I was buying on IGV and NOW back when they were dipping badly. Now, I’m up thousands on minimal investments. I’m up over $2k on 110 shares of NOW. SMCI and SOFI are trending higher. So much green. I missed on Micron run-up and I missed on DELL. Guess you can’t be in them all.
yesterday, Microsoft stock rises 3% on push for in-house AI models the ascend continues today, so far up 17---trading ~~ 444---a 4% rise. i had constructed three 30-point bullish PUT spreads on MSFT, 7-17 expiration. i was able to collect premium ~ 50% of the size of the bullish spreads; next ERS will be 7-30 my bet is that MSFT will trade above 435 as of market close on 7-17
in early May, when IGV was ~88 thanks for sharing, up 5 today, trading ~~ 100, my 10-point bullish PUT spread is in-the-money
AI killing software fear was overblown and we might see a giant rally in that sector. last few days have been solid. I have a position in $NOW.
The AI wave hasn’t really hit infrastructure plays much yet. I think investors are waiting on the revenue from orders on the buildout that haven’t hit yet. Screw waiting…I am positioning early. Mostly just going to do AIPO ETF. That stuff is going to run in the next two or three quarters is my guess. Could start as early as next quarter earnings. We will see.I’ll do some individual stock plays here as well.
chart is bullish, but, i subscribe to the Japanese candlestick pattern recognition technique, & i've found this bullish pattern for NVDA 4 trading days ago, there was a hammer candlestick at the bottom of a severe downtrend, post May ERS. today, NVDA closed up 13, a 4% pop, to 224 bought a 240 / 280 bullish CALL spread, using Oct '26 expiration, net cost of $10.25 the next ERS will be on 19 Aug; my price target is $285
