$Walt Disney(DIS)$ My top posi

$Walt Disney(DIS)$ My top position right now. I'm about 50% stock and covered calls, plus I'm in with some July ITM and longer-dated OTM calls. I've also started selling short recently, it feels too easy at these levels given the uncertainty around PSKY.

$Alibaba(BABA)$ is getting back to more reasonable near-term levels again, though I'd likely add more if it returns to the 108-110 range.

$Oracle(ORCL)$ is back down to where I thought it might go. I think they might push it a bit lower still, but I'll probably get back in soon.

RDW... honestly, I really dislike how they've executed and structured the company. That said, I don't believe the management team are complete idiots. I think they'll eventually get through their development programs and find a way to profit. I'll probably re-enter this week and pick up some long calls once the Greeks look a bit more attractive.

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