A diversified multi-sector LEAPS basket focused on AI infrastructure, robotics, cybersecurity, quantum computing, enterprise cloud, and space. Designed to capture growth-style upside while maintaining strict risk discipline through timing and allocation size.Strategy Framework
- Target 6–12 month LEAPS, ~20% out-of-the-money
- Position sizing per LEAPS: – Large portfolios: ~1% – Smaller portfolios: up to 5%
- Total LEAPS exposure: – Large portfolios: <5% – Smaller portfolios: up to 20%
- 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
Important: Review the Options Strategy Framework in onboarding before trading. Timing, sizing, and execution matter.
The 6 LEAPS Basket
🟢 CRWV – AI Infrastructure Demand & Pricing Power
Technology | $38.4Bn
Explosive demand for AI compute is driving strong revenue growth. Growing backlog, new partnerships, and limited capacity create pricing power and margin support. A solid mid-term AI infrastructure play, but watch volatility around earnings.
🟢 SERV – Undervalued Robotics Player Entering Real Deployment
Industrials | $705M
Quietly deploying AI-powered delivery robots in real-world operations. Revenue hitting all-time highs. Still under the radar compared to peers, offering strong catch-up potential if robotics adoption accelerates.
🟢 PANW – Cybersecurity Leader With Recurring Growth
Technology | $135Bn
Benefits from rising security spending with stable, recurring revenues near all-time highs. AI-driven platform supports vendor consolidation and market share gains. High-quality compounder with both defensive and growth traits.
🟢 QBTS – Early Quantum & Next-Wave Innovation Play
Technology | $6.88Bn
High-risk, high-reward exposure to quantum computing. Recent bookings growth of +471% signals strong future demand. If adoption accelerates in defense and AI infrastructure, early leaders could see outsized returns.
🟢 ORCL – Cloud Infrastructure Re-Rating Opportunity
Technology | $440Bn
Regaining momentum after demonstrating new capabilities in infrastructure and utility-focused cloud solutions. Sector trading at relatively low P/E multiples, offering room for multiple expansion and long-term upside.
🟢 RKLB – Space Infrastructure & Pre-IPO Sector Catalyst
Industrials | $39.8Bn
Building a full space infrastructure stack (launch, satellites, components). Potential SpaceX IPO catalyst could bring sector-wide attention and capital inflows. Strong defense demand and real contracts position it as a “picks and shovels” play.
