@jakrim it’s an earnings play and trying to capitalize on the AI momentum. I get the play but the theta on those options for that big of a position is tough to get behind.
Why everyone looks for only AI software play rather than hardware players like AVGO, SMCI etc? I regret buying AVGO small position in low 400s, wish allocated 5-10%. It raised too fast, so the DCA only allocates up slowly.