See You on Azure 2

Posted on Dec 14, 2025

The big news this past week: Oracle’s latest earnings saw a revenue miss which has been taking the market and rotating S&P into Dow. While there was a significant drop (over 1%), because I insulated my portfolio these last few weeks it didn’t affect me too much. I don’t know how much more trading I’ll be doing for the rest of the month while I focus on work. I sold some CSPs and CCs on NVDA, BWXT, and GOOG for a small profit but will decide later depending on how the week goes.

The wheel strategy is nice but sometimes it requires too much attention.