Game over for Semi?

Stoks

• Closed at 174.98 after hours from last week of 202.27.
• Looks like very hard for share price to hold 200, had some news prior to the start of the week.
• Elon wanting to sue Openai and G.berlin being a target of arson.
• NVDA went on a monster spree, reaching 974 before closing at 850s without any signs of bad news.
• Seems like this kind of pullbacks have to occur before going even higher.
• Traded SMH and NVDA only to take a loss from AMD CSPs.
• Markets actually went down on Wed but fully recovered by Fri and reaching all time highs before rugpull to close.
• GOOG managed to recover to 136s although my strike wasn't hit, still have puts from 128 to 125 in the following weeks.
• Sold 1x 210 AMD to earn $58 which i shouldn't have done tbh, not worth the risk.
• Didn't managed to avoid assignment so now holding 100 shares at 209.42 basis
• Bought 1k worth of MSTR cause comparing to BTC movement, they will outperform due to leverage.
• TBH abit late to the party but with some leverage, may be able to get back some gains lol.
• COST missed earnings and crashed almost 8%, will look to buy if it hits u700 or could sell some puts.
• Still left w 115K to sell puts on till APR or USD goes back up.
• CPI next week, probably will go up again looking at how markets feel right now so buying opportunities.
• USD dropped big in the past week as well.

US P/L 271372.65

SG P/L 24639.89

1.3291
Redeemed some SGD due to good FX
89137.50 SGD
200260.35 USD

Life

• Bad nights due to sleep cycle, having been constantly sleeping past 3.
• Tried to reset by staying awake overnight but couldn't make it.
• Bloody scalp pimples, need to rinse longer from now on.
• Will be receiving last of 10K on following week, that marks the end of the loan cycle.
• Turns out my slippers were 1 size smaller after receiving 2nd pair, tmd but oh well.
• First premium to be paid next Tues, last payment for 2 policies since 2020...pkl