Jason Luongo Profile picture
Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓
Jun 30 10 tweets 3 min read
I'm only going to say this once. If you want to become a millionaire, you need to learn how to properly use LEAPS.

LEAPs give you leveraged exposure to 100 shares of a stock for a fraction of the cost.

Most people use them wrong. Here's how to use them right: Image The power of LEAPs is capital efficiency.

100 shares of a $200 stock costs $20,000. A LEAP on that stock might cost $3,000-5,000. If the stock moves 30%, your shares return 30%. That same LEAP could return 100%+.

That freed-up capital lets you take more high-conviction positions across your portfolio.
Jun 17 11 tweets 5 min read
Elon Musk just said "if we harness just 1 millionth of the Sun's power for AI, that will be much more than a million times the intelligence of all of humanity."

He's literally telling you what to invest in.

Here are 10 solar stocks building that future:

1. $TE - T1 Energy

Produced 2.79 GW of solar panels and generated $755M in net sales in 2025 from the G1 Dallas factory alone. The G2 Austin cell factory is on track for Q4 2026 production start, backed by a $440M+ capital raise and a 900 MW offtake deal starting 2027. Domestic solar manufacturing at scale.Image 2. $SHLS - Shoals Technologies

Q1 revenue of $140.6M beat estimates by 10% with 75% YoY growth. Full-year guidance raised to $600-640M. Record backlog of $758M. Just opened a new 638,000 sq ft Mega Facility in Portland, TN. They make the electrical balance of systems that connect panels to the grid.Image
Jun 15 12 tweets 5 min read
10 stocks under $10 billion market cap worth keeping an eye on:

1. $PENG - Penguin Solutions

AI-optimized memory solutions and enterprise infrastructure. Their MemoryAI CXL-based server adds up to 11TB of memory for AI inference workloads. 7 new AI/HPC customer logos in H1. Raised full-year guidance to 12% net sales growth, up from 6%.Image 2. $OSS - One Stop Systems

Builds rugged AI edge computing systems for defense and autonomous applications. Q1 revenue $8.1M, up 55% YoY. Their Rigel Edge Supercomputer puts data-center-grade AI processing into helicopters and mobile command centers. Guiding for 20-25% revenue growth and positive EBITDA in 2026.Image
Jun 11 11 tweets 5 min read
Peter Lynch's favorite metric is the PEG Ratio. A PEG ratio under 1 means a company is growing faster than its valuation implies.

Here are 10 semiconductor stocks with a PEG under 1 right now:

1. $COHR - Coherent (PEG ~1.0x)

Q3 revenue $1.81B, up 21% YoY. Datacenter segment hit $1.4B with a book-to-bill above 4x. Ramping 1.6T optical transceivers in H2. The vertically integrated AI connectivity play.Image 2. $CRDO - Credo Technology (PEG ~0.9x)

Revenue $437M, up 157% YoY. Full-year revenue $1.3B, up 206%. Active electrical cables dominating rack-to-rack AI connectivity. Optical portfolio expected to contribute over $600M in FY2027. Acquired DustPhotonics for silicon photonics integration.Image
Jun 2 9 tweets 4 min read
NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.

The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half.

These 7 companies are building the power layer underneath it all.

1. $ON - onsemi

SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.Image 2. $WOLF - Wolfspeed

The only pure-play silicon carbide company. SiC handles the extreme voltages that standard silicon can't. Launched the first commercially available 10 kV SiC power MOSFET. AI data center revenue doubled over three quarters. Emerged from bankruptcy in late 2025 - higher risk, but they own the technology that 800V architectures require.Image
May 22 8 tweets 2 min read
Do not buy LEAPs without knowing these 5 rules.

Most people treat them like lottery tickets. Buy cheap, far OTM, and hope.

