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Posted
20 minutes ago, brobro777 said:

Ah well I'll always be a coward

 

Covered all MU and SKHY

 

Went long NQ futures

 

 

Glad to have you on this forum - you don't seem like the typical CoBF Value guy - I think the diversity is good, so not too echo-chamber-y.  Congrats on the Semi Shorts!

 

 

Posted

I bought PYPL DEC 2028 $90 Calls. Not a lot. 0.25% of portfolio. My base case is that PYPL isn't gonna get bought out at the current price and will climb to $100 by then.  Earnigns seem to support this. 

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