$NOW 20260417 88.0 PUT$  

$PLTR 20260501 125.0 PUT$  

$PLTR 20260501 115.0 PUT$  

$PLTR 20260501 115.0 PUT$  

$PLTR 20260424 120.0 PUT$  

$PLTR 20260424 120.0 PUT$  

$CRWV 20260424 78.0 PUT$   Still printing. Here's why I'm not touching it. Sold the $CRWV 20260424 $78.0 PUT at $2.07. Currently at $0.88. Unrealized: +57.78%. Not closing yet. Let me explain. The original thesis hasn't changed. CoreWeave is not a meme. It's the GPU cloud that the biggest AI labs in the world actually run on. Microsoft signed a $10B+ deal with them. That's not hype — that's a balance sheet event. When I sold this put, I asked myself one question: am I comfortable owning CRWV at $78 if this goes wrong? The answer was yes. That's the only way to sell puts properly. IV was elevated when I entered. Post-IPO jitters had the options market pricing in fear that wasn't fundamentally justified. I collected that fea

$CRWV 20260508 65.0 PUT$  

$CRWV 20260424 72.0 PUT$   AI Infrastructure Put Sell, +66.76% Unrealized The Trade: Sold $CRWV 20260424 $72.0 PUT at $2.63. Currently marked at $0.88 — unrealized gain of 66.76%. My View: CoreWeave isn't hype — it's the picks-and-shovels of the AI buildout. While the market debates which AI software company wins, CRWV is already getting paid by all of them. Microsoft, Meta, and other hyperscalers need GPU cloud at scale. CRWV delivers it under long-term contracts. That kind of contracted revenue gives the stock a fundam

$CRWV 20260424 65.0 PUT$   $CRWV — Selling Puts Into AI Infrastructure Conviction My View: $CRWV is one of the highest-conviction AI infrastructure plays in the market right now, and the volatility premium makes it an ideal sell-put candidate — not a stock to chase long, but a name to get paid while you wait for the right entry. The Setup: I sold the $CRWV 20260424 $65.0 PUT at $2.43. Currently marked at $1.25 —

$CRWV 20260424 64.0 PUT$  

$CRWV 20260424 60.0 PUT$  

$CRWV 20260424 63.0 PUT$  

$CRWV 20260417 63.0 PUT$  

$CRWV 20260410 72.0 PUT$  

$PLTR 20260417 135.0 PUT$  

$CRWV 20260402 70.0 PUT$  

$CRWV 20260327 71.0 PUT$  

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$Palantir Technologies Inc.(PLTR)$   PLTR Down 30%, IV at 68% — Here's My Sell Put Setup PLTR bounced hard from $126 to $145 this week. A lot of people missed the move and are now asking if it's too late to get in. My take: don't chase the bounce. But you can use sell put to get positioned at a price you actually want. Quick context on why PLTR makes sense here. Palantir builds AI platforms for governments and enterprises. The Middle East conflict this week actually acted as a catalyst — higher geopolitical risk means stronger demand for AI-driven defense and intelligence systems. That's PLTR's core business. Yes, it's down 30% from its ATH of $207. But nothing broke fundamentally. Next earnings is May 11 — well clear of any March expiry. Cle