✨Congratulations to Bladder Cancer patients across the world as Dr. Pat Soon-Shiong led the team to drive this #breakthrough solution to FDA approval.

#FuckCancer #Cancer #BladderCancer #NMIBC #ASCO #Oncology #FTD #BTD $IBRX

Seems like international value is in demand

The other side of this 👇🏽 will be equally spectacular.

$ibrx chat with a pal from few days ago👇🏽

Considerations:
Did you plan, design & test for
1. BCP
2. Disaster Recovery
3. Failsafes/ Killswitch
4. Resiliency
5. Latency
6. Slippage
7. Continuous monitoring - Strategy health dashboards, trends, metrics
8. Event handling: circuit breakers, suspended trading
9. Taxes

🚨COCOA - Once it broke above the prior highs in Nov, it was one-way run. 💸

Dang this position!

Total lopsided part of the portfolio.

#futures #ags #agriculture $DBA #Cocoa #chocolate #chocolate kings

💰Coffee ☕️ giving a nice multi-year breakout.

I must admit the size of Coffee and Cocoa positions in the portfolio have become lopsided.

#futures #ags #commodities #agriculture #shortage

✨The Aluminum trade in my portfolio:

Aluminum Stocks incl:
$AA $CENX $KALU $HLMN $CSTM

$SMCI -

17,900 % in a day. (not mine)

Put writing can be fatal unless you are willing to own the stock!

IMHO, the $SMCI drawdown was a pleasant surprise. Being long the 900/880 put verticals for Apr 26 but being able to exit early was not on my radar.

#Opex #semi $NVDA