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Changing Things Up A Bit

Sold my BIDU shares, fortunate bounce back from earnings, despite what was a pretty terrible revenue number. I sold around 91.90 which I think is an ok long exit, I would not short this stock.

I also covered my 7000 share CRM short, this is a really tough stock to short despite it being quite overvalued. I still believe in shorting the cloud space, but CRM is the strongest name out there. I've rotated into a smaller cloud stock with an even loftier valuation. Shorted myself 5000 shares of WDAY.

Generally speaking, I am biased towards the short side, I don't really see people chasing the market up here.

Disclosure: I am short WDAY.

Additional disclosure: short 5000 shares of WDAY