$PDD 20250103 90.0 PUT$ PDD should continue to grow, although at a slower pace. Decently priced for this growth

$Invesco QQQ(QQQ)$ Using QQQ as a long term inflation hedge

$GOOG 20241129 160.0 PUT$ 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

$BIDU 20241115 85.0 PUT$ Think Baidu is undervalued. While its core business is somewhat troubled, it is not so bad that the sky is falling.

$GE 20241115 160.0 PUT$ No matter who wins, US needs engines and defence. Short term impact from plane delays should work itself out over time

$iShares 20+ Year Treasury Bond ETF(TLT)$ Going long on bonds long term

$BIDU 20241025 89.0 PUT$ Closed this ATM option, in case of volatility

$PDD 20241122 105.0 PUT$ Collecting some premium. Think PDD has long term potential in both China and international.

$MCHI 20241115 55.0 CALL$ Sell call while waiting for recovery