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BUY $NVDA
Call Option
Added to the NVDA calls into earnings
Aug 24, 2026 at 10:12 PM
Sizing up the position ahead of Thursday's print. Data center demand commentary from the hyperscalers has been consistently ahead of what's priced in, and implied vol on the front-month chain came in cheaper than I expected this morning.
This isn't a full-size bet — treating it as a defined-risk add on top of the existing core position, sized so a max loss doesn't change the portfolio's risk profile.