$Applied Optoelectronics(AAOI.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)Maxed out 2x short positions. In this market, the win rate for maxed-out shorts is higher than for maxed-out longs, roughly 8/2. Unfortunately, AAOI's margin requirement is too high to fully leverage. US Treasuries will still rise; Japan and Korea need to intervene in FX. The stock market will be the first to feel the pressure of global inflation, so high-valuation stocks will be the first to get slaughtered. Bullish on Nike, bullish on Lululemon. Initial long positions established. Longs don't flame me. 50% return by July.
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