Hope everyone is having/had a great weekend! Going to be going full bore into the AD Tech names tomorrow as that seems to be the huge theme right now with everyone cutting ad spending. This has been something I have been closely watching for about 2 years now so tomorrow should be interesting at least. Here is the list of names I will be all watching closely.

FB – Was crafty enough and hopefully correct to carry over some FB puts and SPY puts into this news. It was just one of those things that can get normal shareholders of 100 lots to just take gains and avoid the rocky waters. I expect a gap down and possible $200 touch tomorrow.

TWTR – LIkely gap below $28 tomorrow and all day fade. This isn’t going to be a main focus as they don’t even make a ton of advertising anyways lol. Either way, full watch for short.

GOOGL – Maybe some puts here if they are not too expensive but I will likely get short the stock on any big pop back higher. These guys are #1 in the industry so they have the most to lose.

TTD – Notable this didn’t fade but it WILL tomorrow. I will be looking at the puts off the open and shorting if it opens lower in the premarket session. I think it cracks that $375 level easy.

RAMP – Gap lower and all day fade.

OMC – That $50 is HUGE level and if everything is joining in the fade fun this can easily crack it and have that $47.50 touch.

RUBI – NO CHART but worth the trade and eyes.

CRTO – Similar as all the others above and I think $10 washout tomorrow.

CMCM – This is likely a BK since that expose nearly a year ago. Trouble makers and looking to fade it.

INO – Kept some puts over the weekend here as well. Likey $25 crack and washout to $20s

SPOT – Eyeballing for the short. They do make decent off ad revenues and stock has FLOWN since Rogan and Kardashian signings.