Also short GFS (thanks phalm) and the PTEN puts are doing well, Added a short on BZH which might be a swing but its too soon to tell. Did not have time unfortunately to add any technology long because friends just came in from the Bahamas for lunch and we're cruising to have lunch at a local hotel so I won't be able to update probably the rest of the session.
MERQ looks like a lovely put play here with a target probably to 30 and CYMI also would have been a better choice than hanging on to 25% of the XLNX short.
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