ARM
Arm Holdings plc
stock NASDAQ ADR

Sounds to me like you've been learning from your mistakes, unless you just decide to do broad ETFs or Indices investing (which I would actually recommend over single stock for at least 70% of a taxable portfolio for at least 80/90% of people), you seem to have a decent mentality.
My biggest regret is almost the opposite, a year or so after the financial crisis I wanted to buy hard and allowed a financial advisor to temper me (I did learn a lot from him though) my other one is that I though to switch from a 60% equities / 40% income earning portfolio during Covid,
I also did sell the last of my AMD and ARM before they popped off which was unfortunate lol, long term gains at least. My point is no one is perfect and I generally recommend 80% indices at the minimum and than see if you can consistently outperform. Work out form there.

What do I do with this information? Pile into ARM, AVGO, TSMC?

I took a 10/1 out for my home that I own. i've been living here for 5 years now and I am ready to sell. It definitely makes sense if you do not plan on being in a home full term. Every dollar counts at the end of the day... it depends on the circumstance because I agree to never take an ARM loan if you plan on being there for more than 80% of the fixed rate period incase of selling risks

ARM, NBIS

> All the Intel Panther Lake fanboys that thought they would be buying $800-$1000 388H laptops are no longer chirping. 
A large chunk of the blame is not even on PTL but the memory pricing crisis.
>hat is why I told them Nova Lake would probably be a 2027 product
Why?
> unless they(Intel) make it at TSMC... which I doubt they can afford.
Intel has already confirmed some desktop compute tiles will be fabbed externally. They can afford it, and infact the 4+8 mobile dies are rumored to have been moved to N2 as well.
>Granite Rapids is probably sucking up most of the available 18A supply.
GNR uses no 18A.
>Intel can't afford to keep losing market share in DC Compute to AMD or ARM.
They can because of the massive DC CPU boom thanks to AI.

18A is pretty tight on supply too. All the Intel Panther Lake fanboys that thought they would be buying $800-$1000 388H laptops are no longer chirping. That is why I told them Nova Lake would probably be a 2027 product unless they go with TSMC... which I doubt they can afford. Granite Rapids is probably sucking up most of the available 18A supply. Intel can't afford to keep losing market share in DC Compute to AMD or ARM. Intel really FUBARed themselves getting on the EUV wagon so late compared to TSMC and even Samsung. Intel should sell more shares while stock price is still above $100+ and get more EUV machines.

A few parts to this. If you followed the space at all you'd know that AMD GPUs are notoriously less power efficient than NVIDA's. Like, that and NVIDIA's software stack is like 90% of the reason why AMD is second fiddle. This is like triply true in the datacenter space.
Second, CPUs aren't good for inference, if you followed the space closely, tried running local models or otherwise, you'd know that. The amount of time one takes to get a token is higher, so they end up burning more energy per token even if it's less per second
Also, ARM CPUs are way more efficient than AMD's x86 chips, and guess what NVIDIA's only CPU offering is? Yeah it's arm. AMD has some powerful server CPUs though, ignoring wattage, though, they're in the lead there.
Third, blackwell uses HBM3e because HBM4 didn't exist when it was designed, rubin is coming out with HBM4 in it. CPUs can indeed use whatever memory you want if you got a board to cover it but that's not really all that big a deal.

I usually buy at the end of the week for the following week. Just keep it for weekly expiration. I find high premiums options and then stick with them. ALAB has been my favorite one. I play with Sandisk and MU and ARM. As far as delta, I try to go around.30, but really look at the price range for the past 2 weeks. I trade these every week. Alab, Mu, Sandisk, Arm, Nbis, Crdo and a few others. I do trade on margin for the naked puts. I never do naked calls. They can kill you. I have been on both sides. I started buying options awhile back. Kept losing. Then tried selling them. Much better for my portfolio and confidence. Look for a good stock and start small. That is what I did initially.

