angeldevil
angeldevil
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$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position
$MSFT 20260515 395.0 PUT$ msft is one of the AI industry winner 
i think throughout 2026 is confirm beat earnings record as Mag 7 expenditure is huge. However 2027 can Mag 7 maintain its spending is questionable.  So invest on micron/storage should be short term or atleast not all in 1 basket  $Micron Technology(MU)$  $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  

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