LEAPs are a precision tool. Here's how to use them right: Image 1. Only buy LEAPs on stocks you'd hold long term and already own shares of

If you wouldn't hold 100 shares for years, you have no business buying a LEAP on it. LEAPs are an extension of conviction, not a substitute for it.
May 20 11 tweets 3 min read
I've been trading options for 10+ years.

LEAPS options are one of the best ways to grow your wealth and become a millionaire.

Here's everything I know about LEAPS: Image A LEAP is a long-dated call option with at least 12 months until expiration.

Instead of buying 100 shares of a stock for $25,000 - you buy one contract that gives you the right to purchase those shares at a set price for a fraction of the cost.

Same directional exposure. Less capital at risk.
May 20 11 tweets 5 min read
Jensen Huang just said AI will create more millionaires in 5 years than the Internet did in 20.

Here are ten stocks that could create millionaires by 2030:

1. $NBIS - Nebius Group

Q1 revenue $399M, up 684% YoY. AI cloud revenue up 841% YoY to $390M. Secured 1.2 GW of power for a new AI factory in Pennsylvania. Full-year 2026 guidance of $3-3.4B. Growing faster than almost any AI infrastructure company in the market right now.Image 2. $IREN - IREN

Q1 revenue $240M, up 355% YoY. Signed a $9.7B five-year AI cloud contract with Microsoft worth $1.94B in annual recurring revenue. Expanding GPU fleet to 140,000 by end of 2026. Targeting $3.4B in annualized run rate revenue using only 16% of its secured 3 GW power capacity.Image
May 15 12 tweets 6 min read
The robotics supply chain is bigger than just Tesla.

Here are 10 stocks building the components that go inside every humanoid robot:

1. $MP - MP Materials

Every robot motor needs rare earth magnets. China controls over 90% of the global supply. MP is building the American alternative. Q1 revenue $90.6M, up 49%. Record NdPr oxide production of 917 metric tons, up 63%. The Fort Worth facility has been producing finished NdFeB magnets since December 2025. Just broke ground on the 10X magnetics campus. No magnets, no motors. No motors, no robots.Image 2. $ON - ON Semiconductor

The power and sensing layer. Q1 revenue $1.51B. AI data center revenue grew over 30% sequentially, nearly double their own forecast. Silicon carbide chips now in 55% of new EV models showcased at the 2026 Beijing Auto Show. Builds inductive position sensors designed for robotics and motor control applications with accuracy down to 50 arcseconds. Named Top Intelligent Sensing Solutions provider in 2026. As robots scale, ON supplies the power management and precision sensing in every joint.Image
May 8 10 tweets 3 min read
This is insane 🤯

I gave Claude access to live options data and now it can research any ticker and pull the options chain, and even place a trade for me if I wanted to.

I connected a free API from my brokerage and told it how I trade.

Here are 5 real setups it just built using today's data:Image Step 1: Connect the free Public API for live data

1. Sign up for a free Public account: tinyurl.com/publicoffer
2. Generate your API key
3. Install Homebrew (one command in Terminal)
4. Install UV: brew install uv
5. Open Claude Desktop > Settings > Developer > Edit Config
6. Paste in the Public MCP server config with your API key and account number (Public's docs have the exact JSON to copy)
7. Cmd+Q to fully quit Claude Desktop, then reopen
8. Click the + icon in chat > Connectors > verify public-com is listed

Full setup guide: public.com/api/docs/templ…
May 6 16 tweets 8 min read
The AI supply chain is massive. From the machines that make the chips to the software that runs on top of them.

Here are 15 stocks that make up the entire AI stack:

1. $ASML - ASML Holdings (Chip Equipment)

The only company on earth that makes EUV lithography machines. Every advanced chip from NVIDIA, Apple, AMD, and Qualcomm requires ASML's equipment to exist. Q1 revenue hit 8.8B euros with a backlog of 38.8B euros - roughly a full year of revenue already locked in. Just raised 2026 guidance to 36-40B euros. High-NA EUV is now entering high-volume manufacturing. No ASML, no AI chips.Image 2. $TSM - TSMC (Foundry)

Every advanced chip on earth runs through their fabs. Apple, NVIDIA, AMD, Qualcomm - all dependent on one company. Q1 profit up 58% to a record. Revenue grew 35% to $35B. High-performance computing is now 61% of sales. Spending $52-56B in capex this year building capacity competitors are a decade behind replicating. The AI chip boom literally cannot happen without TSMC.Image
May 1 11 tweets 5 min read
$NVDA just told you exactly where to invest your money.

