$ASML CONDOR 260731 PUT 1350.0/PUT 1260.0/PUT 1450.0/PUT 1360.0$ Rolled while still profitable 

$Lumentum(LITE)$ Bought at dip

$Micron Technology(MU)$ Bought 1 as dip

$IREN Ltd(IREN)$ Bought the dip

$Oracle(ORCL)$ DRIP FEED

$DIA VERTICAL 260731 PUT 494.0/PUT 480.0$ Closed income loop

$META VERTICAL 260814 CALL 680.0/CALL 720.0$ Rolled lower for better premiums 

$MU VERTICAL 260731 CALL 1280.0/CALL 1150.0$ Rolled to get better premiums 

$MSFT 20260731 320.0 PUT$ Sold at profit

$Appian Corp(APPN)$ Sold at loss don't see this moving soon

$Apple(AAPL)$  Coin

$Tesla Motors(TSLA)$ Bought 5 shares 

$GOOG DIAGONAL 260821/260828 CALL 420.0/CALL 370.0$ Rolls farther and lower

$MSTR VERTICAL 260918 CALL 290.0/CALL 160.0$ Rolled up same expiry 

$NOW 20260731 82.0 PUT$ Sold for profit 

$IWM VERTICAL 260731 PUT 255.0/PUT 270.0$ Sold income

$TTD 20260724 20.0 CALL$ Closed at profit 

I think #3 best describes as the Capex has to be taken from the growth elsewhere and the Capex is essential even to maintain their position vis a vis others. But greater Capex needed to be the leader. The market has become such that they cannot fall back on Capex now.

$Vanguard S&P 500 ETF(VOO)$ DRIP into my portfolio 

$MU DIAGONAL 260731/260727 CALL 1280.0/CALL 1300.0$ Rolled Mu away and below