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AI Boom or Real Comeback: IBM, Dell and Intel Under the Microscope
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Chapters5 segments · tap to seek
ticker lesson
Breakdown
0:00lesson
Old school setup taste alive
- Old school taste alive setup
- No clear direction yet
- Sector rotation expected
1:49lesson
Cautious positioning and short call sales
- Lean towards short call sales
- Ratio spreads and broken wings
- Avoid directional trades with debits
3:32lesson
AI boom and long-term names
- AI boom affecting tech
- IBM, Microsoft, Google have staying power
- Hyperscalers are key
5:13BTC· ticker
Bitcoin — rejection at 60k
- No holds below 60k
- Rejection pattern seen
- Accumulating short interest
6:49IBIT· ticker
IBIT — call skew and market interest
- Panic in options market
- Assigned put at 60 delta
- Call skew lack of infusion
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