$REPL up 14% from open... write up for members last night!

Atlassian (TEAM) size buy-write sold 500 Jan. 2028 $330 calls for 35.80

This week they are back to complaining that only AI names are surging lol

$TWST $ABCL $SDGR $TEM very hot today in genomics, drug discovery, also among top IV30 gainers

$WAT among long list of LST names wrote up last Q as the cycle shifts, what a sweet move! Group is strongest rel. strength out there

$ARKG almost back to highs as people doubting the Genomics revolution

Knowing the right direction is key, none of the other providers get in right, sweet climb in $BIIB !

$GMAB someone had a good nose...

$PACS , still own it

$A flag breakout, big accumulation there since Aug

Wow, Colts are giving away top tier talent for late round draft picks, wild Always though Ballard was overrated, and they have no 1st, rough team Taylor to Bengals next?

$AXGN up 20% on results has good size in Nov. OI

$SKHY Nov 155's should do well w/ this rip

$APH big beat/buyback also jumps in the AI trade, nice Dec. action there into lows

$SYK nice bull flag built into earnings tomorrow night, 5500 Nov. 310 calls that bought remain in OI +190% from 10/8 purchase

We are in the middle of the largest infrastructure buildout and it's accelerating $VRT

$VRT up huge after incredible earnings driving up $NVT $MOD pre-market $FLEX surging on results as well AI trade continues to rebound, almost like its not a fad and power generation is a massive 10+ year theme

S&P Futures $ES_F are set for a positive open and to this point, putting in a strong weekly candle off that 38.2% retracement support at 7680. Futures are starting to clear the trend of lower highs and sits just under 1-Month VPOC and a major PoC near 7770 with 7800 a big strike to clear overhead in order to work back to record highs. AVWAP resistance from Oct. highs sits at 7773 as well while 7800 aligns as the 61.8% Fibonacci. 1-week VWAP now aligns with a PoC at 7727 as key for bulls to defend, as is AVWAP off lows at 7712.5.

$AVPT Apr. 17 calls, still holding, up 67%

$ULBI fat buyout premium in Battery Tech by $ENS Name was not even on my radar