The overreactions are wild.
Still would be surprised to see aggressive selling BEFORE Jackson Hole & $NVDA earnings.
The only thing that would change that is U.S. or Israel bombing Iran. Which is 100% a possibility but thats the main risk right now.
MY TOP 2 LOSERS
$CRWV we knew this was high risk high reward and even discussed the $64 test as we were buying higher. $DRAM I dont think memory is going to zero and I think the demand will stay where it is into 2027.
Only stock no options.