I can see there has been large trades coming into tech again in the recent days, so i am gonna buy small lots on leaps and then some put credit spread.
I am sure he is right to some extend, but with his wealth and connections, he is very capable in betting both directions; maybe with good hedging for when market rallies. so I wont follow him blindly, but add some PMCC on quality stocks and earn the sell calls; so I can profit both ways.
I got in NVDA before earnings via put credit spread at low low delta... wanted to buy, but I got the feeling it is hard for it to go very high unless people no longer fear the AI bubble.
$Palantir Technologies Inc.(PLTR)$ Palantir is going to be the operating system for US agencies, and a pullback is healthy in my opinion, I am bullish in the longer run, so gonna pick up whenever it dips.
$Microsoft(MSFT)$ My guess is that it will touch the previous all time high at about 366 level , and then drop. it will then have a technical rebounce since it is at an extreme overbought level now. My Hope is that, the drop happen before Dec, and rally at Dec. I would only buy some call options after it drop and I see reversals signs