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

$NVIDIA Corp(NVDA)$   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.

$ServiceNow(NOW)$ 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.

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

$NVIDIA(NVDA)$ 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.

$INTC 20260722 100.0 CALL$ Momentum lost, selling a 2DTE @ 100, fine with collect the premium to reduce avg cost or letting it get called away.  Would like to participate in the earnings report on Thursday tho. We'll see how it goes. 😊

$INTC 20260911 105.0 CALL$ breh what? I was supposed to roll it but I accidentally fat fingered the one click trade and closed it. 😂  Alls good as long as take profit => 80%

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

$ServiceNow(NOW)$ Increasing position size in software that would benefit from the advancement in AI.