+OCN +NVDA

Here are the latest adjustments ...

I sold my VRTX shares in light of downgrades and more importantly, it wasn't turning around. Early again I guess, -6.1%.

I sold my HCN shares when it faltered as everything else was going up. The forward P/E is high (>65) though other metrics are generally favorable. -2.0%.

I bought shares and calls for old fav OCN. If the estimates hold, this will be a monster.

I'm a little late getting into NVDA calls for the rebound play. Fingers crossed.

I'm trying to lower my cost basis by buying more MLNX at what I hope is a bottom. I think there's something here, but others seem to be convinced otherwise.