They just poured $4 billion dollars into photonics.

Here are 10 of the most important photonics companies you need to be aware of:

1. $LITE - Lumentum (Lasers)

The laser source that powers photonics interconnects. NVIDIA just invested $2B with a multibillion-dollar purchase commitment for advanced laser components. Building a new 240,000 sq ft InP laser fab in North Carolina. Added to the S&P 500. When NVIDIA writes a $2B check to secure your supply, the market is telling you something.Image 2. $MRVL - Marvell (Electronic ICs)

Marvell owns the optical DSP layer - the brains that encode and decode data moving through photonic links. First to ship 1.6T DSPs in volume to hyperscalers. Full stack: Ara DSPs, Alaska PHYs, Nova coherent, silicon photonics light engine, plus TIA and laser driver chipsets. Acquired Polariton Technologies to push toward 3.2T.Image
Apr 30 11 tweets 4 min read
10 stocks under $10 I will be paying very close attention to:

1. $KOPN - $3.97

Kopin. MicroLED pioneer developing optical interconnect technology to replace copper wiring between GPUs in AI data centers. Just landed a $15M order from Fabric AI for the Neural I/o chip. Also won a $15.4M DoD contract for military AR displays and a $3.2M FPV drone optics deal. Defense + AI infrastructure in one company.Image 2. $NUAI - $3.73

New Era Energy & Digital. Building powered land and powered shell data center infrastructure for AI and high-performance computing. Vertically integrated power + real estate for hyperscale and edge operators. Early stage but positioned in the fastest growing infrastructure market in the world.Image
Apr 27 11 tweets 5 min read
10 innovative small caps I'm watching for 2026

These companies are solving real problems in defense, energy, AI, quantum, and space.

1. $ONDS - Ondas Inc.

Autonomous drones, demining robots, and mission-critical connectivity for defense. Just completed the Mistral merger, received a $10M initial order to launch a border demining program, and has a $457M backlog. Revenue target raised to $375M for 2026 - up from $50.7M in 2025. That's 605% growth.Image 2. $SMR - NuScale Power

The only SMR company with full NRC design approval. The US Energy Secretary just told Congress the first 5-10 new nuclear reactors will almost certainly receive DOE loans. TVA signed on for up to 6 GW of NuScale reactors through ENTRA1 Energy - the largest US small modular reactor deployment program to date.Image
Apr 21 5 tweets 3 min read
The White House is telling you exactly where to invest with the new $1.5 trillion defense budget.

Here are 5 stocks I'll be watching closely:

1. $PLTR - Palantir

The Pentagon just designated Palantir's Maven AI as an official program of record across all five military branches. $13B in total Pentagon investment across all Palantir programs, up from $480M in 2024. Over 20,000 active military users. $10B Army contract consolidating 75 existing agreements into one. Palantir is becoming the operating system of the U.S. military.Image 2. $ONDS - Ondas Holdings

Won a prime contract to deploy thousands of autonomous border protection drones. Iron Drone Raider secured a NATO contract. Counter-drone deals locked in for 2026 FIFA World Cup venues across the U.S., Canada, and Mexico. Just raised 2026 revenue target to $375M - a 7x increase over 2025. European JV launched in Germany targeting NATO demand.Image
Apr 18 7 tweets 2 min read
A SpaceX IPO at $1.75 trillion likely forces the market to look beyond rockets and start repricing the full supply chain beneath the space economy.

