$MU 20260522 585.0 PUT$ take this loss and cut losses. it was a trade I shouldn't have opened. lesson learnt 😂 

$MU 20260522 590.0 PUT$ Take profit from the swing, will look to sell another.

$MU 20260522 585.0 PUT$ convert short put into a vertical for risk management.

$MU 20260522 590.0 PUT$ Get more if it drops to 20MA, 590.

$Micron Technology(MU)$ buy back of the 4 shares I sold last week.

$ServiceNow(NOW)$ 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.

$Micron Technology(MU)$ With the uncertainty in geopolitics raising and oil pushing up once again and overall market in what I would consider as "overextended" range.  I have decided to trim my position in MU to reduce risk, leaving the core position to continue running if it raises and buy back in if it falls.

$NET 20260618 160.0 PUT$ $NET 20260618 160.0 PUT$  Selling a put here at 160 strike, it's a good support and price to get in if i do get assigned. Cloudflare I still a huge player/backbone of the internet.

$AMD 20260618 260.0 PUT$ With 43 DTE and already at 73.05% gains. Closing to lock in and free up capital/margin. Looking for the next trade.

$Vertiv Holdings LLC(VRT)$ Chips are so hot at the moment, they definitely require adequate cooling to function. Required for AI, datacenters and probably cooling of future energy reactors etc. Will slowly build this position by DCA.

$NVIDIA(NVDA)$ 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.

$RIOT 20260508 17.5 PUT$ Take a small profit as strength seems to be fading, will sell again into the fade.

$AMD 20260618 260.0 PUT$ Collect some premium if it spikes after earnings tomorrow, or buy at a 20% discount if it falls. [Shy]  

$RIOT 20260508 17.5 PUT$ Rebuild position after it was called away previously.  Interested in their Bitcoin to energy transition.

$Exxon Mobil(XOM)$ After today's earnings report, it's actually at an attractive price now. Will start building a core energy position over time.

$QQQ 20260508 645.0 PUT$ $QQQ 20260508 645.0 PUT$ Hedge closed, earnings were strong, market data was good. A small loss for a peace of mind was worth it. 👍

$RIOT 20260501 17.0 PUT$ take profit before earnings report, reopen short put at lower strike if it drops after earnings, allow position to run if it raises.

$MU 20260501 430.0 PUT$ lock in gains before the volatile night.

$QQQ 20260508 645.0 PUT$ just a small hedge for fed decision at 2am later and the earnings report of 4 out of 7 of the mag 7 post market today.