$ONDS 20261218 6.0 PUT$ meandering whether to buy to close it or to roll it when the option reached closer to expiry. With that being said, the whole reason as to why I started to sell puts on ondas is I believe that data centers when it reached the s-phase of growth curve would need drones to act as security guards instead of humans since drones can operate 24/7 and 365 days

$SK hynix(SKHY)$ long term bullish. Every single robotics company will rely on hbm chips from the days to come as they need to remember on the actions to take as well as communications with humans. What more to better bet on a company that already took 50% market share of hbm. 

Wanted to get in at 185. Unfortunately it didn't hit that price.

$Tesla Motors(TSLA)$ bullish on this since 6 years ago. Once merger gets approved, tesla will be sold at a premium to spacex shareholders. Although this might take a while for the merger to gets approved and is a lengthy process but it is a certainty that it will happen

Expect all the hyperscalers to report increase in capex if not they are all going to rely on spacex for their colossus compute

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$AMD 20270115 200.0 PUT$ profits taken 

$Palantir Technologies Inc.(PLTR)$ not giving up 

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$AMD 20270115 200.0 PUT$ closed yesterday 

$Tesla Motors(TSLA)$ good for last week 

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$Oracle(ORCL)$   1️⃣ Why am I making this trade now? Oracle is the bridge between traditional companies and the cloud. It provides the infrastructure needed for them to make the transition to cloud. Although a lot of people liked to place a bear thesis that oracle is too concentrated with openai but if openai can't meet the obligations, oracle will just switch to another client immediately as the infrastructure build out is there. Also, the likes of neoclouds such as clsk, iren and cifr will definitely feel the brunt if any negative news were to hit orcl. Also, being a massive cloud infrastructure company, the stock hasn't moved much compared to the neoclouds or its peers such as meta and goog.  2️⃣ What’s my plan from here? I plan to es

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$PLTR 20260821 200.0 CALL$ wows

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