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Jason Luongo

@JasonL_Capital • 46,688 subscribers

NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓

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If you’re spending hours looking for cash secured put setups, you need to pay attention. Claude now helps me find these setups automatically. It scans for: > highest IV rank names with the richest premium > only stocks passing Altman Z + ROE quality filters > setups with no earnings within the next 14 days > annualized return on every CSP, ranked Here's how you can build your own:

If you’re spending hours looking for cash secured put setups, you need to pay attention. Claude now helps me find these setups automatically. It scans for: > highest IV rank names with the richest premium > only stocks passing Altman Z + ROE quality filters > setups with no earnings within the next 14 days > annualized return on every CSP, ranked Here's how you can build your own:

92,444 просмотров • 2 месяцев назад

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

27,595 просмотров • 4 месяцев назад

This wasn't what I was expecting to wake up to this morning. Someone publicly accused me of fabricating a screenshot of my Rocket Lab LEAP position. Called me a "dirty scumbag," "disgusting," and a scammer. Even tagged Nikita. The screenshot was real. The Saturday purchase date was due to a CUSIP change on Robinhood. That's it. A 30-second DM could have cleared that up. Instead he chose to publicly attack my credibility with zero evidence. I'm not posting this to shame him. I'm posting this because what he did is dangerous. I've spent a lot of time building my following on this platform. I’ve never fabricated a position. Any position I share is a position I’m actually holding unless stated otherwise. There are people on this app whose livelihoods depend on their reputation here. One baseless accusation with enough reach can destroy that overnight. A DM costs nothing. I would have been happy to provide proof of any position to anyone who asked. Think before you tag someone's name to a fraud accusation you didn't bother to verify.

This wasn't what I was expecting to wake up to this morning. Someone publicly accused me of fabricating a screenshot of my Rocket Lab LEAP position. Called me a "dirty scumbag," "disgusting," and a scammer. Even tagged Nikita. The screenshot was real. The Saturday purchase date was due to a CUSIP change on Robinhood. That's it. A 30-second DM could have cleared that up. Instead he chose to publicly attack my credibility with zero evidence. I'm not posting this to shame him. I'm posting this because what he did is dangerous. I've spent a lot of time building my following on this platform. I’ve never fabricated a position. Any position I share is a position I’m actually holding unless stated otherwise. There are people on this app whose livelihoods depend on their reputation here. One baseless accusation with enough reach can destroy that overnight. A DM costs nothing. I would have been happy to provide proof of any position to anyone who asked. Think before you tag someone's name to a fraud accusation you didn't bother to verify.

12,961 просмотров • 2 месяцев назад

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