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Public Portfolio

David McDonough

Airbnb, Inc. Class A Common Stock

Sold all ABNB

ARK Autonomous Technology & Robotics ETF

Sold all ARKQ

Agora, Inc. American Depositary Shares

Sold all API

Block, Inc.

Sold all SQ

Global X Cloud Computing ETF

Sold all CLOU

Zoom Video Communications, Inc. Class A Common Stock

Sold all ZM

Virgin Galactic Holdings, Inc.

Sold all SPCE

Fastly, Inc.

Sold all FSLY

Amplitude, Inc. Class A Common Stock

Sold all AMPL

Peloton Interactive, Inc. Class A Common Stock

Sold all PTON

Viking Therapeutics, Inc

Sold all VKTX

aapl  240419c00200000

Bought AAPL $200 Calls

Apple Inc.

Bought 100000% more AAPL

nvda  230915c00280000

Nvidia Corp

Bought NVDA $280 Calls

nvda  230915c00300000

Bought NVDA $300 Calls

Microsoft Corp

Probably my largest/best earnings trade ever.... just wish I went bigger/bought calls $MSFT

![Image upload](https://cdn.commonstock.com/36e0d55af1b16502e64ae1a526b7c247f61ffd7a3669ec45a69e61f66460917d-2249x1468.png)

We're so back...

Bought 1407% more MSFT

Bought 720% more MSFT

Citigroup Inc.

The Charles Schwab Corporation

My first/best trade ever was buying $C in 2009 in the middle of the GFC at close to $1 per share.

I was super naive back then then but felt like it was a strong bank on fundamentals and I knew the gov't would never let it fail. **Today is very much NOT the GFC!** but I'm seeing market behavior that feels similar and figured I'd make a similar trade, for old time's sake.

Specifically, bank issues create a very scary narrative that tends to drive an overblown selloff.  $SCHW has pretty strong numbers and 80% insured deposits so I don't think the doomsday scenario is possible. When the dust settles - if it does - there might be a nice 10-20% gain to be had. It's a small/risky call that the U.S. will protect American confidence in banking at almost all costs. (that latter part doesn't seem like a risky bet).

Related: I know our system has plenty of flaws, but when we bring to bear the full weight of the United States Government to eliminate a threat or solve a critical problem, holy hell is it impressive to witness. Interesting behind the scenes look here:

(Also fascinating that gov't can be so inefficient in so many ways... and then have these small but critical pockets of unparalleled, ruthless hyper efficiency, like the military and financial protection)

Bought $SCHW: fear seems overblown (reminds me of fear in 2009 GFC)

New position in SCHW

Bought 8% more AAPL