$Riot Platforms (RIOT.US)$
2x my position a couple of weeks ago. pt $0, expecting an earnings miss and dilutive equity raise. thesis is playing out as expected. I'm long bitcoin itself (cold storage), so im only exposed to the relative underperformance of riot vs. Bitcoin.
2x my position a couple of weeks ago. pt $0, expecting an earnings miss and dilutive equity raise. thesis is playing out as expected. I'm long bitcoin itself (cold storage), so im only exposed to the relative underperformance of riot vs. Bitcoin.
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$JD.com (JD.US)$ if we can get to 1/2 the valuation of a US firm with the same revenue we'll all be rich.
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