Wow, here’s one I really wish I held on to. What a delicious disaster!

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Domino’s is one of those few positions which I’ve steadfastly held onto, and it’s up 40% right now. I own $350 puts that expire on September 15th, which is 108 days from now, and the intrinsic value is 97%. I’m going to simply keep hanging on, because this thing rocks. It is now my biggest position.

I only wish I had done the same for Burlington (BURL) ,which continues to make coin for Slopers.
Since we are in the throes of this semiconductor mania, I wanted to point out a couple of semi companies which, unlike Nvidia, are actually bearishly-configured and are pushing back to appealing prices.
