IVLeagueTrader

Group of Bros sharing our trades using the wheel strategy | Learn options with us & grow your $ | Posting real trades.

[IVLeagueTrader @IVLeagueTrader]

@Guimarin Met a few rich guys. First conversation with them I asked what they did. They said nothing.

Took sometime to build a relationship then they opened up and told me how they made their money.

[IVLeagueTrader @IVLeagueTrader]

@StockSavvyShay When did he say this? Today?

[IVLeagueTrader @IVLeagueTrader]

@premiercards_2 Both buyer and seller are idiots. Mostly Buyer though for assuming seller would ship it correctly.

Once buyer owned the card, buyer should have told seller exactly how he wanted his card packaged and shipped.

[IVLeagueTrader @IVLeagueTrader]

@SarahisCensored Support you!

[dylan ツ @demian_ai]

i work at nebius, so take the following with that in mind.

today @PalantirTech named @nebiusai its preferred sovereign ai infrastructure partner.

most people will screenshot the logos (and this is a big one). The real story is where the compute sits.

most “sovereign AI” talk still means a region dropdown: same closed model, different flag on the rack.

but that is not this.

sovereign ai, in this deal, is two halves that finally touch:

1. who is allowed to touch the data and the model
2. where the model actually runs

palantir’s half is the authorisation and isolation layer, aip, ontology, foundry, apollo. Who can see what, which model can touch which data, how an org keeps the advantage it trains instead of leaking it into someone else’s frontier system.

what a lot of their commercial customers still lacked was the other half: ai-native compute and inference that lives inside that perimeter, not bolted on as a separate hyperscaler account.

that’s the half we build.

After the integration period, eligible Palantir customers get our compute and inference endpoints inside the palantir enterprise perimeter. open models, adapted on their own data, for their own domain. Control of compute, data, and the model that comes out the other side.

Karp put it cleanly: our infrastructure powers your ability to run your own models under conditions you control. ontology + infra undergird the sovereignty partners are demanding.

Arkady’s complementary line is the one i hear from customers every week: they need performance at scale and control. most buyers have been forced to pick one.

what this does for palantir:

the sovereign ai operating system stops ending at software. Preferred infra inside the perimeter is how you sell sovereignty to commercial orgs that never had a clean option.
-> their distribution. our runtime. one boundary

what this does for us:
it puts capacity where the hard buying decision already happened. Not only startups chasing gpus, enterprises that already standardized on foundry/aip and were still stuck on where the tokens actually run.
Preferred partner status plugs ai-native infra into a sales motion that already exists. Training and inference land next to the data loop that lets open models beat generic closed ones on a specific domain.

We’ll work together to bring new capacity online faster, including modular data center deployments at sites where power is already available.

not infinite cloud, power-first capacity. The physical constraint named inside a software partnership.

Sovereignty without isolation is cosplay
Isolation without compute is a brochure
Compute without power is a waitlist

today is the claim that those three can be sold as one stack

[IVLeagueTrader @IVLeagueTrader]

@WatcherGuru wow

[IVLeagueTrader @IVLeagueTrader]

@DividendMil Gemini Card is worse. Was only approved for $1000 monthly limit. Have to pay it down multiple times a month. Kind of over it. I have two SouthWest business credit cards combined $70K limits that I went back to.

[IVLeagueTrader @IVLeagueTrader]

@Mr_Derivatives What if NVDA hits $250, Will take another 4 years probably

[IVLeagueTrader @IVLeagueTrader]

@coatuemgmt This is a good video.

[IVLeagueTrader @IVLeagueTrader]

This morning, I sold weekly CSP on STX $325 for ~$4600 in premium. STX earnings & guidance beat. Will close out this position at +90% gain to free up my capital and CSP additional candidates this week.

[IVLeagueTrader @IVLeagueTrader]

Play of the day: Sell CSP on GE (GE $290 PUT), expiring this Friday. Premium 0.49/contract. Plan to close out tomorrow.

[IVLeagueTrader @IVLeagueTrader]

Bought to close at 20% gain to free up capital

[IVLeagueTrader @IVLeagueTrader]

Play of the day: Sell CSP on NFLX (NFLX $79 PUT), expiring this Friday.

[IVLeagueTrader @IVLeagueTrader]

@todd33152939251 What are you thinking about playing?

[IVLeagueTrader @IVLeagueTrader]

Selling a CSP on BAC before earnings tomorrow. Strike $52, expiring this Friday.

[IVLeagueTrader @IVLeagueTrader]

@todd33152939251 I agree, not an ideal ROR for the cash. However, based on my assessment, it was a safe one day play to make some money. Planning to close out at market open and sell CSP in GS or TSM. Will need to do further DD.

[IVLeagueTrader @IVLeagueTrader]

Official 2025 Performance, highlighting two accounts I invested strictly using the Wheel Strategy.