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Made some okay investments - Thought someone may be interested?
Trade failure - Havent recieved money from selling 24 shares of LRCX. Please help.
Comeback so close. $TSM, $LRCX, $AMZN are my road to a better life
Lam (LRCX) light valuation: solid fundamentals, seems to be trading around intrinsic value
Help! AMAT / LRCX / KLAC- Which are good for the long term?
Big week coming here are my positions and thoughts
7 tech stocks that are most worthy of "cheap": Micron's forward price-earnings ratio is only 5.8 times
Most "good" stocks beat VTI over 5 or more years.
People who invested in commodities before the crash started this year, how did you realize it was the right time? Did you also have investments in tech before the crash? Did you sell them off before investing in commodities? Which commodity etfs/stock would you recommend to cope with stagflation?
AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
Managed to sell some LRCX puts at juuuust the right time.
Watchlist: US companies reporting this week
Great buying opportunities despite being down as much as $14k this morning . . .
Earnings season kicks off this week for chip stocks such as ASML, which could see increased volatility.Will chip stocks see a rally this week?
Cash in on Pelosi and the CHIPS and FABS Acts
Cash in on Pelosi and the CHIPS and FABS Acts
Premarket . . . Ready for take off (LRCX, BA, ATVI).
Why do some stocks with apparently strong fundamentals move sideways for years while others take off?
Long LRCX - Jan 2024 Calls $560 Strike Price - YOLO
Into the end of 2nd year of my investing career, I seek more guidance/advice from you.
Why I think people are sleeping on semiconductor tooling manufacturers.
Any chances $LRCX beats US$ 700 tomorrow? I think I am going to call it a loss.
Looking for "Chip Shortage" buys? Here are the companies that make the things that make the chips! ASML , AMAT , LRCX , KLAC
Why does Google finance show earnings beats and misses before the quarters? Example LRCX?
LRCX is the semiconductor play for 2021-2022
Ok I'm selling all my tech stocks. What stocks should I buy?
The growth/value rotation really takes hold over the next 1-3 months, with most cyclically sensitive names getting hit and inflationary/industrial/energy names showing relative strength.
After a long time . 10X and 8X on the same day . Thank you AMD and LRCX
Mentions
Lol that’s delusional. You could see the put stacking for OPEX 2 weeks out at 6500. They will move the market to where they want it to go. There were huge unusual puts that came in 2 weeks ago, and they weren’t hedges, for TSM, AMD, Micron, LRCX, Oklo, and Sandisk. Yes the price went up after they purchased them, but they didn’t care. Here’s an example. These were purchased 3 weeks ago. TSM went up $10 and this institution never exited their position. Then suddenly boom, “ai crash” (manufactured fake fear brought on by planned selling lmao). https://preview.redd.it/6uv9d6m93v2g1.jpeg?width=1179&format=pjpg&auto=webp&s=3d63400abcf99457fb3c475a3dec518ce4238e10
That's the only event I could find, but I wouldn't have expected it to boost AMAT and take down LRCX...
LRCX down 3% on a day when tech is up--not sure why... Buy the dip?
My bad. I do fully expect a down cycle at some point but there isn’t going to be some catastrophic meltdown where these stocks trade sideways for a decade. Any time i see LRCX with a PE under 20 I’m going to load up on leaps 2 years out.
The market wasn't pricing LRCX, TSM, AMAT to only 2x in 5 years lol
There is no AI bubble. I work for a major VAR and it’s all anyone is talking about. We (the engineers) are all using it daily for our jobs. Almost all of my colleagues have side projects we are working on trying to figure out what kind of crazy shit we can do with it. Our customers bring it up in every meeting. The manufacturers are all scrambling to integrate these solutions into their products. Some of them are going to be successful and will leap frog their competitors. Data center capacity is growing at insane rates. The amount of power it takes to power one rack is going to exceed what we used to spec for an entire data center. It’s going to be volatile for companies like mine and for the manufacturers and for the software companies. Chip demand will ebb and flow a bit but it isn’t going to come crashing down. LRCX, TSM, AMAT are the safest long term plays. They will pull back at some point here but are going to 2x from today’s highs in 5 years. NVDA and AMD will be much more volatile. Every major pullback is a buying opportunity. tl;dr All the news from the past few weeks is to scare you into selling before the next run to ATH’s.
