Puts swung:
All monthly:
$DIS $JPM $NVDA $PYPL
These will lose value.  That’s fine. They exist to hedge my long positions. 
I’m delta long this AM 2:1.
Thesis dissolving in $DIS $JPM. 
Reduced yesterday actually. 
Makes me dangerously long.
Hard to find good hedges right now. https://t.co/WnrfQxgBPf https://t.co/DggJtIfO7d