OT - Suddenly, over the last several days, CIEN has reversed itself from sinking to the $41 range after a great earnings report (after it popped to $45 or so), and now it's $44+ today. While the consistency of good earnings suggset there's more upside in the 5g swing with them, I'm at least going to mull selling a small portion of my holding with a call.

ISRG will report tonight. I'm still a fan of them.

NVDA has been touting what sound like enhanced 2080's - as if the cards being advertised have better performanc than the original 2080's. But the MSRP is $699, even less than the 2080's. Not sure what's going on with that. But their original pricing on the 2080 ti ($1199 MSRP) and 2080 ($799), neither of which ever sold at those prices, might be a factor in coming back to earth. I do wonder how things like Google's 'Stadia' service, where you don't need a console, may progress in the future, with no need to buy a videocard nor a console to get 4k graphics.

Lastly, some major brokerage downgraded TTWO, from buy to hold, with a PT of $135.

And I'm somewhat worried about my pharma stocks - while Trump's approach to cutting prices is ham fisted, it's probably one of the few things the Democrats can agree with.