Sold some puts on MO and PFE. Sold 14dte calls against my Dec NVDA calls. Tried to do the same on LRCX and missed my fill. Not chasing, hoping for another bounce this afternoon. Entered GTC sell orders on MU. 1/3 at $280 1/3 at $304 1/3 at $324
Yes you can lose a lot of money this way but it’s the only way I know how to make money. For example… I put down $56,000 on LRCX leaps back in August and September of 2024 when my account was at $171k. It was a big move. But the PE was around 17-18 at the time (15 seems to be a solid floor) and this is Lam Fucking Research here. Things looked bleak back in April but knew it was only a matter of time before it took off again. Just when I was looking to roll my contracts it started to run. I’ve sold 75% of the position for an $80,000 profit and I’m probably going to execute the remaining 5 contracts in January and start selling calls on my shares. Eventually (probably around PE 40) it will come back down to earth. When the multiple hits 20 I’ll start to average back in and hopefully repeat the cycle again.
Topped up on LRCX and GOOG today
This is generated by Deepseek after Feeding the financial data for $ENPH with its peers. let me know if it changes your mind. # 🧾 Overall Summary: ENPH vs Peers # 1. Revenue Growth * **ENPH** revenue fell sharply (–42% last year, –3.6% total). * **Top Performer:** **ACMR** with **+201% total growth**. * **ENPH Weakness:** Severe sales contraction and volatility in demand. # 2. Profitability & Margins * **ENPH** net margin dropped from **19% → 8%**, showing pressure on profits. * **Top Performer:** **LRCX** — consistently strong margins (\~29%). * **Notable Gain:** **PDFS** turned profitable from –19% to +2%. * **Risk:** ENPH’s shrinking margin signals tougher competition. # 3. Cash Flow Quality * **ENPH** showed major improvement, OCF margin rose to **39% (best among peers)**. * **ACMR** rebounded from negative to positive cash flow. * **Top Performer:** **ENPH** (strong cash generation). * **Risks:** ACMR’s past negative cash flow; ACLS’s decline. # 4. Balance Sheet Strength * **ONTO** and **PLAB** had the **strongest liquidity** (current ratio \~8–9). * **ENPH** stable but not leading (current ratio \~3.5). * **Weakest:** **ACMR**, liquidity fell 50%. * **Top Performer:** **ONTO** (excellent liquidity, improving trend). # 5. Valuation & Multiples * **ENPH’s P/E volatile** — 169 → 90 → 41 → 90 (market uncertainty). * **ACMR** saw the biggest valuation compression (–79%). * **Most Reasonable:** **PLAB**, steady and low P/E (\~11). * **Risk:** ENPH’s high and unstable valuation signals weak investor confidence. # 📊 Investment Outlook # Short-Term (6–24 months) * **ENPH:** Facing headwinds from revenue decline and squeezed margins. * **ACMR:** Strong growth momentum in semiconductor equipment. * **LRCX:** Defensive pick with stable profits. # Long-Term (3–5 years) * Semiconductor players (ACMR, ONTO, PLAB) benefit from **AI, reshoring, and advanced packaging trends**. * **ENPH** still has **long-term renewable energy potential** but needs stabilization. # 💡 Valuation Verdict * **ENPH:** Fair to slightly overvalued — **Rating: HOLD** * **ACMR & ONTO:** Strong fundamentals and growth — **Rating: BUY** * **Reason:** ENPH’s revenue and margin decline outweigh cash flow strength; ACMR and ONTO show superior growth and financial resilience. **🟩 Winners:** ACMR (growth), ONTO (liquidity), LRCX (profitability). **🟥 Underperformer:** ENPH — declining sales, shrinking margins, high valuation risk.
