Woz.

Indy 📍Electrical/Automation Engineer sometimes. Probably ask too many questions.

[Woz. @Mogunlow]

@Ssaasquatch Do you know anyone who works at any of his companies?
@DoubleEph says they don’t do any R&D and then calls out a foreign R&D executive in a different argument lol. It’s all interesting and I wish people who formerly worked there could provide insights. Ik he loves his Indians.

[Woz. @Mogunlow]

Can never take this country serious cause of this. Look at the ministers behind starmer nodding as he speaks. 😂😂

[SK the Plug 🔌 🇬🇧🇬🇧 @DHKRULLAH]

I’m sorry but I’m a fan already. Oduduwa please forgive me 🤣😂 look at their faces 🤣😂🫵

[Woz. @Mogunlow]

@TheGreyHunter Please idk why everyone is acting like it was some crazy thing to say. Human abilities are compartmentalized and someone can be very right in one instance and be very wrong in the other. Nothing wrong with pointing that out.

[Woz. @Mogunlow]

@Ms_Ojo @saratu Who are the supposed nincompoops?

[Woz. @Mogunlow]

@Ochedmainking @channelstv Loool most unlimited plans tend to throttle your data service after you hit a certain amount of usage. So it’s just a marketing term. He did say you can’t get unlimited with the same quality of service and he is right. He could have framed it better sha.

[Woz. @Mogunlow]

🤣🤣

[Ewgi @Ssaasquatch]

Haven’t shared this before, but a lot of people ask me how I do it, so here goes:

Long-dated options, or LEAPS, are a powerful way to aggressively compound portfolio gains if you have high conviction about the future price of a stock. I have personally made a lot of money doing this. Yes it works!

LEAPS gives you opportunity to control at least 100 shares of a stock without owning them. I use this mostly for swing trades I plan to dump in <1 year or two. No point doing this for long term holds.

Eg: A stock trades at $10 and you believe it can hit $20 within a year, Instead of spending $1,000 to buy 100 shares, you buy 3 call contracts with $11 strike (will explain this later), expiring roughly a year from now. Some people do short dated ones too. That’s fine as look as it’s not too short. You need time for your thesis to play out. Avoid ODTEs if you know what’s good for you except you’re an idiot.

Assume premium is say $3 per share? Each contract would cost: $3 x 100 = $300. 3 contracts would cost: $300 x 3 = $900. Total cost = $900

Now suppose the stock doubles to $20 in one year, just as you projected.

Each contract is now worth:

($20 - $11) x 100 = $900. Meaning 3 contracts you bought would be worth $2700

Summary:
Initial cost: $900
Final value: $2700
Profit: $1800

Assuming you bought the stock outright:
100 shares at $10= $1k. If the stock goes to $20, your shares are worth $2k. Profit: $1k.
In other words, LEAPS compounded your returns with lesser capital and vice versa.

Are there risks involved ? Of course. A lot of risk.

If the stock does not rerate meaningfully higher, you can lose most or all of your capital.

A wise man once said, “Leverage is for idiots.” and he wasn’t exactly wrong.

This isn’t something you YOLO, and definitely not with a large chunk of your port. I personally never risk more than 10% of my port (Okay fine, I’m lying. It goes as high as 20% sometimes)

You only use LEAPS when your conviction is extremely high and you believe the stock can rerate aggressively to the upside.

Now here’s the real alpha:

How do you manage risk and find the right stock for this kind of bet?

This is the filter that has consistently worked for me:

1. I like beaten down assets with improving business margins ie Growing revs & bottom line, positive or improving EBITDA (adj), and a low D/E ratio.

On the technical side, the stock should be trading within say 10% of their 52-week low, RSI below 40, and sitting on key support across all long timeframes.

The goal is to always find a mispriced asset, not to catch a falling knife.

2. Buy around 10% OTM strikes ie If a stock is at $10, I’m looking around the $11 strike.

That way, the stock only needs to move above the strike plus the premium paid for the trade to become profitable. If you buy very far OTM strikes, you can still lose money even if the stock moves meaningfully higher. This is essentially baba ijebu.

