Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: Good evening,

I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?

Thank you very much,

Aidan