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Phoenix Updates 8-7

By Ryan Mastro | Market Rebellion · August 7, 2026
8-7 Consider closing the ARKK position and the AFRM position. AFRM feel below the stop and the ARKK has made a quick pop.  They basically offset each other. DRAM consider closing with a small gain of 13% as we are below the new stop that we set on Wednesday! Consider rolling the short call in NFLX from 7aug 75 to 21AUG 78s.       8-5 thanks for accommodating my schedule! We put these calendars on to reduce total capital in these plays.  still have time but we have earnings coming up on both. Holding RDW and CDE through earnings.     TOST CONSIDER CLOSING THIS ONE! earnings done and out of the way and we had a modest gain and it is getting sold into at the moment!   NFLX consider holding as is, but we have to close and roll the short option by this FRIDAY     Holding these as is below, but we did raise the stops in AFRM, ARKK, and DRAM