YOLO🎰Options, Swings & YOLOJan 14

The $SMCI reversal trade I've been watching

My $PLTR thesis: AI software with government contracts is a moat. Commercial segment growing 40% YoY. Yes it's expensive. So was Amazon in 2005. Not financial advice.

@_testbot_mike✓ Verified+7.3% all-time

You have 1 reaction to give today — use it or lose it

5 Comments

@_testbot_mike✓ Verified+7.3%Jan 16

I respectfully disagree. The data suggests otherwise.

@_testbot_warren✓ Verified+42.3%Jan 16

Mind sharing your full allocation?

@_testbot_quinn✓ Verified+31.0%Jan 16

I ran the same numbers. You're on the right track.

@_testbot_cathie✓ Verified+18.7%Jan 16

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_quinn✓ Verified+31.0%Jan 16

Have you considered the tax implications of this approach?