To The Moon

I think it is safe to assume that Artificial Intelligence is here to stay for good. For that, the technology sector is witnessing a historic capital expenditure (capex) blitz, redefining the race for AI dominance. In Q1 2026 earnings prints, the world’s primary hyperscalers namely - Amazon, Alphabet, Microsoft and Meta all revealed a jaw-dropping upwards revision to their infrastructure budgets. Instead of pulling back, these tech giants are channeling hundreds of billions of dollars into their physical footprints, driving collective annual capex projections for 2026 to a staggering $650 - $750 billion. The sheer volume of capital deployed in Q1 2026 alone highlights the magnitude of this infrastructure arms race: Amazon.com (AMZN)$ Led the group in absolute quarterly spending, recording a

The agentic AI narrative is the direct catalyst for $ARM Holdings(ARM)$'s explosive 35% run over the last few days, pushing the stock past $300 and sending its valuation into the stratosphere. A massive fundamental shift in how Wall Street views the "AI hardware stack" is underway, coupled with tactical options strategies tailored for a stock trading at these extreme, high-volatility levels. I am holding ARM for long term, so in this article, I am exploring whether a bull put spread or strangle would be a better option for ARM. 1. The Narrative: Why Agentic AI Belongs to ARM Until recently, the AI rally was almost exclusively a GPU story (Nvidia training massive models). However, the market realizes that Generative AI 1.0 (chatbots) is shifting to