Spreads are crap on ARM, and Semis

TSMC depends on ASML too. Intel absolutely does have manufacturing expertise despite them recently lagging, and they are catching up too: they solved the RISC/CISC disadvantage they had vs ARM (wide execution pipelines, killed hyperthreading, larger micro op cache, etc., all handling stupid x86 decoding), de facto solved power delivery and transistor fabrication issues, and are now a serious competitor despite wall street still mispricing them hard.
>And you think this is something feasible within the next decade?
No. They don't need to keep up with or beat the necessary production volume, they just need to prove they can do it with a half-feasible plan to reduce costs to a viable business plan. That's a whole lot different and a lot more realistic, and given the above I don't doubt they have a serious shot at it.

I’ve kind of created some rough guidelines in my mind this year. For example, almost all of my options expire August 21, whether they are calls or puts, and I am planning on rolling approximately the end of the month, roughly 21 days away.
Some of them are very hard to roll because the spreads are wide, for example SPGI strike 390 is adjusted because of the Stocks spinoff so I’m just going to let that expire worthless on July 17
I’m also trying to balance out selling more puts by diversifying with some safer stuff like McDonald’s and S&P global, but selling more puts than I have cash to back it because it’s extremely unlikely they will go down to the strike prices.
I’m also diversifying with some naked calls on SPCX and ARM, extremely far out of the money but still good premiums collecting thousands, i’ll probably roll these up five or $10 every month and try to collect maybe $4000 a month from this. We will see how it goes. Focusing on the monthlies only and ignoring when the stocks are up or down 10%

