Jay Hammer

Covered Calls, Cash-Secured Puts. Clear Process with Honest Results. Weekly lessons on option income and risk. Educational Only Not Financial Advice.

[Jay Hammer @OptionIncomeHQ]

I'm building a practical playbook for options income: covered calls, and the risk rules that matter more than the premium.

What you'll get here:
• Clear explanations of how premium selling actually works
• The checklist I run before every trade
• Honest weekly recaps — wins, losses, and what I'd do differently

What you won't get: guaranteed returns, hype, or mystery screenshots. If I share a position, I'll disclose it.

I sell options on stocks I'd happily own for years. Premium is compensation for a small risk, not free money — this account treats it that way.

Educational only, not financial advice. Let's get to work.

[Jay Hammer @OptionIncomeHQ]

@cmsinvests $MU bullish! Bear case $1,600. Bull case $3,000. There is so much memory that is needed.

[Jay Hammer @OptionIncomeHQ]

@Kalshi_Finance Anthropic's newest landlord is the former bitcoin miner. 245 MW switched on a month early is worth $1.3B+ in revenue. That's the neocloud thesis in one deal.
Bullish for both parties.

[Jay Hammer @OptionIncomeHQ]

@Kalshi_Finance TSMC already told us the quarter: NT$1.49T revenue, +50%. Thursday is guidance and margins — the part that actually moves the stock. The beat is priced in; the guide isn't. That's the event-vs-structure.

[Jay Hammer @OptionIncomeHQ]

@StockMKTNewz Anthropic did due diligence at $6B and walked; Amazon may pay ~$7B. Same company different buyer. The value isn't the models, it's the chip-portability layer that makes Trainium viable against Nvidia. Deals don't price the company. They price the strategic fit.

[Jay Hammer @OptionIncomeHQ]

@Smartnetworth1 I love it! I’m more of a buy and hold good growth stocks. Write covered calls on those stocks and invest the premiums.

[Jay Hammer @OptionIncomeHQ]

75% fear AI - while AI writes their emails and their 401(k) owns the companies building it. Fear is one-sided is a sentiment reading, not a verdict. And lopsided sentiment is usually where the compounding hides.
People fear the unknown. The more they understand it the better they will feel.

[Jay Hammer @OptionIncomeHQ]

Cantor models $333B in Micron free cash flow over the next 8 quarters — and the buyback ban ends in December. Now the debate: buybacks or fabs. Zacks says reinvest during hypergrowth. Fair. But a buyback at 6.8x forward earnings is reinvestment too in your ownership.
They are set to buyback $35 billion after Dec 9th. Could be more coming in 2027.

[Jay Hammer @OptionIncomeHQ]

@pepemoonboy 💯. Great advice in life and investing.

[Jay Hammer @OptionIncomeHQ]

@unusual_whales $ORCL is on my short list of stocks I’m watching. I haven’t pulled the trigger yet. Debt is large with interest rates going up but the quarterly reports have looked sound.

[Jay Hammer @OptionIncomeHQ]

The tradeoff framing is honest at least. Every return has an expected loss. Altman assumes "orders of magnitude more good"; the people absorbing the bad things don't get a vote on the ratio. Most of us are along for the ride. Hopefully the good outweighs the bad. And the bad isn’t catastrophic.

[Jay Hammer @OptionIncomeHQ]

@Kalshi @HeroDividend I think this is priced into the market for now. The real question becomes what will they do in December. Would like to see oil prices go down.

[Jay Hammer @OptionIncomeHQ]

@CKCapitalxx $AMZN would be my safe pick. $PLTR for the high risk high reward option.

[Jay Hammer @OptionIncomeHQ]

Saturday habit: before Monday, I review every open short position.
1. Anything deep ITM expiring this week?
2. Earnings on an underlying next week?
3. Ex-div date before expiry?
Options sellers don't get surprised by Mondays. They prep on Saturdays.

[Jay Hammer @OptionIncomeHQ]

@unusual_whales I’m interested to hear what Russia gets out of the deal? 🤔

[Jay Hammer @OptionIncomeHQ]

@amitisinvesting $PLTR is a great company. I love short term covered calls with my shares. Wish I owned more.

[Jay Hammer @OptionIncomeHQ]

@joecarlsonshow Anthropic said the quiet part plainly: it's about the model itself, a just-in-case welfare bet, not training hygiene. The real cost isn't the philosophy. It's accountability. I think the rebranding of the name doesn’t matter in the end.

[Jay Hammer @OptionIncomeHQ]

@patientinvestor I think this growth rate increases over the next few years. $AMZN is a constant buy for me.

[Jay Hammer @OptionIncomeHQ]

@unusual_whales You don't predict tail risk - you price it. Disaster drills aren't a 2027 forecast; they're a gossip tool every year. The real signal is whether the market prices the premium. It doesn't for now.

[Jay Hammer @OptionIncomeHQ]

Morgan Stanley: the AI bottleneck is power, not chips - a 34% US data-center power shortfall through 2028. NVDA/AVGO insulated; memory/optics face delays.
My Micron thesis is built on take-or-pay contracts through 2030. But the chokepoint moved to power, and I'm watching it.
Bullish memory and power for the foreseeable future.

[Jay Hammer @OptionIncomeHQ]

@unusual_whales $70B to $50B is a 30% haircut - to the company's own numbers, between its own investor updates. At a $1.4T valuation that's 28x sales vs 20x. The investment case just repriced on OpenAI's own documents. I’ll probably watch the IPO on the sidelines.