$CRWV 20260807 65.0 PUT$  

$BABA 20260807 93.0 PUT$  

$CRWV 20260717 90.0 PUT$  

$CRWV 20260702 89.0 PUT$  

$CRWV 20260702 88.0 PUT$  

$CRWV 20260618 95.0 PUT$  

$CRWV 20260529 100.0 PUT$  

$NOW 20260605 81.0 PUT$  

$NOW 20260605 81.0 PUT$  

$CRWV 20260529 100.0 PUT$  

$BABA 20260522 123.0 PUT$  

$BABA 20260522 126.0 PUT$  

$CRWV 20260529 100.0 PUT$  

$NOW 20260605 81.0 PUT$  

$CRWV 20260529 95.0 PUT$  

$PLTR 20260501 135.0 PUT$  

$PLTR 20260501 128.0 PUT$  

$PLTR 20260501 128.0 PUT$  

$PLTR 20260515 120.0 PUT$   $PLTR PUT $120 | Over halfway there. Thesis intact. Sold the $PLTR 20260515 $120.0 PUT at $4.49. Now trading at $2.20. Unrealized: +51.03%. Position is healthy. Here's the full picture. Why Palantir at $120? Let me be direct — PLTR is not cheap by any traditional metric. It never has been. But that's not why I sold this put. I sold it because the business has crossed a line that most people haven't fully priced in yet. US Government contracts aren't going away. AIP — their AI platform for enterprise — is genuinely gaining traction with commercial clients. The demo days they run convert at a rate that almost no other enterprise software company can replicate. Revenue is growing. Margins are expa

$NOW 20260417 88.0 PUT$