$TSM VERTICAL 261030 PUT 390.0/PUT 395.0$ I take this pullback to add position in TSM. It has been in tight price range for weeks, and really have strong fundamentals ( ROI 35%, net profit 51%) . It's almost a monopoly - NVDA, AMD, AVGO, AAPL, Quallcom and other comes to TSM to build their chips.

$NVDA VERTICAL 261030 PUT 205.0/PUT 200.0$ Taking advantage of the pullback in chip stocks. NVDA is by far the best in fundamentals, reported great earning results and promising guidance that is well received by analysts. It also have a better looking chart (vs AVGO, MRVL), currently.

$NVDA 20261030 195.0 PUT$ NVDA still the AI king with unstoppable triple digit revenue growth and excellent high margin. Still a great stock to own and accumulate.

$Microsoft(MSFT)$ keeping high hope to a fundamentally strong tech stock.

$ETHA 20280121 28.0 PUT$  

$TQQQ CALENDAR 261002/261030 PUT 65.0/PUT 65.0$ Reached 50% profit and taking it. Rolling for another 28 days to collect more premium.

$TQQQ CALENDAR 260925/261030 PUT 65.0/PUT 65.0$ With just 25 days left before expiration, decided to take the 50% profit and roll for another month to collect higher premium.

$GOOGL CALENDAR 261002/261120 PUT 315.0/PUT 315.0$ Reached 50% profit with 21 DTE left. Decided to roll for another 1.5 months for more premium. How can you not be bullish if a first world sovereign country is accumulating GOOGL in its investment portfolio?

$TSM 20261016 360.0 PUT$ Reached 80% profit, so good to take it even there is 35 DTE left. Redeploy capital.

$AVGO 20261023 325.0 PUT$ Taking advantage of AVGO pullback after their earning call (analyst expect higher guidance). One of the forefront of AI theme along with NVDA and AMD. At current price of $362, it's 44% discounted from it's fair value of $650. It has wide and stable moat, and with 5 star Morningstar Rating.Its a steal, even more I'm collecting premium while waiting at my target price.

$SLV 20261016 54.0 PUT$ Taking 55% profit, with 37 days left before expiration. Redeploying capital to more lucrative and fundamentally good stock that is pulling back today, TSM.

$BE VERTICAL 261002 PUT 195.0/PUT 190.0$ BE shoot up 9% today, and so even there is 24 days left and profit at 84% (potentially can still go up), decided to take it as it's like winning bingo today. Will look for new opportunity for capital optimization.

$TSM 20261016 360.0 PUT$ Finally TSM bringing money!

$Microsoft(MSFT)$ Regretting not selling at $517 on Aug 28 or at $515 on Sept 3 [Facepalm]  I could hav just sold another put and making new set of income now, and seating on a pile of cash.

thanks for the recognition and prize 🏆