⚽️ My World Cup Predictions
🇲🇽 Mexico 2-0South Africa 🇿🇦
🇰🇷 South Korea 2-1 Czechia 🇨🇿
🇨🇦 Canada 1-1 Bosnia & Herzegovina 🇧🇦
🇺🇸 USA 3-1 Paraguay 🇵🇾
🇶🇦 Qatar 0-2 Switzerland 🇨🇭
🇧🇷 Brazil 3-1 Morocco 🇲🇦
🇭🇹 Haiti 0-2 Scotland 🏴
🇦🇺 Australia 1-4 Türkiye 🇹🇷
🇩🇪 Germany 5-1 Curaçao 🇨🇼
🇳🇱 Netherlands 2-3 Japan 🇯🇵
🇸🇪 Sweden 2-0 Tunisia 🇹🇳
🇨🇮 Côte d'Ivoire 1-1 Ecuador 🇪🇨
Predictons are for this week
Which prediction shocks you the most? 👀
Todays one of the worst days we’ve had so far in 2026 and I’m not going to sugarcoat that.
However it’s important not to view red days as losses but see them as the tuition fee for compounding.
You have to build a process that’s stronger than your feelings.
You could buy 100 shares of $NOW right now for $9,077
Or you could buy the $90 call LEAP expiring June 2027 for $2,500
Same directional exposure. ~72% less capital. Over 416 days of runway.
The trade:
Strike: $90
Expiration: June 17, 2027
Premium: ~$25.00 per contract
Breakeven: $115
If $NOW hits $120, this LEAP returns ~20%
If $NOW hits $140, this LEAP returns ~100%
If $NOW hits $160, this LEAP returns ~180%
Buying 100 shares at $90.77 and watching it hit $160 is a ~76% return. The LEAP returns 180% on roughly a quarter of the capital.
Why I like the setup:
- Q1 2026 subscription revenue up 22% YoY to $3.67B
- CEO projecting $1.5B in AI product sales for 2026 - 50% higher than prior forecasts
- Now Assist customers spending $1M+ grew over 130% YoY
- Becoming the AI operating layer for enterprise workflows
- 5-for-1 split in December 2025 opened the stock to a wider retail audience
- 416 days to expiration gives the AI monetization thesis time to compound
The max you can lose on a LEAP is the entire premium you paid. In this case, that's $2,500 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it.
Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.
NFA DYOR
BREAKING: AI can now build financial models like Goldman Sachs analysts (for free).
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