Happy Friday, investors. And Happy Halloween!

It’s been a wild week of volatility and earnings calls.

My flow is focused on 1 position today:

NVDA - 205C - 11/14/25 EXP

Flow keeps coming through bullish on NVDA. This particular contract was hit with over $12.5 million in calls yesterday. I really like this here. I think the macro backdrop sets up for things to move upward over the next few weeks. FED cut rates again. They are also wrapping up QT and will assumedly begin QE with their balance sheet. This is generally bullish for assets.

We’ve made it through most of big tech earnings and have seen mixed reviews but numbers have largely been good. I like this NVDA contract because sometimes you just need to keep your trades simple. This one looks simple and should be cut free if it breaks below your risk tolerance to the downside.

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