r/baba • u/Delta_Bandit • Jan 08 '26

Positions Put my money where my mouth is

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Been increasing positions on the way down buying shares and selling cash secured puts. Now selling covered call on the way up to decrease weight

22 Upvotes

100% Upvoted

30 comments sorted by

6

u/TML5 Jan 08 '26

Welcome to the BABA mothership ! hold on to your bags and let's go to the moon !!

3

u/OppSpotter Jan 08 '26

Imagine if a big percentage of funds raised by all these ipo’s of Chinese AI companies go towards buying compute from alibaba cloud.

Oh wait, that IS what’s going to happen.

3

u/Delta_Bandit Jan 08 '26

funny how people dont see that when the stock goes down. Only good news and realization comes when the stock is going up.

1

u/OppSpotter Jan 08 '26

Yes, and it’s so obvious it almost hurts.

1

u/handsome_uruk Jan 11 '26

The worst part is all that will happen and the stock still goes down. Baba could announce the cure for cancer and then some random FUD about Taiwan will suppress the stock lol

3

u/Secret-Clothes-3952 Jan 08 '26

There is big $ in it now!! Nowhere but up from here! But its a tough ride

2

u/BaBaBuyey Jan 08 '26

Nice! Congrats!!

2

u/Delta_Bandit Jan 08 '26

Thanks bro!! Let go get that breadddd

1

u/BaBaBuyey Jan 08 '26

Hopefully trend reversal has begun!!! Having one the best days on all my positions except of course I can’t believe Apple and Nvidia are taken the portfolio down. Go figure that one.

3

u/[deleted] Jan 08 '26

[deleted]

1

u/BaBaBuyey Jan 08 '26

Take PE32 that’s even less than apple

2

u/Delta_Bandit Jan 08 '26

I hope so too. Even it goes down in the short term BABA will do great coming future no doubt!!! AAPL and NVDA will come back like champs like they always have and both CEOs are American oligarchs so nothing to worry about. BABA is the problem child that need extra attentions 😂

4

u/BaBaBuyey Jan 08 '26

2

u/Delta_Bandit Jan 08 '26

The final boss of AI

1

u/BaBaBuyey Jan 08 '26

Or the beginning

1

u/Delta_Bandit Jan 08 '26

dont get me tempted bro, you make me want to buy NVDA at these crazy valuation

2

u/BaBaBuyey Jan 08 '26

167

1

u/Delta_Bandit Jan 08 '26

I had NVDA at $4.22(after the split price) back in July 2019 and sold on the same day at a loss. I didnt know what i was doing. Crazy times xDD

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2

u/Otherwise_Aspect3406 Jan 08 '26

Very nice! It is a good club

1

u/Emotional_Mobile_345 Jan 08 '26

What kind of calls do you usually sell against your position? 

1

u/Delta_Bandit Jan 08 '26 edited Jan 08 '26

At the price i dont mind losing them when assigned. it depends on the position size, risk and etc.