$NET 20260618 160.0 PUT$ $NET 20260618 160.0 PUT$ Selling a put here at 160 strike, it's a good support and price to get in if i do get assigned. Cloudflare I still a huge player/backbone of the internet.
$Vertiv Holdings LLC(VRT)$ Chips are so hot at the moment, they definitely require adequate cooling to function. Required for AI, datacenters and probably cooling of future energy reactors etc. Will slowly build this position by DCA.
$NVIDIA(NVDA)$ Add a little more to my position for the long run, Forward PE and other technicals shows it could double, but doubling the market cap to 10T would be crazy. Let's see how it goes and watch for any signs of reversal due to lack of AI ROIs etc.
$RIOT 20260501 17.0 PUT$ take profit before earnings report, reopen short put at lower strike if it drops after earnings, allow position to run if it raises.
$Straits Times Index(STI.SI)$ Retail sales is calculated in monetary value and not number of product sales. So, this doesn't mean consumer demand/confidence has increased. Let's say price rose by 5% and people bought the same amount of stuff, that would also be shown as a 5% increase in retail sales. Talking to people in retail, looking at published data and just looking around outside and how prices have increased, this seems to be the case. What do you guys think?