Paid Daily · Resources · Ask Plutus
Justin Saco Says the Market Got the AI Software Trade Wrong
NowPress play to follow along0:00 / 12:12
Chapters8 segments · tap to seek
ticker lesson
Breakdown
0:00lesson
Market resilience amid higher yields
- Treasury yields coming down
- Market resilient to higher yields
- Inflation concerns not fully impacting equities
- Watching for full impact of rates
1:45Service Now· ticker
Service Now — AI catalyst, price action
- Stock beaten down during SAS apocalypse
- AI replaces software, but Service Now can bolt AI
- Price action shows catalyst effect
- $250 level from last year
- Upside room for growth
3:24Rocket Lab· ticker
Rocket Lab — Wheel strategy, neutron rocket catalyst
- Wheel strategy used between $70-$75
- Neutron rocket as major catalyst
- Earnings call expected around November/December
- Implied volatility in 60s
- Fundamental strength
5:15lesson
Options strategy and implied volatility
- Implied volatility numbers in 60s
- Wheel strategy effective in low IV environments
- Earnings announcement projected around November 20th
- Options market projecting earnings date
6:51SpaceX· ticker
SpaceX — Long-term strategy, 125-300 strike range
- Long 300, short 125 strike
- Stock range around 157
- Potential for $300 call to explode
- Long-term strategy with upside potential
8:34MicroStrategy· ticker
MicroStrategy — Bitcoin correlation, butterfly trade
- Bitcoin held above $82k
- MicroStrategy as Bitcoin tracker
- 160 call turned into butterfly trade
- 160-200-240 structure
- Potential for $40 wide butterfly
10:14lesson
Bitcoin and MicroStrategy correlation
- Bitcoin cup with handle pattern
- Potential move to $90k
- Bitcoin not taken down by higher rates
- MicroStrategy as Bitcoin proxy
12:01lesson
Summary of positions and market watchlist
- Adding positions in Rocket Lab, MicroStrategy, Service Now
- Watching for catalysts and price action
- Options strategies for downside protection
Informational only — this is tastylive’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.