I got spooked Wednesday morning when the AAPL sell-off resumed, and closed out my Sept. call for a nice 64% profit. Sometimes you get the sense that someone knows something you don't - in this case that would be about the Samsung case. I needed some cash for some other prospects so it was sold along with CVI calls and MNTA puts, both of those netting just under 20%. I kept the AAPL shares so tonight's news was good.
This week I reviewed PAY and bought more. I put in a low limit order for more ARR which eventually filled.
New ventures include stock in CDNS, JAZZ, and MLNX, and calls for BIDU, CDNS, JAZZ, and TGP.
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