Another High, But Staying Cautious [19 Sep 2025]
Another High, But Staying Cautious – Adding ANET* (19 Sep 2025)
Another day, another high – but I’ll admit, I’m feeling conflicted. The uptrend is still strong, with small caps joining the rally, semiconductors leading, and risk appetite holding up. But with September’s triple witching, seasonal headwinds, and some timing signals turning bearish into next week, I’m leaning more cautious.
I also felt a bit of FOMO today. OUST ripped 13.5% after I’d been watching it for days without pulling the trigger. Missing a move like that stings, but the key is to refocus — there will always be more opportunities ahead.
For now, I’m adding exposure with ANET, but I’m not pressing bets aggressively. Selectivity matters here.
$ANET Vertical 251017 140C/155C$
Call Debit Spread
This risk-defined play gives bullish exposure while keeping the cost contained, leaning on recent support to hold.
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