Jesse Franklin

Good evening, this is knind of a long post , but wanted to show you how I come up with strike prices for credit spreads Most credit spread posts focus on options Greeks and payoff diagrams. 🧵👇

@HunterAllen4 You as well

@EdgeReport91 Have a great Sunday bro

Happy Saturday this weeks options account trades and profits

@HunterAllen4 Yes the pick and shovels of the AI/Data center build out gets missed

$RFIL Earnings June 15th. Tomorrow. One of the more overlooked fiber infrastructure stories in the market. HAPPY SUNDAY X FAM REMEMBER $OCC YEAH YOU KNOW ME? Up 360% past year and overlooked. Almost nobody is looking at the companies actually connecting the data. Here I am reminding you again. Keep following for new ideas off most retails radar. Subscribe to support the grind! Everyone talks about $NVDA. $LITE. $NBIS Everyone talks about $GLW. Everyone talks about transceivers, optics, AI clusters, data centers, and hyperscale spending. Almost nobody talks about $RFIL. At roughly a $200M market cap, RF Industries sits at the intersection of fiber optics, telecommunications infrastructure, edge data centers, aerospace communications, and thermal management. The market still largely views RFIL as a traditional telecom supplier. The numbers are quietly improving. FY2025 revenue increased 24% to $80.6M. Gross margins expanded from 29.1% to 33.2%. The company swung from an operating loss in FY2024 to an operating profit in FY2025. Q1 FY2026 gross margins expanded another 250 basis points to 32.3%. Adjusted EBITDA increased 22% YoY. Non-GAAP net income reached $659K. Most importantly, backlog continues moving higher. Q1 backlog stood at $14.4M. Shortly after quarter-end it climbed to approximately $18.6M. That’s where the backlog story becomes interesting. But the bigger story may be the evolution of the business itself. RFIL is no longer relying solely on traditional telecom spending cycles. The company has expanded into: • Aerospace and satellite cabling • Mission-critical military and government applications • Hybrid fiber + power solutions • Edge data centers • Direct Air Cooling systems • Broadband and wireline infrastructure The aerospace opportunity may be bigger than most investors realize. RFIL has now secured multiple follow-on orders totaling more than $4M from what management describes only as a “leading aerospace company.” Not a one-time order. Repeat business. Mission-critical custom cabling designed for extreme environments, including radiation resistance, temperature fluctuations, weight reduction, and high-reliability communications. Defense platforms. $LMT $NOC The products RFIL builds fit directly into the infrastructure required by companies like $ASTS, $RKLB, and potentially even $SPCX. No, there is no public confirmation tying RFIL to any of those names. But that’s precisely what makes the opportunity interesting. The space economy is expanding rapidly. Thousands of satellites are being launched. Direct-to-cell networks are being built. Rocket launches continue accelerating. RFIL doesn’t need to be the prime contractor. It simply needs to be a trusted supplier of the critical components that make those systems function. Another underappreciated asset is RFIL’s relationship with $GLW. Through its subsidiary operations, RFIL holds Corning Gold certification, one of the highest levels of qualification within Corning’s fiber ecosystem. That gives $RFIL credibility, access to premium fiber solutions, faster fulfillment capabilities, and positioning within one of the most important optical networking ecosystems in the world. This is where the valuation disconnect starts showing up. $GLW carries a market cap north of $60B. $AAOI is valued in the billions. $CIEN, $LITE, $APH and other connectivity leaders command significantly larger valuations due to their perceived exposure to networking and AI infrastructure growth. $RFIL sits around $200M. Not $2B. Not $20B. Just a few hundred million dollars. Tomorrow’s earnings matter less for the quarter itself. $RFIL is helping build the fiber, cabling, cooling, and connectivity infrastructure that allows those systems to communicate, Satellites too. That’s the disconnect worth watching.

@quiet8302 @astros Good morning

Good Morning X Fam ☀️ Happy Sunday! Just enjoying the day and staying grateful. Family ❤️ Growth 📈 Freedom 💰 @astros ⚾ Gm6 Carolina vs Las Vegas 🏒 Have a blessed and relaxing Sunday everybody. $BTC $TSLA $AMDY $SCHD $NVDA $VOO $CHPY

@JohnProv1 Thanks , we are doing absolutely nothing last couple of days were very busy , plus probably had one to many last night .

@EdgeReport91 Good morning Jesse ☕️🌞 Hope you have a great Sunday Sir 🫡

Happy Sunday Friends!! 🌞☕🧡 #Sundayvibes

@ElijahColeman21 Agree makes no sense at all , but I guess it’s easy to coach from the sidelines 🤷

Imagine having a 7'4 player on your team, and as a coach you hardly have him in the paint while getting outscored in the paint by a rookie. Spurs deserve to lose the series… #knicks #Spurs

@CaffeineCraig Good morning Craig

Good Morning ☕️ "You can have results or excuses. Not both." -Arnold Schwarzenegger

@drp825_ We are doing absolutely nothing but relax today . Was a very busy last couple of days

Sunday funday! What does everyone have on their plate today? I’ll be viewing an apartment for work and hitting the gym before I start diving back into some plays for this upcoming week!

@MikeSchiemer Oh that sucks sorry to hear that. Yesterday was bittersweet day sending my babygirl off . Wedding was beautiful and woke up this morning realizing she is gone . When you get a change check your DMs

@EdgeReport91 Good morning legend king, hope your family day went well! Mine was alright except for basement pipe break / leak and washing machine leak... both will cost me a few bucks lol.

Good Morning GM Crew. Have A Sensational Sunday! #SundayMotivation Off to a late start today, but have gym, grocery store, biking, cleaning, and work on the agenda. #LFG

@SavingsCaptain Very good point

Spend $135 on a round of golf or drinks and that’s normal. Invest $135 in a company that will change civilization and people question it.

@SavingsCaptain @BullMarketBoss 100%

@BullMarketBoss Congrats. Representing the OG

8400 of you 🙏 This community shows up every single day, asking great questions, sharing wins, keeping each other accountable when the market gets loud. That’s rare, and I don’t take it for granted. You’re the reason this keeps getting better. Let’s keep learning, building, and growing together 🤝

@BullMarketBoss Congratulations well deserved one of the OG leaders and the 52 week challenge.

@paradisemint Wow that’s a lot of points , go enjoy a nice vacation . We go back and forth from team points to team cash back .

My credit card rewards points are really starting to stacking up. 1,029,942 points with Chase 1,256,581 points with Amex So just 2.2 million points. Trying to figure out what to do with them.

@Dom_Investing Yes

@EdgeReport91 Is this your house? 😲

Crews are here setting up for the wedding , I will be playing pool with the guys .

@SonnyDayCreates Thanks

@EdgeReport91 I'm just hanging out. Not a lot on the agenda this weekend here. Have a good time Jesse!

@Stevo_12 Thank you

@EdgeReport91 That’s a cool looking pool room!

@ElijahColeman21 Enjoy

Empty gym vibes on a lovely Saturday! Have a great Saturday everyone and rest up 🤜🏽🤛🏽

@HappyBullTrader Thanks

@EdgeReport91 Congrats! Enjoy your time!

@BullMarketBoss Thanks daughters wedding , the house is getting chaotic

@EdgeReport91 Enjoy the weekend with your crew