NVDA: collected premiums in full for these cash secured puts when it expired worthless on Fri 13th Dec.
NVDA had been seeings sighs of fatigue on its rise and is consolidating at lower levels for now. Business and demand remained intact and very bullish.
potential regulatory with the US and Chinese authorities remained a drag but I think wont be of significance if everyone else want to get their hands on their latest chips.
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Expectation of demand rising, just uncertainty in the CN market… that’s still around 10%+ of their earnings
agree,nvda's demand remains bullish. Excited to see where it goes next!