Here's the map, sector by sector: Spacecraft & Launch Systems

• $RKLB ($84.42) — Only Western small-launch vehicle with proven orbital heritage. Neutron targeting first flight H2 2026. $816M Space Force NSSL contract and $190M HASTE hypersonics deal on the books.

• $FLY ($43.60) — Alpha back in flight. Blue Ghost lunar lander on the surface. $372M FORGE program in U.S. missile-warning infrastructure. Nvidia partnership flying AI compute on a late-2026 lunar mission. $1.4B backlog.

• $LUNR ($27.54) — Only commercial company to land and operate on the lunar surface. Five NASA CLPS task orders including the $180M IM-5 mission.

• $RDW ($10.39) — In-space manufacturing and the optical nav system flying on Artemis II. ESA QKDSat spacecraft prime and $44M DARPA VLEO contract.

• $YSS ($35.26) — Standardized satellite buses at half the cost of legacy primes. 1,000+ spacecraft/year capacity. $545-595M revenue guidance for 2026.
Apr 16 10 tweets 3 min read
I've been trading options for 10 years.

Here is everything you need to know about LEAPS: Image A LEAP is a long-dated call option with at least 12 months until expiration.

Instead of buying 100 shares of a stock for $25,000 - you buy one contract that gives you the right to purchase those shares at a set price for a fraction of the cost.

Same directional exposure. Less capital at risk.
Apr 15 10 tweets 3 min read
I make thousands each week buying and selling options.

Not because I'm smarter than anyone else. Because I built a system.

Here's the entire framework in one thread: Image My system has 3 tools:

1. Cash-secured puts (CSPs)
2. Covered calls (CCs)
3. Selective LEAPs

CSPs and CCs are the engine. LEAPs are the accelerator.

80% of the time I'm selling premium. The other 20% I'm buying it on
my highest conviction names.
Apr 7 10 tweets 5 min read
BREAKING: Claude now has the ability to pull live options chains and Greeks through a free API

It structures cash-secured puts, spreads, LEAPS, covered calls, and poor man's covered calls using real data

Here's how to set it up and 5 real trade setups it just built: Image Step 1: Give Claude your options trading strategy

You have two choices here:

Option A: Tell Claude your specific rules. Example: "For cash-secured puts, I target 0.20 delta, 30 DTE, and close at 50% profit. For LEAPs, I want 360+ DTE and only buy when IV is low. For covered calls, I sell near resistance above my cost basis."

Option B: Ask Claude to guide you. Example: "Walk me through the most common profitable options strategies for generating income. Help me decide which ones fit my goals and build a framework I can follow."

Either way, Claude now understands your system before you start scanning chains.
Apr 6 12 tweets 3 min read
Perplexity Finance can do way more than most people realize

It's not just a search engine with stock prices. It's a full research terminal hiding in plain sight.

Here are 10 things it can do that you probably didn't know about:

(Save this for later) Image 1. Turn any ticker into a full bull/bear investment memo

Ask it to build a structured bull vs bear thesis on any stock. It pulls from earnings calls, SEC filings, and recent news, then synthesizes everything into key issues, arguments for each side, and upcoming catalysts.

Copy it straight into your notes or share it with your group. Institutional-quality research in under a minute.
Apr 2 13 tweets 5 min read
I don't understand why people are still researching stocks manually in 2026

Claude can break down entire companies, stress-test your thesis, and find risks you're missing in seconds

Here are 10 prompts to turn it into your personal stock research analyst: Image 1. The Business Breakdown

Stop reading 200-page filings blind.

"Break down [TICKER]'s business model like I'm deciding whether to own this stock for 5 years. Walk through every revenue stream and its percentage of total revenue. What's the growth trajectory of each segment? What competitive advantage keeps them ahead and is it widening or narrowing? What would have to go wrong for this company to be irrelevant in 5 years? Don't give me a balanced overview - give me the version where you're trying to find reasons NOT to buy."