After the Bell Premium

Generating weekly cashflow selling low delta puts on quality stocks. Reinvesting premiums into long term holds and index funds for compounding growth. Building wealth one premium at a time. Sharing real trades, lessons, and updates. Not financial advice. DYOR.

Weekly Options — Exp 7/17 (updated) Covered Calls $PLTR 135C — $99 premium $VRT 337.5C — $158 premium $VRT 340C x3 — $494 premium Cash Secured Puts $AAOI 82P — $27 premium $ALAB 295P — $101 premium $AMD 445P — $111 premium $BE 160P — $87 premium $CRDO 200P — $94 premium $CRWV 75P x3 — $112 premium $NBIS 170P — $163 premium $NFLX 64P x2 — $49 premium $NFLX 67P — $60 premium $RDDT 175P — $106 premium Income for week: $1,664 Honest work continues 😏

Added the $PLTR gift this morning in the 123s

$PLTR is one of the best long term AI plays out there. They’ve got real, battle tested software that big companies and governments actually use to make smarter decisions fast. Commercial growth is ramping up, government work is sticky, and the AI tailwinds are massive. Dips under $130 I’ll continue to add to the port.

$VRT up almost 89% year to date and still adding to the AI data center cooling story. Just picked up ThermoKey to boost that segment further. Fundamentals keep tracking with the AI infrastructure buildout narrative. Worth noting the valuation is rich versus peers, trading around 7.75x forward sales while nVent sits closer to 4.83x. Market is paying up for VRT’s positioning, not just its growth.

Added today $QQQM, $VRT, $PLTR, $AVGO

Weekly Options — Exp 7/17 Covered Calls $PLTR 135C — $99 premium $VRT 337.5C — $158 premium $VRT 340C x2 — $293 premium Cash Secured Puts $AAOI 82P — $27 premium $ALAB 295P — $101 premium $AMD 445P — $111 premium $BE 160P — $87 premium $CRDO 200P — $94 premium $CRWV 75P x3 — $112 premium $NBIS 170P — $163 premium $NFLX 64P x2 — $49 premium $RDDT 175P — $106 premium Income for week: $1,402

Weekly Options — Exp 7/17 $AAOI 82P — $27 premium $ALAB 295P — $101 premium $AMD 445P — $111 premium $BE 160P — $87 premium $CRDO 200P — $94 premium $CRWV 75P x3 — $111 premium $NBIS 170P — $163 premium $NFLX 64P x2 — $48 premium $RDDT 175P — $106 premium Total premium collected: $848 Honest work! Nothing too crazy. 😏

Selling premium feels like free money until volatility explodes and you’re holding the bag. Most retail traders chase premiums like it’s free money. The real premium is time in the market and risk management. High IV? Sell premium responsibly. Low IV? Buy dips with defined risk. #Stocks #Options #Trading #Premium

@pepemoonboy Don’t overconcentrate is such a huge aspect. Don’t let one stock dictate everything. Good call!

Learning how to sell options has changed my life. My options selling strategy is actually pretty simple. I stick to a repeatable process which I’ll share with you for FREE. I want everyone to win, and if you like to win, give me a follow. How I Approach Selling Options: 1. Sell options on great companies. Find businesses in industries with long-term growth tailwinds. Study the fundamentals, understand the valuation, and decide whether you’d be happy owning the stock for years. Build a watchlist so you’re ready when opportunities come. 2. Sell covered calls on big green days When a stock rallies, option premiums increase. If I’m willing to sell my shares at a higher price anyway, I get paid while I wait. 3. Sell cash secured puts on big red days. Fear creates opportunity. Red days usually mean higher implied volatility and better premiums. If I already wanted to buy the stock at a lower price, I can get paid to potentially buy it there. It’s basically getting paid to place a limit order. 4. Look for implied volatility above 30%. Higher IV generally means richer option premiums. The more premium I collect, the more I get paid for taking the same obligation. 5. Avoid selling options right before earnings. Earnings can cause huge price swings in either direction. I’d rather collect consistent premium than gamble on a binary event. 6. Always be comfortable with assignment. If I sell a cash secured put, I’m happy buying the shares. If I sell a covered call, I’m happy selling my shares. If you’re disappointed either way, you probably shouldn’t have placed the trade. 7. I typically target a 0.25 to 0.35 delta. This gives me a balance between collecting meaningful premium while maintaining a reasonable probability of success. 8. I target at least a 1.5-2% monthly return on capital. If a trade doesn’t meet my minimum return requirement, I simply wait. Cash is a position too, and patience is one of the biggest edges in investing. 9. Don’t overconcentrate. Don’t let one stock or one sector become too large a percentage of your portfolio. Diversification won’t eliminate risk, but it can prevent one bad trade from doing serious damage. 10. Always keep cash in reserve. Never deploy all your capital. Keep cash available in case multiple cash secured puts get assigned or an incredible buying opportunity presents itself. 11. Have an exit plan before entering. Know exactly what you’ll do before placing the trade. Will you let it expire, buy it back early, roll it out, or accept assignment? The decision should be made before emotions get involved. 12. Don’t chase premium. The highest premiums usually come with the highest risk. Focus on quality companies and favorable setups, not whichever option pays the most. 13. Position sizing matters. No single trade should have the power to significantly hurt your portfolio. Size your positions so one unexpected move doesn’t derail your long-term strategy. 14. Be patient. Some months the market offers incredible opportunities. Other months it doesn’t. You don’t need to force trades just because you have cash sitting idle. 15. Understand why IV is high. Higher implied volatility means higher premiums, but it also means the market expects bigger price swings. Make sure the premium justifies the risk you’re taking. That’s how I approach selling options. What’s your strategy like?

