- trading buy - overbaked cake - nvda complex reeling bc deepseek (i will write more on this later - but i've added to my 2027 NVDA calls after taking a bit off the table earlier last week) - this one seems a bit like a reversion trade/ but growth phenom. any reversal in semis sees this go +5-10% ez. (also nancy) - and if not, we can find a better LT parking spot w more nuanced size and expires.