Eyeing NVO calls (After ER), WFC puts, and LRCX puts
LRCX puts wouldn’t be a bad play here if the IV wasn’t so high. A 7% move to the downside next week would only yield a little over 100% on an atm put
OK, fair enough. I don’t mean to argue, I recognize you‘re better read in this stuff than me. I’m not a particularly bright person. But I have been doing a specific thing in the market for the last 30 or so years, and it has worked well for me. I started with around $100,000 back in the 90s and it is now over $34 million. I know that this ludicrous wealth didn’t land in my lap because I’m brilliant. And while I know I’ve had some luck in the companies I chose to buy, I feel like the choice to never sell companies like AAPL, LLY, COST, REGN, LRCX, MU, BDX, ORCL and others once I owned them was ultimately more important to the growth of my investments than the choice to buy. I feel like I have been doing something simple and specific—buying and holding fundamentally sound companies—and it has consistently worked. And I can’t help but think it would work for others, no matter what the studies say.
ASML AMAT LRCX klac etc are very safe investments with marker beating returns but they won't match NVDA and other AI darlings for reasons discussed here... However these equipment makers and TSM are also not going to drop.. their technology is extremely complex ... And they have deep moat and low competition ... Well Amat and LRCX are competitors but you get the point. As for the market being limited.. it's both true and false. The true is evident .. but as demand for chips go up... You need more and more of those machines... Which requires massive maintenance and upkeep plus you can sell software enhancement and SAAS kind of services. So there is growth as long as AI compute and data center demand is there.. as TSMC and others have to manufacture more and hence need multiples of these machines.
## Today's Position Management: - Closed HON calls for solid profit. - Holding TSLA SAP LRCX cuz IV crush, give 'em a few days to be profitable. - Regarding IBM... yea beats everything and falls (?!) at any rate, at the open I added a closer-strike call, as I've observed that when strong companies have an unsupported drop like this, they bounce fast. - Indeed, the new strike put the entire position into profit today. - I do not consider this DCA, because it's a closer strike, and is based on expected bounce dynamics. - For the record I consider DCA to be regarded... ## Today's New Positions for Tomorrow - Calls on BKR CCI GD INTC NEM
I sold my LRCX calls after seeing it dump 5-6%. Within the next hour it hit 147 T___T. I have lost way more money because of bullshit like this than I have being outright wrong.
It’s a skill that you learn over time and on stocks you’ve been following for at least a year. Do you listen in on the ER calls? Do you read all the research reports on your brokerage service? Have you reviewed their past couple of 10-QS. If not then you should . If you are sure that underlying business is still sound and the stock is fairly priced based on earnings and growth then you can buy at the current price. If you think the stock is overvalued then wait until it reaches your target. Update your target value after each quarters report and call. I’ve doing this with LRCX. It’s a great company and their call was very bullish BUT on today’s call they hinted that gross margin would likely dip next quarter and next year. In addition they expect sales to China to decline but that this decline will be offset by orders to the global multinational chipmakers. Still those 2 concerns I believe will likely lead to a pull back in the next few months. I believe earnings over the next 12 months will be $5. It’s historical PE is in the high teens but it’s in a growth spurt and I think it justifies a 20x PE or $100. That’s my target for the shares. It’s 52 week low is $56 so I pretty confident that it will trade down to $100 during the next sell off. I will buy at that point.
If we get bad LRCX guidance like TI we can really dip a good anoutb in the semiconductor sector
LRCX is posting earnings after hours. Calls
Hopefully LRCX can have a new ATH
This is very simplistic way to look at this. Boeing is propped up by its status as a military contractor. ASML won’t ever be valued like TSMC or NVDA as it’s effectively a capital goods company. Longer lead time, concentrated customer base and more inherently cyclical. ASML should be comped against AMAT, LRCX, not TSMC
Next week is going to be a big one for semiconductors. We got TXN, LRCX, and INTC.
Im holding SOXL and im hoping LRCX can get off its lazy ass and start pulling its weight like AMD.
Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales
AMD NVDA MSFT AVGO TSM ASML LRCX AMAT MU don't have real revenues and profits? Most of these companies have long history of profitability long before AI gained traction. Only OpenAI is losing money, which is typical for a first moving, ground breaking technology firm.
I should've bought more $LRCX 1 month ago...
wow, for the first time market didn't inverse me after i sold my defensive stocks and went all in to AI and semiconductors. makes me wonder why i even hold safe stocks when 1 day of gains outgain 1 year of dividends. now i feel greedy seeing AMD can go up 30% in a day, MU AMAT LRCX SMCI potential +30% next?
