$Taiwan Semiconductor Manufacturing(TSM)$ Holding on as profits rises and inventory driven. Looking at 365 range for now before deciding. Have a couple of short puts on it as well.
$Intel(INTC)$ Intel fans. Hold on and await the furthur growth. Somehow past fair value now but skys the limit as this old school trending up. Will take off some profits.
$Alphabet(GOOGL)$ Sold some and locked in a bit of profits last year. will hold some of the remaining for Alphabets long term growth. Hold. more rewards than risk.
$TTD 20260220 30.0 PUT$ sell a put for TTD. facing a lot competition from giants Amazon and Google etc. losing revenue from Netflix so i would like to get some.