My near term IWM PT is around 230. As it went straight above 220, I’m taking profit on my July calls expiring this week and leave Aug calls running. 我认为semi近期的pull back是buying opportunity, 尤其NVDA, I think they underestimate this quarter again, stock gets cheaper when it releases earning. TSM reports in two days. SMCI enters preannouncement window usually 18-24days. If getting these right, semi could have face ripping rally in short term.