Weekly Options — Exp 7/17 Cash Secured Puts $BE 160P — $87 premium $CRDO 200P — $94 premium $CRWV 75P x3 — $112 premium $NFLX 64P x2 — $49 premium $RDDT 175P — $106 premium Total premium collected: $449 I’ll look to add some contracts after the bell.

@fivepointscap I like $RDDT, whole port looks good outside of $WEN haha

Out of the stocks currently in my portfolio, which one is your favorite and least favorite? - $AMZN - $META - $SE - $MELI - $BRK.B - $MSFT - $RDDT - $NVDA - $AVGO - $WEN

@fivepointscap $NFLX has that staple like pricing power. But it’s not a true staple. The moat is attention based, not habit based, and short form video is eating into that. Still cheap here if subscriber trends hold. I sold puts at $64 that expire Friday. I don’t expect to be assigned.

I think $NFLX should be viewed as a high quality staple. People pay their Netflix bill regardless of their financial situation. There’s an old saying that people pay their cable bill before their mortgage. That $20/mo isn’t gonna make a big difference financially but it gives you something to look forward to. They shouldn’t need to be growing 15% to sustain a 20x multiple. Many high quality staples trade at 25x+ with basically no growth. High margin, high ROIC, decent moat, defensive cash flows, growing 15% should be trading 30x+ and if that 15% drops to 5-10% it’s still undervalued imo

@davey_juice This layered setup is why their contracts are so sticky especially in government and big enterprises. The commercial side with AIP is picking up speed and margins keep getting better as software revenue grows. One of the strongest moats in enterprise and government AI. $PLTR

$PLTR thread part 2 Focusing on their products To understand Palantir, you need to understand that they are not selling one AI product. They have built a software platform with different layers. At the foundation is the ability to connect complex data. On top of that sits the operational layer where organizations understand their environment and AI can be applied to that context. Their major products are: Gotham, Foundry, AIP, and Apollo.

$VRT catching a nice tailwind. BofA is out saying $META could be building its AI capacity at roughly half the cost the market expected. Lower cost per gigawatt should let hyperscalers go bigger and faster on data centers. $VRT powers a big chunk of that infrastructure with their cooling and power systems. More builds usually means more orders.

BofA says $META's 2026 buildout math may be far better than expected: 6.5 GW of added capacity on $145B of capex implies about $22B per GW, versus BofA’s prior $45B estimate. If accurate, sub-$30B/GW costs could materially improve AI infrastructure returns.

@DudeWhoInvests Cash secured puts for $64 next week feels about right. $NFLX

At what price does Netflix $NFLX become a generational buy? Down nearly 50% in the past year…

$VRT getting a nice tailwind here. BofA says $META might be building out its AI capacity at roughly half the cost the Street expected. That should let hyperscalers go bigger and faster on data centers. $VRT is right in the middle of that with their power and cooling systems. Lower build costs usually mean more overall spend.

BofA says $META may be building its AI empire at roughly half the cost the market expected. Its math shows 6.5GW of added capacity on $145B of capex implying ~$22B per GW versus its prior $45B estimate. Thats huge because lower cost per GW makes external monetization far more powerful so if Meta sells 50% of capacity at $15B of revenue per GW then BofA’s framework points to up to $150B of incremental revenue potential.

@wallstengine Cash secure puts for $64 next week. If it doesn’t hit I’ll gladly just collect that premium. $NFLX

Netflix is reportedly exploring live TV-style channels and streaming bundles as subscriber engagement shows signs of decline, per WSJ. $NFLX is also looking at more event-based sports, including possible bids for the 2030 and 2034 World Cup. Executives have discussed adding continuous live channels for certain genres or programs, and potentially selling other streamers like Peacock inside the Netflix app. Key numbers: Netflix’s TV viewership share fell to 7.8% in April, its lowest since May 2025. Its ad business generated about $1.5B last year, with Netflix expecting ad revenue to double this year.

Weekly Options — 7/10 Covered Calls $ASTS 96C — $22 premium, 6% delta $RDDT 202.5 x3 — $553 premium, 24% delta Cash Secured Puts $CRWV 82P x4 — $141 premium, 7% delta $HIMS 29P x7 — $93 premium, 8% delta $UBER 71P x6 — $106 premium, 12% delta $NBIS 200P x3 — $451 premium, 6% delta $PLTR 106P x3 — $61 premium, 6% delta +12 more names across $AAOI, $ALAB, $AMD, $AVGO, $BE, $COHR, $CRDO, $MRVL, $QCOM Income for the week: $3,067 Added long term shares to $QQQM, $NVDA, $PLTR, $VRT

$PLTR Sticky government contracts providing a solid base, commercial AI platform gaining serious traction, and margins steadily expanding as the mix shifts. Valuation isn’t cheap, but when you’re embedded in both defense and enterprise AI workflows, that moat matters.

AI data center buildout is accelerating fast $META just announced a massive new $13B project in Canada. $VRT is right in the middle of the power & cooling boom with strong revenue growth and expanding margins. While everyone chases the next GPU stock, $VRT quietly powers it.