Killer move on CMCM and these wont be the last that we see, just the start. I would think there are really only a few players in this entire adtech sceme and we will find out soon enough. Either way, it was a day of pure patience on that name and then starting into CRTO. Which I think is likely to have something come out soon in regards to their methods of adtech. Hope everyone did well today.

CMCM – Shewww what a mover! The defense they put out wasn’t very strong in my opinion, either way it might get a bounce on it, Looking to trade this one based on the action tomorrow. I could anticipate some squeeze out but then fade back.

CRTO – A big name in the adtech space, likely 50% of revs are generated from same reasoning as CMCM. Trade a own peril however, my view is a few months out on it with puts as risk.

GBTC – Might get a nice bounce on this and BTC here, its been full fade for months now. Yes I have been thinking this for a while, but this is little bit different of a trade based on the 50% shred in the last two weeks.

ASNS – Whoa, looking to take dips on the open.

ANY – I don’t think they are done, but man o man do they toy with this name. Washouts ONLY.