mster
08-11
$APP 20250808 280.0 PUT$ I closed 2 lot(s) $APP 20250808 280.0 PUT$  ,AppLovin (APP) is drawing major attention — and for good reason. Rumors around the S&P 500 inclusion have been swirling ever since the Paramount–Skydance merger raised questions about Paramount’s continued eligibility. That merger could create a vacancy in the index — and leading contenders for that spot include AppLovin and Robinhood, both strong in scale and visibility. On the fundamentals front, AppLovin just delivered a blockbuster Q2 report: • Earnings per share: $2.39, beating expectations by about 23%. • Revenue: $1.26 billion, up 77% year over year. Shares surged 12%, closing at $437.34, after breaking out from a “cup base” technical pattern. Despite the pop, things have settled since earnings — my cash-secured put (CSP) opened two weeks ago has been thoroughly crushed, allowing me to keep the full premium. I’m also carrying a naked short call, so now more than ever, I’ll be glued to price action — hoping the stock stabilizes rather than running parabolic.

AppLovin (APP) is drawing major attention — and for good reason.

Rumors around the S&P 500 inclusion have been swirling ever since the Paramount–Skydance merger raised questions about Paramount’s continued eligibility. That merger could create a vacancy in the index — and leading contenders for that spot include AppLovin and Robinhood, both strong in scale and visibility.

On the fundamentals front, AppLovin just delivered a blockbuster Q2 report:

• Earnings per share: $2.39, beating expectations by about 23%.

• Revenue: $1.26 billion, up 77% year over year.

Shares surged 12%, closing at $437.34, after breaking out from a “cup base” technical pattern.

Despite the pop, things have settled since earnings — my cash-secured put (CSP) opened two weeks ago has been thoroughly crushed, allowing me to keep the full premium. I’m also carrying a naked short call, so now more than ever, I’ll be glued to price action — hoping the stock stabilizes rather than running parabolic.

APP PUT
08-09 14:41
US20250808 280.0
SidePrice | FilledRealized P&L
Buy
Close
0.00
2Lot(s)
+100.00%
Closed
AppLovin Corporation
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Comments

  • Athena Spenser
    08-12
    Athena Spenser
    S&P inclusion would be a rocket—keep one eye on that merger news, it’s the wild card.
    • mster
      Indeed. If not included … coming back down to earth. 😅
  • Maurice Bertie
    08-12
    Maurice Bertie
    Naked short call here is risky—if it breaks out again, that could sting. Hope it stabilizes!
    • mster
      Yeah. Indeed. Thus scalping keep everything short
  • JackQuant
    08-11
    JackQuant
    Nice strategy! Paying more attention to its next move.
  • jazzyloo
    08-11
    jazzyloo
    Great move on that put! Exciting times ahead! [Wow]
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