I have been watching SWKS for months now, and have yet pulled trigger. This is a case of a) i am not sure i understand their product line sufficiently and b) the over-representation of AAPL as customer.
My bias has titled this week. Previously i waffled back and forth between the fear / greed balance, but now i am in the fearful camp, cleaning up the portfolios to limit downside risk and building cash. This means a) more taxes paid for cap gains in taxable account and b) some short-term income and further cap gains will be left on the table. The opportunity cost is worth the risk mitigation, imho.