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So here's the thread on Huawei I promised yesterday. It seems Huawei is using social media black ops tactics to try to convince policy-makers in Belgium that it can be trusted to build 5G networks. \U0001f928 pic.twitter.com/noZKM13RuD
— Michiel van Hulten (@mvanhulten) December 22, 2020
Mike Bai, the "President of Strategy Marketing Western Europe" for Huawei doubled down and tagged me and the organisations listed in my profile in a promoted (!) tweet. It's still doing the rounds now.
But who is Mike Bai? An analysis of his Twitter account by Botometer rates him a dubious 2.2/5 (by comparison, I rate 0.4, where 0 is best). @villaraco points out that he gained 800K followers in 9 months: https://t.co/YfoVaVNq2y
Totally agree. Seems like a total fake account. For a person with 800k followers with an account created in only 9 months ago, one would expect that it would be a very important or famous person. But a news search with his name is rather disappointing.
— Javier Villaraco \U0001f3f3\ufe0f\u200d\U0001f308 (@villaraco) December 22, 2020
Bai's sudden and massive online presence for Huawei started at the exact same time as the fake ecosystem of blogs and websites started being built, in March 2020. I can find no job history for him pre-Huawei, starting in March of this year.
I did find another (?) Mike Bai. The other Mike Bai authored a blog that posts Chinese state propaganda about things like the Covid-19 outbreak not originating in China. I won't link to the blog as not 100% sure it's same person, but here's a screenshot of part of the text.
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Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
I am quite different from your style. I follow the market's volatility very closely. I have mock positions in 7-8 different strategies which allows me to stay connected. Whichever gives best profit is usually the one i trade in.
— Sarang Sood (@SarangSood) August 13, 2019
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
Anilji most of the time these days Theta only falls when market moves. So the Theta actually falls where market has moved to, not where our position was in the first place. By shifting we can come close to capturing the Theta fall but not always.
— Sarang Sood (@SarangSood) June 24, 2019
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
This week has been great so far. The main aim is to be in the right side of the volatility, rest the market will reward.
— Sarang Sood (@SarangSood) July 3, 2019
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
There is a difference between theta decay & fall in vega. Decay is certain but there is no guaranteed profit as delta moves can increase cost. Fall in vega on the other hand is backed by a powerful force that sells options and gives handsome returns. Our job is to identify them.
— Sarang Sood (@SarangSood) February 12, 2020