James说:“感谢回顾AAL这笔交易。我喜欢看看SoFi、Rivian和F,寻找类似类型的仓位。”当然,还有MEA。绝对可以。我们已经持有Mera这笔交易了。那么,我们来看一些新的。
James says, "Thanks for reviewing the AAL trade. I like to look at SoFi, Rivian, and F for similar type positions." And of course, MEA. Absolutely. Well, we have the Mera trade on. So, let's look at some new ones.
F大约在9P,MARA大约在7P。这是超级便宜的保险。我希望这说得通。完全说得通。我其实挺惊讶的。我想看看Ford。因为我理解SoFi,我完全理解Rivian,因为由于业务的性质,它会有隐含波动率,但Ford不是那种我会预期里面有这么多权利金的股票。
Uh, F around the 9P and MARA around the 7P. It's super cheap insurance. I hope that makes sense. It totally does. I'm actually surprised. I want to look at Ford. Um because I understand like SoFi, I totally understand Rivian because there's a there's an implied volatility that happens just because of the nature of the business, but Ford is a is not not one that I would expect to have quite so much in there.