Amazon, especially when it dropped to $200, presented a great opportunity due to its strong business fundamentals, AWS, advertising, and logistics growth, with AI further enhancing its potential.
Source Post
Why Option Markets Misprice Securities (And How to Capitalize)
Sep 18, 2026
The creator discusses how option markets can misprice securities due to factors like volatility, which can create opportunities for patient investors. They use examples like real estate investment trusts and asset managers to illustrate how underlying assets might be undervalued while their options are mispriced, allowing for strategies like selling out-of-the-money options. The discussion then shifts to software-as-a-service companies, highlighting ServiceNow as a potential AI beneficiary trading at attractive multiples and with appealing option prices.
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Tickers discussed in this post
ServiceNow is presented as a compelling buy due to its strong fundamentals, AI beneficiary status, and attractive valuation multiples and option prices after a significant stock price decline.
Blue Owl is mentioned as an example of a company whose stock has fallen significantly, making its options volatile and creating opportunities to sell out-of-the-money options while collecting dividends.
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Tracked calls opened from this post
AMZNbuy opened Sep 18, 2026
+0.35%