Green Thumb Industries Stock (GTBIF)

* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …

Here are today’s things: * Re-shorted indices — $SPY at $748.84 and $QQQ at $722.33. * Added to $GRNY short at $27.87 — moved to large sized. * Shorted $JPM $337.81 and $C at $142.90. * Added to $MSOS at $4.77 and selected individual cannabis shares — $TRLV, $VRNOD, $GTBIF and $GLAS. Position: Long MSOS (M), TRLV (S), VRNOD …

Here are today’s things: * Added aggressively (again) to cannabis: $VRNOD at $5.35, $GLASF at $11.80, $GTBIF at $7.12, $TRLV at $8.06 and $MSOS at $4.43. * Shorted more $JOET at $45.33. * Repurchased consumer staples: $KMB at $105.15, $KO at $81.01, $PG at $151.37 and $PEP at $142.01. Position: Long MSOS (L), GLASF (S), GTBIF (S), …

Here are today’s things: * Covered 1/2 of my $SPCX short at $153.85. * Covered brokerage shorts in $MS at $222.51 and $GS at $1,080.90. * Covered tech shorts: $DRAM at $70.26, $SNDK at $2,051 and $MU at $1,099. * Covered $IWM short at $293.33. * Added to cannabis longs: $MSOS at $4.50, $GTBIF at $7.28, $TRLV …

Here are today’s things: * Shorted $SPY at $749.07 and $QQQ at $743.67 — covered SPY at $744.80 and QQQ at $737.99. * Added to $JOET short at $45.64 and $GRNY short at $27.63. * Shorted a package of high-beta tech. * Shorted more $MS at $227.32. * Shorted more $IWM at $297.07. * Added to longs $MSOS at $4.76, …