$FLNC 20260515 12.0 CALL$ Earnings play. Bought calls for simplicity. My logic tells me the company is growing. I find it strange that their new contracts signed in January was erased by the market. We'll see.
$Electronic Arts(EA)$ It's been stagnant for a while so just trimming part of my holdings. At this time of the market having stagnant holdings is costing opprtunity.
$VanEck Semiconductor ETF(SMH)$ Market spend more time going up than coming down... Thus, spending more time in the market is better than timing the market.. identifying and holding evergreen areas such as semiconductors is a good way to grow wealth...
$MU 20260508 600.0 CALL$ People were calling memory a “cyclical trap” and saying 400 was the top for Micron. Now look at it — pushing toward 600. 2026 isn’t about debating whether storage matters. It is the main storyline. AI, data centers, everything runs on memory demand. The real takeaway? The narrative always sounds smartest at the turning point — just usually in the wrong direction.