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Thanks. I made tons on calls on semis as well. Financials are interesting as that they're still relatively low.

I got paid on IWM these days finally. About time money rotated from tech. I've been in XLF and JPM but it's been slow.

Nice. I don't think money will ever rotate away from tech lol. But, financials seem extremely cheap from value perspective. I'm in JPM as well. The slower, the more I can accumulate these nice dividends at these prices.

I meant it more as IWM leading the charge in indices rising lately for a more risk on environment. It was a matter of time given the environment and with how much QQQ got pushed relatively speaking value must be found elsewhere. I was running out of time on my 5/15s but it worked out. Now it is time to hunt the stragglers basically. Recently added LUV, PLAN, UAL, and TECK.

Interesting theory. Grats on getting your calls right, and I agree that it's straggler hunting time. Interesting buys, I'm not interested in airlines but I can see how it lines up with your thesis.