$Veeva(VEEV)$ Decided take this counter after the recent sell down

$Amazon.com(AMZN)$ Amazon also has come down quite a lot on software stocks sell down to a point where they are looking attractive

$Microsoft(MSFT)$ The stock has come down to attractive levels during this sell off

$Apple(AAPL)$ Taking some profit for capital

$AAPL 20260220 262.5 CALL$ Took profit after the run up in the share price. 

$AAPL 20260220 262.5 CALL$ looking to touch 280

$FactSet Research(FDS)$ Accumulating on the weakness

$Microsoft(MSFT)$ accumulate on the weakness

$Apple(AAPL)$ Selling some to reallocate capital

$JPMorgan Chase(JPM)$ Closing this to recycle capital

$IBM 20260130 267.5 PUT$ Closing this earnings play 

$Wells Fargo(WFC)$ Letting go to recycle capital

$Adobe(ADBE)$ Averaging down. The moat is still strong 

$Apple(AAPL)$ Accumulating on the recent sell down