Stocks covered: SMH (ETF), LRCX, AMAT, ON, AMKR, ENTG, MKSI, QRVO, SWKS, CAMT, UCTT, ICHR, XRT (ETF), DKS, CRIS, EPIX, MGNX, INMD, SWAV, NARI, VCEL, LAD, ICAD, GMBL, MHO, BZH, SF, CPE

Unusual Option Activity (was also posted below the Weekend Video 3/27/21)
3/25/21 Semiconductor ETF (SMH) with 10,000 August $220 calls opening $23.45 as May $190 adjust.
3/25/21 Semiconductor ETF (SMH) also 4475 May $235 calls bought today $8.70+

Link to Bank of America note on Semiconductors: https://twitter.com/WallStJesus/status/1377032857646940167