$Nasdaq Composite Index (.IXIC.US)$ the markets this morning...

I've read reports this morning from Beth kendig she's another technical analyst who runs money she's got a very good track record she says according to her research there's not going to be any delays with Nvidia and there are three latest generations of Blackwell. she's saying the reports are incorrect because the testing by Taiwan semiconductor push them to the limits to make sure everything was functioning correctly and the testing took longer than what was anticipated because the chips are at the limit of what the testings capability is within Taiwan semi. if that makes sense which means TSM' going to have to step up on their end to accommodate the speed of Nvidia next generation Reuben, because they're already at the limits with Blackwell.

I really don't know who to believe I don't know who to trust I sold a portion earlier in the week of Nvidia I'm hedged on the put side in the event of a problem with the material delay.

in the event of a gap down I will be a buyer of the leverage ETF and I will be selling puts naked in size on The leverage ETF NVDU just out of the money on the open. if there's no delay everything will gap higher and I will move my naked put selling to just below the market and I will re-establish a position of what I sold in Nvidia at that point looking for a blockbuster 2025.