Option Strategies: IREN& NBIS

Hello everyone! Today i want to share some trading strategies with you!

Bought back (closed) the $NEBIUS(NBIS)$ 115P & 110P for profit ... thank you tutes for the pump this morning and weekend IV crush.

That said, didn't want to give back all the premium via the buyback, so wrote the July 24 $130 puts to cover the buyback ... and reduced buying power used in the process (from 11 cons down to 5 cons).

$IREN Ltd(IREN)$ So ... for all the folks spouting off about their decision to sponsor an NBA/WNBA team ... looks like sponsorship advertising really does work. 😉

Wrote a put credit spread to play the news - July 24 expiry $32.5/29.5 spread, 10 contracts.

CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?

Compute names ran on three separate prints. Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. Which one holds the pricing power?

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Today i want to share some trading strategies with you!\n\n1\nBought back (closed) the <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> 115P &amp; 110P for profit ... thank you tutes for the pump this morning and weekend IV crush.\nThat said, didn't want to give back all the premium via the buyback, so wrote the July 24 $130 puts to cover the buyback ... and reduced buying power used in the process (from 11 cons down to 5 cons).\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/c422439118e9af765ff213805664a290\" tg-width=\"900\" tg-height=\"345\">\n2\n<a data-mention-id=\"IREN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> So ... for all the folks spouting off about their decision to sponsor an NBA/WNBA team ... looks like sponsorship advertising really does work. 😉\nWrote a put credit spread to play the news - July 24 expiry $32.5/29.5 spread, 10 contracts.\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/a93155c6708b84d48e05346f316bc069\" tg-width=\"1978\" tg-height=\"475\"></body></html>","htmlText":"<html><head></head><body>Hello everyone! Today i want to share some trading strategies with you!\n\n1\nBought back (closed) the <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> 115P &amp; 110P for profit ... thank you tutes for the pump this morning and weekend IV crush.\nThat said, didn't want to give back all the premium via the buyback, so wrote the July 24 $130 puts to cover the buyback ... and reduced buying power used in the process (from 11 cons down to 5 cons).\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/c422439118e9af765ff213805664a290\" tg-width=\"900\" tg-height=\"345\">\n2\n<a data-mention-id=\"IREN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> So ... for all the folks spouting off about their decision to sponsor an NBA/WNBA team ... looks like sponsorship advertising really does work. 😉\nWrote a put credit spread to play the news - July 24 expiry $32.5/29.5 spread, 10 contracts.\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/a93155c6708b84d48e05346f316bc069\" tg-width=\"1978\" tg-height=\"475\"></body></html>","text":"Hello everyone! Today i want to share some trading strategies with you! 1 Bought back (closed) the $NEBIUS(NBIS)$ 115P & 110P for profit ... thank you tutes for the pump this morning and weekend IV crush. 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