Portfolio Review, Earnings & Data (5/13/2026)
Timeline
0:00 – UNG trade review
2:45 – Trading what you know vs chasing sectors
4:00 – AI-assisted stock picking and Warren AI system
7:00 – AI market report summaries and AI roundtable process
12:30 – Century Aluminum (CENX) trade thesis
15:45 – Option liquidity and open interest discussion
20:30 – Re-evaluating the CENX thesis with AI
24:00 – Aluminum pricing, tariffs, and earnings analysis
29:30 – Importance of checking AI analysis manually
31:00 – Tariffs, war impact, and aluminum market dynamics
34:30 – Structuring a CENX options trade
42:00 – SoFi (SOFI) valuation and bullish thesis
44:45 – Building a long-term SOFI options spread
48:00 – Selling premium and income-generation strategy
51:30 – Risk management and allocation sizing
55:00 – Live order entry and scaling into trades
59:30 – Managing fills and trade sequencing
1:00:00 – Strategic thinking in options trading
1:03:00 – Warren AI trade selection process revisited
1:05:00 – Beige Book
1:05:30 – Stellantis trade idea and auto sector valuation
1:08:00 – Additional Warren AI trade reviews
1:12:00 – Portfolio review and trade management
1:18:00 – Option structure adjustments and rolling positions
1:25:00 – Managing spreads, strike selection, and assignment risk
1:32:00 – Trade scaling and portfolio balancing
1:42:00 – Theta decay and option duration discussion
1:44:00 – Portfolio review housekeeping and webinar/chat process
1:45:00 – Defense stock questions and webinar Q&A management
1:46:00 – SoFi dilution and banking-model discussion
Transcript
So we made 60%. That's all it takes. Yeah, and you understand it's not about the trade — it's about the risk/reward. Obviously you want to pick something that's going to go up.
UNNG is at 11. Last week it was — what's today? Today's the 13th. So on the 6th, it was at 10.50 when we put this trade in.