LRCX and ON look like solid plays right now, although I would have preferred to get in on LRCX months ago.
Quite frankly, I hope for some more downturn of META before it goes to $1000 I'm eyeballing the $650 range, then I'll load up. Look at ASML, LRCX and AMAT in the Semiconductor industry. They were hated the last couple of months until recently.
3-4 weeks ago found this ticker $LRCX @99, have been super happy trading and holding.
LRCX is up 48% the last month and I’ve never seen a single post about it.
That is my play for the whole silicon-stock boom - the fab equipment suppliers. ASML/AMAT/KLAC/LRCX. Best case you take a cut of the fab capacity build out and a tight market for their products. Worst case end of line demand hollows out and companies/people take a bath on that end; but the fab suppliers' P/Es are semi-reasonable and even if the bubble bursts leading edge node progress means there is no sitting to wait for demand to meet supply. There's risk, but it's more bounded.
$LRCX - LAM RESH CORP. Price is very cheap for thw market cap. Potential for a great run.
in all honesty one of the best times to short the market, but the question is how much more and longer before the inevitable tumbling down? the current movement is a clear sign of institutions removing their block sells so the price goes parabolic up for exit liquidity. the same euphoria in investors in 2021, does any remember TSLA going from 20 to 420, UPST from 40 to 400, RKLB from 10 to 20? clear indications from stocks like MU, LRCX, STX, TSLA, GOOG going parabolic with NO catalysts after previous Q earnings. SNPS is a perfect example of cards starting to tumble down, -30% in a day. took my positions and shorted MU at 170, LCRX at 127, APP at 625, STX at 215, wish me luck
$LRCX - LAM RESH CORP. Seems to be a good investment have in your portfolio.
Of course if you’re bullish on the sector, you could easily put together a sector basket of shares in KLAC, ASML, AMAT, LRCX, TER. Easy peasy.
Can LRCX please keep going up? Maybe hit $118? $120? Kind regards, my 9/19 $110 calls 😅🙏🏻👀
i got KLA and AMAT in the port but man do i regret selling LRCX for teeny gains a few weeks back
LRCX, how much more have you got in you? Can you punch through $120 please? 🙏🏻
Come on LRCX daddy needs $110 🙏🏻
KLAC and ONTO for inspection. Also wdym by "raw materials" and how do AMAT and LRCX fit that?
Weren't most semiconductor companies lowering their guidance due to China tension? ASML, LRCX, AMAT just to name a few. So it doesn't come as a surprise that SNPS is in the same corner despite being fundamentally strong. But yeah I can see that short term, there might be pain ahead in this sector.
Can LRCX or SOUN please announce some ORACL or NBIS like shit and have their options rocket 200,000%+ 🥴🥲💥
opened up a position in AMAT today. looking at LRCX and KLA if they ever drop
Nobody talking about Josh Brown pumping the fuck out of LRCX just to say he sold it today.
Choice between those two, take LRCX. AMAT still has legal issue baggage. If this is an investment account, don't pay taxes by seeling one of these just to buy the other. Too similar. But, omg, 37%? Get SMH if this is a tax advantaged account.
ICHR. $600m+ cap. $200m-$250m avg quarterly rev. Manufactures equipment that semi manufacturers need to make semis. Their biggest customers are AMAT, LRCX, and ASML who sit together at \~$500b cap. ...Politicians buying in... Volume spike (earnings). Bounced off monthly support. Avg target price 30% up from here. 30% nosedive last earnings on CEO transition plan / miss. Already back to where it was.
To be honest, as much as I like AMAT, they are almost too broad in the industry. I'm looking at building a position in LRCX, KLAC, ASML. This covers almost everything AMAT does but they are all specialists.
Can someone full regard LRCX for me please? Need to hit $110 for my 1st ever options play… 🥲
So AMAT says some shit Friday, tanks LRCX, AMAT green today, But LRCX…
The bullcase for semicaps over the past few years was sovereign driven over investment (ASML’s former CEO spoke about this at an investors day two years ago). There will be an increasing need for semi tools just based on rising demand but that’s not what the market was investing in ASML/AMAT/LRCX/KLAC for.
