$ServiceNow(NOW)$ First software position after the saspocalypse, not sure when it's gonna end but this name is looking real attractive. Fundamentals and technicals are both in line. Will slowly build up position. Many think AI would take over. However, from what I see, most companies would not self run AI, they would subscribe/pay a company to run/integrate AI into their workflow and servicenow seems to be in the right spot. Just a thought. Companies will always need someone to blame when something happens, they will not run their own AI, especially healthcare.
$Micron Technology(MU)$ With the uncertainty in geopolitics raising and oil pushing up once again and overall market in what I would consider as "overextended" range. I have decided to trim my position in MU to reduce risk, leaving the core position to continue running if it raises and buy back in if it falls.
$NET 20260618 160.0 PUT$ $NET 20260618 160.0 PUT$ Selling a put here at 160 strike, it's a good support and price to get in if i do get assigned. Cloudflare I still a huge player/backbone of the internet.
$Vertiv Holdings LLC(VRT)$ Chips are so hot at the moment, they definitely require adequate cooling to function. Required for AI, datacenters and probably cooling of future energy reactors etc. Will slowly build this position by DCA.