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Praveen G S
7.9K posts

Praveen G S
@Siddavarapu
, ☁️ and Tesla - AWS 5x Certified, @azure and @snowflakedb certified
Hilliard, OH Katılım Haziran 2009
89 Takip Edilen805 Takipçiler

@aleabitoreddit I am a new subscriber, is there a place I can see what stocks or newly added
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@WheelieInvestor Try buy stocks and sell for $200-$300 profit and build .. only good stocks
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Lesson Learned…
Don’t trade options in your Roth IRA
I’m going back to $VOO and chill

The Wheelie Investor@WheelieInvestor
I’ve joined the dark side I took my first options trade in my Roth IRA Let’s run this to $1 million tax free
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@JasonL_Capital What about 70csp Jan 2028 gives $1350 premium ?
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You could buy 100 shares of $NOW right now for $9,077
Or you could buy the $90 call LEAP expiring June 2027 for $2,500
Same directional exposure. ~72% less capital. Over 416 days of runway.
The trade:
Strike: $90
Expiration: June 17, 2027
Premium: ~$25.00 per contract
Breakeven: $115
If $NOW hits $120, this LEAP returns ~20%
If $NOW hits $140, this LEAP returns ~100%
If $NOW hits $160, this LEAP returns ~180%
Buying 100 shares at $90.77 and watching it hit $160 is a ~76% return. The LEAP returns 180% on roughly a quarter of the capital.
Why I like the setup:
- Q1 2026 subscription revenue up 22% YoY to $3.67B
- CEO projecting $1.5B in AI product sales for 2026 - 50% higher than prior forecasts
- Now Assist customers spending $1M+ grew over 130% YoY
- Becoming the AI operating layer for enterprise workflows
- 5-for-1 split in December 2025 opened the stock to a wider retail audience
- 416 days to expiration gives the AI monetization thesis time to compound
The max you can lose on a LEAP is the entire premium you paid. In this case, that's $2,500 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it.
Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.
NFA DYOR

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Come sell options with me this week!
Last week profit was $4,911.54
Every trade alerted with the link below.
Try for two week, just $2.00.
whop.com/checkout/plan_…

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All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent development talks with Marvell)
$SIVE powers Poet Starlight/optical interposers, and Poet's CFO confirmed they're supplying to Marvell few days ago.
> $SIVE -> $POET -> "NDAs other hyperscaler suppliers"
1. Western Hyperscalers
> $SIVE -> $JBL (1.6T LRO)->
1. $META (Jabil $INTC SiPH inheritance, maps to Meta LRO program)
2. $NVDA (NVIDIA possibly OEMs optical transceivers) -> $MSFT | AWS | hyperscalers
$SIVE is the confirmed laser source for $JBL 1.6T optical transceivers.
> $SIVE -> Ayar ($500m fundraiser last month for volume ramp) ->
1. Alchip (Joint CPO)
2. Intel
3. GUC/Wiwynn
-> $AMZN (Alchip)
-> $AMD (CPO from $GFS partnership) possible.
$SIVE is known laser supplier to Ayar, and Ayar removed $MTSI / $LITE from their website recently. Only showing $GFS + $SIVE, likely showing Sivers was primary laser supplier.
As $GFS x $AMD partnered up recently, that makes Siver a possible core laser supplier for $AMD's CPO program if they go with Ayar.
> $SIVE -> Enablence -> O-Net (massive Asian OEM)-> Asian Hyperscalers
1. $AVGO ELS (possible)
2. $META and $GOOGL ELS
3. ByteDance (possible) -> ELS
4. Tencent (possible) -> ELS
5. Alibaba (possible) -> ELS
$SIVE ELS partnership with O-Net/Enablence around OFC.
Sivers lasers is mass produced by foundries like Win Semi... and they're validated in $GFS CPO supply chains too from their recent image presentations.
It's not about what Sivers is forecasting today from qualification revenue that everyone models off of.
Alpha comes from future revenue proportional to demand from every Western/Asian hyperscaler for CPO/1.6T in 2027, 2028, 2029, and onward.
$SIVE looks like one of the most unknown photonic stocks on the market that's yet to come.

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@burrytracker He just bought a bunch of stuff with no stop loss then did meth, had the ugliest girlfriend on the planet and played video games in the Bahamas.
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If Sam Bankman-Fried did nothing illegal, he might have been the best VC in history
What SBF bought vs. what it's worth today:
• Cursor: ~$200K → ~$3B (+1,499,900%)
• Anthropic: ~$499M → $82.3B (+16,400%)
• SpaceX: ~$200M → ~$15B (+7,400%)
• Solana: ~$189M → $5.1B (+2,600%)
• Robinhood: $612.5M → $4.9B (+700%)
• Genesis Digital: $1.17B → $3.5B (+200%)
Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 today
Instead he's tweeting from Federal Correctional Institution

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@0ptionsTrader @smarter411 You can also enter now, the price is around $3.0
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@smarter411 Tried to grab it, but it doubled when I was entering order. missed it by 2 mins
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@JoshTradeOption 175 csp gives $435 premium any reason notchoosing this approach ?
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