$CRWV 20260220 65.0 PUT$ I clo-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$CRWV 20260220 65.0 PUT$

I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.

In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

LeilaLynch
12-09
LeilaLynch
Smart exit before the storm [吃瓜] Convertible notes are 🚩 indeed. Profit is profit!
- Charyft:
  ✨✨ yes! Thank you 🙏🏻
Mortimer Arthur
12-10
Mortimer Arthur
Quarterly revenue is $4B and they lose $1B. Have $2B of Cash and Debt of $18B. Just borrowed another $2B.
Enid Bertha
12-10
Enid Bertha
Tough Nov for CRWV. This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.

Leave a comment

4

11

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":508622961574544,"tweetId":"508622961574544","gmtCreate":1765206951481,"gmtModify":1765270007244,"author":{"id":4136549185423472,"idStr":"4136549185423472","authorId":4136549185423472,"authorIdStr":"4136549185423472","name":"Charyft","avatar":"https://community-static.tradeup.com/news/fff37c1c2d2543a23491f6c592426e5d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.81%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":18,"starInvestorFlag":false},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94","width":"1122","height":"1737"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94","width":"1122","height":"1737"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/CRWV 20260220 65.0 PUT\">$CRWV 20260220 65.0 PUT$</a>&nbsp;</p>\n<p>I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.&nbsp;</p>\n<p><br></p>\n<p>In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/CRWV 20260220 65.0 PUT\">$CRWV 20260220 65.0 PUT$</a>&nbsp;</p>\n<p>I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage.&nbsp;</p>\n<p><br></p>\n<p>In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/dd43463851923599047167cbadd67e94\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","text":"$CRWV 20260220 65.0 PUT$ I closed the CSP and took the approx 30% instead of trying to squeeze the last bit of theta out of it. Momentum appears to have lost steam and I don't see aggressive buying volumes on the dips unlike recent trends. Felt like retail buying not backed by institutional. Gut feeling isn't the best strategy but for this one happy to log that it worked out with recent bearish news on CRWV. The 2$B convertible notes seem a red flag and hints of over leverage. In line with the AI bubble narrative it is worth to be more cautious with these stocks that have expended most of their gas in the recent bull runs this year. I might be wrong but anyway, happy to take profit and start over. had no idea a multi-billion dollar convertible note announcement was coming, or that the market would react this negatively to it. I just didn't like that bit of news about capex overspend and those data centre delays eating into revenue- I sense a poor upcoming earnings and not sure when the market is going to react to that so best to exit with some cash in hand. Anyway- not max theta but the profit is decent for me.","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/508622961574544","repostId":0,"isVote":1,"tweetType":1,"viewCount":904,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRWV","CRWV 20260220 65.0 PUT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":918,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":508881791246648,"commentId":"508881791246648","gmtCreate":1765270222889,"gmtModify":1765288918897,"authorId":9000000000000513,"author":{"id":9000000000000513,"idStr":"9000000000000513","authorId":9000000000000513,"name":"LeilaLynch","avatar":"https://static.tigerbbs.com/e32612860d02f31ae6eb923f14c61b63","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Smart exit before the storm [吃瓜] Convertible notes are 🚩 indeed. Profit is profit!","text":"Smart exit before the storm [吃瓜] Convertible notes are 🚩 indeed. Profit is profit!","html":"Smart exit before the storm [吃瓜] Convertible notes are 🚩 indeed. Profit is profit!","likeSize":0,"commentSize":1,"subComments":[{"id":508958876127768,"commentId":"508958876127768","gmtCreate":1765288957313,"gmtModify":1765288963762,"authorId":4136549185423472,"author":{"id":4136549185423472,"idStr":"4136549185423472","authorId":4136549185423472,"name":"Charyft","avatar":"https://community-static.tradeup.com/news/fff37c1c2d2543a23491f6c592426e5d","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.81%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":13,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":508881791246648,"supIdStr":"508881791246648","prevId":0,"prevIdStr":"0","content":"✨✨ yes! Thank you 🙏🏻","text":"✨✨ yes! Thank you 🙏🏻","html":"✨✨ yes! Thank you 🙏🏻","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":509206658011536,"commentId":"509206658011536","gmtCreate":1765350612027,"gmtModify":1765350617864,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","text":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","html":"Quarterly revenue is $4B and they lose $1B.  Have $2B of Cash and Debt of $18B.  Just borrowed another $2B.   <br>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":509207120347536,"commentId":"509207120347536","gmtCreate":1765350724883,"gmtModify":1765350733004,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":508622961574544,"objectIdStr":"508622961574544","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","text":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","html":"Tough Nov for CRWV.  This stock is best of breed in its class. Nov is in the rear-view mirror, the best months are ahead.\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/508622961574544"}