I opened $GOOG 20241129 160.0 PUT$ ,Google’s AI summaries are a nice addition to it’s search experience. AI should also help it reduce its cost in long term by improving developer efficiency
I opened $GE 20241115 160.0 PUT$ ,No matter who wins, US needs engines and defence. Short term impact from plane delays should work itself out over time
I opened $iShares MSCI China ETF(MCHI)$ ,Accumulating some China ETF. Bullish on China in the long run, think they will be able to work something out with Trump
I opened $DG 20241122 73.0 PUT$ ,Think this is undervalued. DG’s target consumers are not doing well now but they should recover in time, and DG as well