Guess I'm adding TSM today.

EliteZags said:

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how do you plan to manage the underwater AMZN/GOOG

I have 5/29 AMZN 275 and 6/18 GOOG 380 that I don't want called

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I took profits from rolling all the "WATCH" I could and rolled INTC up to 6/18 $62.5 today. Might jump that one up towards the underlying price again in the next couple weeks. Then next up on the list to address for how ITM I am in that account are probably SMH, AMD, GOOGL, GLD. Pick one to start attacking and just roll the others to the same delta in the meantime. Then do the next one. Just have to be patient and try to never let it get under 20 DTE or so.

I would at minimum get that AMZN out to 6/18 275 personally. There will be a small premium from theta most likely. I'd go see what that's worth. Then I'd check 280. Can I move out 3 weeks and up $5 in strike for even money? If so and my goal is to protect from assignment, that is a deal I will take. If you want to spend some money to really protect it, see what it costs to go to 285, 290, 295 etc. and decide how bad you don't want to get assigned.

Edited to add I just checked the underlying on both and you're in fine shape IMO. A little bit in the money is ok, not a bad place to be IMO. Not very likely to be assigned but in a spot where rolling is going to be productive. I don't start to worry about assignment too much until my delta is getting north of like .93-.94.

****ing HII better come back in tomorrow. I'll be pissed missing it by $1.50.

ETA:
I won't hold my $310 offer after hours. I'll watch it in the AM.

Alright got several buy orders to catch the AMD dip.

Grabbed SMCI at 27.

And sold at 31.

Grabbed AMD at 340. Gonna hold from here and hope for the best tomorrow.

Looking pretty damn good.

AMD ripping up in Aftermarket so far

SMCI +15%

Trying to get to 34 on SMCI. At least that's what I put in to expire at 7.

sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

BucketofBalls99 said:

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sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

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Anyone's guess. Look what SNDK did the next day vs AH after earnings. Ultimate head fake.

As I recall, NVDA had a sizable 'pop and drop' after their Q4 report. Could see it going that way, but also the market is in euphoria right now, so it isn't something I'd bet on.

Hill08 said:

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BucketofBalls99 said:

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sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

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Anyone's guess. Look what SNDK did the next day vs AH after earnings. Ultimate head fake.

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Ok, ok….it looks like I'm prob going to be wrong. Dammit

Props to those who held it

BucketofBalls99 said:

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Hill08 said:

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BucketofBalls99 said:

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sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

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Anyone's guess. Look what SNDK did the next day vs AH after earnings. Ultimate head fake.

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Ok, ok….it looks like I'm prob going to be wrong. Dammit

Props to those who held it

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Still have about 65% waiting for the pullback. This is crazy….in a good way

AMD +15%

Heineken-Ashi said:

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Exiting the rest of WTTR.

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Thanks for the guidance!

Bought the crazy dip on anet

$koru Insane!

Anyone in ANET?

I went ahead and bought this dip just now. Everything looked good with them

Zgolf - sorry, just saw your post.

BucketofBalls99 said:

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Anyone in ANET?

I went ahead and bought this dip just now. Everything looked good with them

Zgolf - sorry, just saw your post.

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I have owned a number of shares since Dec. Been sort of a dog. Great numbers, but minus this run of late, not a big mover. It's just really hard for me to buy anything at these levels. Above my pay grade

BucketofBalls99 said:

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Anyone in ANET?

I went ahead and bought this dip just now. Everything looked good with them

Zgolf - sorry, just saw your post.

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I'm not planning to stay in it as best I can avoid it. Looking for a quick overreaction run up and back out. I've never held it, but done pretty well on swings the last couple years. These levels make me nervous, but it's already run up a bit since the big drop. I'll be content to sell back off at 160 plus

$AMD CEO ON SERVER CPU TAM DOUBLING TO $120B BY 2030

“Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion… pic.twitter.com/6vYFafgWb1

— Wall St Engine (@wallstengine) May 5, 2026

Now both $INTC and AMD are seeing the 1:1 configuration.

_$AMD: “In the past, the CPU-to-GPU ratio was primarily just as a host node in like a 1-to-4 or 1-to-8 configuration. Now [it is] changing and getting closer to a 1-to-1 configuration. You can even imagine if you get lots… https://t.co/c0qmlppyVv

— Aaron (@Aaronwei3n) May 5, 2026

I'd bet things stay pretty quiet until after Trump's visit to China next week.

BucketofBalls99 said:

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Anyone in ANET?

I went ahead and bought this dip just now. Everything looked good with them

Zgolf - sorry, just saw your post.

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I've was an ANET investor years back. I'm in the IT industry and have seen the growth of Arista...especially in the Enterprise. The networking space is very competitive in the enterprise, and especially in the hyperscalers since the big boys just want the networking chips and they make their own networking products.

You buying more today after this bigger dip?

BucketofBalls99 said:

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sports said:

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AMD ripping up in Aftermarket so far

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Think it will lose the pop come tomorrow

Could be that I'm hoping for a good entry

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not losing the pop in the pre-market

Oh by the way the war is over. Leaking before the market opens. Wish I didn't sell my UDOW shares yesterday….

Edit - I'm sorry it's a memo saying we are close…. Can't make it up anymore

QCOM