$CRWV 20260220 65.0 PUT$ I clo-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$CRWV 20260220 65.0 PUT$

I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.

In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.

# Winning Trades

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LeilaLynch
·12-09
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Smart exit before the storm [吃瓜] Convertible notes are 🚩 indeed. Profit is profit!
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- Charyft:
  ✨✨ yes! Thank you 🙏🏻
  12-09
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Mortimer Arthur
·12-10 15:10
Quarterly revenue is $4B and they lose $1B. Have $2B of Cash and Debt of $18B. Just borrowed another $2B.
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Enid Bertha
·12-10 15:12
Tough Nov for CRWV. This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94","width":"1122","height":"1737"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94","width":"1122","height":"1737"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/CRWV 20260220 65.0 PUT\">$CRWV 20260220 65.0 PUT$</a>&nbsp;</p>\n<p>I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.&nbsp;</p>\n<p><br></p>\n<p>In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/CRWV 20260220 65.0 PUT\">$CRWV 20260220 65.0 PUT$</a>&nbsp;</p>\n<p>I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.&nbsp;</p>\n<p><br></p>\n<p>In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","text":"$CRWV 20260220 65.0 PUT$ I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage. In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. 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Thank you 🙏🏻","text":"✨✨ yes! Thank you 🙏🏻","html":"✨✨ yes! Thank you 🙏🏻","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":509206658011536,"commentId":"509206658011536","gmtCreate":1765350612027,"gmtModify":1765350617864,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","text":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","html":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":509207120347536,"commentId":"509207120347536","gmtCreate":1765350724883,"gmtModify":1765350733004,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","text":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","html":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}