Key insights
- The post reflects bullish sentiment towards semiconductor, storage, and MAG7 stocks, with specific call option positions in SNDK, WDC, and GOOGL. The author is considering adding shares or deep ITM calls in BE, AVGO, INTC, or AMD, potentially waiting for a pullback in AVGO and INTC based on CNBC's reporting. This indicates continued positive outlook, but the impact is limited to sentiment.
I'd like to limit this post's audience to semi/storage/MAG7 bulls only (no need to mention "why buys these at ATH?!" etc.).
What are your current plays/setups? I personally hold SNDK 1000c and WDC 350c, both for 1/15/2027, and GOOGL 325c for 8/21 (for after the next earnings, although it's gonna hit $400 soon).
I'm planning to snatch some additional shares or deep ITM calls for: BE, AVGO, INTC or AMD.
According to CNBC (not sure what are the other reliable stock market news providers, I'm new to these), a good entry point for AVGO would be $360-$370 and for INTC $60-$65, because the stock is arguably overextended.
Do you wait for any of these four stocks to cool off before buying or do you think that some of these, like BE perhaps?, are worth buying even at these levels?