$MU 20261116 855.0 PUT$ 

I’d put A — stronger commercial bookings first. That would signal renewed demand before it appears in reported revenue. However, the real test is whether those bookings convert into sustained growth (C), particularly as shorter-duration deals make revenue visibility less certain. PLTR’s pullback could be an opportunity, but only if fundamentals begin supporting the valuation—not simply because the share price is lower.

$APP 20261106 240.0 PUT$ 

Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours

REITs have been really poor underperforming during both rate hike and rate drop. There are more attractive sectors out there like healthcare and financials

Meta price action is really disappointing. They should price the new shares at above 700 and not at 625. Zuckerberg need to do better

$WDC 20261106 440.0 PUT$  

$INTU 20261023 315.0 PUT$  

$Meta Platforms, Inc.(META)$  

$INTU 20261023 315.0 PUT$  

$Meta Platforms, Inc.(META)$  

$INTU 20261023 315.0 PUT$  

$Meta Platforms, Inc.(META)$  

$ORCL 20261002 135.0 PUT$  

$Meta Platforms, Inc.(META)$  

$Meta Platforms, Inc.(META)$  

$SOFI 20260925 16.5 PUT$  

$Meta Platforms, Inc.(META)$  

$CRDO 20260918 160.0 PUT$  

$Meta Platforms, Inc.(META)$