Appreciate a lot for giving such detailed update.

I sold NVDA calls @140 & 143 and put @130 & 125 today after seeing the options activities. I worry about MSFT for this earnings season. Their copilot is having trouble retaining clients. I think that is why the stock has not been doing well recently.  MSFT need to improve the product a lot in order to really monetize on it. But I am not expecting big sell off from MSFT like the one similar to ASML. Not sure if it has already been priced in.