$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position
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 $Micron Technology(MU)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$