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Jason Luongo retweeted
Jensen Huang says robotics is going after a $50 trillion manufacturing industry. Instead of buying $TSLA, these are the 10 companies I believe could create millionaires: 1. $ON - onsemi onsemi agreed to buy Synaptics in a roughly $7B all-stock deal built around what it calls the four pillars of physical AI: power, sensing, connected compute and control. It also launched GaNEXUS, a gallium nitride power chip line aimed at AI data centers and robotics. Q2 revenue was $1.60B, up 9%, with its power segment up 19% and Q3 guided to $1.65B to $1.75B.
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Jensen Huang says robotics is going after a $50 trillion manufacturing industry. Instead of buying $TSLA, these are the 10 companies I believe could create millionaires: 1. $ON - onsemi onsemi agreed to buy Synaptics in a roughly $7B all-stock deal built around what it calls the four pillars of physical AI: power, sensing, connected compute and control. It also launched GaNEXUS, a gallium nitride power chip line aimed at AI data centers and robotics. Q2 revenue was $1.60B, up 9%, with its power segment up 19% and Q3 guided to $1.65B to $1.75B.
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Robotics won't have just one winner. This list covers the chips, sensors, motion parts, magnets and software every robot depends on. If you found this useful, follow me @JasonL_Capital for more breakdowns on the companies building physical AI.
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Jason Luongo retweeted
This is crazy. Someone is willing to pay me $750 to buy $AMZN at a major discount to today's price. It's called a cash-secured put, and here's how it works: $AMZN trades around $249 right now. I can sell the $225 put expiring January 15, 2027 and collect about $750 up front. By selling that put, I'm agreeing to buy 100 shares of $AMZN at $225 if the stock is below that price at expiration. I set aside $22,500 in cash to cover the purchase, which is where the "cash-secured" part comes from. The buyer on the other side is paying me $750 for the right to sell me those shares at $225. That money hits my account the day I sell the put, and it's mine to keep no matter what happens. From there, one of two things happens: 1. $AMZN stays above $225 through January 15. The put expires worthless, I keep the $750, and my cash is freed up. That's a 3.3% return in 113 days, roughly 10.8% annualized. 2. $AMZN closes below $225. I buy 100 shares at $225, but since I already collected $750, my real cost is $217.50 per share. That's about 12.6% below where it trades today. The risk is the stock falling well below your strike. If $AMZN dropped to $180, you'd still have to buy at $225 and would be sitting on a loss of $3,750 versus the market price, even after the premium. That's why you only sell puts on companies you'd be happy to own at that price. Not financial advice. I share these for education.
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This is crazy. Someone is willing to pay me $750 to buy $AMZN at a major discount to today's price. It's called a cash-secured put, and here's how it works: $AMZN trades around $249 right now. I can sell the $225 put expiring January 15, 2027 and collect about $750 up front. By selling that put, I'm agreeing to buy 100 shares of $AMZN at $225 if the stock is below that price at expiration. I set aside $22,500 in cash to cover the purchase, which is where the "cash-secured" part comes from. The buyer on the other side is paying me $750 for the right to sell me those shares at $225. That money hits my account the day I sell the put, and it's mine to keep no matter what happens. From there, one of two things happens: 1. $AMZN stays above $225 through January 15. The put expires worthless, I keep the $750, and my cash is freed up. That's a 3.3% return in 113 days, roughly 10.8% annualized. 2. $AMZN closes below $225. I buy 100 shares at $225, but since I already collected $750, my real cost is $217.50 per share. That's about 12.6% below where it trades today. The risk is the stock falling well below your strike. If $AMZN dropped to $180, you'd still have to buy at $225 and would be sitting on a loss of $3,750 versus the market price, even after the premium. That's why you only sell puts on companies you'd be happy to own at that price. Not financial advice. I share these for education.
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This is actually really interesting. You can have agents within your portfolio take action on an equity or option, based on data and information coming from predictions markets. I’m going to have to brainstorm some ideas on how to best implement this.
The next era of prediction markets: • AI Agents to monitor event contracts and take actions. • Live probability data as a signal to trade any other asset class. • Market-moving events directly on stock pages.
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Jason Luongo retweeted
BREAKING: Goldman Sachs says over $7,000,000,000 will be spent on AI infrastructure by 2031. Here are ten stocks set to benefit the most: 1. $VST - Vistra Vistra sells the power. It has roughly 3,800MW of 20-year nuclear power agreements with Meta and Amazon. Meta's purchases begin late this year and the 1,200MW Comanche Peak deal with Amazon starts delivering in late 2027. It's also buying about 5,500MW of gas plants from Cogentrix, expected to close later this year, and is roughly 94% hedged for 2027.
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BREAKING: Goldman Sachs says over $7,000,000,000 will be spent on AI infrastructure by 2031. Here are ten stocks set to benefit the most: 1. $VST - Vistra Vistra sells the power. It has roughly 3,800MW of 20-year nuclear power agreements with Meta and Amazon. Meta's purchases begin late this year and the 1,200MW Comanche Peak deal with Amazon starts delivering in late 2027. It's also buying about 5,500MW of gas plants from Cogentrix, expected to close later this year, and is roughly 94% hedged for 2027.
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$7.6 trillion has to flow through power, chips, memory, cooling and optics. These are the companies collecting it. If you found this useful, follow me @JasonL_Capital for more breakdowns on the supply chains powering the AI buildout.
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