Replies to post #343247 on Zeev's Turnips Patch-No Politics (ZEEV)

[Stock]

RtS, I was thinking of a put/call straddle right before INTC reports on SMH or AMAT or KLAC.

My personal opinion is we get a semiconductor rally into January options expiry -- it will be the bull play of the year if INTC beats... semis are so beaten down, and if there is a last bull leg up left in the Nazzy, semis will have to lead it...