Intel's earnings last night has led to NVDA's breakout this morning. This was my initial stock play this summer when I saw the market start to rotate to the technology sector after some great earnings from firms like NVDA, APPL, RIMM, etc.I have recently only held stock in NVDA and not call options because the stock was in the process of digesting a huge run over the summer. Now it looks ready to move higher and I may be adding calls if I can free up more cash.
In other news for my portfolio, I sold AAPL calls into strength this morning (the Nov165's), thereby halving by call position in AAPL in advance of earnings. I also added to UA by doubling my stock position as the stock "came in" again for a re-load.
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