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$ORCL 20260320 280.0 PUT$ 🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan data center is now in limbo after Blue Owl (its biggest data center partner) won’t back the deal, citing concerns around Oracle’s rising debt and AI spending. Here’s the real takeaway: ✅ AI demand is real ❌ AI financing isn’t free anymore Why this matters • This isn’t a “chip shortage” problem — it’s a funding problem. When the lender gets cautious, the buildout slows. • Tech is overheated without clear ROI. Credit markets don’t buy vibes — they buy cashflow. • Higher rates = longer payback period. The “infinite AI capex” story breaks the moment financing terms tighten. What I’m
Netflix will still do well ! I am vested Why Americans Encourage the Netflix–Warner Bros. Combination
Why Americans Encourage the Netflix–Warner Bros. Combination — And How Netflix Can Earn More without Hurting Consumers Americans’ strong support for a potential Netflix–Warner Bros. combination reflects more than just enthusiasm for popular shows and movies. It signals a deeper shift in how consumers think about streaming, competition, pricing, and value. According to the survey results, support for the deal approaches a 3-to-1 margin, with majorities believing it would improve variety, convenience, and quality. This approval creates an environment where Netflix could potentially increase revenue — not necessarily by aggressively raising prices, but by restructuring value in ways that consumers accept or even welcome. $Netflix(NFLX)$
Netflix will still do well ! I am vested Why Americans Encourage the Netflix–Warner Bros. Combination
Why Americans Encourage the Netflix–Warner Bros. Combination — And How Netflix Can Earn More without Hurting Consumers Americans’ strong support for a potential Netflix–Warner Bros. combination reflects more than just enthusiasm for popular shows and movies. It signals a deeper shift in how consumers think about streaming, competition, pricing, and value. According to the survey results, support for the deal approaches a 3-to-1 margin, with majorities believing it would improve variety, convenience, and quality. This approval creates an environment where Netflix could potentially increase revenue — not necessarily by aggressively raising prices, but by restructuring value in ways that consumers accept or even welcome. $Netflix(NFLX)$
$ORCL 20260320 280.0 PUT$ 🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan data center is now in limbo after Blue Owl (its biggest data center partner) won’t back the deal, citing concerns around Oracle’s rising debt and AI spending. Here’s the real takeaway: ✅ AI demand is real ❌ AI financing isn’t free anymore Why this matters • This isn’t a “chip shortage” problem — it’s a funding problem. When the lender gets cautious, the buildout slows. • Tech is overheated without clear ROI. Credit markets don’t buy vibes — they buy cashflow. • Higher rates = longer payback period. The “infinite AI capex” story breaks the moment financing terms tighten. What I’m
How I Achieved 17.87% This Year Using Covered Calls, Cash-Secured Puts, and Trading Ranges 📈💰
How I Achieved 17.87% This Year Using Covered Calls, Cash-Secured Puts, and Trading Ranges 📈💰$NVDA 20260109 180.0 CALL$ This year, I managed to achieve a 17.87% return by focusing on one core philosophy: letting the market pay me to wait. Instead of chasing breakouts or predicting tops and bottoms, I relied on selling options, managing risk, and trading within clear price ranges. My main tools were covered calls, cash-secured puts, and range trading on strong stocks like Nvidia (NVDA). This approach did not require perfect timing. It did not depend on predicting earnings surprises or macro headlines. Instead, it relied on probabilities, discipline, and consistency. Most importantly, it allowed me to generate income whet