2026.7.7 Check-in #实盘

Selling puts to build a position—day 26 #OptionsExpiry

Total capital: 39852u Unrealized P/L: -41u

Action: Closed $BTC option contract, lost 25u. Bought 8000u at a price of 62000u—it still feels a bit risky, so I’ll go flat for now and keep waiting.

Current position: none

The results for today’s Hong Kong stock IPO lottery were announced: I won 7 lots of Luxshare Precision, 1 lot of SANYUAN, and 1 lot of Pu Yuan Dian (普源精电).
The after-hours (dark pool) trading will start tomorrow at 4:15 PM.

Yesterday I won 5 lots of MOMENTA, 1 lot of Ruiwei (瑞为技术), and 1 lot of Yikong Intelligent Driving (易控智驾).
I haven’t sold yet, so I don’t know how the first day will turn out tomorrow.

If you also got allocation, feel free to chat.

Follow me—real-time records of how I can get through market cycles with a small account!