I am exceptionally pleased with how my lengthy Thursday premium post about shorting semiconductors turned out. That nailed the top to the SECOND, practically (and certainly to the day!).

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I am exceptionally pleased with how my lengthy Thursday premium post about shorting semiconductors turned out. That nailed the top to the SECOND, practically (and certainly to the day!).

Well, well, well. How about that. One of the vilest corporations on the planet has been caught with their hands in the cookie jar, and they already badly damaged stock is getting nuked. And, yes, as you know, I have January 2026 puts galore on this sucker.

You can add this to the mountain of puts I sold too soon. Wingstop (WING), about which I’ve written many times here, is engaged in another huge leg down.

Nvidia dumped their stakes in two public companies today, and this lack of support is hitting them both hard. First there is Serv Robotics (SERV) which had been hammering out a beautiful base which is now ruined.

Only about thirty-six hours ago I did a post called Can Silver Come to Life? in which I bemoaned the fact that silver had been grinding away, going nowhere for months. I actually had a final paragraph in that post which declared I didn’t really care, since I didn’t have a position, but upon further reflection, and a commitment to the longer-term, I went ahead and not only took on the biggest position in PSLV I’ve ever had, but I also bound a bunch of silver bullion just for the hell of it. Thus, I deleted the “I don’t even care” paragraph in the post.
How pleased I was to see this morning that /SI is up over 4%!
