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Just looked at the last 3 months of options.
+$29,653 CAD realized.π°
Not lottery tickets.β¨Not YOLO calls.
Just selling cash-secured puts + holding long calls and covered calls on companies I already want to own long-term.
May β $5.2kβ¨June β $8.3kβ¨July β $8.3kβ¨August β $7.8k
Biggest contributors:β¨OSCR Jan β27 $20 callsβ¨NOW Mar β27 $105 callsβ¨ORCL Jun β27 $150 calls
I started learning options just to understand them better.
β¨Now itβs becoming a real second income stream on top of the long-term portfolio.
Still learning. Still refining.β¨But the process is working.
Laser focus stays on.
$NOW
The company had its worst day in the stock market since the IPO.
My view on it:
We need confirmation on the cRPO, because people are reacting as if the company is now in a steady decline in margins and backlog from here on out.On the call they clearly said the research/experimentation phase with AI is over and theyβve found the way to integrate it into their workflows and products. The goal remains to be the Control Tower for the largest enterprises already using their products so those customers can integrate AI into their workflows.
Q3 β
Revenue $4.106B (+20.5%) |
Subscription $3.988B (+21%) |
Adj. EPS $1.00 vs $1.02 β |
Q4 cRPO guide 18.5%. β
$AMZN ( I own it )
I use Kiro everyday, it's their Agent in coding. It works wonderfully. The story in the market right now is still when will those big companies will have a return on their investment. If you can't stomach the pain and don't understand where our society is going you can invest in $MCD or the next hot story.
Revenue $201.9B vs ~$202.2B est β |
EPS $1.89 vs ~$1.97 β |
AWS $45.98B (+39%) β
|
Operating income $28.08B |
Q3 capex $77.3B, FCF -$33.5B |
Q4 guide $240β247B.
AWS is flying, the spend is not forgiven.
$GOOGL down -11% pre-market on a cash flow miss β dip or trap?
Is $NOW a buy the dip situation or a Bull Trap ? Are you adding ?
That's why you invest in ETF's π
$NOW down 17% after-hours
Why $NOW dropped ~17% after hours (2026 Q3 vs Q3 2025)
βοΈ Subscription revenue: $3,988M vs $3,299M β +20.9%
βοΈ Total revenue: $4,106M vs $3,407M β +20.5%
βοΈ Gross profit: $2,895M vs $2,633M β +10% (margin compressed)
βοΈ Cost of subscription revenue: $1,054M vs $666M β +58.3%
βοΈ R&D: $956M vs $750M β +27.5%
βοΈ Operating income: $385M vs $572M β (β32.7%)
βοΈ Net income: $277M vs $502M β (β44.8%)
βοΈ GAAP EPS: $0.27 vs $0.48 β (β43.8%) OUCH
Expenses (especially R&D and cost of revenue) grew faster than revenue.
Non-GAAP EPS also missed slightly ($1.00 vs $1.02), and the Q4 cRPO growth guide slowed to 18.5% from 20.5%.At this valuation, the market had no room for margin pressure or a softer outlook.
Are you buying the dip on $NOW , or is the margin compression a reason to stay out?
Drop your take below π
Here's what just sent Oracle's stock soaring $ORCL
The company disclosed Wednesday afternoon that it expects to generate positive free cash flow during the second half of its next fiscal year. That corresponds to the six-month period ending in May 2028.
The target is significant because investors have been worried about the financial implications of Oracle's (ORCL) hefty artificial-intelligence spending. Oracle has been borrowing money to finance a buildout of cloud capacity that will help it meet its contracts with OpenAI and others down the road. The new disclosure suggests that Oracle is managing its AI economics better than Wall Street feared.
What a massive Fake Out move $META
Are you bullish on Meta ? why ?
I am
Capex fear is an opportunity for us retail investors with a 3+ years plan
Throw me your top non-AI trades for 2026-2027.
Iβll start with $CELH.
Celsius has a Pepsi partnership and sits in the zero-sugar energy drink category. The recent drop came from slower sales, but the broader trend is still there: younger consumers are drinking less sugar and paying more attention to what goes in the can.
The setup:
βοΈ Pepsi distribution and partnership βοΈ Zero-sugar energy category
βοΈ Health-conscious younger buyers βοΈ Stock is down on slower near-term sales
Not every good business needs to be tied to AI.
Whatβs your top non-AI idea for 2027?
Drop the ticker + the reason below π Like if you want more outside the AI trade and follow for the rest.
πΊπΈ High-Impact US Economic Reports This Week
β’ Wed Oct 28, 2:00 PM ET β FOMC Rate Decision
Consensus: Hold at 3.75-4.00% (~90% priced) Dec hike β yields rise β pressure on tech multiples. Dovish surprise β risk-on for growth/AI names.
β’ Thu Oct 29, 8:30 AM ET β Q3 GDP Advance
Consensus: ~3.1-3.2%. Strength driven by AI/capex.
Impactβ Solid print confirms AI boom (positive for semis/Mag7) but keeps Fed hawkish. Soft print β growth scare + rate-relief trade for techs.
β’ Thu Oct 29, 8:30 AM ET β Core PCE (Sep)
Consensus: +0.3% ~3.1% y/y.
Impact: Hotter-than-expected β more hikes priced β selloff in rate-sensitive techs (NVDA, TSLA, software). Cooler print β yields dip + relief rally in growth.
Consensus points to resilient growth + sticky inflation, reinforcing a higher-for-longer Fed path β a headwind for tech valuations unless data softens.
Watch the reaction in 10Y yield and the Nasdaq more than the headlines
GrowWithVince π± π¨π¦ retweeted
Get your popcorn ready πΏ
$NFLX



