AMAT 15% haircut, LRCX 6% haircut lol. Just buy micron regards
AMAT messing with my LRCX $110 calls 😢
LRCX and AMAT both shit the bed and erase all gains made from Intel in and then some in the semi ETFs. Great 💀
Why has AMAT lagged KLAC/LRCX/et all for chip equip?
LRCX it's been a big winner for years. A very conservative dividend payer MAIN. Sleep at night companies, RPM, SHW, V, MA, COST, HD, ULTA. All solid companies you can buy and add to on dips if you're into that kinda thing.
Ah, summoning me in the WSB den of degeneracy—bold move, anon. Right now in August 2025, with markets flirting with highs despite tariff drama, solid buys lean toward AI and growth plays that aren't pure hype. Based on fresh takes from Motley Fool and Forbes, I'd eye Meta (META) for its AI surge and ad dominance, Lam Research (LRCX) as AI chip enablers get cheap, ASML for lithography monopoly in semis, and Costco (COST) because who doesn't love bulk tendies during volatility. Nvidia (NVDA) and TSMC (TSM) keep popping in X chatter for long-term bets, averaging +50% YTD per some value posters, but remember, past gains ain't future guarantees—DYOR or you'll be the bagholder. If you're feeling memey, avoid the Intel dumpster fire; it's short city. Market's up 9% YTD on S&P, so diversify or get rekt. What's your risk tolerance, diamond hands? Sources: - https://www.bankrate.com/investing/best-performing-stocks/ - https://www.nerdwallet.
LRCX 95c p p p p printing 🥳🥳
Take a look at LRCX....beat and raise, but down 5%....prolly back to $100 with ither semis before Aug 15 monthlies expire
Wait, LRCX went from 103 AH yesterday to now 93. 😂
Unless they reverse in the next hour, I think semicap, affected by LRCX earnings, ultimately stops the Nasdaq from jumping 2%.
The Nasdaq can drag the S&P higher by itself for much longer than you may think, last year it dragged the S&P up 6.4% with pretty much no help until it got into trouble with basically 0 help from small caps or US bigs ex tech. You're lucky today that semicap is being affected by LRCX earnings, or else we'd have a Nasdaq +2% day probably. It's had more help this summer, but it appears that as of the last week that it is over as the Dow/IWM/SPX equal weight are very heavy and that's unlikely to change with inflation being hotter.
The only bummer for me this morning is LRCX.
LRCX? Why -5% all is perfect
Can someone explain why LRCX is down five bucks AH? They beat earnings and the headlines even say the stock is up. Is it just a low volume thing?
What’s with the $LRCX fall? Can’t see anything that explains it…
LRCX wtf up 5% now down AH fuck er 0 for ♾️
Agree, TER, LRCX, both up after earnings
LRCX, what is you doin' bby?
LRCX with excellent numbers and solid forward guidance! LRCX LRCX LRCX!!! 🚀🚀🚀
LRCX pumping after market, hallelujah
My one regret is I bought LRCX weekly calls minutes before end of the speech. Could have scored a great discount if I waited.
No im saying LRCX will do great. All of there customers are rapidly increasing capX in their space.
SOXX calls. QCOM, LRCX, ARM all reporting. MSFT/META capex news. NVDA/AMD regard strength. Confluence 🙂↕️
You saying LRCX will shit the bed?
Hot take but I think META will shock everyone with VR and META glasses growth, they will also smash it with ads. MSFT, you can use tools and see cloud usage has spiked alot. That will spike Hood will probably just the most. Of course, just seen that with MARA but anonymized beta user logs show a 300% spike in meme coin swaps this Q which Hood takes bigger transaction fees on. LRCX has a really tight correlation with TSMC earnings, yet because TSMC didn't boom on earnings I think this stock is undervalued. Ford will have flat growth, post awful guidance because of tarrifs and I suspect EV I think might even be down which would be awful for the stock. In terms of this mornings earnings. Etsy is worth buying in the pullback. Yes EPS is down but thats from tech investment. Revenue is up and app downloads are up 9% over the Q
Hot take but I think META will shock everyone with VR and META glasses growth, they will also smash it with ads. MSFT, you can use tools and see cloud usage has spiked alot. That will spike Hood will probably just the most. Of course, just seen that with MARA but anonymized beta user logs show a 300% spike in meme coin swaps this Q which Hood takes bigger transaction fees on. LRCX has a really tight correlation with TSMC earnings, yet because TSMC didn't boom on earnings I think this stock is undervalued. Ford will have flat growth, post awful guidance because of tarrifs and I suspect EV I think might even be down which would be awful for the stock.
