Cloud Kings

For the month of February 2020,

Portfolio…YTD…m/m
Option… -2.1%…-10.6% :sob:
AAPL… -9.0%…-12.0% :face_with_symbols_over_mouth:
Cloud… +19.4%…1.8% :smile:
Index_… -9.3%… -8.3% :sob:

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I had YTD 70% (Last Thursday mainly BYND LEAP calls), but buying earlier than today resulted some loss, final YTD is 40% as of date !

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Cramer fans, here’s the new gospel from God himself:

Cramer’s picks:

Adobe

Chegg

Salesforce.com

VMware

Zoom Video

Livongo Health

Crowdstrike

Veeva Systems

Datadog

ServiceNow

Atlassian

DocuSign

Fastly

Dynatrace

Zscaler

Dropbox

Wix.com

Short them all

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Since his recommendation, mooning. @manch has quite a number of the tickers :joy:

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Zen still can fetch so much? Good for growth stocks. I view this putting a base price for growth stocks.