Every one of these started small, with a thesis and a lot of waiting. Some open positions today. Stocks: $APLD +1,190.29% $CIFR +702.28% And the options, mostly long-dated calls I have been holding: $AMKR Jan 2027 $29.59 call +947.62% $APLD Jun $40 call +635.54% $SLS Jan 2027 $2 call +461.90% $BB Jan 2027 $13 call +278.26% $AMKR Jan 2027 $70 call +135.63% $BWEN Oct $7.50 call +112.00% $AMKR Jan 2028 $110 call +102.72% $BWEN Oct $2.50 call +101.77% $GFS Jan 2028 $105 call +89.72% $GFS Oct $90 call +81.94% All of it open and unrealized. Nothing here is booked until I close it, and plenty of red days got me to these numbers. Small positions, long horizons, a few that ran. Anyone else holding $APLD from down low? It's not a sprint, it's a marathon.
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