Becomes compelling after losing about 50% from the peak.

Shares tumble after Oracle announces $20 billion equity and debt raise despite reporting $2.11 per share on $19.2 billion revenue for Q4 with strong AI cloud growth and rising remaining performance obligations supporting long-term investor confidence https://www.ynetnews.com/business/article/r1hgbvd11fg

My wife has a large AAPL position (16% of our total portfolio) that has grown for years. I’ve started her a position in AMZN at a cost basis at $192.97. I’m eying $234 to add shares, as I don’t think we’ll make it back down to the $212 range. Thoughts?

This is the biggest missile-defense contract wave since Reagan’s “Star Wars” program—and it’s not sci-fi anymore. The goal: a proliferated low-Earth-orbit constellation that can knock down ballistic, cruise, and hypersonic missiles in boost, midcourse, and glide phases. 🛡️ The 12 Golden Dome Awardees The mix is legacy defense giants + fast-rising defense-tech newcomers : Anduril Industries Booz Allen Hamilton General Dynamics Mission Systems GITAI USA Lockheed Martin Northrop Grumman Quindar Raytheon (RTX) Sci-Tec SpaceX True Anomaly Turion Space Corp 💰 Why This Matters to Investors Massive program upside This $3.2B is just the initial prototype tranche. Congress has allocated $25B for Golden Dome over the next decade, with $5.6B earmarked specifically for space-based interceptors . Post-2028 production could run $1.8B–$3.4B annually if prototypes succeed. Full implementation estimates range up to $185B–$542B over 10–20 years https://www.reuters.com/business/aerospace-defense/us-space-force-taps-12-firms-32-billion-golden-dome-missile-defense-contracts-2026-04-24/

Who is who in terms of deliveries. I am betting on RIVN and NIO expansion. They are catching up. NIO covered calls $5 and $5.5, RIVN short puts, mostly $13.