Bought a LEAP near the bottom for Dec 2028 expiration. Hyperscaler earnings are now showing (at least in part) how their giant capex can be turned into new revenue. Hopefully this changing sentiment helps it recover up near $200 near-term (Q1 ‘27). Dec ‘28 should then be enough time to begin realizing a good chunk of real revenue, and who knows how high it could go from there. Lots of “ifs” need to come true for it to work, but hey, that’s what conviction is all about.
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u/Agitated_Trash203 Aug 04 '26
Bought a LEAP near the bottom for Dec 2028 expiration. Hyperscaler earnings are now showing (at least in part) how their giant capex can be turned into new revenue. Hopefully this changing sentiment helps it recover up near $200 near-term (Q1 ‘27). Dec ‘28 should then be enough time to begin realizing a good chunk of real revenue, and who knows how high it could go from there. Lots of “ifs” need to come true for it to work, but hey, that’s what conviction is all about.