To The Moon

$PLTR 20260515 120.0 PUT$   $PLTR PUT $120 | Over halfway there. Thesis intact. Sold the $PLTR 20260515 $120.0 PUT at $4.49. Now trading at $2.20. Unrealized: +51.03%. Position is healthy. Here's the full picture. Why Palantir at $120? Let me be direct — PLTR is not cheap by any traditional metric. It never has been. But that's not why I sold this put. I sold it because the business has crossed a line that most people haven't fully priced in yet. US Government contracts aren't going away. AIP — their AI platform for enterprise — is genuinely gaining traction with commercial clients. The demo days they run convert at a rate that almost no other enterprise software company can replicate. Revenue is growing. Margins are expa

$NOW 20260417 88.0 PUT$  

$PLTR 20260501 125.0 PUT$  

$PLTR 20260501 115.0 PUT$  

$PLTR 20260501 115.0 PUT$  

$PLTR 20260424 120.0 PUT$  

$PLTR 20260424 120.0 PUT$  

$CRWV 20260424 78.0 PUT$   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