Sean and I analyze tech's several week sell-off and whether we're in a secular bull market. The Impervious critiques my idea of selling puts to leg into the market and talks about the advantages of 30-45 days out for expiries. A little bit of macro talk - to what extent possible election surprises are priced into the market and the ongoing Fed put. Sean shares trade ideas on $CRWD, $SFIX, $KTOS and $VALE. And to end, a spirited discussion on $MCD and the success of Travis Scott as reason to believe Oracle and Walmart are winners on the TikTok deal.