$1,000 follows their calls into $962
Alexander the Investor@AlexMarkNJCybersecurity stocks just keep going up and up. It’s honestly amazing and insane. $CRWD $OKTA $PANW
Alexander the Investor@AlexMarkNJI sold a few puts on $BROS today. Oct 16th expiry (43 days) 3 contracts Strike price $40/share Delta of -0.12 $0.50 per contract for $150 of gross premiums.
Alexander the Investor@AlexMarkNJGreat announcement for $QCOM this morning establishing a long term partnership with $AMZN and AWS. There’s still opportunity here for long term investors for a reasonably safe AI play.
www.cnbc.comQualcomm issues warrants to Amazon to acquire $4 billion worth of chipmaker's stock as part of AI...Qualcomm is trying to move into the data center business, where Nvidia has been the dominant player in the AI boom.Alexander the Investor@AlexMarkNJThey’re just on epic runs and it’s honestly not stopping anytime soon. These have years of runway and industry consolidation ahead of them.
Heisenberg@Mr_DerivativesCybersecurity stocks going absolutely crazy today. $PANW +13% $CRWD +15%
Alexander the Investor@AlexMarkNJI think it’s extremely likely we’re all sleeping on $ORCL, with how engrained it’s going to be with Open AI’s long term rollout.
Jensen Huang@JensenHuangGPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.
