To The Moon

There appears to be a pivot away from stocks in the SAAS sector which used to trade at very high multiples due to expectations of strong growth to more moderate growth, and MSFT appears to be a casualty of that. AI is here to stay but whether users will pay enough to cover the investment costs are a key unknown, especially when depreciation or AI hardware depreciates more rapidly than expected.

$UNH DIAGONAL 260220/260116 PUT 340.0/PUT 350.0$ Rolled for another month 

$UNH 20260116 350.0 PUT$ Roll over my 350 put after assigned today further to Jan for a profit of 800

$UnitedHealth(UNH)$ I was assigned the share and I decided to sell the share and roll over the put for another month as I believe the correction may have a little to go.

$MARA 20251121 40.0 CALL$ Selling a covered call to get some cash

$UNH DIAGONAL 251114/251017 PUT 350.0/PUT 365.0$ Rolled further down