frommi

Whats your target price for SOXX in the next 3 months? These options look very expensive to me.

In the past few days i am thinking about how the digital euro (not wero) will change payments in europe and i can't see how MA&V +european banks aren't the losers of this. Why is this not priced into these companies today? Every merchant will try to get customers with bonus systems to switch over like it worked in Brazil and India and every merchant+bank will be forced to use/offer it. The merchant payment processors doesn't seem to be impacted because they can still earn their fees. Just Ayden will lose its interchange fee because it is also the bank, so overall i think that Ayden will probably lose the most of all the merchant payment processors in europe because for a merchant than the fees aren't material different to other payment processors?

No, i dont think thats likely. But its still cheap and the EPS will expand this year because the USD weakness has hidden some of the operational power (25% operating income growth this year). And 10-20% growth with a 3.4% dividend yield is always nice to have. Theres a thread about it.

more Adobe.

It is the largest component of IGV and i believe the whole ETF is shorted regardless of whats in it or at what valuation the stocks are, to buy more semi stocks. That trade will implode sooner or later.

Sold MDLZ,NOMD, DOM. I want to lean more into high growth stocks with great balance sheet and really great businesses in the future.

more Karelia Tobacco.

Looks like it was delayed to next week

Yes its liquid. Option strikes closer to the current price have a higher delta so they move less on volatity and more on the real price of the underlying. If you chose an option strike far out of the money, say 300$ in this example when vola is high like today for Adobe they are more expensive, so its quite possible that the stock moves up, but the option price doesnt move at all because volatility moves down. Thats why i typically chose ATM options. But when vola is very low it can make sense to go further out on the strike.

Just to try it again. We are ready in the SPY to move down another 40 points.

bought some Adobe Leap Calls 2028, 220 strike.

No, because it has no "real" intelligence. To me this is fake or simulated intelligence. But that doesn't mean it can't produce working software. This article is spot on: https://geohot.github.io/blog/jekyll/update/2026/05/24/the-eternal-sloptember.html

Its still faster than writing it by hand. Especially for test code its really good, because the quality is not that important.

Whoever still doesn't believe me

If you hear loud music all the time maybe you should relocate?