$AVGO 20260918 340.0 PUT$ Took profit Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $23,857
ARKK Investment Tracker position change: Increased position in Veracyte by 656 shares, the number of shares held increased 0.065% compared to the previous period and now represents 0.71% of the total position.
ARKK Investment Tracker position change: Increased position in SoFi Technologies Inc. by 2,854 shares, the number of shares held increased 0.13% compared to the previous period and now represents 0.67% of the total position.
ARKK Investment Tracker position change: Increased position in Pacific Biosciences of California by 16,392 shares, the number of shares held increased 0.13% compared to the previous period and now represents 0.25% of the total position.
$Direxion Daily MU Bull 2X Shares(MUU)$ I'm continuing to average down my position in $MUU because I believe the recent correction has pushed the 2x Micron ETF much closer to a potential bottoming zone. The selloff has been painful, especially given MUU's leverage, but I see it more as a valuation reset than a breakdown in the underlying Micron story. Micron recently reported record fiscal Q3 revenue of $41.46 billion and guided for another record $50 billion in fiscal Q4 revenue, showing that the fundamental earnings momentum remains exceptionally strong. The second reason I'm staying bullish is the structural AI-driven demand for memory. HBM, DRAM and NAND remain critical to the AI infrastructure buildout, while Micron has already started hi