To The Moon

Love the stylised graphic cards. Here are my answers: 1R, 2F, 3R, 4R, 5F, 6R, 7F, 8R, 9F and 10F. Thanks  @TigerEvents for the interesting game!

The proof of the pudding is in the eating. While long-term contracts boost revenue visibility for Applied Digital Corp (APLD), they do not eliminate the execution, financing, and customer concentration risks inherent in converting pipeline capacity into operational data centers. Investors seeking exposure beyond AI chips must recognize that signed contracts are not the same as revenue-generating infrastructure. Ultimately, Wells Fargo’s bullish thesis hinges on how efficiently APLD can secure capital, complete construction, and deliver power to bring these facilities online.

The proof of the pudding is in the eating. While long-term contracts boost revenue visibility for Applied Digital Corp (APLD), they do not eliminate the execution, financing, and customer concentration risks inherent in converting pipeline capacity into operational data centers. Investors seeking exposure beyond AI chips must recognize that signed contracts are not the same as revenue-generating infrastructure. Ultimately, Wells Fargo’s bullish thesis hinges on how efficiently APLD can secure capital, complete construction, and deliver power to bring these facilities online. @Capital_Insights

$DELL VERTICAL 260918 PUT 550.0/PUT 560.0$ 

I’m placing my bet on Option C: CRWD/NET, with  $CrowdStrike Holdings, Inc.(CRWD)$  taking my top spot. Agentic AI requires two critical elements: ultra-low latency edge infrastructure ($Cloudflare, Inc.(NET)$) and end-to-end security orchestration ($CrowdStrike Holdings, Inc.(CRWD)$). While energy majors (CVX, SHELL) and refiners (MPC) offer solid short-term cash flows, their momentum relies heavily on commodity price cycles. Cybersecurity and cloud infrastructure provide a far longer runway for structural compounding. If I had to pick one for my watchlist, it would be  $CrowdStrike Holdings, Inc.(CRWD)$ due to its expanding Falcon platform, high net-retention rates, and critical role in securing real-time AI workloads, though both names offer significantly higher long-te

$DELL VERTICAL 260911 PUT 477.5/PUT 487.5$ 

$Global X Nasdaq 100 Covered Call ETF(QYLD)$   Buying on retracement to add to my weekly setup for automatic purchase. Good way to earn dividends slow and steady over a longer period of time.

$Global X Nasdaq 100 Covered Call ETF(QYLD)$  

$KEEL 20261120 4.0 PUT$  

$KEEL 20260828 4.0 PUT$