IKN

a consummation devoutly to be wish'd

AZC and HBM

I’m surprised how little HBM dropped at the open (~5%). AZC got a nice pop though and the market is obviously assuming that yesterday’s bid isn’t going to be the final take out price. I’m leaving this one alone for the time being, either stock, long or short. There are a lot of moving parts and several ways it can pan out.

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