$Amazon(AMZN.US)
Besides the underlying stock, I still have 50 Call contracts. Recently everyone has been taking profits in batches, but I'm still bullish on the earnings report, so I haven't sold.
A couple of days ago, the shareholder letter mentioned customer commitments and optimism about the chip business. Now, with a direct hundred-billion-dollar contract locking in Trainium, the risk concerns about CapEx continue to decline. Personally, I see AWS growth at +27%, and I'm optimistic about the management guidance during the earnings call.
Options are still something you can only play with small positions; they really test your patience, and there are many external factors causing interference. Seeing everyone reduce positions and take profits, saying it doesn't affect your own emotions is just not true.
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