NeutralMETAAMZNAmazonAmazonBABAAlibaba Group Holding LimitedAlibaba Group Holding LimitedGOOGLAlphabetAlphabetMSFTMicrosoftMicrosoft

1w ago on

Another tweep shrouded in anonymity who resides in the cheap seats and has never been on the playing field. Well MP - on THESTREETPRO where I have written a blog for 29 years I report my trades/investments (good or bad) in real time unlike the many in the business media that don't timestamp. You are obviously unaccustomed to the honesty that I and only a few others like @hedgeye @KeithMcCullough @HedgeyeDJ provide daily. Apology accepted (in advance) ... Here you go from @thestreetpro at 1040AM: Scaling Down * Sold all my $BABA $103.68 (+$5.64) * Eliminated hyperscaler longs: $AMZN $253.04 (+$12.69) $GOOGL $285.49 (+5.65) $MSFT $528.76  (+$6.85) $META $617.95 (+$2.96) Positions: None BY Doug Kass · Nov 2, 2026, 10:40 AM EST @KeithMcCullough

NeutralMETAAMZNAmazonAmazonBABAAlibaba Group Holding LimitedAlibaba Group Holding LimitedGOOGLAlphabetAlphabetMSFTMicrosoftMicrosoft

1w ago on

Scaling Down @thestreetpro I purchased a number of trading long rentals on the market "whoosh" lower on Friday. I sold all the positions today for a quick profit: * Sold all my $BABA $103.68 (+$5.64) * Eliminated hyperscaler longs: $AMZN $253.04 (+$12.69) (Purchased at $225.56 in the premarket on Friday morning!) $GOOGL $285.49 (+5.65) $MSFT $528.76  (+$6.85) $META $617.95 (+$2.96) The proximate reason for selling for a profit so swiftly was the divergence (and weakness) in memory and semis while the hyperscalers moved higher in the morning. Contrary to conventional wisdom, I go both long and short in seeking to generate excess returns @SeabreezeLP . Positions: None BY Doug Kass · Nov 2, 2026, 10:40 AM EST @tomkeene @business @annmarie @business @squawkbox @cnbcfastmoney @ cnbchalftime @guyadami @TheJudgeCNBC @carlquintanilla @SullyCNBC @saraeisen @whitneytilson @convertbond @peterboockvar @lisaabramowicz1 @ferrotv @andrewrsorkin @beckyquick @LanceRoberts