Jul 26GLW
$165 puts ($160 net)
Thesis forming. Evidence still accumulating.
Position on. The argument survived contact.
The Foundation
The Record
Theses aren't declared. They accumulate.
Jul 26GLW
$165 puts ($160 net)
Jul 25GLD
Core holding.
Jul 25VXUS
Core holding.
Jul 25VOO
Core holding.
Jul 25GOOGL
Core holding.
Jul 25AMZN
Core holding.
Jul 25RGTI
Position on the board.
Jul 25SOFI
Position on the board.
Jul 25IREN
Position on the board.
Jul 25HOOD
Position on the board.
Jul 25CLS
Position on the board.
Jul 25LRCX
Added to the board.
Jul 25NVDA
Added to the board.
Jul 25COHR
Added to the board.
Jul 25CRDO
Added to the board.