Monday 5 may

$TWTR and $GTAT
Short some twitter since last friday. Very curious how the stock is going to behave after the lockup expiration of approx. 450 million shares…Currently on the market there are 70 million shares… Some (20%) insiders already stated the would not sales (immediately) so let’s say that 50% of the shares are coming to the market within a few weeks..we’ll see…

$GTAT long GTAT again, tomorrow after market ER Q1, anticipating some news on the build out of the Merrimack factory.

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