i think throughout 2026 is confirm beat earnings record as Mag 7 expenditure is huge. However 2027 can Mag 7 maintain its spending is questionable. So invest on micron/storage should be short term or atleast not all in 1 basket $Micron Technology(MU)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$
$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position
$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I think this is the one of the reason of its surge. As you see google result is impressive however investor punish because of its expenditure of capex causing negative on cashflow