derickt
04-05

$SOXL 20260402 58.0 CALL$ selling covered calls to shares I owned but not doing well

AMD Reclaims $230: Who's the Better AI Hold In Chip Sector?
AMD gained 4.64% to $231.82, rallying with the broader semiconductor sector on ceasefire tailwinds while MI300X AI accelerator order momentum remains steady. With $230 now established as support and the prior high above $240 back in view, notably larger single-day moves in INTC and MU suggest capital is selectively rotating toward more specific narratives. With Intel's Terafab and Micron's DRAM repricing dominating the day's theses, can AMD articulate a cleaner standalone bull case?
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