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- thesis5/26/2026
Why we're still long NVDA into Q3
Cap-ex cycle isn't peaking. Here's how we're sizing.
Read → - playbook5/22/2026
Iron condor playbook for range-bound TSLA
How we structure premium collection when IV is bid but realized is dead.
Read → - recap5/19/2026
Weekly review: +4.1% on the book
Two winners closed, one open hedge working.
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