Replies to post #14533 on Viewer's Choice

[littlejohn]

closed out on the SDOW shares and

held some cheap 16 calls...

Aapl plunging margins in China news

helped boost that one...

less is more...

small bet on NVDA put today,

NVDA still seems to have a recent gap

day from about $830,

SMCI still seems to have a recent gap

day from about $760...

AMD has been riding their big coat tails up...

IF growth slows, P/Es are supposed to drop,

not keep increasing...

Who doesn't expect good earnings from NVDA

on Wednesday and have it priced in yet?...


So we watch...LJ