Monday leaned heavily into semis and index calls as mods rotated in and out of near-dated setups. Trader By Instinct locked in a big MU winner, scaling out of the Sep 23 $1125 calls at $2.00 and $4.40 from a $1.20 basis, and trimmed the Sep 25 $1200 calls at $1.07 from $0.73, plus ALAB Sep 25 $410 calls at $1.95 from $0.60. He also opened META Sep 23 $820 calls at $0.56.
GP stayed active across SPX, QQQ, TSLA, META, GOOGL, MSFT, AVGO and COIN, with multiple partial exits — notably scaling out of a position at $10.45 for a ~70% gain, trimming another at $4.32 and closing the rest at $3.80, and taking a COIN $235 call from $0.26 (averaged/doubled down to $0.25) out in pieces at $1.61, $1.00 and $2.00. Random Trader built a semi-heavy book (AVGO lottos and starters, MU $1130c, NVDA $235c, ARM $380c) while getting stopped on both META $590c at $0.51 and META $775c at $0.60.