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The Trading Day · Saturday, November 7, 2026

AI Build-Out — Sold Chip Tools, Bought JFrog

Three of the five books traded in the week chips fell hardest. AI Build-Out sold three chip-supply lines and Natera, and bought JFrog, Shopify, Accenture and Airbnb. The two option books sold premium: the derivatives book sold six new puts and closed three losing lines, and Hypergrowth rolled several of its calls and wrote new ones. Global Tech 50 and Global ETFs did not trade. The chip fund SOXX fell 13.1 percent on the week, 12.1 percent of it on Thursday. Rubin Build-Out 100 lost 13.2 percent and the Agentic Ecosystem index 10.5 percent. JFrog, bought at Thursday's close of 74.62 ahead of its results that evening, ended Friday at 100.98.

Daily Pulse — AI Build-Out — Sold Chip Tools, Bought JFrog

Three of the five books traded in the week chips fell hardest. AI Build-Out sold three chip-supply lines and Natera, and bought JFrog, Shopify, Accenture and Airbnb. The two option books sold premium: the derivatives book sold six new puts and closed three losing lines, and Hypergrowth rolled several of its calls and wrote new ones. Global Tech 50 and Global ETFs did not trade.

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