$Micron Technology(MU)$ Taking some off to keep portfolio structure, will buy em back if/on a pull back.

$INTC 20260821 95.0 PUT$ Definitely an overeation to bonds news, let's wait to acquire to catch the rotation or take profit => 80%

$CBRS 20260814 215.0 PUT$ Just a 0DTE trade. Not too high or low risk at current price after an overdone earnings report drop.

$NOW 20260821 118.0 PUT$ Rotation from software back to memory and storage. NOW is still one of the most important AI software tightly woven in many businesses and companies. Rotations will happen again and software is long undervalued. 4 DTE to a acquire or take profit =>80%

$NVIDIA Corp(NVDA)$   NVDIA is a long term hold for me. My target price is about $1200. Their earnings shown a growth of about 8%. However, Nvidia is making a China Complaint chip for the China Market that is said to launch this year, I can only see more growth ahead unless there's a change in future news. I will continue to sell calls and puts to optimise RoR. Their graphics and data center side still strong as usual.  I was expecting a +-15% change after earnings report and its currently up 8% after market, It's a good report and I'll get to keep the premiums from my strangle. Wouldn't mind buying more at 545 or selling at 940 (highly unlikely by this week).  $NVDA STRANGLE 240223 PUT 545.0/CALL 940.

$NOW 20260821 118.0 PUT$ Rotation back to software not as expected, will take profit here and find a trade for a rotation back to chips/memory.

$ServiceNow(NOW)$ First software position after the saspocalypse, not sure when it's gonna end but this name is looking real attractive. Fundamentals and technicals are both in line. Will slowly build up position. Many think AI would take over. However, from what I see, most companies would not self run AI, they would subscribe/pay a company to run/integrate AI into their workflow and servicenow seems to be in the right spot. Just a thought. Companies will always need someone to blame when something happens, they will not run their own AI, especially healthcare.

$NVIDIA(NVDA)$ Add a little more to my position for the long run, Forward PE and other technicals shows it could double, but doubling the market cap to 10T would be crazy. Let's see how it goes and watch for any signs of reversal due to lack of AI ROIs etc.

$Micron Technology(MU)$ Small trim here, wait for a pull back once earnings has stabilized to buy back in. Or, allocate to undervalued stock if MU continues to run.

$Micron Technology(MU)$ half buy back from previous risk off. full risk off buy back if it falls further.