I’ve been doing well just selling CSPs on this name.

1) a company's moat is what they (and only them) can verify=private evals 2) observability tools will graduate to "productivity oracles" from Labs/CSPs that want to sell tokens in premium 3) the pattern of "connected privacy" will keep coming back and back. how can your sovereign private stack participate in a network economy? there isn't a good answer atm but I expect TEE/FHE/ZK to gain rapid adoption in the enterprise world. my personal bet is that ZK will be the connective tissue of the enterprise agentic economy

Yep got CSPs and LEAP calls going on it

When I talked about this with them, especially in a mutli cloud world which they will have to live in with customers running in big CSPs and potentially them, is how this would work in that environment when I'm running openAI or anthropic APIs at a big three CSP then having to isolate certain workloads with them. They seemed to have ideas but not fleshed out yet. My other concern was they gave me some details of how shopify is working as a mutli cloud, what they run elsewhere and what they run at at Nebius and the lower value tokens were at nebius and higher value at the CSP. So that has to shift somewhat for a hybrid/multi cloud environment.

CSPs at the open? Chef’s kiss. Let’s milk that IV.

Just wait until the VCs are allowed to start cashing out. I’ll definitely be selling CSPs on it after watching it for a bit.

Capital allocation check: While $NBIS and $MU control the majority of my book,I’m continuing to diversify between: $ALAB vs $CRDO vs $MRVL All three are AI infrastructure winners. But not all three deserve fresh capital at the same time. My ranking right now: $ALAB $CRDO $MRVL $ALAB is the one I want more of. Nasdaq-100 inclusion changes the profile. This is no longer just a high-growth AI connectivity name. It is becoming an institutional index-flow name. I only own a small position, and I think that eventually needs to be built. But not by chasing a vertical candle. $ALAB is my best pullback-buy candidate. $CRDO is still a monster, but the entry matters. I like adding exposure through lower-strike CSPs where assignment feels like a gift. That is why the $CRDO Jul 17 $220 CSP made sense to me. Effective basis around $198.52. That is the kind of setup I want. $MRVL may be the most proven company of the three, but it has already had a huge move and I already own enough. So for me, $MRVL is a hold. Let it work. Use small covered-call trim valves only when it makes sense. Do not overcap it. Bottom line: Fresh capital does not automatically go to the biggest winner. It goes where my current exposure, valuation, setup, and future upside line up best. Right now, that is $ALAB on pullbacks. $CRDO on weakness through CSPs. $MRVL as a hold. Not financial advice. Just building the AI infrastructure book in public.

I like to sell CSPs at a .2 delta and under with 1.7% 30 day return. When I am assigned shares, I sell covered calls at my entry price and usually at a much higher yield.

At Friday’s market close Had 2 $JOBY $9 CSPs expire for $82 in premium Plus had a $BMNR $28 CC expire for $57 in premium Collected $139 this past week

$SOFI to $100! Send it bro. I’m selling CSPs on it currently, will eventually own it 🤑

Long-term equity, options and CSPs, Bitcoin and macro, dividend strategies, growth investing. You get 8 people working for you EVERY SINGLE DAY. This is built to make you a better investor for the long term.

I'd say wait after earnings, if it dips on good earnings and improved gudidance then go long, if it rips then sit out or sell CSPs

Next up on Chase The Sun we'll talk bout CSPs, how and when they can be deployed, the risks, and how they help. We will also engage in rampant, wild speculation about the incapacitated Fable 5, the performance of $SPCX on Friday, and what we think might be in store for tech.

As far as shar count, it’s HOVR, but as far as amount invested, is ACHR! I have a large Joby position, but mostly LEAPS and CSPs!

Really happy to see this. These CSPs were supposed to be the educated ones working for the people not corrupt politicians or estb. They favoured these thugs in elections. Now let them eliminate eachother. We are having fun.

Some of the biggest companies in the world started by solving boring problems, and then they grew to what we know them for today. Find your ICP, give them that one thing that drives them nuts, and take a step back, watch it grow. Cracking boring can also be difficult. I'm building @keeponboard in one of the most saturated markets, CRMs, CSPs, etc. On the surface, new players are hesitant to enter, got VC backup, or just choose something easier to crack.

Yes. Hard to ignore the juicy premiums right now, but I shifted to more long calls on ASTS and closed almost all my CCs yesterday. They were part of a spread. I closed all my CSPs when we spiked to $120-130 and haven't opened any since, but this is a good spot to do so.

Here’s the plan I said I wanted to trade options - that’s not going to happen, I know myself and I know that’ll go poorly The plan is to build a portfolio of 4-8 rock solid companies that I am confident in enough to stack shares for years and years Then down the line I’d consider running with some CSPs and CCs depending on the scenario but that’s years upon years from now however I have 3 companies already that I am 100% ready to own through anything (other than Chinese invasions) - $NOW $AMKR & of course the one and only $TSM I want to diversify a bit more and add a few more tickers to the portfolio, but that will come with time

Got out of $SOXL & $IREN, also traded $TE and $ASTS CSPs