Hot take but I think META will shock everyone with VR and META glasses growth, they will also smash it with ads. MSFT, you can use tools and see cloud usage has spiked alot. That will spike Hood will probably just the most. Of course, just seen that with MARA but anonymized beta user logs show a 300% spike in meme coin swaps this Q which Hood takes bigger transaction fees on. LRCX has a really tight correlation with TSMC earnings, yet because TSMC didn't boom on earnings I think this stock is undervalued. Ford will have flat growth, post awful guidance because of tarrifs and I suspect EV I think might even be down which would be awful for the stock.
Joby was about 100% returns, less than a month. Chip sector is great right now. LRCX and NVDA are great plays.
Wednesday has MSFT, META, LRCX earnings as well as PCE, GDP. Should be a fun time.
I generally go no higher than 10% on a company. GOOG 10% AMD 10% Asml 10% Amzn 5% SCHG 5% Tsm 5% Jepi 2.5% Jepq 2.5% Amat 2.5% LRCX 2.5% (recently sold 80%) Qcom 2% ANET 2% Knsl 2% Efx 2% Msci 2% Acn 2% It 2% Deck 2% Snps 1% Cdns 1% Homebuilders 2% Infrastructure 2% About 100 more @<1% many are too high to buy imo like MSFT, FICO, etc I'm trying to move up my ETFs and lower holdings. Everything is just too expensive right now.
CRM- deserves to trade at a discount, but 19x FCF for their recurring revenue model, retention rate, and suite of products is a steep discount, even with low teens revenue and EPS CAGR the next 3 years. Other software companies are trading around 30+x AMAT- CapEx shift to chemical and plasmic based cutting of chip film from lithography. Stock oversold on China chip export concerns. Trading at 20x NTM EPS. I like LRCX as well, however I like AMAT’s valuation a little better. FCF is expected to take a hit this year due to a tie up in working capital, FY26 FCF is expected to shoot back up, where I will be eyeing key buybacks and R&D growth
Sold out of SNPS, CDNS, AMAT, LRCX and KLAC completely and invested the proceeds in VT. Still hold TSM and ASML. Hold 5-7% cash across all accounts, waiting for a dip/will add to VT end of this month as a rule.
Check $LRCX . I posted a bullish analysis on it.
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
Trimmed Semi Cap LRCX, AMAT, KLAC, CDNS, SNPS due to concentration risk , seeing as TSM , ASML are big in my portfolio. Looking to trim some positions further. Raised 5% cash across Taxable, Roth and HSA for future opportunities.
For those interested: At the start of the week I bought to openCall Options expiring 16Jan2026 for the following underlying assets for these strike prices. 3 LRCX $78 2 NVDA $120 2 TSM $180 1 ORCL $175 At the time of purchase these strike prices were the closest to 0.80 delta. This is critical to remember if you choose to attempt this strategy yourself. I sold to open for the 27Jun2025 3 LRCX $99 2 NVDA $155 2 TSM $230 1 ORCL $225 Since Monday or Tuesday I have increased my brokerage balance from 30k to around 32600 right now. It’s nothing mind shattering and this has been a pretty astounding week, but practiced consistently you can have relatively regular positive returns. I do not recommend that you emulate my comment now as the Greeks have changed since I did so. This is not financial advice, if you choose to emulate my general strategy above, that is your choice.
I built a meticulous system, I even have some Reddit sentiments included there. Been really good but i mostly trade ITM leap calls with a portion of my portfolio so I’m not gonna make a mil anytime soon. Favorite trade this year LRCX and TEM. It’s been trying to get me to buy UNH but I can’t.
Weird to see my ASML and LRCX positions back in the green, im used to just dca-ing into them in the red at this point
Not financial advice but I’d buy some LRCX calls.