@Shyon:$EQT Corp(EQT)$ EQT has become one of my favorite energy names to DCA into at the current stage of the market cycle. The biggest reason is simple: EQT controls one of the strongest natural gas asset bases in the United States, and demand for natural gas is entering a multi-year structural expansion. Between AI data centers, power generation growth, LNG exports, and industrial demand, the market is beginning to realize that natural gas may remain one of the most important transition fuels for much longer than expected. EQT is positioned directly at the center of that trend. Another reason I continue accumulating EQT is the company's improving financial discipline. Unlike older energy cycles where producers aggressively overspent during rallies,
@VNW Capital:$GOOGL VERTICAL 260717 PUT 360.0/PUT 365.0$ Still convinced that GOOGL is one of the strongest AI company, as attested by latest Berkshire securities purchase last quarter. So when the price dip and show rich premium, I didnt hesitate to scoop position. Strike price is at 25 delta or 75% probability of winning and way below the vwap of $389. Feel safe.
@VNW Capital:$GOOGL VERTICAL 260717 PUT 360.0/PUT 365.0$ Still convinced that GOOGL is one of the strongest AI company, as attested by latest Berkshire securities purchase last quarter. So when the price dip and show rich premium, I didnt hesitate to scoop position. Strike price is at 25 delta or 75% probability of winning and way below the vwap of $389. Feel safe.