3. Theres no point holding the contract into the final 60 days unless it is already deep ITM and you are comfortably profitable. Read up about something called thetas and option decays.
At that point, either sell it, roll it, convert to shares, or take the loss on the chin. You live to fight another day.

4. Only buy LEAPS when implied volatility is low cos Low IV = cheaper premium. Thats when LEAPS make the most sense cos you don’t want to overpay for optionality, then be directionally right and still get hurt cos IV compresses.

My current LEAPS:

$HIMS
$SOFI

As always, This is not financial advice. Just sharing what works for me.

There are tons of tutorials on YouTube that explain the mechanics better, but take this as a primer.

You’re welcome :)

[Woz. @Mogunlow]

@TheYemiKing @dondekojo Aeropostale

[Dangote Group @DangoteGroup]

Dangote Gets Hero’s Welcome in Ethiopia, Raises Investment to $4bn

President of Dangote Industries Limited, Aliko Dangote, received a warm welcome in Gode, Ethiopia, where he was hosted by Prime Minister Dr. Abiy Ahmed.
Both leaders visited the site of the proposed fertiliser plant to assess ongoing construction. Ethiopia had signed a shareholders’ agreement with Dangote Group in August last year to establish a urea plant with a capacity of three million metric tonnes annually.
Dangote announced an increase in investment from $2.5 billion to over $4 billion, reflecting expanded scope, including a 110km pipeline, a 120MW power plant, a polypropylene packaging facility, and a two-million-tonne NPK blending plant.
Prime Minister Abiy described the project as a strategic initiative to boost agriculture, enhance food security, and reduce import dependence. He noted steady construction progress and expressed confidence in its impact on farmers, job creation, and economic growth.
The project reinforces Dangote Group’s commitment to industrial development across Africa.

[Woz. @Mogunlow]

@BlehisBack Loool Tinubu addressed people who were dealing with massive insecurity at the airport 🤣. There is an argument to be made about delegation here sha. But he is making an important point on spending time in communities to really understand/address their core issues. It’s not stupid

[Woz. @Mogunlow]

Can’t believe this GTBank dividend. I should have just put all my money there. How do you get capital appreciation and such dividends at the same time?

[Woz. @Mogunlow]

@eta_habyb @dijammmm Im curious if you can expound on what this means? Is this from an economic policy standpoint? Manifesto standpoint?

[zerohedge @zerohedge]

*APPLE: JOHN TERNUS TO BECOME APPLE CEO
*TIM COOK TO BECOME APPLE EXECUTIVE CHAIRMAN

[Logan Dobson @LoganDobson]

not kidding when I say that this type of thing (repeated out millions of times) is exactly why, on aggregate, married men are the highest-earning demographic group

[Woz. @Mogunlow]

@DipoAW The OnG guys at Exxon must have been earning a very fat check cause the Seplat comp looked pretty decent to me. Idk the pay details for the industry in Nigeria sha

[Woz. @Mogunlow]

@NuesDaily 4 in 5 employees earn more than $80k annually. But with everything going on with current prices. I’m sure there’s never been a better time to negotiate in the Unions eyes.

[Woz. @Mogunlow]

@afalli The class has been around for more than 20 years. So there are multiple good proxies to try to understand possible long term effects. Weirdly, it seems people want something bad to happen. Quite strange.

[Sky News @SkyNews]

A woman who had sex with identical twins separately "within four days of each other" has been told by a panel of judges that it is "not possible" to identify which one is the father of her baby.

Full story ⬇️
https://t.co/lp7IOCDBQi

[Woz. @Mogunlow]

@NagosBigBoi @Tolu__Grey I’m confused. You just said the Indian scarcity is driven by the fact that they import crude oil. So what would be happening in Nigeria if we were solely reliant on imported refined petroleum? Scarcity no?

[Cully Cavness @Electron_Cowboy]

New video released for@Nvidia GTC showcases @crusoeai facilities and operations around the world:
- Geothermal-powered Crusoe Cloud data centers in Iceland
- Electrical component factories in Colorado, Oklahoma and Louisiana
- GW+ AI training campuses powered by gas and wind power plants in Texas
- Modular Spark data centers powered by solar and used EV batteries in Nevada
https://t.co/BRpR3kSWJZ