER was that CTV was about 30% of revenues. Now that is meaningful finally, and will only get bigger and bigger. International was still sub-15%, but probably that is because all the CTV is mostly US-based. Funny to see that the story has evolved but not changed too much, since 2017. Kind of like watching a soap opera for 10 minutes every 3 years and you pretty much are caught up to speed.

Dreamer
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