An RDDT short and a staged AVGO long carried the morning
The desk opened with a short into an overnight gap-up and closed the position in full on a fast push rather than argue with it, then spent the middle of the session building a semiconductor long in pieces — a deliberately small starter after having to chase the level, planned adds below, and profit taken a third at a time on the way up. Elsewhere the desk was shaken out of two tight-stop longs in the same name before the third attempt worked and was scaled out. A chip long got scaled at the first target, then held for a higher band that never arrived and gave the remainder back at break even.
In edit
The recap is being cut now.
1h 14m of live session, coming down to the parts worth your time. It appears on this page when it is ready, and the link you already have will keep working.
The morning in figures
Net points are per share. Apply your own size to get your own number: at 1,000 shares, 3.25 points is $3,250.00. At 100 shares it is $325.00. At one share it is $3.25. The desk publishes the move, not a dollar result, because the dollars depend entirely on how you size, and that is your decision rather than ours.
Every trade called that morning
Losers included. Rows with more than one leg were scaled out; open any row to see each exit.