Reilly David

Newb Trader for SMB Capital, alum of the University of Virginia, and Former NLHE Cash Game Grinder

[Reilly David @anon2kplo]

@aRobotNamedSnax end of the road with the shorts was when drawdown in smallcap shorts at the end of may caused me to size down MRVL D2 blowoff short. Sizing down there cost more $ than I made on smallcaps the last 6 months

[Reilly David @anon2kplo]

@aRobotNamedSnax I've just been sucking this year. Smallcaps were around 20% of my year this year and are less than 5% so far this year. I have insane variance and have been enjoying trading a lot more now that I do not have fomo about missing 5 fades every day

[Reilly David @anon2kplo]

@aRobotNamedSnax Definitely useful. Thankfully, I'm staying smallcap sober...

[Reilly David @anon2kplo]

@shortisnteasy I'm just proud at not getting run tf over yesterday. I was insanely convicted oh my goodness

[Reilly David @anon2kplo]

Thought SPCX was A grade overextension short for ADF. Was wrong and lost $. Probably will try again tomorrow on a gap up as is my duty

[Reilly David @anon2kplo]

@SqueezeMetrics Never considered this. Interesting food for thought

[Reilly David @anon2kplo]

@SmallCapSmarts Stopping trading D1s has led to a material increase in my quality of life

[Reilly David @anon2kplo]

@TradetheMatrix1 Soft unlock today on all the shares when deep ITM holders are suddenly able to hedge with puts

[Reilly David @anon2kplo]

@TheShortBear Is it not just CRCL replication?

[Reilly David @anon2kplo]

@SmallCapSmarts A/A+ parabolic short op today. If I lose, sadness

[Reilly David @anon2kplo]

@SmallCapSmarts 1. Buy open print with mega leverage as a scalp
2. fade the opening drive if it gets silly
3. Gapper if strong close
4. All sorts of tape trades if that's your thing

[Reilly David @anon2kplo]

@deterrence2020 Legit just curious. I was a american ring fenced bumhunter, so im always interested in stories from people who are actually good at the game

[Reilly David @anon2kplo]

@itsjjsimon If you were really serious, you would have switched your major to religious studies, so you could have more time to grind pio

[Reilly David @anon2kplo]

@Valckrie or a suggestion that the narrative is shifting towards higher rates

[Reilly David @anon2kplo]

@TRLM $188.88

[Ariel Hernandez @RealSimpleAriel]

$AMAT $ASML $KLAC $LRCX $INTC $MRVL $ALAB $ALCS $MCHP $CBRS $MU $SNDK $ICHR $COHU $FORM $ONTO There are already several names in the semi bucket right against or above Fridays highs. Important group worth watching.

[Reilly David @anon2kplo]

@peterkto Dude on the right. I'm sure making money today is entirely unrelated. I'd never let my self worth get tied to my trading results like some anxious chump