Covered call seller - I post my opinion as a tweet and it is not financial advise. I sell covered calls and goal is collect weekly premium without losing shares
2024 Challenge continue from 2023
5,455->7,207->?
Goal is 35% growth only via
(1) Selling Covered calls
(2) Cash Secured Puts
(3)Stock or Dividend stocy buying only
Rule: No use of Margin
Current holding $TSLY & $BYND, tracking $RIOT, $MARA, $NIO, $SE, $JD, $FSLY, $LMND
$725B in 2026 hyperscaler capex. 50% of data centers globally delayed by power. Transformers have 2-4yr lead times.
$IREN: 4.5GW already energized + $9.7B MSFT contract + 85% EBITDA margins.
Not a chip play. Not a hyperscaler play. A scarcity play.
Watch Childress execution. That's the trade.