Previous weeks' results:
Week 7: $573 on $53,800 invested
Week 8: $811 on $70,400 invested.
Week 9: $1093 on $103,450 invested
Week 10: $1040 on $97,400 invested
Week 11: $1077 on $102,800 invested.
Week 12: $1170 made on $98,600 invested
Week 12.5: Bonus round: $475 extra made increasing investment to $106,100
Week 13: $1,133 on $106,100 invested
Week 13.5 Bonus Round: $336 extra made increasing investment to $115,900
Week 14: $1,053 on $105,750
Week 15: $1,146 on $110,700
Week 16: $1,105 on $111,850 invested
Week 17: $1045 on $108,350 invested. Got SLV 65.5 assigned.
Week 18: $1126 on 111,550 invested
Week 19: $1,111 on $102,850 invested
Strategy:
Roll puts already sold or open new positions from the low delta list from screener. Try to get 1% to roll at or below screener price (or at least at or below existing strike). If not possible, roll for minimum credit to same or lower price. Always credit though.Screener results from earlier today:
| Stock | Stock Price | Strike Price | Distance to Strike (%) | Option Symbol | Bid | Return (%) | Delta |
| :--- | :---: | :---: | :---: | :--- | :---: | :---: | :---: |
| \*\*RAM\*\* | $17.51 | $10.00 | 42.89% | RAM260717P00010000 | $0.10 | 1.00% | -0.0410 |
| \*\*BE\*\* | $244.29 | $180.00 | 26.32% | BE260717P00180000 | $2.00 | 1.11% | -0.0746 |
| \*\*SNDK\*\* | $1,836.50 | $1,390.00 | 24.31% | SNDK260717P01390000 | $14.20 | 1.02% | -0.0781 |
| \*\*NBIS\*\* | $207.80 | $157.50 | 24.21% | NBIS260717P00157500 | $1.63 | 1.03% | -0.0796 |
| \*\*PENG\*\* | $75.68 | $60.00 | 20.72% | PENG260717P00060000 | $0.60 | 1.00% | -0.0965 |
| \*\*AAOI\*\* | $118.81 | $95.00 | 20.04% | AAOI260717P00095000 | $1.20 | 1.26% | -0.1045 |
| \*\*MU\*\* | $971.47 | $810.00 | 16.62% | MU260717P00810000 | $8.45 | 1.04% | -0.1096 |
| \*\*IREN\*\* | $40.64 | $33.00 | 18.80% | IREN260717P00033000 | $0.39 | 1.18% | -0.1097 |
| \*\*ALAB\*\* | $415.15 | $340.00 | 18.10% | ALAB260717P00340000 | $3.55 | 1.04% | -0.1101 |
| \*\*NVTS\*\* | $13.44 | $11.00 | 18.15% | NVTS260717P00011000 | $0.11 | 1.00% | -0.1160 |
| \*\*LRCX\*\* | $349.01 | $292.50 | 16.19% | LRCX260717P00292500 | $3.10 | 1.06% | -0.1165 |
| \*\*CRDO\*\* | $266.53 | $220.00 | 17.46% | CRDO260717P00220000 | $2.65 | 1.20% | -0.1200 |
| \*\*MRVL\*\* | $236.89 | $202.50 | 14.52% | MRVL260717P00202500 | $2.07 | 1.02% | -0.1207 |
| \*\*ARM\*\* | $325.36 | $277.50 | 14.71% | ARM260717P00277500 | $3.00 | 1.08% | -0.1284 |
| \*\*LITE\*\* | $780.95 | $670.00 | 14.21% | LITE260717P00670000 | $7.20 | 1.07% | -0.1288 |
| \*\*AMAT\*\* | $591.10 | $505.00 | 14.57% | AMAT260717P00505000 | $5.05 | 1.00% | -0.1292 |
| \*\*CIFR\*\* | $22.40 | $19.00 | 15.18% | CIFR260717P00019000 | $0.21 | 1.11% | -0.1310 |
| \*\*APLD\*\* | $31.32 | $27.00 | 13.79% | APLD260717P00027000 | $0.31 | 1.15% | -0.1350 |
| \*\*WDC\*\* | $572.38 | $485.00 | 15.27% | WDC260717P00485000 | $5.00 | 1.03% | -0.1361 |
| \*\*CRCL\*\* | $67.43 | $59.00 | 12.50% | CRCL260717P00059000 | $0.60 | 1.02% | -0.1383 |
Trades made today:
| Ticker | Action | Details | Filled Price | Net Amount |
| :--- | :--- | :--- | :--- | :--- |
| \*\*AAOI\*\* | Buy to Close | 1 Contract Jul 10 2026 109 Put | $0.51 | -$51.00 |
| \*\*AAOI\*\* | Sell to Open | 1 Contract Jul 17 2026 95 Put | $1.66 | +$166.00 |
| \*\*APLD\*\* | Buy to Close | 1 Contract Jul 10 2026 36 Put | $5.22 | -$522.47 |
| \*\*APLD\*\* | Sell to Open | 1 Contract Jul 17 2026 36 Put | $5.47 | +$546.51 |
| \*\*AXTI\*\* | Buy to Close | 1 Contract Jul 10 2026 40 Put | $0.04 | -$4.01 |
| \*\*AXTI\*\* | Sell to Open | 1 Contract Jul 17 2026 40 Put | $0.45 | +$44.53 |
| \*\*SLV\*\* | Buy to Close | 1 Contract Jul 10 2026 65.5 Call | $0.01 | -$1.01 |
| \*\*SLV\*\* | Sell to Open | 1 Contract Jul 17 2026 65.5 Call | $0.04 | +$3.85 |
| \*\*RKLB\*\* | Buy to Close | 1 Contract Jul 10 2026 86 Put | $4.90 | -$490.47 |
| \*\*RKLB\*\* | Sell to Open | 1 Contract Jul 17 2026 85 Put | $6.22 | +$621.51 |
| \*\*NBIS\*\* | Buy to Close | 2 Contracts Jul 10 2026 170 Puts | $0.04 | -$8.03 |
| \*\*NBIS\*\* | Sell to Open | 2 Contracts Jul 17 2026 157.5 Puts | $1.80 | +$359.06 |
| \*\*IREN\*\* | Buy to Close | 1 Contract Jul 10 2026 42.5 Put | $1.68 | -$168.47 |
| \*\*IREN\*\* | Sell to Open | 1 Contract Jul 17 2026 40 Put | $2.23 | +$222.53 |
| \*\*DRAM\*\* | Buy to Close | 2 Contracts Jul 10 2026 55 Puts | $0.05 | -$10.03 |
| \*\*DRAM\*\* | Sell to Open | 2 Contracts Jul 17 2026 51 Puts | $0.59 | +$117.06 |
| \*\*BE\*\* | Buy to Close | 1 Contract Jul 10 2026 210 Put | $0.25 | -$25.01 |
| \*\*BE\*\* | Sell to Open | 1 Contract Jul 17 2026 180 Put | $2.25 | +$224.53 |
| \*\*ASTS\*\* | Buy to Close | 1 Contract Jul 10 2026 73.5 Put | $1.89 | -$189.47 |
| \*\*ASTS\*\* | Sell to Open | 1 Contract Jul 17 2026 70 Put | $2.76 | +$275.53 |
Using Proceeds to DCA into MU

