The Safe Leaps
@safeleaps
Pre-earnings analysis | Capital rotation Options with discipline -Weekly newsletter ↓ No financial advise
Building my trading account publicly starting this week Positions: • $AMZN long @ $210 (AWS re-acceleration thesis) • $NVDL cash-secured PUT $85 (wheel strategy) Weekly updates: Full transparency
$NBIS buying Tavily is a bet on agentic AI infrastructure. Real-time search is a bottleneck for autonomous agents. Solve that, and you’re not just a cloud provider anymore.
Building my trading account publicly starting this week Positions: • $AMZN long @ $210 (AWS re-acceleration thesis) • $NVDL cash-secured PUT $85 (wheel strategy) Weekly updates: Full transparency
U.S. has built its largest copper inventory in decades. Copper shortfall is projected to start in 2027 and reach nearly 15 million tonnes in 2040. U.S. is preparing for the shortage as data centers and energy transition require massive amounts of copper.
$UBER: The next trillion-dollar giant? It’s just a matter of time. 🏛️🚗 Uber isn't just a ride-hailing app; it’s the global operating system for local commerce. Daily fluctuacions doesn’t matter #OptionsTrading
•AWS Revenue -- $35.6 billion, up 24% year over year; highest growth rate in thirteen quarters. •AWS Annualized Run Rate -- $142 billion; AWS added $2.6 billion sequentially and nearly $7b Yoy •AWS Backlog -- $244 billion, up 40% YOY and 22% sequentially.
AMAZON EARNINGS — $AMZN - TAKEAWAYS: •Revenue -- $213.4 billion, representing a +12 % yoy •Operating Income -- $25 billion, includes $2.4 billion in special charges for tax disputes, severance costs, and asset impairments. •Free Cash Flow (TTM)-- $11.2 billion, directly…
My current portfolio holdings : - $AMZN 20% - $META 10% - $NVDA 8% - $MU 8% - $GOOGL 8% - $PG 5% - $GOLD 5% - $ONDS 4% - $AMD 3%
$AMZN Exclusive Analysis: What the Pro data is telling us. 🏛️📊 The price is coiled in a consolidation rectangle ($215 - $259). ADX is at historical lows, meaning the market is literally holding its breath before Earnings. The Indicators (InvestingPro Data): 🛡️ Support: Solid…
$NBIS BULLISH
🚨BREAKING: ANTHROPIC LOOKS TO SECURE 10 GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS
$NBIS Probably nothing..👀
🚨BREAKING: ANTHROPIC LOOKS TO SECURE 10 GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS
United States Trends
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