Subject: Re: OT: Activision
'Since there is still a 5.5% gap to close between yesterdays close and the 95 buyout, Im wondering why I wouldnt add here. The IRR would be very high. And the thinking goes that if somehow the deal was postponed, ATVI would rerate higher anyway, and MSFT would have to sweeten the deal.'

Agree. I also took a small work out position @89.65. FTC and Khan need to settle down imo as it seems more about ideology than authentic concern and consumer protection.

My recent buys have been DG and added to OXY & CVX last month. NKE is on my radar at this level but patience required. Recent AI hype seems intense- who knows who the real winners will ultimately be so that category is filed in my too hard pile.