Micron Tech Commentator
Total Assets$Micron Tech(MU.US)$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)According to my plan, continue to deleverage tonight, keep option positions below 10%, and hold another 30% in cash. Big tech earnings next week could be very volatile, hopefully we can land safely. Both TSMC and Micron have over-delivered. Micron captured all the gains, while I sold TSMC too early.
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