I'd like to limit this post's audience to semi/storage/MAG7 bulls only (no need to mention "why buys these at ATH?!" etc.).
What are your current plays/setups? I personally hold SNDK 1000c and WDC 350c, both for 1/15/2027, and GOOGL 325c for 8/21 (for after the next earnings, although it's gonna hit $400 soon).
I'm planning to snatch some additional shares or deep ITM calls for: BE, AVGO, INTC or AMD.
According to CNBC (not sure what are the other reliable stock market news providers, I'm new to these), a good entry point for AVGO would be $360-$370 and for INTC $60-$65, because the stock is arguably overextended.
Do you wait for any of these four stocks to cool off before buying or do you think that some of these, like BE perhaps?, are worth buying even at these levels?
For semi/storage/MAG7 bulls ONLY – what are your current setups?
byu/JustCan6425 instocks
Posted by JustCan6425
2 Comments
Currently like 80:20 Intel:Google with some further now deep ITM intel calls. I’ve been playing these two since the start of last year and just adjusting my positioning between them accordingly.
Yes intel just had an amazing run but they’re still worth less than AMD and 1/10 of Nvidia and have a lot of potential positive catalyst over the next couple years.
In general I think CPUs will scale out faster than GPUs/HBM going forward but that’s a conversation in itself.
I keep buying Microsoft, the mags always kept keeping up after each other, if not then oh well, I’ll baghold the next IBM for a bit I guess.