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 ↓
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."
Mar 26 13 tweets 6 min read
Wall Street quant desks spend $500K+/year building trading systems

Claude can build the retail investor version (for free)

Here are 10 prompts that turn Claude into your personal quant analyst: Image 1. The Renaissance Technologies Backtesting Framework

"I want to backtest a simple trading strategy before risking real money. Help me build a framework.

My strategy: [DESCRIBE - e.g., buy when RSI drops below 30 on a stock above its 200-day MA, sell when RSI hits 60]

Walk me through:
- What historical data do I need and where to get it for free?
- How do I account for transaction costs and slippage so the backtest is realistic?
- What's the proper way to split data into training and testing periods so I'm not just curve-fitting?
- Run a basic backtest of my strategy and show me: win rate, average gain vs average loss, max drawdown, and Sharpe ratio
- How does this compare to just buying and holding SPY over the same period?

Write the Python code to run this. Keep it simple enough for someone who can copy and paste but isn't a developer. If the strategy doesn't beat buy and hold, tell me."
Mar 25 7 tweets 5 min read
There are investors that pay $3,000+/month for dashboards that Perplexity Computer builds in 5 minutes for free

Here are 5 dashboards with full prompts included so you can build each one right now: Image
Image
Image
Image
1. "Should I Be Trading?" Market Environment Dashboard (inspired by @investingluc)

"Build a live Bloomberg Terminal-style market dashboard called 'Should I Be Trading?' that scores the current market environment for swing traders.

Score these 5 categories 0-100:

VOLATILITY (25% weight): VIX level and 5-day trend, VIX 1-year percentile, put/call ratio estimate from VIX regime

TREND (20% weight): SPY vs 20/50/200-day moving averages, QQQ vs 50-day, SPY 14-day RSI, classify as uptrend/downtrend/chop

BREADTH (20% weight): % of stocks above 20d/50d/200d moving averages, NYSE advance/decline ratio, Nasdaq new highs vs new lows

MOMENTUM (25% weight): All 11 S&P sector ETFs ranked by 1/3/6 month performance, top 3 vs bottom 3 spread, % of stocks making higher highs

MACRO (10% weight): 10-year yield level and trend, DXY trend, Fed stance, flag if FOMC within 72 hours

Combine into a weighted Market Quality Score. Display decision: 80-100 = YES (full size), 60-79 = CAUTION (half size, A+ setups only), below 60 = NO (preserve capital).

Dark background, green/red/amber indicators, monospace font, auto-refresh. Include scrolling ticker bar at top and a plain-English summary of the environment."Image
Mar 23 9 tweets 5 min read
BREAKING: Perplexity Computer can now access real-time options chains and can execute real options trades via a (free) API.

You can pull quotes, scan full option chains, check delta/IV on any contract, view your portfolio, and place live orders all through a single conversation

Here's how to set it up step by step (easy):Image Step 1: Sign up for Perplexity Pro

Go to perplexity.ai/pro and create an account ($20/month). You don't need the $200 Max plan. Computer works on Pro.

This is where all the magic happens. Perplexity Computer can run multi-step workflows, search the web, execute code, and connect to external tools like your brokerage. All in one conversation.Image
Mar 20 11 tweets 4 min read
This is insane 🤯

I used OpenClaw to build a free options flow scanner that shows you exactly what hedge funds are buying in real time

Then it lets you execute the same trade with one click

Here's how it works: Image The idea behind Dark Flow:

Hedge funds, market makers, and institutional desks leave footprints in the options market before big moves happen.

When someone buys 10x more contracts than the existing open interest at a specific strike, that's not retail.

Dark Flow catches those prints as they happen and shows you exactly where the smart money is positioning.
Mar 17 5 tweets 3 min read
The top 5 easiest buy and holds for the next 5 years:

1. $NVDA - NVIDIA

NVIDIA doesn't just make chips. It designs the entire computing stack that AI runs on. GPUs, networking, software, developer tools. Every major AI company on the planet depends on NVIDIA infrastructure. Jensen just said at GTC they expect at least $1 trillion in cumulative AI infrastructure revenue through 2027.Image 2. $AMZN - Amazon

AWS is becoming the infrastructure layer every major AI company runs on. $50B invested in OpenAI. $8B in Anthropic. $200B in capex this year. OpenAI committed $138B in total cloud spend on AWS. Anthropic runs its models on a dedicated $11B data center in Indiana. Amazon isn't picking one AI winner. It's powering all of them.Image
Mar 16 11 tweets 4 min read
BREAKING: Claude now has live access to real-time stock quotes and options chain data

You can pull prices, scan option chains, check Greeks, and view your portfolio without leaving the chat

Here's how to connect the (free) API step by step: Image Step 1: Open a free Public account

If you don't already have one, sign up here:

No commissions. No payment for order flow. Stocks, options, and crypto.

You need the account because it gives you free API access to live market data - that's what we're connecting to Claude.pqr3ntrk.com/HLB2JH/225JFQ/Image