Ran my scanner on today's chain (Jul 10, 2026). DTE ≥ 30, Mark ≥ $0.20, Annual Yield ≥ 12%, sorted by %OTM (furthest from strike first).
|Symbol|Strike|Exp|DTE|Price|Delta|%OTM|Yield\*|Days to ER|
|:-|:-|:-|:-|:-|:-|:-|:-|:-|
|SLS|4.0p|Aug-21-26|42|0.4|0.04|68.4|86.9%|33.0|
|NBIS|80.0p|Aug-21-26|42|1.23|0.02|62.3|13.4%|28.0|
|BE|100.0p|Aug-21-26|42|1.93|0.03|57.9|16.8%|18.0|
|NBIS|90.0p|Aug-21-26|42|1.65|0.03|57.6|15.9%|28.0|
|SNDK|800.0p|Aug-21-26|42|13.75|0.03|57.0|14.9%|35.0|
|SNDK|850.0p|Aug-21-26|42|17.45|0.04|54.3|17.8%|35.0|
|NBIS|100.0p|Aug-21-26|42|2.46|0.05|52.9|21.4%|28.0|
|REPL|5.0p|Aug-21-26|42|1.02|0.10|52.6|177.3%|119.0|
|SLS|6.0p|Aug-21-26|42|1.0|0.10|52.6|144.8%|33.0|
|WYFI|17.5p|Aug-21-26|42|0.48|0.05|51.8|23.8%|69.0|
|SNDK|900.0p|Aug-21-26|42|21.75|0.05|51.6|21.0%|35.0|
|BE|115.0p|Aug-21-26|42|3.2|0.05|51.6|24.2%|18.0|
|IREN|20.0p|Aug-21-26|42|0.38|0.04|50.4|16.5%|49.0|
|BE|120.0p|Aug-21-26|42|3.88|0.06|49.5|28.1%|18.0|
|MSTR|50.0p|Aug-21-26|42|0.74|0.05|47.6|12.9%|21.0|
|HIMS|18.0p|Aug-21-26|42|0.25|0.04|46.3|12.1%|25.0|
|SNDK|1000.0p|Aug-21-26|42|32.8|0.07|46.2|28.5%|35.0|
|SLS|7.0p|Aug-21-26|42|1.33|0.14|44.7|165.1%|33.0|
|OUST|25.0p|Aug-21-26|42|1.2|0.07|44.1|41.7%|28.0|
|ARM|180.0p|Aug-21-26|42|2.76|0.05|43.9|13.3%|118.0|
\\\*Yield = annualized return on capital if the option expires worthless.

If my WDC, SNDK, and ARM crashed 40% tomorrow I would still be up more than 2x

ARM +10.3% today — the China exposure math is more interesting than the headline