A diversified multi-sector LEAPS strategy designed to capture asymmetric upside from AI, energy demand, and critical resources while maintaining strict risk management.
Strategy Framework
- Target 6–12 month LEAPS, approximately 20% out-of-the-money
- Position sizing:
– Large portfolios: ~1% per name
– Smaller portfolios: up to 5% per name
- Total LEAPS exposure: <5% for large portfolios, up to 20% for smaller ones
- Stagger entries: Add one LEAPS every 1–2 weeks
- Add only on deeper pullbacks (30–40% from recent highs)
- Trim ~50% at +100%, let the remainder run for long-term convexity
Always review the Options Risk Management section in onboarding before trading.
The 6 LEAPS Ideas
🟢 ZETA – Early Profitable AI Marketing Platform
Technology | $4.63Bn
ZETA helps companies use data and automation to target customers more effectively. Delivering ~20%+ growth while already reaching profitability — rare in the AI space. With LLM integrations and rising cash flow, it stands out as a production-ready AI platform with significant scaling potential.
🟢 NNE – Nuclear Energy Play for AI Power Demand
Industrials | $1.23Bn
Positioned to benefit from surging energy demand driven by AI data centers. Short-term oil price spikes can act as a catalyst, while long-term structural demand for reliable power supports the thesis.
🟢 UAMY – Critical Minerals & Defense Tailwind
Basic Materials | $1.34Bn
A strategic asset tied to defense, semiconductors, and energy supply chains. With Pentagon exposure, government backing, and tightening global supply, UAMY offers asymmetric upside in a geopolitically sensitive environment.
🟢 KEYS – AI Hardware & Testing Infrastructure Leader
Technology | $46.8Bn
A key player in semiconductor and AI hardware testing. Revenues and EPS are at all-time highs, and the company is well-positioned as the AI buildout expands.
🟢 RDDT – Undervalued Data & Community Monetization Play
Communication Services | $26.6Bn
Reddit owns one of the internet’s most valuable datasets with highly engaged users. Monetization is still early, offering upside from advertising, AI data licensing, and premium features.
🟢 SO – Defensive Energy Cash Flow Compounder
Utilities | $109Bn
A stable utility with consistent EPS growth and strong cash flows. Provides defensive ballast and steady compounding, balancing the higher-risk AI/growth names in the basket.
Discussion Prompt:
Which of these 6 LEAPS ideas appeals to you most right now?
ZETA, NNE, UAMY, KEYS, RDDT, or SO?
Would you rather build this basket gradually or focus on 2–3 names only?
Drop your thoughts and preferred allocation in the comments below 👇
