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VISL: Perfect world we get the chat rats on this early and shove it through 4 and would be very interested in the short up there. If weak open, will ignore.
GNCA: The air was largely let out of this one today, I’d imagine it plays out something like ELTK, so hoping for a shove into 8.50-9 area tomorrow am for another opportunity to fade it back down.
BYND: This is a really pumpable company, clearly. I expect that to continue, but it needs another little breather first, maybe back down into 80s. So for the time being, I’m short biased, looking to fade any open strength and see if we don’t get a few more days of fade before the games resume. Perfect world back to 100-102 tomorrow morning, then midday/afternoon fader idea. Weak open will ignore.
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See you out there!
– D
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